Stocks pricing in the least growth: Consumer Cyclical
A reverse DCF asks what yearly free cash flow growth today's price assumes (10 years at a 9% discount rate, 3% after). Consumer Cyclical companies worth over $1 billion with the lowest answer: the market expects the least. One unusually strong year of cash flow can also land a company here, so check its history.
Top of the list: Melco Resorts & Entertainment (MLCO) -30.2%; Kohl's (KSS) -27.3%; Sonic Automotive (SAH) -24.9%.
The median growth priced in across these 50 companies is -7.6%.
| # | Company | Growth priced in | FCF growth delivered | P/FCF | P/E | Market cap |
|---|---|---|---|---|---|---|
| 1 | Melco Resorts & Entertainment LtdMLCO | -30.2% | -4.0% | 3.35x | 28.2x | $1.6B |
| 2 | Kohl's CorporationKSS | -27.3% | -3.5% | 2.09x | 8.64x | $2.3B |
| 3 | Sonic Automotive IncSAH | -24.9% | +60.5% | 4.44x | 18.3x | $1.9B |
| 4 | Ford Motor CompanyF | -18.6% | -0.3% | 3.74x | — | $46.7B |
| 5 | Bath & Body Works Inc.BBWI | -18.4% | -1.6% | 3.68x | 5.08x | $3.2B |
| 6 | General Motors CompanyGM | -17.5% | +8.8% | 6.45x | 28.9x | $71.5B |
| 7 | G-III Apparel Group LtdGIII | -16.1% | +14.1% | 4.36x | 18.1x | $1.2B |
| 8 | The Wendy’s CoWEN | -15.4% | +20.9% | 4.62x | 7.66x | $1.1B |
| 9 | Asbury Automotive Group IncABG | -14.2% | +28.6% | 5.03x | 5.50x | $2.9B |
| 10 | MGM Resorts InternationalMGM | -13.8% | +19.9% | 4.33x | 38.6x | $7.2B |
| 11 | Peloton Interactive IncPTON | -12.7% | +42.9% | 6.74x | 83.9x | $2.2B |
| 12 | Aptiv PLCAPTV | -11.1% | +2.0% | 6.08x | 41.3x | $9.3B |
| 13 | CarMax IncKMX | -11.0% | +19.8% | 6.05x | 31.5x | $7.5B |
| 14 | LKQ CorporationLKQ | -10.9% | +7.9% | 6.11x | 10.2x | $5.2B |
| 15 | TripAdvisor IncTRIP | -10.5% | -4.6% | 6.37x | 81.1x | $1.0B |
| 16 | Group 1 Automotive IncGPI | -10.4% | +7.2% | 6.35x | 8.61x | $2.7B |
| 17 | Adient PLCADNT | -10.4% | +2.4% | 6.37x | 25.5x | $1.3B |
| 18 | PVH CorpPVH | -9.9% | -2.2% | 6.89x | 154.7x | $3.7B |
| 19 | Harley-Davidson IncHOG | -9.7% | -8.4% | 6.71x | 13.7x | $2.8B |
| 20 | LCI IndustriesLCII | -9.4% | +6.6% | 6.68x | 9.38x | $1.9B |
| 21 | Magna International IncMGA | -8.4% | +5.1% | 9.12x | 21.8x | $16.6B |
| 22 | Rush Enterprises A IncRUSHA | -8.3% | +23.9% | 5.91x | 13.2x | $3.4B |
| 23 | Churchill Downs IncorporatedCHDN | -8.2% | +14.9% | 11.4x | 14.9x | $5.6B |
| 24 | Travel + Leisure CoTNL | -7.7% | -5.2% | 7.71x | 18.0x | $4.0B |
| 25 | H&R Block IncHRB | -7.6% | +5.6% | 10.0x | 8.46x | $6.0B |
| 26 | Signet Jewelers LtdSIG | -7.5% | +3.1% | 8.00x | 15.0x | $4.2B |
| 27 | Patrick Industries IncPATK | -7.1% | +13.1% | 7.87x | 15.2x | $1.9B |
| 28 | Visteon CorpVC | -7.1% | +23.6% | 7.93x | 16.4x | $2.2B |
| 29 | Kontoor Brands IncKTB | -7.0% | +14.9% | 6.28x | 13.0x | $3.6B |
| 30 | Callaway Golf CompanyCALY | -6.9% | +19.3% | 8.10x | — | $2.4B |
| 31 | RHRH | -6.8% | -5.8% | 8.37x | 17.7x | $2.1B |
| 32 | Silgan Holdings IncSLGN | -6.7% | +8.5% | 8.39x | 12.6x | $3.5B |
| 33 | Dauch CorporationDCH | -6.2% | -1.9% | 8.42x | — | $1.3B |
| 34 | MercadoLibre Inc.MELI | -5.6% | +64.6% | 9.09x | 50.8x | $97.8B |
| 35 | CarGurusCARG | -5.5% | +40.1% | 8.41x | 15.7x | $2.4B |
| 36 | United Parks & Resorts IncPRKS | -5.3% | +3.4% | 5.66x | 11.9x | $1.5B |
| 37 | KB HomeKBH | -5.2% | +4.3% | 8.98x | 8.04x | $2.6B |
| 38 | Sally Beauty Holdings IncSBH | -5.0% | -1.8% | 9.05x | 8.71x | $1.6B |
| 39 | VF CorporationVFC | -4.8% | -8.2% | 11.0x | 22.1x | $5.6B |
| 40 | Macy’s IncM | -4.5% | -2.8% | 6.33x | 10.9x | $6.7B |
| 41 | Ardagh Metal Packaging SAAMBP | -4.5% | +7.5% | 9.78x | — | $2.6B |
| 42 | Gentex CorporationGNTX | -4.4% | +2.8% | 9.83x | 11.9x | $4.5B |
| 43 | La-Z-Boy IncorporatedLZB | -4.4% | +0.0% | 11.0x | 15.1x | $1.2B |
| 44 | Expedia Group Inc.EXPE | -4.3% | +16.3% | 10.5x | 23.9x | $32.5B |
| 45 | Dana IncDAN | -4.2% | +19.1% | 10.4x | 2.92x | $3.1B |
| 46 | BorgWarner IncBWA | -3.8% | +9.2% | 10.1x | 33.7x | $11.9B |
| 47 | Crown Holdings IncCCK | -3.8% | +39.4% | 10.6x | 16.6x | $11.6B |
| 48 | The Gap, Inc.GAP | -3.7% | -4.1% | 10.2x | 10.8x | $8.4B |
| 49 | Deckers Outdoor CorporationDECK | -3.7% | +24.3% | 12.2x | 11.7x | $11.7B |
| 50 | Mobileye Global Inc. Class A Common StockMBLY | -3.3% | +23.8% | 10.6x | — | $5.5B |
Ranked from each company's latest price and reported results. Companies need a page on Investingly (SEC statements on file). Open any company for its reverse DCF, insider buying and 13F holders.
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Questions
Which company ranks first on the stocks pricing in the least growth: consumer cyclical list?
Melco Resorts & Entertainment (MLCO), with a growth priced in of -30.2%, as of October 12, 2026.
How is this list built?
A reverse DCF asks what yearly free cash flow growth today's price assumes (10 years at a 9% discount rate, 3% after). US companies worth over $1 billion with the lowest answer: the market expects the least. One unusually strong year of cash flow can also land a company here, so check its history. It shows the top 50 and is rebuilt every day.
Prices and ratios as of Oct 11, 2026. Statements from SEC filings. Information only, not investment advice.