Top Consumer Cyclical Stocks by Total Assets
Top consumer cyclical companies ranked by total assets, latest annual filings.
What Total Assets Means for Consumer Cyclical Companies
Total assets in consumer cyclical covers two very different balance sheets. Retailers and restaurant groups carry inventory, store fit-outs and, since lease accounting changed, right-of-use assets for the space they rent. Automakers and their captive finance arms carry factories plus a loan book of customer receivables that can rival a mid-sized lender. Both are recorded at book value from the latest annual accounts, before anything owed against them is deducted.
Why It Matters Less in Consumer Cyclical
Total assets on this list says more about format than about strength. A leased store estate and an owned one look completely different on the books while trading the same goods, and the lease accounting change lifted retail totals without a single new shelf being added. Inventory is the other trap, since a swollen stock balance can mean confident ordering ahead of a season or goods nobody wants, and the total alone cannot tell you which.
What to Read Alongside
Pair total assets with Return on Assets to see what the store base earns, Revenue for the sales it carries, and Long-Term Debt to see how much of it is financed.
| # | Symbol | Company | Sector | ||
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | $818.04B | $2.69T |
| 2 | TM | Toyota Motor Corporation | Consumer Cyclical | $624.43B | $232.78B |
| 3 | F | Ford Motor Company | Consumer Cyclical | $289.16B | $46.18B |
| 4 | GM | General Motors Company | Consumer Cyclical | $281.28B | $64.79B |
| 5 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | $276.83B | $249.47B |
| 6 | HMC | Honda Motor Co., Ltd. | Consumer Cyclical | $205.31B | $44.59B |
| 7 | TSLA | Tesla, Inc. | Consumer Cyclical | $137.81B | $1.55T |
| 8 | HD | The Home Depot, Inc. | Consumer Cyclical | $105.09B | $318.64B |
| 9 | JD | JD.com, Inc. | Consumer Cyclical | $99.41B | $34.09B |
| 10 | PDD | PDD Holdings Inc. | Consumer Cyclical | $90.10B | $111.21B |
| 11 | MCD | McDonald's Corporation | Consumer Cyclical | $59.52B | $177.50B |
| 12 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | $54.14B | $111.21B |
| 13 | CCL | Carnival Corporation Ltd. | Consumer Cyclical | $51.69B | $36.12B |
| 14 | SW | Smurfit Westrock Plc | Consumer Cyclical | $45.16B | $22.16B |
| 15 | MELI | MercadoLibre, Inc. | Consumer Cyclical | $42.67B | $84.60B |
| 16 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | $41.62B | $75.05B |
| 17 | MGM | MGM Resorts International | Consumer Cyclical | $41.37B | $7.18B |
| 18 | NKE | NIKE, Inc. | Consumer Cyclical | $38.41B | $56.31B |
| 19 | TCOM | Trip.com Group Limited | Consumer Cyclical | $38.24B | $25.13B |
| 20 | IP | International Paper Company | Consumer Cyclical | $37.96B | $17.69B |
| 21 | AMCR | Amcor plc | Consumer Cyclical | $37.09B | $21.34B |
| 22 | TJX | The TJX Companies, Inc. | Consumer Cyclical | $35.77B | $158.07B |
| 23 | DHI | D.R. Horton, Inc. | Consumer Cyclical | $35.47B | $40.98B |
| 24 | LEN | Lennar Corporation | Consumer Cyclical | $34.43B | $19.98B |
| 25 | SBUX | Starbucks Corporation | Consumer Cyclical | $32.02B | $117.07B |
| 26 | CZR | Caesars Entertainment, Inc. | Consumer Cyclical | $31.64B | $5.91B |
| 27 | MGA | Magna International Inc. | Consumer Cyclical | $31.42B | $17.11B |
| 28 | SE | Sea Limited | Consumer Cyclical | $29.37B | $45.33B |
| 29 | FLUT | Flutter Entertainment plc | Consumer Cyclical | $29.28B | $13.91B |
| 30 | BKNG | Booking Holdings Inc. | Consumer Cyclical | $29.26B | $115.07B |
