Price$340.08
- 1D+0.94%
- 1W+3.77%
- 1M+19.84%
- 3M+27.20%
- 6M+33.40%
- YTD+25.72%
- 1Y+59.64%
- 3Y+79.66%
- 5Y+139.56%
Loading chart…
Best LensP/E, P/FCF— Cash-generation machine — earnings + FCF capture the buyback engine
Valuation Bands
Search any of 555 tickers with downloaded TV chart data. Pick a card's ticker to swap it; the URL keeps your four picks.
Price$332.60
- 1D+1.85%
- 1W−3.93%
- 1M−0.62%
- 3M−4.51%
- 6M−0.17%
- YTD+5.62%
- 1Y+71.86%
- 3Y+178.89%
- 5Y+145.74%
Loading chart…
Best LensP/E, EV/EBITDA— Mature platform with steady earnings; EBITDA controls for AI-capex distortion
Price$197.01
- 1D+0.25%
- 1W−4.96%
- 1M+2.33%
- 3M−8.94%
- 6M+5.78%
- YTD+4.45%
- 1Y+13.70%
- 3Y+345.49%
- 5Y+905.45%
Loading chart…
Best LensP/E, EV/EBITDA— Fabless asset-light AI accelerator — earnings real, EBITDA cross-checks cycle
Price$393.35
- 1D+1.09%
- 1W−1.11%
- 1M+5.46%
- 3M−7.21%
- 6M−15.99%
- YTD−16.46%
- 1Y−22.82%
- 3Y+17.13%
- 5Y+43.06%
Loading chart…
Best LensP/E, EV/EBITDA— Mature cloud platform — capex now distorts P/FCF, EBITDA cleaner
All tickers with bands data
555 names1–50 of 555
SUE-1
Schneider Electric
—
—
—
€262.00
−1.36%
—
—
—
—
—
—
—
—
—
1.1M
147.69B
36.73
26.3
+1.69
22.59
-0.60
2.17
1.4
+2.22
6.23
3.48
+2.31
7.50
5.81
+0.83
8.53
5.74
+1.16
30.44
22.26
+1.38
1.57%
2.20%
-1.02
CWR
Ceres Power Holdings
—
—
—
316.80p
−13.87%
—
—
—
—
—
—
—
—
—
1.29M
677.31M
-15.66
-57.0
+0.61
-371.40
-4.63
—
—
—
6.95
5.80
+0.24
—
—
—
—
—
—
-40.95
-45.65
+0.09
0.00%
0.00%
—
CTRAE-5
Coterra
Energy
EV/EBITDA, P/FCF
Capex-heavy E&P — EBITDA neutralizes capex, FCF the return engine
—
—
—
—
—
—
—
—
—
—
—
73.32M
24.72B
4.19
11.7
-1.73
10.83
-0.20
0.84
1.9
-2.28
0.43
1.03
-2.39
4.22
8.30
-0.94
33.79
-7.37
+0.27
-16.55
-6.76
-0.05
6.32%
1.68%
+4.07
BESI
BE Semiconductor Industries
—
—
—
€197.80
−3.56%
—
—
—
—
—
—
—
—
—
894.88K
15.66B
87.01
42.8
+1.56
30.58
-0.43
25.00
11.4
+1.97
32.00
15.21
+1.67
76.54
29.01
+2.93
73.94
38.75
+1.69
75.79
40.09
+1.60
0.70%
3.95%
-1.10
SNDKE-7
Sandisk
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$1,096.10
−14.25%
−31.04%
−47.57%
+2.42%
+132.82%
+298.23%
+2480.27%
—
—
—
25.4M
162.32B
49.94
-3.9
+1.33
5.15
+0.22
16.13
6.3
+1.47
15.43
5.76
+1.51
18.90
20.67
-0.17
48.62
-269.31
+0.30
50.57
45.85
+0.07
0.00%
0.00%
—
DELL
Dell Technologies
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$392.10
−8.15%
−2.98%
−1.69%
+81.85%
+239.83%
+209.61%
+202.62%
+673.50%
+779.85%
+54.48%
9.17M
253.35B
34.77
12.5
+2.17
17.94
+0.53
1.06
0.2
+4.35
-202.23
-20.63
-5.41
10.81
9.16
+0.78
23.02
7.06
+3.20
30.40
13.20
+1.40
0.50%
0.95%
-0.45
STX
Seagate Technology
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$747.30
−8.53%
−16.21%
−16.96%
+25.50%
+109.09%
+160.53%
+399.35%
+1243.99%
+894.80%
+58.32%
8.03M
169.08B
80.84
10.7
+2.36
26.24
+0.52
17.36
2.7
+4.67
174.54
-10.40
+1.12
28.78
19.43
+0.53
67.79
17.44
+3.71
80.86
23.78
+3.46
0.34%
3.66%
-2.24
MU
Micron Technology
Information Technology
P/B, EV/EBITDA
Memory cycle — P/B the dial, EBITDA stays positive at trough
$820.53
−8.85%
−15.48%
−27.52%
+56.45%
+111.01%
+160.29%
+638.67%
+1163.82%
+991.66%
+61.29%
58.48M
926.7B
20.85
13.8
+0.21
5.34
-0.25
11.52
3.9
+3.16
10.32
2.41
+4.08
15.17
10.86
+0.36
20.50
12.06
+0.69
40.29
80.33
-0.19
0.06%
0.27%
-0.75
WDCE-7
Western Digital
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$463.51
−6.91%
−15.48%
−20.96%
+15.70%
+92.59%
+147.12%
+575.34%
+1508.44%
+855.68%
+57.06%
9.84M
159.76B
31.03
-2.1
+0.56
24.99
+0.46
15.23
1.7
+4.47
18.53
2.60
+4.02
27.88
12.31
+2.00
61.22
1.74
+1.44
69.25
27.29
+0.50
0.09%
1.61%
-0.64
FCEL
FuelCell Energy
—
—
—
$19.66
−8.52%
−9.15%
−18.08%
+84.08%
+116.28%
+140.64%
+249.82%
−71.00%
−89.81%
−36.66%
8.99M
1.57B
-3.23
-7.3
+0.39
-16.49
-0.90
8.04
11.4
-0.19
1.88
2.91
-0.24
151.25
149.59
+0.11
-10.39
-12.31
+0.09
-9.63
-15.77
+0.20
0.00%
0.00%
—
000660.KS
SK Hynix
—
—
—
1,349,000.00 KRW
−12.97%
−15.58%
−42.01%
+26.55%
+109.03%
+129.41%
+418.83%
+1235.72%
+1333.94%
+70.34%
6.37M
957.59T
16.65
9.6
+0.43
2.99
-0.40
9.43
2.6
+3.61
7.58
1.88
+3.64
5.91
7.21
-0.16
17.71
8.79
+0.87
29.95
13.74
+0.45
0.17%
1.20%
-1.73
AAOI
Applied Optoelectronics
—
—
—
$88.14
−9.90%
−26.09%
−35.04%
−39.54%
+152.62%
+122.58%
+224.88%
+1014.29%
+1034.36%
+62.54%
10.68M
7.07B
-151.70
-18.0
-2.56
18.47
+0.70
15.60
2.8
+2.66
7.15
2.12
+1.99
72.83
50.67
+0.79
-36.43
-76.38
+0.11
-16.95
-11.14
-0.54
0.00%
0.00%
—
INTC
Intel
Information Technology
P/B, EV/EBITDA
Capex-heavy IDM — P/E broken by D&A; P/B replacement value, EBITDA positive
$86.30
−5.86%
−18.16%
−32.75%
+1.54%
+103.11%
+119.15%
+316.91%
+158.84%
+75.61%
+11.92%
148.83M
435.3B
-43.55
94.4
-0.22
42.86
-0.08
8.16
3.0
+3.30
5.32
2.17
+3.03
49.92
12.17
+5.40
31.55
11.32
+2.21
166.44
-4.68
+4.16
0.00%
2.35%
-1.80
ARME
Arm Holdings
Information Technology
P/S, EV/EBITDA
IP-licensing model pre-margin-maturity — P/S the primary lens
$244.74
−8.11%
−15.53%
−26.78%
+13.37%
+113.32%
+113.32%
+49.99%
+284.87%
—
—
5.78M
261.4B
307.20
348.2
-0.13
79.58
-0.84
56.23
37.9
+1.46
33.39
22.53
+1.44
137.65
237.33
-0.75
182.21
156.49
+0.33
283.65
230.09
+0.30
0.00%
0.00%
—
DVAE-6
DaVita
Health Care
P/E, P/FCF
Health services — earnings + FCF both informative
$239.46
+1.33%
+0.92%
+10.33%
+59.59%
+122.73%
+109.12%
+64.95%
+132.98%
+101.21%
+15.01%
542.1K
15.37B
22.60
20.8
+0.11
13.90
-0.42
1.13
0.9
+1.67
-20.63
7.05
-1.25
8.05
8.64
-0.68
8.00
5.76
+1.94
10.86
9.36
+0.56
0.00%
0.00%
—
AMDE-6
Advanced Micro Devices
Information Technology
Fwd P/E, EV/EBITDA
Fabless accelerator growth — fwd earnings + EBITDA cross-check
$454.62
−8.15%
−16.50%
−12.84%
+35.86%
+80.90%
+103.44%
+173.09%
+309.75%
+341.59%
+34.59%
35.83M
741.3B
171.31
-67.5
+0.20
33.00
+0.08
22.72
8.6
+4.00
13.20
11.59
+0.19
43.69
45.60
-0.13
88.56
24.01
+0.17
100.45
65.38
+0.27
0.00%
0.00%
—
ASXE-1
ASE Technology Holding
—
—
—
$33.93
−7.17%
−15.20%
−14.77%
+11.09%
+72.83%
+103.27%
+226.39%
+372.73%
+403.47%
+38.16%
8.86M
74.44B
54.69
16.3
+3.73
17.44
+0.11
3.72
1.0
+4.35
7.37
2.10
+4.46
12.99
6.87
+2.86
16.10
6.10
+4.08
-213.15
9.80
-4.05
0.84%
3.14%
-1.56
HUTE-6
Hut 8 Corp.
—
—
—
$101.14
−3.30%
−7.19%
−17.79%
+33.59%
+79.36%
+97.27%
+396.27%
+457.25%
+346.53%
+34.89%
4.65M
11.39B
-37.80
3.1
-2.20
-40.29
-2.33
43.54
10.0
+3.58
8.97
2.67
+3.49
327.86
394.65
-0.03
-91.92
-36.48
-0.50
-37.76
-27.18
-0.12
0.00%
0.00%
—
MRVL
Marvell Technology
Information Technology
EV/EBITDA, P/S
AI-cycle ramp — EBITDA stabler than P/E, P/S frames trajectory
$174.47
−7.77%
−16.10%
−34.58%
+10.30%
+113.53%
+95.46%
+135.60%
+177.71%
+194.71%
+24.13%
28.38M
156.59B
66.37
-86.9
+1.20
27.96
+0.90
19.51
9.6
+2.32
9.34
3.60
+3.05
54.85
48.91
+0.28
84.37
44.54
+1.87
104.18
55.28
+1.75
0.12%
0.58%
-1.34
FTNTE
Fortinet, Inc.
