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 (4) 📄 Data Reports (6)

Pe Distribution

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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 348389 rows • 5 columns

#	ticker	sector	pe ratio	forward pe	market cap billions
1	BNY	Financials	0.35		1.26
2	BNY	Financials	0.35		1.26
3	BNY	Financials	0.35		1.27
4	BNY	Financials	0.35		1.27
5	BNY	Financials	0.35		1.28
6	BNY	Financials	0.35		1.28
7	BNY	Financials	0.35		1.28
8	BNY	Financials	0.36		1.29
9	BNY	Financials	0.36		1.31
10	BNY	Financials	0.37		1.33
11	BNY	Financials	0.37		1.33
12	BNY	Financials	0.37		1.33
13	BNY	Financials	0.37		1.33
14	BNY	Financials	0.37		1.33
15	BNY	Financials	0.37		1.34
16	BNY	Financials	0.37		1.34
17	BNY	Financials	0.37		1.34
18	BNY	Financials	0.37		1.34
19	BNY	Financials	0.37		1.34
20	BNY	Financials	0.37		1.34
21	BNY	Financials	0.37		1.34
22	BNY	Financials	0.37		1.35
23	BNY	Financials	0.37		1.35
24	BNY	Financials	0.37		1.35
25	BNY	Financials	0.37		1.35
26	BNY	Financials	0.37		1.35
27	BNY	Financials	0.37		1.35
28	BNY	Financials	0.37		1.35
29	BNY	Financials	0.38		1.36
30	BNY	Financials	0.38		1.36

Showing first 30 of 348389 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	2.67	2.18	13.32	38.41
2	ALL	Financials	4.65	8.29	58.81	49.98
3	FIS	Financials	5.26	5.13	17.67	6.51
4	AES	Utilities	5.61	6.32	10.69	2.67
5	EIX	Utilities	5.74	8.56	21.41	9.70
6	CMCSA	Communication Services	6.67	5.76	73.39	3.10
7	UHS	Health Care	7.29	7.46	10.54	24.52
8	T	Communication Services	7.42	8.76	154.11	3.03
9	SYF	Financials	7.54	7.03	23.95	9.77
10	ACGL	Financials	7.60	9.94	33.15	12.78

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📊 Top Highest Pe 10 rows • 6 columns

#	ticker	sector	pe ratio	forward pe	market cap billions	eps
1	CIEN	Information Technology	90.61	34.24	57.43	4.47
2	SNPS	Information Technology	88.78	26.95	96.30	5.66
3	NOW	Information Technology	87.70	28.03	145.07	1.60
4	DLR	Real Estate	87.46	65.23	68.04	2.06
5	MRVL	Information Technology	87.45	36.51	238.93	3.04
6	IFF	Materials	84.12	21.43	21.68	1.01
7	IRM	Real Estate	82.21	42.21	34.27	1.40
8	MPWR	Information Technology	80.25	37.72	64.83	16.44
9	PWR	Industrials	79.59	35.14	104.46	8.73
10	ABBV	Health Care	79.41	17.30	496.77	3.54

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📊 Forward Vs Trailing Pe 457 rows • 6 columns

#	ticker	sector	pe ratio	forward pe	pe premium	market cap billions
1	CPT	Real Estate	32.21	89.54	-57.33	11.30
2	DOC	Real Estate	54.14	96.59	-42.44	13.43
3	UDR	Real Estate	21.53	60.75	-39.22	12.50
4	L	Financials	13.21	37.17	-23.96	22.03
5	VMRK	Real Estate	23.47	41.66	-18.19	47.39
6	SPG	Real Estate	14.21	29.74	-15.52	76.46
7	HON	Industrials	7.74	21.34	-13.61	66.44
8	INVH	Real Estate	24.50	37.56	-13.06	15.77
9	FRT	Real Estate	21.50	32.99	-11.49	9.30
10	BRK-B	Financials	13.02	23.89	-10.88	1.11K
11	GEV	Industrials	28.58	39.45	-10.87	265.48
12	CINF	Financials	7.82	18.27	-10.46	25.41
13	PLD	Real Estate	29.44	39.60	-10.16	128.77
14	HST	Real Estate	15.36	21.54	-6.18	15.80
15	MKC	Consumer Staples	8.24	14.15	-5.91	12.26
16	GOOGL	Communication Services	17.70	23.19	-5.49	4.31K
17	GOOG	Communication Services	17.51	22.94	-5.43	4.27K
18	REG	Real Estate	24.14	28.52	-4.38	13.41
19	NKE	Consumer Discretionary	17.00	20.91	-3.91	52.51
20	AMZN	Consumer Discretionary	20.88	24.77	-3.89	2.80K
21	ALL	Financials	4.65	8.29	-3.64	58.81
22	CTVA	Materials	8.21	11.75	-3.54	8.87
23	LULU	Consumer Discretionary	7.79	10.95	-3.16	10.96
24	PTC	Information Technology	18.85	21.80	-2.94	21.12
25	EIX	Utilities	5.74	8.56	-2.82	21.41
26	AFL	Financials	12.46	15.23	-2.77	58.10
27	YUM	Consumer Discretionary	18.48	21.19	-2.70	40.05
28	SBAC	Real Estate	19.88	22.53	-2.65	19.55
29	PGR	Financials	11.05	13.46	-2.41	127.85
30	ACGL	Financials	7.60	9.94	-2.33	33.15