| 31 | MAR | Marriott International, Inc. | Consumer Cyclical | $27.54B | $102.94B |
| 32 | KMX | CarMax, Inc. | Consumer Cyclical | $26.37B | $7.47B |
| 33 | QSR | Restaurant Brands International Inc. | Consumer Cyclical | $25.61B | $25.98B |
| 34 | LAD | Lithia Motors, Inc. | Consumer Cyclical | $25.11B | $6.31B |
| 35 | EXPE | Expedia Group, Inc. | Consumer Cyclical | $24.45B | $34.08B |
| 36 | APTV | Aptiv PLC | Consumer Cyclical | $23.41B | $9.05B |
| 37 | NCLH | Norwegian Cruise Line Holdings Ltd. | Consumer Cyclical | $22.54B | $7.00B |
| 38 | ABNB | Airbnb, Inc. | Consumer Cyclical | $22.21B | $100.85B |
| 39 | LI | Li Auto Inc. | Consumer Cyclical | $22.06B | $11.09B |
| 40 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | $21.92B | $23.69B |
| 41 | AZO | AutoZone, Inc. | Consumer Cyclical | $21.63B | $51.59B |
| 42 | GPC | Genuine Parts Company | Consumer Cyclical | $20.80B | $16.99B |
| 43 | DASH | DoorDash, Inc. | Consumer Cyclical | $19.66B | $72.98B |
| 44 | BALL | Ball Corporation | Consumer Cyclical | $19.52B | $17.06B |
| 45 | SCI | Service Corporation International | Consumer Cyclical | $18.65B | $11.22B |
| 46 | GT | The Goodyear Tire & Rubber Company | Consumer Cyclical | $18.21B | $1.24B |
| 47 | PHM | PulteGroup, Inc. | Consumer Cyclical | $18.05B | $23.11B |
| 48 | NIO | NIO Inc. | Consumer Cyclical | $17.79B | $8.17B |
| 49 | CPNG | Coupang, Inc. | Consumer Cyclical | $17.79B | $24.72B |
| 50 | PAG | Penske Automotive Group, Inc. | Consumer Cyclical | $17.60B | $13.93B |
| 51 | EBAY | eBay Inc. | Consumer Cyclical | $17.44B | $52.79B |
| 52 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | $17.41B | $14.24B |
| 53 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | $16.77B | $79.20B |
| 54 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | $16.54B | $73.66B |
| 55 | M | Macy's, Inc. | Consumer Cyclical | $16.24B | $6.16B |
| 56 | WHR | Whirlpool Corporation | Consumer Cyclical | $16.00B | $1.72B |
| 57 | ROST | Ross Stores, Inc. | Consumer Cyclical | $15.55B | $74.79B |
| 58 | LKQ | LKQ Corporation | Consumer Cyclical | $15.14B | $4.36B |
| 59 | RIVN | Rivian Automotive, Inc. | Consumer Cyclical | $14.86B | $16.55B |
| 60 | LEA | Lear Corporation | Consumer Cyclical | $14.84B | $5.75B |
| 61 | XPEV | XPeng Inc. | Consumer Cyclical | $14.75B | $8.74B |
| 62 | BBY | Best Buy Co., Inc. | Consumer Cyclical | $14.67B | $20.54B |
| 63 | TOL | Toll Brothers, Inc. | Consumer Cyclical | $14.52B | $12.94B |
| 64 | AN | AutoNation, Inc. | Consumer Cyclical | $14.39B | $5.30B |
| 65 | CCK | Crown Holdings, Inc. | Consumer Cyclical | $14.27B | $12.61B |
| 66 | PENN | PENN Entertainment, Inc. | Consumer Cyclical | $14.27B | $2.00B |
| 67 | H | Hyatt Hotels Corporation | Consumer Cyclical | $14.04B | $16.20B |
| 68 | BWA | BorgWarner Inc. | Consumer Cyclical | $13.77B | $11.23B |
| 69 | MHK | Mohawk Industries, Inc. | Consumer Cyclical | $13.69B | $8.36B |
| 70 | KSS | Kohl's Corporation | Consumer Cyclical | $13.36B | $2.68B |
| 71 | CVNA | Carvana Co. | Consumer Cyclical | $13.20B | $62.30B |
| 72 | WYNN | Wynn Resorts, Limited | Consumer Cyclical | $13.11B | $7.64B |
| 73 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | $12.86B | $24.13B |
| 74 | GAP | The Gap, Inc. | Consumer Cyclical | $12.63B | $7.82B |
| 75 | MBLY | Mobileye Global Inc. | Consumer Cyclical | $12.49B | $5.66B |
| 76 | VIK | Viking Holdings Ltd | Consumer Cyclical | $12.23B | $37.82B |
| 77 | AAP | Advance Auto Parts, Inc. | Consumer Cyclical | $11.83B | $2.81B |
| 78 | GPK | Graphic Packaging Holding Company | Consumer Cyclical | $11.78B | $2.59B |
