Ticker | Company | Exchange | Industry | Zen Score | Market Cap | Price | 1d % | EBITDA | P/E | D/E |
---|---|---|---|---|---|---|---|---|---|---|
MSFT | MICROSOFT CORP | NASDAQ | Software - Infrastructure | $3.12T | $420.21 | -0.19% | $127.76B | 36.26x | 0.91 | |
AAPL | APPLE INC | NASDAQ | Consumer Electronics | $2.91T | $189.87 | 0.02% | $131.50B | 29.39x | 3.55 | |
NVDA | NVIDIA CORP | NASDAQ | Semiconductors | $2.31T | $924.79 | -1.99% | $35.58B | 76.75x | 0.53 | |
GOOGL | ALPHABET INC | NASDAQ | Internet Content & Information | $2.18T | $176.06 | 1.08% | $108.32B | 26.80x | 0.39 | |
AMZN | AMAZON COM INC | NASDAQ | Internet Retail | $1.92T | $184.70 | 0.58% | $98.55B | 50.74x | 1.45 | |
META | META PLATFORMS INC | NASDAQ | Internet Content & Information | $1.20T | $471.91 | -0.28% | $66.33B | 26.44x | 0.49 | |
BRK.B | BERKSHIRE HATHAWAY INC | NYSE | Insurance - Diversified | $899.27B | $416.94 | 0.92% | $108.02B | 12.32x | 0.86 | |
TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | NYSE | Semiconductors | $786.68B | $151.68 | -0.36% | $49.74B | 28.98x | 0.58 | |
LLY | ELI LILLY & CO | NYSE | Drug Manufacturers - General | $731.81B | $770.00 | -0.15% | $9.13B | 112.90x | 3.98 | |
AVGO | BROADCOM INC | NASDAQ | Semiconductors | $646.61B | $1,395.29 | -1.19% | $19.94B | 50.17x | 1.53 | |
NVO | NOVO NORDISK A S | NYSE | Biotechnology | $594.82B | $131.89 | -0.86% | $17.67B | 45.91x | 2.02 | |
JPM | JPMORGAN CHASE & CO | NYSE | Banks - Diversified | $588.09B | $204.79 | 1.15% | $68.97B | 12.34x | 11.15 | |
TSLA | TESLA INC | NASDAQ | Auto Manufacturers | $565.95B | $177.46 | 1.50% | $13.83B | 41.27x | 0.68 | |
V | VISA INC | NYSE | Credit Services | $563.00B | $280.10 | 0.09% | $23.95B | 31.33x | 1.28 | |
WMT | WALMART INC | NYSE | Discount Stores | $520.95B | $64.65 | 1.00% | $35.63B | 33.67x | 1.93 | |
UNH | UNITEDHEALTH GROUP INC | NYSE | Healthcare Plans | $482.86B | $524.63 | 0.64% | $28.33B | 31.62x | 2.16 | |
XOM | EXXON MOBIL CORP | NYSE | Oil & Gas Integrated | $471.74B | $119.64 | 1.50% | $69.19B | 14.66x | 0.80 | |
MA | MASTERCARD INC | NYSE | Credit Services | $427.87B | $460.27 | 0.31% | $15.76B | 36.47x | 4.87 | |
PG | PROCTER & GAMBLE CO | NYSE | Household & Personal Products | $395.65B | $167.64 | -0.13% | $22.82B | 26.65x | 1.38 | |
JNJ | JOHNSON & JOHNSON | NYSE | Drug Manufacturers - General | $372.17B | $154.64 | 0.23% | $49.47B | 10.13x | 1.46 | |
ASML | ASML HOLDING NV | NASDAQ | Semiconductor Equipment & Materials | $363.88B | $924.97 | 0.59% | $9.88B | 47.66x | 1.83 | |
COST | COSTCO WHOLESALE CORP | NASDAQ | Discount Stores | $352.94B | $795.81 | 0.35% | $11.77B | 51.95x | 2.20 | |
HD | HOME DEPOT INC | NYSE | Home Improvement Retail | $341.12B | $344.21 | 0.43% | $24.94B | 22.71x | 72.31 | |
ORCL | ORACLE CORP | NYSE | Software - Infrastructure | $339.44B | $123.50 | 1.10% | $20.83B | 31.75x | 23.28 | |
MRK | MERCK & CO INC | NYSE | Drug Manufacturers - General | $332.28B | $131.19 | 0.24% | $8.97B | 144.16x | 1.62 | |
