Morningstar Magazine - April/May 2018 - 69

Sector Snapshot: Industrials
The data on this page represents industrials companies covered by Morningstar analysts.

Industry Structure
Moat Breakdown*

Key Stats
Industrials %

S&P 500 %

Wide Moat

25.0

24.7

Narrow Moat

37.5

No Moat

37.5

Industry Map

Aggregates

Industrials

S&P 500

Number of Companies

224

506

40.3

Total Market Cap $mil

4,589,483

21,659,145

20.6

Total Fair Value $mil

4,524,409

20,433,851

Total Revenue $mil
Stock Type Breakdown

Industrials %

32,295,104

25840.0015
25840.0015
19802.0010
19802.0010

10,481,996
13764.0005
13764.0005

7726.0000
7726.0000

S&P 500 %

5234.6003
3989.4002

2.4

Valuation

Distressed

0.4

2.6

Price/Fair Value

Hard Asset

0.0

0.0

P/E

37.1

38.7

Price/Book

3.11

2.34

Slow Growth

1.3

20.4

Price/Sales

1.63

2.87

Classic Growth

0.9

9.5

Price/CF

15.36

21.94

Aggressive Growth

0.0

5.7

Dividend Yield %

1.97

2.63

0.0

3.0

59.8

0.0

Industrials

S&P 500

ROE %

15.01

24.09

ROA %

5.61

5.52

Not Classified
*Based on Morningstar analyst coverage.

Medium

6479.8004

0.4

Speculative Growth

Large

31878.0020
31878.0020

High Yield

Cyclical

Market
Cap

2744.2001
1499.0000
1498.0

1.01
636.4

Profitability & Financial Health

S&P 500

Industrials

22.69

Small

1282.6

1067.2
851.8

421.0

1.06
44.36

Net Margin %

7.45

9.86

Debt/Capital %

37.36

49.95

Undervalued

Overvalued

0
0.5
Price/Fair Value

1

2

1.5

Industrials 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.

0.0

0.5

1.0

2.0

1.5

Industrials
Name/Ticker
1

Boeing BA

Market
Cap ($mil)

Revenue
TTM ($mil)

Price/
Sales

Economic
Moat

Morningstar Uncertainty
Rating
Rating

202,834.96

93,392.00

2.37

Wide

QQ

High

ProfitGrowth ability
Grade Grade

Financial Price/
Health
Fair Dividend
Grade
Value Yield %

C

Z

X

137,185.34

31,657.00

4.56

Wide

QQ

Low

C

Z

3

General Electric GE

122,597.97

122,092.00

1.00

Wide

QQQQ

High

0.5

C

V

4

Honeywell International HON

111,401.58

40,534.00

2.88

Wide

QQQ

Medium

C

V

5

United Technologies UTX

103,923.19

59,837.00

1.80

Wide

QQQ

High

C

V

2 3M MMM

0.0

0.0

0.5

Siemens SIEGY

103,041.01

83,659.00

1.06

Narrow

QQQQ

Medium

7 Union Pacific UNP

100,140.73

21,240.00

4.92

Wide

QQQ

Medium

C

6

C

1.21

1.73

26.97
29.70

1.17

2.12

0.60

5.10

-

0.99

1.90

70.61

0.97

2.12

23.64

Z
1.0

C
Z
X

1.0

Price/
Earnings

1.5

2.0

1.5

2.0

X

0.85

3.59

14.29

Z

X

0.97

2.03

9.75
53.08

C

8

Lockheed Martin LMT

97,585.23

51,048.00

2.01

Wide

QQ

Medium

C

Z

Z

1.10

2.24

9

United Parcel Service UPS

90,788.35

65,872.00

1.39

Wide

QQQ

Medium

C

Z

X

0.90

3.23

18.61

10

Airbus AIR

89,568.48

66,767.00

1.15

Narrow

QQQ

High

C

Z

X

0.99

1.44

26.58

0.0

0.5

1.0

1.5

2.0

11

Caterpillar CAT

87,480.46

45,462.00

2.04

Wide

QQ

Medium

C

V

X

1.17

2.12

122.72

12

General Dynamics GD

66,317.15

30,973.00

2.19

Wide

QQ

Medium

C

C

Z

1.12

1.50

23.27

13

FedEx FDX

64,644.44

62,335.00

1.07

Narrow

QQQ

Medium

X

C

Z

0.98

0.79

22.69

14

Raytheon RTN

61,965.32

25,348.00

2.50

Narrow

QQ

Medium

C

C

Z

1.12

1.49

31.34

15

Northrop Grumman NOC

59,720.75

25,803.00

2.38

Narrow

QQ

Medium

X

Z

X

1.18

1.20

30.52

Data as of 02/28/2018.

