Back to the December 29, 2003 Issue
INVESTMENT OUTLOOK
2004 Investment Outlook Scoreboard
Here are the numbers to help you size up 900 companies
Select an Industry Group:
Click column heading once to reorder from highest to lowest. Click twice to reorder from lowest to highest.
Company Name (fy)
 Industry Code
 Market
Value
$ Mil.
 Recent
Share
Price
 2003
Price
Change
 Earnings
Growth
1998-2002
%
 Return
On
Equity
 Price as
% of
Book
Value
 P-E
Ratio
 Price-
Sales
Ratio
 Price-
Cash
Flow
 P-E
to
Growth
Rate
 Yield
%
   EARNINGS PER SHARE  
2002
Actual
   Esimates from Analysts
2003
Analyst
Est.
 2004
Con-
sensus
 Long-term
Growth
Rate
%
 S&P
Equity
Ranking
ALL-INDUSTRY AVERAGE 12,141.7    130   40  9.1       15.4    373   30  1.6   15.6   2.6   1.29   4.30   5.72       6.48   12.0     
CONSUMER DISCRETIONARY SECTOR 7,767.7    42   46  15.7       21.2    363   26  1.3   15.8   1.7   0.82   1.89   2.39       2.79   13.8     
1. AUTOMOBILES & COMPONENTS 4,982.2    31   30  6.4       7.1    214   15  0.5   6.9   1.6   1.32   1.38   2.07       2.55   10.9     
AMERICAN AXLE & MFG. HOLDINGS    1  2,083.1    40   69  139.5       22.1    235   11  0.6   5.8   1.1   0.00   3.38   3.65       3.94   10.0     NR 
ARVINMERITOR  (9)  1  1,361.1    20   19  -5.8       15.6    151   10  0.2   3.8   1.0   2.01   2.22   2.06 *    2.34   10.0     NR 
AUTOLIV    1  3,162.0    33   60  0.0       9.9    141   14  0.6   6.4   1.2   1.79   1.84   2.32       2.73   12.0     NR 
BORGWARNER    1  2,166.7    79   57  8.7       14.1    184   13  0.7   7.6   1.0   1.27   5.58   6.34       7.08   12.0     B+ 
COLLINS & AIKMAN    1  298.5    4   -20   NM       -12.4    73   NM   0.1   4.9    NM   0.00   -1.15   -0.26       0.15    NA     C 
COOPER TIRE & RUBBER    1  1,475.6    20   30  -1.7       7.0    149   21  0.4   5.7   1.9   2.10   1.51   1.04       1.46   10.0     B+ 
DANA    1  2,403.1    16   38  -39.4       9.5    130   14  0.2   4.1   1.3   1.48   0.39   1.21       1.61   10.0     B- 
DELPHI    1  4,919.4    9   9   NM       -1.4    393   NM   0.2   4.6   1.4   3.19   0.61   0.61       0.88   10.0     NR 
DURA AUTOMOTIVE SYSTEMS    1  189.3    10   3  0.9       7.8    68   9  0.1   2.0   0.6   0.00   2.48   1.70       2.05   10.0     NR 
GOODYEAR TIRE & RUBBER    1  1,183.3    7   -1   NM        NM    276   NM   0.1    NA    NM   0.00   -6.62   -1.28       -0.03   5.0     B- 
JOHNSON CONTROLS  (9)  1  9,866.6    109   37  12.1       15.9    236   15  0.4   8.0   1.3   1.64   6.35   7.20 *    8.21   12.0     A+ 
LEAR    1  3,986.7    59   78  28.9       18.0    196   11  0.3   5.9   1.0   1.35   4.65   5.51       6.08   11.0     B+ 
TOWER AUTOMOTIVE    1  256.0    5   1  -39.3       -17.4    60   NM   0.1   3.1   4.5   0.00   0.26   0.07       0.25   15.0     C 
VISTEON    1  1,028.4    8   13   NM       -14.0    38   NM   0.1   3.9    NM   3.06   -0.68   -1.14       -0.23   6.0     NR 
FLEETWOOD ENTERPRISES  (4)  1  393.2    10   30   NM       -47.2    272   NM   0.2    NM    NA   0.00   -1.97   0.28       0.70    NA     C 
FORD MOTOR    1  24,169.8    13   42  -69.6       17.6    295   17  0.2   1.5   2.5   3.03   0.15   1.05       1.22   5.0     B 
GENERAL MOTORS    1  23,988.5    43   16  -6.5       35.6    223   6  0.1   1.3   1.4   4.68   3.35   5.27       5.11   6.0     B 
HARLEY-DAVIDSON    1  14,291.1    47   2  28.7       26.6    522   20  3.0   15.5   1.1   0.68   1.90   2.48       2.74   17.5     A+ 
MONACO COACH    1  676.7    23   41  17.6       8.5    248   29  0.6   20.7   2.5   0.00   1.51   0.62       1.36   15.0     B 
THOR INDUSTRIES  (7)  1  1,745.3    61   77  21.3       18.5    397   22  1.1   19.7   1.2   0.20   1.87   2.74 *    3.40   19.0     A- 
2. CONSUMER DURABLES & APPAREL 3,749.6    59   51  21.3       20.2    312   17  0.9   10.3   1.2   1.15   3.96   4.85       5.44   12.8     
AMERICAN GREETINGS  (2)  2  1,403.7    21   34  -7.8       9.3    127   16  0.7   8.5   1.3   0.00   1.63   1.64       1.88   10.0     C 
BEAZER HOMES USA  (9)  2  1,420.3    107   76  30.7       17.4    143   8  0.4   7.6   0.6   0.37   10.74   12.78 *    14.47   15.0     B+ 
BLACK & DECKER    2  3,605.5    46   8   NM       39.2    525   14  0.8   8.9   1.1   1.81   2.84   3.93       4.30   11.0     B 
BLYTH  (1)  2  1,375.1    30   12  6.3       15.0    244   17  1.0   11.9   1.2   1.00   1.93   2.12       2.38   12.0     B+ 
CENTEX  (3)  2  6,563.2    109   118  23.8       23.8    225   10  0.7   8.0   0.6   0.15   8.83   11.36       12.30   15.0     A 
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MARKET VALUE: Share price on Nov. 28, 2003, multiplied by the latest available common shares outstanding.

