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	3.95	3.45	20.48
2	ALL	Financial Services	5.20	9.40	65.63
3	AES	Utilities	5.54	6.22	10.55
4	EIX	Utilities	5.86	8.73	21.85
5	FIS	Technology	6.43	6.25	21.60
6	UHS	Healthcare	6.92	7.06	10.00
7	ACGL	Financial Services	7.68	10.05	33.47
8	EG	Financial Services	8.05	6.37	14.60
9	HON	Industrials	8.06	20.99	66.43
10	CINF	Financial Services	8.08	18.95	26.26
11	SYF	Financial Services	8.20	7.60	26.00
12	LULU	Consumer Cyclical	8.28	10.50	11.42
13	EXE	Energy	8.44	11.02	22.67
14	T	Communication Services	8.48	10.02	175.97
15	CMCSA	Communication Services	8.49	7.31	94.00
16	MKC	Consumer Defensive	8.67	15.80	14.00
17	APA	Energy	9.02	10.22	14.98
18	NCLH	Consumer Cyclical	9.44	9.20	7.15
19	HIG	Financial Services	9.56	10.11	37.48
20	VICI	Real Estate	9.85	8.50	27.99
21	CF	Basic Materials	9.89	12.86	20.18
22	TRV	Financial Services	9.93	12.23	77.04
23	FISV		10.15	6.55	28.18
24	PCG	Utilities	10.29	7.94	31.49
25	PYPL	Financial Services	10.39	9.50	47.02
26	UAL	Industrials	10.43	7.36	36.15
27	DVN	Energy	10.45	8.86	52.87
28	CCL	Consumer Cyclical	10.59	8.93	32.20
29	PGR	Financial Services	10.99	13.44	127.23
30	TROW	Financial Services	11.02	10.64	23.42

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	3.95	3.45	20.48	38.44
2	ALL	Financial Services	5.20	9.40	65.63	49.94
3	AES	Utilities	5.54	6.22	10.55	2.67
4	EIX	Utilities	5.86	8.73	21.85	9.69
5	FIS	Technology	6.43	6.25	21.60	6.51
6	UHS	Healthcare	6.92	7.06	10.00	24.50
7	ACGL	Financial Services	7.68	10.05	33.47	12.78
8	EG	Financial Services	8.05	6.37	14.60	47.32
9	HON	Industrials	8.06	20.99	66.43	26.02
10	CINF	Financial Services	8.08	18.95	26.26	21.18

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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	91.90	65.16	71.15	2.05
2	NOW	Technology	88.29	28.22	146.04	1.60
3	IRM	Real Estate	82.88	42.83	34.79	1.41
4	BA	Industrials	76.35	51.51	167.76	2.78
5	MPWR	Technology	74.72	35.10	60.14	16.38
6	MRVL	Technology	73.78	33.26	200.91	3.03
7	ABBV	Healthcare	72.45	15.75	453.19	3.54
8	CIEN	Technology	71.65	27.72	45.55	4.48
9	BLDR	Industrials	71.51	14.73	7.08	0.92
10	PWR	Industrials	71.44	31.79	93.88	8.74

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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	34.88	96.96	-62.08	12.23
2	UDR	Real Estate	23.03	64.96	-41.94	13.36
3	DOC	Real Estate	59.00	96.96	-37.96	14.64
4	L	Financial Services	13.41	37.69	-24.28	22.34
5	VMRK	Real Estate	25.13	45.69	-20.56	50.57
6	SPG	Real Estate	14.78	31.30	-16.51	79.51
7	INVH	Real Estate	26.05	41.56	-15.51	16.86
8	FRT	Real Estate	23.70	36.69	-12.98	10.24
9	HON	Industrials	8.06	20.99	-12.93	66.43
10	CINF	Financial Services	8.08	18.95	-10.87	26.26
11	GEV	Industrials	27.03	37.27	-10.24	250.87
12	BRK-B	Financial Services	12.72	22.80	-10.08	1.08K
13	PLD	Real Estate	30.52	40.33	-9.81	133.51
14	MKC	Consumer Defensive	8.67	15.80	-7.13	14.00
15	HST	Real Estate	14.80	20.99	-6.19	15.32
16	GOOGL	Communication Services	16.98	22.79	-5.80	4.14K
17	GOOG	Communication Services	16.82	22.57	-5.76	4.10K
18	REG	Real Estate	25.34	29.90	-4.56	14.07
19	ALL	Financial Services	5.20	9.40	-4.20	65.63
20	AMZN	Consumer Cyclical	20.80	24.86	-4.06	2.79K
21	CF	Basic Materials	9.89	12.86	-2.97	20.18
22	AFL	Financial Services	12.64	15.54	-2.90	58.76
23	EIX	Utilities	5.86	8.73	-2.87	21.85
24	SBAC	Real Estate	20.44	23.08	-2.65	20.10
25	EXE	Energy	8.44	11.02	-2.58	22.67
26	PGR	Financial Services	10.99	13.44	-2.45	127.23
27	ACGL	Financial Services	7.68	10.05	-2.38	33.47
28	TRV	Financial Services	9.93	12.23	-2.30	77.04
29	LULU	Consumer Cyclical	8.28	10.50	-2.22	11.42
30	PTC	Technology	13.68	15.83	-2.15	15.30

Showing first 30 of 457 rows

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📊 Pb Ratio Analysis 432 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	0.58	-0.04	0.93	9.06
3	MOS	Basic Materials	0.72	-0.05	1.24	8.22
4	TAP	Consumer Defensive	0.75	-0.19	3.79	7.55
5	KHC	Consumer Defensive	0.82	-0.09	3.63	29.47
6	LEN	Consumer Cyclical	0.93	0.07	3.94	20.13
7	EG	Financial Services	0.96	0.13	2.49	14.60
8	VICI	Real Estate	0.96	0.10	4.82	27.99
9	PCG	Utilities	0.97	0.09	2.57	31.49
10	AIG	Financial Services	0.98	0.07	1.77	39.85
11	TSN	Consumer Defensive	1.00	0.03	2.57	18.09
12	PSKY	Communication Services	1.03	-0.01	2.75	12.18
13	FISV		1.05			28.18
14	CMCSA	Communication Services	1.05	0.11	4.31	94.00
15	GPN	Industrials	1.06	0.02	2.33	24.49
16	CHTR	Communication Services	1.07	0.27	5.31	20.48
17	TFC	Financial Services	1.08	0.09	1.06	63.10
18	APTV	Consumer Cyclical	1.14	0.05	6.72	9.96
19	HBAN	Financial Services	1.16	0.09	0.98	34.41
20	L	Financial Services	1.17	0.09	1.91	22.34
21	EXE	Energy	1.18	0.15	8.49	22.67
22	C	Financial Services	1.20	0.09	0.66	231.02
23	GM	Consumer Cyclical	1.24	0.03	2.25	79.37
24	CFG	Financial Services	1.24	0.08	0.94	29.81
25	EIX	Utilities	1.25	0.20	4.09	21.85
26	DD	Basic Materials	1.29	0.02	2.07	17.77
27	COF	Financial Services	1.31	0.09	1.52	134.72
28	DVN	Energy	1.32	0.12	5.91	52.87
29	UHS	Healthcare	1.33	0.21	8.32	10.00
30	SW	Consumer Cyclical	1.33	0.03	2.62	24.04

Showing first 30 of 432 rows

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📊 Ev Ebitda By Sector 11 rows • 5 columns

