Boring but successful businesses

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

I'm reminded of what Peter Lynch said in his famous book "One Up On Wall Street", when he explained that companies operating in sectors considered boring are often undervalued.

It's true that waste management, elevator installation, termite extermination, food retailing, the marketing of degreasing agents or the rental of work uniforms aren't exactly the stuff of dreams. And yet, behind this spleen sometimes lie high-quality, well-managed companies that put a smile on their shareholders' faces.

We've put together a thematic list of companies that operate in sectors considered boring and uninteresting, but which nevertheless deliver performance to their shareholders in terms of share price appreciation and dividend payments.

Our selection

Add to a list 0 selected To use this feature you must be a member Log in Sign up
CRH PLC	-	-	84.82B	-
ASHTEAD GROUP PLC	Industrials	Commercial Equipment Rental	26.77B	-3.34%
AUTOZONE, INC.	Consumer Cyclical	Automotive Parts & Accessories Retailers	62.65B	+12.60%
W.W. GRAINGER, INC.	Industrials	Industrial Machinery & Equipment Wholesale	45.6B	-8.70%
COSTCO WHOLESALE CORPORATION	Consumer Cyclical	Other Discount Stores	394B	-3.32%
UNITED RENTALS, INC.	Industrials	Commercial Equipment Rental	49.95B	+11.69%
GEBERIT AG	Consumer Cyclical	Plumbing Fixtures & Fittings	25.26B	+19.63%
MARTIN MARIETTA MATERIALS, INC.	Basic Materials	Other Construction Materials	37.52B	+20.02%
THE SHERWIN-WILLIAMS COMPANY	Basic Materials	Paint & Coating	80.63B	-3.80%
VBG GROUP AB	Consumer Non-Cyclical	Consumer Goods Conglomerates	1.03B	+23.78%
AAK AB	Consumer Non-Cyclical	Starch, Vegetable Fat & Oil Manufacturing	7.27B	-17.30%
SCHINDLER HOLDING AG	Industrials	Elevator & Conveying Equipment	37.3B	+10.30%
AXFOOD AB	Consumer Non-Cyclical	Supermarkets & Convenience Stores	6.16B	+15.90%
ILLINOIS TOOL WORKS INC.	Consumer Non-Cyclical	Consumer Goods Conglomerates	71.98B	-1.59%
REPUBLIC SERVICES, INC.	Industrials	Other Environmental Services & Equipment	65.45B	+5.80%
KABE GROUP AB	Consumer Cyclical	Other Auto & Truck Manufacturers	196M	-31.17%
WASTE MANAGEMENT, INC.	Industrials	Other Environmental Services & Equipment	84.69B	+4.79%
EAGLE MATERIALS INC.	Basic Materials	Cement & Concrete Manufacturing	7.04B	-10.30%
WD-40 COMPANY	Consumer Non-Cyclical	Other Household Products	2.54B	-21.72%
CINTAS CORPORATION	Industrials	Other Business Support Services	73.53B	+0.33%
WASTE CONNECTIONS, INC.	Industrials	Waste Management, Disposal & Recycling Services	43.62B	-0.20%
LITTELFUSE, INC.	Technology	Other Electronic Equipment & Parts	6.45B	+9.27%
DOLLARAMA INC.	Consumer Cyclical	Other Discount Stores	39.91B	+44.48%
TROAX GROUP AB	Industrials	Other Industrial Machinery & Equipment	873M	-38.58%
PHILIP MORRIS INTERNATIONAL, INC.	Consumer Non-Cyclical	Other Tobacco	231B	+23.52%
APTARGROUP, INC.	Basic Materials	Plastic Containers & Packaging	7.88B	-23.77%
STEEL DYNAMICS, INC.	Basic Materials	Other Steel	24.26B	+45.14%
KRONES AG	Industrials	Industrial Machinery	4.9B	+11.00%
KIMBERLY-CLARK CORPORATION	Consumer Non-Cyclical	Sanitary Products	33.8B	-21.63%
THE CLOROX COMPANY	Consumer Non-Cyclical	Other Household Products	12.31B	-37.25%
RPM INTERNATIONAL INC.	Basic Materials	Paint & Coating	13.16B	-15.46%
BUILDERS FIRSTSOURCE, INC.	Consumer Cyclical	Other Construction Supplies & Fixtures	11.88B	-25.24%
OTIS WORLDWIDE CORPORATION	Industrials	Elevator & Conveying Equipment	33.56B	-6.03%
CASELLA WASTE SYSTEMS, INC.	Industrials	Waste Management, Disposal & Recycling Services	6.3B	-6.67%
CHURCH & DWIGHT CO., INC.	Consumer Non-Cyclical	Other Household Products	19.59B	-21.06%
WALMART INC.	Consumer Non-Cyclical	Other Food Retail & Distribution	905B	+25.72%
