Conglomerates Stocks
Conglomerates: Pampa Energía S.A. owns the largest revenue base; Falcon's Beyond Global, Inc. has the fastest current growth.
How has Conglomerates moved against S&P 500?
The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 30% ahead of S&P 500. Earnings across its companies fell 18% on average over the last four reported quarters.
RS — · 12/19 >200d (−1) · 4/19 lead (+1) · EPS 7/18↑
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 19 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Is Conglomerates outperforming S&P 500?
Conglomerates has outperformed S&P 500 by 35.4% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 0.5%. 8 of 19 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. NN, Inc. is the strongest against the sector itself at +53.9%.
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Conglomerates has outperformed S&P 500 by 35.4% over 52 weeks and 0.5% over 13 weeks. 8 of 19 covered companies beat the S&P 500 on Mansfield relative strength, while 2 of 19 beat the sector itself. Pampa Energía S.A. leads with revenue of $2,157 million, based on 12 of 20 comparable companies through Mar 2026.
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
How this score is built, and what the marks mean
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Deluxe CorporationDLX | 65.7/100Favorable setup75% evidence | ASLEEP | 24.6/35 Revenue 0.5% · PAT 85.7% · OPM change 4.3 pp 83% evidence | 13.9/25 ROCE 3.3% · OPM 13.3% 76% evidence | 15.8/20 P/E 12.1× · PEG 0.23 65% evidence | 11.4/20 RS sector -5.3% · RS bench 2.6% · 1Y 41%0 of 12 weeks ahead 70% evidence |
| Exact sum: 24.6 + 13.9 + 15.8 + 11.4 = 65.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 2Honeywell International Inc.HON | 61.4/100Thin evidence · provisional58% evidence | TURNING | 19.7/35 Revenue — · PAT — · OPM change -5.6 pp 45% evidence | 18.4/25 ROCE 14.2% · OPM 16.2% 76% evidence | 11.5/20 P/E 8.3× · PEG — 15% evidence | 11.8/20 RS sector -9.2% · RS bench -0.8% · 1Y 16.4%3 of 12 weeks ahead 100% evidence |
| Exact sum: 19.7 + 18.4 + 11.5 + 11.8 = 61.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 3Falcon's Beyond Global, Inc.FBYD | 57.6/100Thin evidence · provisional58% evidence | FADING | 26.1/35 Revenue 100% · PAT -22.2% · OPM change 491.8 pp 62% evidence | 18.6/25 ROCE 29.8% · OPM 120.7% 76% evidence | 9.4/20 P/E 67.1× · PEG — 15% evidence | 3.5/20 RS sector -32.3% · RS bench -26.4% · 1Y 38.9%8 of 12 weeks ahead 70% evidence |
| Exact sum: 26.1 + 18.6 + 9.4 + 3.5 = 57.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 43M CompanyMMM | 56.7/100Thin evidence · provisional58% evidence | TURNING | 18.8/35 Revenue — · PAT — · OPM change 2.3 pp 45% evidence | 15.0/25 ROCE 3.7% · OPM 23.2% 76% evidence | 9.9/20 P/E 28.8× · PEG — 15% evidence | 13.0/20 RS sector -6.9% · RS bench 2.4% · 1Y 18.4%3 of 12 weeks ahead 100% evidence |
| Exact sum: 18.8 + 15 + 9.9 + 13 = 56.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 5Pampa Energía S.A.PAM | 55.9/100Mixed-positive evidence81% evidence | TURNING | 18.1/35 Revenue 14.7% · PAT -12.7% · OPM change 1.9 pp 83% evidence | 14.9/25 ROCE 3.2% · OPM 31.1% 76% evidence | 15.0/20 P/E 11.2× · PEG 0.26 65% evidence | 7.9/20 RS sector -12.6% · RS bench -4.9% · 1Y 13.5%1 of 12 weeks ahead 100% evidence |
