24 BARRON’S February 15, 2021
2021Rank2020Rank Company / TickerWeightedScore’20 TotalReturnRecentPriceMarketValue (bil)2021EP/EEst 3-5 YearEPS Growth(^15) Best Buy/ BBY 73 18.0% $117.90 $30.4 15.0 8.5%
2 1 Agilent Technologies/ A 72 38.3 123.41 37.8 33.3 7.5
3 17 Ecolab/ ECL 71 12.5 217.05 61.9 53.9 10.3
4 10 Autodesk/ ADSK 71 63.3 302.81 66.5 76.7 29.3
5 3 Voya Financial/ VOYA 71 -3.5 58.38 7.4 20.4 13.5
(^64) Tiffany/ TIF 70 0.2 Tiffany was acquired by LVMH on Jan. 7, 2021
7 46 Robert Half International/ RHI 70 0.5 72.10 8.2 21.5 14.4
8 21 V.F. Corp./ VFC 70 -11.6 81.70 31.9 62.0 17.7
9 30 Verizon Communications/ VZ 69 -1.3 55.05 227.8 10.9 3.3
10 15 ON Semiconductor/ ON 69 33.3 39.81 16.4 24.9 17.0
(^1124) Clorox/ CLX 69 33.8 190.00 23.9 22.7 4.3
12 14 ManpowerGroup/ MAN 69 -4.6 93.52 5.4 17.2 21.6
13 33 Air Products and Chemicals/ APD 69 17.1 253.64 56.1 27.9 9.8
14 36 T. Rowe Price Group/ TROW 69 25.7 163.39 37.3 13.5 13.0
15 22 American Water Works / AWK 69 24.4 162.22 29.4 41.7 8.3
(^1632) Williams-Sonoma/ WSM 69 43.6 128.64 9.9 15.2 4.9
17 61 Xylem/ XYL 69 29.3 100.96 18.2 39.3 12.0
18 Nike/ NKE 68 40.8 143.41 225.9 47.4 28.1
19 12 PVH/ PVH 68 -9.1 95.24 6.8 N/A -0.2
20 69 Mettler-Toledo International/ MTD 68 43.0 1,209.27 28.4 40.8 13.4
(^2116) Ball Corp./BLL 68 44.6 89.72 29.3 26.3 11.8
22 13 CBRE Group/ CBRE 68 1.8 67.93 22.8 24.6 11.0
23 11 Nvidia/ NVDA 68 123.9 577.55 357.5 59.5 16.5
24 Reinsurance Gr. of America/ RGA 68 -27.5 112.25 7.6 15.2 N/A
25 Crocs/ CROX 67 49.4 77.81 5.3 26.5 N/A
(^26) Maxim Integrated Products/ MXIM 67 44.7 91.58 24.5 31.3 14.2
27 Eastman Chemical/ EMN 67 29.9 107.46 14.6 14.1 9.0
28 8 W.W. Grainger/ GWW 67 22.0 378.81 19.9 20.5 12.4
29 35 Itron/ ITRI 67 13.4 101.66 4.1 66.0 N/A
30 Teradyne/ TER 67 77.1 129.09 21.4 26.7 10.2
(^317) Cisco Systems/ CSCO 67 -4.3 48.94 206.6 15.5 5.2
32 20 Avery Dennison/ AVY 67 19.7 174.89 14.6 22.2 7.9
33 9 Avnet/ AVT 67 -15.9 38.55 3.8 19.1 11.2
34 51 Kimberly-Clark/ KMB 67 -0.1 132.19 44.8 16.9 4.3
35 Waters Corp./WAT 67 5.1 284.50 17.6 29.7 6.9
(^3638) Keysight Technologies/ KEYS 67 27.9 144.70 26.8 25.7 11.8
37 Workday/ WDAY 67 44.1 272.79 65.2 101.4 21.8
38 47 Lam Research/ LRCX 66 67.4 532.78 76.3 21.4 16.7
39 23 Ormat Technologies/ ORA 66 20.3 122.85 6.3 78.2 11.3
40 52 Levi Strauss/ LEVI 66 6.7 19.45 7.7 19.6 93.9
(^4126) Colgate-Palmolive/ CL 66 25.6 79.70 68.3 24.2 5.8
42 94 Eversource Energy/ES 66 3.0 85.51 29.3 23.4 6.9
43 72 Procter & Gamble/ PG 66 12.8 129.17 318.1 22.7 7.8
44 82 BlackRock/ BLK 66 44.0 726.45 110.8 19.8 12.0
45 6 HP Inc./ HPQ 66 21.9 27.30 35.6 10.4 8.4
(^462) Texas Instruments/ TXN 66 29.7 175.12 161.0 26.1 9.5
47 Intel/ INTC 66 -16.4 59.16 240.3 12.5 6.0
48 40 Prudential Financial/ PRU 66 -12.7 80.91 32.0 7.0 6.0
49 Automatic Data Processing/ ADP 66 4.1 167.92 71.9 28.4 11.1
50 Merck/ MRK 66 -8.7 75.04 189.8 11.6 11.2
2021
Rank
2020
Rank Company / Ticker
Weighted
Score
’20 Total
Return
Recent
Price
Market
Value (bil)
2021E
P/E
Est 3-5 Year
EPS Growth
(^5167) Intuit/ INTU 66 44.3% $389.74 $102.4 46.6 16.3%
52 41 Varian Medical Systems/ VAR 66 23.1 176.36 16.1 34.3 N/A