| 79 | PVH | PVH Corp. | Consumer Cyclical | $11.68B | $3.99B |
| 80 | ABG | Asbury Automotive Group, Inc. | Consumer Cyclical | $11.62B | $3.10B |
| 81 | SGI | Somnigroup International Inc. | Consumer Cyclical | $11.60B | $14.30B |
| 82 | HGV | Hilton Grand Vacations Inc. | Consumer Cyclical | $11.54B | $2.78B |
| 83 | RACE | Ferrari N.V. | Consumer Cyclical | $11.30B | $68.87B |
| 84 | VIPS | Vipshop Holdings Limited | Consumer Cyclical | $11.27B | $6.01B |
| 85 | BALY | Bally's Corporation | Consumer Cyclical | $11.23B | $679.82M |
| 86 | SON | Sonoco Products Company | Consumer Cyclical | $11.16B | $4.87B |
| 87 | TSCO | Tractor Supply Company | Consumer Cyclical | $10.93B | $16.95B |
| 88 | YUMC | Yum China Holdings, Inc. | Consumer Cyclical | $10.78B | $15.33B |
| 89 | PKG | Packaging Corporation of America | Consumer Cyclical | $10.73B | $22.61B |
| 90 | GIL | Gildan Activewear Inc. | Consumer Cyclical | $10.47B | $7.47B |
| 91 | GME | GameStop Corp. | Consumer Cyclical | $10.39B | $12.06B |
| 92 | GPI | Group 1 Automotive, Inc. | Consumer Cyclical | $10.35B | $2.91B |
| 93 | AS | Amer Sports, Inc. | Consumer Cyclical | $10.06B | $16.61B |
| 94 | BURL | Burlington Stores, Inc. | Consumer Cyclical | $9.92B | $15.15B |
| 95 | VAC | Marriott Vacations Worldwide Corporation | Consumer Cyclical | $9.76B | $3.77B |
| 96 | SLGN | Silgan Holdings Inc. | Consumer Cyclical | $9.40B | $4.12B |
| 97 | VFC | V.F. Corporation | Consumer Cyclical | $9.29B | $6.66B |
| 98 | HTHT | H World Group Limited | Consumer Cyclical | $9.26B | $14.93B |
| 99 | OI | O-I Glass, Inc. | Consumer Cyclical | $9.24B | $989.57M |
| 100 | BRSL | Brightstar Lottery PLC | Consumer Cyclical | $9.16B | $1.74B |
No companies match this search.
Total assets measure balance-sheet size, not worth: a bank holding customer deposits carries assets many times its market value, while a software company of the same market value carries a fraction of them. Above 150 times market cap the accounts are not in US dollars, and the company is left out.
How this ranking is built
Companies are ranked by total 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 $500 million in market cap or above. Below that, one mis-stated figure outranks the companies the list is about.
- Currency check: A company whose annual revenue runs above 15 times its market cap is left out, because at that gap the two figures are not in the same currency.
- Currency check: A company whose balance sheet runs above 150 times its market cap is left out for the same reason.
- 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 did retailer balance sheets grow when lease accounting changed?
Leases that used to be disclosed in the notes now appear on the balance sheet as right-of-use assets, with a matching lease liability. A chain renting hundreds of locations recorded a much larger asset base overnight without opening a store or changing a single term. The comparison across time and across companies shifted with it, so totals from different accounting eras, or from an owner rather than a renter, are not directly comparable.
Why do some automakers rank near financial companies on total assets?
Many run a captive finance arm that lends to customers and dealers. Those loans sit on the group balance sheet alongside the factories, so the total blends an industrial business with a lending one and the ratios blend with it. Return on assets looks thin for the combined group because the finance book is large and low-yielding by design. Reading the segment disclosure separates the two halves.