| Exact sum: 18.1 + 14.9 + 15 + 7.9 = 55.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 6Valmont Industries, Inc.VMI | 55.8/100Thin evidence · provisional58% evidence | FADING | 22.0/35 Revenue — · PAT — · OPM change 1.9 pp 45% evidence | 14.8/25 ROCE 6.3% · OPM 15.1% 76% evidence | 10.3/20 P/E 22.1× · PEG — 15% evidence | 8.7/20 RS sector -6.3% · RS bench 1.8% · 1Y 36.7%7 of 12 weeks ahead 100% evidence |
| Exact sum: 22 + 14.8 + 10.3 + 8.7 = 55.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 7RCM Technologies, Inc.RCMT | 52.6/100Thin evidence · provisional52% evidence | ASLEEP | 12.0/35 Revenue — · PAT — · OPM change -92.8 pp 45% evidence | 14.9/25 ROCE 7.9% · OPM 7.2% 76% evidence | 11.3/20 P/E 9.1× · PEG — 15% evidence | 14.4/20 RS sector -0.1% · RS bench 9.6% · 1Y 26.4%6 of 12 weeks ahead 70% evidence |
| Exact sum: 12 + 14.9 + 11.3 + 14.4 = 52.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 8NN, Inc.NNBR | 47.6/100Thin evidence · provisional55% evidence | LEADER | 17.2/35 Revenue -3.3% · PAT — · OPM change 3.1 pp 62% evidence | 3.4/25 ROCE -1.1% · OPM -3.5% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 17.0/20 RS sector 53.9% · RS bench 67.3% · 1Y 81.6%12 of 12 weeks ahead 70% evidence |
| Exact sum: 17.2 + 3.4 + 10 + 17 = 47.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 9Otter Tail CorporationOTTR | 47.5/100Mixed-negative evidence81% evidence | TURNING | 12.0/35 Revenue -0.5% · PAT -4.8% · OPM change -0.3 pp 83% evidence | 14.5/25 ROCE 2.4% · OPM 24.6% 76% evidence | 12.2/20 P/E 13.2× · PEG 1.17 65% evidence | 8.8/20 RS sector -11.1% · RS bench -2.7% · 1Y 16.4%0 of 12 weeks ahead 100% evidence |
| Exact sum: 12 + 14.5 + 12.2 + 8.8 = 47.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 10Mammoth Energy Services, Inc.TUSK | 44.5/100Thin evidence · provisional58% evidence | TURNING | 16.0/35 Revenue -52.1% · PAT — · OPM change 6.1 pp 62% evidence | 5.0/25 ROCE -0.3% · OPM -3.9% 76% evidence | 10.4/20 P/E 18.5× · PEG — 15% evidence | 13.1/20 RS sector -2.7% · RS bench 5.7% · 1Y 21.8%8 of 12 weeks ahead 70% evidence |
| Exact sum: 16 + 5 + 10.4 + 13.1 = 44.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 11Seaboard CorporationSEB | 44.1/100Thin evidence · provisional58% evidence | ASLEEP | 19.7/35 Revenue — · PAT — · OPM change 1.9 pp 45% evidence | 10.7/25 ROCE 1.5% · OPM 4% 76% evidence | 11.1/20 P/E 9.7× · PEG — 15% evidence | 2.6/20 RS sector -20.2% · RS bench -13.7% · 1Y 24.6%0 of 12 weeks ahead 100% evidence |
| Exact sum: 19.7 + 10.7 + 11.1 + 2.6 = 44.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 12Compass DiversifiedCODI | 43.7/100Mixed-negative evidence64% evidence | ASLEEP | 13.3/35 Revenue 0.9% · PAT — · OPM change -1.3 pp 62% evidence | 7.2/25 ROCE -0.1% · OPM -0.5% 76% evidence | 9.7/20 P/E 32.1× · PEG — 15% evidence | 13.5/20 RS sector 16.1% · RS bench 25.4% · 1Y 63.9%7 of 12 weeks ahead 100% evidence |
| Exact sum: 13.3 + 7.2 + 9.7 + 13.5 = 43.7 · Decision use: Price leads the evidence: RS versus the benchmark is 25.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 13Tejon Ranch Co.TRC | 41.1/100Mixed-negative evidence68% evidence | ASLEEP | 22.5/35 Revenue 18.6% · PAT 0% · OPM change 38.8 pp 62% evidence | 6.3/25 ROCE -0.2% · OPM -11.9% 76% evidence | 7.8/20 P/E 269.1× · PEG 1.66 65% evidence | 4.5/20 RS sector -21.2% · RS bench -14% · 1Y -1.9%0 of 12 weeks ahead 70% evidence |
