SP500 Valuation, Profitability and Sustainability Analysis Dashboard

Discover whether industry giants like Apple (AAPL), Microsoft (MSFT), NVIDIA (NVDA), Amazon (AMZN), Tesla (TSLA), Alphabet (GOOGL), and Meta (META) are truly worth their current market prices. This comprehensive dashboard analyzes every S&P 500 stock across three critical dimensions: valuation (are you paying a fair price?), profitability (how efficiently do they generate returns?), and sustainability (can they maintain growth and dividends long-term?). From established blue-chips like Johnson & Johnson (JNJ), Procter & Gamble (PG), Coca-Cola (KO), Exxon Mobil (XOM), and Walmart (WMT) to financial powerhouses like JPMorgan Chase (JPM), Bank of America (BAC), and Visa (V), plus healthcare leaders like UnitedHealth (UNH) and Pfizer (PFE), we break down P/E ratios, profit margins, dividend yields, ROE, and financial health scores. We also analyze Berkshire Hathaway (BRK.B), Chevron (CVX), Home Depot (HD), Broadcom (AVGO), Salesforce (CRM), Oracle (ORCL), IBM, Cisco (CSCO), Intel (INTC), AMD, Qualcomm (QCOM), Texas Instruments (TXN), Adobe (ADBE), Intuit (INTU), Uber (UBER), Netflix (NFLX), and Eli Lilly (LLY). Whether you’re a value investor hunting for bargains, a growth seeker chasing the next winner, or an income investor building a dividend portfolio, this data-driven analysis cuts through the noise and gives you actionable insights to invest with confidence.

📊 Valuation Analysis

Understand if stocks are fairly priced, overvalued, or undervalued

💡 What This Means For You:

Valuation helps you understand if you're paying a fair price for a stock. Think of it like shopping - you want to know if you're getting a good deal or overpaying. Lower P/E ratios often mean stocks are cheaper (like a sale), while higher P/E ratios mean investors expect strong future growth.

📈 Charts (5) 📄 Data Reports (6)

Pe Distribution

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Top Bottom Pe

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Forward Vs Trailing Pe

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Pb Ratio Analysis

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Ev Ebitda Analysis

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📊 Pe Distribution 503 rows • 5 columns

#	ticker	sector	pe ratio	forward pe	market cap billions
1	CHTR	Communication Services	3.86	3.36	19.99
2	ALL	Financial Services	5.16	9.36	65.14
3	AES	Utilities	5.52	6.20	10.52
4	FIS	Technology	6.23	6.05	20.91
5	UHS	Healthcare	7.04	7.17	10.17
6	EIX	Utilities	7.60	11.32	28.35
7	ACGL	Financial Services	7.73	10.12	33.70
8	EG	Financial Services	7.98	6.32	14.48
9	CINF	Financial Services	8.14	19.10	26.48
10	SYF	Financial Services	8.20	7.61	26.01
11	T	Communication Services	8.39	9.92	174.26
12	EXE	Energy	8.45	11.06	22.69
13	CMCSA	Communication Services	8.46	7.29	93.72
14	HON	Industrials	8.47	22.03	69.85
15	APA	Energy	8.94	10.09	14.85
16	MKC	Consumer Defensive	9.07	16.54	14.66
17	LULU	Consumer Cyclical	9.32	10.26	13.06
18	CF	Basic Materials	9.33	12.02	19.02
19	HIG	Financial Services	9.52	10.07	37.33
20	TRV	Financial Services	9.92	12.23	77.03
21	VICI	Real Estate	9.99	8.62	28.37
22	FISV		10.07	6.48	27.96
23	NCLH	Consumer Cyclical	10.21	9.81	7.65
24	DVN	Energy	10.24	8.62	51.83
25	UAL	Industrials	10.52	7.37	36.48
26	PRU	Financial Services	10.91	8.10	41.53
27	PGR	Financial Services	10.92	13.36	126.48
28	SOLV	Healthcare	11.12	12.59	15.48
29	CCL	Consumer Cyclical	11.24	9.46	34.17
30	EOG	Energy	11.25	10.03	75.79

Showing first 30 of 503 rows

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📊 Top Lowest Pe 10 rows • 6 columns

#	ticker	sector	pe ratio	forward pe	market cap billions	eps
1	CHTR	Communication Services	3.86	3.36	19.99	38.43
2	ALL	Financial Services	5.16	9.36	65.14	49.93
3	AES	Utilities	5.52	6.20	10.52	2.67
4	FIS	Technology	6.23	6.05	20.91	6.51
5	UHS	Healthcare	7.04	7.17	10.17	24.50
6	EIX	Utilities	7.60	11.32	28.35	9.69
7	ACGL	Financial Services	7.73	10.12	33.70	12.78
8	EG	Financial Services	7.98	6.32	14.48	47.32
9	CINF	Financial Services	8.14	19.10	26.48	21.19
10	SYF	Financial Services	8.20	7.61	26.01	9.75

