Designer Brands (DBI) — Análise de ações e financeira

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANÇAS · ETREntergy Corp

Receita: $12,9 bi
Fluxo de caixa livre: −$2,5 bi
Margem operacional: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Preço · 1 ano

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Preço · 1 ano

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANÇAS · NTRANatera Inc

Receita: $2,3 bi
Fluxo de caixa livre: $109,1 mi
Margem operacional: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Preço · 1 ano

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Preço · 1 ano

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

FINANÇAS · ETREntergy Corp

Receita: $12,9 bi
Fluxo de caixa livre: −$2,5 bi
Margem operacional: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Preço · 1 ano

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Preço · 1 ano

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANÇAS · NTRANatera Inc

Receita: $2,3 bi
Fluxo de caixa livre: $109,1 mi
Margem operacional: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Preço · 1 ano

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Preço · 1 ano

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

FINANÇAS · ETREntergy Corp

Receita: $12,9 bi
Fluxo de caixa livre: −$2,5 bi
Margem operacional: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Preço · 1 ano

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Preço · 1 ano

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANÇAS · NTRANatera Inc

Receita: $2,3 bi
Fluxo de caixa livre: $109,1 mi
Margem operacional: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Preço · 1 ano

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Preço · 1 ano

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Preço · 1 ano

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Preço · 1 ano

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANÇAS · ETNEaton Corporation PLC

Receita: $27,4 bi
Fluxo de caixa livre: $3,6 bi

FY 2025 · GFC

FITBFifth Third Bancorp

Preço · 1 ano

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Preço · 1 ano

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANÇAS · MMM3m Company

Receita: $24,9 bi
Fluxo de caixa livre: $1,4 bi
Margem operacional: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Preço · 1 ano

COFCapital One Financial Corp

Preço · 1 ano

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Preço · 1 ano

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANÇAS · ETNEaton Corporation PLC

Receita: $27,4 bi
Fluxo de caixa livre: $3,6 bi

FY 2025 · GFC

FITBFifth Third Bancorp

Preço · 1 ano

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Preço · 1 ano

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANÇAS · MMM3m Company

Receita: $24,9 bi
Fluxo de caixa livre: $1,4 bi
Margem operacional: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Preço · 1 ano

COFCapital One Financial Corp

Preço · 1 ano

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Preço · 1 ano

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANÇAS · ETNEaton Corporation PLC

Receita: $27,4 bi
Fluxo de caixa livre: $3,6 bi

FY 2025 · GFC

FITBFifth Third Bancorp

Preço · 1 ano

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Preço · 1 ano

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANÇAS · MMM3m Company

Receita: $24,9 bi
Fluxo de caixa livre: $1,4 bi
Margem operacional: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Preço · 1 ano

HUMHumana Inc

Preço · 1 ano

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANÇAS · FDXFedex Corp

Receita: $94,7 bi
Fluxo de caixa livre: $5,1 bi
Margem operacional: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Preço · 1 ano

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Preço · 1 ano

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANÇAS · MCKMckesson Corporation

Receita: $403,4 bi
Fluxo de caixa livre: $5,7 bi
Margem operacional: 1,5%

FY 2026 · GFC

AFLAflac Inc

Preço · 1 ano

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Preço · 1 ano

HUMHumana Inc

Preço · 1 ano

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANÇAS · FDXFedex Corp

Receita: $94,7 bi
Fluxo de caixa livre: $5,1 bi
Margem operacional: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Preço · 1 ano

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Preço · 1 ano

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANÇAS · MCKMckesson Corporation

Receita: $403,4 bi
Fluxo de caixa livre: $5,7 bi
Margem operacional: 1,5%

FY 2026 · GFC

AFLAflac Inc

Preço · 1 ano

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Preço · 1 ano

HUMHumana Inc

Preço · 1 ano

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANÇAS · FDXFedex Corp

Receita: $94,7 bi
Fluxo de caixa livre: $5,1 bi
Margem operacional: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Preço · 1 ano

