REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

Cargando la página…

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANZAS · ETREntergy Corp

Ingresos: $12,9 mil M
Flujo de caja libre: −$2,5 mil M
Margen operativo: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Precio · 1 año

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Precio · 1 año

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANZAS · NTRANatera Inc

Ingresos: $2,3 mil M
Flujo de caja libre: $109,1 M
Margen operativo: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Precio · 1 año

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Precio · 1 año

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

COFCapital One Financial Corp

Precio · 1 año

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Precio · 1 año

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANZAS · ETNEaton Corporation PLC

Ingresos: $27,4 mil M
Flujo de caja libre: $3,6 mil M

FY 2025 · GFC

FITBFifth Third Bancorp

Precio · 1 año

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Precio · 1 año

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANZAS · MMM3m Company

Ingresos: $24,9 mil M
Flujo de caja libre: $1,4 mil M
Margen operativo: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

HUMHumana Inc

Precio · 1 año

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANZAS · FDXFedex Corp

Ingresos: $94,7 mil M
Flujo de caja libre: $5,1 mil M
Margen operativo: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Precio · 1 año

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Precio · 1 año

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANZAS · MCKMckesson Corporation

Ingresos: $403,4 mil M
Flujo de caja libre: $5,7 mil M
Margen operativo: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Precio · 1 año

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Precio · 1 año

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

FINANZAS · LRCXLam Research Corp

Ingresos: $23,2 mil M
Flujo de caja libre: $4,9 mil M
Margen operativo: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Precio · 1 año

GSGoldman Sachs Group Inc

Precio · 1 año

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANZAS · IOTSamsara Inc - Class A

Ingresos: $1,6 mil M
Flujo de caja libre: $207,4 M
Margen operativo: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Precio · 1 año

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Precio · 1 año

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANZAS · IDXXIdexx Laboratories Inc

Ingresos: $4,3 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 31,6 %

FY 2025 · GFC

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

Existing businesses are funding an unproven AI expansion

1What the company does

2Why it matters now

MKLMarkel Group Inc

Precio · 1 año

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANZAS · ECLEcolab Incorporated

Ingresos: $16,1 mil M
Flujo de caja libre: $1,9 mil M
Margen operativo: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Precio · 1 año

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Precio · 1 año

REPORT · ABT

Device sales are growing. Acquired diagnostics must earn their cost.

1What the company does

2Why it matters now

FINANZAS · MCOMoody`S Corp

Ingresos: $7,7 mil M
Flujo de caja libre: $2,6 mil M
Margen operativo: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Precio · 1 año

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

REPORT · CSCO

Networking profits are improving. Cash has not followed yet.

1What the company does

2Why it matters now

FINANZAS · FCXFreeport-Mcmoran Inc

Ingresos: $25,9 mil M
Flujo de caja libre: $1,1 mil M
Margen operativo: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Precio · 1 año

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Precio · 1 año

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANZAS · LITELumentum Holdings Inc

Ingresos: $3 mil M
Flujo de caja libre: $300,1 M
Margen operativo: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Precio · 1 año

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Precio · 1 año

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

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Bloom Energy (BE) — Análisis bursátil y financiero

Abriendo el report…

Bloom Energy

Bloom is a NYSE-listed company focused on electrical equipment & parts within the Industrials sector, serving U.S. markets. Its profile is shaped by operating scale, competitive positioning, sector demand, and margin execution.

Ir al informe

Ticker

IPO

2018

Sector

Industrials

Industria

Electrical Equipment & Parts

País

USA

Bolsa

NYSE

Último periodo

—

Fin del año fiscal

December

Capitalización

—

EPS

—

Último precio

16 oct 2026

$221,31-6.34%

Mín $98,69+124.25%Máx $345,85

TradingView

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