Consumer cyclical stocks with the highest free cash flow yield

Ranked

259

of 387 consumer cyclical stocks we cover

Median

7.1%

Highest

38.3%

DLTH

Range

0.2% to 38.3%

#	Company	FCF yield	PE	Revenue growth (TTM)	Market cap
1	DLTHDuluth, Apparel - Retail	38.3%	28.2×	−8.6%	$150.1M
2	DBIDesigner Brands, Apparel - Retail	36.9%	22.7×	−0.8%	$325.1M
3	ONEWOneWater Marine, Specialty Retail	36.3%	n/m	+1.3%	$156.2M
4	HOVHovnanian Enterprises, Residential Construction	32.8%	118×	−10.1%	$603.6M
5	WOOFPetco Health & Wellness, Specialty Retail	29.9%	24.5×	−1.3%	$794.3M
6	CRWSCrown Crafts, Textile Manufacturing	29.1%	5.2×	−3.4%	$26.1M
7	YELPYelp, Personal Products & Services	27.4%	9.6×	+1.5%	$1.1B
8	MAGNMagnera, Packaging & Containers	26.5%	n/m	+21.8%	$427.1M
9	CRICarters, Apparel - Manufacturers	24.5%	6.1×	+5.2%	$1.2B
10	BODIBeachbody, Specialty Retail	24.4%	2.6×	−32.5%	$31M
11	BBWIBath & Body Works, Specialty Retail	24.4%	5.5×	−2.2%	$4.2B
12	ADNTAdient, Auto - Parts	23.0%	27.7×	+5.0%	$1.3B
13	HELEHelen of Troy, Furnishings, Fixtures & Appliances	22.4%	n/m	+0.3%	$656.6M
14	WENWendy's, Restaurants	22.3%	9.4×	−1.0%	$1.2B
15	HBBHamilton Beach Brands, Furnishings, Fixtures & Appliances	21.7%	7.8×	−3.3%	$446.2M
16	GMGeneral Motors, Auto - Manufacturers	21.6%	38.3×	−1.1%	$66.6B
17	GIIIG III Apparel, Apparel - Manufacturers	21.5%	9.8×	−8.7%	$1.3B
18	MGMMGM Resorts International, Travel Lodging	21.2%	17.0×	+3.2%	$7.1B
19	UFIUnifi, Textile Manufacturing	21.1%	n/m	−7.0%	$101.9M
20	VRRMVERRA MOBILITY, Travel Services	20.6%	11.9×	+11.1%	$469.6M
21	LOVELovesac, Specialty Retail	20.3%	12.7×	+1.1%	$223.4M
22	BLMNBloomin' Brands, Restaurants	19.7%	29.7×	+1.2%	$787.7M
23	GTIMGood Times Restaurants, Restaurants	19.3%	6.1×	−5.8%	$13.6M
24	MATVMativ, Packaging & Containers	19.2%	7.4×	+1.1%	$665.6M
25	CALYCallaway Golf, Leisure	18.5%	n/m	+3.7%	$2.5B
26	GCOGenesco, Apparel - Retail	18.4%	9.5×	+3.0%	$400.2M
27	PVHPVH, Apparel - Manufacturers	18.2%	n/m	+1.6%	$3.9B
28	CLWClearwater Paper, Packaging & Containers	18.2%	n/m	−1.9%	$311.1M
29	SHOEShoe Station, Apparel - Retail	17.3%	16.1×	−4.1%	$384.1M
30	VRAVera Bradley, Luxury Goods	17.2%	n/m	−1.7%	$170.4M
31	RICKRCI Hospitality, Restaurants	16.7%	n/m	+1.0%	$207.6M
32	STRTStrattec Security, Auto - Parts	16.0%	12.2×	+2.5%	$243.1M
33	PTONPeloton Interactive, Leisure	16.0%	38.4×	−1.8%	$2.4B
34	FFord Motor, Auto - Manufacturers	15.7%	n/m	+1.5%	$46.3B
35	GTGoodyear Tire & Rubber, Auto - Parts	15.6%	n/m	−4.3%	$1.2B
36	TPCTutor Perini, Residential Construction	15.4%	33.1×	+24.7%	$4B
37	SGCSuperior Group of Companies, Apparel - Manufacturers	15.3%	23.3×	−0.4%	$204.6M
38	HZOMarinemax, Specialty Retail	15.3%	376×	−5.4%	$1.2B
39	RGSRegis, Personal Products & Services	15.2%	12.1×	+6.8%	$73.5M
40	CALCaleres, Luxury Goods	15.1%	8.6×	+7.3%	$446.8M
41	SBHSally Beauty, Specialty Retail	14.8%	9.1×	+1.1%	$1.6B
42	HGVHilton Grand Vacations, Travel Lodging	14.8%	20.3×	+5.4%	$2.8B
43	LEALear, Auto - Parts	14.8%	10.9×	+3.5%	$5.8B
44	JILLJ.Jill, Apparel - Manufacturers	14.5%	12.6×	−2.2%	$335.9M
45	HLLYHolley, Auto - Parts	14.5%	31.1×	+3.3%	$301.9M
46	OSKOshkosh, Auto - Manufacturers	14.3%	15.1×	+2.2%	$8.1B
47	LCIILCI Industries, Auto - Parts	13.9%	9.9×	n/m	$2.1B
48	FLXSFlexsteel Industries, Furnishings, Fixtures & Appliances	13.8%	13.6×	+4.1%	$344.4M
49	MELIMercadoLibre, Specialty Retail	13.5%	49.2×	+46.0%	$91.8B
50	JACKJack in the Box, Restaurants	13.4%	6.4×	−4.9%	$211.5M
51	LGIHLGI Homes, Residential Construction	13.3%	14.9×	−16.7%	$987.4M