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Preço · 1 ano

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANÇAS · MCKMckesson Corporation

Receita: $403,4 bi
Fluxo de caixa livre: $5,7 bi
Margem operacional: 1,5%

FY 2026 · GFC

AFLAflac Inc

Preço · 1 ano

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Preço · 1 ano

FINANÇAS · LRCXLam Research Corp

Receita: $23,2 bi
Fluxo de caixa livre: $4,9 bi
Margem operacional: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Preço · 1 ano

GSGoldman Sachs Group Inc

Preço · 1 ano

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANÇAS · IOTSamsara Inc - Class A

Receita: $1,6 bi
Fluxo de caixa livre: $207,4 mi
Margem operacional: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Preço · 1 ano

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Preço · 1 ano

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANÇAS · IDXXIdexx Laboratories Inc

Receita: $4,3 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 31,6%

FY 2025 · GFC

FINANÇAS · LRCXLam Research Corp

Receita: $23,2 bi
Fluxo de caixa livre: $4,9 bi
Margem operacional: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Preço · 1 ano

GSGoldman Sachs Group Inc

Preço · 1 ano

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANÇAS · IOTSamsara Inc - Class A

Receita: $1,6 bi
Fluxo de caixa livre: $207,4 mi
Margem operacional: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Preço · 1 ano

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Preço · 1 ano

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANÇAS · IDXXIdexx Laboratories Inc

Receita: $4,3 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 31,6%

FY 2025 · GFC

FINANÇAS · LRCXLam Research Corp

Receita: $23,2 bi
Fluxo de caixa livre: $4,9 bi
Margem operacional: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Preço · 1 ano

GSGoldman Sachs Group Inc

Preço · 1 ano

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANÇAS · IOTSamsara Inc - Class A

Receita: $1,6 bi
Fluxo de caixa livre: $207,4 mi
Margem operacional: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Preço · 1 ano

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Preço · 1 ano

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANÇAS · IDXXIdexx Laboratories Inc

Receita: $4,3 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 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

Preço · 1 ano

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANÇAS · ECLEcolab Incorporated

Receita: $16,1 bi
Fluxo de caixa livre: $1,9 bi
Margem operacional: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Preço · 1 ano

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Preço · 1 ano

REPORT · ABT

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

1What the company does

2Why it matters now

FINANÇAS · MCOMoody`S Corp

Receita: $7,7 bi
Fluxo de caixa livre: $2,6 bi
Margem operacional: 43,4%

FY 2025 · GFC

ORealty Income Corp

Preço · 1 ano

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

Preço · 1 ano

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANÇAS · ECLEcolab Incorporated

Receita: $16,1 bi
Fluxo de caixa livre: $1,9 bi
Margem operacional: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Preço · 1 ano

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Preço · 1 ano

REPORT · ABT

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

1What the company does

2Why it matters now

FINANÇAS · MCOMoody`S Corp

Receita: $7,7 bi
Fluxo de caixa livre: $2,6 bi
Margem operacional: 43,4%

FY 2025 · GFC

ORealty Income Corp

Preço · 1 ano

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

Preço · 1 ano

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANÇAS · ECLEcolab Incorporated

Receita: $16,1 bi
Fluxo de caixa livre: $1,9 bi
Margem operacional: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Preço · 1 ano

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Preço · 1 ano

REPORT · ABT

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

1What the company does

2Why it matters now

FINANÇAS · MCOMoody`S Corp

Receita: $7,7 bi
Fluxo de caixa livre: $2,6 bi
Margem operacional: 43,4%

FY 2025 · GFC

ORealty Income Corp

Preço · 1 ano

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

FINANÇAS · FCXFreeport-Mcmoran Inc

Receita: $25,9 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Preço · 1 ano

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Preço · 1 ano

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANÇAS · LITELumentum Holdings Inc