| Exact sum: 22.5 + 6.3 + 7.8 + 4.5 = 41.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 14Brookfield Business CorporationBBUC | 37.8/100Thin evidence · provisional58% evidence | ASLEEP | 13.3/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence | 11.3/25 ROCE 2.6% · OPM 15.8% 76% evidence | 9.2/20 P/E 80.8× · PEG — 15% evidence | 4.0/20 RS sector -21.9% · RS bench -14.4% · 1Y 25.2%0 of 12 weeks ahead 100% evidence |
| Exact sum: 13.3 + 11.3 + 9.2 + 4 = 37.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Boston Omaha CorporationBOC | 36.1/100Thin evidence · provisional58% evidence | BREAKING OUT | 13.4/35 Revenue 3.6% · PAT -480% · OPM change -4.8 pp 62% evidence | 4.5/25 ROCE -0.3% · OPM -7.7% 76% evidence | 8.5/20 P/E 579.9× · PEG — 15% evidence | 9.7/20 RS sector -7.6% · RS bench 1.6% · 1Y 11%5 of 12 weeks ahead 70% evidence |
| Exact sum: 13.4 + 4.5 + 8.5 + 9.7 = 36.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 16TETRA Technologies, Inc.TTI | 34.0/100Adverse evidence65% evidence | ASLEEP | 9.9/35 Revenue 4% · PAT -93.2% · OPM change -3.5 pp 83% evidence | 9.7/25 ROCE 0.7% · OPM 2.3% 76% evidence | 8.9/20 P/E 170.4× · PEG — 15% evidence | 5.5/20 RS sector -14.2% · RS bench -7.8% · 1Y 121.2%4 of 12 weeks ahead 70% evidence |
| Exact sum: 9.9 + 9.7 + 8.9 + 5.5 = 34 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 17DMC Global Inc.BOOM | 31.6/100Thin evidence · provisional58% evidence | FADING | 9.6/35 Revenue -7.4% · PAT — · OPM change -7.1 pp 62% evidence | 5.1/25 ROCE -0.8% · OPM -3% 76% evidence | 10.1/20 P/E 22.5× · PEG — 15% evidence | 6.8/20 RS sector -12.6% · RS bench -3.6% · 1Y 25%6 of 12 weeks ahead 70% evidence |
| Exact sum: 9.6 + 5.1 + 10.1 + 6.8 = 31.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 18Matthews International CorporationMATW | 30.7/100Adverse evidence68% evidence | ASLEEP | 10.8/35 Revenue -28.9% · PAT — · OPM change -2.6 pp 62% evidence | 6.7/25 ROCE -0.2% · OPM -1.2% 76% evidence | 5.1/20 P/E 83.3× · PEG 2.48 65% evidence | 8.1/20 RS sector -10.4% · RS bench -2.1% · 1Y 19.6%0 of 12 weeks ahead 70% evidence |
| Exact sum: 10.8 + 6.7 + 5.1 + 8.1 = 30.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 19MaxsMaking Inc.MAMK | 44.9/100Thin evidence · provisional18% evidence | 16.3/35 Revenue — · PAT — · OPM change — 9% evidence | 9.0/25 ROCE -0.3% · OPM — 46% evidence | 9.6/20 P/E 39× · PEG — 15% evidence | 10.0/20 RS sector — · RS bench — · 1Y 388.7%5 of 6 weeks ahead to 2025-11-14 0% evidence | |
| Exact sum: 16.3 + 9 + 9.6 + 10 = 44.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 20FTAI Infrastructure Inc.FIP | 40.3/100Thin evidence · provisional42% evidence | ASLEEP | 20.1/35 Revenue — · PAT — · OPM change 8.8 pp 26% evidence | 7.2/25 ROCE 0.1% · OPM 1.5% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 3.0/20 RS sector -44% · RS bench -38.5% · 1Y -31.7%0 of 12 weeks ahead 70% evidence |
| Exact sum: 20.1 + 7.2 + 10 + 3 = 40.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Market action
MaxsMaking Inc. has the strongest one-year price move in Conglomerates at +388.7%. NN, Inc. leads on Mansfield relative strength against the S&P 500 at +67.3%. 8 of 19 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.
Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Conglomerates itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
Revenue Scale & Growth Durability
Pampa Energía S.A. has the highest Revenue among the 20 Conglomerates companies compared here, at $2,157 million. Deluxe Corporation is next at $2,134 million. Falcon's Beyond Global, Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.
What the numbers say: Pampa Energía S.A. is the scale leader at $2,157 million, 1.1% ahead of Deluxe Corporation. Falcon's Beyond Global, Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 171.4% from a $19 million base, with 17 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
Investor read: Pampa Energía S.A. is the scale benchmark; Falcon's Beyond Global, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Pampa Energía S.A.'s growth falls below Falcon's Beyond Global, Inc.'s for two consecutive comparable reports while operating margin also compresses.
On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.
All-company data · latest reported quarter
In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| Honeywell International Inc. HON | $9.1B | 2.4% | Jun 2026 |
| Brookfield Business Corporation BBUC | $6.4B | -4.6% | Jun 2026 |
| 3M Company MMM | $6.0B | 1.3% | Jun 2026 |
| Seaboard Corporation SEB | $2.4B | -3.2% | Jun 2026 |
| Valmont Industries, Inc. VMI | $1.0B | 6.2% | Jun 2026 |
| Pampa Energía S.A. PAM | $573M | 38% | Mar 2026 |
| Deluxe Corporation DLX | $538M | 0.2% | Mar 2026 |
| Compass Diversified CODI | $427M | -6.0% | Mar 2026 |
| Otter Tail Corporation OTTR | $347M | 3.0% | Mar 2026 |
| Matthews International Corporation MATW | $259M | -39% | Mar 2026 |
| FTAI Infrastructure Inc. FIP | $188M | 96% | Mar 2026 |
| TETRA Technologies, Inc. TTI | $156M | -0.6% | Mar 2026 |
| DMC Global Inc. BOOM | $136M | -14% | Mar 2026 |
| NN, Inc. NNBR | $118M | 11% | Mar 2026 |
| RCM Technologies, Inc. RCMT | $83M | 6.4% | Jun 2026 |
| Boston Omaha Corporation BOC | $28M | 0.0% | Mar 2026 |
| Mammoth Energy Services, Inc. TUSK | $22M | 83% | Mar 2026 |
| MaxsMaking Inc. MAMK | $17M | 42% | Dec 2025 |
| Tejon Ranch Co. TRC | $10M | 25% | Mar 2026 |
| Falcon's Beyond Global, Inc. FBYD | $5M | 150% | Mar 2026 |
Full 20-quarter history · every available company
Revenue · reported quarter history
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
Revenue growth · reported quarter history
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
Operating Economics & Margin Trend
Falcon's Beyond Global, Inc. has the highest OPM among the 20 Conglomerates companies compared here, at 120.7%. Pampa Energía S.A. is next at 31.1%. The same company also holds the highest Margin change, at +491.8 percentage points. 19 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Falcon's Beyond Global, Inc. leads both opm at 120.7% and margin change at +491.8 percentage points.
