Company | Name | Exchange | Sector | Industry | Market Cap | P/E Ratio | PEG Ratio | Last Trade Price | Day Change (%) | Fair Value | Fair Value Upside | Fair Value Label | Analyst Price Target | Analyst Target Upside | Overall Health |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NVIDIA | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $4.85T | 40.8x | 0.63 | $199.36 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 32.8% Upside | Upgrade to Pro+ | |
| Alphabet A | NASDAQ | Technology | Software & IT Services | $4.64T | 29x | 0.92 | $383.66 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.2% Upside | Upgrade to Pro+ | |
| Apple | NASDAQ | Technology | Computers, Phones & Household Electronics | $4.14T | 36.3x | 1.32 | $283.08 | 4.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.6% Upside | Upgrade to Pro+ | |
| Microsoft | NASDAQ | Technology | Software & IT Services | $3.07T | 24.4x | 0.92 | $413.59 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 37.9% Upside | Upgrade to Pro+ | |
| Amazon.com | NASDAQ | Consumer Cyclicals | Diversified Retail | $2.89T | 32.1x | 1.23 | $268.96 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 17% Upside | Upgrade to Pro+ | |
| Broadcom | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $1.98T | 81.8x | 0.55 | $419.97 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15% Upside | Upgrade to Pro+ | |
| Meta Platforms | NASDAQ | Technology | Software & IT Services | $1.55T | 21.9x | -18.28 | $613.50 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 36.5% Upside | Upgrade to Pro+ | |
| Tesla | NASDAQ | Consumer Cyclicals | Automobiles & Auto Parts | $1.47T | 353.3x | -9.71 | $391.97 | 2.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 17.9% Upside | Upgrade to Pro+ | |
| Walmart | NASDAQ | Consumer Non-Cyclicals | Food & Drug Retailing | $1.06T | 48.8x | 3.56 | $132.78 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.7% Upside | Upgrade to Pro+ | |
| Berkshire Hathaway A | NYSE | Consumer Non-Cyclicals | Consumer Goods Conglomerates | $1.03T | 15.4x | -0.61 | $715,030 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.4% Upside | Upgrade to Pro+ | |
| Eli Lilly | NYSE | Healthcare | Pharmaceuticals | $871.15B | 34.4x | 0.4 | $973.50 | 4.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 33.7% Upside | Upgrade to Pro+ | |
| JPMorgan | NYSE | Financials | Banking Services | $842.25B | 15.1x | 6 | $314.41 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8% Upside | Upgrade to Pro+ | |
| Jp Morgan Gg Pref | NYSE | Financials | Banking Services | $839.30B | 14.8x | 6 | $20.11 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $839.30B | 14.8x | 6 | $19.52 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $839.30B | 14.8x | 6 | $24.81 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $839.30B | 14.8x | 6 | $18.06 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $839.30B | 14.8x | 6 | $19.20 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Exxon Mobil | NYSE | Energy | Oil & Gas | $639.82B | 22.8x | -1.48 | $153.87 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6.9% Upside | Upgrade to Pro+ | |
| Visa A | NYSE | Industrials | Professional & Commercial Services | $626.08B | 29x | 3.89 | $332.56 | 0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.2% Upside | Upgrade to Pro+ | |
| Micron | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $595B | 25.3x | 0.06 | $530.72 | 2.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6.1% Upside | Upgrade to Pro+ | |
| AMD | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $574.91B | 135.4x | 0.8 | $352.61 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -14.9% Downside | Upgrade to Pro+ | |
| J&J | NYSE | Healthcare | Pharmaceuticals | $550.92B | 26.3x | -6.69 | $228.90 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.7% Upside | Upgrade to Pro+ | |
| Intel | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $498.78B | -146.8x | -1.54 | $99.20 | 5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -15.3% Downside | Upgrade to Pro+ | |
| Oracle | NYSE | Technology | Software & IT Services | $486.80B | 30x | 1 | $169.40 | 5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 36.3% Upside | Upgrade to Pro+ | |
| Costco | NASDAQ | Consumer Cyclicals | Diversified Retail | $455.35B | 53.4x | 4.28 | $1,025.66 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.5% Upside | Upgrade to Pro+ | |
| Mastercard | NYSE | Technology | Software & IT Services | $441.80B | 29.2x | 1.59 | $499.94 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 31.7% Upside | Upgrade to Pro+ | |
| Caterpillar | NYSE | Industrials | Machinery, Tools, Heavy Vehicles, Trains & Ships | $412.18B | 44.7x | -2.96 | $886.19 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -12.2% Downside | Upgrade to Pro+ | |
| Netflix | NASDAQ | Technology | Software & IT Services | $396.15B | 30.3x | 0.62 | $94.16 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 23.3% Upside | Upgrade to Pro+ | |
| Chevron | NYSE | Energy | Oil & Gas | $383.74B | 28.8x | -0.94 | $192.16 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.7% Upside | Upgrade to Pro+ | |
| Bank of America | NYSE | Financials | Banking Services | $383.45B | 13.4x | 0.61 | $53.75 | 0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16% Upside | Upgrade to Pro+ |