Receita: $3 bi
Fluxo de caixa livre: $300,1 mi
Margem operacional: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Preço · 1 ano

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Preço · 1 ano

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

FINANÇAS · FCXFreeport-Mcmoran Inc

Receita: $25,9 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Preço · 1 ano

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Preço · 1 ano

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANÇAS · LITELumentum Holdings Inc

Receita: $3 bi
Fluxo de caixa livre: $300,1 mi
Margem operacional: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Preço · 1 ano

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Preço · 1 ano

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

FINANÇAS · FCXFreeport-Mcmoran Inc

Receita: $25,9 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Preço · 1 ano

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Preço · 1 ano

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANÇAS · LITELumentum Holdings Inc

Receita: $3 bi
Fluxo de caixa livre: $300,1 mi
Margem operacional: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Preço · 1 ano

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Preço · 1 ano

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

A carregar a página…

REPORT · MCD

Fewer U.S. guests are spending more per visit

1What the company does

2Why it matters now

FINANÇAS · ETREntergy Corp

Receita: $12,9 bi
Fluxo de caixa livre: −$2,5 bi
Margem operacional: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Preço · 1 ano

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Preço · 1 ano

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANÇAS · NTRANatera Inc

Receita: $2,3 bi
Fluxo de caixa livre: $109,1 mi
Margem operacional: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Preço · 1 ano

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Preço · 1 ano

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

FINANÇAS · ETREntergy Corp

Receita: $12,9 bi
Fluxo de caixa livre: −$2,5 bi
Margem operacional: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Preço · 1 ano

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Preço · 1 ano

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANÇAS · NTRANatera Inc

Receita: $2,3 bi
Fluxo de caixa livre: $109,1 mi
Margem operacional: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Preço · 1 ano

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Preço · 1 ano

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

FINANÇAS · ETREntergy Corp

Receita: $12,9 bi
Fluxo de caixa livre: −$2,5 bi
Margem operacional: 24,7%

FY 2025 · GFC

ALLAllstate Corp (The)

Preço · 1 ano

REPORT · PG

Product renewal must lift demand without sacrificing margins

1What the company does

2Why it matters now

CBChubb Ltd

Preço · 1 ano

REPORT · MA

Growing payments and services must leave enough profit after customer incentives

1What the company does

2Why it matters now

FINANÇAS · NTRANatera Inc

Receita: $2,3 bi
Fluxo de caixa livre: $109,1 mi
Margem operacional: -13,4%

FY 2025 · GFC

FCNCAFirst Citizens Bancshares Inc (Nc) - Class A

Preço · 1 ano

REPORT · AMD

EPYC and Instinct growth must justify bigger commitments

1What the company does

2Why it matters now

LLoews Corp

Preço · 1 ano

REPORT · ABBV

New medicines must keep replacing older sales

1What the company does

2Why it matters now

COFCapital One Financial Corp

Preço · 1 ano

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Preço · 1 ano

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANÇAS · ETNEaton Corporation PLC

Receita: $27,4 bi
Fluxo de caixa livre: $3,6 bi

FY 2025 · GFC

FITBFifth Third Bancorp

Preço · 1 ano

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Preço · 1 ano

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANÇAS · MMM3m Company

Receita: $24,9 bi
Fluxo de caixa livre: $1,4 bi
Margem operacional: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Preço · 1 ano

COFCapital One Financial Corp

Preço · 1 ano

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Preço · 1 ano

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANÇAS · ETNEaton Corporation PLC

Receita: $27,4 bi
Fluxo de caixa livre: $3,6 bi

FY 2025 · GFC

FITBFifth Third Bancorp

Preço · 1 ano

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Preço · 1 ano

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANÇAS · MMM3m Company

Receita: $24,9 bi
Fluxo de caixa livre: $1,4 bi
Margem operacional: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Preço · 1 ano

COFCapital One Financial Corp

Preço · 1 ano

REPORT · AMAT

Technology comes first. Customer orders must follow.