Information Technology
P/E, P/FCF
Cash-rich security software — both lenses informative
$149.98
−1.58%
−5.14%
−0.91%
+75.07%
+80.55%
+92.58%
+43.08%
+91.89%
+173.48%
+22.29%
6.01M
109.88B
58.87
57.9
+0.04
43.78
-0.54
15.73
10.4
+1.90
113.00
182.12
-0.09
24.52
41.90
-1.31
40.36
26.89
+2.14
46.47
31.39
+1.88
0.00%
0.00%
—
HPE
Hewlett Packard Enterprise
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$45.59
−5.40%
−2.42%
+4.30%
+59.76%
+115.34%
+90.39%
+124.50%
+185.42%
+260.89%
+29.26%
19.1M
60.37B
44.85
-34.1
+0.54
11.38
+0.31
1.62
0.7
+4.90
2.50
1.08
+5.54
10.01
6.71
+2.34
10.74
6.22
+1.84
17.12
104.15
-0.19
1.14%
2.99%
-2.33
NBIS
Nebius Group
Information Technology
P/S, EV/EBITDA
Pre-profit AI cloud build-out — P/S the primary lens, EBITDA cross-check
$169.69
−9.68%
−21.77%
−29.38%
+17.06%
+85.53%
+88.65%
+230.33%
—
—
—
28.4M
43.08B
62.65
49.7
+0.17
-105.17
-2.00
47.14
18.7
+1.25
6.58
4.68
+1.28
5381.40
344.57
+3.96
76.77
43.30
+0.83
-190.30
-280.30
+0.07
0.00%
0.00%
—
DDOG
Datadog
Information Technology
P/S, EV/EBITDA
Growth observability SaaS — P/S sets level, EBITDA cross-checks
$250.88
−0.39%
−1.53%
+4.63%
+89.12%
+83.61%
+87.55%
+67.43%
+128.34%
+125.55%
+17.67%
3.85M
89.3B
658.82
4915.8
-0.16
86.91
-0.18
22.22
21.1
+0.10
22.03
22.52
-0.03
354.89
2505.25
-0.64
80.88
148.93
-0.47
84.86
191.81
-0.41
0.00%
0.00%
—
MPCE-6
Marathon Petroleum
Energy
P/E, EV/EBITDA
Cyclical refining — earnings + EBITDA, crack-spread driven
$306.05
−2.02%
−4.29%
+20.46%
+35.21%
+78.95%
+86.97%
+81.87%
+158.67%
+516.13%
+43.86%
1.48M
89.35B
20.21
6.5
+0.67
11.02
+0.22
0.67
0.4
+3.37
5.41
2.06
+3.70
9.59
13.81
-0.14
9.67
6.47
+0.91
16.00
13.17
+0.06
1.24%
3.05%
-1.15
VLOE-1
Valero Energy
Energy
P/E, EV/EBITDA
Cyclical refining — earnings + EBITDA, crack-spread driven
$298.88
−1.98%
−5.06%
+15.23%
+26.04%
+64.85%
+82.77%
+115.91%
+164.98%
+421.25%
+39.13%
2.46M
88.75B
21.97
-31.7
+0.23
11.90
+0.19
0.72
0.3
+4.13
3.76
1.84
+4.10
8.62
9.98
-0.13
14.39
8.56
+0.92
16.24
8.58
+0.54
1.52%
3.93%
-1.55
MRNAE-2
Moderna
Health Care
P/E, P/FCF
Profitable biotech — earnings + FCF; pre-profit names get P/S overrides
$55.81
+0.31%
−6.46%
−17.04%
+14.59%
+16.28%
+80.83%
+63.41%
−55.86%
−83.85%
−30.56%
5.55M
22.14B
-6.64
-2.5
-0.11
-13.34
-0.30
9.65
45.2
-0.41
2.90
5.89
-0.47
50.34
36.26
+0.66
-14.57
-9.17
-0.13
-13.32
-2.02
-0.38
0.00%
0.00%
—
FLEXE
Flex Ltd.
