Investment Themes
To get out of the information tsunami to which we are subjected on a daily basis, brands must make relevant and differentiating value propositions. Few brands manage to achieve the feat of being permanently ingrained in our collective mind. The secret of a strong brand lies above all in the clarity of the message sent to the consumer who will associate unique values with the brand. It is by claiming a sufficiently visible asperity (a color code, a signature, a unique benefit, etc.) that a brand can emerge and hold our attention in the hubbub of the market. An iconic brand combines strong awareness with clear, precise and differentiating content. Awareness is the amount of presence in the mind of a brand and measures a recognition rate. Content, on the other hand, refers to the brand's message and territory. In other words, a brand must have something to say and to propose (the famous brand promise) and it must make it known by talking about it. The brands selected here combine a unique and high value proposition while telling a story that makes sense to its customers. A strong brand is an intangible asset that constitutes a moat (or sustainable competitive advantage). Companies with a sustainable competitive advantage are often much more profitable over time because they capitalize on their advantages at lower cost, making their business more efficient. The stocks of these companies tend to outperform their respective markets. This is why the MarketScreener team has created this thematic list of companies with strong brands. We used several parameters to measure brand strength such as international brand awareness, consumer confidence in the brand promise, consumer commitment to carrying, relaying and representing its content, brand awareness and image, and brand market value. This list only includes the top 100 companies with strong brands that meet qualitative investment criteria related to their fundamentals.
Our selection
| Technology | Other Phones & Handheld Devices | 1,291B | +134.78% | ||
| Technology | Search Engines | 4,200B | +10.17% | ||
| Technology | Other Semiconductors | 1,963B | +55.48% | ||
| Technology | Other Electronic Equipment & Parts | 122B | +40.97% | ||
| Technology | Other Semiconductors | 241B | +52.38% | ||
| Technology | Other Semiconductor Equipment & Testing | 675B | +63.45% | ||
| Technology | Other Semiconductors | 5,201B | +15.13% | ||
| Healthcare | Other Pharmaceuticals | 1,119B | +16.82% | ||
| Technology | Other Software | 3,588B | -0.08% | ||
| Technology | Other Communications & Networking | 438B | +44.15% | ||
| Technology | Other Internet Services | 110B | +38.00% | ||
| Technology | Other Semiconductors | 773B | +120.98% | ||
| Technology | Application Software | 109B | -21.34% | ||
| Technology | Phones & Smart Phones | 4,515B | +13.79% | ||
| Technology | Other Internet Services | 331B | -15.11% | ||
| Technology | Social Media & Networking | 1,401B | -16.69% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,790B | +12.05% | ||
| Technology | Other Computer Hardware | 70.78B | +122.52% | ||
| Technology | Internet Security & Transactions Services | 509B | +1.71% | ||
| Industrials | Transaction & Payment Services | 681B | +5.80% | ||
| Consumer Non-Cyclical | Energy Drinks | 93.62B | +24.66% | ||
| Consumer Cyclical | Handbags & Luggage | 192B | -25.87% | ||
| Consumer Cyclical | Jewelry | 136B | +7.96% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 212B | +3.34% | ||
| Industrials | Other Aerospace & Defense | 361B | +13.10% | ||
| Consumer Cyclical | Other Apparel & Accessories | 14.96B | -14.24% | ||
| Technology | Enterprise Software | 253B | -9.71% | ||
| Technology | E-commerce & Auction Services | 46.34B | +19.55% | ||
| Consumer Cyclical | Other Footwear | 5.85B | +42.79% | ||
| Technology | Other Internet Services | 161B | -3.56% | ||
| Consumer Cyclical | Other Apparel & Accessories | 22.2B | +5.37% | ||
| Technology | Other Internet Services | 110B | -8.09% | ||
| Energy | Other Oil & Gas Refining and Marketing | 679B | +37.20% | ||
| Energy | Integrated Oil & Gas | 258B | +24.43% | ||
| Consumer Non-Cyclical | Distilleries | 237B | -7.58% | ||
| Consumer Cyclical | Automobiles & Multi Utility Vehicles | 83.39B | +16.44% | ||
| Industrials | Other Professional Information Services | 45.74B | -20.97% | ||
