Brunswick CorporationMuted revenue growth and eroding returns on capital with no free cash flow margin improvement.
We are avoiding three consumer discretionary stocks due to weak fundamentals. Polaris has seen flat sales over five years and faces a 3.2 percentage point contraction in free cash flow margin, with returns on capital declining. Brunswick posted muted 2.8% annual revenue growth and eroding returns on capital, with no improvement expected in free cash flow margin. CBRE's 12% annual revenue growth lagged sector standards, and it lacks free cash flow generation while returns on capital shrink.
Brunswick CorporationMuted revenue growth and eroding returns on capital with no free cash flow margin improvement.
Polaris Industries IncFlat sales over five years, contracting free cash flow margin, and declining returns on capital.
Polaris Inc.
CBRE Group Inc Class ARevenue growth lagged sector standards, lacks free cash flow generation, and returns on capital shrink.
Polaris Group