Fewer U.S. guests are spending more per visit
1What the company does
2Why it matters now
- Umsatz
- $94,7 Mrd.
- Freier Cashflow
- $5,1 Mrd.
- Operative Marge
- 5,8 %
FITBFifth Third Bancorp
EPYC and Instinct growth must justify bigger commitments
1What the company does
2Why it matters now
FANGDiamondback Energy Incorporated
More payment revenue must leave more profit
1What the company does
2Why it matters now
- Umsatz
- $11,5 Mrd.
- Freier Cashflow
- $4,1 Mrd.
- Operative Marge
- 6,1 %
DGDollar General Corp
- Umsatz
- $5,1 Mrd.
- Freier Cashflow
- −$1,1 Mrd.
- Operative Marge
- 36,7 %
HPEHewlett Packard Enterprise Company
- Umsatz
- $12 Mrd.
- Freier Cashflow
- −$3,8 Mrd.
- Operative Marge
- -7,3 %
- Umsatz
- $7,1 Mrd.
- Freier Cashflow
- $1,8 Mrd.
- Operative Marge
- 32,5 %
ANETArista Networks Inc
Fewer U.S. guests are spending more per visit
1What the company does
2Why it matters now
- Umsatz
- $94,7 Mrd.
- Freier Cashflow
- $5,1 Mrd.
- Operative Marge
- 5,8 %
FITBFifth Third Bancorp
EPYC and Instinct growth must justify bigger commitments
1What the company does
2Why it matters now
FANGDiamondback Energy Incorporated
More payment revenue must leave more profit
1What the company does
2Why it matters now
- Umsatz
- $11,5 Mrd.
- Freier Cashflow
- $4,1 Mrd.
- Operative Marge
- 6,1 %
DGDollar General Corp
- Umsatz
- $5,1 Mrd.
- Freier Cashflow
- −$1,1 Mrd.
- Operative Marge
- 36,7 %
HPEHewlett Packard Enterprise Company
- Umsatz
- $12 Mrd.
- Freier Cashflow
- −$3,8 Mrd.
- Operative Marge
- -7,3 %
- Umsatz
- $7,1 Mrd.
- Freier Cashflow
- $1,8 Mrd.
- Operative Marge
- 32,5 %
ANETArista Networks Inc
Fewer U.S. guests are spending more per visit
1What the company does
2Why it matters now
- Umsatz
- $94,7 Mrd.
- Freier Cashflow
- $5,1 Mrd.
- Operative Marge
- 5,8 %
FITBFifth Third Bancorp
EPYC and Instinct growth must justify bigger commitments
1What the company does
2Why it matters now
FANGDiamondback Energy Incorporated
More payment revenue must leave more profit
1What the company does
2Why it matters now
- Umsatz
- $11,5 Mrd.
- Freier Cashflow
- $4,1 Mrd.
- Operative Marge
- 6,1 %
DGDollar General Corp
- Umsatz
- $5,1 Mrd.
- Freier Cashflow
- −$1,1 Mrd.
- Operative Marge
- 36,7 %
HPEHewlett Packard Enterprise Company
- Umsatz
- $12 Mrd.
- Freier Cashflow
- −$3,8 Mrd.
- Operative Marge
- -7,3 %
- Umsatz
- $7,1 Mrd.
- Freier Cashflow
- $1,8 Mrd.
- Operative Marge
- 32,5 %
ANETArista Networks Inc
COFCapital One Financial Corp
Product renewal must lift demand without sacrificing margins
1What the company does
2Why it matters now
BAMBrookfield Asset Management
Processor strength, factory returns unresolved
1What the company does
2Why it matters now
- Umsatz
- $967,3 Mio.
- Freier Cashflow
- $192,8 Mio.
- Operative Marge
- 13,4 %
DOVDover Corp
- Umsatz
- $123,7 Mrd.
- Freier Cashflow
- $21,9 Mrd.
- Operative Marge
- 16,7 %
CDWCdw Corp
- Umsatz
- $5,8 Mrd.
- Freier Cashflow
- $874,7 Mio.
- Operative Marge
- 20,7 %
- Umsatz
- $5,1 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 29,5 %
DUKDuke Energy Corporation
- Umsatz
- $34 Mrd.
- Freier Cashflow
- $5,1 Mrd.
- Operative Marge
- 26,3 %
LHXL3harris Technologies Inc
COFCapital One Financial Corp
Product renewal must lift demand without sacrificing margins
1What the company does
2Why it matters now
BAMBrookfield Asset Management
Processor strength, factory returns unresolved
1What the company does
2Why it matters now
- Umsatz
- $967,3 Mio.
- Freier Cashflow
- $192,8 Mio.
- Operative Marge
- 13,4 %
DOVDover Corp
- Umsatz
- $123,7 Mrd.
- Freier Cashflow
- $21,9 Mrd.
- Operative Marge
- 16,7 %
CDWCdw Corp
- Umsatz
- $5,8 Mrd.
- Freier Cashflow
- $874,7 Mio.
- Operative Marge
- 20,7 %
- Umsatz
- $5,1 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 29,5 %
DUKDuke Energy Corporation
- Umsatz
- $34 Mrd.
- Freier Cashflow
- $5,1 Mrd.
- Operative Marge
- 26,3 %
LHXL3harris Technologies Inc
COFCapital One Financial Corp
Product renewal must lift demand without sacrificing margins
1What the company does
2Why it matters now
BAMBrookfield Asset Management
Processor strength, factory returns unresolved
1What the company does
2Why it matters now
- Umsatz
- $967,3 Mio.
- Freier Cashflow
- $192,8 Mio.
- Operative Marge
- 13,4 %
DOVDover Corp
- Umsatz
- $123,7 Mrd.
- Freier Cashflow
- $21,9 Mrd.
- Operative Marge
- 16,7 %
CDWCdw Corp
- Umsatz
- $5,8 Mrd.
- Freier Cashflow
- $874,7 Mio.
- Operative Marge
- 20,7 %
- Umsatz
- $5,1 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 29,5 %
DUKDuke Energy Corporation
- Umsatz
- $34 Mrd.
- Freier Cashflow
- $5,1 Mrd.
- Operative Marge
- 26,3 %
LHXL3harris Technologies Inc
HUMHumana Inc
Advertising demand is strong; cost conversion needs to improve
1What the company does
2Why it matters now
- Umsatz
- $1,6 Mrd.
- Freier Cashflow
- $207,4 Mio.
- Operative Marge
- -3,2 %
ARESAres Management Corp - Class A
Rapid product growth must remain profitable and cash-generative
1What the company does
2Why it matters now
DOWDow Inc
- Umsatz
- $6,1 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- 20,8 %
- Umsatz
- $6,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 17,4 %
HCAHca Healthcare Inc
- Umsatz
- $10,6 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 45,5 %
DISWalt Disney Co (The)
- Umsatz
- $23,1 Mrd.
- Freier Cashflow
- $4,4 Mrd.
- Operative Marge
- 25,4 %
- Umsatz
- $13 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 21,6 %
HUMHumana Inc
Advertising demand is strong; cost conversion needs to improve
1What the company does
2Why it matters now
- Umsatz
- $1,6 Mrd.
- Freier Cashflow
- $207,4 Mio.
- Operative Marge
- -3,2 %
ARESAres Management Corp - Class A
Rapid product growth must remain profitable and cash-generative
1What the company does
2Why it matters now
DOWDow Inc
- Umsatz
- $6,1 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- 20,8 %
- Umsatz
- $6,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 17,4 %
HCAHca Healthcare Inc
- Umsatz
- $10,6 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 45,5 %
DISWalt Disney Co (The)
- Umsatz
- $23,1 Mrd.
- Freier Cashflow
- $4,4 Mrd.
- Operative Marge
- 25,4 %
- Umsatz
- $13 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 21,6 %
HUMHumana Inc
Advertising demand is strong; cost conversion needs to improve
1What the company does
2Why it matters now
- Umsatz
- $1,6 Mrd.
- Freier Cashflow
- $207,4 Mio.
- Operative Marge
- -3,2 %
ARESAres Management Corp - Class A
Rapid product growth must remain profitable and cash-generative
1What the company does
2Why it matters now
DOWDow Inc
- Umsatz
- $6,1 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- 20,8 %
- Umsatz
- $6,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 17,4 %
HCAHca Healthcare Inc
- Umsatz
- $10,6 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 45,5 %
DISWalt Disney Co (The)
- Umsatz
- $23,1 Mrd.
- Freier Cashflow
- $4,4 Mrd.
- Operative Marge
- 25,4 %
- Umsatz
- $13 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 21,6 %
- Umsatz
- $23,2 Mrd.
- Freier Cashflow
- $4,9 Mrd.
- Operative Marge
- 35,3 %
CINFCincinnati Financial Corp
Price investment faces a durability test
1What the company does
2Why it matters now
AFLAflac Inc
Netflix must keep earning viewers' time profitably
1What the company does
2Why it matters now
- Umsatz
- $47,9 Mrd.
- Freier Cashflow
- $5,3 Mrd.
- Operative Marge
- 28,7 %
BKNGBooking Holdings Inc
- Umsatz
- $321,3 Mrd.
- Freier Cashflow
- $3,2 Mrd.
- Operative Marge
- 0,8 %
MPWRMonolithic Power System Inc
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 20,5 %
- Umsatz
- $41,5 Mrd.
- Freier Cashflow
- $14,4 Mrd.
- Operative Marge
- 20,1 %
DELLDell Technologies Inc - Class C
- Umsatz
- $15,1 Mrd.
- Freier Cashflow
- −$1 Mrd.
- Operative Marge
- 14,6 %
- Umsatz
- $23,2 Mrd.
- Freier Cashflow
- $4,9 Mrd.
- Operative Marge
- 35,3 %
CINFCincinnati Financial Corp
Price investment faces a durability test
1What the company does
2Why it matters now
AFLAflac Inc
Netflix must keep earning viewers' time profitably
1What the company does
2Why it matters now
- Umsatz
- $47,9 Mrd.
- Freier Cashflow
- $5,3 Mrd.
- Operative Marge
- 28,7 %
BKNGBooking Holdings Inc
- Umsatz
- $321,3 Mrd.
- Freier Cashflow
- $3,2 Mrd.
- Operative Marge
- 0,8 %
MPWRMonolithic Power System Inc
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 20,5 %
- Umsatz
- $41,5 Mrd.
- Freier Cashflow
- $14,4 Mrd.
- Operative Marge
- 20,1 %
DELLDell Technologies Inc - Class C
- Umsatz
- $15,1 Mrd.
- Freier Cashflow
- −$1 Mrd.
- Operative Marge
- 14,6 %
- Umsatz
- $23,2 Mrd.
- Freier Cashflow
- $4,9 Mrd.
- Operative Marge
- 35,3 %
CINFCincinnati Financial Corp
Price investment faces a durability test
1What the company does
2Why it matters now
AFLAflac Inc
Netflix must keep earning viewers' time profitably
1What the company does
2Why it matters now
- Umsatz
- $47,9 Mrd.
- Freier Cashflow
- $5,3 Mrd.
- Operative Marge
- 28,7 %
BKNGBooking Holdings Inc
- Umsatz
- $321,3 Mrd.
- Freier Cashflow
- $3,2 Mrd.
- Operative Marge
- 0,8 %
MPWRMonolithic Power System Inc
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 20,5 %
- Umsatz
- $41,5 Mrd.
- Freier Cashflow
- $14,4 Mrd.
- Operative Marge
- 20,1 %
DELLDell Technologies Inc - Class C
- Umsatz
- $15,1 Mrd.
- Freier Cashflow
- −$1 Mrd.
- Operative Marge
- 14,6 %
Existing businesses are funding an unproven AI expansion
1What the company does
2Why it matters now
IBKRInteractive Brokers Group Inc - Class A
Device scale proven, Services profit case open
1What the company does
2Why it matters now
- Umsatz
- $3 Mrd.
- Freier Cashflow
- $300,1 Mio.
- Operative Marge
- 17,4 %
MDTMedtronic PLC
AI deliveries outpace cash conversion
1What the company does
2Why it matters now
CVNACarvana Co. - Class A
- Umsatz
- $8,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 20,2 %
- Umsatz
- $32,5 Mrd.
- Freier Cashflow
- −$188 Mio.
GMGeneral Motors Company
- Umsatz
- $65 Mrd.
- Freier Cashflow
- $12,4 Mrd.
CMGChipotle Mexican Grill
- Umsatz
- $13 Mrd.
- Freier Cashflow
- $4,1 Mrd.
- Operative Marge
- 45,7 %
Existing businesses are funding an unproven AI expansion
1What the company does
2Why it matters now
IBKRInteractive Brokers Group Inc - Class A
Device scale proven, Services profit case open
1What the company does
2Why it matters now
- Umsatz
- $3 Mrd.
- Freier Cashflow
- $300,1 Mio.
- Operative Marge
- 17,4 %
MDTMedtronic PLC
AI deliveries outpace cash conversion
1What the company does
2Why it matters now
CVNACarvana Co. - Class A
- Umsatz
- $8,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 20,2 %
- Umsatz
- $32,5 Mrd.
- Freier Cashflow
- −$188 Mio.
GMGeneral Motors Company
- Umsatz
- $65 Mrd.
- Freier Cashflow
- $12,4 Mrd.
CMGChipotle Mexican Grill
- Umsatz
- $13 Mrd.
- Freier Cashflow
- $4,1 Mrd.
- Operative Marge
- 45,7 %
Existing businesses are funding an unproven AI expansion
1What the company does
2Why it matters now
IBKRInteractive Brokers Group Inc - Class A
Device scale proven, Services profit case open
1What the company does
2Why it matters now
- Umsatz
- $3 Mrd.
- Freier Cashflow
- $300,1 Mio.
- Operative Marge
- 17,4 %
MDTMedtronic PLC
AI deliveries outpace cash conversion
1What the company does
2Why it matters now
CVNACarvana Co. - Class A
- Umsatz
- $8,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 20,2 %
- Umsatz
- $32,5 Mrd.
- Freier Cashflow
- −$188 Mio.
GMGeneral Motors Company
- Umsatz
- $65 Mrd.
- Freier Cashflow
- $12,4 Mrd.
CMGChipotle Mexican Grill
- Umsatz
- $13 Mrd.
- Freier Cashflow
- $4,1 Mrd.
- Operative Marge
- 45,7 %
Networking profits are improving. Cash has not followed yet.
1What the company does
2Why it matters now
- Umsatz
- $16,1 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 17 %
KKRKkr & Co. Inc
New transformation work must replace services technology displaces
1What the company does
2Why it matters now
IDXXIdexx Laboratories Inc
New medicines and lower costs must support Pfizer's next chapter
1What the company does
2Why it matters now
- Umsatz
- $254,2 Mrd.
- Freier Cashflow
- $4,5 Mrd.
- Operative Marge
- 1 %
COPConoco Phillips
- Umsatz
- $20,6 Mrd.
- Operative Marge
- 13,4 %
DGXQuest Diagnostics Incorporated
- Umsatz
- $8,2 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 16,1 %
- Umsatz
- $8,3 Mrd.
- Freier Cashflow
- $2 Mrd.
- Operative Marge
- 29,2 %
AKAMAkamai Technologies Inc
Networking profits are improving. Cash has not followed yet.
1What the company does
2Why it matters now
- Umsatz
- $16,1 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 17 %
KKRKkr & Co. Inc
New transformation work must replace services technology displaces
1What the company does
2Why it matters now
IDXXIdexx Laboratories Inc
New medicines and lower costs must support Pfizer's next chapter
1What the company does
2Why it matters now
- Umsatz
- $254,2 Mrd.
- Freier Cashflow
- $4,5 Mrd.
- Operative Marge
- 1 %
COPConoco Phillips
- Umsatz
- $20,6 Mrd.
- Operative Marge
- 13,4 %
DGXQuest Diagnostics Incorporated
- Umsatz
- $8,2 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 16,1 %
- Umsatz
- $8,3 Mrd.
- Freier Cashflow
- $2 Mrd.
- Operative Marge
- 29,2 %
AKAMAkamai Technologies Inc
Networking profits are improving. Cash has not followed yet.
1What the company does
2Why it matters now
- Umsatz
- $16,1 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 17 %
KKRKkr & Co. Inc
New transformation work must replace services technology displaces
1What the company does
2Why it matters now
IDXXIdexx Laboratories Inc
New medicines and lower costs must support Pfizer's next chapter
1What the company does
2Why it matters now
- Umsatz
- $254,2 Mrd.
- Freier Cashflow
- $4,5 Mrd.
- Operative Marge
- 1 %
COPConoco Phillips
- Umsatz
- $20,6 Mrd.
- Operative Marge
- 13,4 %
DGXQuest Diagnostics Incorporated
- Umsatz
- $8,2 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 16,1 %
- Umsatz
- $8,3 Mrd.
- Freier Cashflow
- $2 Mrd.
- Operative Marge
- 29,2 %
AKAMAkamai Technologies Inc
MSMorgan Stanley
Other equipment markets must offset weak large agriculture
1What the company does
2Why it matters now
BACBank Of America Corp
Marketplace profits growing; expansion returns unproven
1What the company does
2Why it matters now
- Umsatz
- $7,2 Mrd.
- Freier Cashflow
- $2,4 Mrd.
- Operative Marge
- 21,9 %
CDNSCadence Design Systems Inc
- Umsatz
- $6,1 Mrd.
- Operative Marge
- 10,8 %
MOAltria Group Inc
- Umsatz
- $11,3 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 23,1 %
- Umsatz
- $23,6 Mrd.
- Freier Cashflow
- $2,1 Mrd.
AMEAmetek Inc
- Umsatz
- $9,4 Mrd.
- Freier Cashflow
- −$2,4 Mrd.
- Operative Marge
- 22,6 %
ISRGIntuitive Surgical Inc
MSMorgan Stanley
Other equipment markets must offset weak large agriculture
1What the company does
2Why it matters now
BACBank Of America Corp
Marketplace profits growing; expansion returns unproven
1What the company does
2Why it matters now
- Umsatz
- $7,2 Mrd.
- Freier Cashflow
- $2,4 Mrd.
- Operative Marge
- 21,9 %
CDNSCadence Design Systems Inc
- Umsatz
- $6,1 Mrd.
- Operative Marge
- 10,8 %
MOAltria Group Inc
- Umsatz
- $11,3 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 23,1 %
- Umsatz
- $23,6 Mrd.
- Freier Cashflow
- $2,1 Mrd.
AMEAmetek Inc
- Umsatz
- $9,4 Mrd.
- Freier Cashflow
- −$2,4 Mrd.
- Operative Marge
- 22,6 %
ISRGIntuitive Surgical Inc
MSMorgan Stanley
Other equipment markets must offset weak large agriculture
1What the company does
2Why it matters now
BACBank Of America Corp
Marketplace profits growing; expansion returns unproven
1What the company does
2Why it matters now
- Umsatz
- $7,2 Mrd.
- Freier Cashflow
- $2,4 Mrd.
- Operative Marge
- 21,9 %
CDNSCadence Design Systems Inc
- Umsatz
- $6,1 Mrd.
- Operative Marge
- 10,8 %
MOAltria Group Inc
- Umsatz
- $11,3 Mrd.
- Freier Cashflow
- $1,9 Mrd.
- Operative Marge
- 23,1 %
- Umsatz
- $23,6 Mrd.
- Freier Cashflow
- $2,1 Mrd.
AMEAmetek Inc
- Umsatz
- $9,4 Mrd.
- Freier Cashflow
- −$2,4 Mrd.
- Operative Marge
- 22,6 %
ISRGIntuitive Surgical Inc
MKLMarkel Group Inc
Capacity-return inflection
1What the company does
2Why it matters now
CCitigroup Inc
Growing cloud demand must earn the larger infrastructure base
1What the company does
2Why it matters now
MARMarriott International Inc - Class A
- Umsatz
- $13,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 12 %
- Umsatz
- $4 Mrd.
- Freier Cashflow
- $848,6 Mio.
GDGeneral Dynamics Corp
- Umsatz
- $982 Mio.
- Freier Cashflow
- −$233,1 Mio.
- Operative Marge
- -44,5 %
ADIAnalog Devices Inc
- Umsatz
- $164,7 Mrd.
- Freier Cashflow
- $12,6 Mrd.
- Operative Marge
- 12,7 %
- Umsatz
- $402,1 Mrd.
- Freier Cashflow
- $7,8 Mrd.
- Operative Marge
- 1,2 %
MKLMarkel Group Inc
Capacity-return inflection
1What the company does
2Why it matters now
CCitigroup Inc
Growing cloud demand must earn the larger infrastructure base
1What the company does
2Why it matters now
MARMarriott International Inc - Class A
- Umsatz
- $13,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 12 %
- Umsatz
- $4 Mrd.
- Freier Cashflow
- $848,6 Mio.
GDGeneral Dynamics Corp
- Umsatz
- $982 Mio.
- Freier Cashflow
- −$233,1 Mio.
- Operative Marge
- -44,5 %
ADIAnalog Devices Inc
- Umsatz
- $164,7 Mrd.
- Freier Cashflow
- $12,6 Mrd.
- Operative Marge
- 12,7 %
- Umsatz
- $402,1 Mrd.