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📊 Top Highest Pe 10 rows • 6 columns

#	ticker	sector	pe ratio	forward pe	market cap billions	eps
1	DLR	Real Estate	93.71	66.44	72.55	2.05
2	IRM	Real Estate	87.01	44.97	36.53	1.41
3	NOW	Technology	86.52	27.66	143.12	1.60
4	MRVL	Technology	82.69	38.23	216.99	2.92
5	SNPS	Technology	80.99	26.66	89.02	5.74
6	MPWR	Technology	79.80	37.68	64.43	16.43
7	BA	Industrials	75.50	50.93	165.89	2.78
8	BLDR	Industrials	73.05	15.05	7.23	0.92
9	ABBV	Healthcare	72.72	15.85	456.18	3.55
10	COHR	Technology	71.70	21.18	57.85	4.12

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📊 Forward Vs Trailing Pe 455 rows • 6 columns

#	ticker	sector	pe ratio	forward pe	pe premium	market cap billions
1	CPT	Real Estate	34.91	95.69	-60.77	12.24
2	UDR	Real Estate	23.47	66.21	-42.75	13.62
3	L	Financial Services	13.49	37.87	-24.38	22.45
4	VMRK	Real Estate	25.10	45.80	-20.70	26.12
5	SPG	Real Estate	15.15	32.11	-16.96	81.58
6	INVH	Real Estate	26.82	42.79	-15.97	17.36
7	FRT	Real Estate	23.62	37.81	-14.19	10.22
8	HON	Industrials	8.47	22.03	-13.56	69.85
9	CINF	Financial Services	8.14	19.10	-10.96	26.48
10	GEV	Industrials	27.35	37.94	-10.60	254.04
11	PLD	Real Estate	31.59	41.66	-10.07	137.89
12	BRK-B	Financial Services	12.66	22.70	-10.04	1.08K
13	MKC	Consumer Defensive	9.07	16.54	-7.46	14.66
14	HST	Real Estate	14.99	21.26	-6.27	15.52
15	GOOGL	Communication Services	17.08	23.00	-5.92	4.17K
16	GOOG	Communication Services	16.94	22.78	-5.84	4.13K
17	REG	Real Estate	25.49	29.93	-4.44	14.11
18	ALL	Financial Services	5.16	9.36	-4.20	65.14
19	AMZN	Consumer Cyclical	20.60	24.66	-4.06	2.76K
20	EIX	Utilities	7.60	11.32	-3.72	28.35
21	AFL	Financial Services	12.58	15.46	-2.88	58.45
22	CF	Basic Materials	9.33	12.02	-2.69	19.02
23	SBAC	Real Estate	20.15	22.78	-2.64	19.83
24	EXE	Energy	8.45	11.06	-2.62	22.69
25	PTC	Technology	15.42	17.88	-2.47	17.25
26	PGR	Financial Services	10.92	13.36	-2.45	126.48
27	ACGL	Financial Services	7.73	10.12	-2.39	33.70
28	TRV	Financial Services	9.92	12.23	-2.31	77.03
29	ESS	Real Estate	43.66	45.53	-1.87	19.35
30	MAA	Real Estate	37.66	39.27	-1.61	15.32

Showing first 30 of 455 rows

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📊 Pb Ratio Analysis 428 rows • 6 columns

#	ticker	sector	pb ratio	roe	roa	market cap billions
1	BRK-B	Financial Services	0.00	0.12	6.01	1.08K
2	ARE	Real Estate	0.57	-0.04	0.93	9.00
3	MOS	Basic Materials	0.66	-0.05	1.24	7.55
4	TAP	Consumer Defensive	0.77	-0.19	3.79	7.77
5	KHC	Consumer Defensive	0.83	-0.09	3.63	29.80
6	EG	Financial Services	0.95	0.13	2.49	14.48
7	LEN	Consumer Cyclical	0.95	0.07	3.94	20.50
8	VICI	Real Estate	0.97	0.10	4.82	28.37
9	AIG	Financial Services	0.99	0.07	1.77	40.07
10	PSKY	Communication Services	1.03	-0.01	2.75	12.12
11	FISV		1.04			27.96
12	CMCSA	Communication Services	1.04	0.11	4.31	93.72
13	CHTR	Communication Services	1.04	0.27	5.31	19.99
14	TFC	Financial Services	1.05	0.09	1.06	61.45
15	GPN	Industrials	1.07	0.02	2.33	24.54
16	TSN	Consumer Defensive	1.08	0.03	2.57	19.47
17	APTV	Consumer Cyclical	1.08	0.05	6.72	9.43
18	HBAN	Financial Services	1.15	0.09	0.98	34.06
19	C	Financial Services	1.16	0.09	0.66	222.56
20	L	Financial Services	1.17	0.09	1.91	22.45
21	EXE	Energy	1.18	0.15	8.49	22.69
22	GM	Consumer Cyclical	1.22	0.03	2.25	77.95
23	PCG	Utilities	1.22	0.09	2.57	39.53
24	CFG	Financial Services	1.23	0.08	0.94	29.56
25	COF	Financial Services	1.29	0.09	1.52	132.92
26	DVN	Energy	1.30	0.12	5.91	51.83
27	FIS	Technology	1.30	0.22	4.28	20.91
28	PRU	Financial Services	1.32	0.12	0.44	41.53
29	VTRS	Healthcare	1.34	-0.03	2.67	19.40
30	BG	Consumer Defensive	1.34	0.07	3.47	21.43