Investor read: Falcon's Beyond Global, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Falcon's Beyond Global, Inc. FBYD | 121% | +491.8 pp | Mar 2026 |
| Pampa Energía S.A. PAM | 31% | +1.9 pp | Mar 2026 |
| Otter Tail Corporation OTTR | 25% | −0.3 pp | Mar 2026 |
| 3M Company MMM | 23% | +2.3 pp | Jun 2026 |
| Honeywell International Inc. HON | 16% | −5.6 pp | Jun 2026 |
| Brookfield Business Corporation BBUC | 16% | +0.4 pp | Jun 2026 |
| Valmont Industries, Inc. VMI | 15% | +1.9 pp | Jun 2026 |
| Deluxe Corporation DLX | 13% | +4.3 pp | Mar 2026 |
| RCM Technologies, Inc. RCMT | 7.2% | −92.8 pp | Jun 2026 |
| Seaboard Corporation SEB | 4.0% | +1.9 pp | Jun 2026 |
| TETRA Technologies, Inc. TTI | 2.3% | −3.5 pp | Mar 2026 |
| FTAI Infrastructure Inc. FIP | 1.5% | +8.8 pp | Mar 2026 |
| Compass Diversified CODI | -0.5% | −1.3 pp | Mar 2026 |
| Matthews International Corporation MATW | -1.2% | −2.6 pp | Mar 2026 |
| DMC Global Inc. BOOM | -3.0% | −7.1 pp | Mar 2026 |
| NN, Inc. NNBR | -3.5% | +3.1 pp | Mar 2026 |
| Mammoth Energy Services, Inc. TUSK | -3.9% | +6.1 pp | Mar 2026 |
| Boston Omaha Corporation BOC | -7.7% | −4.8 pp | Mar 2026 |
| Tejon Ranch Co. TRC | -12% | +38.8 pp | Mar 2026 |
Full 20-quarter history · every available company
OPM · reported quarter history
Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
Margin change · reported quarter history
Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
Profit Scale & Acceleration
Pampa Energía S.A. has the highest Net profit among the 20 Conglomerates companies compared here, at $440 million. Otter Tail Corporation is next at $281 million. Deluxe Corporation has the highest Profit growth at 85.7%, so level and change sit with different companies. 12 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Pampa Energía S.A. leads with $440 million of TTM profit, 56.6% above Otter Tail Corporation. Deluxe Corporation shows 85.7% growth from a $104 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
Investor read: Pampa Energía S.A. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| Honeywell International Inc. HON | $795M | -39% | Jun 2026 |
| 3M Company MMM | $657M | -41% | Jun 2026 |
| Brookfield Business Corporation BBUC | $216M | -16% | Jun 2026 |
| Pampa Energía S.A. PAM | $216M | 40% | Mar 2026 |
| Seaboard Corporation SEB | $120M | 15% | Jun 2026 |
| Valmont Industries, Inc. VMI | $108M | 24% | Jun 2026 |
| Otter Tail Corporation OTTR | $73M | 7.4% | Mar 2026 |
| Deluxe Corporation DLX | $36M | 157% | Mar 2026 |
| TETRA Technologies, Inc. TTI | $8M | 100% | Mar 2026 |
| Falcon's Beyond Global, Inc. FBYD | $6M | -126% | Mar 2026 |
| Mammoth Energy Services, Inc. TUSK | $5M | -250% | Mar 2026 |
| RCM Technologies, Inc. RCMT | $4M | 0.0% | Jun 2026 |
| Tejon Ranch Co. TRC | $0M | -50% | Mar 2026 |
| MaxsMaking Inc. MAMK | $0M | -100% | Dec 2025 |
| Boston Omaha Corporation BOC | $-3M | -170% | Mar 2026 |
| NN, Inc. NNBR | $-7M | — | Mar 2026 |
| DMC Global Inc. BOOM | $-7M | -450% | Mar 2026 |
| Matthews International Corporation MATW | $-22M | 650% | Mar 2026 |
| Compass Diversified CODI | $-31M | -1,140% | Mar 2026 |
| FTAI Infrastructure Inc. FIP | $-127M | -206% | Mar 2026 |
Full 20-quarter history · every available company
Net profit · reported quarter history
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
Profit growth · reported quarter history
Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
Return On Capital Employed
Falcon's Beyond Global, Inc. has the highest ROCE among the 20 Conglomerates companies compared here, at 29.8%. Honeywell International Inc. is next at 14.2%. The same company also holds the highest ROCE change, at +19.7 percentage points. 20 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Falcon's Beyond Global, Inc. leads ROCE at 29.8%, 15.6 percentage points above Honeywell International Inc.. Falcon's Beyond Global, Inc. has the strongest latest improvement at +19.7 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
