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 | $4.82T | 40.1x | 0.6 | $198.66 | 1.1% | 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 | $4.03T | 30.7x | 0.88 | $332.69 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 16% Upside | Upgrade to Pro+ | |
| Apple | NASDAQ | Technology | Computers, Phones & Household Electronics | $3.81T | 32.8x | 1.26 | $260.36 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.9% Upside | Upgrade to Pro+ | |
| Microsoft | NASDAQ | Technology | Software & IT Services | $3T | 24.5x | 0.85 | $405.92 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Amazon.com | NASDAQ | Consumer Cyclicals | Diversified Retail | $2.67T | 34.7x | 1.16 | $247.88 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 14.4% Upside | Upgrade to Pro+ | |
| Broadcom | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $1.87T | 74x | 0.5 | $393.90 | 3.4% | 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 | 28.2x | -17.87 | $672.43 | 1.5% | 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 | $1.40T | 338.1x | -7.65 | $374.45 | 2.8% | 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 | $713,259 | -0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 3.5% Upside | Upgrade to Pro+ | |
| Walmart | NASDAQ | Consumer Non-Cyclicals | Food & Drug Retailing | $984.83B | 45.8x | 3.42 | $123.47 | -1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 10.4% Upside | Upgrade to Pro+ | |
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $833.65B | 15x | 11.06 | $19.56 | 0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Jp Morgan Gg Pref | NYSE | Financials | Banking Services | $833.65B | 15x | 10.95 | $20.10 | 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 | 11.05 | $18.05 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $833.65B | 15x | 6.05 | $24.82 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| JPMorgan Chase ADR | NYSE | Financials | Banking Services | $833.65B | 15x | 11.09 | $19.18 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
| Eli Lilly | NYSE | Healthcare | Pharmaceuticals | $825.60B | 40.3x | 0.42 | $923.06 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 36.6% Upside | Upgrade to Pro+ | |
| JPMorgan | NYSE | Financials | Banking Services | $824B | 15x | 10.95 | $308.50 | -0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 7.7% Upside | Upgrade to Pro+ | |
| Exxon Mobil | NYSE | Energy | Oil & Gas | $615.54B | 22.2x | -1.48 | $148.36 | -0.6% | 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 | $594.28B | 28.1x | 3.89 | $312.53 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 28.5% Upside | Upgrade to Pro+ | |
| J&J | NYSE | Healthcare | Pharmaceuticals | $577.06B | 27.6x | -7.06 | $239.38 | -0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 4.5% Upside | Upgrade to Pro+ | |
| Micron | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $508.80B | 20.1x | 0.05 | $448.30 | -3.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 20.7% Upside | Upgrade to Pro+ | |
| Oracle | NYSE | Technology | Software & IT Services | $491.23B | 29.1x | 0.94 | $171.75 | 5.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 35% Upside | Upgrade to Pro+ | |
| Mastercard | NYSE | Technology | Software & IT Services | $458.48B | 30.2x | 1.62 | $515.44 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 29.6% Upside | Upgrade to Pro+ | |
| Netflix | NASDAQ | Technology | Software & IT Services | $448.14B | 41.9x | 1.45 | $106.23 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 8.3% Upside | Upgrade to Pro+ | |
| Costco | NASDAQ | Consumer Cyclicals | Diversified Retail | $431.95B | 50.7x | 4.12 | $974.02 | -0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 12.8% Upside | Upgrade to Pro+ | |
| AMD | NASDAQ | Technology | Semiconductors & Semiconductor Equipment | $415.82B | 97.6x | 0.59 | $254.87 | -0.1% | 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 | $386.23B | 14x | 0.68 | $54.24 | 1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 13.4% Upside | Upgrade to Pro+ | |
| Chevron | NYSE | Energy | Oil & Gas | $368.80B | 29.8x | -0.95 | $185.29 | -0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 15.5% Upside | Upgrade to Pro+ | |
| AbbVie | NYSE | Healthcare | Pharmaceuticals | $367.92B | 88.6x | -70.78 | $208.02 | -0.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | 18.4% Upside | Upgrade to Pro+ | |
| Caterpillar | NYSE | Industrials | Machinery, Tools, Heavy Vehicles, Trains & Ships | $360.88B | 42.2x | -2.83 | $772.11 | -2.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | -1.7% Downside | Upgrade to Pro+ |