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 | 40.6x | 0.61 | $199.64 | -1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 32.7% Upside | Upgrade to Pro+ | |
| Alphabet A | NASDAQ | Technology | Software & IT Services | $4.09T | 31.4x | 0.9 | $338.89 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.6% Upside | Upgrade to Pro+ | |
| Apple | NASDAQ | Technology | Computers, Phones & Household Electronics | $4.01T | 34.8x | 1.33 | $273.43 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 9.8% Upside | Upgrade to Pro+ | |
| Microsoft | NASDAQ | Technology | Software & IT Services | $3.09T | 26.1x | 0.9 | $415.75 | -4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 35.6% Upside | Upgrade to Pro+ | |
| Amazon.com | NASDAQ | Consumer Cyclicals | Diversified Retail | $2.74T | 35.7x | 1.17 | $255.08 | -0.1% | 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 | 81.9x | 0.52 | $419.94 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.8% Upside | Upgrade to Pro+ | |
| Meta Platforms | NASDAQ | Technology | Software & IT Services | $1.67T | 28.1x | -18.17 | $659.15 | -2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 26% Upside | Upgrade to Pro+ | |
| Tesla | NASDAQ | Consumer Cyclicals | Automobiles & Auto Parts | $1.40T | 346.3x | -8.25 | $373.72 | -3.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.7% Upside | Upgrade to Pro+ | |
| Walmart | NASDAQ | Consumer Non-Cyclicals | Food & Drug Retailing | $1.04T | 48.4x | 3.51 | $132.03 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.6% Upside | Upgrade to Pro+ | |
| Berkshire Hathaway A | NYSE | Consumer Non-Cyclicals | Consumer Goods Conglomerates | $1.02T | 15.2x | -0.61 | $706,165 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5% Upside | Upgrade to Pro+ | |
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $835.17B | 14.9x | 6.17 | $24.72 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $835.17B | 14.9x | 6.04 | $18.04 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan | NYSE | Financials | Banking Services | $835.17B | 14.9x | 6.04 | $311.69 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.6% Upside | Upgrade to Pro+ | |
| Jp Morgan Gg Pref | NYSE | Financials | Banking Services | $835.17B | 14.9x | 6.17 | $20.02 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $835.17B | 14.9x | 6.04 | $19.46 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $835.17B | 14.9x | 6.04 | $19.25 | 0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Eli Lilly | NYSE | Healthcare | Pharmaceuticals | $821.13B | 40x | 0.42 | $917.65 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 36.7% Upside | Upgrade to Pro+ | |
| Exxon Mobil | NYSE | Energy | Oil & Gas | $625.69B | 22.4x | -1.47 | $150.53 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.4% Upside | Upgrade to Pro+ | |
| Visa A | NYSE | Industrials | Professional & Commercial Services | $588.60B | 29x | 3.96 | $308.88 | -0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 30.4% Upside | Upgrade to Pro+ | |
| J&J | NYSE | Healthcare | Pharmaceuticals | $555.22B | 26.7x | -6.79 | $230.65 | 2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.3% Upside | Upgrade to Pro+ | |
| Micron | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $543.25B | 22.2x | 0.05 | $481.72 | -1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.1% Upside | Upgrade to Pro+ | |
| Oracle | NYSE | Technology | Software & IT Services | $506.99B | 31.8x | 1.02 | $176.28 | -6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 24.8% Upside | Upgrade to Pro+ | |
| AMD | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $497.79B | 116.7x | 0.64 | $305.33 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -1.5% Downside | Upgrade to Pro+ | |
| Mastercard | NYSE | Technology | Software & IT Services | $454.97B | 30.5x | 1.62 | $502.38 | -1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 31.9% Upside | Upgrade to Pro+ | |
| Costco | NASDAQ | Consumer Cyclicals | Diversified Retail | $450.03B | 52.6x | 4.22 | $1,014.38 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.4% Upside | Upgrade to Pro+ | |
| Netflix | NASDAQ | Technology | Software & IT Services | $392.61B | 30.1x | 0.66 | $92.82 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 22.8% Upside | Upgrade to Pro+ | |
| Caterpillar | NYSE | Industrials | Machinery, Tools, Heavy Vehicles, Trains & Ships | $388.63B | 44.4x | -2.85 | $835.24 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -6.4% Downside | Upgrade to Pro+ | |
| Bank of America | NYSE | Financials | Banking Services | $374.11B | 13x | 0.63 | $52.47 | -1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 18.2% Upside | Upgrade to Pro+ | |
| Chevron | NYSE | Energy | Oil & Gas | $373.68B | 28.3x | -0.93 | $187.60 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.9% Upside | Upgrade to Pro+ | |
| AbbVie | NYSE | Healthcare | Pharmaceuticals | $355.43B | 85.3x | -70.15 | $200.95 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 25.7% Upside | Upgrade to Pro+ |