BAC | BANK OF AMERICA CORP | NYSE | Banks - Diversified | $307.26B | $39.29 | 0.18% | $28.61B | 13.46x | 10.15 | |
CVX | CHEVRON CORP | NYSE | Oil & Gas Integrated | $300.45B | $162.67 | 0.98% | $46.29B | 14.90x | 0.62 | |
TM | TOYOTA MOTOR CORP | NYSE | Auto Manufacturers | $296.11B | $219.76 | 1.92% | $57.44B | 9.44x | 1.60 | |
ABBV | ABBVIE INC | NYSE | Drug Manufacturers - General | $293.88B | $166.42 | 1.26% | $17.85B | 49.38x | 17.59 | |
CRM | SALESFORCE INC | NYSE | Software - Application | $277.04B | $285.61 | 0.33% | $8.91B | 67.20x | 0.67 | |
KO | COCA COLA CO | NYSE | Beverages - Non-Alcoholic | $271.53B | $63.03 | -0.46% | $15.42B | 25.21x | 2.70 | |
NFLX | NETFLIX INC | NASDAQ | Entertainment | $267.67B | $621.10 | 1.73% | $22.81B | 42.19x | 1.29 | |
AMD | ADVANCED MICRO DEVICES INC | NASDAQ | Semiconductors | $265.84B | $164.47 | 1.14% | $4.17B | 238.36x | 0.21 | |
PEP | PEPSICO INC | NASDAQ | Beverages - Non-Alcoholic | $250.47B | $182.19 | -0.50% | $15.82B | 27.27x | 4.25 | |
AZN | ASTRAZENECA PLC | NASDAQ | Drug Manufacturers - General | $238.42B | $76.90 | -0.18% | $14.25B | 37.60x | 1.73 | |
SHEL | SHELL PLC | NYSE | Oil & Gas Integrated | $233.25B | $71.92 | 0.25% | $68.31B | 12.49x | 1.17 | |
TMO | THERMO FISHER SCIENTIFIC INC | NYSE | Diagnostics & Research | $227.24B | $595.30 | -0.31% | $11.37B | 38.04x | 1.13 | |
SAP | SAP SE | NYSE | Software - Application | $225.00B | $192.80 | 1.12% | $5.83B | 43.31x | 0.69 | |
BABA | ALIBABA GROUP HOLDING LTD | NYSE | Internet Retail | $218.73B | $88.54 | 2.12% | $18.27B | 20.26x | 0.66 | |
ADBE | ADOBE INC | NASDAQ | Software - Infrastructure | $216.58B | $483.43 | 0.11% | $7.22B | 45.95x | 0.86 | |
QCOM | QUALCOMM INC | NASDAQ | Semiconductors | $216.35B | $193.86 | 0.31% | $11.06B | 25.81x | 1.17 | |
WFC | WELLS FARGO & COMPANY | NYSE | Banks - Diversified | $212.94B | $61.08 | 0.03% | $27.91B | 12.59x | 9.82 | |
NVS | NOVARTIS AG | NYSE | Drug Manufacturers - General | $209.28B | $102.57 | -0.12% | N/A | 13.84x | 1.38 | |
LIN | LINDE PLC | NASDAQ | Specialty Chemicals | $207.90B | $432.52 | 0.66% | $12.20B | 33.27x | 1.03 | |
ACN | ACCENTURE PLC | NYSE | Information Technology Services | $203.63B | $303.59 | -1.43% | $11.50B | 27.20x | 0.86 | |
PDD | PDD HOLDINGS INC | NASDAQ | Internet Retail | $201.14B | $146.19 | 1.96% | $10.21B | 23.85x | 0.86 | |
DHR | DANAHER CORP | NYSE | Diagnostics & Research | $196.87B | $265.80 | 0.36% | $7.54B | 44.60x | 0.56 | |
MCD | MCDONALDS CORP | NYSE | Restaurants | $196.30B | $272.38 | -0.41% | $14.06B | 23.01x | -12.07 | |
CSCO | CISCO SYSTEMS INC | NASDAQ | Communication Equipment | $195.05B | $48.17 | -0.35% | $18.18B | 14.55x | 1.19 | |
TMUS | T-MOBILE US INC | NASDAQ | Telecom Services | $192.18B | $164.00 | 0.26% | $27.93B | 22.07x | 2.32 | |
DIS | WALT DISNEY CO | NYSE | Entertainment | $188.23B | $103.25 | -0.12% | $9.57B | 111.02x | 0.92 | |
INTU | INTUIT INC | NASDAQ | Software - Application | $185.12B | $661.18 | 1.20% | $4.46B | 66.92x | 0.76 | |
ABT | ABBOTT LABORATORIES | NYSE | Medical Devices | $181.08B | $104.09 | -0.74% | $10.41B | 32.23x | 0.86 | |
TXN | TEXAS INSTRUMENTS INC | NASDAQ | Semiconductors | $177.56B | $195.02 | 0.03% | $8.49B | 30.14x | 1.05 | |
AMAT | APPLIED MATERIALS INC | NASDAQ | Semiconductor Equipment & Materials | $176.22B | $212.08 | -0.91% | $8.78B | 24.78x | 0.81 | |
GE | GENERAL ELECTRIC CO | NYSE | Specialty Industrial Machinery | $175.02B | $159.89 | -0.76% | $7.94B | 51.74x | 4.45 | |
TTE | TOTALENERGIES SE | NYSE | Oil & Gas Integrated | $174.69B | $73.19 | 1.44% | $50.21B | 8.21x | 1.37 | |
AXP | AMERICAN EXPRESS CO | NYSE | Credit Services | $174.66B | $242.82 | 0.62% | $13.13B | 19.97x | 8.36 | |
CAT | CATERPILLAR INC | NYSE | Farm & Heavy Construction Machinery | $174.31B | $356.27 | 1.58% | $16.67B | 16.00x | 3.75 | |
HSBC | HSBC HOLDINGS PLC | NYSE | Banks - Diversified | $171.59B | $44.54 | 0.25% | $32.79B | 7.75x | 15.36 | |
VZ | VERIZON COMMUNICATIONS INC | NYSE | Telecom Services | $168.62B | $40.06 | -0.47% | $39.77B | 14.95x | 3.02 | |
AMGN | AMGEN INC | NASDAQ | Drug Manufacturers - General | $167.62B | $312.47 | -0.71% | $12.07B | 44.38x | 17.52 | |
MS | MORGAN STANLEY | NYSE | Capital Markets | $162.87B | $100.22 | 0.64% | $16.60B | 18.06x | 11.38 | |
PFE | PFIZER INC | NYSE | Drug Manufacturers - General | $162.29B | $28.64 | -0.97% | $4.69B | -572.80x | 1.39 | |
NOW | SERVICENOW INC | NYSE | Software - Application | $156.84B | $765.05 | 0.93% | $1.81B | 81.13x | 1.16 | |
NEE | NEXTERA ENERGY INC | NYSE | Utilities - Regulated Electric | $156.33B | $76.09 | -0.42% | $16.76B | 20.68x | 2.48 | |
BHP | BHP GROUP LTD | NYSE | Other Industrial Metals & Mining | $155.70B | $61.47 | 2.42% | $20.62B | 21.05x | 1.31 | |
IBM | INTERNATIONAL BUSINESS MACHINES CORP | NYSE | Information Technology Services | $155.27B | $169.03 | 0.04% | $14.86B | 18.84x | 4.89 | |
PM | PHILIP MORRIS INTERNATIONAL INC | NYSE | Tobacco | $155.19B | $99.83 | -0.82% | $13.15B | 19.50x | -7.17 | |
CMCSA | COMCAST CORP | NASDAQ | Telecom Services | $154.08B | $39.27 | -0.25% | $38.82B | 10.39x | 2.19 | |
GS | GOLDMAN SACHS GROUP INC | NYSE | Capital Markets | $150.82B | $467.72 | 0.69% | $16.50B | 18.12x | 13.33 | |
RY | ROYAL BANK OF CANADA | NYSE | Banks - Diversified | $150.39B | $106.79 | 0.75% | $13.89B | 13.45x | 15.96 | |
UNP | UNION PACIFIC CORP | NYSE | Railroads | $149.46B | $244.97 | -0.38% | $11.90B | 23.35x | 3.29 | |
SCHW | SCHWAB CHARLES CORP | NYSE | Capital Markets | $144.02B | $78.78 | 0.95% | $7.45B | 32.83x | 10.05 | |
COP | CONOCOPHILLIPS | NYSE | Oil & Gas E&P | $142.34B | $121.71 | 1.57% | $24.87B | 13.75x | 0.93 | |
ISRG | INTUITIVE SURGICAL INC | NASDAQ | Medical Instruments & Supplies | $141.46B | $398.82 | 0.60% | $2.53B | 70.71x | 0.13 | |
NKE | NIKE INC | NYSE | Footwear & Accessories | $139.13B | $92.18 | 0.45% | $6.96B | 26.80x | 1.63 | |
MU | MICRON TECHNOLOGY INC | NASDAQ | Semiconductors | $138.74B | $125.29 | -2.03% | $4.06B | -36.42x | 0.50 | |
RTX | RTX CORP | NYSE | Aerospace & Defense | $138.51B | $104.18 | -0.06% | $9.50B | 41.02x | 1.62 | |
