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KXI

iShares Global Consumer Staples ETF
1W: -0.9% 1M: -9.2% 3M: +3.2% YTD: +3.1% 1Y: +8.4% 3Y: +20.4% 5Y: +32.2%
$66.63
-0.02 (-0.03%)
 
ETF AMEX · AUM $973.1M
ETF-Level Metrics
AUM$973M
Holdings95
Top 10 Wt51.9%
Beta0.59
% Profitable80%
Coverage99%
Portfolio Valuation
P/E26.2
P/B3.2
P/S1.1
EV/EBITDA12.0
P/FCF24.2
PEG5.58
Profitability & Returns
Gross Margin33.9%
Net Margin4.2%
ROE12.6%
ROA4.0%
ROIC9.6%
Div Yield2.85%
Leverage & Liquidity
Debt/Equity0.89
Debt/Assets0.28
Net Debt/EBITDA1.7x
Interest Cov6.3x
Current Ratio1.11
Quick Ratio0.88
Growth (YoY)
Revenue+3.1%
Net Income+10.9%
EPS+11.2%
FCF+18.2%
EBITDA+0.4%
Rev CAGR 3Y+4.5%
Quality Scores
Piotroski F6.8
Altman Z5.17
IS Quality70.3
IS Overall57.0
IS Value50.2
Median P/E20.6

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Consumer Defensive 91 97.1% 19.6
Consumer Cyclical 4 2.4% 134.8
Other 17 0.5%