RECENT SHARE PRICE: Price for a single share of a company's most widely traded issue of common stock as of the close of trading Nov. 28, 2003.

PRICE CHANGE: Percentage change in the company's most widely traded common-stock issue since Dec. 31, 2001.

EARNINGS GROWTH: Compound annual growth rate, calculated using the 1998 and 2002 restated basic earnings per share (unless noted otherwise).

RETURN ON EQUITY: The latest available net income available for shareholders divided by total equity.

PRICE AS PERCENTAGE OF BOOK VALUE: Share price on Nov. 28, 2003, as a percentage of the latest available book value per share, which is the sum of common stock at nominal balance-sheet value, capital surplus, and retained earnings as shown in company accounts divided by the number of shares outstanding.

P-E RATIO: Price-earnings ratio based on the latest available 12 months earnings and Nov. 28, 2003, stock price.

PRICE-SALES RATIO: Based on the latest available 12 months sales and the Nov. 28, 2003, stock price.

PRICE-EARNINGS TO GROWTH RATE: The price-earnings ratio based on the 2002 earnings estimate and Nov. 28, 2003, stock price, divided by the long-term earnings growth rate.

DIVIDEND YIELD: Indicated annual dividend as a percent of the Nov. 28, 2003, stock price.

EARNINGS PER SHARE: Diluted earnings per share-net income (including proceeds from certain convertible securities, warrants, and options that are common-stock equivalents, but excluding extraordinary profits or losses) divided by number of common and common equivalent shares.

EARNINGS PER SHARE ESTIMATES: Analysts' consensus estimates for 2003 and 2004 compiled by Thomson Financial/First Call.

LONG-TERM EARNINGS GROWTH: The median estimate by analysts of the annual growth rate of earnings compiled by Thomson Financial/First Call. For most companies, this is for the next 3-5 years.

S&P EQUITY RANKING: A measure of a company's historical growth of earnings and dividends, using Standard & Poor's computerized scoring system based on the most recent 10 years of earnings per share and dividends.

INDUSTRY CODE:
  1. Automobiles & Components
  2. Consumer Durables & Apparel
  3. Hotels Restaurants & Leisure
  4. Media
  5. Retailing
  6. Food & Staples Retailing
  7. Food Beverage & Tobacco
  8. Household & Personal Products
  9. Energy
10. Banks
11. Diversified Financials
12. Insurance
13. Real Estate
14. Health Care Equipment & Services
15. Pharmaceuticals & Biotechnology
16. Capital Goods
17. Commercial Services & Supplies
18. Transportation
19. Software & Services
20. Semiconductors & Semiconductor Equipment
21. Technology Hardware & Equipment
22. Materials
23. Telecommunication Services
24. Utilities

Data compiled by Compustat from sources such as statistical services, registration statements, and company reports that Compustat believes to be reliable but are not guaranteed by Comptstat or BusinessWeek as to correctness or completeness. This material is not an offer to buy or sell any security. Additional data: Thomson Financial/First Call.



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