Investor read: Falcon's Beyond Global, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Falcon's Beyond Global, Inc. FBYD | 30% | +19.7 pp | Mar 2026 |
| Honeywell International Inc. HON | 14% | +10.5 pp | Jun 2026 |
| RCM Technologies, Inc. RCMT | 7.9% | −102.4 pp | Jun 2026 |
| Valmont Industries, Inc. VMI | 6.3% | +5.2 pp | Jun 2026 |
| 3M Company MMM | 3.7% | −0.2 pp | Jun 2026 |
| Deluxe Corporation DLX | 3.3% | +1.1 pp | Mar 2026 |
| Pampa Energía S.A. PAM | 3.2% | +0.7 pp | Mar 2026 |
| Brookfield Business Corporation BBUC | 2.6% | −4.1 pp | Jun 2026 |
| Otter Tail Corporation OTTR | 2.4% | −0.2 pp | Mar 2026 |
| Seaboard Corporation SEB | 1.5% | +0.7 pp | Jun 2026 |
| TETRA Technologies, Inc. TTI | 0.7% | −1.4 pp | Mar 2026 |
| FTAI Infrastructure Inc. FIP | 0.1% | +7.3 pp | Mar 2026 |
| Compass Diversified CODI | -0.1% | −0.3 pp | Mar 2026 |
| Matthews International Corporation MATW | -0.2% | −0.6 pp | Mar 2026 |
| Tejon Ranch Co. TRC | -0.2% | +0.5 pp | Mar 2026 |
| Boston Omaha Corporation BOC | -0.3% | −0.2 pp | Mar 2026 |
| MaxsMaking Inc. MAMK | -0.3% | −7.0 pp | Dec 2025 |
| Mammoth Energy Services, Inc. TUSK | -0.3% | 0.0 pp | Mar 2026 |
| DMC Global Inc. BOOM | -0.8% | −1.8 pp | Mar 2026 |
| NN, Inc. NNBR | -1.1% | +0.7 pp | Mar 2026 |
Full 20-quarter history · every available company
ROCE · reported quarter history
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
ROCE change · reported quarter history
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
Valuation Against Growth & Quality
Deluxe Corporation has the lowest PEG among the 20 Conglomerates companies compared here, at 0.23×. Pampa Energía S.A. is next at 0.26×. Honeywell International Inc. has the lowest P/E at 8.28×, so level and change sit with different companies. 5 of 20 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Deluxe Corporation has the lowest comparable PEG at 0.23×, 11.5% below Pampa Energía S.A.. Only 5 of 20 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| Tejon Ranch Co. TRC | 1.7 | 269.1 | Mar 2026 |
| Otter Tail Corporation OTTR | 1.2 | 13.2 | Mar 2026 |
| Honeywell International Inc. HON | 1.1 | 8.3 | Jun 2026 |
| Seaboard Corporation SEB | 1.0 | 9.7 | Jun 2026 |
| Valmont Industries, Inc. VMI | 0.6 | 22.2 | Jun 2026 |
| DMC Global Inc. BOOM | 0.3 | 22.5 | Mar 2026 |
| Pampa Energía S.A. PAM | 0.3 | 11.2 | Mar 2026 |
| Deluxe Corporation DLX | 0.2 | 12.1 | Mar 2026 |
| 3M Company MMM | — | 28.8 | Jun 2026 |
| Brookfield Business Corporation BBUC | — | 80.8 | Jun 2026 |
| TETRA Technologies, Inc. TTI | — | 170.4 | Mar 2026 |
| Falcon's Beyond Global, Inc. FBYD | — | 67.1 | Mar 2026 |
| Matthews International Corporation MATW | — | 83.3 | Mar 2026 |
| Compass Diversified CODI | — | 32.1 | Mar 2026 |
| Boston Omaha Corporation BOC | — | 579.9 | Mar 2026 |
| MaxsMaking Inc. MAMK | — | 39.0 | Dec 2025 |
| RCM Technologies, Inc. RCMT | — | 9.1 | Jun 2026 |
| Mammoth Energy Services, Inc. TUSK | — | 18.5 | Mar 2026 |
Full 20-quarter history · every available company
PEG · reported quarter history
Deluxe Corporation · DLX
DMC Global Inc. · BOOM
Honeywell International Inc. · HON
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
Tejon Ranch Co. · TRC
Valmont Industries, Inc. · VMI
P/E · reported quarter history
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
3M Company · MMM
Brookfield Business Corporation · BBUC
Compass Diversified · CODI
Deluxe Corporation · DLX
Falcon's Beyond Global, Inc. · FBYD
Honeywell International Inc. · HON
Matthews International Corporation · MATW
Otter Tail Corporation · OTTR
Pampa Energía S.A. · PAM
Seaboard Corporation · SEB
TETRA Technologies, Inc. · TTI
Valmont Industries, Inc. · VMI
What can make this comparison misleading?
