Sector & industry dashboard

Click on rows in the table to select and compare specific sectors or industries.

Row 1: date range and aggregation for all charts. Row 2: universe (market cap, exchange, country, sector vs industry grouping). Apply reloads the table and company list.

Sector and industry analysis in one place: Bernal-style fundamentals (forward P/E, growth, margins, balance sheet), trailing P/E and daily performance (FMP), quarterly YoY metrics when available, exposure to SPY, QQQ, DIA, VOO and IWM, ETF sector weights and 13F totals by industry.

Overview

Select rows in the overview table to compare.

Sector / Industry	# Co.	Market Cap	Payout ratio	Trailing P/E	Fwd P/E ★	Perf. 1D %	Revenue YoY	EBIT margin (Δ YoY)	ROIC (Δ YoY)	Debt/EBITDA (Δ)	Share reduction YoY	FCF YoY	EPS diluted YoY
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Cross-section of key fundamentals by sector or industry for the current filters. Sort any column; click a row to focus the blocks below on that sector or industry.

★ Bernal P/E (★ column): the fair multiple our valuation model assigns to each stock for use with projected earnings (~2y horizon in the model). It blends current TTM P/E, historical multiple, sector benchmarks, and adjustments for quality, moat, buybacks and geography. It is not analyst consensus “forward P/E” and not a forecast of how much the price will rise or fall.

P/E aggregates use a cap-weighted harmonic mean over profitable companies only (equivalent to total market cap over total earnings); loss-makers are excluded from the multiple and reported separately as a share of the group. Other ratios are winsorized at the 1st–99th percentiles before aggregating to limit outlier impact.

General

Companies—

Market Cap Total—

Market Cap Avg—

Payout %—

Weight SPY (S&P500)—

Weight QQQ (NASDAQ)—

Weight DIA (Dow Jones)—

Weight VOO (S&P 500)—

Weight IWM (Russell 2000)—

Companies within your filter

Apply filters to load the list.

Headline totals for the active overview set (selected rows, or all rows if none selected): company count, aggregate and average market cap, payout, and approximate weights in SPY, QQQ, DIA, VOO, and IWM (meaningful when grouping by sector). The list on the right respects the same market cap and exchange filters.

Valuation

P/E trailing —

Forward P/E Bernal ★ —

Loss-makers (excluded from P/E)—

Price / FCF—

Revenue Growth—

EBIT Margin—

ROIC—

FCF Growth—

Debt / EBITDA—

EPS Growth—

Shares Reduction—

P/E Trailing History

Valuation KPIs use weighted or median aggregation (toggle above). Values reflect the current overview selection or the full list. The chart shows trailing P/E over time for up to five series, within the global From/To range.

★ Bernal P/E (★): same fair multiple as in Overview (blend of TTM, history, sector, quality, moat, buybacks, geography; used with ~2y earnings in the model—not consensus forward P/E or a price target). P/E trailing: market-style ratio on latest reported (TTM) earnings.

Bernal P/E aggregates are cap-weighted harmonic means over profitable companies only; the share of loss-making constituents is shown as “Loss-makers (excluded from P/E)”.

Performance

Compound return (%) over the selected From/To range from daily average changes: each day multiplies (1 + r/100). Black line = 0%. Lines follow your overview selection when rows are selected, otherwise the top series in the table.

Comparison

Daily performance by selected sector/industry (unique series). SMA20 is calculated from the daily average of selected series, using prior history so it is available from the first visible date. Max. 10 series.

Shows each selected sector/industry as a unique daily series. SMA20 is computed on the daily average of selected series for trend context.

ETF sector weights

Sector allocation of major ETFs (latest date in database).

Choose an ETF and click Load.

Institutional (13F)

Industry	Total Value (B$)	Variation QoQ (B$)
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Quarterly institutional holdings (13F): total reported value per industry and change vs. the prior quarter. With Group by Industry, select one or more overview rows to load this chart; otherwise it stays empty.

Executive Compensation Benchmark

Industry	Avg total comp (M$)	Avg salary (M$)	Avg bonus (M$)
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Executive compensation benchmark by industry (FMP). Select rows to compare them in the chart; with no selection, the 20 industries with the highest average total compensation are shown.