REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

Chargement de la page…

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

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

FINANCES · ETREntergy Corp

Chiffre d’affaires: $12,9 Md
Flux de trésorerie libre: −$2,5 Md
Marge opérationnelle: 24,7 %

FY 2025 · GFC

ALLAllstate Corp (The)

Cours · 1 an

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Cours · 1 an

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANCES · NTRANatera Inc

Chiffre d’affaires: $2,3 Md
Flux de trésorerie libre: $109,1 M
Marge opérationnelle: -13,4 %

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Cours · 1 an

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Cours · 1 an

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

COFCapital One Financial Corp

Cours · 1 an

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Cours · 1 an

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANCES · ETNEaton Corporation PLC

Chiffre d’affaires: $27,4 Md
Flux de trésorerie libre: $3,6 Md

FY 2025 · GFC

FITBFifth Third Bancorp

Cours · 1 an

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Cours · 1 an

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANCES · MMM3m Company

Chiffre d’affaires: $24,9 Md
Flux de trésorerie libre: $1,4 Md
Marge opérationnelle: 18,6 %

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

HUMHumana Inc

Cours · 1 an

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANCES · FDXFedex Corp

Chiffre d’affaires: $94,7 Md
Flux de trésorerie libre: $5,1 Md
Marge opérationnelle: 5,8 %

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Cours · 1 an

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Cours · 1 an

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANCES · MCKMckesson Corporation

Chiffre d’affaires: $403,4 Md
Flux de trésorerie libre: $5,7 Md
Marge opérationnelle: 1,5 %

FY 2026 · GFC

AFLAflac Inc

Cours · 1 an

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Cours · 1 an

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 31,6 %

FY 2025 · GFC

FINANCES · LRCXLam Research Corp

Chiffre d’affaires: $23,2 Md
Flux de trésorerie libre: $4,9 Md
Marge opérationnelle: 35,3 %

FY 2026 · GFC

MSMorgan Stanley

Cours · 1 an

GSGoldman Sachs Group Inc

Cours · 1 an

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANCES · IOTSamsara Inc - Class A

Chiffre d’affaires: $1,6 Md
Flux de trésorerie libre: $207,4 M
Marge opérationnelle: -3,2 %

FY 2026 · GFC

KKRKkr & Co. Inc

Cours · 1 an

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Cours · 1 an

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANCES · IDXXIdexx Laboratories Inc

Chiffre d’affaires: $4,3 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

Cours · 1 an

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANCES · ECLEcolab Incorporated

Chiffre d’affaires: $16,1 Md
Flux de trésorerie libre: $1,9 Md
Marge opérationnelle: 17 %

FY 2025 · GFC

APOApollo Global Management Inc

Cours · 1 an

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Cours · 1 an

REPORT · ABT

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

1What the company does

2Why it matters now

FINANCES · MCOMoody`S Corp

Chiffre d’affaires: $7,7 Md
Flux de trésorerie libre: $2,6 Md
Marge opérationnelle: 43,4 %

FY 2025 · GFC

ORealty Income Corp

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

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

FINANCES · FCXFreeport-Mcmoran Inc

Chiffre d’affaires: $25,9 Md
Flux de trésorerie libre: $1,1 Md
Marge opérationnelle: 25,2 %

FY 2025 · GFC

CINFCincinnati Financial Corp

Cours · 1 an

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Cours · 1 an

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANCES · LITELumentum Holdings Inc

Chiffre d’affaires: $3 Md
Flux de trésorerie libre: $300,1 M
Marge opérationnelle: 17,4 %

FY 2026 · GFC

ARESAres Management Corp - Class A

Cours · 1 an

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Cours · 1 an

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

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International Flavors & Fragrances (IFF) — Analyse boursière et financière

International Flavors & Fragrances

International Flavors & Fragrances est une entreprise americaine de chimie de specialite qui developpe des aromes, des parfums et des ingredients pour l'alimentation, les boissons et les produits de consommation. Son profil depend de l'echelle, de la position concurrentielle, de la demande et des marges.

Ticker

IFF

IPO

1981

Secteur

Basic Materials

Industrie

Specialty Chemicals

Pays

USA

Bourse

NYSE