52	SGUStar, Specialty Retail	13.2%	4.9×	+7.6%	$431.5M
53	LULUlululemon athletica inc., Apparel - Manufacturers	13.0%	8.1×	+1.7%	$10.5B
54	EXPEExpedia, Travel Services	12.9%	18.0×	+12.0%	$34.7B
55	SAHSonic Automotive, Auto - Dealerships	12.6%	9.8×	+5.3%	$1.9B
56	OXMOxford Industries, Apparel - Manufacturers	12.5%	n/m	−1.8%	$415.9M
57	HRBH&R Block, Personal Products & Services	12.3%	8.7×	+4.9%	$6.1B
58	CROXCrocs, Apparel - Footwear & Accessories	12.3%	10.3×	−2.0%	$5.7B
59	GAPGAP, Apparel - Retail	12.2%	6.7×	+1.1%	$7.8B
60	THTarget Hospitality, Travel Lodging	12.0%	n/m	+11.9%	$1.4B
61	SIGSignet Jewelers, Specialty Retail	11.9%	13.5×	+0.6%	$4.5B
62	PHINPhinia, Auto - Parts	11.9%	16.4×	+7.7%	$2.1B
63	VNCEVince, Apparel - Retail	11.7%	20.9×	+8.0%	$154.6M
64	LVSLas Vegas Sands, Gambling, Resorts & Casinos	11.7%	13.9×	+18.1%	$23.1B
65	ZUMZZumiez, Apparel - Retail	11.6%	19.1×	+3.6%	$216.3M
66	INSWInternational Seaways, Travel Services	11.5%	7.1×	+57.4%	$5.5B
67	AEOAmerican Eagle Outfitters, Apparel - Retail	11.4%	9.1×	+9.2%	$3B
68	GNTXGentex, Auto - Parts	11.4%	10.9×	+10.1%	$4.4B
69	TNLTravel & Leisure, Travel Lodging	11.1%	17.7×	+4.5%	$4B
70	MATMattel, Leisure	10.9%	12.1×	+2.9%	$4.7B
71	BWABorgwarner, Auto - Parts	10.8%	27.8×	+2.2%	$11.2B
72	WYNNWynn Resorts, Travel Lodging	10.6%	17.4×	+6.4%	$7.5B
73	SMPStandard Motor Products, Auto - Parts	10.5%	16.6×	+11.3%	$832.6M
74	WWWWolverine World Wide, Luxury Goods	10.5%	15.8×	+7.2%	$1.7B
75	BLDRBuilders FirstSource, Home Improvement	10.5%	62.5×	−9.4%	$6.1B
76	CZRCaesars Entertainment, Travel Lodging	10.4%	n/m	+2.4%	$5.9B
77	BNEDBarnes & Noble Education, Specialty Retail	10.4%	21.2×	+5.0%	$470.4M
78	HNSTHonest, Specialty Retail	10.2%	n/m	−12.3%	$515M
79	COLMColumbia Sportswear, Apparel - Manufacturers	10.2%	15.9×	−0.1%	$3.1B
80	KTBKontoor Brands, Apparel - Manufacturers	10.2%	15.9×	+34.3%	$4.2B
81	CODICompass Diversified, Furnishings, Fixtures & Appliances	10.2%	n/m	−4.8%	$783.2M
82	ESCAEscalade, Leisure	10.2%	11.1×	+1.0%	$255.2M
83	JAKKJakks Pacific, Leisure	10.1%	22.0×	−14.7%	$349.3M
84	DECKDeckers Outdoor, Apparel - Footwear & Accessories	10.1%	11.5×	+7.9%	$11.1B
85	JCTCJewett Cameron Trading, Home Improvement	10.0%	n/m	−10.7%	$9.5M
86	ABMABM Industries, Travel Services	9.9%	19.4×	+6.0%	$3.1B
87	MTHMeritage Homes CORP, Residential Construction	9.9%	13.4×	−13.3%	$4.2B
88	STKSONE Group Hospitality, Restaurants	9.8%	n/m	−4.1%	$35.5M
89	RHRH, Specialty Retail	9.6%	24.5×	+3.3%	$2.6B
90	MHKMohawk Industries, Textile Manufacturing	9.6%	16.5×	+4.6%	$8.4B
91	LOCOEl Pollo Loco, Restaurants	9.3%	12.3×	+4.4%	$438.8M
92	VFCV F, Apparel - Manufacturers	9.3%	25.0×	+0.2%	$6.8B
93	GTXGarrett Motion, Auto - Parts	9.1%	11.8×	+8.5%	$4B
94	CCLCarnival, Travel Services	9.0%	11.5×	+5.2%	$35.1B
95	ALVAutoliv, Auto - Parts	9.0%	13.5×	+5.9%	$8.4B
96	ASOAcademy Sports & Outdoors, Specialty Retail	8.9%	10.1×	+3.7%	$3.7B
97	VIRCVirco MFG, Furnishings, Fixtures & Appliances	8.9%	n/m	−19.0%	$99.2M
98	TLYSTilly'S, Apparel - Retail	8.9%	69.0×	+6.1%	$126.6M
99	AOUTAmerican Outdoor Brands, Leisure	8.8%	n/m	−5.8%	$219M
100	APTVAptiv, Auto - Parts	8.6%	40.3×	+5.3%	$8.9B

The first 100 of 259.

Not ranked: 72 with no positive free cash flow, 22 with not a meaningful number, 7 with a yield above 40% (usually a one-off). 26 companies whose data behind this number has a caveat are left out until it is checked.

A ranking of numbers, not a recommendation. A low multiple can be a bargain or a business in trouble: open the company to see which.