#	sector	median	mean	count	example
1	Real Estate	18.56	19.29	26.00	ARE
2	Technology	16.90	17.47	57.00	ACN
3	Industrials	16.10	16.98	68.00	MMM
4	Healthcare	14.56	15.41	54.00	ABBV
5	Consumer Cyclical	13.47	14.15	51.00	AMZN
6	Utilities	13.22	13.33	31.00	AES
7	Basic Materials	12.65	13.36	20.00	APD
8	Consumer Defensive	12.61	14.14	33.00	MO
9	Financial Services	12.11	13.02	37.00	AFL
10	Communication Services	12.03	13.63	22.00	GOOGL
11	Energy	8.93	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	Technology	48.85	0.44	0.73	168.54
2	VICI	Real Estate	99.27	0.70	0.68	27.99
3	SPG	Real Estate	81.43	0.46	0.67	79.51
4	APP	Communication Services	88.46	0.78	0.65	107.69
5	NVDA	Technology	74.67	0.66	0.64	5.56K
6	CME	Financial Services	100.00	0.65	0.63	101.15
7	TPL	Energy	93.34	0.78	0.60	25.00
8	SNDK	Technology	71.47	0.78	0.56	254.77
9	MU	Technology	72.57	0.80	0.56	1.15K
10	GOOG	Communication Services	60.90	0.34	0.55	4.10K
11	GOOGL	Communication Services	60.90	0.34	0.55	4.14K
12	V	Financial Services	97.73	0.66	0.51	700.27
13	VRSN	Technology	88.47	0.68	0.50	26.40
14	PLTR	Technology	84.80	0.47	0.49	418.93
15	MA	Financial Services	100.00	0.61	0.46	507.39
16	PLD	Real Estate	75.55	0.43	0.44	133.51
17	AVGO	Technology	75.52	0.54	0.43	1.70K
18	HOOD	Financial Services	91.89	0.44	0.42	109.79
19	PSA	Real Estate	74.42	0.46	0.42	56.40
20	PTC	Technology	84.50	0.28	0.41	15.30
21	MSCI	Financial Services	82.98	0.56	0.41	41.66
22	MSFT	Technology	67.94	0.45	0.40	3.71K
23	MO	Consumer Defensive	87.17	0.61	0.39	115.01
24	SCHW	Financial Services	97.50	0.52	0.39	189.00
25	ANET	Technology	63.00	0.45	0.38	244.40
26	ICE	Financial Services	100.00	0.53	0.38	90.53
27	MLM	Basic Materials	28.23	0.20	0.37	36.56
28	KLAC	Technology	61.30	0.42	0.36	242.50
29	SYF	Financial Services	0.0	0.50	0.36	26.00
30	NDAQ	Financial Services	100.00	0.49	0.35	54.15

Showing first 30 of 503 rows

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📊 Roe Vs Pb 368 rows • 6 columns

#	ticker	sector	pb ratio	roe	roa	market cap billions
1	ZTS	Healthcare	9.67	0.65	15.35	31.33
2	AMP	Financial Services	7.79	0.63	2.28	49.52
3	ADBE	Technology	9.23	0.63	19.93	105.94
4	PEP	Consumer Defensive	8.51	0.52	8.93	188.00
5	GOOGL	Communication Services	6.65	0.49	12.96	4.14K
6	GOOG	Communication Services	6.59	0.49	12.96	4.10K
7	EBAY	Consumer Cyclical	9.86	0.47	9.15	46.02
8	BMY	Healthcare	6.12	0.47	10.72	136.49
9	HON	Industrials	3.58	0.47	5.72	66.43
10	ULTA	Consumer Cyclical	8.89	0.46	14.84	24.12
11	ALL	Financial Services	2.08	0.46	8.68	65.63
12	DLTR	Consumer Defensive	7.25	0.46	8.26	24.66
13	AON	Financial Services	7.14	0.45	5.83	68.54
14	RCL	Consumer Cyclical	6.93	0.45	7.68	70.93
15	CDW	Technology	7.82	0.44	6.59	19.05
16	BBY	Consumer Cyclical	5.99	0.43	7.39	19.03
17	DECK	Consumer Cyclical	5.10	0.43	20.32	11.69
18	MPC	Energy	5.77	0.42	8.74	109.21
19	GEN	Technology	6.91	0.42	8.49	18.35
20	BR	Technology	6.94	0.41	9.30	19.71
21	EME	Industrials	8.18	0.40	12.03	33.27
22	UNP	Industrials	8.85	0.40	9.27	172.06
23	TSCO	Consumer Cyclical	6.96	0.40	7.82	18.23
24	RL	Consumer Cyclical	7.69	0.38	11.01	20.93
25	UBER	Technology	5.66	0.37	6.88	154.74
26	NCLH	Consumer Cyclical	2.78	0.37	4.25	7.15
27	PTC	Technology	4.50	0.35	11.54	15.30
28	PGR	Financial Services	3.71	0.35	7.84	127.23
29	IBM	Technology	6.42	0.34	5.30	221.30
30	AXP	Financial Services	6.42	0.34	3.79	220.26

Showing first 30 of 368 rows

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📊 Growth Vs Valuation 392 rows • 7 columns

#	ticker	sector	pe ratio	eps growth	revenue growth	profit margin	market cap billions
1	CF	Basic Materials	9.89	99.60	17.60	0.27	20.18
2	NTRS	Financial Services	16.03	98.60	36.40	0.25	34.15
3	NUE	Basic Materials	20.85	93.80	23.00	0.08	59.23
4	GS	Financial Services	16.04	92.30	42.50	0.31	302.41
5	GNRC	Industrials	42.97	92.00	10.60	0.06	11.05
6	UDR	Real Estate	23.03	90.90	-0.10	0.30	13.36
7	PRU	Financial Services	11.06	89.20	14.10	0.06	42.10
8	WY	Real Estate	34.88	87.10	-0.90	0.07	16.59
9	UBER	Technology	16.61	85.50	12.20	0.17	154.74
10	CINF	Financial Services	8.08	85.50	31.60	0.24	26.26
11	PLD	Real Estate	30.52	85.30	12.30	0.44	133.51
12	STLD	Basic Materials	21.97	83.60	33.40	0.08	34.69
13	NXPI	Technology	19.44	72.60	19.50	0.23	57.45
14	SRE	Utilities	24.36	71.30	-0.10	0.17	54.95
15	ROST	Consumer Cyclical	27.89	70.50	13.30	0.11	74.00
16	BBY	Consumer Cyclical	15.02	70.10	3.60	0.03	19.03
17	O	Real Estate	44.71	69.20	9.60	0.21	57.96
18	CAH	Healthcare	34.19	68.80	5.80	0.01	57.49
19	CAT	Industrials	35.08	68.20	24.00	0.15	374.15
20	CASY	Consumer Cyclical	39.40	66.00	14.50	0.04	27.98
21	AMGN	Healthcare	27.12	64.90	9.50	0.23	236.38
22	GEN	Technology	17.92	64.00	6.30	0.21	18.35
23	APO	Financial Services	47.57	63.70	63.80	0.05	78.94
24	MS	Financial Services	17.59	62.40	28.00	0.26	341.94
25	UNH	Healthcare	25.52	61.50	0.40	0.03	356.47
26	CVNA	Consumer Cyclical	39.47	61.50	52.40	0.06	82.68
27	ALL	Financial Services	5.20	61.20	11.80	0.19	65.63
28	C	Financial Services	14.84	61.00	15.50	0.22	231.02
29	INVH	Real Estate	26.05	60.50	10.10	0.23	16.86
30	DHR	Healthcare	37.02	59.70	5.50	0.16	145.98

Showing first 30 of 392 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 314 rows • 6 columns

#	ticker	sector	dividend yield	payout ratio	pe ratio	market cap billions
1	TXT	Industrials	10.00	1.51	14.89	13.60
2	JBL	Technology	10.00	4.01	38.92	32.54
3	VRT	Industrials	9.00	5.09	63.61	108.00
4	VICI	Real Estate	7.02	69.77	9.85	27.99
5	PWR	Industrials	7.00	4.92	71.44	93.88
6	MO	Consumer Defensive	6.39	89.26	14.50	115.01
7	UPS	Industrials	6.34	1.22	19.01	87.03
8	KHC	Consumer Defensive	6.29	73.06		29.47
9	EIX	Utilities	6.23	35.71	5.86	21.85
10	GIS	Consumer Defensive	6.21	59.41		20.47
11	MU	Technology	6.00	1.12	22.96	1.15K
12	PFE	Healthcare	5.97	2.26	37.43	162.16
13	DOC	Real Estate	5.80	3.49	59.00	14.64
14	AMCR	Consumer Cyclical	5.67	1.09	18.97	20.87
15	VZ	Communication Services	5.59	72.79	13.06	208.32
16	CCI	Real Estate	5.50	1.73	30.95	33.14
17	ARE	Real Estate	5.47	6.89		9.06
18	HRL	Consumer Defensive	5.40	1.88	34.74	11.85
19	CLX	Consumer Defensive	5.30	1.03	19.35	11.25
20	O	Real Estate	5.27	2.36	44.71	57.96
21	IP	Consumer Cyclical	5.08	1.58		19.72
22	CMCSA	Communication Services	4.95	42.31	8.49	94.00
23	MAA	Real Estate	4.76	1.78	37.52	15.27
24	AES	Utilities	4.76	26.36	5.54	10.55
25	UDR	Real Estate	4.76	1.09	23.03	13.36
26	KMB	Consumer Defensive	4.74	1.00	20.74	34.91
27	TAP	Consumer Defensive	4.73	35.90		7.55
28	TROW	Financial Services	4.69	51.61	11.02	23.42
29	KIM	Real Estate	4.68	1.20	27.44	15.83
30	DOW	Basic Materials	4.61	7.00		21.27

