Fewer U.S. guests are spending more per visit
1What the company does
2Why it matters now
- Revenue
- $12.9 bn
- Free cash flow
- −$2.5 bn
- Operating margin
- 24.7%
ALLAllstate Corp (The)
Product renewal must lift demand without sacrificing margins
1What the company does
2Why it matters now
CBChubb Ltd
Growing payments and services must leave enough profit after customer incentives
1What the company does
2Why it matters now
- Revenue
- $2.3 bn
- Free cash flow
- $109.1 m
- Operating margin
- -13.4%
FCNCAFirst Citizens Bancshares Inc (Nc) - Class A
EPYC and Instinct growth must justify bigger commitments
1What the company does
2Why it matters now
LLoews Corp
New medicines must keep replacing older sales
1What the company does
2Why it matters now
Fewer U.S. guests are spending more per visit
1What the company does
2Why it matters now
- Revenue
- $12.9 bn
- Free cash flow
- −$2.5 bn
- Operating margin
- 24.7%
ALLAllstate Corp (The)
Product renewal must lift demand without sacrificing margins
1What the company does
2Why it matters now
CBChubb Ltd
Growing payments and services must leave enough profit after customer incentives
1What the company does
2Why it matters now
- Revenue
- $2.3 bn
- Free cash flow
- $109.1 m
- Operating margin
- -13.4%
FCNCAFirst Citizens Bancshares Inc (Nc) - Class A
EPYC and Instinct growth must justify bigger commitments
1What the company does
2Why it matters now
LLoews Corp
New medicines must keep replacing older sales
1What the company does
2Why it matters now
Fewer U.S. guests are spending more per visit
1What the company does
2Why it matters now
- Revenue
- $12.9 bn
- Free cash flow
- −$2.5 bn
- Operating margin
- 24.7%
ALLAllstate Corp (The)
Product renewal must lift demand without sacrificing margins
1What the company does
2Why it matters now
CBChubb Ltd
Growing payments and services must leave enough profit after customer incentives
1What the company does
2Why it matters now
- Revenue
- $2.3 bn
- Free cash flow
- $109.1 m
- Operating margin
- -13.4%
FCNCAFirst Citizens Bancshares Inc (Nc) - Class A
EPYC and Instinct growth must justify bigger commitments
1What the company does
2Why it matters now
LLoews Corp
New medicines must keep replacing older sales
1What the company does
2Why it matters now
COFCapital One Financial Corp
Technology comes first. Customer orders must follow.
1What the company does
2Why it matters now
METMetlife Inc
Advertising demand is strong; cost conversion needs to improve
1What the company does
2Why it matters now
- Revenue
- $27.4 bn
- Free cash flow
- $3.6 bn
FITBFifth Third Bancorp
Operating progress must remain useful when price support fades
1What the company does
2Why it matters now
AXPAmerican Express Company
Processor strength, factory returns unresolved
1What the company does
2Why it matters now
- Revenue
- $24.9 bn
- Free cash flow
- $1.4 bn
- Operating margin
- 18.6%
MTSIMacom Technology Solutions Holdings Inc
COFCapital One Financial Corp
Technology comes first. Customer orders must follow.
1What the company does
2Why it matters now
METMetlife Inc
Advertising demand is strong; cost conversion needs to improve
1What the company does
2Why it matters now
- Revenue
- $27.4 bn
- Free cash flow
- $3.6 bn
FITBFifth Third Bancorp
Operating progress must remain useful when price support fades
1What the company does
2Why it matters now
AXPAmerican Express Company
Processor strength, factory returns unresolved
1What the company does
2Why it matters now
- Revenue
- $24.9 bn
- Free cash flow
- $1.4 bn
- Operating margin
- 18.6%
MTSIMacom Technology Solutions Holdings Inc
COFCapital One Financial Corp
Technology comes first. Customer orders must follow.
