Sector Fundamentals
Compare growth metrics across all 11 GICS sectors in the S&P 500. Identify sector leaders and laggards, analyze industry trends, and discover which sectors are driving market growth.
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Sectors Covered
11
Companies Analyzed
100
Data Source
SEC EDGAR
Understanding sector fundamentals
Sector-level views help you see where growth is concentrating and where it’s fading. Use this dashboard to compare sectors, then drill down to identify the companies driving the results.
General overview: what sector analysis is measuring
This page compares the 11 GICS sectors across fundamental growth metrics like TTM and CAGR. The goal is to spot leaders and laggards and understand how broad (or narrow) growth is across the market.
Sector comparisons are especially useful for regime awareness. Cyclical sectors often lead in expansions, while defensive sectors can outperform in risk-off environments.
Use the sector view to set a baseline, then drill into sectors to identify which companies are contributing most to growth (and whether the story is concentrated in a few names).
Detailed breakdown: how to use sector metrics
These cards explain the key concepts and common ways to apply sector-level fundamentals to screening and portfolio context.
Sector workflow
Top-down: Sector leaders → Drill-down: Company drivers → Validate: Catalysts + valuation
Use sectors as a map: first identify where growth is strongest, then investigate whether it is broad-based or concentrated. Finally, validate the thesis with company-level fundamentals and risk management.
11
GICS sectors
TTM
Recent trend
CAGR
Persistence
Tip: use S&P 500 Growth to compare individual companies within a chosen sector.
GICS classification
A standardized sector map
- Definition: GICS groups companies into 11 sectors based on their primary business activity.
- Why it matters: creates apples-to-apples peer groups for analysis.
- Use it for: comparing growth and fundamentals within similar businesses.
Sector rotation
Cycle-aware positioning
- Expansion: cyclical sectors often lead (e.g., Technology, Discretionary).
- Downturn: defensive sectors often hold up better (e.g., Staples, Utilities).
- Best practice: confirm the macro backdrop before rotating.
Growth analysis
Where fundamentals are strengthening
- TTM growth: useful for recent momentum.
- CAGR: useful for sustained multi-year trends.
- Watch for: sectors with improving TTM and strong CAGR (cleaner signal).
Diversification strategy
Risk management lens
- Goal: reduce concentration risk by spreading exposure across sectors.
- Use it for: identifying whether your portfolio is overly tied to one sector regime.
- Reminder: diversification can reduce volatility but doesn’t eliminate risk.
Relative performance and leaders
Finding the drivers
- Compare within a sector: identify companies that outperform peers on growth metrics.
- Concentration check: a sector can look strong because of a few mega-caps.
- Next step: drill down to company profiles to validate durability.
Frequently asked questions
What are the 11 GICS sectors? ▼
The 11 GICS (Global Industry Classification Standard) sectors are: Information Technology, Health Care, Financials, Consumer Discretionary, Communication Services, Industrials, Consumer Staples, Energy, Utilities, Real Estate, and Materials. These sectors provide a standardized framework for classifying companies based on their primary business activities.
How is sector performance measured? ▼
Sector performance is measured by aggregating the financial metrics of all companies within each sector. Key metrics include average TTM (Trailing Twelve Months) revenue and EPS growth, as well as 3-year and 5-year Compound Annual Growth Rates (CAGR). These metrics help investors understand the overall health and growth trajectory of each industry sector.
Why compare sectors in investing? ▼
Sector comparison is a key strategy in portfolio management. Different sectors perform better during different phases of the economic cycle. By understanding sector fundamentals, investors can implement sector rotation strategies, identify growth opportunities, and diversify their portfolios across industries to manage risk.
What is sector rotation? ▼
Sector rotation is an investment strategy where investors move capital between different sectors based on where they are in the economic cycle. For example, defensive sectors like Utilities and Consumer Staples often outperform during economic downturns, while cyclical sectors like Technology and Consumer Discretionary tend to lead during expansions.
How should I use the sector cards and rankings? ▼
Start by identifying the strongest and weakest sectors on the key growth metrics, then drill down into a sector to see which companies are driving the results. Use peer comparisons within a sector to avoid mixing fundamentally different business models.
Important considerations
- Sector averages can hide dispersion — a few companies can dominate the sector outcome.
- Growth is not valuation — fast growth can still be overvalued depending on price and expectations.
- This is not financial advice — use sector data for research and context, not standalone decisions.
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