By Contributor,John Navin
Copyright forbes
Big caps, stocks
These five big cap New York Stock Exchange-traded companies are failing to keep up with the S&P 500 and the Nasdaq 100’s new highs. And that’s putting it mildly. These non-tech, non-social media equities are stuck in sectors greatly affected by consumer expectations for inflation.
As it becomes clearer that tariffs make goods more expensive, this group suffers. Their stocks discover the unpleasant consequences: more sellers than buyers. This could change, of course, as events and policies unfold – but for now, the new lows on these price charts are unmistakable.
5 Big Cap Stocks With New Lows
Colgate-Palmolive daily price chart, 9 23 25.
stockcharts.com
The market cap for the toothpaste maker is $64.78 billion. The company offers a wide variety of household and personal products – not just toothpaste. Earnings this year are up 2.13% and up over the past three years by 11.19%. The price-earnings ratio is 22.53. The debt-to-equity ratio of 12.48 is high relative to that of firms in the rest of the sector. Colgate offers investors a 2.61% dividend.
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The stock hit a new low today. It has been trading steadily lower for weeks. Note that the 50-day moving average has never crossed above the 200-day moving average on the nine months of this price chart.
International Flavors & Fragrances daily price chart, 9 23 25.
stockcharts.com
The company calls itself “a global leader in flavors, fragrances, food ingredients and health & biosciences,” The market cap is $15.99 billion. Earnings this year are down 1.37% and down over the past three years by 4.88%. International Flavors & Fragrances pays a 2.62% dividend.
Monday’s new low – on the most selling volume of the year – took the price below the August low. The 50-day moving average has traded steadily below the 200-day moving average all year, a weak look for the specialty chemicals firm.
Kellanova daily price chart, 9 23 25.
stockcharts.com
The packaged foods giant, formerly known as Kellogg’s, has a market cap of $26.78 billion. Hit by the effects of tariffs, this year’s earnings are down 7.04% and down over the past three years by 3.64%. The price-earnings ratio is 20 and the debt-to-equity ratio is 1.58.
The price chart shows where Mars and Kellanova announced a merger in early June and the ensuing investor re-assessment. The stock hit a new low today after dropping under the late June low just days ago.
McCormick & Co. daily price chart, 9 23 25.
stockcharts.com
The company markets herbs, spices, seasonings, condiments and flavors to retailers, food service businesses and food manufacturers. McCormick has been around since 1889 – from headquarters in Hunt Valley, Maryland. Their business is affected by tariffs.
The price of the stock hit another new low Tuesday. The 50-day moving average in May crossed below the 200-day moving average.
U-Haul Holding Company
U-Haul daily price chart, 9 23 25.
stockcharts.com
The rental and leasing/moving and storage company is one of the old brand names in the industry, if not the oldest. Earnings are off this year by 32% and off over the past 3 years by 69%. The market cap is $10.29 billion. The price-earnings ratio is 40.58. Debt-to-equity is .95.
You can see on the daily price chart above that the 50-day moving average in late March crossed below the 200-day moving average, a clear signal of weakness. U-Haul has traded below the 200-day since early March. Today’s bounce came after the stock fell to a new low on Monday.
Stats courtesy of FinViz.com. Charts courtesy of Stockcharts.com.
No artificial intelligence was used in the writing of this post.
More analysis and commentary at johnnavin.substack.com.
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