Information Technology
Fwd P/E, EV/EBITDA
AI server EMS ramp — fwd P/E catches mix shift, EBITDA neutralizes thin margins
$113.28
−2.40%
−11.08%
−22.78%
+25.75%
+77.69%
+77.89%
+126.61%
+429.30%
+758.99%
+53.74%
10.97M
41.5B
50.83
16.8
+0.69
16.35
-0.01
1.55
0.4
+3.53
8.42
2.26
+3.73
12.72
7.34
+2.45
26.30
5.15
+0.96
42.13
10.27
+1.72
0.00%
0.00%
—
PANW
Palo Alto Networks
Information Technology
Fwd P/E, P/FCF
Mature cybersec with real FCF — earnings now legit too
$319.00
+0.53%
−6.77%
+4.87%
+74.41%
+73.16%
+77.84%
+56.93%
+161.67%
+379.70%
+36.83%
6.36M
259.98B
266.34
31.0
+0.54
77.33
+0.11
24.82
10.6
+4.21
9.51
54.45
-0.52
78.89
90.93
-0.31
61.51
28.65
+3.65
68.37
31.55
+3.97
0.00%
0.00%
—
AMAT
Applied Materials
Information Technology
Fwd P/E, EV/EBITDA
Cyclical WFE — fwd P/E forward-looking, EBITDA controls cycle
$476.46
−7.82%
−15.60%
−23.99%
+17.83%
+49.52%
+77.65%
+158.47%
+257.99%
+261.42%
+29.30%
9.82M
378.29B
50.39
20.5
+3.78
28.19
+0.97
14.67
4.9
+4.08
17.81
8.04
+3.73
35.89
15.35
+3.56
53.60
19.18
+4.36
80.19
23.28
+4.71
0.36%
1.04%
-1.55
005930.KSE
Samsung Electronics
—
—
—
202,500.00 KRW
−7.95%
−15.06%
−35.20%
−2.00%
+51.83%
+71.56%
+256.02%
+225.26%
+207.48%
+25.19%
30.13M
1329.73T
20.00
15.1
+0.74
3.10
-1.80
3.72
1.6
+3.20
3.47
1.55
+3.19
7.11
5.24
+0.92
15.28
7.80
+2.58
29.48
16.43
+0.37
0.67%
2.24%
-2.46
BE
Bloom Energy
—
—
—
$166.84
−11.34%
−26.26%
−33.80%
−28.91%
+19.50%
+69.05%
+385.85%
+849.57%
+670.62%
+50.44%
23.55M
47.46B
-3278.19
-12.5
-1.49
36.70
+0.02
21.46
4.5
+2.66
57.03
14.29
+0.32
172.71
562.63
-1.17
198.74
8.76
+1.47
258.40
37.39
+1.41
0.00%
0.00%
—
LITE
Lumentum
Information Technology
P/E, P/FCF
Mature comms hardware — earnings + FCF both informative
$651.93
−8.43%
−22.16%
−20.20%
−24.17%
+96.10%
+68.85%
+523.74%
+1157.34%
+679.08%
+50.77%
5.57M
50.72B
141.61
10.5
+0.56
35.52
+0.11
21.98
4.7
+3.37
18.40
6.07
+1.41
133.34
122.99
+0.06
162.25
43.38
+2.17
643.86
-34.04
+2.07
0.00%
0.00%
—
NTAP
NetApp
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$174.53
+2.79%
+5.29%
+14.83%
+61.43%
+78.08%
+65.26%
+69.22%
+132.73%
+147.52%
+19.87%
2.6M
34.19B
26.38
31.4
-0.09
17.74
-0.25
4.75
2.9
+2.75
24.34
21.77
+0.32
10.85
11.56
-0.32
16.15
13.04
+1.45
17.86
15.04
+1.16
1.24%
2.46%
-1.47
FIX
Comfort Systems USA
Industrials
P/E, EV/EBITDA
Project-based E&C — earnings + EBITDA, backlog-driven
$1,626.32
−6.02%
−8.30%
−12.29%
−9.31%
+44.37%
+62.19%
+136.66%
+897.17%
+2119.19%
+85.88%
671.3K
57.24B
42.65
23.5
+1.95
26.81
+0.33
5.43
1.6
+2.80
18.97
6.48
+2.56
33.96
13.33
+4.00
24.00
17.18
+0.77
28.35
20.52
+0.74
0.15%
0.51%
-1.43
CRWD
CrowdStrike
Information Technology
P/S, EV/EBITDA