Showing first 30 of 428 rows

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📊 Ev Ebitda By Sector 11 rows • 5 columns

#	sector	median	mean	count	example
1	Real Estate	18.50	19.50	26.00	ARE
2	Industrials	16.82	17.27	67.00	MMM
3	Technology	16.46	16.96	54.00	ACN
4	Healthcare	14.64	15.44	54.00	ABT
5	Consumer Cyclical	13.46	14.39	51.00	AMZN
6	Utilities	13.26	13.38	31.00	AES
7	Basic Materials	13.20	13.53	20.00	APD
8	Consumer Defensive	12.75	13.32	31.00	MO
9	Communication Services	12.19	13.52	22.00	GOOGL
10	Financial Services	11.92	13.08	37.00	AFL
11	Energy	8.53	9.13	20.00	APA

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📋 Key Takeaways

• ✅ Good Sign: P/E ratios below historical averages may indicate undervalued stocks
• ⚠️ Caution: Very high P/E ratios may mean stocks are overpriced
• 📊 Compare: Compare P/E ratios within the same sector for better context
• 💡 Tip: Use P/B ratio to find stocks trading below their book value

📊 Profitability Analysis

Find companies that are efficient at turning revenue into profits

💡 What This Means For You:

Profitability shows how well a company converts sales into actual profits. Think of it like a restaurant - high profit margins mean they keep more money from each meal sold. ROE (Return on Equity) shows how efficiently management uses shareholder money to generate profits.

📈 Charts (3) 📄 Data Reports (3)

Profit Margins

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Roe Vs Pb

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Growth Vs Valuation

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📊 Profit Margins 503 rows • 6 columns

#	ticker	sector	gross margin	operating margin	profit margin	market cap billions
1	WDC	Technology	48.85	0.44	0.73	166.57
2	VICI	Real Estate	99.27	0.70	0.68	28.37
3	SPG	Real Estate	81.43	0.46	0.67	81.58
4	APP	Communication Services	88.46	0.78	0.65	105.02
5	CME	Financial Services	100.00	0.65	0.63	101.02
6	NVDA	Technology	74.14	0.66	0.63	5.52K
7	TPL	Energy	93.34	0.78	0.60	25.50
8	SNDK	Technology	71.47	0.78	0.56	217.42
9	MU	Technology	72.57	0.80	0.56	1.06K
10	GOOG	Communication Services	60.90	0.34	0.55	4.13K
11	GOOGL	Communication Services	60.90	0.34	0.55	4.17K
12	V	Financial Services	97.73	0.66	0.51	708.84
13	VRSN	Technology	88.47	0.68	0.50	26.64
14	PLTR	Technology	84.80	0.47	0.49	446.80
15	MA	Financial Services	100.00	0.61	0.46	518.36
16	PLD	Real Estate	75.55	0.43	0.44	137.89
17	HOOD	Financial Services	91.89	0.44	0.42	98.68
18	PSA	Real Estate	74.42	0.46	0.42	58.12
19	PTC	Technology	84.50	0.28	0.41	17.25
20	MSCI	Financial Services	82.98	0.56	0.41	41.38
21	MSFT	Technology	67.94	0.45	0.40	3.75K
22	MO	Consumer Defensive	87.17	0.61	0.39	112.99
23	AVGO	Technology	76.28	0.49	0.39	1.77K
24	SCHW	Financial Services	97.50	0.52	0.39	186.85
25	ANET	Technology	63.00	0.45	0.38	253.62
26	ICE	Financial Services	100.00	0.53	0.38	90.52
27	MLM	Basic Materials	28.23	0.20	0.37	37.54
28	KLAC	Technology	61.30	0.42	0.36	240.10
29	SYF	Financial Services	0.0	0.50	0.36	26.01
30	NDAQ	Financial Services	100.00	0.49	0.35	55.53

Showing first 30 of 503 rows

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📊 Roe Vs Pb 365 rows • 6 columns

