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 | $5.06T | 42.7x | 0.61 | $208.27 | 4.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 27.2% Upside | Upgrade to Pro+ | |
| Alphabet A | NASDAQ | Technology | Software & IT Services | $4.15T | 31.9x | 0.9 | $344.40 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.8% Upside | Upgrade to Pro+ | |
| Apple | NASDAQ | Technology | Computers, Phones & Household Electronics | $3.98T | 34.3x | 1.33 | $271.06 | -0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.9% Upside | Upgrade to Pro+ | |
| Microsoft | NASDAQ | Technology | Software & IT Services | $3.15T | 26.5x | 0.9 | $424.62 | 2.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 41% Upside | Upgrade to Pro+ | |
| Amazon.com | NASDAQ | Consumer Cyclicals | Diversified Retail | $2.84T | 36.9x | 1.17 | $263.99 | 3.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 9.7% Upside | Upgrade to Pro+ | |
| Broadcom | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $2T | 82.4x | 0.52 | $422.76 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.6% Upside | Upgrade to Pro+ | |
| Meta Platforms | NASDAQ | Technology | Software & IT Services | $1.71T | 28.9x | -18.17 | $675.03 | 2.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 29% Upside | Upgrade to Pro+ | |
| Tesla | NASDAQ | Consumer Cyclicals | Automobiles & Auto Parts | $1.41T | 348.8x | -8.25 | $376.30 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.9% Upside | Upgrade to Pro+ | |
| Walmart | NASDAQ | Consumer Non-Cyclicals | Food & Drug Retailing | $1.04T | 47.6x | 3.51 | $129.92 | -1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 6% Upside | Upgrade to Pro+ | |
| Berkshire Hathaway A | NYSE | Consumer Non-Cyclicals | Consumer Goods Conglomerates | $1.01T | 15.2x | -0.61 | $704,760 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 5.4% Upside | Upgrade to Pro+ | |
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $826.04B | 14.9x | 6.04 | $18.03 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $826.04B | 14.9x | 6.04 | $19.52 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan | NYSE | Financials | Banking Services | $826.04B | 14.8x | 6.04 | $308.28 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 9.3% Upside | Upgrade to Pro+ | |
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $826.04B | 14.9x | 6.17 | $24.78 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $826.04B | 14.9x | 6.04 | $19.24 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Jp Morgan Gg Pref | NYSE | Financials | Banking Services | $826.04B | 14.9x | 6.17 | $20.07 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Eli Lilly | NYSE | Healthcare | Pharmaceuticals | $790.98B | 38.6x | 0.42 | $883.96 | -3.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 42.5% Upside | Upgrade to Pro+ | |
| Exxon Mobil | NYSE | Energy | Oil & Gas | $618.95B | 22.1x | -1.47 | $148.91 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.8% Upside | Upgrade to Pro+ | |
| Visa A | NYSE | Industrials | Professional & Commercial Services | $589.63B | 29x | 3.96 | $309.42 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 30% Upside | Upgrade to Pro+ | |
| AMD | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $567.05B | 132.5x | 0.64 | $347.81 | 13.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -12.7% Downside | Upgrade to Pro+ | |
| Micron | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $560.17B | 23.1x | 0.05 | $496.72 | 3.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.5% Upside | Upgrade to Pro+ | |
| J&J | NYSE | Healthcare | Pharmaceuticals | $547.64B | -6.79 | $227.50 | -1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.8% Upside | Upgrade to Pro+ | ||
| Oracle | NYSE | Technology | Software & IT Services | $498.36B | 31.3x | 1.02 | $173.28 | -1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 27% Upside | Upgrade to Pro+ | |
| Mastercard | NYSE | Technology | Software & IT Services | $449.63B | 30.6x | 1.62 | $504.17 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 31.4% Upside | Upgrade to Pro+ | |
| Costco | NASDAQ | Consumer Cyclicals | Diversified Retail | $448.60B | 52.5x | 4.22 | $1,011.15 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.8% Upside | Upgrade to Pro+ | |
| Intel | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $414.85B | -1,345.7x | -13.06 | $82.54 | 23.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -11.6% Downside | Upgrade to Pro+ | |
| Netflix | NASDAQ | Technology | Software & IT Services | $389.25B | 0.66 | $92.44 | -0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 24.4% Upside | Upgrade to Pro+ | ||
| Caterpillar | NYSE | Industrials | Machinery, Tools, Heavy Vehicles, Trains & Ships | $386.56B | 44.1x | -2.85 | $830.79 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -5.9% Downside | Upgrade to Pro+ | |
| Bank of America | NYSE | Financials | Banking Services | $371.11B | 12.9x | 0.63 | $52.05 | -0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 19.2% Upside | Upgrade to Pro+ | |
| Chevron | NYSE | Energy | Oil & Gas | $368.92B | 27.7x | -0.93 | $185.21 | -1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16.6% Upside | Upgrade to Pro+ |