Hyper-growth security — GAAP P/E distorted by SBC, P/S the lens
$181.80
+0.94%
−4.89%
+3.72%
+59.96%
+55.28%
+60.32%
+55.41%
+381.91%
+179.66%
+22.84%
8.39M
185.12B
-3891.30
-557.9
-2.56
116.34
+0.52
36.63
24.4
+0.99
40.27
31.94
+0.52
567.86
15514.86
-0.47
103.92
84.31
+0.47
132.09
119.55
+0.07
0.00%
0.00%
—
PSXE-7
Phillips 66
Energy
P/E, EV/EBITDA
Cyclical refining — earnings + EBITDA, crack-spread driven
$205.85
−0.95%
−3.02%
+19.92%
+26.35%
+48.91%
+60.10%
+70.37%
+115.80%
+232.49%
+27.16%
2.09M
82.53B
20.35
9.5
+0.44
10.85
+0.05
0.61
0.4
+2.69
2.91
1.83
+3.49
10.27
24.25
-0.42
33.21
9.59
+4.47
700.71
30.36
+5.32
2.36%
3.86%
-1.57
2308.TWE
Delta Electronics
—
—
—
1,430.00 TWD
−9.49%
−13.90%
−17.06%
−25.26%
+51.99%
+59.62%
+235.78%
+379.97%
+494.08%
+42.81%
14.76M
3.71T
65.98
27.7
+2.96
21.78
-0.45
7.79
2.5
+3.26
15.48
5.01
+3.15
27.96
14.28
+3.48
45.48
17.65
+3.08
87.48
42.35
+1.10
0.65%
2.47%
-1.77
TXN
Texas Instruments Incorporated
Information Technology
P/E, P/FCF
Mature analog cash compounder — earnings and FCF both clean
$277.07
−0.84%
−4.88%
−2.93%
+3.33%
+42.58%
+57.90%
+53.98%
+64.11%
+67.31%
+10.84%
10.13M
253.03B
42.53
26.4
+2.11
26.45
+0.00
13.12
9.2
+2.09
14.18
12.06
+0.79
29.27
18.84
+2.34
29.68
21.83
+1.52
48.03
54.51
-0.15
2.01%
2.60%
-1.69
NUE
Nucor
Materials
EV/EBITDA, P/B
Deeply cyclical steel — EBITDA + book, low P/E at peak is a trap
$265.62
+7.17%
+13.90%
+11.05%
+23.85%
+50.39%
+57.72%
+84.58%
+69.25%
+176.57%
+22.56%
2.57M
60.49B
24.53
13.2
+1.40
15.09
+0.23
1.65
1.0
+2.81
2.63
1.87
+1.90
9.14
6.29
+1.36
15.11
7.07
+2.84
106.70
3.31
+2.04
0.90%
1.98%
-1.25
FFIV
F5, Inc.
Information Technology
P/E, P/FCF
Mature comms hardware — earnings + FCF both informative
$403.46
−1.10%
−1.29%
+2.26%
+35.52%
+50.85%
+57.21%
+34.77%
+171.11%
+95.96%
+14.40%
1.61M
22.93B
32.20
27.2
+0.70
22.32
-0.69
6.90
4.4
+2.70
6.10
4.80
+0.97
15.97
15.08
+0.29
22.13
16.37
+1.67
23.34
17.59
+1.72
0.00%
0.00%
—
CFE-7
CF Industries
Materials
EV/EBITDA, P/B
Cyclical fertilizer — EBITDA + book, commodity cycle
$122.92
+2.62%
−0.03%
+16.29%
−0.17%
+35.39%
+54.85%
+34.57%
+66.56%
+186.88%
+23.46%
1.77M
18.88B
11.24
16.5
-0.57
11.12
-0.58
2.59
2.1
+1.12
3.60
3.21
+0.48
6.49
7.30
-0.31
7.26
6.14
+0.75
11.92
11.11
+0.09
1.60%
2.37%
-1.09
TER
Teradyne
Information Technology
Fwd P/E, EV/EBITDA
Cyclical ATE — fwd P/E catches AI-test capex inflection, EBITDA controls cycle
$320.65
−4.22%
−14.27%
−26.60%
−20.21%
+38.47%
+54.61%
+256.60%
+181.92%
+160.22%
+21.08%
5.5M
50.2B
64.76
32.3
+2.10
31.11
-0.08
14.47
6.1
+3.00
17.42
7.57
+3.14
39.99
20.66
+2.20
70.91
26.96
+3.13
99.71
36.31
+3.01
0.14%
0.47%
-1.61
CASY
Casey's
Consumer Staples
P/E, P/FCF
