MRO - Energy And Materials Dashboard - Update

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry.

Executive summary

Paper/wood is the most attractive industry in materials: it is better than its historical averages in median price/earnings, price to cash flow, and return on equity. The oil/gas and energy equipment/services industries look slightly underpriced relative to historical averages. However, oil/gas is close to its baseline in profitability, whereas equipment/services is far below. Metals/mining looks close to fair price and above its