#	ticker	sector	pb ratio	roe	roa	market cap billions
1	ZTS	Healthcare	9.57	0.65	15.35	31.00
2	AMP	Financial Services	7.72	0.63	2.28	49.09
3	PEP	Consumer Defensive	8.64	0.52	8.93	190.86
4	GOOG	Communication Services	6.64	0.49	12.96	4.13K
5	GOOGL	Communication Services	6.69	0.49	12.96	4.17K
6	ULTA	Consumer Cyclical	8.51	0.47	15.33	23.22
7	EBAY	Consumer Cyclical	9.95	0.47	9.15	45.51
8	BMY	Healthcare	6.13	0.47	10.72	136.76
9	HON	Industrials	3.77	0.47	5.72	69.85
10	ALL	Financial Services	2.06	0.46	8.68	65.14
11	AON	Financial Services	7.72	0.45	5.83	74.15
12	RCL	Consumer Cyclical	7.44	0.45	7.68	76.17
13	CDW	Technology	7.64	0.44	6.59	18.62
14	DECK	Consumer Cyclical	5.13	0.43	20.32	11.76
15	MPC	Energy	5.39	0.42	8.74	102.09
16	GEN	Technology	6.88	0.42	8.49	18.26
17	BR	Technology	7.35	0.41	9.30	20.88
18	EME	Industrials	8.41	0.40	12.03	34.19
19	UNP	Industrials	9.41	0.40	9.27	182.78
20	TSCO	Consumer Cyclical	6.91	0.40	7.82	18.08
21	BBY	Consumer Cyclical	5.71	0.39	7.77	17.61
22	RL	Consumer Cyclical	7.71	0.38	11.01	20.97
23	UBER	Technology	5.75	0.37	6.88	157.17
24	NCLH	Consumer Cyclical	2.97	0.37	4.25	7.65
25	PTC	Technology	5.07	0.35	11.54	17.25
26	PGR	Financial Services	3.68	0.35	7.84	126.48
27	IBM	Technology	6.53	0.34	5.30	224.97
28	AXP	Financial Services	6.58	0.34	3.79	225.66
29	VLTO	Industrials	7.76	0.34	10.31	23.98
30	MSFT	Technology	8.48	0.34	14.09	3.75K

Showing first 30 of 365 rows

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📊 Growth Vs Valuation 389 rows • 7 columns

#	ticker	sector	pe ratio	eps growth	revenue growth	profit margin	market cap billions
1	CF	Basic Materials	9.33	99.60	17.60	0.27	19.02
2	NTRS	Financial Services	16.02	98.60	36.40	0.25	34.08
3	NUE	Basic Materials	20.13	93.80	23.00	0.08	57.26
4	GS	Financial Services	16.08	92.30	42.50	0.31	303.07
5	GNRC	Industrials	45.25	92.00	10.60	0.06	11.64
6	UDR	Real Estate	23.47	90.90	-0.10	0.30	13.62
7	PRU	Financial Services	10.91	89.20	14.10	0.06	41.53
8	WY	Real Estate	35.91	87.10	-0.90	0.07	17.08
9	UBER	Technology	16.88	85.50	12.20	0.17	157.17
10	CINF	Financial Services	8.14	85.50	31.60	0.24	26.48
11	PLD	Real Estate	31.59	85.30	12.30	0.44	137.89
12	STLD	Basic Materials	21.42	83.60	33.40	0.08	33.80
13	NXPI	Technology	19.27	72.60	19.50	0.23	56.95
14	SRE	Utilities	24.57	71.30	-0.10	0.17	55.42
15	ROST	Consumer Cyclical	27.80	70.50	13.30	0.11	73.74
16	O	Real Estate	45.11	69.20	9.60	0.21	58.48
17	CAH	Healthcare	32.57	68.80	5.80	0.01	54.69
18	CAT	Industrials	35.12	68.20	24.00	0.15	375.55
19	CASY	Consumer Cyclical	39.90	66.00	14.50	0.04	28.25
20	AMGN	Healthcare	27.11	64.90	9.50	0.23	236.25
21	GEN	Technology	17.84	64.00	6.30	0.21	18.26
22	APO	Financial Services	47.49	63.70	63.80	0.05	78.80
23	MS	Financial Services	17.37	62.40	28.00	0.26	337.45
24	CVNA	Consumer Cyclical	39.20	61.50	52.40	0.06	82.13
25	UNH	Healthcare	25.39	61.50	0.40	0.03	354.59
26	ALL	Financial Services	5.16	61.20	11.80	0.19	65.14
27	C	Financial Services	14.30	61.00	15.50	0.22	222.56
28	INVH	Real Estate	26.82	60.50	10.10	0.23	17.36
29	A	Healthcare	31.10	60.00	10.00	0.20	44.54
30	DHR	Healthcare	38.51	59.70	5.50	0.16	151.62

Showing first 30 of 389 rows

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📋 Key Takeaways

• ✅ Look For: Companies with consistently high profit margins
• ✅ Strong ROE: Above 15% indicates efficient use of shareholder money
• ⚠️ Red Flag: Declining profit margins may indicate rising costs
• 💡 Tip: High growth with low profitability can be risky

📊 Dividend Analysis

Find stocks that pay regular income through dividends

💡 What This Means For You:

Dividends are like earning interest on your savings - companies share their profits with you. Dividend Yield tells you how much income you'll earn relative to the stock price. Think of it like a savings account - higher yield means more income, but make sure the company can sustain it.