Showing first 30 of 314 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	31.11	7.82	0.20	0.19	26.26K	84.00
2	Communication Services	20.36	2.35	0.14	0.09	11.49K	24.00
3	Financial Services	15.80	2.33	0.15	0.23	8.78K	70.00
4	Consumer Cyclical	20.79	5.99	0.27	0.10	6.87K	54.00
5	Healthcare	29.76	3.66	0.14	0.09	6.35K	59.00
6	Industrials	29.14	6.12	0.20	0.12	5.26K	76.00
7	Consumer Defensive	23.39	4.19	0.16	0.08	3.44K	33.00
8	Energy	17.76	2.53	0.15	0.14	2.35K	21.00
9	Utilities	20.75	2.11	0.10	0.14	1.36K	31.00
10	Real Estate	30.95	2.50	0.07	0.21	1.24K	30.00
11	Basic Materials	30.85	2.82	0.14	0.09	1.12K	20.00

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📊 Ev Ebitda By Sector 11 rows • 5 columns

#	sector	median	mean	count	example
1	Real Estate	18.56	19.29	26.00	ARE
2	Technology	16.90	17.47	57.00	ACN
3	Industrials	16.10	16.98	68.00	MMM
4	Healthcare	14.56	15.41	54.00	ABBV
5	Consumer Cyclical	13.47	14.15	51.00	AMZN
6	Utilities	13.22	13.33	31.00	AES
7	Basic Materials	12.65	13.36	20.00	APD
8	Consumer Defensive	12.61	14.14	33.00	MO
9	Financial Services	12.11	13.02	37.00	AFL
10	Communication Services	12.03	13.63	22.00	GOOGL
11	Energy	8.93	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 (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	342.00	NVDA	4.59	2.92	16.97	0.01	53.57		0.64
2	38.00	AAPL	1.00	0.81	78.45	0.01	27.08		0.28
3	18.00	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	317.00	MSFT	1.23	1.10	29.12	0.34	14.09		0.40
6	21.00	AMZN	1.03	0.84	45.62	0.31	6.59		0.17
7	72.00	AVGO	2.50	1.81	59.60	0.44	15.30		0.43
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	313.00	MU	3.43	2.93	6.33	0.67	34.87		0.56
11	60.00	BRK-B	2.89	2.69	17.14	0.12	6.01		0.22
12	285.00	LLY	1.36	0.68	162.07	0.01	20.36		0.34
13	267.00	JPM	1.31	0.84	57.71	0.18	1.36		0.35
14	480.00	WMT	0.77	0.20	71.65	0.22	6.41		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	265.00	JNJ	1.09	0.73	57.71	0.26	8.60		0.21
18	185.00	XOM	1.14	0.80	15.92	0.13	5.52		0.09
19	301.00	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	351.00	ORCL	1.12	1.01	388.87	0.53	6.51		0.25
22	1.00	ABBV	0.81	0.49	57.71	0.29	10.51		0.10
23	57.00	BAC	1.31	0.84	57.71	0.11	0.97		0.30
24	107.00	CSCO	0.93	0.69	62.02	0.27	7.98		0.21
25	355.00	PLTR	7.23	7.10	2.14	0.38	17.29		0.49
26	99.00	CVX	1.25	0.84	18.96	0.12	5.86		0.10
27	130.00	COST	1.07	0.56	60.26	0.29	8.67		0.03
28	281.00	LRCX	2.63	1.84	33.05	0.65	22.84		0.31
29	112.00	KO	1.31	0.80	115.52	0.42	9.40		0.29
30	88.00	CAT	1.37	0.78	232.78	0.57	9.03		0.15