- Freier Cashflow
- $7,8 Mrd.
- Operative Marge
- 1,2 %
MKLMarkel Group Inc
Capacity-return inflection
1What the company does
2Why it matters now
CCitigroup Inc
Growing cloud demand must earn the larger infrastructure base
1What the company does
2Why it matters now
MARMarriott International Inc - Class A
- Umsatz
- $13,2 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 12 %
- Umsatz
- $4 Mrd.
- Freier Cashflow
- $848,6 Mio.
GDGeneral Dynamics Corp
- Umsatz
- $982 Mio.
- Freier Cashflow
- −$233,1 Mio.
- Operative Marge
- -44,5 %
ADIAnalog Devices Inc
- Umsatz
- $164,7 Mrd.
- Freier Cashflow
- $12,6 Mrd.
- Operative Marge
- 12,7 %
- Umsatz
- $402,1 Mrd.
- Freier Cashflow
- $7,8 Mrd.
- Operative Marge
- 1,2 %
- Umsatz
- $12,9 Mrd.
- Freier Cashflow
- −$2,5 Mrd.
- Operative Marge
- 24,7 %
GSGoldman Sachs Group Inc
Operating progress must remain useful when price support fades
1What the company does
2Why it matters now
LLoews Corp
More sales must become stronger margins as comparable transactions fall
1What the company does
2Why it matters now
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $921,7 Mio.
- Operative Marge
- 19,9 %
OKEOneok Inc
- Umsatz
- $94,2 Mrd.
- Freier Cashflow
- $19,7 Mrd.
PAYXPaychex Inc
- Umsatz
- $15,1 Mrd.
- Freier Cashflow
- $2,2 Mrd.
- Operative Marge
- 37,2 %
- Umsatz
- $4,3 Mrd.
- Freier Cashflow
- $931 Mio.
- Operative Marge
- 18,6 %
HSYHershey Company
- Umsatz
- $12,2 Mrd.
- Freier Cashflow
- $2,2 Mrd.
- Operative Marge
- 35,8 %
- Umsatz
- $12,9 Mrd.
- Freier Cashflow
- −$2,5 Mrd.
- Operative Marge
- 24,7 %
GSGoldman Sachs Group Inc
Operating progress must remain useful when price support fades
1What the company does
2Why it matters now
LLoews Corp
More sales must become stronger margins as comparable transactions fall
1What the company does
2Why it matters now
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $921,7 Mio.
- Operative Marge
- 19,9 %
OKEOneok Inc
- Umsatz
- $94,2 Mrd.
- Freier Cashflow
- $19,7 Mrd.
PAYXPaychex Inc
- Umsatz
- $15,1 Mrd.
- Freier Cashflow
- $2,2 Mrd.
- Operative Marge
- 37,2 %
- Umsatz
- $4,3 Mrd.
- Freier Cashflow
- $931 Mio.
- Operative Marge
- 18,6 %
HSYHershey Company
- Umsatz
- $12,2 Mrd.
- Freier Cashflow
- $2,2 Mrd.
- Operative Marge
- 35,8 %
- Umsatz
- $12,9 Mrd.
- Freier Cashflow
- −$2,5 Mrd.
- Operative Marge
- 24,7 %
GSGoldman Sachs Group Inc
Operating progress must remain useful when price support fades
1What the company does
2Why it matters now
LLoews Corp
More sales must become stronger margins as comparable transactions fall
1What the company does
2Why it matters now
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $921,7 Mio.
- Operative Marge
- 19,9 %
OKEOneok Inc
- Umsatz
- $94,2 Mrd.
- Freier Cashflow
- $19,7 Mrd.
PAYXPaychex Inc
- Umsatz
- $15,1 Mrd.
- Freier Cashflow
- $2,2 Mrd.
- Operative Marge
- 37,2 %
- Umsatz
- $4,3 Mrd.
- Freier Cashflow
- $931 Mio.
- Operative Marge
- 18,6 %
HSYHershey Company
- Umsatz
- $12,2 Mrd.
- Freier Cashflow
- $2,2 Mrd.
- Operative Marge
- 35,8 %
Technology comes first. Customer orders must follow.
1What the company does
2Why it matters now
CBChubb Ltd
Higher fees and lending income must outgrow costs and credit losses
1What the company does
2Why it matters now
- Umsatz
- $403,4 Mrd.
- Freier Cashflow
- $5,7 Mrd.
- Operative Marge
- 1,5 %
EDConsolidated Edison Inc
- Umsatz
- $19,4 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 8,5 %
MPCMarathon Petroleum Corp
- Umsatz
- $23,8 Mrd.
- Freier Cashflow
- $9,9 Mrd.
- Operative Marge
- 36,6 %
- Umsatz
- $45,9 Mrd.
- Freier Cashflow
- $7,3 Mrd.
INTUIntuit Inc
- Umsatz
- $12 Mrd.
- Freier Cashflow
- $2 Mrd.
- Operative Marge
- 22,4 %
CICigna Group (The)
- Umsatz
- $4,8 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- -6,1 %
Technology comes first. Customer orders must follow.
1What the company does
2Why it matters now
CBChubb Ltd
Higher fees and lending income must outgrow costs and credit losses
1What the company does
2Why it matters now
- Umsatz
- $403,4 Mrd.
- Freier Cashflow
- $5,7 Mrd.
- Operative Marge
- 1,5 %
EDConsolidated Edison Inc
- Umsatz
- $19,4 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 8,5 %
MPCMarathon Petroleum Corp
- Umsatz
- $23,8 Mrd.
- Freier Cashflow
- $9,9 Mrd.
- Operative Marge
- 36,6 %
- Umsatz
- $45,9 Mrd.
- Freier Cashflow
- $7,3 Mrd.
INTUIntuit Inc
- Umsatz
- $12 Mrd.
- Freier Cashflow
- $2 Mrd.
- Operative Marge
- 22,4 %
CICigna Group (The)
- Umsatz
- $4,8 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- -6,1 %
Technology comes first. Customer orders must follow.
1What the company does
2Why it matters now
CBChubb Ltd
Higher fees and lending income must outgrow costs and credit losses
1What the company does
2Why it matters now
- Umsatz
- $403,4 Mrd.
- Freier Cashflow
- $5,7 Mrd.
- Operative Marge
- 1,5 %
EDConsolidated Edison Inc
- Umsatz
- $19,4 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 8,5 %
MPCMarathon Petroleum Corp
- Umsatz
- $23,8 Mrd.
- Freier Cashflow
- $9,9 Mrd.
- Operative Marge
- 36,6 %
- Umsatz
- $45,9 Mrd.
- Freier Cashflow
- $7,3 Mrd.
INTUIntuit Inc
- Umsatz
- $12 Mrd.
- Freier Cashflow
- $2 Mrd.
- Operative Marge
- 22,4 %
CICigna Group (The)
- Umsatz
- $4,8 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- -6,1 %
Strong refining margins meet a smaller refinery base
1What the company does
2Why it matters now
- Umsatz
- $27,4 Mrd.
- Freier Cashflow
- $3,6 Mrd.
FCNCAFirst Citizens Bancshares Inc (Nc) - Class A
Proven profits, open commitments
1What the company does
2Why it matters now
BEBloom Energy Corp - Class A
- Umsatz
- $303,2 Mrd.
- Freier Cashflow
- $9,4 Mrd.
- Operative Marge
- 3,9 %
- Umsatz
- $17,2 Mrd.
- Freier Cashflow
- $3,1 Mrd.
CLSCelestica Inc
- Umsatz
- $18,9 Mrd.
- Freier Cashflow
- $8,2 Mrd.
FTNTFortinet Inc
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $953,4 Mio.
- Operative Marge
- 9,5 %
- Umsatz
- $14,1 Mrd.
- Freier Cashflow
- $1,7 Mrd.
- Operative Marge
- 32,1 %
CHRWC.H. Robinson Worldwide Inc
Strong refining margins meet a smaller refinery base
1What the company does
2Why it matters now
- Umsatz
- $27,4 Mrd.
- Freier Cashflow
- $3,6 Mrd.
FCNCAFirst Citizens Bancshares Inc (Nc) - Class A
Proven profits, open commitments
1What the company does
2Why it matters now
BEBloom Energy Corp - Class A
- Umsatz
- $303,2 Mrd.
- Freier Cashflow
- $9,4 Mrd.
- Operative Marge
- 3,9 %
- Umsatz
- $17,2 Mrd.
- Freier Cashflow
- $3,1 Mrd.
CLSCelestica Inc
- Umsatz
- $18,9 Mrd.
- Freier Cashflow
- $8,2 Mrd.
FTNTFortinet Inc
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $953,4 Mio.
- Operative Marge
- 9,5 %
- Umsatz
- $14,1 Mrd.
- Freier Cashflow
- $1,7 Mrd.
- Operative Marge
- 32,1 %
CHRWC.H. Robinson Worldwide Inc
Strong refining margins meet a smaller refinery base
1What the company does
2Why it matters now
- Umsatz
- $27,4 Mrd.
- Freier Cashflow
- $3,6 Mrd.
FCNCAFirst Citizens Bancshares Inc (Nc) - Class A
Proven profits, open commitments
1What the company does
2Why it matters now
BEBloom Energy Corp - Class A
- Umsatz
- $303,2 Mrd.
- Freier Cashflow
- $9,4 Mrd.
- Operative Marge
- 3,9 %
- Umsatz
- $17,2 Mrd.
- Freier Cashflow
- $3,1 Mrd.
CLSCelestica Inc
- Umsatz
- $18,9 Mrd.
- Freier Cashflow
- $8,2 Mrd.
FTNTFortinet Inc
- Umsatz
- $11,1 Mrd.
- Freier Cashflow
- $953,4 Mio.
- Operative Marge
- 9,5 %
- Umsatz
- $14,1 Mrd.
- Freier Cashflow
- $1,7 Mrd.
- Operative Marge
- 32,1 %
CHRWC.H. Robinson Worldwide Inc
ALLAllstate Corp (The)
Search and Cloud must earn the growing computing commitment
1What the company does
2Why it matters now
AXPAmerican Express Company
New medicines must keep replacing older sales
1What the company does
2Why it matters now
- Umsatz
- $24,6 Mrd.
- Freier Cashflow
- $5,3 Mrd.
- Operative Marge
- 19,1 %
ESEversource Energy
- Umsatz
- $63,4 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 9,2 %
OTISOtis Worldwide Corp
- Umsatz
- $36,8 Mrd.
- Freier Cashflow
- $8,1 Mrd.
- Operative Marge
- 24,7 %
- Umsatz
- $21,9 Mrd.
- Freier Cashflow
- $5,2 Mrd.
CMICummins Inc
- Umsatz
- $20,4 Mrd.
- Freier Cashflow
- $3,6 Mrd.
- Operative Marge
- 16,2 %
HEIHeico Corp
ALLAllstate Corp (The)
Search and Cloud must earn the growing computing commitment
1What the company does
2Why it matters now
AXPAmerican Express Company
New medicines must keep replacing older sales
1What the company does
2Why it matters now
- Umsatz
- $24,6 Mrd.
- Freier Cashflow
- $5,3 Mrd.
- Operative Marge
- 19,1 %
ESEversource Energy
- Umsatz
- $63,4 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 9,2 %
OTISOtis Worldwide Corp
- Umsatz
- $36,8 Mrd.
- Freier Cashflow
- $8,1 Mrd.
- Operative Marge
- 24,7 %
- Umsatz
- $21,9 Mrd.
- Freier Cashflow
- $5,2 Mrd.
CMICummins Inc
- Umsatz
- $20,4 Mrd.
- Freier Cashflow
- $3,6 Mrd.
- Operative Marge
- 16,2 %
HEIHeico Corp
ALLAllstate Corp (The)
Search and Cloud must earn the growing computing commitment
1What the company does
2Why it matters now
AXPAmerican Express Company
New medicines must keep replacing older sales
1What the company does
2Why it matters now
- Umsatz
- $24,6 Mrd.
- Freier Cashflow
- $5,3 Mrd.
- Operative Marge
- 19,1 %
ESEversource Energy
- Umsatz
- $63,4 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 9,2 %
OTISOtis Worldwide Corp
- Umsatz
- $36,8 Mrd.
- Freier Cashflow
- $8,1 Mrd.
- Operative Marge
- 24,7 %
- Umsatz
- $21,9 Mrd.
- Freier Cashflow
- $5,2 Mrd.
CMICummins Inc
- Umsatz
- $20,4 Mrd.
- Freier Cashflow
- $3,6 Mrd.
- Operative Marge
- 16,2 %
HEIHeico Corp
METMetlife Inc
Growing payments and services must leave enough profit after customer incentives
1What the company does
2Why it matters now
- Umsatz
- $2,3 Mrd.
- Freier Cashflow
- $109,1 Mio.
- Operative Marge
- -13,4 %
ORealty Income Corp
More payments must leave more profit
1What the company does
2Why it matters now
MRNAModerna Inc
- Umsatz
- $4,8 Mrd.
- Freier Cashflow
- $665,3 Mio.
- Operative Marge
- 4,1 %
- Umsatz
- $67,6 Mrd.
- Freier Cashflow
- $8,9 Mrd.
- Operative Marge
- 16,5 %
DPZDomino'S Pizza Incorporated
- Umsatz
- $8,3 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 24,8 %
HPQHp Inc
- Umsatz
- $189 Mrd.
- Freier Cashflow
- $16,6 Mrd.
- Umsatz
- $21,7 Mrd.
- Freier Cashflow
- $2,1 Mrd.
- Operative Marge
- 10 %
METMetlife Inc
Growing payments and services must leave enough profit after customer incentives
1What the company does
2Why it matters now
- Umsatz
- $2,3 Mrd.
- Freier Cashflow
- $109,1 Mio.
- Operative Marge
- -13,4 %
ORealty Income Corp
More payments must leave more profit
1What the company does
2Why it matters now
MRNAModerna Inc
- Umsatz
- $4,8 Mrd.
- Freier Cashflow
- $665,3 Mio.
- Operative Marge
- 4,1 %
- Umsatz
- $67,6 Mrd.
- Freier Cashflow
- $8,9 Mrd.
- Operative Marge
- 16,5 %
DPZDomino'S Pizza Incorporated
- Umsatz
- $8,3 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 24,8 %
HPQHp Inc
- Umsatz
- $189 Mrd.
- Freier Cashflow
- $16,6 Mrd.
- Umsatz
- $21,7 Mrd.
- Freier Cashflow
- $2,1 Mrd.
- Operative Marge
- 10 %
METMetlife Inc
Growing payments and services must leave enough profit after customer incentives
1What the company does
2Why it matters now
- Umsatz
- $2,3 Mrd.
- Freier Cashflow
- $109,1 Mio.
- Operative Marge
- -13,4 %
ORealty Income Corp
More payments must leave more profit
1What the company does
2Why it matters now
MRNAModerna Inc
- Umsatz
- $4,8 Mrd.
- Freier Cashflow
- $665,3 Mio.
- Operative Marge
- 4,1 %
- Umsatz
- $67,6 Mrd.
- Freier Cashflow
- $8,9 Mrd.
- Operative Marge
- 16,5 %
DPZDomino'S Pizza Incorporated
- Umsatz
- $8,3 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 24,8 %
HPQHp Inc
- Umsatz
- $189 Mrd.
- Freier Cashflow
- $16,6 Mrd.
- Umsatz
- $21,7 Mrd.
- Freier Cashflow
- $2,1 Mrd.
- Operative Marge
- 10 %
- Umsatz
- $25,9 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 25,2 %
APOApollo Global Management Inc
Deeper adoption, durability unproven
1What the company does
2Why it matters now
MCOMoody`S Corp
Cloud capacity returns unresolved
1What the company does
2Why it matters now
- Umsatz
- $85,5 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 10,6 %
KRKroger Company
- Umsatz
- $25,5 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- 12,1 %
LHLaboratory Corp Of America Holdings
- Umsatz
- $37,4 Mrd.
