Just a consulting company analyzed the 33 industry. Mainly Russian companies represented in the metals and oil sectors. In iron and steel top ten most profitable for shareholders of the companies represented by Evraz of Roman Abramovich and partners (3rd row, the average TSR for the five years 34,8%), MMK Victor Rashnikov (5-th place, 30.3%) and “Severstal” Alexey Mordashov (10th place, with 18.5%). Three companies from Russia presented in the oil and gas industry: “Tatneft” (2nd place, TSR – 36,6%), “LUKOIL” Vagit Alekperov and Leonid Fedun (4th line, a 27.1%) and “NOVATEK” Leonid Mikhelson and Gennady Timchenko (7-th place and 23.5%). In addition, the list of industry leaders present “ALROSA” — her 4th place in the top ten mining companies with a TSR of 29.9%.
BCG selected companies for the ranking, based on data from the database TSR S&P Capital IQ, in which 60 thousand companies. It is not considered stocks of companies that are traded on the stock exchange for less than five years of age, as well as securities of those companies whose free float is less than 20%. Thus, it was analyzed 2233 company. For each of the 33 industries had minimum entry threshold in market capitalization.
Under the rating BCG also submitted another list. Out of the 200 largest companies by market capitalization, she chose 50, whose paper was for the shareholders the most profitable. This list from the representative “LUKOIL” on 10-m a place, “NOVATEK” at the 20th and the savings Bank on 48th. While in the industry top ten in TSR, the largest Russian Bank is not included, its share is only 16.2 percent, and the leaders of banking list is 21.6%.
In terms of sectoral distribution, the most profitable during the five years of steel company in the areas of health (the sector average TSR of 17.1%) and medical technology (15.7 per cent). Not far behind them “financial infrastructure” (15%). The technology sector was fourth with a total return of 13.9%. And 9 out of 10 companies in the technology list from the U.S., a leader in the manufacturer of graphics processors and system-on-chip Nvidia c TSR of 54.4%. The same company in the first place by the total income of shareholders among the most expensive companies (she holds the lead for the third consecutive year). Top 5 Chinese producer of consumer goods of daily demand Kweichow Moutai (TSR – 43,5%), manufacturer of chips for communications devices Broadcom video provider Netflix (38.5%) and software developer Adobe (30.5 per cent). Only the top ten 7 American companies, two Chinese and one Russian. Notable drops — Facebook, which last year was 5th, but now only the 33rd with a TSR of 19.1%. As noted by BCG, it is primarily associated with decrease in quotations of the shares of the social network in late 2018.
“Overall, a rating confirmed by the fact that today we continue to witness the rapid development of the technology sector, healthcare, media and telecommunications,” said partner and managing Director BCG Cyril Tuichiev.
Industries in which Russian companies are in good position, in the whole TSR among the outsiders – mining, metallurgical and oil and gas sector took places 31 to 33 of 33 possible indicators with the industry TSR of 3.1%, 2.4% and 1.2% respectively.