Consumer Discretionary Stocks

Retailers, carmakers, homebuilders, restaurants, hotels, apparel and leisure. 172 companies worth $7.3T together, at a median P/E of 18.0.

Operative Builders

Largest first.

Company	Market value	P/E	Yield	From 52-week high	Short interest
D.R. Horton IncDHIOperative Builders	$37.9B$134.88	12.4×	1.3%	-19.6%	3.9%
Pultegroup IncPHMOperative Builders	$21B$112.12	11.0×	0.9%	-21.4%	4.4%
NVR IncNVROperative Builders	$15.7B$5,899.16	13.8×	—	-27.1%	5.4%
Toll Brothers IncTOLOperative Builders	$12.3B$133.13	10.2×	0.6%	-19.9%	4.3%
Meritage Homes CorpMTHOperative Builders	$3.8B$58.81	8.5×	3.2%	-31.0%	6.1%
KB HomeKBHOperative Builders	$2.7B$43.13	11.7×	2.3%	-35.0%	15.4%
Century Communities IncCCSOperative Builders	$1.6B$55.67	11.8×	2.2%	-25.6%	6.6%
LGI Homes IncLGIHOperative Builders	$1B$43.82	15.4×	—	-33.4%	14.1%

Industries are the SEC's own codes for each company. Market value is the latest close times the shares on the latest filing; P/E is left out where earnings are not positive.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.Stock ScreensPiotroski, Graham, dividend records and most shorted.Fund Manager CommentaryWhat well-known funds' managers say drove their year.