Total Shareholder Return Industrials | Big-Picture View
The 412 European industrial players showed a 13 % CAGR in total shareholder return from 2016 to 2021 — the growth accelerated from 11 % to 15 % ( 2016 – 2019 vs . 2019 – 2021 ).
TOTAL SHAREHOLDER RETURN ( TSR ) DEVELOPMENT OF EUROPEAN INDUSTRIALS [ 1 ] ( INDEX 2016 = 100 )
|
TSR CAGR |
|
TSR CAGR |
|
2019 – 2021 |
|
2016 – 2021 |
|
TSR CAGR
2016 – 2019
|
+ 15 % |
183 |
+ 13 % |
100 |
127 |
+ 11 % |
115 |
139 |
153 |
• Post-COVID-19 recovery accelerated growth .
• Low interest rates , steady growth , and low inflation supported growth of the industrial sector from 2019 to 2021 .
|
|
|
|
|
|
|
• Slump in 2018 TSR due to trade war between USA and China , Brexit , and slow economic growth . |
2016 ( Index = 100 )
2017 2018 2019 2020
2021
[ 1 ] Total shareholder return , market capitalization , and dividend payouts of the 412 companies analyzed . Source : Capital IQ , goetzpartners analysis
6