📈 Charts (1) 📄 Data Reports (1)

Dividend Analysis

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📊 Dividend Analysis 306 rows • 6 columns

#	ticker	sector	dividend yield	payout ratio	pe ratio	market cap billions
1	JBL	Technology	10.00	4.01	39.08	32.72
2	MRVL	Technology	10.00	8.25	82.69	216.99
3	TXT	Industrials	10.00	1.51	15.51	14.16
4	IR	Industrials	10.00	3.31	32.63	30.64
5	VRT	Industrials	9.00	5.09	60.79	103.67
6	PWR	Industrials	7.00	4.92	70.99	93.49
7	VICI	Real Estate	6.92	69.77	9.99	28.37
8	KHC	Consumer Defensive	6.45	73.06		29.80
9	UPS	Industrials	6.21	1.22	19.64	89.91
10	MO	Consumer Defensive	6.13	89.26	14.25	112.99
11	GIS	Consumer Defensive	6.09	59.41		21.62
12	PFE	Healthcare	6.08	2.26	36.87	159.70
13	MU	Technology	6.00	1.12	21.16	1.06K
14	DOC	Real Estate	5.65	3.49	60.63	15.04
15	VZ	Communication Services	5.64	72.79	12.87	205.37
16	CCI	Real Estate	5.63	1.73	30.62	32.79
17	AMCR	Consumer Cyclical	5.51	1.09	19.55	21.51
18	ARE	Real Estate	5.44	6.89		9.00
19	O	Real Estate	5.22	2.36	45.11	58.48
20	HRL	Consumer Defensive	4.93	1.37	25.04	11.71
21	CMCSA	Communication Services	4.85	42.31	8.46	93.72
22	CLX	Consumer Defensive	4.80	1.03	21.54	12.53
23	AES	Utilities	4.78	26.36	5.52	10.52
24	EIX	Utilities	4.71	35.71	7.60	28.35
25	PRU	Financial Services	4.66	49.86	10.91	41.53
26	KIM	Real Estate	4.66	1.20	27.69	15.97
27	MAA	Real Estate	4.65	1.78	37.66	15.32
28	KMB	Consumer Defensive	4.64	1.00	21.74	36.58
29	DOW	Basic Materials	4.62	7.00		21.91
30	TROW	Financial Services	4.62	51.61	11.28	23.97

Showing first 30 of 306 rows

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📋 Key Takeaways

• ✅ Look For: Consistent dividend payers with 3-5% yield
• ✅ Safety: Companies that have increased dividends for 10+ years
• ⚠️ Warning: Very high yields (above 8%) may be risky
• 💡 Tip: Reinvesting dividends can compound your returns

📊 Sector Analysis

See which industries are performing well and where to find opportunities

💡 What This Means For You:

Sector analysis helps you understand which parts of the economy are thriving. Think of it like different neighborhoods in a city - some are growing fast, others are stable, and some might be struggling. Diversifying across sectors reduces your risk.

📈 Charts (2) 📄 Data Reports (2)

Sector Analysis

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Ev Ebitda Analysis

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📊 Sector Analysis 11 rows • 7 columns

#	sector	pe ratio	pb ratio	roe	profit margin	market cap billions	ticker
1	Technology	34.90	7.74	0.20	0.19	26.33K	84.00
2	Communication Services	20.05	2.46	0.14	0.09	11.44K	24.00
3	Financial Services	15.67	2.33	0.15	0.23	8.77K	70.00
4	Consumer Cyclical	20.58	5.83	0.27	0.10	6.90K	54.00
5	Healthcare	30.87	3.70	0.13	0.09	6.36K	59.00
6	Industrials	30.19	6.08	0.20	0.12	5.36K	76.00
7	Consumer Defensive	23.46	4.22	0.16	0.07	3.44K	33.00
8	Energy	17.45	2.48	0.15	0.14	2.28K	21.00
9	Utilities	20.72	2.10	0.10	0.14	1.36K	31.00
10	Real Estate	31.59	2.56	0.07	0.21	1.23K	30.00
11	Basic Materials	31.85	2.87	0.14	0.09	1.14K	20.00

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📊 Ev Ebitda By Sector 11 rows • 5 columns