This Conglomerates comparison names 5 specific ways its own evidence can mislead, all listed below. 1 of the 20 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. A high growth rate can still be a low-base artefact.
Keep these limits visible
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
- 1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
How was this comparison built?
This comparison is built from the reported filings of 20 Conglomerates companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
Conglomerates company comparison FAQs
These 22 answers restate the Conglomerates comparison above in question form. Every one is computed from the same 20 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.
Is the Conglomerates sector outperforming S&P 500?
Conglomerates has outperformed S&P 500 by 35.4% over 52 weeks and 0.5% over 13 weeks. 8 of 19 covered companies beat the S&P 500 on Mansfield relative strength, while 2 of 19 beat the sector itself.
Which Conglomerates company is largest by revenue?
Pampa Energía S.A. leads with revenue of $2,157 million, based on 12 of 20 comparable companies through Mar 2026.
Which Conglomerates company is growing fastest?
Falcon's Beyond Global, Inc. has the fastest current revenue growth at 100%, across 12 of 20 comparable companies.
Which Conglomerates company has the strongest 4-Factor Sector Score?
Deluxe Corporation ranks first at 65.7/100 with 75.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Conglomerates company has the lowest comparable PEG?
Deluxe Corporation has the lowest comparable PEG at 0.23, among 5 of 20 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this Conglomerates comparison include?
The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Which Conglomerates company is the biggest?
Pampa Energía S.A. is the largest, with trailing-twelve-month revenue of $2,157 million, ahead of Deluxe Corporation at $2,134 million. That covers 12 of 20 companies with comparable reporting through Mar 2026.
Which Conglomerates company has the best profit margins?
Falcon's Beyond Global, Inc. has the highest operating margin at 120.7%, from 19 of 20 comparable companies. Falcon's Beyond Global, Inc. shows the biggest recent improvement, at +491.8 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Conglomerates company makes the most profit?
Pampa Energía S.A. earns the most, at $440 million of trailing-twelve-month net profit, from 12 of 20 comparable companies. Deluxe Corporation has the fastest profit growth at 85.7%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Conglomerates company earns the highest return on capital?
Falcon's Beyond Global, Inc. leads on return on capital employed at 29.8%, across 20 of 20 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Conglomerates stock is the cheapest?
On PEG — where a LOWER number is cheaper — Deluxe Corporation screens cheapest at 0.23×. Only 5 of 20 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Is the Conglomerates sector beating the market?
Conglomerates has outperformed S&P 500 by 35.4% over the last 52 weeks and 0.5% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 8 of 19 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Conglomerates stock has the strongest price momentum?
NN, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Conglomerates company scores highest for research priority?
Deluxe Corporation scores 65.7 out of 100 with 75.1% evidence confidence, from 24.6 points on growth and earnings, 13.9 on capital efficiency, 15.8 on valuation and 11.4 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Conglomerates companies does this comparison cover, and over what period?
It compares 20 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Conglomerates sector?
The 20 Conglomerates companies on this page carry $208,822 million of combined market value. 3M Company is the largest at $93,578 million, about 45% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.
What is the Conglomerates sector's P/E ratio?
The median price-to-earnings ratio across the 20 Conglomerates companies on this page is 28.8×, measured on the 18 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.
How is the Conglomerates sector performing?
8 of the 19 covered Conglomerates companies are beating S&P 500 on Mansfield relative strength. The sector itself is 35.4% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.
How many Conglomerates stocks are listed in the US?
This comparison covers 20 listed Conglomerates companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.