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 | $4.83T | 40.4x | 0.6 | $198.87 | 1.2% | 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 | $4.01T | 31.1x | 0.88 | $337.12 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14.1% Upside | Upgrade to Pro+ | |
| Apple | NASDAQ | Technology | Computers, Phones & Household Electronics | $3.90T | 33.7x | 1.26 | $266.35 | 2.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.9% Upside | Upgrade to Pro+ | |
| Microsoft | NASDAQ | Technology | Software & IT Services | $3.05T | 25.8x | 0.85 | $411.27 | 4.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Amazon.com | NASDAQ | Consumer Cyclicals | Diversified Retail | $2.68T | 34.7x | 1.16 | $248.42 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14.4% Upside | Upgrade to Pro+ | |
| Broadcom | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $1.88T | 76.9x | 0.5 | $396.61 | 4.2% | 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 | $1.70T | 28.6x | -17.87 | $671.58 | 1.4% | 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 | 361.9x | -7.65 | $391.96 | 7.6% | 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 | $711,235 | -0.8% | 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 | $994.56B | 45.7x | 3.42 | $124.75 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.4% Upside | Upgrade to Pro+ | |
| Jp Morgan Gg Pref | NYSE | Financials | Banking Services | $833.65B | 15x | 10.95 | $20.06 | 0% | 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 | 11.05 | $18.07 | 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 | 11.06 | $19.55 | 0.2% | 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 | $24.71 | -0.2% | 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 | $19.22 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan | NYSE | Financials | Banking Services | $819.31B | 14.6x | 10.95 | $305.93 | -1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.7% Upside | Upgrade to Pro+ | |
| Eli Lilly | NYSE | Healthcare | Pharmaceuticals | $811.57B | 39.4x | 0.42 | $905.03 | -1.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 36.6% Upside | Upgrade to Pro+ | |
| Exxon Mobil | NYSE | Energy | Oil & Gas | $620.32B | 22.3x | -1.48 | $149 | -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 | $602.65B | 29.6x | 3.89 | $315.91 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 28.5% Upside | Upgrade to Pro+ | |
| J&J | NYSE | Healthcare | Pharmaceuticals | $578.31B | 27.3x | -7.06 | $238.60 | -0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.5% Upside | Upgrade to Pro+ | |
| Micron | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $513.28B | 21.1x | 0.05 | $456.23 | -2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.7% Upside | Upgrade to Pro+ | |
| Oracle | NYSE | Technology | Software & IT Services | $489.04B | 30.6x | 0.94 | $169.81 | 4.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 35% Upside | Upgrade to Pro+ | |
| Mastercard | NYSE | Technology | Software & IT Services | $464.57B | 31.5x | 1.62 | $519.91 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 28.4% Upside | Upgrade to Pro+ | |
| Netflix | NASDAQ | Technology | Software & IT Services | $454.39B | 42.3x | 1.45 | $107.71 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.3% Upside | Upgrade to Pro+ | |
| Costco | NASDAQ | Consumer Cyclicals | Diversified Retail | $436.78B | 51.2x | 4.12 | $984.75 | 1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 11.9% Upside | Upgrade to Pro+ | |
| AMD | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $419.49B | 98.1x | 0.59 | $258.11 | 1.2% | 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 | $387.94B | 14.3x | 0.68 | $54.32 | 1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.4% Upside | Upgrade to Pro+ | |
| AbbVie | NYSE | Healthcare | Pharmaceuticals | $368.98B | 88.3x | -70.78 | $208.42 | -0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 18.4% Upside | Upgrade to Pro+ | |
| Chevron | NYSE | Energy | Oil & Gas | $367.72B | 27.9x | -0.95 | $184.91 | -1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.5% Upside | Upgrade to Pro+ | |
| Caterpillar | NYSE | Industrials | Machinery, Tools, Heavy Vehicles, Trains & Ships | $357.92B | 40.8x | -2.83 | $770.17 | -3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 1.9% Upside | Upgrade to Pro+ |