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	KHC	Consumer Defensive	0.08	6.29	29.47
2	HSY	Consumer Defensive	0.10	3.32	34.79	23.65
3	LMT	Industrials	0.11	2.59	121.23	19.36
4	COP	Energy	0.13	2.48	161.29	17.76
5	ALL	Financial Services	0.15	1.64	65.63	5.20
6	OXY	Energy	0.16	1.85	60.02	17.71
7	BIIB	Healthcare	0.17		32.63	39.15
8	XOM	Energy	0.18	2.54	655.73	20.52
9	REGN	Healthcare	0.19	45.00	85.22	20.49
10	MRK	Healthcare	0.23	2.23	370.89	120.26
11	BMY	Healthcare	0.23	3.70	136.49	14.72
12	JNJ	Healthcare	0.23	1.93	663.28	31.89
13	DG	Consumer Defensive	0.24	1.80	29.39	17.30
14	VZ	Communication Services	0.24	5.59	208.32	13.06
15	HII	Industrials	0.24	1.90	11.27	17.02
16	PCG	Utilities	0.25	1.43	31.49	10.29
17	PGR	Financial Services	0.26	18.00	127.23	10.99
18	ED	Utilities	0.26	3.23	39.68	17.65
19	SJM	Consumer Defensive	0.26	3.49	13.47	58.64
20	EOG	Energy	0.27	2.80	76.16	11.31
21	KMB	Consumer Defensive	0.27	4.74	34.91	20.74
22	CME	Financial Services	0.28	1.84	101.15	23.86
23	BDX	Healthcare	0.28	2.24	50.32	31.96
24	EG	Financial Services	0.28	2.07	14.60	8.05
25	ABBV	Healthcare	0.28	2.66	453.19	72.45
26	ACGL	Financial Services	0.28		33.47	7.68
27	WRB	Financial Services	0.28	0.58	25.67	14.23
28	RTX	Industrials	0.29	1.44	270.62	35.35
29	PFE	Healthcare	0.30	5.97	162.16	37.43
30	ERIE	Financial Services	0.30	2.27	13.22	22.92

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	Technology	5.56K	29.16	0.01	0.64
2	AAPL	Technology	4.67K	36.65	0.01	0.28
3	GOOGL	Communication Services	4.14K	16.98	0.49	0.55
4	GOOG	Communication Services	4.10K	16.82	0.49	0.55
5	MSFT	Technology	3.71K	27.82	0.34	0.40
6	AMZN	Consumer Cyclical	2.79K	20.80	0.31	0.17
7	AVGO	Technology	1.70K	45.53	0.44	0.43
8	META	Communication Services	1.57K	23.22	0.30	0.30
9	TSLA	Consumer Cyclical	1.40K	324.84	0.05	0.04
10	MU	Technology	1.15K	22.96	0.67	0.56
11	BRK-B	Financial Services	1.08K	12.72	0.12	0.22
12	LLY	Healthcare	1.02K	38.57	0.01	0.34
13	JPM	Financial Services	953.33	15.36	0.18	0.35
14	WMT	Consumer Defensive	852.63	38.82	0.22	0.03
15	AMD	Technology	779.62	121.83	0.10	0.16
16	V	Financial Services	700.27	31.95	0.61	0.51
17	JNJ	Healthcare	663.28	31.89	0.26	0.21
18	XOM	Energy	655.73	20.52	0.13	0.09
19	MA	Financial Services	507.39	31.89	0.02	0.46
20	INTC	Technology	506.41		-0.11	-0.20
21	ORCL	Technology	457.36	27.28	0.53	0.25
22	ABBV	Healthcare	453.19	72.45		0.10
23	BAC	Financial Services	438.31	14.48	0.11	0.30
24	CSCO	Technology	430.53	32.79	0.27	0.21
25	PLTR	Technology	418.93	149.00	0.38	0.49
26	CVX	Energy	409.19	20.06	0.12	0.10
27	COST	Consumer Defensive	406.11	46.02	0.29	0.03
28	LRCX	Technology	384.97	53.32	0.65	0.31
29	KO	Consumer Defensive	378.93	26.45	0.42	0.29
30	CAT	Industrials	374.15	35.08	0.57	0.15