1What the company does
2Why it matters now
METMetlife Inc
Advertising demand is strong; cost conversion needs to improve
1What the company does
2Why it matters now
- Revenue
- $27.4 bn
- Free cash flow
- $3.6 bn
FITBFifth Third Bancorp
Operating progress must remain useful when price support fades
1What the company does
2Why it matters now
AXPAmerican Express Company
Processor strength, factory returns unresolved
1What the company does
2Why it matters now
- Revenue
- $24.9 bn
- Free cash flow
- $1.4 bn
- Operating margin
- 18.6%
MTSIMacom Technology Solutions Holdings Inc
HUMHumana Inc
Strong refining margins meet a smaller refinery base
1What the company does
2Why it matters now
- Revenue
- $94.7 bn
- Free cash flow
- $5.1 bn
- Operating margin
- 5.8%
IBKRInteractive Brokers Group Inc - Class A
Capacity-return inflection
1What the company does
2Why it matters now
BAMBrookfield Asset Management
Higher fees and lending income must outgrow costs and credit losses
1What the company does
2Why it matters now
- Revenue
- $403.4 bn
- Free cash flow
- $5.7 bn
- Operating margin
- 1.5%
AFLAflac Inc
Marketplace profits growing; expansion returns unproven
1What the company does
2Why it matters now
MDTMedtronic PLC
HUMHumana Inc
Strong refining margins meet a smaller refinery base
1What the company does
2Why it matters now
- Revenue
- $94.7 bn
- Free cash flow
- $5.1 bn
- Operating margin
- 5.8%
IBKRInteractive Brokers Group Inc - Class A
Capacity-return inflection
1What the company does
2Why it matters now
BAMBrookfield Asset Management
Higher fees and lending income must outgrow costs and credit losses
1What the company does
2Why it matters now
- Revenue
- $403.4 bn
- Free cash flow
- $5.7 bn
- Operating margin
- 1.5%
AFLAflac Inc
Marketplace profits growing; expansion returns unproven
1What the company does
2Why it matters now
MDTMedtronic PLC
HUMHumana Inc
Strong refining margins meet a smaller refinery base
1What the company does
2Why it matters now
- Revenue
- $94.7 bn
- Free cash flow
- $5.1 bn
- Operating margin
- 5.8%
IBKRInteractive Brokers Group Inc - Class A
Capacity-return inflection
1What the company does
2Why it matters now
BAMBrookfield Asset Management
Higher fees and lending income must outgrow costs and credit losses
1What the company does
2Why it matters now
- Revenue
- $403.4 bn
- Free cash flow
- $5.7 bn
- Operating margin
- 1.5%
AFLAflac Inc
Marketplace profits growing; expansion returns unproven
1What the company does
2Why it matters now
MDTMedtronic PLC
- Revenue
- $23.2 bn
- Free cash flow
- $4.9 bn
- Operating margin
- 35.3%
MSMorgan Stanley
GSGoldman Sachs Group Inc
Search and Cloud must earn the growing computing commitment
1What the company does
2Why it matters now
- Revenue
- $1.6 bn
- Free cash flow
- $207.4 m
- Operating margin
- -3.2%
KKRKkr & Co. Inc
Deeper adoption, durability unproven
1What the company does
2Why it matters now
CCitigroup Inc
Proven profits, open commitments
1What the company does
2Why it matters now
- Revenue
- $4.3 bn
- Free cash flow
- $1.1 bn
- Operating margin
- 31.6%
- Revenue
- $23.2 bn
- Free cash flow
- $4.9 bn
- Operating margin
- 35.3%
MSMorgan Stanley
GSGoldman Sachs Group Inc
Search and Cloud must earn the growing computing commitment
1What the company does
2Why it matters now
- Revenue
- $1.6 bn
- Free cash flow
- $207.4 m
- Operating margin
- -3.2%
KKRKkr & Co. Inc
Deeper adoption, durability unproven
1What the company does
2Why it matters now
CCitigroup Inc
Proven profits, open commitments
1What the company does
2Why it matters now
- Revenue
- $4.3 bn
- Free cash flow
- $1.1 bn
- Operating margin
- 31.6%
- Revenue
- $23.2 bn
- Free cash flow
- $4.9 bn
- Operating margin
- 35.3%
MSMorgan Stanley
GSGoldman Sachs Group Inc
Search and Cloud must earn the growing computing commitment
1What the company does
2Why it matters now
- Revenue
- $1.6 bn
- Free cash flow
- $207.4 m
- Operating margin
- -3.2%
KKRKkr & Co. Inc
Deeper adoption, durability unproven
1What the company does
2Why it matters now
CCitigroup Inc
Proven profits, open commitments
1What the company does
2Why it matters now
- Revenue
- $4.3 bn
- Free cash flow
- $1.1 bn
- Operating margin
- 31.6%
Existing businesses are funding an unproven AI expansion
1What the company does
2Why it matters now
MKLMarkel Group Inc
Aircraft recovery still lacks durable returns
1What the company does
2Why it matters now
- Revenue
- $16.1 bn
- Free cash flow
- $1.9 bn
- Operating margin
- 17%
APOApollo Global Management Inc
Price investment faces a durability test
1What the company does
2Why it matters now
BACBank Of America Corp
Device sales are growing. Acquired diagnostics must earn their cost.
