Top Consumer Cyclical Stocks by Return on Assets
Top consumer cyclical companies ranked by return on assets, latest annual filings.
What Return on Assets Means for Consumer Cyclical Companies
Return on assets compares profit with the whole base a company works, which in consumer cyclical means stores, inventory, factories and, for some, a lending arm. Retailers that turn stock quickly can earn respectable returns on a modest base, since the same shelf space produces sales many times a year. Automakers and other heavy manufacturers earn much less on far larger bases, so the sector's ranking largely reflects how much capital a model needs.
Why It Matters in Consumer Cyclical
For retail the ratio is close to the heart of the business, because turning the same inventory more often is how the model creates value, and the measure captures that directly. Two adjustments keep it honest. Lease accounting brought store leases onto the balance sheet, which lowered the ratio for lease-heavy chains without changing anything they do. And discretionary demand swings, so a strong year reflects the consumer as much as the operator.
What to Read Alongside
Pair return on assets with Return on Equity to see what debt contributes, Net Margin to tell thin-margin, fast-turning models from richer ones, and Total Assets for the size of the base being worked.
| # | Symbol | Company | Sector | ||
|---|---|---|---|---|---|
| 1 | DPZ | Domino's Pizza, Inc. | Consumer Cyclical | 35.05% | $10.31B |
| 2 | BYD | Boyd Gaming Corporation | Consumer Cyclical | 28.04% | $5.26B |
| 3 | DECK | Deckers Outdoor Corporation | Consumer Cyclical | 27.77% | $10.94B |
| 4 | LUXE | LuxExperience B.V. | Consumer Cyclical | 24.98% | $1.27B |
| 5 | NVR | NVR, Inc. | Consumer Cyclical | 22.88% | $15.26B |
| 6 | TPR | Tapestry, Inc. | Consumer Cyclical | 22.83% | $22.01B |
| 7 | HRB | H&R Block, Inc. | Consumer Cyclical | 22.53% | $6.13B |
| 8 | BKE | The Buckle, Inc. | Consumer Cyclical | 21.16% | $2.40B |
| 9 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | 20.11% | $29.44B |
| 10 | YUM | Yum! Brands, Inc. | Consumer Cyclical | 19.02% | $40.79B |
| 11 | LULU | lululemon athletica inc. | Consumer Cyclical | 18.67% | $11.92B |
| 12 | BKNG | Booking Holdings Inc. | Consumer Cyclical | 18.47% | $115.07B |
| 13 | ATAT | Atour Lifestyle Holdings Limited | Consumer Cyclical | 17.68% | $4.44B |
| 14 | EAT | Brinker International, Inc. | Consumer Cyclical | 17.30% | $7.87B |
| 15 | SGHC | Super Group (SGHC) Limited | Consumer Cyclical | 17.21% | $5.52B |
| 16 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | 17.07% | $35.95B |
| 17 | ROL | Rollins, Inc. | Consumer Cyclical | 16.77% | $16.62B |
| 18 | RACE | Ferrari N.V. | Consumer Cyclical | 16.59% | $68.87B |
| 19 | ULTA | Ulta Beauty, Inc. | Consumer Cyclical | 16.48% | $26.74B |
| 20 | DDS | Dillard's, Inc. | Consumer Cyclical | 16.27% | $10.48B |
| 21 | PDD | PDD Holdings Inc. | Consumer Cyclical | 15.53% | $111.21B |
| 22 | ATMU | Atmus Filtration Technologies Inc. | Consumer Cyclical | 15.36% | $3.63B |
| 23 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 15.36% | $158.07B |
| 24 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 15.35% | $73.66B |
| 25 | GEF | Greif, Inc. | Consumer Cyclical | 14.57% | $4.70B |
| 26 | MNSO | MINISO Group Holding Limited | Consumer Cyclical | 14.45% | $2.91B |
| 27 | MCD | McDonald's Corporation | Consumer Cyclical | 14.39% | $177.50B |
| 28 | ANF | Abercrombie & Fitch Co. | Consumer Cyclical | 14.31% | $6.99B |
| 29 | IHG | InterContinental Hotels Group PLC | Consumer Cyclical | 14.18% | $24.41B |
| 30 | ROST | Ross Stores, Inc. | Consumer Cyclical | 13.80% | $74.79B |