| Technology | Enterprise Software | 422B | -24.85% | ||
| Technology | Other Internet Services | 523B | -23.71% | ||
| Consumer Cyclical | Quick Service Restaurants | 41.75B | +1.13% | ||
| Industrials | Construction Machinery | 381B | +44.52% | ||
| Technology | Cloud Computing Services | 171B | -21.04% | ||
| Technology | Other IT Services & Consulting | 47.45B | -30.61% | ||
| Technology | Other IT Services & Consulting | 87.05B | -28.20% | ||
| Technology | Other Semiconductors | 172B | -6.02% | ||
| Consumer Non-Cyclical | Other Food Processing | 37.46B | +2.46% | ||
| Technology | Other IT Services & Consulting | 113B | -30.94% | ||
| Energy | Integrated Oil & Gas | 403B | +34.68% | ||
| Energy | Integrated Oil & Gas | 201B | +39.31% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 43.6B | +14.39% | ||
| Technology | Other Household Electronics | 140B | -5.94% | ||
| Basic Materials | Other Specialty Chemicals | 24.19B | -3.80% | ||
| Industrials | Heavy Trucks | 73.61B | +15.85% | ||
| Healthcare | Other Pharmaceuticals | 238B | +34.22% | ||
| Technology | Other Software | 34.67B | -5.91% | ||
| Healthcare | Other Pharmaceuticals | 259B | -11.24% | ||
| Consumer Non-Cyclical | Other Brewers | 155B | +22.33% | ||
| Industrials | Transaction & Payment Services | 52.65B | +5.43% | ||
| Industrials | Other Electrical Components & Equipment | 195B | +26.35% | ||
| Consumer Non-Cyclical | Cosmetics & Perfumes | 240B | +5.46% | ||
| Consumer Cyclical | Luxury Clothing | 13.41B | -8.67% | ||
| Technology | Other IT Services & Consulting | 222B | -20.43% | ||
| - | - | 34.2B | - | ||
| Consumer Cyclical | Quick Service Restaurants | 46.69B | -0.27% | ||
| Consumer Cyclical | Other Apparel & Accessories | 13.75B | -41.74% | ||
| Consumer Cyclical | Tire & Tube Manufacturers | 8.4B | +13.30% | ||
| Healthcare | Other Pharmaceuticals | 302B | +16.26% | ||
| Healthcare | Other Pharmaceuticals | 137B | +24.23% | ||
| Healthcare | Other Pharmaceuticals | 105B | +5.15% | ||
| Technology | Other Integrated Telecommunications Services | 232B | +1.35% | ||
| Industrials | Agricultural Machinery | 175B | +39.07% | ||
| Consumer Non-Cyclical | Other Household Products | 12.9B | +5.81% | ||
| Consumer Cyclical | Other Tires & Rubber Products | 32.23B | +17.16% | ||
| Consumer Cyclical | Other Tires & Rubber Products | 27.38B | +22.25% | ||
| Energy | Other Oil & Gas Refining and Marketing | 186B | -16.20% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 23.55B | +13.26% | ||
| Consumer Cyclical | Quick Service Restaurants | 192B | -11.35% | ||
| Healthcare | Other Pharmaceuticals | 208B | -7.50% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 392B | +30.31% | ||
| Consumer Non-Cyclical | Other Tobacco | 293B | +17.35% | ||
| Consumer Cyclical | Quick Service Restaurants | 28.2B | +18.51% | ||
| Healthcare | Medical Prosthetics | 18.1B | +17.91% | ||
| Consumer Non-Cyclical | Other Personal Products | 336B | +0.96% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 62.36B | -18.84% | ||
| Technology | Other Wireless Telecommunications Services | 173B | +1.81% | ||
| Consumer Cyclical | Other Apparel & Accessories | 260B | -29.84% | ||
| Consumer Non-Cyclical | Other Personal Products | 137B | -3.67% | ||
| Technology | Other Integrated Telecommunications Services | 205B | +21.41% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 73.51B | +13.71% | ||
| Technology | Other Integrated Telecommunications Services | 162B | +4.63% | ||
| Consumer Non-Cyclical | Carbonated Soft Drinks | 196B | -0.03% | ||
| Industrials | Other Electrical Components & Equipment | 251B | +17.23% | ||
| Consumer Cyclical | Other Hotels, Motels & Cruise Lines | 92.93B | +14.88% | ||
| Consumer Non-Cyclical | Other Food Processing | 49.81B | -13.62% | ||
| Basic Materials | Other Specialty Chemicals | 18.68B | +14.70% | ||
| Consumer Non-Cyclical | Other Personal Products | 36.88B | -2.65% | ||
| Healthcare | Glasses, Spectacles & Contact Lenses | 87.56B | -39.53% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 5.22B | -15.72% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 92.29B | +11.78% | ||
| Consumer Non-Cyclical | Sanitary Products | 36.35B | +8.35% | ||
News of the components
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