1What the company does

2Why it matters now

METMetlife Inc

Preço · 1 ano

REPORT · META

Advertising demand is strong; cost conversion needs to improve

1What the company does

2Why it matters now

FINANÇAS · ETNEaton Corporation PLC

Receita: $27,4 bi
Fluxo de caixa livre: $3,6 bi

FY 2025 · GFC

FITBFifth Third Bancorp

Preço · 1 ano

REPORT · XOM

Operating progress must remain useful when price support fades

1What the company does

2Why it matters now

AXPAmerican Express Company

Preço · 1 ano

REPORT · INTC

Processor strength, factory returns unresolved

1What the company does

2Why it matters now

FINANÇAS · MMM3m Company

Receita: $24,9 bi
Fluxo de caixa livre: $1,4 bi
Margem operacional: 18,6%

FY 2025 · GFC

MTSIMacom Technology Solutions Holdings Inc

Preço · 1 ano

HUMHumana Inc

Preço · 1 ano

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANÇAS · FDXFedex Corp

Receita: $94,7 bi
Fluxo de caixa livre: $5,1 bi
Margem operacional: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Preço · 1 ano

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Preço · 1 ano

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANÇAS · MCKMckesson Corporation

Receita: $403,4 bi
Fluxo de caixa livre: $5,7 bi
Margem operacional: 1,5%

FY 2026 · GFC

AFLAflac Inc

Preço · 1 ano

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Preço · 1 ano

HUMHumana Inc

Preço · 1 ano

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANÇAS · FDXFedex Corp

Receita: $94,7 bi
Fluxo de caixa livre: $5,1 bi
Margem operacional: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Preço · 1 ano

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Preço · 1 ano

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANÇAS · MCKMckesson Corporation

Receita: $403,4 bi
Fluxo de caixa livre: $5,7 bi
Margem operacional: 1,5%

FY 2026 · GFC

AFLAflac Inc

Preço · 1 ano

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Preço · 1 ano

HUMHumana Inc

Preço · 1 ano

REPORT · VLO

Strong refining margins meet a smaller refinery base

1What the company does

2Why it matters now

FINANÇAS · FDXFedex Corp

Receita: $94,7 bi
Fluxo de caixa livre: $5,1 bi
Margem operacional: 5,8%

FY 2026 · GFC

IBKRInteractive Brokers Group Inc - Class A

Preço · 1 ano

REPORT · AMZN

Capacity-return inflection

1What the company does

2Why it matters now

BAMBrookfield Asset Management

Preço · 1 ano

REPORT · JPM

Higher fees and lending income must outgrow costs and credit losses

1What the company does

2Why it matters now

FINANÇAS · MCKMckesson Corporation

Receita: $403,4 bi
Fluxo de caixa livre: $5,7 bi
Margem operacional: 1,5%

FY 2026 · GFC

AFLAflac Inc

Preço · 1 ano

REPORT · ABNB

Marketplace profits growing; expansion returns unproven

1What the company does

2Why it matters now

MDTMedtronic PLC

Preço · 1 ano

FINANÇAS · LRCXLam Research Corp

Receita: $23,2 bi
Fluxo de caixa livre: $4,9 bi
Margem operacional: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Preço · 1 ano

GSGoldman Sachs Group Inc

Preço · 1 ano

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANÇAS · IOTSamsara Inc - Class A

Receita: $1,6 bi
Fluxo de caixa livre: $207,4 mi
Margem operacional: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Preço · 1 ano

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Preço · 1 ano

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANÇAS · IDXXIdexx Laboratories Inc

Receita: $4,3 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 31,6%

FY 2025 · GFC

FINANÇAS · LRCXLam Research Corp

Receita: $23,2 bi
Fluxo de caixa livre: $4,9 bi
Margem operacional: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Preço · 1 ano

