Comfort Systems USA (FIX) — Analisi azionaria e finanziaria

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

BILANCI · ETREntergy Corp

Ricavi: $12,9 mld
Cassa libera: −$2,5 mld
Margine operativo: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Prezzo · 1 anno

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Prezzo · 1 anno

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

BILANCI · NTRANatera Inc

Ricavi: $2,3 mld
Cassa libera: $109,1 mln
Margine operativo: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Prezzo · 1 anno

REPORT · AMD

ReasyPort View: Esecuzione solida, investimenti da dimostrare. AMD sta trasformando la crescita del Data Center in utili e cassa, ma il prossimo ciclo di investimenti deve ancora dimostrare di creare valore durevole. La stima ReasyPort richiede che il Data Center resti altamente redditizio e che i nuovi investimenti in AI, software e capacità produttiva generino abbastanza cassa da giustificarne i

1Cosa fa l'azienda

2Perché conta ora

LLoews Corp

Prezzo · 1 anno

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

BILANCI · ETREntergy Corp

Ricavi: $12,9 mld
Cassa libera: −$2,5 mld
Margine operativo: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Prezzo · 1 anno

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Prezzo · 1 anno

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

BILANCI · NTRANatera Inc

Ricavi: $2,3 mld
Cassa libera: $109,1 mln
Margine operativo: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Prezzo · 1 anno

REPORT · AMD

1Cosa fa l'azienda

2Perché conta ora

LLoews Corp

Prezzo · 1 anno

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

BILANCI · ETREntergy Corp

Ricavi: $12,9 mld
Cassa libera: −$2,5 mld
Margine operativo: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Prezzo · 1 anno

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Prezzo · 1 anno

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

BILANCI · NTRANatera Inc

Ricavi: $2,3 mld
Cassa libera: $109,1 mln
Margine operativo: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Prezzo · 1 anno

REPORT · AMD

1Cosa fa l'azienda

2Perché conta ora

LLoews Corp

Prezzo · 1 anno

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Prezzo · 1 anno

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Prezzo · 1 anno

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

BILANCI · ETNEaton Corporation PLC

Ricavi: $27,4 mld
Cassa libera: $3,6 mld

FY 2025 · GFC

FITBFifth Third Bancorp

Prezzo · 1 anno

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Prezzo · 1 anno

REPORT · INTC

ReasyPort View: Prodotti in ripresa, ritorni Foundry da dimostrare. Intel ha dimostrato che il business dei prodotti è in ripresa, ma quello delle fabbriche continua a perdere denaro e lavora soprattutto per Intel stessa. La stima ReasyPort richiede che Intel Products resti profittevole mentre Foundry conquista clienti indipendenti, porta i ricavi esterni ben oltre $293 milioni, riduce le perdite

1Cosa fa l'azienda

2Perché conta ora

BILANCI · MMM3m Company

Ricavi: $24,9 mld
Cassa libera: $1,4 mld
Margine operativo: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Prezzo · 1 anno

COFCapital One Financial Corp

Prezzo · 1 anno

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Prezzo · 1 anno

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

BILANCI · ETNEaton Corporation PLC

Ricavi: $27,4 mld
Cassa libera: $3,6 mld

FY 2025 · GFC

FITBFifth Third Bancorp

Prezzo · 1 anno

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Prezzo · 1 anno

REPORT · INTC

1Cosa fa l'azienda

2Perché conta ora

BILANCI · MMM3m Company

Ricavi: $24,9 mld
Cassa libera: $1,4 mld
Margine operativo: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Prezzo · 1 anno

COFCapital One Financial Corp

Prezzo · 1 anno

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Prezzo · 1 anno

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

BILANCI · ETNEaton Corporation PLC

Ricavi: $27,4 mld
Cassa libera: $3,6 mld

FY 2025 · GFC

FITBFifth Third Bancorp

Prezzo · 1 anno

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Prezzo · 1 anno

REPORT · INTC

1Cosa fa l'azienda

2Perché conta ora

BILANCI · MMM3m Company

Ricavi: $24,9 mld
Cassa libera: $1,4 mld
Margine operativo: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Prezzo · 1 anno

HUMHumana Inc

Prezzo · 1 anno

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

BILANCI · FDXFedex Corp

Ricavi: $94,7 mld
Cassa libera: $5,1 mld
Margine operativo: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Prezzo · 1 anno