Showing first 30 of 457 rows

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📊 Pb Ratio Analysis 434 rows • 6 columns

#	ticker	sector	pb ratio	roe	roa	market cap billions
1	BRK-B	Financials	0.00	12.12	6.01	1.11K
2	ARE	Real Estate	0.48	-4.08	0.93	7.59
3	MOS	Materials	0.52	-5.07	1.24	5.99
4	CHTR	Communication Services	0.72	27.20	5.31	13.32
5	KHC	Consumer Staples	0.74	-8.76	3.63	26.62
6	CMCSA	Communication Services	0.82	11.49	4.31	73.39
7	LEN	Consumer Discretionary	0.82	5.96	3.37	17.76
8	VICI	Real Estate	0.87	9.85	4.82	25.36
9	PCG	Utilities	0.90	9.32	2.57	39.51
10	FISV	Financials	0.91			24.49
11	PSKY	Communication Services	0.93	-0.90	2.75	10.99
12	EG	Financials	0.93	12.57	2.49	14.28
13	GPN	Financials	0.94	2.43	2.33	21.71
14	TFC	Financials	0.97	9.06	1.06	56.98
15	AIG	Financials	1.00	7.22	1.77	40.63
16	APTV	Consumer Discretionary	1.04	5.16	6.72	9.04
17	TSN	Consumer Staples	1.04	3.26	2.57	18.85
18	HBAN	Financials	1.05	9.00	0.98	31.11
19	EXE	Energy	1.07	14.89	8.49	20.56
20	CTVA	Materials	1.10			8.87
21	FIS	Financials	1.10	22.35	4.28	17.67
22	CFG	Financials	1.12	8.27	0.94	26.91
23	C	Financials	1.15	8.53	0.66	221.29
24	L	Financials	1.15	9.31	1.91	22.03
25	IP	Materials	1.16	-16.48	1.59	16.81
26	GM	Consumer Discretionary	1.17	3.16	2.25	72.28
27	SW	Materials	1.19	2.72	2.62	21.54
28	COF	Financials	1.20	9.03	1.52	123.40
29	EIX	Utilities	1.23	19.73	4.09	21.41
30	PRU	Financials	1.24	12.01	0.44	39.12

Showing first 30 of 434 rows

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📊 Ev Ebitda By Sector 11 rows • 5 columns

#	sector	median	mean	count	example
1	Real Estate	18.57	19.27	28.00	ARE
2	Information Technology	16.90	17.55	47.00	ACN
3	Industrials	16.65	16.64	75.00	AOS
4	Health Care	14.11	15.21	54.00	ABT
5	Consumer Discretionary	13.71	14.05	44.00	AMZN
6	Utilities	13.33	13.14	31.00	AES
7	Communication Services	13.02	13.46	21.00	GOOGL
8	Consumer Staples	12.08	14.26	33.00	MO
9	Financials	11.46	12.41	41.00	AFL
10	Materials	10.97	12.16	25.00	APD
11	Energy	9.44	9.37	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	Information Technology	48.85	43.61	72.95	144.84
2	VICI	Real Estate	99.27	70.18	67.50	25.36
3	SPG	Real Estate	81.43	46.02	66.57	76.46
4	APP	Communication Services	88.46	77.68	64.58	91.00
5	MU	Information Technology	80.72	80.68	63.80	1.12K
6	NVDA	Information Technology	74.67	66.24	63.66	5.46K
7	CME	Financials	100.00	65.04	63.44	99.69
8	TPL	Energy	93.34	78.18	60.32	25.20
9	SNDK	Information Technology	71.47	78.47	56.47	214.96
10	GOOGL	Communication Services	60.90	34.03	54.77	4.31K
11	GOOG	Communication Services	60.90	34.03	54.77	4.27K
12	V	Financials	97.73	66.13	50.78	730.80
13	VRSN	Information Technology	88.47	68.18	49.77	27.36
14	PLTR	Information Technology	84.80	47.12	49.01	502.24
15	MA	Financials	100.00	61.11	46.34	521.30
16	PLD	Real Estate	75.55	43.03	43.58	128.77
17	AVGO	Information Technology	75.52	54.31	42.94	1.69K
18	HOOD	Financials	91.89	43.88	42.01	98.20
19	PSA	Real Estate	74.42	45.70	41.63	53.98
20	PTC	Information Technology	84.50	28.23	41.43	21.12
21	MSCI	Financials	82.98	56.30	40.74	41.29
22	MSFT	Information Technology	67.94	45.11	40.31	4.02K
23	MO	Consumer Staples	87.01	76.36	39.00	119.65
24	SCHW	Financials	97.50	52.28	38.79	167.85
25	ANET	Information Technology	63.00	45.39	38.37	265.97
26	ICE	Financials	100.00	52.63	38.25	88.37
27	MLM	Materials	28.23	20.19	36.74	33.89
28	KLAC	Information Technology	61.30	42.49	35.57	248.11
29	SYF	Financials	0.0	50.22	35.51	23.95
30	NDAQ	Financials	100.00	49.33	35.04	52.71