O'REILLY AUTOMOTIVE, INC	Consumer Cyclical	Automotive Parts & Accessories Retailers	82.82B	+22.63%
SERVICE CORPORATION INTERNATIONAL	Consumer Non-Cyclical	Other Personal Services	10.81B	-2.56%
EUROPRIS ASA	Consumer Cyclical	Discount Stores with Grocery	1.48B	+28.47%
PERFORMANCE FOOD GROUP COMPANY	Consumer Non-Cyclical	Other Food Retail & Distribution	14.48B	+9.86%
FEDERAL SIGNAL CORPORATION	Industrials	Other Heavy Machinery & Vehicles	6.71B	+18.94%
ALIMENTATION COUCHE-TARD INC.	Energy	Gasoline Stations	48.74B	-8.40%
SÉCHÉ ENVIRONNEMENT SA	Industrials	Waste Management, Disposal & Recycling Services	613M	-12.10%
VERBUND AG	Utilities	Other Electric Utilities	25.43B	-9.93%
GFL ENVIRONMENTAL INC.	Industrials	Waste Management, Disposal & Recycling Services	16.07B	-3.40%
INGLES MARKETS, INCORPORATED	Consumer Non-Cyclical	Supermarkets & Convenience Stores	1.38B	+12.56%
FLOOR & DECOR HOLDINGS, INC.	Consumer Cyclical	Builder Merchants	6.66B	-37.66%
SOMNIGROUP INTERNATIONAL INC.	Consumer Cyclical	Furniture	19.11B	+60.61%
ALTRIA GROUP, INC.	Consumer Non-Cyclical	Cigars & Cigarette Manufacturing	97.55B	+11.72%
LAMB WESTON HOLDINGS, INC.	Consumer Non-Cyclical	Other Food Processing	8.3B	-10.80%
KONE OYJ	Industrials	Elevator & Conveying Equipment	35.96B	+24.89%
ROLLINS, INC.	Industrials	Pest Control Services	29.13B	+30.77%
DINO POLSKA S.A.	Consumer Non-Cyclical	Supermarkets & Convenience Stores	10.25B	+1.31%
VEOLIA ENVIRONNEMENT	Utilities	Other Multiline Utilities	24.86B	+8.41%
BEFESA S.A.	Industrials	Waste Management, Disposal & Recycling Services	1.3B	+34.39%
CORECIVIC, INC.	Industrials	Other Business Support Services	1.94B	-13.76%
AUTO PARTNER SA	Consumer Cyclical	Auto & Truck Parts Wholesale	591M	-16.67%
THE GEO GROUP, INC.	Industrials	Security Services	2.29B	-39.31%
CLEANAWAY WASTE MANAGEMENT LIMITED	Industrials	Waste Management, Disposal & Recycling Services	3.93B	-1.13%

News of the components

░░░░	░░░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░	░░
░░░░	░░░░░░░░ ░░ ░░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░ ░░░░░░░░ ░░░░░░░░	░░
░░░░	░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░	░░
░░░░	░░░░░░░░ ░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░ ░ ░░░░ ░░░░░░░░░░░	░░
░░░░	░ ░░░░░░░ ░░░░░ ░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░	░░
░░░░	░░░░░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░	░░
░░░░	░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░	░░
░░░░	░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░	░░
░░░░	░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░	░░
░░░░	░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░	░░
░░░░	░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░	░░
░░░░	░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░	░░
░░░░	░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░	░░
░░░░	░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░ ░░░░ ░░░░ ░░░░░	░░
░░░░	░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░	░░
░░░░	░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░ ░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░░	░░
░░░░	░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░	░░
░░░░	░░░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░░░░░	░░
░░░░	░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░	░░
░░░░	░░░░░░░ ░░░░ ░░░ ░░░░░░░ ░░ ░░░░░ ░░░ ░░░ ░░░░ ░░░░░░	░░

Heatmap

Calendar of the components

░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░	░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░
░░░░	░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░	░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░	░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░	░░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░	░░░ ░░░░ ░░░░░░░░ ░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI