50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PWR Quanta Services US$693.00n/aintrinsic discount 17.8%7D -11.7%3M The author hasn't set a fair value for PWR | ||||||
ZM Zoom Communications US$102.12n/aintrinsic discount 11.6%7D -2.9%3M The author hasn't set a fair value for ZM | ||||||
EMR Emerson Electric US$158.84n/aintrinsic discount 4.6%7D 7.3%3M The author hasn't set a fair value for EMR | ||||||
GE General Electric US$377.28n/aintrinsic discount 3.8%7D 23.4%3M The author hasn't set a fair value for GE | ||||||
CHTR Charter Communications US$153.07n/aintrinsic discount 9.4%7D -2.2%3M The author hasn't set a fair value for CHTR | ||||||
PH Parker-Hannifin US$992.65n/aintrinsic discount 0.2%7D 10.0%3M The author hasn't set a fair value for PH | ||||||
CEG Constellation Energy US$267.25n/aintrinsic discount 3.6%7D -14.1%3M The author hasn't set a fair value for CEG | ||||||
LMT Lockheed Martin US$589.33n/aintrinsic discount 1.4%7D 14.6%3M The author hasn't set a fair value for LMT | ||||||
DD DuPont de Nemours US$142.93n/aintrinsic discount 1.5%7D -4.8%3M The author hasn't set a fair value for DD | ||||||
HON Honeywell International US$248.79n/aintrinsic discount 0.7%7D -42.6%3M The author hasn't set a fair value for HON | ||||||
GD General Dynamics US$385.76n/aintrinsic discount -1.9%7D 11.1%3M The author hasn't set a fair value for GD | ||||||
ITW Illinois Tool Works US$295.06n/aintrinsic discount -0.03%7D 13.3%3M The author hasn't set a fair value for ITW | ||||||
WBD Warner Bros. Discovery US$25.79n/aintrinsic discount 0.6%7D -4.9%3M The author hasn't set a fair value for WBD | ||||||
META Meta Platforms US$587.94n/aintrinsic discount -0.9%7D -4.1%3M The author hasn't set a fair value for META | ||||||
APD Air Products and Chemicals US$294.71n/aintrinsic discount 0.6%7D -1.8%3M The author hasn't set a fair value for APD | ||||||
VZ Verizon Communications US$46.88n/aintrinsic discount -2.7%7D -1.2%3M The author hasn't set a fair value for VZ | ||||||
AEP American Electric Power Company US$128.35n/aintrinsic discount -3.5%7D -3.2%3M The author hasn't set a fair value for AEP | ||||||
KMI Kinder Morgan US$31.38n/aintrinsic discount -0.7%7D -0.6%3M The author hasn't set a fair value for KMI | ||||||
PEG Public Service Enterprise Group US$76.27n/aintrinsic discount -3.4%7D -3.9%3M The author hasn't set a fair value for PEG | ||||||
TMUS T-Mobile US US$177.21n/aintrinsic discount -2.4%7D -8.7%3M The author hasn't set a fair value for TMUS | ||||||
RIVN Rivian Automotive US$15.76n/aintrinsic discount -3.5%7D 11.1%3M The author hasn't set a fair value for RIVN | ||||||
DUK Duke Energy US$124.27n/aintrinsic discount -3.8%7D -1.0%3M The author hasn't set a fair value for DUK | ||||||
WM Waste Management US$225.25n/aintrinsic discount -5.9%7D 2.1%3M The author hasn't set a fair value for WM | ||||||
SPOT Spotify Technology US$478.17n/aintrinsic discount -6.5%7D 12.4%3M The author hasn't set a fair value for SPOT | ||||||
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
PWR Quanta Services 17.8%7D -11.7%3M | US$693.00 n/aintrinsic discount | The author hasn't set a fair value for PWR | PE 78.5x | E 17.3% | US$765.49 | |
JBL Jabil 12.2%7D -8.7%3M | US$340.00 n/aintrinsic discount | The author hasn't set a fair value for JBL | PE 41.3x | E 28.6% | US$441.44 | |
APH Amphenol 19.1%7D 23.7%3M | US$171.33 n/aintrinsic discount | The author hasn't set a fair value for APH | PE 41.1x | E 19.6% | US$198.06 | |
CAT Caterpillar 4.2%7D -5.4%3M | US$876.54 n/aintrinsic discount | The author hasn't set a fair value for CAT | PE 37.2x | E 15.3% | US$962.03 | |
BA Boeing 7.0%7D 3.1%3M | US$237.16 n/aintrinsic discount | The author hasn't set a fair value for BA | PE 89.7x | E 42.5% | US$273.35 | |
ZM Zoom Communications 11.6%7D -2.9%3M | US$102.12 n/aintrinsic discount | The author hasn't set a fair value for ZM | PE 14.5x | E -11.0% | US$115.00 | |
EMR Emerson Electric 4.6%7D 7.3%3M | US$158.84 n/aintrinsic discount | The author hasn't set a fair value for EMR | PE 36.5x | E 12.9% | US$163.48 | |
GE General Electric 3.8%7D 23.4%3M | US$377.28 n/aintrinsic discount | The author hasn't set a fair value for GE | PE 43.7x | E 9.6% | US$404.90 | |
CHTR Charter Communications 9.4%7D -2.2%3M | US$153.07 n/aintrinsic discount | The author hasn't set a fair value for CHTR | PE 3.7x | E -0.6% | US$184.41 | |
PINS 5.0%7D 20.9%3M | US$25.58 n/aintrinsic discount | The author hasn't set a fair value for PINS | PE 42.9x | E 22.6% | US$27.64 | |
PH Parker-Hannifin 0.2%7D 10.0%3M | US$992.65 n/aintrinsic discount | The author hasn't set a fair value for PH | PE 36x | E 9.6% | US$1,039.70 | |
HAL Halliburton 3.6%7D -19.9%3M | US$32.36 n/aintrinsic discount | The author hasn't set a fair value for HAL | PE 16.8x | E 14.0% | US$43.52 | |
IEX IDEX 5.9%7D 9.0%3M | US$237.89 n/aintrinsic discount | The author hasn't set a fair value for IEX | PE 33.8x | E 13.2% | US$248.43 | |
CEG Constellation Energy 3.6%7D -14.1%3M | US$267.25 n/aintrinsic discount | The author hasn't set a fair value for CEG | PE 25.2x | E 13.7% | US$351.24 | |
LMT Lockheed Martin 1.4%7D 14.6%3M | US$589.33 n/aintrinsic discount | The author hasn't set a fair value for LMT | PE 21.6x | E 8.4% | US$629.53 | |
DD DuPont de Nemours 1.5%7D -4.8%3M | US$142.93 n/aintrinsic discount | The author hasn't set a fair value for DD | PE 63.1x | E 20.0% | US$169.50 | |
HON Honeywell International 0.7%7D -42.6%3M | US$248.79 n/aintrinsic discount | The author hasn't set a fair value for HON | PE 9.5x | E -24.0% | US$263.11 | |
ROKU Roku 1.4%7D 16.3%3M | US$147.33 n/aintrinsic discount | The author hasn't set a fair value for ROKU | PE 108x | E 31.5% | US$158.41 | |
CMCSA Comcast 3.1%7D -5.7%3M | US$24.93 n/aintrinsic discount | The author hasn't set a fair value for CMCSA | PE 7.9x | E 0.7% | US$30.08 | |
GD General Dynamics -1.9%7D 11.1%3M | US$385.76 n/aintrinsic discount | The author hasn't set a fair value for GD | PE 23.2x | E 7.1% | US$417.98 | |
RTX RTX -0.3%7D 23.3%3M | US$217.93 n/aintrinsic discount | The author hasn't set a fair value for RTX | PE 38x | E 10.3% | US$230.68 | |
DE Deere -3.5%7D 4.3%3M | US$617.37 n/aintrinsic discount | The author hasn't set a fair value for DE | PE 34.8x | E 16.9% | US$648.03 | |
ITW Illinois Tool Works -0.03%7D 13.3%3M | US$295.06 n/aintrinsic discount | The author hasn't set a fair value for ITW | PE 26.6x | E 5.9% | US$298.48 | |
WBD Warner Bros. Discovery 0.6%7D -4.9%3M | US$25.79 n/aintrinsic discount | The author hasn't set a fair value for WBD | PS 1.7x | E 67.2% | US$29.82 | |
META Meta Platforms -0.9%7D -4.1%3M | US$587.94 n/aintrinsic discount | The author hasn't set a fair value for META | PE 22x | E 14.2% | US$756.95 | |
APD Air Products and Chemicals 0.6%7D -1.8%3M | US$294.71 n/aintrinsic discount | The author hasn't set a fair value for APD | PS 5.2x | E 44.6% | US$343.26 | |
ATR AptarGroup -1.2%7D 11.0%3M | US$136.18 n/aintrinsic discount | The author hasn't set a fair value for ATR | PE 23.9x | E 9.9% | US$170.14 | |
ECL Ecolab 0.08%7D 7.5%3M | US$283.14 n/aintrinsic discount | The author hasn't set a fair value for ECL | PE 37.7x | E 15.9% | US$324.67 | |
DIS Walt Disney -0.7%7D -9.1%3M | US$98.18 n/aintrinsic discount | The author hasn't set a fair value for DIS | PE 15.2x | E 6.1% | US$126.51 | |
VZ Verizon Communications -2.7%7D -1.2%3M | US$46.88 n/aintrinsic discount | The author hasn't set a fair value for VZ | PE 12x | E 9.4% | US$51.56 | |
AEP American Electric Power Company -3.5%7D -3.2%3M | US$128.35 n/aintrinsic discount | The author hasn't set a fair value for AEP | PE 22.2x | E 12.0% | US$145.14 | |
AES AES -1.0%7D 2.4%3M | US$14.68 n/aintrinsic discount | The author hasn't set a fair value for AES | PE 7.6x | E 6.2% | US$15.00 | |
XEL Xcel Energy -3.2%7D -3.5%3M | US$77.75 n/aintrinsic discount | The author hasn't set a fair value for XEL | PE 21.7x | E 12.5% | US$92.67 | |
UGI UGI -1.9%7D 3.3%3M | US$36.23 n/aintrinsic discount | The author hasn't set a fair value for UGI | PE 12.1x | E 8.4% | US$42.33 | |
KMI Kinder Morgan -0.7%7D -0.6%3M | US$31.38 n/aintrinsic discount | The author hasn't set a fair value for KMI | PE 20.3x | E 4.5% | US$35.62 | |
D Dominion Energy -2.0%7D 12.3%3M | US$69.22 n/aintrinsic discount | The author hasn't set a fair value for D | PE 24.3x | E 12.2% | US$71.00 | |
PEG Public Service Enterprise Group -3.4%7D -3.9%3M | US$76.27 n/aintrinsic discount | The author hasn't set a fair value for PEG | PE 18.9x | E 7.4% | US$88.24 | |
T AT&T -5.2%7D -8.6%3M | US$23.38 n/aintrinsic discount | The author hasn't set a fair value for T | PE 7.5x | E -1.0% | US$28.71 | |
TMUS T-Mobile US -2.4%7D -8.7%3M | US$177.21 n/aintrinsic discount | The author hasn't set a fair value for TMUS | PE 18x | E 15.2% | US$243.08 | |
VOD Vodafone Group -2.7%7D 0%3M | US$15.69 n/aintrinsic discount | The author hasn't set a fair value for VOD | PS 0.8x | E 41.2% | US$15.28 | |
SO Southern -3.6%7D -0.3%3M | US$93.25 n/aintrinsic discount | The author hasn't set a fair value for SO | PE 23x | E 10.1% | US$100.76 | |
BALL Ball -4.7%7D 8.1%3M | US$63.75 n/aintrinsic discount | The author hasn't set a fair value for BALL | PE 18x | E 8.9% | US$71.14 | |
RIVN Rivian Automotive -3.5%7D 11.1%3M | US$15.76 n/aintrinsic discount | The author hasn't set a fair value for RIVN | PS 3.9x | E 24.9% | US$19.23 | |
DUK Duke Energy -3.8%7D -1.0%3M | US$124.27 n/aintrinsic discount | The author hasn't set a fair value for DUK | PE 18.7x | E 8.1% | US$138.84 | |
WM Waste Management -5.9%7D 2.1%3M | US$225.25 n/aintrinsic discount | The author hasn't set a fair value for WM | PE 31.6x | E 10.9% | US$260.84 | |
LIN Linde -5.2%7D -3.4%3M | US$484.64 n/aintrinsic discount | The author hasn't set a fair value for LIN | PE 30.8x | E 9.3% | US$548.00 | |
CTAS Cintas -5.2%7D 20.2%3M | US$203.65 n/aintrinsic discount | The author hasn't set a fair value for CTAS | PE 40.9x | E 9.7% | US$215.38 | |
SPOT Spotify Technology -6.5%7D 12.4%3M | US$478.17 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 25.5x | E 9.8% | US$606.94 | |
RDDT -10.4%7D -4.0%3M | US$159.97 n/aintrinsic discount | The author hasn't set a fair value for RDDT | PE 35.3x | E 24.1% | US$216.35 | |
RBLX Roblox -25.3%7D -15.4%3M | US$37.00 n/aintrinsic discount | The author hasn't set a fair value for RBLX | PS 4.6x | E 26.6% | US$51.32 |