global.morningstar.com/Morningstarmagazine

69


http://global.morningstar.com/Morningstarmagazine

Table of Contents for the Digital Edition of Morningstar Magazine - April/May 2018

Contents
Morningstar Magazine - April/May 2018 - Cover1
Morningstar Magazine - April/May 2018 - Cover2
Morningstar Magazine - April/May 2018 - 1
Morningstar Magazine - April/May 2018 - 2
Morningstar Magazine - April/May 2018 - Contents
Morningstar Magazine - April/May 2018 - 4
Morningstar Magazine - April/May 2018 - 5
Morningstar Magazine - April/May 2018 - 6
Morningstar Magazine - April/May 2018 - 7
Morningstar Magazine - April/May 2018 - 8
Morningstar Magazine - April/May 2018 - 9
Morningstar Magazine - April/May 2018 - 10
Morningstar Magazine - April/May 2018 - 11
Morningstar Magazine - April/May 2018 - 12
Morningstar Magazine - April/May 2018 - 13
Morningstar Magazine - April/May 2018 - 14
Morningstar Magazine - April/May 2018 - 15
Morningstar Magazine - April/May 2018 - 16
Morningstar Magazine - April/May 2018 - 17
Morningstar Magazine - April/May 2018 - 18
Morningstar Magazine - April/May 2018 - 19
Morningstar Magazine - April/May 2018 - 20
Morningstar Magazine - April/May 2018 - 21
Morningstar Magazine - April/May 2018 - 22
Morningstar Magazine - April/May 2018 - 23
Morningstar Magazine - April/May 2018 - 24
Morningstar Magazine - April/May 2018 - 25
Morningstar Magazine - April/May 2018 - 26
Morningstar Magazine - April/May 2018 - 27
Morningstar Magazine - April/May 2018 - 28
Morningstar Magazine - April/May 2018 - 29
Morningstar Magazine - April/May 2018 - 30
Morningstar Magazine - April/May 2018 - 31
Morningstar Magazine - April/May 2018 - 32
Morningstar Magazine - April/May 2018 - 33
Morningstar Magazine - April/May 2018 - 34
Morningstar Magazine - April/May 2018 - 35
Morningstar Magazine - April/May 2018 - 36
Morningstar Magazine - April/May 2018 - 37
Morningstar Magazine - April/May 2018 - 38
Morningstar Magazine - April/May 2018 - 39
Morningstar Magazine - April/May 2018 - 40
Morningstar Magazine - April/May 2018 - 41
Morningstar Magazine - April/May 2018 - 42
Morningstar Magazine - April/May 2018 - 43
Morningstar Magazine - April/May 2018 - 44
Morningstar Magazine - April/May 2018 - 45
Morningstar Magazine - April/May 2018 - 46
Morningstar Magazine - April/May 2018 - 47
Morningstar Magazine - April/May 2018 - 48
Morningstar Magazine - April/May 2018 - 49
Morningstar Magazine - April/May 2018 - 50
Morningstar Magazine - April/May 2018 - 51
Morningstar Magazine - April/May 2018 - 52
Morningstar Magazine - April/May 2018 - 53
Morningstar Magazine - April/May 2018 - 54
Morningstar Magazine - April/May 2018 - 55
Morningstar Magazine - April/May 2018 - 56
Morningstar Magazine - April/May 2018 - 57
Morningstar Magazine - April/May 2018 - 58
Morningstar Magazine - April/May 2018 - 59
Morningstar Magazine - April/May 2018 - 60
Morningstar Magazine - April/May 2018 - 61
Morningstar Magazine - April/May 2018 - 62
Morningstar Magazine - April/May 2018 - 63
Morningstar Magazine - April/May 2018 - 64
Morningstar Magazine - April/May 2018 - 65
Morningstar Magazine - April/May 2018 - 66
Morningstar Magazine - April/May 2018 - 67
Morningstar Magazine - April/May 2018 - 68
Morningstar Magazine - April/May 2018 - 69
Morningstar Magazine - April/May 2018 - 70
Morningstar Magazine - April/May 2018 - 71
Morningstar Magazine - April/May 2018 - 72
Morningstar Magazine - April/May 2018 - 73
Morningstar Magazine - April/May 2018 - 74
Morningstar Magazine - April/May 2018 - 75
Morningstar Magazine - April/May 2018 - 76
Morningstar Magazine - April/May 2018 - 77
Morningstar Magazine - April/May 2018 - 78
Morningstar Magazine - April/May 2018 - 79
Morningstar Magazine - April/May 2018 - 80
Morningstar Magazine - April/May 2018 - Cover3
Morningstar Magazine - April/May 2018 - Cover4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com