Showing first 30 of 503 rows

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📊 Roe Vs Pb 367 rows • 6 columns

#	ticker	sector	pb ratio	roe	roa	market cap billions
1	LII	Industrials	9.50	71.76	15.99	12.33
2	ZTS	Health Care	9.95	64.91	15.35	31.26
3	AMP	Financials	6.95	63.43	2.28	44.17
4	ADBE	Information Technology	7.92	61.90	20.08	92.68
5	PEP	Consumer Staples	7.83	52.19	9.02	172.63
6	NFLX	Communication Services	9.75	49.54	16.08	294.02
7	GOOGL	Communication Services	6.93	48.68	12.96	4.31K
8	GOOG	Communication Services	6.86	48.68	12.96	4.27K
9	PAYX	Industrials	9.96	47.06	10.19	37.25
10	BMY	Health Care	5.27	46.60	10.72	117.62
11	HON	Industrials	3.58	46.58	5.72	66.44
12	ULTA	Consumer Discretionary	8.94	46.12	14.84	24.26
13	ALL	Financials	1.86	46.11	8.68	58.81
14	DLTR	Consumer Staples	6.44	46.03	8.26	22.07
15	AON	Financials	6.07	44.70	5.83	58.29
16	RCL	Consumer Discretionary	7.33	44.67	7.68	75.07
17	CDW	Information Technology	7.38	44.01	6.59	17.97
18	BBY	Consumer Discretionary	5.75	43.13	7.25	18.24
19	DECK	Consumer Discretionary	5.01	42.56	20.32	11.48
20	MPC	Energy	6.81	42.10	8.74	128.85
21	GEN	Information Technology	5.27	41.94	8.49	13.98
22	ORCL	Information Technology	6.72	41.19	6.36	416.50
23	BR	Industrials	6.68	40.92	9.30	18.79
24	EME	Industrials	8.45	40.35	12.03	34.37
25	UNP	Industrials	8.61	39.70	9.27	167.27
26	TSCO	Consumer Discretionary	6.66	39.51	7.82	17.43
27	RL	Consumer Discretionary	8.17	37.54	11.01	22.24
28	UBER	Industrials	5.34	37.16	6.88	146.04
29	NCLH	Consumer Discretionary	2.74	36.73	4.25	7.05
30	PTC	Information Technology	6.20	35.05	11.54	21.12

Showing first 30 of 367 rows

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📊 Growth Vs Valuation 365 rows • 7 columns

#	ticker	sector	pe ratio	eps growth	revenue growth	profit margin	market cap billions
1	DLTR	Consumer Staples	14.33	197.20	7.00	8.04	22.07
2	CVS	Health Care	23.09	188.80	7.10	1.18	112.22
3	EXPE	Consumer Discretionary	16.77	188.70	14.00	12.97	32.22
4	FANG	Energy	37.16	179.50	52.50	9.03	54.63
5	RDDT	Communication Services	37.19	177.80	61.10	31.35	30.77
6	ADI	Information Technology	48.25	163.50	39.60	29.79	196.85
7	BMY	Health Care	12.68	153.10	5.70	18.87	117.62
8	DD	Industrials	34.78	149.60	4.00	0.79	17.47
9	MDLZ	Consumer Staples	22.72	144.90	4.10	8.86	78.86
10	AMT	Real Estate	25.11	138.50	4.70	31.08	85.07
11	YUM	Consumer Discretionary	18.48	131.60	12.20	25.41	40.05
12	BKNG	Consumer Discretionary	17.56	130.00	8.10	25.53	119.04
13	NVDA	Information Technology	28.61	127.80		63.66	5.46K
14	ZBRA	Information Technology	35.57	121.50	20.40	9.22	18.36
15	CRM	Information Technology	21.40	118.90	10.80	21.99	192.52
16	XOM	Energy	22.16	112.80	44.10	9.07	707.87
17	EOG	Energy	11.71	109.40	58.70	25.73	78.95
18	BRK-B	Financials	13.02	107.80	10.00	22.30	1.11K
19	COP	Energy	18.22	107.00	35.50	14.40	165.26
20	BEN	Financials	21.64	106.70	14.30	8.72	16.16
21	WYNN	Consumer Discretionary	17.98	106.10	6.90	6.05	7.72
22	TGT	Consumer Staples	15.95	100.50	5.30	4.08	69.79
23	CF	Materials	8.50	99.60	17.60	27.12	17.34
24	NTRS	Financials	14.54	98.60	36.40	24.67	30.96
25	NUE	Materials	20.08	93.80	23.00	7.99	57.13
26	GS	Financials	13.81	92.30	42.50	31.04	260.29
27	FIX	Industrials	40.31	91.90	50.30	12.78	57.65
28	UDR	Real Estate	21.53	90.90	-0.10	29.56	12.50
29	PRU	Financials	10.27	89.20	14.10	6.01	39.12
30	JBL	Information Technology	32.00	89.00	28.60	2.90	32.69