SPGI | S&P GLOBAL INC | NYSE | Financial Data & Stock Exchanges | $138.26B | $441.88 | 0.88% | $5.13B | 49.43x | 0.65 | |
UL | UNILEVER PLC | NYSE | Household & Personal Products | $138.05B | $54.75 | 1.26% | $12.29B | 19.53x | 3.01 | |
UBER | UBER TECHNOLOGIES INC | NYSE | Software - Application | $137.22B | $65.67 | -0.58% | $2.98B | 95.17x | 2.45 | |
BUD | ANHEUSER-BUSCH INBEV SA | NYSE | Beverages - Brewers | $136.14B | $67.42 | 1.43% | $19.12B | 25.44x | 1.55 | |
INTC | INTEL CORP | NASDAQ | Semiconductors | $135.50B | $31.83 | -0.62% | $10.42B | 33.16x | 0.77 | |
HON | HONEYWELL INTERNATIONAL INC | NASDAQ | Conglomerates | $134.12B | $205.97 | -0.31% | $9.24B | 23.70x | 2.95 | |
LOW | LOWES COMPANIES INC | NYSE | Home Improvement Retail | $132.24B | $231.11 | -0.50% | $13.98B | 17.47x | -3.78 | |
ETN | EATON CORP PLC | NYSE | Specialty Industrial Machinery | $132.03B | $330.24 | 0.02% | $5.11B | 38.85x | 1.00 | |
UPS | UNITED PARCEL SERVICE INC | NYSE | Integrated Freight & Logistics | $127.68B | $149.24 | -0.28% | $11.81B | 21.60x | 3.00 | |
SYK | STRYKER CORP | NYSE | Medical Devices | $127.50B | $334.68 | 0.21% | $4.32B | 37.82x | 1.06 | |
ELV | ELEVANCE HEALTH INC | NYSE | Healthcare Plans | $127.30B | $547.71 | 0.70% | $10.70B | 20.56x | 1.75 | |
MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | NYSE | Banks - Diversified | $127.26B | $10.03 | 2.77% | $6.89B | 29.16x | 23.17 | |
BKNG | BOOKING HOLDINGS INC | NASDAQ | Travel Services | $125.82B | $3,708.35 | -0.71% | $7.72B | 27.26x | -7.84 | |
T | AT&T INC | NYSE | Telecom Services | $124.76B | $17.40 | 0.58% | $43.56B | 9.35x | 2.69 | |
SNY | SANOFI | NASDAQ | Drug Manufacturers - General | $123.12B | $48.67 | -0.31% | $14.09B | 21.01x | 0.70 | |
PGR | PROGRESSIVE CORP | NYSE | Insurance - Property & Casualty | $122.54B | $209.22 | 1.07% | $7.84B | 21.35x | 3.32 | |
C | CITIGROUP INC | NYSE | Banks - Diversified | $122.21B | $64.07 | -0.11% | $15.69B | 18.57x | 10.77 | |
BLK | BLACKROCK INC | NYSE | Asset Management | $120.70B | $812.22 | 0.56% | $8.19B | 20.45x | 2.07 | |
RIO | RIO TINTO LTD | NYSE | Other Industrial Metals & Mining | $119.77B | $73.61 | 2.36% | $20.19B | 11.87x | 0.87 | |
LRCX | LAM RESEARCH CORP | NASDAQ | Semiconductor Equipment & Materials | $119.24B | $912.07 | -3.27% | $4.43B | 33.36x | 1.28 | |
VRTX | VERTEX PHARMACEUTICALS INC | NASDAQ | Biotechnology | $114.89B | $445.21 | 1.04% | $5.01B | 28.58x | 0.29 |
"He who lives by the crystal ball is destined to eat ground glass" Ray Dalio
At WallStreetZen, we incorporate analyst ratings and analyst stock forecasts into our fundamental analysis model and due diligence checks.
We have a stock forecast section on every company that shows analyst price targets, analyst stock predictions related to revenue and earnings, and analyst stock ratings.
However, it's important to understand the limitations of Wall Street analyst forecasts so you can make informed decisions.
Sell-side analysts have a strong bias towards giving a "buy" recommendation.