#	sector	median	mean	count	example
1	Real Estate	18.50	19.50	26.00	ARE
2	Industrials	16.82	17.27	67.00	MMM
3	Technology	16.46	16.96	54.00	ACN
4	Healthcare	14.64	15.44	54.00	ABT
5	Consumer Cyclical	13.46	14.39	51.00	AMZN
6	Utilities	13.26	13.38	31.00	AES
7	Basic Materials	13.20	13.53	20.00	APD
8	Consumer Defensive	12.75	13.32	31.00	MO
9	Communication Services	12.19	13.52	22.00	GOOGL
10	Financial Services	11.92	13.08	37.00	AFL
11	Energy	8.53	9.13	20.00	APA

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📋 Key Takeaways

• ✅ Diversify: Spread investments across multiple sectors to reduce risk
• ✅ Look For: Sectors with strong growth trends
• 📊 Compare: Compare EV/EBITDA ratios to find undervalued sectors
• 💡 Tip: Consider sector rotation - move to sectors poised to grow

📊 Stock Screeners

Pre-filtered stocks based on value, growth, and quality criteria

💡 What This Means For You:

Stock screeners help you find stocks that match your investment style. Value stocks are like finding a sale - they're priced lower than they should be. Growth stocks are like buying a fast-growing business. Quality stocks are financially strong and stable companies.

📈 Charts (1) 📄 Data Reports (0)

Comprehensive Screener

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📋 Key Takeaways

• ✅ Value Stocks: Look for low P/E ratios - potentially undervalued gems
• ✅ Growth Stocks: Look for high revenue growth - future potential
• ✅ Quality Stocks: Look for strong balance sheets and consistent profits
• 💡 Tip: Always do your own research before investing

📊 Financial Health

Assess the stability, risk, and overall health of companies

💡 What This Means For You:

Financial health is like checking a company's medical report. Beta measures volatility - lower beta means less risk. Market cap tells you company size - large caps are stable, small caps can grow faster but are riskier.

📈 Charts (4) 📄 Data Reports (4)

Financial Health Heatmap

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Beta Analysis

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Market Cap Analysis

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Correlation Matrix

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📊 Financial Health Heatmap 50 rows • 9 columns

#		ticker	current ratio	quick ratio	debt to equity	roe	roa	roic	profit margin
1	341.00	NVDA	3.44	2.14	6.56	0.01	52.73		0.63
2	37.00	AAPL	1.00	0.81	78.45	0.01	27.08		0.28
3	19.00	GOOGL	2.72	2.47	18.86	0.49	12.96		0.55
4	20.00	GOOG	2.72	2.47	18.86	0.49	12.96		0.55
5	313.00	MSFT	1.23	1.10	29.12	0.34	14.09		0.40
6	22.00	AMZN	1.03	0.84	45.62	0.31	6.59		0.17
7	72.00	AVGO	2.24	1.93	74.02	0.37	12.12		0.39
8	308.00	META	2.23	1.99	43.00	0.30	14.59		0.30
9	437.00	TSLA	1.94	1.35	18.37	0.05	1.93		0.04
10	60.00	BRK-B	2.89	2.69	17.14	0.12	6.01		0.22
11	312.00	MU	3.43	2.93	6.33	0.67	34.87		0.56
12	290.00	LLY	1.36	0.68	162.07	0.01	20.36		0.34
13	267.00	JPM	1.31	0.84	58.73	0.18	1.36		0.35
14	481.00	WMT	0.77	0.20	70.38	0.22	7.07		0.03
15	6.00	AMD	2.61	1.69	6.36	0.10	5.13		0.16
16	474.00	V	0.99	0.63	67.82	0.61	19.11		0.51
17	185.00	XOM	1.14	0.80	15.92	0.13	5.52		0.09
18	265.00	JNJ	1.09	0.73	57.71	0.26	8.60		0.21
19	302.00	MA	1.06	0.67	439.58	0.02	24.06		0.46
20	250.00	INTC	1.60	1.16	49.00	-0.11	1.41		-0.20
21	4.00	ABBV	0.81	0.49	58.73	0.27	10.51		0.10
22	355.00	PLTR	7.23	7.10	2.14	0.38	17.29		0.49
23	107.00	CSCO	0.93	0.65	58.73	0.27	7.98		0.21
24	351.00	ORCL	1.12	1.01	388.87	0.53	6.51		0.25
25	57.00	BAC	1.31	0.84	58.73	0.11	0.97		0.30
26	130.00	COST	1.07	0.56	60.26	0.29	8.67		0.03
27	284.00	LRCX	2.63	1.84	33.05	0.65	22.84		0.31
28	99.00	CVX	1.25	0.84	18.96	0.12	5.86		0.10
29	113.00	KO	1.31	0.80	115.52	0.42	9.40		0.29
30	39.00	AMAT	2.42	1.63	28.67	0.41	15.48		0.30

Showing first 30 of 50 rows

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📊 Beta Analysis 491 rows • 6 columns