53 31 Salesforce.com/ CRM 66 36.8 238.93 218.4 51.5 17.0
54 93 Edwards Lifesciences/ EW 66 15.3 86.08 53.6 40.6 14.3
55 75 S&P Global/ SPGI 66 19.5 325.44 78.3 28.3 11.6
(^5655) McCormick/ MKC 66 12.9 90.83 24.2 30.8 5.3
57 54 West Pharmaceutical Services/ WST 66 86.7 294.46 21.8 64.9 20.5
58 Lowe's/ LOW 66 36.0 179.17 134.7 20.6 19.7
59 34 Hanesbrands/ HBI 66 2.8 15.98 5.6 11.8 0.5
60 28 NextEra Energy/ NEE 65 27.7 83.40 163.4 33.2 7.8
(^6159) Gap/ GPS 65 17.2 22.27 8.3 N/A 12.0
62 Waste Management/ WM 65 4.5 114.38 48.3 28.6 6.4
63 49 Starbucks/ SBUX 65 22.5 106.26 125.1 37.4 15.0
64 95 Int’l Flavors & Fragrances/ IFF 65 -11.4 127.25 13.6 22.7 7.9
65 29 Adobe/ ADBE 65 50.9 493.76 236.5 43.7 16.0
(^6668) Principal Financial Group/ PFG 65 -7.2 54.06 14.8 8.9 10.3
67 66 Jones Lang LaSalle/ JLL 65 -14.3 156.71 8.1 19.3 9.0
68 Republic Services/ RSG 65 8.2 91.78 32.5 27.2 8.3
69 85 Expeditors Int’l of Wash./ EXPD 65 22.6 94.64 16.0 23.7 9.5
70 89 Moody's/ MCO 65 21.2 278.39 52.3 27.4 9.5
(^7170) Bank of America/ BAC 65 -12.8 33.09 286.3 13.6 15.0
72 91 Rockwell Automation/ ROK 65 25.0 247.26 28.7 27.7 9.5
73 42 Microsoft/ MSFT 65 41.9 242.47 1,829.7 32.8 12.9
74 Walmart/ WMT 65 23.2 145.03 410.6 26.0 11.6
75 State Street/ STT 65 -6.5 76.07 26.9 11.2 11.6
(^7648) Aptargroup/ ATR 65 19.2 141.98 9.2 39.2 7.8
77 Amicus Therapeutics/ FOLD 65 135.7 19.86 5.2 N/A N/A
78 Wesco International/ WCC 64 32.0 89.33 4.5 16.8 10.0
79 New York Times/ NYT 64 61.1 50.59 8.5 54.6 17.5
80 96 Nordstrom/ JWN 64 -22.1 34.78 5.5 N/A 6.0
(^8153) Alaska Air Group/ ALK 64 -21.4 57.08 7.1 N/A -17.1
82 81 General Mills/ GIS 64 13.0 57.70 35.3 15.4 3.3
83 Cirrus Logic/ CRUS 64 -0.6 89.42 5.2 19.3 10.7
84 50 Cummins/ CMI 64 28.7 238.61 35.2 17.0 9.8
85 37 Oshkosh/ OSK 64 -8.2 97.69 6.7 17.3 16.5
(^86) TJX Cos./ TJX 64 12.2 69.97 84.0 163.4 8.4
87 100 Home Depot/ HD 64 24.2 280.03 301.3 23.6 8.9
88 Agios Pharmaceuticals/ AGIO 64 -6.8 55.82 3.9 N/A 40.0
89 Ralph Lauren/ RL 64 -10.8 110.21 8.1 160.3 3.9
90 84 Applied Materials/ AMAT 64 44.0 106.19 97.1 20.8 14.8
(^9164) Sonoco Products/ SON 64 -0.9 60.47 6.1 18.0 3.1
92 PepsiCo/ PEP 64 10.7 140.40 194.2 25.5 5.7
93 63 Lumentum Holdings/ LITE 64 20.0 88.14 6.7 13.7 15.0
94 Mosaic/ MOS 64 3.3 29.09 11.0 64.5 7.0
95 Woodward/ WWD 64 3.3 116.64 7.3 34.2 15.0
(^9644) Coca-Cola/ KO 64 1.3 49.92 214.5 26.3 1.8
97 56 Regions Financial/ RF 63 -3.6 19.54 18.8 10.8 31.1
98 Etsy/ ETSY 63 313.9 231.69 27.4 109.1 29.6
99 27 UniFirst/ UNF 63 4.3 230.51 4.2 30.7 N/A
100 Amgen/ AMGN 63 -3.1 237.57 137.3 14.1 7.8
Not on the 2020 ranking Highlighted companies beat the S&P 500 N/A=Not applicable E=Estimate Source: Calvert Research & Management
Special Report: The 100 Most Sustainable Companies
For our fourth ranking of most sustainable companies, Calvert Research & Management started with the 1,000 largest publicly traded companies by market value, then looked
at top companies in 230 ESG (environmental, social, and governance) performance indicators. Here’s the result. The companies highlighted in green beat the S&P 500 in 2020.