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 | $4.79T | 40.2x | 0.6 | $197.32 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 34.9% Upside | Upgrade to Pro+ | |
| Alphabet A | NASDAQ | Technology | Software & IT Services | $4.07T | 31.1x | 0.88 | $336.63 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16% Upside | Upgrade to Pro+ | |
| Apple | NASDAQ | Technology | Computers, Phones & Household Electronics | $3.90T | 33.6x | 1.26 | $265.65 | 2.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.9% Upside | Upgrade to Pro+ | |
| Microsoft | NASDAQ | Technology | Software & IT Services | $3.07T | 25.8x | 0.85 | $413.21 | 5.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Amazon.com | NASDAQ | Consumer Cyclicals | Diversified Retail | $2.67T | 34.7x | 1.16 | $248.78 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14.4% Upside | Upgrade to Pro+ | |
| Broadcom | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $1.86T | 76.6x | 0.5 | $392.55 | 3.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 24.7% Upside | Upgrade to Pro+ | |
| Meta Platforms | NASDAQ | Technology | Software & IT Services | $1.71T | 28.7x | -17.87 | $674.45 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 29.4% Upside | Upgrade to Pro+ | |
| Tesla | NASDAQ | Consumer Cyclicals | Automobiles & Auto Parts | $1.47T | 361.3x | -7.65 | $390.87 | 7.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 21.1% Upside | Upgrade to Pro+ | |
| Berkshire Hathaway A | NYSE | Consumer Non-Cyclicals | Consumer Goods Conglomerates | $1.03T | 15.4x | -0.62 | $715,500 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.3% Upside | Upgrade to Pro+ | |
| Walmart | NASDAQ | Consumer Non-Cyclicals | Food & Drug Retailing | $993.28B | 45.7x | 3.42 | $124.64 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.4% Upside | Upgrade to Pro+ | |
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $833.65B | 15x | 11.05 | $18.08 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $833.65B | 15x | 11.09 | $19.24 | 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 | $833.65B | 15x | 10.95 | $20.05 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $833.65B | 15x | 11.06 | $19.58 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $833.65B | 15x | 6.05 | $24.74 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan | NYSE | Financials | Banking Services | $818.51B | 14.6x | 10.95 | $305.57 | -1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.7% Upside | Upgrade to Pro+ | |
| Eli Lilly | NYSE | Healthcare | Pharmaceuticals | $808.42B | 39.4x | 0.42 | $904.39 | -2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 36.6% Upside | Upgrade to Pro+ | |
| Exxon Mobil | NYSE | Energy | Oil & Gas | $621.49B | 22.3x | -1.48 | $149.56 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.9% Upside | Upgrade to Pro+ | |
| Visa A | NYSE | Industrials | Professional & Commercial Services | $601.49B | 29.6x | 3.89 | $315.90 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 28.5% Upside | Upgrade to Pro+ | |
| J&J | NYSE | Healthcare | Pharmaceuticals | $571.44B | 27.2x | -7.06 | $237.72 | -1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.5% Upside | Upgrade to Pro+ | |
| Micron | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $506.69B | 21x | 0.05 | $449.45 | -3.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.7% Upside | Upgrade to Pro+ | |
| Oracle | NYSE | Technology | Software & IT Services | $491.86B | 30.6x | 0.94 | $170.69 | 4.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 35% Upside | Upgrade to Pro+ | |
| Mastercard | NYSE | Technology | Software & IT Services | $464.75B | 31.5x | 1.62 | $521.35 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 28.4% Upside | Upgrade to Pro+ | |
| Netflix | NASDAQ | Technology | Software & IT Services | $451.81B | 42.2x | 1.45 | $106.98 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.3% Upside | Upgrade to Pro+ | |
| Costco | NASDAQ | Consumer Cyclicals | Diversified Retail | $435.58B | 51.1x | 4.12 | $982.13 | 0.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.8% Upside | Upgrade to Pro+ | |
| AMD | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $415.77B | 97.7x | 0.59 | $255 | -0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.9% Upside | Upgrade to Pro+ | |
| Bank of America | NYSE | Financials | Banking Services | $387.65B | 14.3x | 0.68 | $54.33 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.4% Upside | Upgrade to Pro+ | |
| Chevron | NYSE | Energy | Oil & Gas | $369.24B | 27.9x | -0.95 | $185.34 | -0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.5% Upside | Upgrade to Pro+ | |
| AbbVie | NYSE | Healthcare | Pharmaceuticals | $368.08B | 88.1x | -70.78 | $208.23 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 18.4% Upside | Upgrade to Pro+ | |
| Caterpillar | NYSE | Industrials | Machinery, Tools, Heavy Vehicles, Trains & Ships | $355.95B | 40.7x | -2.83 | $764.75 | -3.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -1.7% Downside | Upgrade to Pro+ |