Morningstar Magazine - February/March 2018 - 69

Sector Snapshot: Consumer Defensive
The data on this page represents consumer defensive companies covered by Morningstar analysts.

Industry Structure
Moat Breakdown*

Key Stats

Consumer Defensive %

S&P 500 %

Wide Moat

25.4

24.1

Narrow Moat

36.4

No Moat

38.1

Industry Map

Aggregates

Consumer Defensive

S&P 500

Number of Companies

118

494

42.1

Total Market Cap $mil

4,451,962

24,480,832

21.9

Total Fair Value $mil

4,148,298

22,989,872

Total Revenue $mil
Stock Type Breakdown

Consumer Defensive %

S&P 500 %

3.0

Valuation

Distressed

0.0

4.0

Price/Fair Value

Hard Asset

0.0

0.0

P/E

Cyclical

0.0

42.5

Price/Book

Slow Growth

20.3

17.6

Price/Sales

Classic Growth

11.9

10.7

Price/CF

5.1

5.5

Not Classified

3.4

1.8

58.5

2.8

*Based on Morningstar analyst coverage.

25840.0015
25840.0015
19802.0010
19802.0010

11,069,346
13764.0005
13764.0005

7726.0000
7726.0000

Medium

5234.6003

0.8

Speculative Growth

Large

31878.0020
31878.0020

6479.8004

High Yield

Aggressive Growth

19,323,431

Market
Cap

3989.4002

Consumer Defensive

S&P 500

1.07

1.06

25.10

24.38

3.69

3.39

1.84

2.68

15.43

15.22

2.03

1.91

Profitability & Financial Health Consumer Defensive

S&P 500

2744.2001

Small

1499.0000

Dividend Yield %

ROE %

15.96

14.56

ROA %

6.53

5.05

Net Margin %

7.26

10.05

Debt/Capital %

36.90

43.83

Undervalued

Overvalued

0
0.5
Price/Fair Value

1

2

1.5

Consumer defensive firms are plotted based on
their market cap and price/fair value ratio.
Companies with a price/fair value ratio of less than
1 are undervalued. Companies with a ratio
of more than 1 are overvalued. Numbered plots
show companies listed in the table below.

Consumer Defensive
Name/Ticker

Market
Cap ($mil)

Revenue
TTM ($mil)

Price/
Sales

Economic
Moat

Morningstar Uncertainty
Rating
Rating

ProfitGrowth ability
Grade Grade

Financial Price/
Health
Fair Dividend
Grade
Value Yield %

C

C

X

1

Walmart WMT

292,061.19

495,012.00

0.61

Wide

QQ

Low

2

Nestle SA ADR NSRGY

266,280.98

89,337.00

2.93

Wide

QQQ

Low

C

C

3

Procter & Gamble Co PG

229,975.25

65,193.00

3.82

Wide

QQQQ

Low

0.5

C

C

4

Coca-Cola Co KO

194,030.79

37,307.00

5.33

Wide

QQQ

Low

C

C

5

Anheuser-Busch InBev SA/NV ADR BUD

180,089.09

52,415.00

4.09

Wide

QQQ

Medium

C

V

0.0

0.0

6

PepsiCo Inc PEP

7 Philip Morris International Inc PM

167,898.24

63,514.00

2.72

Wide

QQQ

Low

162,138.82

27,425.00

5.98

Wide

0.5

C

.
1.0

Z
X
.

1.0

Z

1.12

2.07

Price/
Earnings

26.26

1.04

2.67

28.15

0.94

3.02

24.50

0.98

3.25

44.12

0.89

3.60

57.51

1.5

2.0

1.5

2.0

Z

1.00

2.68

24.78

4.04

23.32

QQ

Low

C

.

X

1.07

8

Unilever NV ADR UN

160,342.98

54,155.00

2.48

Wide

QQQ

Low

C

Z

.

0.93

2.80

23.24

9

British American Tobacco PLC ADR BTI

154,086.25

15,799.00

5.88

Wide

QQQ

Low

V

Z

.

1.03

1.97

21.94

10

Kweichow Moutai Co Ltd 600519

136,095.99

57,109.72

15.34

Wide

QQQ

Medium

.
0.5

.

.

1.07

0.96

36.14

0.0

1.0

1.5

2.0

11

Altria Group Inc MO

134,985.34

19,513.00

7.07

Wide

QQ

Low

C

Z

X

1.20

3.59

8.95

12

L'Oreal SA OR

122,755.30

26,753.00

3.90

Wide

QQ

Medium

C

C

.

1.07

1.81

28.41

13

Ambev SA ADR ABEV

102,812.61

46,049.57

7.36

Wide

QQQ

Medium

V

Z

.

1.10

2.54

38.23

14

The Kraft Heinz Co KHC

93,846.39

26,212.00

3.64

Narrow

QQ

Medium

V

V

X

1.08

3.18

24.30

15

Diageo PLC ADR DEO

91,010.82

12,050.00

5.69

Wide

QQQ

Medium

C

C

.

1.10

2.22

25.22

Data as of 12/31/2017.

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