- Freier Cashflow
- $2,9 Mrd.
- Operative Marge
- 14,5 %
- Umsatz
- $80,3 Mrd.
- Freier Cashflow
- $4,2 Mrd.
LMTLockheed Martin Corp
- Umsatz
- $3,2 Mrd.
- Freier Cashflow
- $396,2 Mio.
- Operative Marge
- 14,3 %
- Umsatz
- $25,9 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 25,2 %
APOApollo Global Management Inc
Deeper adoption, durability unproven
1What the company does
2Why it matters now
MCOMoody`S Corp
Cloud capacity returns unresolved
1What the company does
2Why it matters now
- Umsatz
- $85,5 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 10,6 %
KRKroger Company
- Umsatz
- $25,5 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- 12,1 %
LHLaboratory Corp Of America Holdings
- Umsatz
- $37,4 Mrd.
- Freier Cashflow
- $2,9 Mrd.
- Operative Marge
- 14,5 %
- Umsatz
- $80,3 Mrd.
- Freier Cashflow
- $4,2 Mrd.
LMTLockheed Martin Corp
- Umsatz
- $3,2 Mrd.
- Freier Cashflow
- $396,2 Mio.
- Operative Marge
- 14,3 %
- Umsatz
- $25,9 Mrd.
- Freier Cashflow
- $1,1 Mrd.
- Operative Marge
- 25,2 %
APOApollo Global Management Inc
Deeper adoption, durability unproven
1What the company does
2Why it matters now
MCOMoody`S Corp
Cloud capacity returns unresolved
1What the company does
2Why it matters now
- Umsatz
- $85,5 Mrd.
- Freier Cashflow
- $3,8 Mrd.
- Operative Marge
- 10,6 %
KRKroger Company
- Umsatz
- $25,5 Mrd.
- Freier Cashflow
- $1,3 Mrd.
- Operative Marge
- 12,1 %
LHLaboratory Corp Of America Holdings
- Umsatz
- $37,4 Mrd.
- Freier Cashflow
- $2,9 Mrd.
- Operative Marge
- 14,5 %
- Umsatz
- $80,3 Mrd.
- Freier Cashflow
- $4,2 Mrd.
LMTLockheed Martin Corp
- Umsatz
- $3,2 Mrd.
- Freier Cashflow
- $396,2 Mio.
- Operative Marge
- 14,3 %
Aircraft recovery still lacks durable returns
1What the company does
2Why it matters now
AIGAmerican International Group Inc
Device sales are growing. Acquired diagnostics must earn their cost.
1What the company does
2Why it matters now
- Umsatz
- $24,9 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 18,6 %
IQVIqvia Holdings Inc
- Umsatz
- $11,7 Mrd.
- Freier Cashflow
- $2,6 Mrd.
- Operative Marge
- 25,6 %
MUMicron Technology Inc
- Umsatz
- $4,6 Mrd.
- Freier Cashflow
- $333,7 Mio.
- Operative Marge
- 14 %
- Umsatz
- $5,5 Mrd.
- Operative Marge
- 75,8 %
HONHoneywell International Inc
- Umsatz
- $6,5 Mrd.
- Freier Cashflow
- $4,2 Mrd.
- Operative Marge
- 64,9 %
MELIMercadolibre Inc
- Umsatz
- $28,4 Mrd.
- Freier Cashflow
- $3,7 Mrd.
Aircraft recovery still lacks durable returns
1What the company does
2Why it matters now
AIGAmerican International Group Inc
Device sales are growing. Acquired diagnostics must earn their cost.
1What the company does
2Why it matters now
- Umsatz
- $24,9 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 18,6 %
IQVIqvia Holdings Inc
- Umsatz
- $11,7 Mrd.
- Freier Cashflow
- $2,6 Mrd.
- Operative Marge
- 25,6 %
MUMicron Technology Inc
- Umsatz
- $4,6 Mrd.
- Freier Cashflow
- $333,7 Mio.
- Operative Marge
- 14 %
- Umsatz
- $5,5 Mrd.
- Operative Marge
- 75,8 %
HONHoneywell International Inc
- Umsatz
- $6,5 Mrd.
- Freier Cashflow
- $4,2 Mrd.
- Operative Marge
- 64,9 %
MELIMercadolibre Inc
- Umsatz
- $28,4 Mrd.
- Freier Cashflow
- $3,7 Mrd.
Aircraft recovery still lacks durable returns
1What the company does
2Why it matters now
AIGAmerican International Group Inc
Device sales are growing. Acquired diagnostics must earn their cost.
1What the company does
2Why it matters now
- Umsatz
- $24,9 Mrd.
- Freier Cashflow
- $1,4 Mrd.
- Operative Marge
- 18,6 %
IQVIqvia Holdings Inc
- Umsatz
- $11,7 Mrd.
- Freier Cashflow
- $2,6 Mrd.
- Operative Marge
- 25,6 %
MUMicron Technology Inc
- Umsatz
- $4,6 Mrd.
- Freier Cashflow
- $333,7 Mio.
- Operative Marge
- 14 %
- Umsatz
- $5,5 Mrd.
- Operative Marge
- 75,8 %
HONHoneywell International Inc
- Umsatz
- $6,5 Mrd.
- Freier Cashflow
- $4,2 Mrd.
- Operative Marge
- 64,9 %
MELIMercadolibre Inc
- Umsatz
- $28,4 Mrd.
- Freier Cashflow
- $3,7 Mrd.