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WMT Walmart Inc. 10.28% 4 Bullish 21 3 +2.2%
KVUE Kenvue Inc. 0.86% 4 Bullish 3 4 -2.5%
CLX The Clorox Company 0.34% 4 Bullish 9 1 +6.6%
Showing 50 of 112 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WALMART INC WMT 10.28% $100.7M 825,724 44.8 $981.1B Consumer Defensive
2 COSTCO WHOLESALE CORP COST 9.70% $95.1M 97,056 50.6 $432.5B Consumer Defensive
3 COCA-COLA KO 4.65% $45.6M 600,415 24.7 $323.6B Consumer Defensive
4 PHILIP MORRIS INTERNATIONAL INC PM 4.60% $45.0M 271,087 22.7 $257.6B Consumer Defensive
5 PROCTER & GAMBLE PG 4.51% $44.2M 301,241 21.2 $336.3B Consumer Defensive
6 PEPSICO INC PEP 4.40% $43.1M 280,927 25.2 $207.5B Consumer Defensive
7 NESTLE LTD NESN.SW 4.37% $42.9M 433,815 21.9 $197.5B Consumer Defensive
8 UNILEVER PLC ULVR.L 3.52% $34.5M 549,125 26.3 $98.8B Consumer Defensive
9 BRITISH AMERICAN TOBACCO BATS.L 3.01% $29.5M 504,684 12.3 $94.6B Consumer Defensive
10 ALTRIA GROUP INC MO 2.84% $27.8M 426,993 15.4 $107.1B Consumer Defensive
11 LOREAL SA OR.PA 2.38% $23.3M 57,909 30.6 $187.4B Consumer Defensive
12 MONDELEZ INTERNATIONAL INC CLASS A MDLZ 1.87% $18.4M 325,386 30.2 $74.1B Consumer Defensive
13 COLGATE-PALMOLIVE CL 1.82% $17.8M 203,541 32.3 $68.5B Consumer Defensive
14 ANHEUSER-BUSCH INBEV SA ABI.BR 1.81% $17.7M 249,149 13.2 $116.3B Consumer Defensive
15 MONSTER BEVERAGE CORP MNST 1.37% $13.4M 180,913 37.6 $71.6B Consumer Defensive
16 DANONE SA BN.PA 1.36% $13.3M 163,094 23.9 $43.4B Consumer Defensive
17 TARGET CORP TGT 1.34% $13.2M 114,384 13.3 $52.7B Consumer Defensive
18 RECKITT BENCKISER GROUP PLC RKT.L 1.18% $11.6M 163,236 12.2 $32.9B Consumer Defensive
19 KROGER KR 1.15% $11.3M 153,611 43.6 $44.5B Consumer Defensive
20 ALIMENTATION COUCHE TARD INC ATD.TO 1.11% $10.9M 189,774 19.3 $74.0B Consumer Cyclical
21 KONINKLIJKE AHOLD DELHAIZE NV AD.AS 1.11% $10.9M 226,036 15.8 $35.7B Consumer Defensive
22 DIAGEO PLC DGE.L 1.09% $10.7M 560,417 16.0 $30.6B Consumer Defensive
23 TESCO PLC TSCO.L 1.08% $10.6M 1,628,227 20.3 $29.4B Consumer Defensive
24 JAPAN TOBACCO INC 2914.T 1.05% $10.3M 276,400 20.8 $10.6T Consumer Defensive
25 SYSCO CORP SYY 1.02% $10.0M 120,687 22.1 $39.7B Consumer Defensive
26 KEURIG DR PEPPER INC KDP 0.95% $9.3M 342,328 17.2 $35.8B Consumer Defensive
27 AEON LTD 8267.T 0.90% $8.8M 701,051 157.1 $1.8T Consumer Cyclical
28 ARCHER DANIELS MIDLAND ADM 0.88% $8.6M 121,177 32.2 $34.5B Consumer Defensive
29 KENVUE INC KVUE 0.86% $8.5M 482,981 23.0 $33.8B Consumer Defensive
30 IMPERIAL BRANDS PLC IMB.L 0.84% $8.2M 197,948 12.1 $23.8B Consumer Defensive
31 KIMBERLY CLARK CORP KMB 0.84% $8.3M 83,659 16.4 $33.0B Consumer Defensive
32 SEVEN & I HOLDINGS LTD 3382.T 0.81% $8.0M 602,711 16.5 $5.0T Consumer Defensive
33 HERSHEY FOODS HSY 0.81% $7.9M 37,370 50.0 $44.0B Consumer Defensive
34 WOOLWORTHS GROUP LTD WOW.AX 0.80% $7.9M 308,407 74.3 $44.4B Consumer Defensive
35 DOLLAR GENERAL CORP DG 0.72% $7.0M 55,476 17.4 $26.3B Consumer Defensive
36 AJINOMOTO INC 2802.T 0.68% $6.7M 233,800 56.0 $4.3T Consumer Defensive
37 LOBLAW COMPANIES LTD L.TO 0.67% $6.6M 143,287 27.5 $73.2B Consumer Defensive
38 CHURCH AND DWIGHT INC CHD 0.59% $5.8M 60,675 30.6 $22.4B Consumer Defensive
39 HEINEKEN NV HEIA.AS 0.56% $5.5M 69,831 24.4 $37.0B Consumer Defensive
40 CONSTELLATION BRANDS INC CLASS A STZ 0.55% $5.4M 35,749 23.8 $26.4B Consumer Defensive
41 ESTEE LAUDER INC CLASS A EL 0.54% $5.3M 62,026 -148.7 $26.4B Consumer Defensive
42 DOLLAR TREE INC DLTR 0.52% $5.1M 47,659 16.6 $21.2B Consumer Defensive
43 GENERAL MILLS INC GIS 0.52% $5.1M 134,738 8.8 $19.3B Consumer Defensive
44 COLES GROUP LTD COL.AX 0.51% $5.0M 336,798 28.8 $29.2B Consumer Defensive
45 KRAFT HEINZ KHC 0.49% $4.8M 215,552 -4.4 $25.5B Consumer Defensive
46 FOMENTO ECONOMICO MEXICANO FEMSAUBD.MX 0.47% $4.6M 428,812 39.7 $795.2B Consumer Defensive
47 KAO CORP 4452.T 0.47% $4.6M 116,900 23.2 $2.7T Consumer Defensive
48 TYSON FOODS INC CLASS A TSN 0.45% $4.4M 71,661 106.0 $21.9B Consumer Defensive
49 BUNGE GLOBAL BG 0.43% $4.2M 34,182 30.0 $24.3B Consumer Defensive
50 ESSITY CLASS B ESSITY-B.ST 0.42% $4.1M 148,083 13.5 $170.0B Consumer Defensive

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms