Price$336.91
- 1D+1.17%
- 1W+3.16%
- 1M+22.45%
- 3M+24.41%
- 6M+36.08%
- YTD+24.55%
- 1Y+58.24%
- 3Y+76.89%
- 5Y+138.40%
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$326.57
- 1D+2.34%
- 1W−7.06%
- 1M−4.56%
- 3M−4.54%
- 6M−0.44%
- YTD+3.70%
- 1Y+69.51%
- 3Y+175.62%
- 5Y+141.56%
Loading chart…
Best LensP/E, EV/EBITDA— Mature platform with steady earnings; EBITDA controls for AI-capex distortion
Price$196.51
- 1D−4.99%
- 1W−3.33%
- 1M+0.39%
- 3M−5.54%
- 6M+4.84%
- YTD+4.18%
- 1Y+13.26%
- 3Y+332.54%
- 5Y+911.07%
Loading chart…
Best LensP/E, EV/EBITDA— Fabless asset-light AI accelerator — earnings real, EBITDA cross-checks cycle
Price$389.10
- 1D+1.94%
- 1W−3.28%
- 1M+10.28%
- 3M−8.17%
- 6M−16.12%
- YTD−17.36%
- 1Y−23.23%
- 3Y+14.83%
- 5Y+41.65%
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-3
Schneider Electric
—
—
—
€265.60
−0.91%
—
—
—
—
—
—
—
—
—
826.05K
149.72B
36.73
26.3
+1.69
22.90
-0.55
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
—
—
—
367.80p
−4.22%
—
—
—
—
—
—
—
—
—
525.29K
786.35M
-15.66
-57.0
+0.61
-431.18
-5.51
—
—
—
6.95
5.80
+0.24
—
—
—
—
—
—
-40.95
-45.65
+0.09
0.00%
0.00%
—
CTRAE-7
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
—
—
—
€205.10
−9.65%
—
—
—
—
—
—
—
—
—
789.09K
16.24B
87.01
42.8
+1.56
31.72
-0.39
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
SNDK
Sandisk
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$1,278.23
−11.02%
−8.10%
−45.26%
+29.13%
+169.77%
+364.41%
+2939.06%
—
—
—
20.9M
189.29B
49.94
-3.9
+1.33
6.00
+0.24
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
$426.91
−2.42%
+11.98%
+4.44%
+97.89%
+271.60%
+237.10%
+236.85%
+741.54%
+866.96%
+57.43%
4.92M
275.84B
34.77
12.5
+2.17
19.54
+0.69
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
MU
Micron Technology
Information Technology
P/B, EV/EBITDA
Memory cycle — P/B the dial, EBITDA stays positive at trough
$900.20
−2.25%
+4.01%
−25.81%
+81.26%
+125.38%
+185.56%
+706.99%
+1307.11%
+1121.91%
+64.97%
46.86M
1.02T
20.85
13.8
+0.21
5.86
-0.24
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
STXE-1
Seagate Technology
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$816.99
−4.07%
+1.81%
−20.32%
+39.46%
+136.64%
+184.83%
+439.34%
+1377.01%
+995.11%
+61.40%
4.6M
184.85B
80.84
10.7
+2.36
28.69
+0.61
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
000660.KSE-1
SK Hynix
—
—
—
1,592,000.00 KRW
−12.33%
+2.95%
−37.74%
+48.51%
+138.17%
+168.78%
+519.22%
+1463.63%
+1580.03%
+75.82%
3.17M
1130.09T
16.65
9.6
+0.43
3.53
-0.37
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
WDC
Western Digital
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$497.92
−4.21%
+2.15%
−26.28%
+23.28%
+110.79%
+165.47%
+623.37%
+1628.75%
+941.82%
+59.79%
6.13M
171.62B
31.03
-2.1
+0.56
26.85
+0.49
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
—
—
—
$21.49
+1.08%
+8.32%
+9.36%
+92.22%
+112.14%
+163.04%
+279.68%
−68.86%
−89.06%
−35.76%
5.67M
1.72B
-3.23
-7.3
+0.39
-18.02
-1.05
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%
—
AAOI
Applied Optoelectronics
—
—
—
$97.82
−2.33%
−5.05%
−29.39%
−39.68%
+173.85%
+147.02%
+278.56%
+1104.68%
+1195.63%
+66.92%
6.59M
7.85B
-151.70
-18.0
-2.56
20.50
+0.74
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
$91.67
−0.70%
−5.55%
−31.01%
+11.06%
+103.39%
+132.78%
+305.08%
+180.31%
+88.76%
+13.55%
132.03M
462.38B
-43.55
94.4
-0.22
45.75
-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-2
Arm Holdings
Information Technology
P/S, EV/EBITDA
IP-licensing model pre-margin-maturity — P/S the primary lens
$266.33
+2.43%
−1.22%
−23.40%
+13.42%
+129.46%
+132.14%
+66.47%
+318.82%
—
—
5.03M
284.46B
307.20
348.2
-0.13
86.60
-0.82
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%
—
AMD
Advanced Micro Devices
Information Technology
Fwd P/E, EV/EBITDA
Fabless accelerator growth — fwd earnings + EBITDA cross-check
$494.95
−5.17%
−1.71%
−7.06%
+42.30%
+90.60%
+121.48%
+205.30%
+348.93%
+405.41%
+38.27%
31.64M
807.07B
171.31
-67.5
+0.20
36.07
+0.09
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-3
ASE Technology Holding
—
—
—
$36.55
−0.79%
−0.95%
−11.79%
+15.37%
+90.40%
+118.97%
+249.27%
+407.26%
+476.65%
+41.97%
6.83M
80.19B
54.69
16.3
+3.73
18.79
+0.24
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
MRVL
Marvell Technology
Information Technology
EV/EBITDA, P/S
AI-cycle ramp — EBITDA stabler than P/E, P/S frames trajectory
$189.17
−2.61%
−2.96%
−32.73%
+15.16%
+135.96%
+111.93%
+156.04%
+202.01%
+226.69%
+26.71%
21.52M
169.79B
66.37
-86.9
+1.20
30.31
+0.92
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
NBIS
Nebius Group
Information Technology
P/S, EV/EBITDA
Pre-profit AI cloud build-out — P/S the primary lens, EBITDA cross-check
$187.88
+0.06%
+2.88%
−26.79%
+27.67%
+98.81%
+108.87%
+260.20%
—
—
—
18.01M
47.7B
62.65
49.7
+0.17
-116.45
-2.15
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%
—
DVA
DaVita
Health Care
P/E, P/FCF
Health services — earnings + FCF both informative
$236.31
+0.37%
+0.94%
+10.76%
+55.62%
+118.56%
+106.37%
+63.23%
+124.01%
+98.85%
+14.74%
423.71K
15.17B
22.60
20.8
+0.11
13.72
-0.43
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%
—
HUT
Hut 8 Corp.
—
—
—
$104.59
−4.91%
+3.63%
−11.12%
+36.06%
+79.65%
+104.00%
+394.75%
+479.45%
+361.77%
+35.80%
3.97M
11.78B
-37.80
3.1
-2.20
-41.67
-2.41
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%
—
HPE
Hewlett Packard Enterprise
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$48.19
+1.05%
+8.15%
+3.15%
+71.63%
+131.08%
+101.25%
+139.85%
+202.76%
+283.85%
+30.87%
11.63M
63.81B
44.85
-34.1
+0.54
12.03
+0.32
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
005930.KSE-2
Samsung Electronics
—
—
—
226,500.00 KRW
−10.83%
+4.10%
−29.15%
+16.78%
+70.48%
+98.07%
+310.39%
+277.10%
+254.10%
+28.77%
16.46M
1487.33T
20.00
15.1
+0.74
3.47
-1.75
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
FTNTE-2
Fortinet, Inc.
Information Technology
P/E, P/FCF
Cash-rich security software — both lenses informative
$152.38
+0.01%
−4.98%
+1.63%
+80.67%
+86.65%
+95.66%
+45.44%
+96.11%
+180.43%
+22.90%
4.66M
111.64B
58.87
57.9
+0.04
44.48
-0.52
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%
—
AMAT
Applied Materials
Information Technology
Fwd P/E, EV/EBITDA
Cyclical WFE — fwd P/E forward-looking, EBITDA controls cycle
$516.89
−3.61%
−1.68%
−22.62%
+24.10%
+60.74%
+92.72%
+176.78%
+295.20%
+292.92%
+31.48%
7.99M
410.39B
50.39
20.5
+3.78
30.58
+1.27
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
MPC
Marathon Petroleum
Energy
P/E, EV/EBITDA
Cyclical refining — earnings + EBITDA, crack-spread driven
$312.35
+1.01%
−0.94%
+23.19%
+39.89%
+79.67%
+90.82%
+85.90%
+167.33%
+536.20%
+44.78%
2.37M
91.19B
20.21
6.5
+0.67
11.25
+0.23
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
BEE-1
Bloom Energy
—
—
—
$188.18
+1.78%
−4.51%
−39.14%
−18.60%
+29.88%
+90.68%
+469.21%
+982.12%
+751.49%
+53.47%
15.58M
53.53B
-3278.19
-12.5
-1.49
41.40
+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%
—
DDOG
Datadog
Information Technology
P/S, EV/EBITDA
Growth observability SaaS — P/S sets level, EBITDA cross-checks
$251.86
+2.03%
−4.31%
+13.99%
+94.52%
+93.54%
+88.28%
+71.85%
+129.17%
+125.98%
+17.71%
2.98M
89.65B
658.82
4915.8
-0.16
87.32
-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%
—
VLOE-3
Valero Energy
Energy
P/E, EV/EBITDA
Cyclical refining — earnings + EBITDA, crack-spread driven
$304.93
+0.80%
−2.67%
+19.55%
+29.90%
+64.76%
+86.47%
+122.84%
+175.41%
+434.48%
+39.83%
1.9M
90.54B
21.97
-31.7
+0.23
12.14
+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
LITE
Lumentum
Information Technology
P/E, P/FCF
Mature comms hardware — earnings + FCF both informative
$711.96
−6.69%
−7.00%
−17.40%
−19.25%
+109.90%
+84.39%
+592.23%
+1257.15%
+754.69%
+53.59%
3.71M
55.39B
141.61
10.5
+0.56
38.79
+0.12
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%
—
FLEXE-2
Flex Ltd.
Information Technology
Fwd P/E, EV/EBITDA
AI server EMS ramp — fwd P/E catches mix shift, EBITDA neutralizes thin margins
$116.07
−2.06%
−3.20%
−28.03%
+26.98%
+81.98%
+82.27%
+133.68%
+443.11%
+808.17%
+55.47%
6.56M
42.53B
50.83
16.8
+0.69
16.75
-0.00
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%
—
MRNAE-4
Moderna
Health Care
P/E, P/FCF
Profitable biotech — earnings + FCF; pre-profit names get P/S overrides
$55.63
+2.89%
−6.49%
−6.90%
+9.66%
+14.21%
+80.27%
+63.57%
−55.41%
−84.07%
−30.75%
4.83M
22.07B
-6.64
-2.5
-0.11
-13.24
-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%
—
2308.TWE-2
Delta Electronics
—
—
—
1,580.00 TWD
−9.97%
+2.93%
−3.04%
−12.66%
+66.43%
+77.30%
+265.25%
+448.68%
+559.88%
+45.85%
9.86M
4.1T
65.98
27.7
+2.96
24.06
-0.28
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
PANW
Palo Alto Networks
Information Technology
Fwd P/E, P/FCF
Mature cybersec with real FCF — earnings now legit too
$317.32
−2.00%
−8.99%
+8.27%
+77.73%
+76.11%
+76.91%
+57.75%
+162.19%
+376.62%
+36.66%
5.18M
258.62B
266.34
31.0
+0.54
76.93
+0.10
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%
—
FIX
Comfort Systems USA
Industrials
P/E, EV/EBITDA
Project-based E&C — earnings + EBITDA, backlog-driven
$1,730.42
−0.18%
+1.07%
−14.23%
+0.29%
+54.44%
+72.57%
+208.14%
+954.22%
+2280.31%
+88.51%
573.91K
60.9B
42.65
23.5
+1.95
29.06
+0.56
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
8035.TE-3
Tokyo Electron
—
—
—
55,960.00 JPY
−10.89%
−3.53%
−16.64%
+38.02%
+54.30%
+71.64%
+137.13%
+223.67%
+380.01%
+36.85%
2.11M
25.44T
50.09
23.4
+2.65
43.71
+2.01
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
VRTE-2
Vertiv Holdings
Industrials
P/E, EV/EBITDA
Industrial electrical — earnings + EBITDA both informative
$287.60
−0.95%
−1.40%
−11.66%
−11.07%
+57.67%
+63.85%
+120.00%
+1002.96%
+946.63%
+59.94%
4.28M
110.47B
72.89
129.9
-0.17
32.57
-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
PSX
Phillips 66
Energy
P/E, EV/EBITDA
Cyclical refining — earnings + EBITDA, crack-spread driven
$207.82
+0.51%
−0.47%
+20.99%
+28.54%
+49.11%
+61.64%
+72.90%
+121.39%
+233.70%
+27.25%
1.56M
83.32B
20.35
9.5
+0.44
10.95
+0.06
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
TERE-1
Teradyne
Information Technology
Fwd P/E, EV/EBITDA
Cyclical ATE — fwd P/E catches AI-test capex inflection, EBITDA controls cycle
$334.77
−4.33%
+0.30%
−29.07%
−19.90%
+46.19%
+61.42%
+267.49%
+201.62%
+179.62%
+22.83%
4.14M
52.41B
64.76
32.3
+2.10
32.55
+0.01
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
NTAP
NetApp
Information Technology
P/E, P/FCF
Mature tech hardware — earnings + FCF both informative
$169.80
+1.23%
+5.36%
+10.17%
+56.67%
+75.72%
+60.79%
+65.08%
+124.84%
+143.27%
+19.46%
1.71M
33.27B
26.38
31.4
-0.09
17.26
-0.26
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
KLACE-1
KLA Corporation
Information Technology
Fwd P/E, P/FCF
WFE with steady FCF — both lenses informative
$203.36
−3.40%
−2.04%
−21.42%
+5.23%
+34.77%
+59.98%
+126.36%
+363.44%
+577.93%
+46.63%
12.74M
265.64B
59.51
26.0
+3.21
39.63
+1.30
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
TXN
Texas Instruments Incorporated
Information Technology
P/E, P/FCF
Mature analog cash compounder — earnings and FCF both clean
$279.41
−0.06%
−1.64%
−10.39%
+1.33%
+46.22%
+59.23%
+54.69%
+69.54%
+71.41%
+11.38%
9.03M
255.17B
42.53
26.4
+2.11
26.68
+0.03
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
FFIVE
F5, Inc.
Information Technology
P/E, P/FCF
Mature comms hardware — earnings + FCF both informative
$407.96
+4.02%
−0.96%
+5.69%
+34.57%
+57.36%
+58.97%
+35.12%
+173.63%
+100.99%
+14.98%
1.61M
23.02B
32.20
27.2
+0.70
23.07
-0.58
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%
—
CRWD
CrowdStrike
Information Technology
P/S, EV/EBITDA
Hyper-growth security — GAAP P/E distorted by SBC, P/S the lens
$180.11
−1.73%
−9.26%
+6.16%
+60.77%
+59.22%
+58.83%
+55.93%
+386.55%
+173.33%
+22.27%
6.2M
183.4B
-3891.30
-557.9
-2.56
115.27
+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%
—
GLWE-1
Corning Inc.
Information Technology
P/E, EV/EBITDA
Cyclical components — earnings + EBITDA both informative
$143.36
−2.24%
−6.36%
−37.13%
−18.37%
+54.18%
+58.65%
+160.10%
+363.00%
+299.41%
+31.91%
12.88M
123.38B
70.39
59.7
+0.16
33.42
-0.38
8.15
2.8
+3.09
11.26
3.31
+3.18
31.46
14.40
+3.56
43.95
16.23
+2.68
85.15
50.28
+0.41
0.76%
2.53%
-2.32
LRCXE-2
Lam Research
Information Technology
Fwd P/E, EV/EBITDA
Cyclical WFE — fwd earnings + EBITDA cross-check, same as AMAT
$291.61
−4.46%
−4.94%
−27.43%
+8.98%
+34.06%
+57.88%
+199.88%
+386.67%
+383.76%
+37.07%
14.1M
364.68B
57.61
23.1
+3.15
35.65
+1.15
17.60
5.9
+3.38
36.06
12.23
+3.45
33.74
16.81
+2.35
55.18
21.80
+3.28
63.91
24.60
+3.34
0.33%
1.22%
-1.72
ALAB
Astera Labs, Inc.
Information Technology
Fwd P/E, P/S
AI-connectivity fabless ramp (PCIe/CXL retimers) — fwd P/E catches growth, P/S frames trajectory
$282.52
−3.11%
−8.60%
−29.02%
+32.74%
+66.52%
+57.34%
+132.18%
—
—
—
4.11M
48.43B
196.54
60.8
+0.70
62.35
+0.01
49.87
42.3
+0.47
33.43
17.63
+1.08
79.98
207.66
-1.23
137.77
110.90
+0.79
154.09
133.10
+0.52
0.00%
0.00%
—
ONE-7
ON Semiconductor Corporation
Information Technology
EV/EBITDA, P/E
Capex-heavy power semis — EBITDA normalizes D&A swings
$89.04
+2.57%
+2.70%
−25.01%
−9.51%
+43.66%
+57.04%
+60.61%
−8.49%
+140.26%
+19.16%
7.92M
34.65B
61.88
21.5
+0.47
20.50
-0.01
5.61
3.1
+1.91
4.66
3.81
+0.65
13.52
11.19
+0.78
24.50
13.63
+2.22
28.97
32.43
-0.14
0.00%
0.00%
—
Q
Qnity Electronics
Information Technology
Fwd P/E, EV/EBITDA
Cyclical WFE — fwd earnings forward-looking, EBITDA controls cycle
$132.97
−1.55%
−1.20%
−20.61%
−7.92%
+38.51%
+56.65%
—
—
—
—
1.46M
27.84B
43.56
35.9
+0.71
27.23
-0.82
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
—
—
—
IRM
Iron Mountain
Real Estate
EV/EBITDA, Div yield
REIT — depreciation buries earnings, EBITDA + yield are the gauges
$126.99
−1.03%
+2.22%
−3.11%
+10.19%
+37.73%
+54.85%
+32.95%
+126.05%
+255.31%
+28.86%
1.19M
37.78B
140.89
97.2
+0.34
47.47
-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
CASY
Casey's
Consumer Staples
P/E, P/FCF
Thin-margin food retail — earnings + FCF both informative
$853.38
−0.96%
−1.51%
+8.75%
+6.81%
+37.13%
+53.66%
+62.84%
+238.18%
+346.11%
+34.86%
281.76K
31.58B
44.95
24.8
+2.97
36.21
+1.68
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
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