The Complete List Of All 674 Consumer Cyclical Stocks with Dividends Sure Dividend

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The Complete List Of All 674 Consumer Cyclical Stocks That Pay Dividends


Updated weekly on Wednesdays

The consumer cyclical sector is one of the larger constituents of the broader stock market. Having exposure to this important S&P 500 component is important for any well-diversified investment strategy.

With that in mind, we’ve compiled a list of all 674 dividend-paying consumer cyclical stocks along with important investing metrics, which you can download below:

 

You can view a preview of our consumer cyclical stocks spreadsheet below:

Keep reading this article to learn about the merits of investing in consumer cyclical stocks.

How To Use The Consumer Cyclical Stocks List To Find Investment Ideas

Having an Excel document containing the names, tickers, and financial data for all dividend-paying consumer cyclical stocks is extremely useful.

This tool becomes even more powerful when it is combined with a working knowledge of Microsoft Excel.

With that in mind, this section will demonstrate how to implement two actionable financial screens to the stocks already held within the consumer cyclical stocks list.

The first screen we’ll apply is for stocks with dividend yields above 2%. Since the S&P 500 is trading at a dividend yield of approximately 2% right now, this screen will be called the “above-average dividend yield” screen.

Screen 1: Above-Average Dividend Yields

Step 1: Download the consumer cyclical stocks list at the link above.

Step 2: Click on the filter icon at the top of the dividend yield column, as shown below.

Consumer Cyclical Stocks Excel Tutorial 1

Step 3: In the resulting filter window, change the filter setting to “Greater Than” and input 0.02 into the field beside it, as shown below.

Consumer Cyclical Stocks Excel Tutorial 2

The remaining stocks in this Excel sheet are dividend-paying consumer cyclical stocks with dividend yields above 2%.

The next screen that we’ll implement is for dividend-paying consumer cyclical stocks with price-to-earnings ratios below 20 and market capitalizations above $5 billion.

Screen 2: Low Price-to-Earnings Ratios, Large Market Capitalizations

Step 1: Download the consumer cyclical stocks list at the link above.

Step 2: When implementing a multi-factor screen like this one, it does not matter which metric is filtered first. We’ll screen first for price-to-earnings ratios below twenty.

To do so, begin by clicking the filter icon at the top of the price-to-earnings column, as shown below.

Consumer Cyclical Stocks Excel Tutorial 3

Step 3: In the resulting filter window, change the filter setting to “Less Than” and input “20” into the field beside it, as shown below.

Consumer Cyclical Stocks Excel Tutorial 4

Step 4: Close out of the filter window by clicking the exit button (not by clicking the “Clear Filter” button). Then, click on the filter icon at the top of the market capitalization column, as shown below.

Consumer Cyclical Stocks Excel Tutorial 5

Step 5: Change the filter setting to “Greater Than” and input 5000 into the field beside it. Note that since the consumer cyclical stocks list measures market capitalization in millions of dollars, filtering for stocks with market capitalizations above “$5,000 million” is equivalent to screening for stocks with  capitalizations exceeding $5 billion.

Consumer Cyclical Stocks Excel Tutorial 6

The remaining stocks in this Excel document are dividend-paying consumer cyclical stocks with price-to-earnings ratios below 20 and market capitalizations above $5 billion.

You now have a strong fundamental understanding of how to use the consumer cyclical stocks list to find high-quality investment ideas.

The remainder of this article will provide a detailed summary of the merits of investing in the consumer cyclical sector.

Why Invest In Consumer Cyclical Stocks

As with many things, there is a time and a place for consumer cyclical stocks.

As their name implies, consumer cyclical stocks are cyclical in nature. This is because they produce goods and services that are considered non-essential by the average consumer. A few examples of consumer cyclical stocks (which are also called consumer discretionary stocks) are listed below:

The consumer discretionary sector is highly varied.  It includes the following industries (among others):

The non-essential business models of these companies mean that their financial performance is highly reliant on the state of the overall economy. When times are good, consumer cyclical stocks will perform very well; conversely, recessions will cause consumer cyclical stocks to perform worse than their consumer staples counterparts.

What does this mean for self-directed investors looking for exposure to consumer cyclical stocks?

Well, recessions tend to negatively impact the profits (earnings-per-share) of consumer cyclical companies. More importantly, it tends to affect their stock prices far more.

This means that recessions are usually the best time to buy consumer cyclical stocks because their price-to-earnings ratios tend to decline to well below their normal levels. Similar logic suggests that right now is probably not the best time to buy consumer cyclical stocks. After a very lengthy bull market, stock prices are elevated and the S&P 500’s price-to-earnings ratio is well above its long-term historical averages, as shown below:

Schiller PE Ratio

Source: Schiller PE Ratio Courtesy of Multpl

With that said, there are still individual bargains within the sector (despite its broad overvaluation). The best way to find them is to apply a quantitative ranking methodology such as The 8 Rules of Dividend Investing.

Final Thoughts

The consumer cyclical sector is home to many strong dividend stocks.

With that said, it is not the only place you should look for high-quality dividend growth investment opportunities.

If you’re willing to explore ideas outside of the consumer cyclical sector, the following databases contain some of the most high-quality dividend stocks around:

Additionally, if you’re looking for sector-specific exposure outside of the consumer cyclical sector, the following sector databases will prove useful:

Thanks for reading this article. Please send any feedback, corrections, or questions to support@suredividend.com.


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