#	ticker	sector	beta	dividend yield	market cap billions	pe ratio
1	KHC	Consumer Defensive	0.08	6.45	29.80
2	HSY	Consumer Defensive	0.10	3.13	36.43	24.77
3	LMT	Industrials	0.11	2.44	130.60	20.89
4	COP	Energy	0.12	2.57	155.60	17.13
5	ALL	Financial Services	0.16	1.65	65.14	5.16
6	OXY	Energy	0.16	1.91	59.15	17.45
7	BIIB	Healthcare	0.16		32.73	39.27
8	XOM	Energy	0.17	2.60	643.27	20.13
9	REGN	Healthcare	0.19	46.00	83.16	19.99
10	MRK	Healthcare	0.21	2.22	368.94	118.68
11	BMY	Healthcare	0.23	3.73	136.76	14.75
12	VZ	Communication Services	0.23	5.64	205.37	12.87
13	JNJ	Healthcare	0.23	1.99	640.48	30.87
14	DG	Consumer Defensive	0.24	1.92	27.77	17.81
15	HII	Industrials	0.24	1.86	11.71	17.72
16	PGR	Financial Services	0.26	18.00	126.48	10.92
17	BDX	Healthcare	0.26	2.21	51.24	32.55
18	ED	Utilities	0.26	3.25	39.46	17.55
19	CME	Financial Services	0.27	1.85	101.02	23.81
20	KMB	Consumer Defensive	0.28	4.64	36.58	21.74
21	EOG	Energy	0.28	2.82	75.79	11.25
22	PCG	Utilities	0.28	1.10	39.53	12.91
23	EG	Financial Services	0.28	2.11	14.48	7.98
24	PFE	Healthcare	0.28	6.08	159.70	36.87
25	ABBV	Healthcare	0.28	2.63	456.18	72.72
26	ACGL	Financial Services	0.29		33.70	7.73
27	WRB	Financial Services	0.29	58.00	25.37	14.06
28	RTX	Industrials	0.29	1.38	285.83	37.34
29	ERIE	Financial Services	0.30	2.27	13.57	23.56
30	VRTX	Healthcare	0.31		138.78	31.87

Showing first 30 of 491 rows

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📊 Market Cap Analysis 503 rows • 6 columns

#	ticker	sector	market cap billions	pe ratio	roe	profit margin
1	NVDA	Technology	5.52K	34.97	0.01	0.63
2	AAPL	Technology	4.59K	36.12	0.01	0.28
3	GOOGL	Communication Services	4.17K	17.08	0.49	0.55
4	GOOG	Communication Services	4.13K	16.94	0.49	0.55
5	MSFT	Technology	3.75K	28.11	0.34	0.40
6	AMZN	Consumer Cyclical	2.76K	20.60	0.31	0.17
7	AVGO	Technology	1.77K	61.82	0.37	0.39
8	META	Communication Services	1.45K	21.50	0.30	0.30
9	TSLA	Consumer Cyclical	1.40K	331.60	0.05	0.04
10	BRK-B	Financial Services	1.08K	12.66	0.12	0.22
11	MU	Technology	1.06K	21.16	0.67	0.56
12	LLY	Healthcare	1.05K	39.55	0.01	0.34
13	JPM	Financial Services	941.58	15.17	0.18	0.35
14	WMT	Consumer Defensive	816.74	37.05	0.22	0.03
15	AMD	Technology	778.15	120.98	0.10	0.16
16	V	Financial Services	708.84	32.31	0.61	0.51
17	XOM	Energy	643.27	20.13	0.13	0.09
18	JNJ	Healthcare	640.48	30.87	0.26	0.21
19	MA	Financial Services	518.36	32.53	0.02	0.46
20	INTC	Technology	486.80		-0.11	-0.20
21	ABBV	Healthcare	456.18	72.72		0.10
22	PLTR	Technology	446.80	158.91	0.38	0.49
23	CSCO	Technology	442.03	33.68	0.27	0.21
24	ORCL	Technology	437.66	26.02	0.53	0.25
25	BAC	Financial Services	427.75	14.13	0.11	0.30
26	COST	Consumer Defensive	414.50	46.99	0.29	0.03
27	LRCX	Technology	398.65	55.31	0.65	0.31
28	CVX	Energy	391.87	19.23	0.12	0.10
29	KO	Consumer Defensive	383.18	26.74	0.42	0.29
30	AMAT	Technology	382.80	41.55	0.41	0.30

Showing first 30 of 503 rows

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📊 Correlation Matrix 21 rows • 22 columns

