Investment Themes

Boring but successful businesses

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Investment Themes

I'm reminded of what Peter Lynch said in his famous book "One Up On Wall Street", when he explained that companies operating in sectors considered boring are often undervalued.

It's true that waste management, elevator installation, termite extermination, food retailing, the marketing of degreasing agents or the rental of work uniforms aren't exactly the stuff of dreams. And yet, behind this spleen sometimes lie high-quality, well-managed companies that put a smile on their shareholders' faces.

We've put together a thematic list of companies that operate in sectors considered boring and uninteresting, but which nevertheless deliver performance to their shareholders in terms of share price appreciation and dividend payments.

Our selection

- - 68.77B -
Consumer Cyclical
Automotive Parts & Accessories Retailers
49.73B -10.17%
Industrials
Industrial Machinery & Equipment Wholesale
65.86B +38.25%
Consumer Cyclical
Other Discount Stores
417B +9.11%
Industrials
Commercial Equipment Rental
65.48B +29.15%
Basic Materials
Other Construction Materials
33.78B -9.65%
Consumer Cyclical
Plumbing Fixtures & Fittings
21.44B -15.36%
Basic Materials
Paint & Coating
81.24B +2.25%
Consumer Non-Cyclical
Consumer Goods Conglomerates
835M -19.01%
Industrials
Elevator & Conveying Equipment
35.02B -7.28%
Consumer Non-Cyclical
Consumer Goods Conglomerates
79.42B +12.08%
Technology
Other Electronic Equipment & Parts
10.06B +57.26%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
5.16B -20.68%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
5.74B -19.56%
Industrials
Other Environmental Services & Equipment
68.4B +4.90%
Industrials
Other Environmental Services & Equipment
96.1B +8.92%
Consumer Non-Cyclical
Other Household Products
3.31B +25.34%
Basic Materials
Cement & Concrete Manufacturing
6.36B -0.36%
Consumer Cyclical
Other Auto & Truck Manufacturers
176M -10.85%
Consumer Cyclical
Other Discount Stores
36.85B -6.96%
Industrials
Other Business Support Services
81.81B +8.71%
Industrials
Waste Management, Disposal & Recycling Services
43.68B -1.97%
Consumer Non-Cyclical
Other Tobacco
301B +20.31%
Basic Materials
Other Steel
33.96B +38.98%
Industrials
Industrial Machinery
3.99B -18.70%
Basic Materials
Plastic Containers & Packaging
8.46B +8.73%
Industrials
Other Heavy Machinery & Vehicles
7.11B +7.40%
Consumer Non-Cyclical
Other Food Retail & Distribution
909B +2.54%
Basic Materials
Paint & Coating
13.41B +1.04%
Consumer Non-Cyclical
Sanitary Products
35.97B +7.39%
Industrials
Other Industrial Machinery & Equipment
869M -6.04%
Consumer Non-Cyclical
Other Household Products
11.65B -4.47%
Consumer Cyclical
Automotive Parts & Accessories Retailers
71.31B -5.66%
Consumer Non-Cyclical
Other Household Products
23.24B +16.96%
Consumer Non-Cyclical
Other Food Retail & Distribution
17.56B +24.29%
Consumer Cyclical
Discount Stores with Grocery
1.41B -13.15%
Industrials
Waste Management, Disposal & Recycling Services
6.09B -2.29%
Industrials
Elevator & Conveying Equipment
28.18B -15.91%
Consumer Non-Cyclical
Other Personal Services
10.86B +0.96%
Energy
Gasoline Stations
59.63B +21.41%
Consumer Cyclical
Other Construction Supplies & Fixtures
7.99B -27.83%
Consumer Cyclical
Furniture
15.3B -18.54%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
1.71B +31.51%
Industrials
Waste Management, Disposal & Recycling Services
732M +12.26%
Consumer Non-Cyclical
Cigars & Cigarette Manufacturing
124B +28.70%
Utilities
Other Electric Utilities
23.3B -5.48%
Industrials
Elevator & Conveying Equipment
29.29B -18.46%
Industrials
Waste Management, Disposal & Recycling Services
14.29B -6.04%
Consumer Cyclical
Builder Merchants
6.14B -6.73%
Industrials
Pest Control Services
21.72B -24.84%
Consumer Non-Cyclical
Other Food Processing
6.46B +11.70%
Utilities
Other Multiline Utilities
31.43B +26.21%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
7.54B -29.50%
Industrials
Waste Management, Disposal & Recycling Services
1.59B +17.46%
Real Estate
Other Real Estate Development & Operations
3.03B +60.39%
Consumer Cyclical
Auto & Truck Parts Wholesale
915M +59.94%
Industrials
Security Services
3.86B +82.75%
Industrials
Waste Management, Disposal & Recycling Services
3.68B -9.27%
- - 30.07B -

News of the components

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Boring but successful businesses