Showing first 30 of 365 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 502 rows • 6 columns

#	ticker	sector	dividend yield	payout ratio	pe ratio	market cap billions
1	VICI	Real Estate	8.04	70.04	8.96	25.36
2	GIS	Consumer Staples	7.56	59.41		17.48
3	KHC	Consumer Staples	7.18	73.06		26.62
4	UPS	Industrials	6.94	121.93	17.72	81.11
5	VZ	Communication Services	6.79	72.79	11.14	177.74
6	DOC	Real Estate	6.49	348.58	54.14	13.43
7	CMCSA	Communication Services	6.39	42.58	6.67	73.39
8	EIX	Utilities	6.35	35.67	5.74	21.41
9	ARE	Real Estate	6.33			7.59
10	AMCR	Materials	6.23	108.72	17.47	19.21
11	MO	Consumer Staples	6.19	89.26	15.09	119.65
12	HRL	Consumer Staples	6.10	188.31	31.13	10.62
13	PFE	Health Care	6.08	226.32	37.37	161.87
14	O	Real Estate	6.01	234.71	39.64	51.76
15	CLX	Consumer Staples	5.97	103.12	17.54	10.20
16	IP	Materials	5.76	402.17		16.81
17	CTVA	Materials	5.44	44.44	8.21	8.87
18	CCI	Real Estate	5.34	172.76	32.93	35.40
19	KMB	Consumer Staples	5.25	100.20	19.48	32.85
20	MAA	Real Estate	5.24	178.07	34.07	13.86
21	FIS	Financials	5.17	25.81	5.26	17.67
22	UDR	Real Estate	5.10	109.18	21.53	12.50
23	KIM	Real Estate	5.05	121.18	26.26	14.97
24	T	Communication Services	5.00	36.63	7.42	154.11
25	PRU	Financials	4.95	49.82	10.27	39.12
26	TROW	Financials	4.94	51.61	10.44	22.18
27	DOW	Materials	4.93			20.31
28	F	Consumer Discretionary	4.93	64.10		47.85
29	EXR	Real Estate	4.81	143.05	29.59	29.59
30	ES	Utilities	4.79	65.06	17.12	24.90

Showing first 30 of 502 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	Information Technology	36.25	9.07	23.26	18.48	26.89K	74.00
2	Communication Services	19.26	2.22	14.29	9.05	11.99K	23.00
3	Financials	14.75	2.33	16.16	22.30	8.50K	76.00
4	Consumer Discretionary	19.07	7.00	37.14	11.43	6.70K	47.00
5	Health Care	28.03	3.46	14.04	9.90	6.43K	60.00
6	Industrials	27.76	6.02	24.36	12.38	5.51K	83.00
7	Consumer Staples	22.72	3.91	19.98	8.04	3.54K	33.00
8	Energy	18.06	2.53	14.92	13.55	2.45K	21.00
9	Utilities	20.32	2.06	9.86	13.78	1.33K	31.00
10	Real Estate	29.59	2.46	7.71	20.80	1.19K	30.00
11	Materials	25.30	2.73	14.66	7.62	1.12K	25.00

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📊 Ev Ebitda By Sector 11 rows • 5 columns

#	sector	median	mean	count	example
1	Real Estate	18.57	19.27	28.00	ARE
2	Information Technology	16.90	17.55	47.00	ACN
3	Industrials	16.65	16.64	75.00	AOS
4	Health Care	14.11	15.21	54.00	ABT
5	Consumer Discretionary	13.71	14.05	44.00	AMZN
6	Utilities	13.33	13.14	31.00	AES
7	Communication Services	13.02	13.46	21.00	GOOGL
8	Consumer Staples	12.08	14.26	33.00	MO
9	Financials	11.46	12.41	41.00	AFL
10	Materials	10.97	12.16	25.00	APD
11	Energy	9.44	9.37	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 (3)

Comprehensive Screener

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📊 Value Stocks 65 rows • 8 columns

