26 industries 307 companies value 3.1 tn revenue 1.5 tn
| Industry | n | Value | Revenue | Margin | Cash | Group leader | Concentration |
|---|---|---|---|---|---|---|---|
| Gold | 64 | 659 bn | 147 bn | 29.5% | 41 bn | NEM 18.9% | Evenly matched |
| Diversified mining | 9 | 446 bn | 170 bn | 16.8% | 31 bn | BHP 47.4% | Comfortable leader |
| Copper and electrification metals | 17 | 307 bn | 53 bn | 17.2% | 7.7 bn | SCCO 55.6% | Comfortable leader |
| Industrial gases and chemicals | 2 | 299 bn | 48 bn | 15.0% | 3.4 bn | LIN 77.7% | Clear leader |
| Steel | 21 | 231 bn | 272 bn | 2.6% | 4.6 bn | NUE 25.6% | Evenly matched |
| Specialty chemicals | 36 | 194 bn | 92 bn | 1.7% | 6.5 bn | ECL 41.3% | Open contest |
| Construction materials (aggregates) | 5 | 128 bn | 55 bn | 13.7% | 4.7 bn | CRH 43.1% | Comfortable leader |
| Packaging | 16 | 128 bn | 141 bn | 2.5% | 6.9 bn | SW 16.8% | Evenly matched |
| Paints and coatings | 3 | 112 bn | 46 bn | 10.0% | 5.1 bn | SHW 72.1% | Clear leader |
| Commodity chemicals | 19 | 89 bn | 143 bn | -3.7% | 4.0 bn | DOW 24.3% | Evenly matched |
| Semiconductor materials | 7 | 77 bn | 18 bn | 10.1% | 2.1 bn | Q 32.5% | Open contest |
| Cement | 11 | 71 bn | 46 bn | 7.9% | 3.3 bn | AMRZ 29.1% | Open contest |
| Fertilizers | 8 | 66 bn | 56 bn | 8.4% | 4.4 bn | NTR 51.0% | Comfortable leader |
| Silver | 13 | 65 bn | 11 bn | 20.6% | 3.3 bn | PAAS 28.8% | Open contest |
| Specialty and aerospace alloys | 6 | 55 bn | 11 bn | 9.8% | 1.0 bn | ATI 46.8% | Comfortable leader |
| Lithium | 11 | 32 bn | 11 bn | 4.1% | 0.6 bn | SQM 54.3% | Comfortable leader |
| Industrial plastic products | 9 | 21 bn | 9.4 bn | 9.7% | 1.1 bn | WMS 46.4% | Comfortable leader |
| Aluminum | 5 | 21 bn | 30 bn | 8.8% | 0.8 bn | AA 53.4% | Comfortable leader |
| Adhesives and specialty coatings | 3 | 19 bn | 13 bn | 8.0% | 1.0 bn | RPM 65.2% | Clear leader |
| Rare earths and critical minerals | 16 | 18 bn | 0.5 bn | -264.6% | -1.1 bn | MP 39.1% | Open contest |
| Timber and wood products | 4 | 16 bn | 11 bn | -7.2% | 0.0 bn | WFG 33.1% | Open contest |
| Pulp and paper | 7 | 14 bn | 23 bn | 4.3% | 2.8 bn | SUZ 77.9% | Clear leader |
| Seeds and crop protection | 7 | 13 bn | 25 bn | -8.2% | 1.0 bn | CTVA 67.1% | Clear leader |
| Glass and metal packaging | 3 | 7.9 bn | 19 bn | -4.6% | 0.6 bn | SLGN 53.6% | Comfortable leader |
| Aerospace composites | 2 | 7.5 bn | 2.1 bn | 6.4% | 0.3 bn | HXL 92.3% | Clear leader |
| Platinum and palladium | 3 | 7.1 bn | 7.9 bn | -3.7% | 0.1 bn | SBSW 96.9% | Clear leader |
The 20 largest companies in the sector
| Rank | Ticker | Company | Industry | Value | Revenue | Margin | FCF |
|---|---|---|---|---|---|---|---|
| 1 | LIN | Linde plc United Kingdom/Ireland · score 5.9 | Industrial gases and chemicals | 232 bn | 35 bn | 20.4% | 5.0 bn |
| 2 | BHP | BHP Group Australia · score 7.4 | Diversified mining | 211 bn | 59 bn | 22.2% | 12 bn |
| 3 | SCCO | Southern Copper United States/Mexico · score 6.7 | Copper and electrification metals | 170 bn | 16 bn | 27.5% | 5.1 bn |
| 4 | RIO | Rio Tinto United Kingdom/Australia · score 8.6 | Diversified mining | 146 bn | 62 bn | 20.9% | 19 bn |
| 5 | NEM | Newmont United States · score 7.3 | Gold | 124 bn | 26 bn | 33.4% | 9.7 bn |
| 6 | FCX | Freeport-McMoRan United States · score 5.7 | Copper and electrification metals | 100 bn | 26 bn | 11.4% | 1.6 bn |
| 7 | AEM | Agnico Eagle Mines Canada · score 6.8 | Gold | 94 bn | 12 bn | 37.5% | 4.4 bn |
| 8 | SHW | Sherwin-Williams United States · score 6.2 | Paints and coatings | 81 bn | 24 bn | 11.0% | 3.2 bn |
| 9 | ECL | Ecolab United States · score 5.5 | Specialty chemicals | 80 bn | 17 bn | 12.6% | 1.9 bn |
| 10 | B | BARRICK MINING CORP Canada · score 7.4 | Gold | 68 bn | 21 bn | 45.9% | 5.2 bn |
| 11 | APD | Air Products & Chemicals United States · score 0.0 | Industrial gases and chemicals | 67 bn | 13 bn | -0.4% | -1.6 bn |
| 12 | WPM | Wheaton Precious Metals Canada · score 6.6 | Gold | 60 bn | 3.2 bn | 64.7% | 2.5 bn |
| 13 | NUE | Nucor United States · score 5.7 | Steel | 59 bn | 36 bn | 8.0% | 1.6 bn |
| 14 | VALE | Vale S.A. Brazil · score 5.1 | Diversified mining | 56 bn | 41 bn | 4.4% | — |
| 15 | CRH | CRH plc Ireland · score 5.8 | Construction materials (aggregates) | 55 bn | 39 bn | 9.9% | 2.7 bn |
| 16 | MT | ArcelorMittal Luxembourg · score 6.7 | Steel | 48 bn | 63 bn | 3.0% | 4.7 bn |
| 17 | FNV | Franco-Nevada Canada · score 6.4 | Gold | 47 bn | 2.3 bn | 63.8% | 1.8 bn |
| 18 | AU | AngloGold Ashanti United States/South Africa · score 7.8 | Gold | 46 bn | 12 bn | 37.9% | 6.2 bn |
| 19 | MLM | Martin Marietta United States · score 5.6 | Construction materials (aggregates) | 36 bn | 6.7 bn | 36.7% | 0.8 bn |
| 20 | STLD | Steel Dynamics United States · score 5.6 | Steel | 35 bn | 21 bn | 7.8% | 1.0 bn |
Other sectors
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.