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Prezzo · 1 anno

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

BILANCI · MCKMckesson Corporation

Ricavi: $403,4 mld
Cassa libera: $5,7 mld
Margine operativo: 1,5%

FY 2026 · GFC

AFLAflac Inc

Prezzo · 1 anno

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Prezzo · 1 anno

HUMHumana Inc

Prezzo · 1 anno

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

BILANCI · FDXFedex Corp

Ricavi: $94,7 mld
Cassa libera: $5,1 mld
Margine operativo: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Prezzo · 1 anno

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Prezzo · 1 anno

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

BILANCI · MCKMckesson Corporation

Ricavi: $403,4 mld
Cassa libera: $5,7 mld
Margine operativo: 1,5%

FY 2026 · GFC

AFLAflac Inc

Prezzo · 1 anno

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Prezzo · 1 anno

HUMHumana Inc

Prezzo · 1 anno

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

BILANCI · FDXFedex Corp

Ricavi: $94,7 mld
Cassa libera: $5,1 mld
Margine operativo: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Prezzo · 1 anno

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Prezzo · 1 anno

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

BILANCI · MCKMckesson Corporation

Ricavi: $403,4 mld
Cassa libera: $5,7 mld
Margine operativo: 1,5%

FY 2026 · GFC

AFLAflac Inc

Prezzo · 1 anno

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Prezzo · 1 anno

BILANCI · LRCXLam Research Corp

Ricavi: $23,2 mld
Cassa libera: $4,9 mld
Margine operativo: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Prezzo · 1 anno

GSGoldman Sachs Group Inc

Prezzo · 1 anno

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

BILANCI · IOTSamsara Inc - Class A

Ricavi: $1,6 mld
Cassa libera: $207,4 mln
Margine operativo: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Prezzo · 1 anno

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Prezzo · 1 anno

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

BILANCI · IDXXIdexx Laboratories Inc

Ricavi: $4,3 mld
Cassa libera: $1,1 mld
Margine operativo: 31,6%

FY 2025 · GFC

BILANCI · LRCXLam Research Corp

Ricavi: $23,2 mld
Cassa libera: $4,9 mld
Margine operativo: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Prezzo · 1 anno

GSGoldman Sachs Group Inc

Prezzo · 1 anno

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

BILANCI · IOTSamsara Inc - Class A

Ricavi: $1,6 mld
Cassa libera: $207,4 mln
Margine operativo: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Prezzo · 1 anno

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Prezzo · 1 anno

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

BILANCI · IDXXIdexx Laboratories Inc

Ricavi: $4,3 mld
Cassa libera: $1,1 mld
Margine operativo: 31,6%

FY 2025 · GFC

BILANCI · LRCXLam Research Corp

Ricavi: $23,2 mld
Cassa libera: $4,9 mld
Margine operativo: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Prezzo · 1 anno

GSGoldman Sachs Group Inc

Prezzo · 1 anno

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

BILANCI · IOTSamsara Inc - Class A

Ricavi: $1,6 mld
Cassa libera: $207,4 mln
Margine operativo: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Prezzo · 1 anno

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Prezzo · 1 anno

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

BILANCI · IDXXIdexx Laboratories Inc

Ricavi: $4,3 mld
Cassa libera: $1,1 mld
Margine operativo: 31,6%

FY 2025 · GFC

REPORT · TSLA

Tesla vende veicoli elettrici agli automobilisti e sistemi di generazione e stoccaggio dell'energia a famiglie, aziende e reti elettriche. La questione centrale per la valutazione è quanto miglioramento futuro e quanto successo nel reinvestimento siano già incorporati nella valutazione corrente. La tesi d'investimento dipende ancora dalla capacità di trasformare questi punti di forza dell'attività

1Sintesi

2Panoramica dell'attività

MKLMarkel Group Inc

Prezzo · 1 anno

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

BILANCI · ECLEcolab Incorporated

Ricavi: $16,1 mld
Cassa libera: $1,9 mld
Margine operativo: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Prezzo · 1 anno

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Prezzo · 1 anno

REPORT · ABT

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

1What the company does

2Why it matters now

BILANCI · MCOMoody`S Corp

Ricavi: $7,7 mld
Cassa libera: $2,6 mld
Margine operativo: 43,4%

FY 2025 · GFC

ORealty Income Corp

Prezzo · 1 anno

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

1Sintesi

2Panoramica dell'attività

MKLMarkel Group Inc

Prezzo · 1 anno

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

BILANCI · ECLEcolab Incorporated

Ricavi: $16,1 mld
Cassa libera: $1,9 mld
Margine operativo: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Prezzo · 1 anno

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Prezzo · 1 anno

REPORT · ABT

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

1What the company does

2Why it matters now

BILANCI · MCOMoody`S Corp

Ricavi: $7,7 mld
Cassa libera: $2,6 mld
Margine operativo: 43,4%

FY 2025 · GFC

ORealty Income Corp

Prezzo · 1 anno

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

1Sintesi

2Panoramica dell'attività

MKLMarkel Group Inc

Prezzo · 1 anno

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

BILANCI · ECLEcolab Incorporated

Ricavi: $16,1 mld
Cassa libera: $1,9 mld
Margine operativo: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Prezzo · 1 anno

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Prezzo · 1 anno

REPORT · ABT

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

1What the company does

2Why it matters now

BILANCI · MCOMoody`S Corp

Ricavi: $7,7 mld
Cassa libera: $2,6 mld
Margine operativo: 43,4%

FY 2025 · GFC

ORealty Income Corp

Prezzo · 1 anno

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

BILANCI · FCXFreeport-Mcmoran Inc

Ricavi: $25,9 mld
Cassa libera: $1,1 mld
Margine operativo: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Prezzo · 1 anno

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Prezzo · 1 anno

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

BILANCI · LITELumentum Holdings Inc

Ricavi: $3 mld
Cassa libera: $300,1 mln
Margine operativo: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Prezzo · 1 anno

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Prezzo · 1 anno

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

BILANCI · FCXFreeport-Mcmoran Inc

Ricavi: $25,9 mld
Cassa libera: $1,1 mld
Margine operativo: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Prezzo · 1 anno

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Prezzo · 1 anno

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

BILANCI · LITELumentum Holdings Inc

Ricavi: $3 mld
Cassa libera: $300,1 mln
Margine operativo: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Prezzo · 1 anno

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Prezzo · 1 anno

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

BILANCI · FCXFreeport-Mcmoran Inc

Ricavi: $25,9 mld
Cassa libera: $1,1 mld
Margine operativo: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Prezzo · 1 anno

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Prezzo · 1 anno

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

BILANCI · LITELumentum Holdings Inc

Ricavi: $3 mld
Cassa libera: $300,1 mln
Margine operativo: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Prezzo · 1 anno

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Prezzo · 1 anno

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

Caricamento della pagina…

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

BILANCI · ETREntergy Corp

Ricavi: $12,9 mld
Cassa libera: −$2,5 mld
Margine operativo: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Prezzo · 1 anno

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Prezzo · 1 anno

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

BILANCI · NTRANatera Inc

Ricavi: $2,3 mld
Cassa libera: $109,1 mln
Margine operativo: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Prezzo · 1 anno

REPORT · AMD

1Cosa fa l'azienda

2Perché conta ora

LLoews Corp

Prezzo · 1 anno

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

BILANCI · ETREntergy Corp

Ricavi: $12,9 mld
Cassa libera: −$2,5 mld
Margine operativo: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Prezzo · 1 anno

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Prezzo · 1 anno

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

BILANCI · NTRANatera Inc

Ricavi: $2,3 mld
Cassa libera: $109,1 mln
Margine operativo: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Prezzo · 1 anno

REPORT · AMD

1Cosa fa l'azienda

2Perché conta ora

LLoews Corp

Prezzo · 1 anno

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

BILANCI · ETREntergy Corp

Ricavi: $12,9 mld
Cassa libera: −$2,5 mld
Margine operativo: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Prezzo · 1 anno

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Prezzo · 1 anno

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

BILANCI · NTRANatera Inc

Ricavi: $2,3 mld
Cassa libera: $109,1 mln
Margine operativo: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Prezzo · 1 anno