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	0.50	0.11	0.35	0.66	0.33	-0.20	-0.11		0.09	-0.18	-0.21	0.21	-0.05	-0.09	0.06	0.09	0.01	-0.21	0.21	0.03
2	forward_pe	0.50	1.00	0.24	0.48	0.62	0.50	-0.06	-0.06		0.17	-0.07	-0.01	0.09	0.03	-0.04	0.00	0.05	0.05	-0.16	0.19	0.08
3	pb_ratio	0.11	0.24	1.00	0.30	0.25	0.27	0.14	0.42		0.17	0.05	0.09	0.08	0.07	0.59	-0.01	0.03	0.10	-0.06	0.17	0.11
4	ps_ratio	0.35	0.48	0.30	1.00	0.70	0.97	-0.06	0.31		0.47	0.11	0.22	0.29	0.16	-0.14	0.21	0.31	0.15	-0.08	0.33	0.26
5	ev_to_ebitda	0.66	0.62	0.25	0.70	1.00	0.65	-0.12	0.01		0.19	-0.03	-0.07	0.31	0.09	-0.12	0.18	0.24	0.18	-0.12	0.35	0.13
6	ev_to_revenue	0.33	0.50	0.27	0.97	0.65	1.00	-0.10	0.27		0.50	0.12	0.23	0.24	0.11	-0.12	0.16	0.26	0.10	-0.04	0.28	0.23
7	roe	-0.20	-0.06	0.14	-0.06	-0.12	-0.10	1.00	0.37		0.07	0.16	0.52	0.05	0.20	0.12	0.00	0.03	0.16	-0.03	0.04	0.06
8	roa	-0.11	-0.06	0.42	0.31	0.01	0.27	0.37	1.00		0.33	0.34	0.39	0.09	0.10	0.00	0.22	0.24	0.16	-0.07	0.17	0.30
9	roic
10	gross_margin	0.09	0.17	0.17	0.47	0.19	0.50	0.07	0.33		1.00	0.43	0.39	0.04	-0.03	0.03	0.05	0.17	0.03	0.04	0.06	0.11
11	operating_margin	-0.18	-0.07	0.05	0.11	-0.03	0.12	0.16	0.34		0.43	1.00	0.61	0.10	0.17	0.01	0.04	0.08	0.03	0.03	-0.01	0.11
12	profit_margin	-0.21	-0.01	0.09	0.22	-0.07	0.23	0.52	0.39		0.39	0.61	1.00	0.14	0.17	-0.02	0.11	0.18	0.06	0.02	0.03	0.23
13	revenue_growth	0.21	0.09	0.08	0.29	0.31	0.24	0.05	0.09		0.04	0.10	0.14	1.00	0.18	-0.13	0.17	0.26	0.09	-0.04	0.21	0.12
14	eps_growth	-0.05	0.03	0.07	0.16	0.09	0.11	0.20	0.10		-0.03	0.17	0.17	0.18	1.00	0.01	0.03	0.06	0.07	-0.12	0.14	0.02
15	debt_to_equity	-0.09	-0.04	0.59	-0.14	-0.12	-0.12	0.12	0.00		0.03	0.01	-0.02	-0.13	0.01	1.00	-0.22	-0.18	-0.10	0.15	-0.04	-0.07
16	current_ratio	0.06	0.00	-0.01	0.21	0.18	0.16	0.00	0.22		0.05	0.04	0.11	0.17	0.03	-0.22	1.00	0.84	0.14	-0.07	0.27	0.08
17	quick_ratio	0.09	0.05	0.03	0.31	0.24	0.26	0.03	0.24		0.17	0.08	0.18	0.26	0.06	-0.18	0.84	1.00	0.14	-0.08	0.23	0.11
18	dividend_yield	0.01	0.05	0.10	0.15	0.18	0.10	0.16	0.16		0.03	0.03	0.06	0.09	0.07	-0.10	0.14	0.14	1.00	-0.25	0.20	0.13
19	payout_ratio	-0.21	-0.16	-0.06	-0.08	-0.12	-0.04	-0.03	-0.07		0.04	0.03	0.02	-0.04	-0.12	0.15	-0.07	-0.08	-0.25	1.00	-0.27	-0.12
20	beta	0.21	0.19	0.17	0.33	0.35	0.28	0.04	0.17		0.06	-0.01	0.03	0.21	0.14	-0.04	0.27	0.23	0.20	-0.27	1.00	0.14
21	market_cap_billions	0.03	0.08	0.11	0.26	0.13	0.23	0.06	0.30		0.11	0.11	0.23	0.12	0.02	-0.07	0.08	0.11	0.13	-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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