After all, the way stock investing worked for most of its history was that a firm's stockbrokers would sell stocks and earn a commission, while offering research from their firm's own equity analysts. While there are regulations designed to keep the analysis and sales sides of firms separate, the natural incentive for analysts is to lean towards buy, rather than sell recommendations.
While most individual investors no longer use individual stock brokers to buy stocks, the same banks that publish analyst research and ratings are still the same banks that provide investment services to institutional investors and retail investors alike.
A study by S&P Global Market Intelligence found that during a typical quarterly earnings season, ⅔ of the companies on the S&P500 published earnings per share guidance that was higher than the consensus estimates among analysts.
Why is that? After all, if analysts estimates were completely unbiased, you would expect that this rate should be somewhere closer to 50%. Why would this number consistently hover around 67%, like some rule of nature?
It turns out you just need to look at incentives to understand what's going on. Because a company's share price often goes up if they beat their earnings guidance, companies usually offer earnings guidance that they can "beat" - in other words, their incentives are to under promise and over deliver.
Analysts are offering stock forecasts that optimize for their own track record of making winning bets.
While analyst research can offer useful insights into a company or an industry, take their stock forecasts and predictions as just a single data point to incorporate into a comprehensive research process.
We incorporate analyst forecasts as a data point to help you make better long-term investment decisions, but they should be taken with a grain of salt.
Analysts follow companies closely and so they may have some insights into the future earnings and revenues of a company. Most models for calculating the intrinsic value of a company require some form of forecasting and attempting to project a company's prospects for growth, so some amount of trying to look into the future and make predictions is required for creating relatively accurate valuation models.
However, you should not make investments by blindly following analyst recommendations.
In fact, if you don't have the time or knowledge to do your own research into a company's numbers, you should take Warren Buffett's advice and simply invest in index funds that track the market:
"Over the years, I've often been asked for investment advice, and in the process of answering I've learned a good deal about human behavior. My regular recommendation has been a low-cost S&P 500 index fund."
Here at WallStreetZen, we've seen no evidence to contradict Warren Buffett's assertion that the vast majority of investors (both part-time and professional) will get better returns investing in index funds, rather than attempting to pick individual stocks.
However, our mission is to help those part-time investors by providing easy to use tools and education to make understanding those numbers easier. Our mission is to support those investors who are passionate about understanding the fundamentals, and helping those investors who strive to learn and improve their mental models.
The financial media likes to obsess about the stock market's future. They provide minute by minute coverage of every fluctuation in the markets like it's a competitive sport.
If you watch/read Bloomberg CNBC Money, or any other financial news outlet - you'll be bombarded with pundits flashing authoritative credentials, pontificating on the direction of the markets.
This might lead you to believe that the best path to stock market investing success is to try to guess which way the market is going, and bet accordingly.
But what's important to understand is that the media has its own incentives system. The financial media is driven by views, clicks, and watch time - these benefit from a constant obsession with the market, while investors benefit from buying quality companies at fair prices and holding for the long term.
Instead of listening to the financial media's prognostications, we should listen to what successful investors themselves have to do and say.
Successful investors like Warren Buffett suggest that investors should focus on long-term fundamentals of companies, rather than the day to day fluctuations of the market.
Warren Buffett's mentor, Benjamin Graham, has been quoted as saying "In the short run, the market is a voting machine but in the long run, it is a weighing machine."
In other words, if you invest at a fair price into companies with good fundamentals and a durable competitive advantage, then you shouldn't care what the price of the stock is on any given day, since the stock price on any given day is a reflection of the fear and greed of other investors, rather than the actual value of the company's underlying business and cash flows.
But over long periods of time, the stock market will recognize a company's consistent long term performance and adjust accordingly. Quality companies will continue to generate outsized earnings and reinvest into growth, or pay dividends for the long-term.
Instead of monitoring the price of stocks, Warren Buffett suggests that you should be focused on a company's fundamentals.
In practical terms, you should only adjust your investment if the underlying fundamentals of the company change, not whether the price changes.
"The money is made in investments by investing," Buffett said in a 2016 interview with CNBC, "and by owning good companies for long periods of time. If they buy good companies, buy them over time, they're going to do fine 10, 20, 30 years from now."
"If they're trying to buy and sell stocks, and worry when they go down a little bit … and think they should maybe sell them when they go up, they're not going to have very good results," Buffett said.
The billionaire investor Ray Dalio, founder of Bridgewater Associates, the largest hedge fund in the world with $160 Billion dollars under management, teaches that trying to perfectly time the market is something that even professionals like himself often fail at, and that the average person would find almost impossible to do successfully.
"To [time the market] well you have to beat the pros, who themselves typically can't do that well."