#	ticker	sector	pe ratio	pb ratio	dividend yield	roe	profit margin	market cap billions
1	AFL	Financials	12.46	1.92	2.13	16.91	26.91	58.10
2	AES	Utilities	5.61	2.16	4.71	9.57	14.34	10.69
3	AEE	Utilities	18.18	2.09	2.94	11.94	18.58	28.58
4	AIG	Financials	14.23	1.00	2.60	7.22	11.09	40.63
5	APA	Energy	9.90	2.34	2.18	26.66	19.56	16.41
6	T	Communication Services	7.42	1.40	5.00	18.34	16.94	154.11
7	ATO	Utilities	19.35	1.80	2.47	9.79	28.50	27.44
8	BKR	Energy	18.06	2.80	1.62	16.46	11.17	55.77
9	BAC	Financials	12.61	1.39	2.36	11.20	29.52	381.66
10	BNY	Financials	16.67	2.43	1.56	14.12	29.41	96.92
11	COF	Financials	12.92	1.20	1.61	9.03	21.87	123.40
12	CCL	Consumer Discretionary	11.67	2.52	1.71	24.00	11.37	35.61
13	CINF	Financials	7.82	1.52	2.30	21.48	23.84	25.41
14	C	Financials	14.25	1.15	2.07	8.53	21.83	221.29
15	CFG	Financials	13.92	1.12	2.89	8.27	26.05	26.91
16	CMS	Utilities	19.78	2.16	3.48	9.16	11.64	20.65
17	CTSH	Information Technology	12.83	1.87	2.23	14.92	10.26	26.88
18	CMCSA	Communication Services	6.67	0.82	6.39	11.49	8.97	73.39
19	COP	Energy	18.22	2.53	2.51	14.18	14.40	165.26
20	STZ	Consumer Staples	11.32	2.63	3.36	24.01	20.90	21.39
21	ED	Utilities	17.66	1.54	3.31	8.96	12.53	39.65
22	CRH	Materials	14.32	2.25	1.91	15.81	9.94	53.92
23	DVN	Energy	10.67	1.35	2.65	11.52	17.46	53.86
24	DUK	Utilities	17.72	1.71	3.72	9.86	16.00	91.76
25	EIX	Utilities	5.74	1.23	6.35	19.73	19.28	21.41
26	EOG	Energy	11.71	2.48	2.75	22.51	25.73	78.95
27	EG	Financials	7.88	0.93	2.17	12.57	11.38	14.28
28	ES	Utilities	17.12	1.52	4.79	9.02	10.35	24.90
29	EXE	Energy	7.66	1.07	2.61	14.89	21.97	20.56
30	EXC	Utilities	15.49	1.46	4.02	9.71	10.99	43.39

Showing first 30 of 65 rows

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📊 Growth Stocks 114 rows • 8 columns

#	ticker	sector	eps growth	revenue growth	pe ratio	roe	profit margin	market cap billions
1	ACN	Information Technology	46.40	6.20	15.85	26.03	11.28	131.49
2	ADBE	Information Technology	10.50	12.90	13.30	61.90	28.05	92.68
3	ALLE	Industrials	16.20	12.70	19.66	33.73	15.36	12.76
4	GOOGL	Communication Services	294.00	24.20	17.70	48.68	54.77	4.31K
5	AMZN	Consumer Discretionary	242.30	19.60	20.88	30.56	17.44	2.80K
6	GOOG	Communication Services	294.00	24.20	17.51	48.68	54.77	4.27K
7	AXP	Financials	11.00	12.80	18.90	34.38	16.14	210.38
8	AMP	Financials	11.70	11.60	12.07	63.43	19.90	44.17
9	AMGN	Health Care	64.90	9.50	25.94	91.47	22.95	225.75
10	APP	Communication Services	57.00	52.80	20.82	203.69	64.58	91.00
11	AIZ	Financials	30.50	9.40	12.86	18.34	7.90	13.25
12	ADSK	Information Technology	59.60	16.10	30.29	53.85	21.08	48.81
13	AVY	Materials	10.80	10.90	18.36	31.16	7.62	12.71
14	BRK-B	Financials	107.80	10.00	13.02	12.12	22.30	1.11K
15	BLK	Financials	19.60	30.60	25.94	12.28	24.09	176.11
16	BX	Financials	57.30	28.60	25.68	31.37	22.73	137.20
17	BNY	Financials	26.90	13.10	16.67	14.12	29.41	96.92
18	BSX	Health Care	15.10	7.50	17.75	15.34	17.50	63.53
19	BMY	Health Care	153.10	5.70	12.68	46.60	18.87	117.62
20	CHRW	Industrials	23.80	19.30	26.67	37.12	3.73	16.30
21	CVNA	Consumer Discretionary	61.50	52.40	31.49	58.77	6.26	65.96
22	CASY	Consumer Staples	27.70	24.30	31.10	19.98	4.14	23.87
23	CAT	Industrials	68.20	24.00	34.41	56.97	14.51	367.45
24	CBOE	Financials	50.20	22.90	23.18	26.30	26.73	31.06
25	COR	Health Care	11.90	5.10	24.13	96.87	0.79	62.03
26	SCHW	Financials	42.60	20.90	17.68	20.27	38.79	167.85
27	CVX	Energy	321.90	53.50	20.69	12.23	9.83	421.74
28	CI	Health Care	10.20	6.70	11.71	16.76	2.27	74.87
29	CSCO	Information Technology	52.10	17.60	34.64	27.32	20.95	454.74
30	KO	Consumer Staples	16.90	6.70	26.96	42.05	28.56	386.33

Showing first 30 of 114 rows

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📊 Quality Stocks 71 rows • 8 columns