1What the company does
2Why it matters now
- Revenue
- $7.7 bn
- Free cash flow
- $2.6 bn
- Operating margin
- 43.4%
ORealty Income Corp
Rapid product growth must remain profitable and cash-generative
1What the company does
2Why it matters now
Existing businesses are funding an unproven AI expansion
1What the company does
2Why it matters now
MKLMarkel Group Inc
Aircraft recovery still lacks durable returns
1What the company does
2Why it matters now
- Revenue
- $16.1 bn
- Free cash flow
- $1.9 bn
- Operating margin
- 17%
APOApollo Global Management Inc
Price investment faces a durability test
1What the company does
2Why it matters now
BACBank Of America Corp
Device sales are growing. Acquired diagnostics must earn their cost.
1What the company does
2Why it matters now
- Revenue
- $7.7 bn
- Free cash flow
- $2.6 bn
- Operating margin
- 43.4%
ORealty Income Corp
Rapid product growth must remain profitable and cash-generative
1What the company does
2Why it matters now
Existing businesses are funding an unproven AI expansion
1What the company does
2Why it matters now
MKLMarkel Group Inc
Aircraft recovery still lacks durable returns
1What the company does
2Why it matters now
- Revenue
- $16.1 bn
- Free cash flow
- $1.9 bn
- Operating margin
- 17%
APOApollo Global Management Inc
Price investment faces a durability test
1What the company does
2Why it matters now
BACBank Of America Corp
Device sales are growing. Acquired diagnostics must earn their cost.
1What the company does
2Why it matters now
- Revenue
- $7.7 bn
- Free cash flow
- $2.6 bn
- Operating margin
- 43.4%
ORealty Income Corp
Rapid product growth must remain profitable and cash-generative
1What the company does
2Why it matters now
Networking profits are improving. Cash has not followed yet.
1What the company does
2Why it matters now
- Revenue
- $25.9 bn
- Free cash flow
- $1.1 bn
- Operating margin
- 25.2%
CINFCincinnati Financial Corp
Other equipment markets must offset weak large agriculture
1What the company does
2Why it matters now
AIGAmerican International Group Inc
Device scale proven, Services profit case open
1What the company does
2Why it matters now
- Revenue
- $3 bn
- Free cash flow
- $300.1 m
- Operating margin
- 17.4%
ARESAres Management Corp - Class A
New transformation work must replace services technology displaces
1What the company does
2Why it matters now
FANGDiamondback Energy Incorporated
Netflix must keep earning viewers' time profitably
1What the company does
2Why it matters now
Networking profits are improving. Cash has not followed yet.
1What the company does
2Why it matters now
- Revenue
- $25.9 bn
- Free cash flow
- $1.1 bn
- Operating margin
- 25.2%
CINFCincinnati Financial Corp
Other equipment markets must offset weak large agriculture
1What the company does
2Why it matters now
AIGAmerican International Group Inc
Device scale proven, Services profit case open
1What the company does
2Why it matters now
- Revenue
- $3 bn
- Free cash flow
- $300.1 m
- Operating margin
- 17.4%
ARESAres Management Corp - Class A
New transformation work must replace services technology displaces
1What the company does
2Why it matters now
FANGDiamondback Energy Incorporated
Netflix must keep earning viewers' time profitably
1What the company does
2Why it matters now
Networking profits are improving. Cash has not followed yet.
1What the company does
2Why it matters now
- Revenue
- $25.9 bn
- Free cash flow
- $1.1 bn
- Operating margin
- 25.2%
CINFCincinnati Financial Corp
Other equipment markets must offset weak large agriculture
1What the company does
2Why it matters now
AIGAmerican International Group Inc
Device scale proven, Services profit case open
1What the company does
2Why it matters now
- Revenue
- $3 bn
- Free cash flow
- $300.1 m
- Operating margin
- 17.4%
ARESAres Management Corp - Class A
New transformation work must replace services technology displaces
1What the company does
2Why it matters now
FANGDiamondback Energy Incorporated
Netflix must keep earning viewers' time profitably
1What the company does
2Why it matters now