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What to see in DJIA companies' performance over the years

Updated: Apr 1, 2023

DOW JONES:

... The Barometer of Traditional Industry Performance!🌡️


🤔WHAT TO SEE IN ITS COMPANIES?


When evaluating the performance of companies in the Dow Jones Industrial Average (DJIA), we can consider some classic performance metrics related to this kind of traditional stock market index, like:


  1. Revenue Growth: this metric measures the increase or decrease in a company's revenue over time... Companies with consistent revenue growth are generally considered to be in good financial health and may be more attractive as investment;

  2. Earnings Per Share (EPS): this one measures a company's profit per share of stock outstanding: increasing EPS over time is generally a good sign that a company is growing and generating more profits for its shareholders;

  3. Dividend Yield: some of the companies in the DJIA pay dividends to their shareholders... so we may want to consider this measure of the annual dividend payment, which is reported as a percentage of the stock price: higher dividend yields may be attractive to income-seeking investors;

  4. Price-to-Earnings (P/E) Ratio: this ratio compares a company's stock price to its earnings per share: a high P/E ratio may indicate that investors are optimistic about a company's future prospects, but it can also mean that the stock is overvalued;

  5. Debt-to-Equity Ratio: this last - but not least - compares a company's debt to its equity... companies with high debt-to-equity ratios may be more vulnerable to economic downturns or other challenges.


IF YOU WANNA LOOK FURTHER AT THEIR SECTORS, YOU MAY WANT TO CONSIDER THE WEIGHT OF EACH SECTOR

... The sector breakdown, in order of weight, of the Dow Jones Industrial Average in 2023 is approximately like this:

  • Information Technology

  • Industrials

  • Financials

  • Consumer Discretionary

  • Health Care

  • Communication Services

  • Consumer Staples

  • Energy


.... Information Technology has become the dominant sector since 2000 circa because the Dow Jones Industrial Average is price weighted: since many technology companies have relatively high stock prices, their movements can have a significant impact on the overall performance of the index;


.... The energy sector has experienced a decline in its percentage of the Dow Jones Industrial Average in recent years due to a combination of factors: one of the primary reasons is the trend towards renewable energy sources, which has reduced the demand for traditional fossil fuels. ↪Many investors have shifted their focus to companies that are involved in the development and production of renewable energy technologies, such as solar and wind power

This has resulted in a decline in the share prices and market capitalizations of traditional energy companies, which has in turn reduced their weightings in the DJIA.


CAN WE LINK THE VARIOUS SECTORS OF DJIA AND HOW?


🔃 Yes, we can connect the various sectors of the Dow Jones Industrial Average in a few ways: one is through their interactions with each other within the broader economy.

For example, the Health Care sector may be impacted by changes in government regulations or policies, which can also affect the Industrials sector if it relies on the Health Care sector for its inputs or supplies.

Similarly, changes in the Energy sector, such as fluctuations in oil prices, can impact the Materials sector, which relies on energy inputs for its production processes.


🔄 Another way to connect the various sectors of the DJIA is through their performance and correlation with each other.

For example, during periods of economic growth, we may expect the Industrials and Consumer Discretionary sectors to perform well, as people and businesses are more likely to spend money on goods and services.

On the other hand, during times of economic uncertainty or recession, we may expect the Consumer Staples and Health Care sectors to perform relatively well, as people still need to purchase essential goods and services regardless of the economic conditions.


ℹ So... the various sectors of the Dow Jones Industrial Average are interconnected and their performance can be influenced by a variety of factors, both internal and external to the specific sector... and you may consider watch them and invest in them if you're more a traditional-industry stock fan, scholar and/or analyst.



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