#	ticker	sector	roe	profit margin	debt to equity	current ratio	roa	market cap billions
1	A	Health Care	20.97	19.53	0.56	2.05	8.63	48.31
2	ABNB	Consumer Discretionary	34.54	20.45	0.32	1.41	6.14	97.90
3	ALLE	Industrials	33.73	15.36	1.05	1.93	11.03	12.76
4	GOOGL	Communication Services	48.68	54.77	0.19	2.72	12.96	4.31K
5	GOOG	Communication Services	48.68	54.77	0.19	2.72	12.96	4.27K
6	AXP	Financials	34.38	16.14	1.72	1.55	3.79	210.38
7	AMP	Financials	63.43	19.90	0.68	2.18	2.28	44.17
8	APH	Information Technology	38.12	17.73	1.20	1.89	14.47	212.54
9	AMAT	Information Technology	41.07	30.05	0.29	2.42	15.48	394.84
10	APP	Communication Services	203.69	64.58	1.11	4.30	46.46	91.00
11	BSX	Health Care	15.34	17.50	0.50	1.24	6.19	63.53
12	AVGO	Information Technology	44.25	42.94	0.60	2.50	15.37	1.69K
13	BF-B	Consumer Staples	18.12	18.42	0.62	3.26	8.63	12.30
14	BR	Industrials	40.92	15.04	1.24	1.24	9.30	18.79
15	CDNS	Information Technology	23.23	23.61	0.39	1.74	10.61	95.95
16	CBOE	Financials	26.30	26.73	0.28	1.57	11.58	31.06
17	CF	Materials	29.87	27.12	0.41	4.86	12.93	17.34
18	CTAS	Industrials	41.38	17.82	0.52	1.45	16.66	81.49
19	KO	Consumer Staples	42.05	28.56	1.16	1.31	9.40	386.33
20	CPRT	Industrials	16.16	31.81	0.01	7.91	10.27	24.53
21	DECK	Consumer Discretionary	42.56	18.36	0.21	2.75	20.32	11.48
22	DXCM	Health Care	38.49	20.12	0.53	1.73	10.33	32.42
23	EOG	Energy	22.51	25.73	0.26	1.85	11.02	78.95
24	FFIV	Information Technology	19.83	21.95	0.07	1.67	7.98	26.81
25	FAST	Industrials	34.33	15.45	0.11	4.18	21.52	59.08
26	FSLR	Information Technology	18.51	32.47	0.02	2.52	8.62	19.31
27	FTNT	Information Technology	117.44	28.17	0.36	1.28	14.17	141.56
28	GRMN	Consumer Discretionary	21.89	24.47	0.03	3.03	12.17	51.45
29	HON	Industrials	46.58	21.58	1.85	1.21	5.72	66.44
30	HST	Real Estate	15.56	16.47	0.85	1.67	4.33	15.80

Showing first 30 of 71 rows

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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	342.00	NVDA	4.59	2.92	0.17	117.21	53.57	76.26	63.66
2	38.00	AAPL	1.00	0.81	0.78	148.75	27.08	82.28	27.62
3	19.00	GOOGL	2.72	2.47	0.19	48.68	12.96	29.92	54.77
4	22.00	GOOG	2.72	2.47	0.19	48.68	12.96	29.92	54.77
5	317.00	MSFT	1.23	1.10	0.29	34.04	14.09	28.48	40.31
6	20.00	AMZN	1.03	0.84	0.46	30.56	6.59	16.77	17.44
7	305.00	META	2.23	1.99	0.43	29.85	14.59	23.10	29.83
8	72.00	AVGO	2.50	2.15	0.60	44.25	15.37	19.57	42.94
9	435.00	TSLA	1.94	1.35	0.18	4.67	1.93	5.11	3.67
10	312.00	MU	3.31	2.90	0.04	88.26	44.56	14.97	63.80
11	60.00	BRK-B	2.89	2.69	0.17	12.12	6.01	8.98	22.30
12	286.00	LLY	1.36	0.68	1.62	102.29	20.36	38.56	33.53
13	7.00	AMD	2.61	1.69	0.06	10.20	5.13	6.79	15.58
14	479.00	WMT	0.77	0.20	0.72	22.31	6.41	15.63	3.00
15	267.00	JPM	1.31	0.84	0.57	17.79	1.36	21.51	34.92
16	470.00	V	0.99	0.63	0.68	61.19	19.11	44.75	50.78
17	185.00	XOM	1.14	0.80	0.16	12.58	5.52	10.33	9.07
18	264.00	JNJ	1.09	0.73	0.58	25.74	8.60	25.15	21.48
19	249.00	INTC	1.60	1.16	0.49	-10.72	1.41	1.43	-19.79
20	302.00	MA	1.06	0.67	4.40	241.20	24.06	96.16	46.34
21	356.00	PLTR	7.23	7.10	0.02	38.10	17.29	22.52	49.01
22	4.00	ABBV	0.81	0.49	0.57	30.56	10.51	10.32	9.80
23	107.00	CSCO	0.93	0.69	0.62	27.32	7.98	19.95	20.95
24	129.00	COST	1.06	0.58	0.28	28.40	8.66	35.44	3.04
25	98.00	CVX	1.25	0.84	0.19	12.23	5.86	6.00	9.83
26	350.00	ORCL	1.17	1.02	2.52	41.19	6.36	12.61	26.36
27	39.00	AMAT	2.42	1.63	0.29	41.07	15.48	35.61	30.05
28	279.00	LRCX	2.63	1.84	0.33	65.07	22.84	69.67	31.27
29	112.00	KO	1.31	0.80	1.16	42.05	9.40	21.51	28.56
30	57.00	BAC	1.31	0.84	0.57	11.20	0.97	21.51	29.52

