Screen the sector that lives and dies by the health of household spending.
Consumer discretionary covers retailers, automakers, restaurants, apparel and e-commerce — businesses that thrive when household budgets are flush and get cut first when they’re not. That cyclicality makes same-store growth, margin resilience and balance-sheet strength through a downturn the real screen, rather than a single good quarter of spending.
Illustrative — not investment advice.
| Ticker | Company | Sub-industry | Quality Score |
|---|---|---|---|
| AMZN | Amazon | E-commerce & online retail | 6.9/10 |
| TSLA | Tesla | Electric vehicles | 4.9/10 |
| HD | Home Depot | Home-improvement retail | 6.4/10 |
| MCD | McDonald’s | Quick-service restaurants | 6.6/10 |
| NKE | Nike | Athletic apparel & footwear | 4.6/10 |
| LOW | Lowe’s | Home-improvement retail | 5.8/10 |
| BKNG | Booking Holdings | Online travel booking | 8.0/10 |
| SBUX | Starbucks | Coffeehouse chain | 5.6/10 |
| TJX | TJX Companies | Off-price apparel retail | 7.5/10 |
| GM | General Motors | Automobile manufacturing | 4.0/10 |
| F | Ford Motor | Automobile manufacturing | 3.0/10 |
| ABNB | Airbnb | Online travel & short-term rentals | 7.5/10 |
Same-store sales strip out the effect of new locations, showing whether existing demand is genuinely growing rather than growth being manufactured by expansion.
Discretionary spending is competitive and promotional; margin resilience through the cycle separates brands with real pricing power from those discounting to keep volume up.
Retailers and apparel brands live or die on moving inventory efficiently; slow turnover is an early warning sign of markdowns and margin pressure ahead.
Discretionary revenue is the first to fall in a downturn, so a manageable leverage load matters more here than in defensive sectors.
Online retail growth has normalised after its pandemic surge, shifting the competitive edge toward retailers who blend physical stores, logistics and digital seamlessly.
Persistent price sensitivity is favouring off-price retailers and value-menu restaurant chains over premium discretionary brands, reshaping where sector earnings growth concentrates.
Automakers are competing hard on electric-vehicle pricing, compressing margins across the industry and rewarding manufacturers with the lowest production cost per vehicle.
Each one opens the screener with these filters already on the bar — change any of them, or save the screen under your own name.
Income first — a dividend-yield floor, with valuation and free-cash-flow filters to screen out yield traps.
Durable, capital-efficient businesses: high returns on capital and fat margins, still growing.
Smaller companies compounding revenue faster than the market has noticed, and paying for themselves in cash.
Every card above opens the screener with the sector filter and its own bounds already on the bar. Change any of them — nothing here is fixed.
Stack valuation, profitability, growth, dividend and financial-health filters. Each one is a range with presets, the table answers as you move a bound, and every filter says how many companies it excluded for want of a value.
Open any survivor for the four intrinsic-value models, then save it to a watchlist with a margin-of-safety target so each name carries an undervalued / fair / rich signal.
Screen for durable same-store sales growth, resilient operating margins, efficient inventory turnover and manageable leverage. That favours brands with genuine pricing power over retailers propped up by discounting or debt-funded expansion.
Open the company’s Intrinsic Value tab: Lemma Analysis prices it four ways at once — Advanced DCF, Ben Graham, Simple DCF and the Dividend Discount Model — and draws all four on one axis against today’s price, with every assumption editable and a bear/base/bull case behind each one. There is deliberately no blended figure; which methods fit the company is stated instead, with the reason beside any that does not. Demand here turns with the cycle, so the bear case is the one to spend time on: a margin held flat through a downturn is the assumption that quietly does most of the work. Intrinsic Value is free for 3 companies a day with no account needed, and unlimited on Ultimate, which every new account gets for seven days without a card.
There is no one answer for a sector, and a page that gave you one would be stating a figure it cannot keep true. What the Fair Value tab does instead is ask it per company: seven multiples — P/E, Yield, P/FCF, P/OCF, P/S, EV/EBITDA and P/B — each measured against that company’s own history, so today’s reading is a percentile of what the market has actually paid for it rather than a comparison with a sector average. Demand turns with the cycle, so a one-year window flatters a good year and condemns a bad one. Judge this sector over a window long enough to hold a whole cycle inside the median. Fair Value is free for 3 companies a day with no account needed, and unlimited on Ultimate, which every new account gets for seven days without a card.
Yes — the screener is part of Ultimate. Every new account gets Ultimate for seven days with no credit card, which is enough to build a consumer discretionary screen, sort it and keep it; a screen you save stays on your account.
Spending on cars, travel, dining out and new clothes is the first thing households cut when budgets tighten and the first thing they restore when confidence returns, which is why discretionary earnings swing harder than staples or healthcare.
The screener is part of Ultimate, and every new account gets it for seven days: create an account, confirm your email, and the trial starts without a card. What you have built stays yours either way — a screen is an address, so the link you saved keeps working the day you subscribe.