| 31 | HD | The Home Depot, Inc. | Consumer Cyclical | 13.47% | $318.64B |
| 32 | YETI | YETI Holdings, Inc. | Consumer Cyclical | 13.39% | $3.18B |
| 33 | GNTX | Gentex Corporation | Consumer Cyclical | 13.14% | $4.35B |
| 34 | SN | SharkNinja, Inc. | Consumer Cyclical | 13.11% | $27.98B |
| 35 | GTX | Garrett Motion Inc. | Consumer Cyclical | 13.10% | $4.05B |
| 36 | IBP | Installed Building Products, Inc. | Consumer Cyclical | 12.83% | $5.37B |
| 37 | BBWI | Bath & Body Works, Inc. | Consumer Cyclical | 12.80% | $4.31B |
| 38 | CVCO | Cavco Industries, Inc. | Consumer Cyclical | 12.78% | $4.09B |
| 39 | CHH | Choice Hotels International, Inc. | Consumer Cyclical | 12.68% | $4.90B |
| 40 | TCOM | Trip.com Group Limited | Consumer Cyclical | 12.45% | $25.13B |
| 41 | GRBK | Green Brick Partners, Inc. | Consumer Cyclical | 12.36% | $2.76B |
| 42 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | 12.29% | $111.21B |
| 43 | PHM | PulteGroup, Inc. | Consumer Cyclical | 12.29% | $23.11B |
| 44 | RL | Ralph Lauren Corporation | Consumer Cyclical | 12.16% | $23.06B |
| 45 | CART | Maplebear Inc. | Consumer Cyclical | 12.12% | $14.45B |
| 46 | FTDR | Frontdoor, Inc. | Consumer Cyclical | 11.90% | $5.78B |
| 47 | AZO | AutoZone, Inc. | Consumer Cyclical | 11.89% | $51.59B |
| 48 | EBAY | eBay Inc. | Consumer Cyclical | 11.65% | $52.79B |
| 49 | TXRH | Texas Roadhouse, Inc. | Consumer Cyclical | 11.43% | $10.88B |
| 50 | ABNB | Airbnb, Inc. | Consumer Cyclical | 11.31% | $100.85B |
| 51 | CVNA | Carvana Co. | Consumer Cyclical | 10.66% | $62.30B |
| 52 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | 10.25% | $75.05B |
| 53 | ALSN | Allison Transmission Holdings, Inc. | Consumer Cyclical | 10.24% | $8.85B |
| 54 | CHA | Chagee Holdings Limited | Consumer Cyclical | 10.22% | $2.37B |
| 55 | DHI | D.R. Horton, Inc. | Consumer Cyclical | 10.11% | $40.98B |
| 56 | TSCO | Tractor Supply Company | Consumer Cyclical | 10.02% | $16.95B |
| 57 | MUSA | Murphy USA Inc. | Consumer Cyclical | 9.96% | $9.91B |
| 58 | SKY | Champion Homes, Inc. | Consumer Cyclical | 9.71% | $4.30B |
| 59 | TILE | Interface, Inc. | Consumer Cyclical | 9.62% | $2.11B |
| 60 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 9.49% | $2.69T |
| 61 | MAR | Marriott International, Inc. | Consumer Cyclical | 9.44% | $102.94B |
| 62 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | 9.38% | $24.13B |
| 63 | VIK | Viking Holdings Ltd | Consumer Cyclical | 9.38% | $37.82B |
| 64 | URBN | Urban Outfitters, Inc. | Consumer Cyclical | 9.28% | $7.76B |
| 65 | TOL | Toll Brothers, Inc. | Consumer Cyclical | 9.27% | $12.94B |
| 66 | BOOT | Boot Barn Holdings, Inc. | Consumer Cyclical | 9.22% | $3.46B |
| 67 | VIPS | Vipshop Holdings Limited | Consumer Cyclical | 9.19% | $6.01B |
| 68 | SON | Sonoco Products Company | Consumer Cyclical | 8.99% | $4.87B |
| 69 | KTB | Kontoor Brands, Inc. | Consumer Cyclical | 8.81% | $4.13B |
| 70 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | 8.69% | $79.20B |
| 71 | YUMC | Yum China Holdings, Inc. | Consumer Cyclical | 8.62% | $15.33B |
| 72 | ALV | Autoliv, Inc. | Consumer Cyclical | 8.50% | $8.30B |
| 73 | LEVI | Levi Strauss & Co. | Consumer Cyclical | 8.44% | $8.37B |
| 74 | MHO | M/I Homes, Inc. | Consumer Cyclical | 8.43% | $3.15B |
| 75 | DORM | Dorman Products, Inc. | Consumer Cyclical | 8.19% | $3.70B |
| 76 | NKE | NIKE, Inc. | Consumer Cyclical | 8.09% | $56.31B |
| 77 | RVLV | Revolve Group, Inc. | Consumer Cyclical | 8.07% | $1.56B |
| 78 | GOLF | Acushnet Holdings Corp. | Consumer Cyclical | 8.05% | $4.78B |
| 79 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 8.00% | $26.02B |