Showing first 30 of 50 rows

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📊 Beta Analysis 493 rows • 6 columns

#	ticker	sector	beta	dividend yield	market cap billions	pe ratio
1	GIS	Consumer Staples	0.02	7.56	17.48
2	HSY	Consumer Staples	0.09	3.57	32.92	22.38
3	BIIB	Health Care	0.09	0.0	33.90	40.75
4	LMT	Industrials	0.10	2.71	118.14	18.87
5	KHC	Consumer Staples	0.11	7.18	26.62
6	ALL	Financials	0.14	1.88	58.81	4.65
7	REGN	Health Care	0.15	0.50	78.54	18.86
8	BMY	Health Care	0.18	4.26	117.62	12.68
9	JNJ	Health Care	0.21	2.05	635.56	30.56
10	XOM	Energy	0.21	2.44	707.87	22.16
11	HII	Industrials	0.21	2.08	10.40	15.73
12	MRK	Health Care	0.22	2.34	358.85	115.44
13	DG	Consumer Staples	0.23	1.85	27.92	16.43
14	ABBV	Health Care	0.23	2.50	496.77	79.41
15	PGR	Financials	0.24	0.18	127.85	11.05
16	COP	Energy	0.24	2.51	165.26	18.22
17	OXY	Energy	0.25	1.86	61.11	17.37
18	VZ	Communication Services	0.25	6.79	177.74	11.14
19	ED	Utilities	0.25	3.31	39.65	17.66
20	ACGL	Financials	0.26	0.0	33.15	7.60
21	EG	Financials	0.26	2.17	14.28	7.88
22	SJM	Consumer Staples	0.27	3.74	12.82	56.08
23	CME	Financials	0.27	1.85	99.69	23.51
24	WRB	Financials	0.27	0.56	27.06	14.97
25	KMB	Consumer Staples	0.28	5.25	32.85	19.48
26	PFE	Health Care	0.28	6.08	161.87	37.37
27	BDX	Health Care	0.28	2.29	51.45	43.93
28	PCG	Utilities	0.28	1.52	39.51	9.54
29	VRTX	Health Care	0.28	0.0	128.50	29.53
30	HRL	Consumer Staples	0.29	6.10	10.62	31.13

Showing first 30 of 493 rows

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📊 Market Cap Analysis 503 rows • 6 columns

#	ticker	sector	market cap billions	pe ratio	roe	profit margin
1	NVDA	Information Technology	5.46K	28.61	117.21	63.66
2	AAPL	Information Technology	4.98K	39.10	148.75	27.62
3	GOOGL	Communication Services	4.31K	17.70	48.68	54.77
4	GOOG	Communication Services	4.27K	17.51	48.68	54.77
5	MSFT	Information Technology	4.02K	30.15	34.04	40.31
6	AMZN	Consumer Discretionary	2.80K	20.88	30.56	17.44
7	META	Communication Services	1.89K	27.99	29.85	29.83
8	AVGO	Information Technology	1.69K	45.30	44.25	42.94
9	TSLA	Consumer Discretionary	1.49K	245.84	4.67	3.67
10	MU	Information Technology	1.12K	13.31	88.26	63.80
11	BRK-B	Financials	1.11K	13.02	12.12	22.30
12	LLY	Health Care	1.05K	39.70	102.29	33.53
13	AMD	Information Technology	970.08	151.59	10.20	15.58
14	WMT	Consumer Staples	899.90	40.97	22.31	3.00
15	JPM	Financials	888.63	14.32	17.79	34.92
16	V	Financials	730.80	33.13	61.19	50.78
17	XOM	Energy	707.87	22.16	12.58	9.07
18	JNJ	Health Care	635.56	30.56	25.74	21.48
19	INTC	Information Technology	535.75		-10.72	-19.79
20	MA	Financials	521.30	32.73	241.20	46.34
21	PLTR	Information Technology	502.24	180.17	38.10	49.01
22	ABBV	Health Care	496.77	79.41		9.80
23	CSCO	Information Technology	454.74	34.64	27.32	20.95
24	COST	Consumer Staples	425.16	46.22	28.40	3.04
25	CVX	Energy	421.74	20.69	12.23	9.83
26	ORCL	Information Technology	416.50	21.53	41.19	26.36
27	AMAT	Information Technology	394.84	42.93	41.07	30.05
28	LRCX	Information Technology	387.39	53.74	65.07	31.27
29	KO	Consumer Staples	386.33	26.96	42.05	28.56
30	BAC	Financials	381.66	12.61	11.20	29.52