Thin-margin food retail — earnings + FCF both informative
$856.86
+0.41%
−0.16%
+10.05%
+6.58%
+39.07%
+54.29%
+63.06%
+239.63%
+345.89%
+34.85%
388.81K
31.71B
44.95
24.8
+2.97
36.35
+1.70
1.81
0.8
+3.40
8.05
4.04
+3.84
21.90
12.55
+3.53
23.26
12.18
+3.28
44.41
26.94
+0.50
0.26%
0.64%
-2.12
VRTE
Vertiv Holdings
Industrials
P/E, EV/EBITDA
Industrial electrical — earnings + EBITDA both informative
$269.56
−6.27%
−11.47%
−11.31%
−16.38%
+48.81%
+53.57%
+96.30%
+953.50%
+862.85%
+57.29%
7.98M
103.54B
72.89
129.9
-0.17
30.53
-0.29
10.28
3.5
+2.48
26.26
10.69
+1.87
40.91
22.26
+2.40
44.18
41.89
+0.01
49.91
-20.20
+0.29
0.07%
0.05%
+0.37
CSCO
Cisco
Information Technology
P/E, Div yield
Mature networking with payout — earnings + yield, classic AISC L6 mature lens
$115.58
+0.88%
+3.03%
+1.97%
+31.44%
+51.46%
+53.39%
+71.75%
+137.70%
+141.37%
+19.27%
27.16M
455.55B
37.22
37.4
-0.00
24.12
-0.11
7.41
4.2
+3.98
9.21
5.34
+3.95
21.61
13.42
+2.88
34.90
15.76
+4.08
38.57
16.72
+4.14
1.45%
2.83%
-3.03
IRME-7
Iron Mountain
Real Estate
EV/EBITDA, Div yield
REIT — depreciation buries earnings, EBITDA + yield are the gauges
$125.70
−1.02%
+0.11%
−5.09%
+12.25%
+35.97%
+53.28%
+30.85%
+124.12%
+251.62%
+28.59%
890.55K
37.4B
140.89
97.2
+0.34
46.98
-0.38
5.27
3.3
+1.82
-31.41
34.34
-0.29
18.79
15.76
+0.99
25.89
16.60
+1.53
-60.51
36.98
-0.63
2.57%
5.28%
-1.27
CNC
Centene Corporation
Health Care
P/E, P/FCF
Managed-care payor — earnings + FCF, medical-loss-ratio driven
$63.91
−0.27%
−5.44%
−2.77%
+46.92%
+38.09%
+52.97%
+125.11%
−9.51%
−7.48%
−1.54%
12.19M
31.57B
-4.82
20.2
-1.78
13.87
-0.45
0.16
0.3
-1.24
1.46
1.57
-0.25
—
—
—
3.96
1.43
+0.03
4.42
23.22
-0.31
0.00%
0.00%
—
8035.TE-1
Tokyo Electron
—
—
—
49,860.00 JPY
−10.84%
−16.00%
−23.31%
+22.96%
+36.96%
+52.84%
+115.25%
+202.02%
+317.00%
+33.05%
4.22M
22.67T
50.09
23.4
+2.65
38.95
+1.54
11.66
4.7
+3.20
13.77
6.14
+3.30
23.49
14.88
+1.32
53.20
27.49
+2.12
86.81
38.55
+2.47
1.00%
2.56%
-1.39
QE-6
Qnity Electronics
Information Technology
Fwd P/E, EV/EBITDA
Cyclical WFE — fwd earnings forward-looking, EBITDA controls cycle
$127.89
−3.82%
−7.85%
−19.16%
−11.05%
+32.35%
+50.67%
—
—
—
—
2.78M
26.77B
43.56
35.9
+0.71
26.09
-0.92
5.71
5.1
+0.59
3.94
3.31
+0.65
19.23
17.28
+0.87
23.65
20.59
+0.66
31.63
27.33
+0.68
—
—
—
KLAC
KLA Corporation
Information Technology
Fwd P/E, P/FCF
WFE with steady FCF — both lenses informative
$190.80
−6.18%
−12.30%
−23.26%
+0.55%
+23.97%
+50.10%
+112.87%
+326.79%
+528.37%
+44.43%
16.46M
249.24B
59.51
26.0
+3.21
37.18
+1.07
21.02
7.6
+3.58
47.20
20.25
+2.67
33.26
17.28
+2.67
63.01
23.22
+3.79
69.12
25.52
+3.79
0.36%
1.31%
-1.44
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