REPORT · AMD

1Cosa fa l'azienda

2Perché conta ora

LLoews Corp

Prezzo · 1 anno

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Prezzo · 1 anno

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Prezzo · 1 anno

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

BILANCI · ETNEaton Corporation PLC

Ricavi: $27,4 mld
Cassa libera: $3,6 mld

FY 2025 · GFC

FITBFifth Third Bancorp

Prezzo · 1 anno

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Prezzo · 1 anno

REPORT · INTC

1Cosa fa l'azienda

2Perché conta ora

BILANCI · MMM3m Company

Ricavi: $24,9 mld
Cassa libera: $1,4 mld
Margine operativo: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Prezzo · 1 anno

COFCapital One Financial Corp

Prezzo · 1 anno

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Prezzo · 1 anno

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

BILANCI · ETNEaton Corporation PLC

Ricavi: $27,4 mld
Cassa libera: $3,6 mld

FY 2025 · GFC

FITBFifth Third Bancorp

Prezzo · 1 anno

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Prezzo · 1 anno

REPORT · INTC

1Cosa fa l'azienda

2Perché conta ora

BILANCI · MMM3m Company

Ricavi: $24,9 mld
Cassa libera: $1,4 mld
Margine operativo: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Prezzo · 1 anno

COFCapital One Financial Corp

Prezzo · 1 anno

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Prezzo · 1 anno

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

BILANCI · ETNEaton Corporation PLC

Ricavi: $27,4 mld
Cassa libera: $3,6 mld

FY 2025 · GFC

FITBFifth Third Bancorp

Prezzo · 1 anno

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Prezzo · 1 anno

REPORT · INTC

1Cosa fa l'azienda

2Perché conta ora

BILANCI · MMM3m Company

Ricavi: $24,9 mld
Cassa libera: $1,4 mld
Margine operativo: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Prezzo · 1 anno

HUMHumana Inc

Prezzo · 1 anno

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

BILANCI · FDXFedex Corp

Ricavi: $94,7 mld
Cassa libera: $5,1 mld
Margine operativo: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Prezzo · 1 anno

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Prezzo · 1 anno

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

BILANCI · MCKMckesson Corporation

Ricavi: $403,4 mld
Cassa libera: $5,7 mld
Margine operativo: 1,5%

FY 2026 · GFC

AFLAflac Inc

Prezzo · 1 anno

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Prezzo · 1 anno

HUMHumana Inc

Prezzo · 1 anno

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

BILANCI · FDXFedex Corp

Ricavi: $94,7 mld
Cassa libera: $5,1 mld
Margine operativo: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Prezzo · 1 anno

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Prezzo · 1 anno

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

BILANCI · MCKMckesson Corporation

Ricavi: $403,4 mld
Cassa libera: $5,7 mld
Margine operativo: 1,5%

FY 2026 · GFC

AFLAflac Inc

Prezzo · 1 anno

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Prezzo · 1 anno

HUMHumana Inc

Prezzo · 1 anno

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

BILANCI · FDXFedex Corp

Ricavi: $94,7 mld
Cassa libera: $5,1 mld
Margine operativo: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Prezzo · 1 anno

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Prezzo · 1 anno

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

BILANCI · MCKMckesson Corporation

Ricavi: $403,4 mld
Cassa libera: $5,7 mld
Margine operativo: 1,5%

FY 2026 · GFC

AFLAflac Inc

Prezzo · 1 anno

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Prezzo · 1 anno

BILANCI · LRCXLam Research Corp

Ricavi: $23,2 mld
Cassa libera: $4,9 mld
Margine operativo: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Prezzo · 1 anno

GSGoldman Sachs Group Inc

Prezzo · 1 anno

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

BILANCI · IOTSamsara Inc - Class A

Ricavi: $1,6 mld
Cassa libera: $207,4 mln
Margine operativo: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Prezzo · 1 anno

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Prezzo · 1 anno

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

BILANCI · IDXXIdexx Laboratories Inc

Ricavi: $4,3 mld
Cassa libera: $1,1 mld
Margine operativo: 31,6%

FY 2025 · GFC

BILANCI · LRCXLam Research Corp

Ricavi: $23,2 mld
Cassa libera: $4,9 mld
Margine operativo: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Prezzo · 1 anno

GSGoldman Sachs Group Inc

Prezzo · 1 anno

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

BILANCI · IOTSamsara Inc - Class A

Ricavi: $1,6 mld
Cassa libera: $207,4 mln
Margine operativo: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Prezzo · 1 anno