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	0.54	0.31	0.44	0.69	0.42	-0.09	-0.07	-0.12	0.11	-0.15	-0.17	0.29	0.04	-0.11	0.13	0.16	-0.20	0.55	0.31	0.04
2	forward_pe	0.54	1.00	0.37	0.55	0.59	0.56	-0.04	-0.05	-0.19	0.19	-0.07	-0.01	0.12	-0.01	-0.05	0.03	0.09	-0.17	0.38	0.21	0.10
3	pb_ratio	0.31	0.37	1.00	0.57	0.49	0.53	0.65	0.51	0.14	0.25	0.17	0.12	0.24	0.13	0.23	0.09	0.16	-0.30	-0.15	0.32	0.23
4	ps_ratio	0.44	0.55	0.57	1.00	0.73	0.98	0.05	0.26	-0.11	0.44	0.46	0.15	0.32	0.10	-0.18	0.22	0.33	-0.27	0.02	0.34	0.25
5	ev_to_ebitda	0.69	0.59	0.49	0.73	1.00	0.68	-0.05	0.03	-0.06	0.17	-0.01	-0.09	0.35	0.11	-0.14	0.19	0.25	-0.32	-0.01	0.41	0.14
6	ev_to_revenue	0.42	0.56	0.53	0.98	0.68	1.00	0.03	0.23	-0.14	0.46	0.49	0.16	0.28	0.06	-0.14	0.18	0.29	-0.18	0.12	0.30	0.23
7	roe	-0.09	-0.04	0.65	0.05	-0.05	0.03	1.00	0.52	0.46	0.17	0.20	0.40	0.08	0.07	0.35	-0.03	0.00	-0.13	-0.19	0.09	0.16
8	roa	-0.07	-0.05	0.51	0.26	0.03	0.23	0.52	1.00	0.46	0.33	0.47	0.39	0.12	0.08	-0.09	0.21	0.23	-0.23	-0.22	0.16	0.30
9	roic	-0.12	-0.19	0.14	-0.11	-0.06	-0.14	0.46	0.46	1.00	0.05	0.22	0.39	0.05	0.01	0.02	0.04	0.05	-0.12	-0.26	0.04	0.12
10	gross_margin	0.11	0.19	0.25	0.44	0.17	0.46	0.17	0.33	0.05	1.00	0.51	0.39	0.03	-0.03	0.00	0.04	0.17	-0.07	0.14	0.06	0.11
11	operating_margin	-0.15	-0.07	0.17	0.46	-0.01	0.49	0.20	0.47	0.22	0.51	1.00	0.62	0.16	0.03	-0.04	0.12	0.23	0.04	-0.10	0.02	0.19
12	profit_margin	-0.17	-0.01	0.12	0.15	-0.09	0.16	0.40	0.39	0.39	0.39	0.62	1.00	0.15	0.05	-0.02	0.10	0.18	0.01	-0.21	0.02	0.22
13	revenue_growth	0.29	0.12	0.24	0.32	0.35	0.28	0.08	0.12	0.05	0.03	0.16	0.15	1.00	0.39	-0.13	0.17	0.27	-0.21	-0.12	0.26	0.16
14	eps_growth	0.04	-0.01	0.13	0.10	0.11	0.06	0.07	0.08	0.01	-0.03	0.03	0.05	0.39	1.00	-0.04	0.09	0.12	-0.13	-0.10	0.12	0.20
15	debt_to_equity	-0.11	-0.05	0.23	-0.18	-0.14	-0.14	0.35	-0.09	0.02	0.00	-0.04	-0.02	-0.13	-0.04	1.00	-0.27	-0.24	0.17	0.06	-0.03	-0.09
16	current_ratio	0.13	0.03	0.09	0.22	0.19	0.18	-0.03	0.21	0.04	0.04	0.12	0.10	0.17	0.09	-0.27	1.00	0.83	-0.18	-0.12	0.28	0.08
17	quick_ratio	0.16	0.09	0.16	0.33	0.25	0.29	0.00	0.23	0.05	0.17	0.23	0.18	0.27	0.12	-0.24	0.83	1.00	-0.17	-0.12	0.25	0.12
18	dividend_yield	-0.20	-0.17	-0.30	-0.27	-0.32	-0.18	-0.13	-0.23	-0.12	-0.07	0.04	0.01	-0.21	-0.13	0.17	-0.18	-0.17	1.00	0.54	-0.39	-0.14
19	payout_ratio	0.55	0.38	-0.15	0.02	-0.01	0.12	-0.19	-0.22	-0.26	0.14	-0.10	-0.21	-0.12	-0.10	0.06	-0.12	-0.12	0.54	1.00	-0.14	-0.12
20	beta	0.31	0.21	0.32	0.34	0.41	0.30	0.09	0.16	0.04	0.06	0.02	0.02	0.26	0.12	-0.03	0.28	0.25	-0.39	-0.14	1.00	0.12
21	market_cap_billions	0.04	0.10	0.23	0.25	0.14	0.23	0.16	0.30	0.12	0.11	0.19	0.22	0.16	0.20	-0.09	0.08	0.12	-0.14	-0.12	0.12	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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