#		pe ratio	forward pe	pb ratio	ps ratio	ev to ebitda	ev to revenue	roe	roa	roic	gross margin	operating margin	profit margin	revenue growth	eps growth	debt to equity	current ratio	quick ratio	dividend yield	payout ratio	beta	market cap billions
1	pe_ratio	1.00	0.55	0.10	0.38	0.67	0.35	-0.20	-0.11		0.10	-0.19	-0.20	0.22	-0.07	-0.09	0.07	0.09	0.01	-0.21	0.22	0.03
2	forward_pe	0.55	1.00	0.23	0.52	0.67	0.53	-0.06	-0.05		0.19	-0.07	-0.01	0.10	0.00	-0.05	0.00	0.05	0.08	-0.16	0.20	0.08
3	pb_ratio	0.10	0.23	1.00	0.25	0.22	0.22	0.09	0.37		0.14	0.05	0.07	0.08	0.05	0.60	-0.03	0.01	0.12	-0.05	0.14	0.09
4	ps_ratio	0.38	0.52	0.25	1.00	0.73	0.97	-0.07	0.31		0.47	0.08	0.20	0.31	0.12	-0.15	0.21	0.31	0.15	-0.10	0.33	0.27
5	ev_to_ebitda	0.67	0.67	0.22	0.73	1.00	0.68	-0.13	0.02		0.20	-0.04	-0.07	0.31	0.05	-0.12	0.18	0.24	0.17	-0.12	0.36	0.13
6	ev_to_revenue	0.35	0.53	0.22	0.97	0.68	1.00	-0.10	0.27		0.49	0.10	0.22	0.25	0.08	-0.12	0.16	0.26	0.10	-0.04	0.28	0.23
7	roe	-0.20	-0.06	0.09	-0.07	-0.13	-0.10	1.00	0.37		0.07	0.16	0.52	0.03	0.21	0.12	0.00	0.03	0.17	-0.04	0.04	0.06
8	roa	-0.11	-0.05	0.37	0.31	0.02	0.27	0.37	1.00		0.33	0.34	0.39	0.15	0.11	0.00	0.20	0.23	0.17	-0.08	0.17	0.30
9	roic
10	gross_margin	0.10	0.19	0.14	0.47	0.20	0.49	0.07	0.33		1.00	0.43	0.39	0.04	-0.05	0.03	0.05	0.17	0.03	0.04	0.06	0.11
11	operating_margin	-0.19	-0.07	0.05	0.08	-0.04	0.10	0.16	0.34		0.43	1.00	0.61	0.10	0.20	0.01	0.04	0.07	0.02	0.02	0.01	0.10
12	profit_margin	-0.20	-0.01	0.07	0.20	-0.07	0.22	0.52	0.39		0.39	0.61	1.00	0.15	0.17	-0.02	0.10	0.18	0.05	0.01	0.04	0.22
13	revenue_growth	0.22	0.10	0.08	0.31	0.31	0.25	0.03	0.15		0.04	0.10	0.15	1.00	0.16	-0.13	0.18	0.26	0.12	-0.05	0.23	0.22
14	eps_growth	-0.07	0.00	0.05	0.12	0.05	0.08	0.21	0.11		-0.05	0.20	0.17	0.16	1.00	0.02	0.01	0.05	0.11	-0.12	0.13	0.04
15	debt_to_equity	-0.09	-0.05	0.60	-0.15	-0.12	-0.12	0.12	0.00		0.03	0.01	-0.02	-0.13	0.02	1.00	-0.22	-0.18	-0.10	0.15	-0.04	-0.07
16	current_ratio	0.07	0.00	-0.03	0.21	0.18	0.16	0.00	0.20		0.05	0.04	0.10	0.18	0.01	-0.22	1.00	0.84	0.11	-0.06	0.27	0.06
17	quick_ratio	0.09	0.05	0.01	0.31	0.24	0.26	0.03	0.23		0.17	0.07	0.18	0.26	0.05	-0.18	0.84	1.00	0.11	-0.08	0.23	0.10
18	dividend_yield	0.01	0.08	0.12	0.15	0.17	0.10	0.17	0.17		0.03	0.02	0.05	0.12	0.11	-0.10	0.11	0.11	1.00	-0.26	0.19	0.14
19	payout_ratio	-0.21	-0.16	-0.05	-0.10	-0.12	-0.04	-0.04	-0.08		0.04	0.02	0.01	-0.05	-0.12	0.15	-0.06	-0.08	-0.26	1.00	-0.28	-0.12
20	beta	0.22	0.20	0.14	0.33	0.36	0.28	0.04	0.17		0.06	0.01	0.04	0.23	0.13	-0.04	0.27	0.23	0.19	-0.28	1.00	0.14
21	market_cap_billions	0.03	0.08	0.09	0.27	0.13	0.23	0.06	0.30		0.11	0.10	0.22	0.22	0.04	-0.07	0.06	0.10	0.14	-0.12	0.14	1.00

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📋 Key Takeaways

• ✅ Low Beta (<1): Lower risk, stable returns - good for conservative investors
• 📊 High Beta (>1.5): Higher risk, more volatility - potential for higher returns
• ✅ Large Cap: Established companies with stability and dividends
• 💡 Tip: Mix different betas and market caps for balanced portfolio

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