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 | $4.82T | 40.7x | 0.6 | $198.45 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 33.5% Upside | Upgrade to Pro+ | |
| Alphabet A | NASDAQ | Technology | Software & IT Services | $4.66T | 26.7x | 0.63 | $385.69 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5% Upside | Upgrade to Pro+ | |
| Apple | NASDAQ | Technology | Computers, Phones & Household Electronics | $4.11T | 32.9x | 1.16 | $280.14 | 3.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.1% Upside | Upgrade to Pro+ | |
| Microsoft | NASDAQ | Technology | Software & IT Services | $3.08T | 24.3x | 0.83 | $414.44 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 37.5% Upside | Upgrade to Pro+ | |
| Amazon.com | NASDAQ | Consumer Cyclicals | Diversified Retail | $2.89T | 31.5x | 0.88 | $268.26 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.8% Upside | Upgrade to Pro+ | |
| Broadcom | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $1.99T | 82.3x | 0.55 | $421.28 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.3% Upside | Upgrade to Pro+ | |
| Meta Platforms | NASDAQ | Technology | Software & IT Services | $1.55T | 22.3x | 2.94 | $608.75 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 37.2% Upside | Upgrade to Pro+ | |
| Tesla | NASDAQ | Consumer Cyclicals | Automobiles & Auto Parts | $1.47T | 362.4x | -10.09 | $390.82 | 2.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.1% Upside | Upgrade to Pro+ | |
| Walmart | NASDAQ | Consumer Non-Cyclicals | Food & Drug Retailing | $1.05T | 48.3x | 3.61 | $131.60 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.9% Upside | Upgrade to Pro+ | |
| Berkshire Hathaway A | NYSE | Consumer Non-Cyclicals | Consumer Goods Conglomerates | $1.02T | 15.3x | -0.62 | $710,300 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.6% Upside | Upgrade to Pro+ | |
| Eli Lilly | NYSE | Healthcare | Pharmaceuticals | $859.04B | 33.2x | 0.26 | $963.33 | 3.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 29.8% Upside | Upgrade to Pro+ | |
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $837.27B | 14.8x | 6.08 | $19.44 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan | NYSE | Financials | Banking Services | $837.27B | 14.8x | 6.08 | $312.47 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 9.6% Upside | Upgrade to Pro+ | |
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $837.27B | 14.8x | 6.08 | $17.99 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Jp Morgan Gg Pref | NYSE | Financials | Banking Services | $837.27B | 14.8x | 6.08 | $20.01 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $837.27B | 14.8x | 6.08 | $19.16 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $837.27B | 14.8x | 6.08 | $24.85 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Exxon Mobil | NYSE | Energy | Oil & Gas | $633.15B | -1.52 | $152.75 | -1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8% Upside | Upgrade to Pro+ | ||
| Visa A | NYSE | Industrials | Professional & Commercial Services | $618.05B | 28.8x | 1.84 | $328.03 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.9% Upside | Upgrade to Pro+ | |
| Micron | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $611.47B | 24.3x | 0.06 | $542.21 | 4.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.3% Upside | Upgrade to Pro+ | |
| AMD | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $587.80B | 138.1x | 0.83 | $360.54 | 1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -16.8% Downside | Upgrade to Pro+ | |
| J&J | NYSE | Healthcare | Pharmaceuticals | $546.90B | 26.6x | -6.68 | $227.19 | -1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14% Upside | Upgrade to Pro+ | |
| Intel | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $500.69B | -140.4x | -1.86 | $99.62 | 5.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -19.7% Downside | Upgrade to Pro+ | |
| Oracle | NYSE | Technology | Software & IT Services | $494.19B | 30.8x | 0.99 | $171.83 | 6.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 28% Upside | Upgrade to Pro+ | |
| Costco | NASDAQ | Consumer Cyclicals | Diversified Retail | $448.84B | 52.6x | 4.28 | $1,011.70 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.7% Upside | Upgrade to Pro+ | |
| Mastercard | NYSE | Technology | Software & IT Services | $437.78B | 30.4x | 1.33 | $495.46 | -1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 33.7% Upside | Upgrade to Pro+ | |
| Caterpillar | NYSE | Industrials | Machinery, Tools, Heavy Vehicles, Trains & Ships | $409.77B | 40.3x | -20.65 | $889.67 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -1.4% Downside | Upgrade to Pro+ | |
| Netflix | NASDAQ | Technology | Software & IT Services | $387.65B | 29.8x | 0.62 | $92.06 | -1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 24.9% Upside | Upgrade to Pro+ | |
| Bank of America | NYSE | Financials | Banking Services | $377.82B | 13.2x | 0.62 | $53.24 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16.5% Upside | Upgrade to Pro+ | |
| Chevron | NYSE | Energy | Oil & Gas | $376.88B | $190.63 | -1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.3% Upside | Upgrade to Pro+ |