| 80 | VVV | Valvoline Inc. | Consumer Cyclical | 7.89% | $4.08B |
| 81 | HTHT | H World Group Limited | Consumer Cyclical | 7.84% | $14.93B |
| 82 | AVY | Avery Dennison Corporation | Consumer Cyclical | 7.82% | $13.90B |
| 83 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | 7.42% | $23.69B |
| 84 | BBY | Best Buy Co., Inc. | Consumer Cyclical | 7.29% | $20.54B |
| 85 | FIVE | Five Below, Inc. | Consumer Cyclical | 7.26% | $12.66B |
| 86 | PKG | Packaging Corporation of America | Consumer Cyclical | 7.22% | $22.61B |
| 87 | ASO | Academy Sports and Outdoors, Inc. | Consumer Cyclical | 7.14% | $3.67B |
| 88 | PLNT | Planet Fitness, Inc. | Consumer Cyclical | 7.06% | $3.94B |
| 89 | BIRK | Birkenstock Holding plc | Consumer Cyclical | 7.05% | $5.38B |
| 90 | SBH | Sally Beauty Holdings, Inc. | Consumer Cyclical | 6.82% | $1.63B |
| 91 | CHWY | Chewy, Inc. | Consumer Cyclical | 6.62% | $8.80B |
| 92 | GAP | The Gap, Inc. | Consumer Cyclical | 6.46% | $7.82B |
| 93 | PRKS | United Parks & Resorts Inc. | Consumer Cyclical | 6.43% | $1.39B |
| 94 | KBH | KB Home | Consumer Cyclical | 6.42% | $2.82B |
| 95 | BURL | Burlington Stores, Inc. | Consumer Cyclical | 6.15% | $15.15B |
| 96 | REYN | Reynolds Consumer Products Inc. | Consumer Cyclical | 6.10% | $4.85B |
| 97 | COLM | Columbia Sportswear Company | Consumer Cyclical | 6.05% | $3.11B |
| 98 | LEN | Lennar Corporation | Consumer Cyclical | 6.04% | $19.98B |
| 99 | MAT | Mattel, Inc. | Consumer Cyclical | 5.99% | $4.52B |
| 100 | RUSHA | Rush Enterprises, Inc. | Consumer Cyclical | 5.95% | $5.29B |
No companies match this search.
How this ranking is built
Companies are ranked by return on assets as reported in their most recent annual filing with the SEC. Figures shown are in US dollars (or percent, as noted), rounded to two decimals.
- Source: annual 10-K / 20-F filings from companies trading on US exchanges (NYSE, Nasdaq, AMEX).
- Fiscal year: whichever annual period the company has most recently filed. Fiscal years don't always align with the calendar year, so the "as of FY" stamp above reflects the most common year across the table.
- Filtered out: warrants, preferred shares, and duplicate listings that share a parent company's financials.
- Size floor: A company qualifies at $1 billion in annual revenue or above, so a small filer with a freak ratio cannot top the list.
- Value range: Only figures above 0% and up to 100% qualify.
- Update cadence: refreshed as companies file new annual reports (typically within 60–90 days of fiscal year end).
Not financial advice. This is a research tool, not a recommendation.
Frequently asked questions
Why can a discount retailer show a higher return on assets than a luxury brand?
Because the ratio rewards speed as well as margin. A retailer earning a thin margin on inventory that turns many times a year can produce more profit per dollar of assets than a company earning a rich margin on stock that moves slowly. Neither model is superior; they reach the same place by different routes. Net margin and asset turnover read together explain which route a given company takes.
Did lease accounting change what this ratio means for retailers?
It changed the denominator. Operating leases that once sat outside the balance sheet are now recorded as right-of-use assets with matching liabilities, so chains that rent their stores carry a much larger asset base than they used to. Reported returns fell for those companies without any change in how the stores trade. Comparisons reaching back across the accounting change need care, and comparisons between owners and renters were never straightforward.