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Prezzo · 1 anno

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

BILANCI · IDXXIdexx Laboratories Inc

Ricavi: $4,3 mld
Cassa libera: $1,1 mld
Margine operativo: 31,6%

FY 2025 · GFC

BILANCI · LRCXLam Research Corp

Ricavi: $23,2 mld
Cassa libera: $4,9 mld
Margine operativo: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Prezzo · 1 anno

GSGoldman Sachs Group Inc

Prezzo · 1 anno

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

BILANCI · IOTSamsara Inc - Class A

Ricavi: $1,6 mld
Cassa libera: $207,4 mln
Margine operativo: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Prezzo · 1 anno

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Prezzo · 1 anno

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

BILANCI · IDXXIdexx Laboratories Inc

Ricavi: $4,3 mld
Cassa libera: $1,1 mld
Margine operativo: 31,6%

FY 2025 · GFC

REPORT · TSLA

1Sintesi

2Panoramica dell'attività

MKLMarkel Group Inc

Prezzo · 1 anno

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

BILANCI · ECLEcolab Incorporated

Ricavi: $16,1 mld
Cassa libera: $1,9 mld
Margine operativo: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Prezzo · 1 anno

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Prezzo · 1 anno

REPORT · ABT

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

1What the company does

2Why it matters now

BILANCI · MCOMoody`S Corp

Ricavi: $7,7 mld
Cassa libera: $2,6 mld
Margine operativo: 43,4%

FY 2025 · GFC

ORealty Income Corp

Prezzo · 1 anno

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

1Sintesi

2Panoramica dell'attività

MKLMarkel Group Inc

Prezzo · 1 anno

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

BILANCI · ECLEcolab Incorporated

Ricavi: $16,1 mld
Cassa libera: $1,9 mld
Margine operativo: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Prezzo · 1 anno

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Prezzo · 1 anno

REPORT · ABT

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

1What the company does

2Why it matters now

BILANCI · MCOMoody`S Corp

Ricavi: $7,7 mld
Cassa libera: $2,6 mld
Margine operativo: 43,4%

FY 2025 · GFC

ORealty Income Corp

Prezzo · 1 anno

REPORT · AVGO

Rapid product growth must remain profitable and cash-generative

1What the company does

2Why it matters now

REPORT · TSLA

1Sintesi

2Panoramica dell'attività

MKLMarkel Group Inc

Prezzo · 1 anno

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

BILANCI · ECLEcolab Incorporated

Ricavi: $16,1 mld
Cassa libera: $1,9 mld
Margine operativo: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Prezzo · 1 anno

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Prezzo · 1 anno

REPORT · ABT

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

1What the company does

2Why it matters now

BILANCI · MCOMoody`S Corp

Ricavi: $7,7 mld
Cassa libera: $2,6 mld
Margine operativo: 43,4%

FY 2025 · GFC

ORealty Income Corp

Prezzo · 1 anno

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

BILANCI · FCXFreeport-Mcmoran Inc

Ricavi: $25,9 mld
Cassa libera: $1,1 mld
Margine operativo: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Prezzo · 1 anno

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Prezzo · 1 anno

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

BILANCI · LITELumentum Holdings Inc

Ricavi: $3 mld
Cassa libera: $300,1 mln
Margine operativo: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Prezzo · 1 anno

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Prezzo · 1 anno

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

BILANCI · FCXFreeport-Mcmoran Inc

Ricavi: $25,9 mld
Cassa libera: $1,1 mld
Margine operativo: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Prezzo · 1 anno

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Prezzo · 1 anno

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

BILANCI · LITELumentum Holdings Inc

Ricavi: $3 mld
Cassa libera: $300,1 mln
Margine operativo: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Prezzo · 1 anno

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Prezzo · 1 anno

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

BILANCI · FCXFreeport-Mcmoran Inc

Ricavi: $25,9 mld
Cassa libera: $1,1 mld
Margine operativo: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Prezzo · 1 anno

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Prezzo · 1 anno

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

BILANCI · LITELumentum Holdings Inc

Ricavi: $3 mld
Cassa libera: $300,1 mln
Margine operativo: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Prezzo · 1 anno

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Prezzo · 1 anno

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

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