Basket: Appliances

Median physical 33.7% Median FAT 5.48x Median capex/D&A 1.01x Median ROIC 12.4%
Symbol Name Sector Physical FAT Capex/D&A TBV/sh Coverage FCF yield ROIC Status
005930.KO Samsung Electronics Co Ltd Technology 47.3% 1.55x 1.11x KRW 60.85K 2.47x 2.4% 10.3% Mixed
SSNLF.US Samsung Electronics Co Ltd Technology 47.3% 1.55x 1.11x $60.41K 2.10x 7,809.4% 12.4% Mixed
ELUX-B.ST AB Electrolux (publ) Consumer Cyclical 42.3% 4.61x 0.41x -SEK 2.48 0.66x -5.3% 3.9% Mixed
ELUXY.US Electrolux AB Class B ADR Consumer Cyclical 42.2% 4.61x 0.38x -$4.97 0.68x -48.9% 4.7% Mixed
066570.KO LG Electronics Inc Technology 40.5% 5.34x 1.08x KRW 148.46K 0.70x 1.2% 6.0% Mixed
6690.HK Haier Smart Home Co Ltd Consumer Cyclical 34.5% 5.48x 1.01x $9.27 0.97x 9.3% 22.3% Mixed
600690.SHG Qingdao Haier Co Ltd Consumer Cyclical 33.7% 5.70x 1.01x CNY 9.27 0.99x 9.4% 19.1% Mixed
HSHCY.US Haier Smart Home Co. Ltd Consumer Cyclical 33.7% 5.54x 1.01x $36.74 0.97x 72.9% 18.5% Mixed
NWL.US Newell Brands Inc Consumer Defensive 27.5% 4.33x 0.79x -$5.60 0.19x 0.7% โ€” Asset-light
ARLO.US Arlo Technologies Industrials 20.5% 23.68x 3.01x $1.06 โ€” 5.0% โ€” Asset-light
000333.SHE Midea Group Co Ltd Consumer Cyclical 19.0% 8.95x 1.19x CNY 23.77 1.16x 6.5% 19.6% Asset-light
0300.HK Midea Group Co., Ltd. Consumer Cyclical 19.0% 8.95x 1.19x $23.66 1.16x 5.9% 19.5% Asset-light
MIDD.US Middleby Corp Industrials 17.8% 7.42x 0.68x -$1.64 4.41x 11.4% 9.5% Asset-light
LGEAF.US LGEAF โ€” โ€” โ€” โ€” โ€” โ€” โ€” Incomplete