GSGoldman Sachs Group Inc

Preço · 1 ano

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANÇAS · IOTSamsara Inc - Class A

Receita: $1,6 bi
Fluxo de caixa livre: $207,4 mi
Margem operacional: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Preço · 1 ano

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Preço · 1 ano

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANÇAS · IDXXIdexx Laboratories Inc

Receita: $4,3 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 31,6%

FY 2025 · GFC

FINANÇAS · LRCXLam Research Corp

Receita: $23,2 bi
Fluxo de caixa livre: $4,9 bi
Margem operacional: 35,3%

FY 2026 · GFC

MSMorgan Stanley

Preço · 1 ano

GSGoldman Sachs Group Inc

Preço · 1 ano

REPORT · GOOGL

Search and Cloud must earn the growing computing commitment

1What the company does

2Why it matters now

FINANÇAS · IOTSamsara Inc - Class A

Receita: $1,6 bi
Fluxo de caixa livre: $207,4 mi
Margem operacional: -3,2%

FY 2026 · GFC

KKRKkr & Co. Inc

Preço · 1 ano

REPORT · PLTR

Deeper adoption, durability unproven

1What the company does

2Why it matters now

CCitigroup Inc

Preço · 1 ano

REPORT · NVDA

Proven profits, open commitments

1What the company does

2Why it matters now

FINANÇAS · IDXXIdexx Laboratories Inc

Receita: $4,3 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 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

Preço · 1 ano

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANÇAS · ECLEcolab Incorporated

Receita: $16,1 bi
Fluxo de caixa livre: $1,9 bi
Margem operacional: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Preço · 1 ano

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Preço · 1 ano

REPORT · ABT

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

1What the company does

2Why it matters now

FINANÇAS · MCOMoody`S Corp

Receita: $7,7 bi
Fluxo de caixa livre: $2,6 bi
Margem operacional: 43,4%

FY 2025 · GFC

ORealty Income Corp

Preço · 1 ano

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

Preço · 1 ano

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANÇAS · ECLEcolab Incorporated

Receita: $16,1 bi
Fluxo de caixa livre: $1,9 bi
Margem operacional: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Preço · 1 ano

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Preço · 1 ano

REPORT · ABT

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

1What the company does

2Why it matters now

FINANÇAS · MCOMoody`S Corp

Receita: $7,7 bi
Fluxo de caixa livre: $2,6 bi
Margem operacional: 43,4%

FY 2025 · GFC

ORealty Income Corp

Preço · 1 ano

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

Preço · 1 ano

REPORT · BA

Aircraft recovery still lacks durable returns

1What the company does

2Why it matters now

FINANÇAS · ECLEcolab Incorporated

Receita: $16,1 bi
Fluxo de caixa livre: $1,9 bi
Margem operacional: 17%

FY 2025 · GFC

APOApollo Global Management Inc

Preço · 1 ano

REPORT · WMT

Price investment faces a durability test

1What the company does

2Why it matters now

BACBank Of America Corp

Preço · 1 ano

REPORT · ABT

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

1What the company does

2Why it matters now

FINANÇAS · MCOMoody`S Corp

Receita: $7,7 bi
Fluxo de caixa livre: $2,6 bi
Margem operacional: 43,4%

FY 2025 · GFC

ORealty Income Corp

Preço · 1 ano

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

FINANÇAS · FCXFreeport-Mcmoran Inc

Receita: $25,9 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Preço · 1 ano

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Preço · 1 ano

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANÇAS · LITELumentum Holdings Inc

Receita: $3 bi
Fluxo de caixa livre: $300,1 mi
Margem operacional: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Preço · 1 ano

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Preço · 1 ano

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

FINANÇAS · FCXFreeport-Mcmoran Inc

Receita: $25,9 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Preço · 1 ano

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Preço · 1 ano

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANÇAS · LITELumentum Holdings Inc

Receita: $3 bi
Fluxo de caixa livre: $300,1 mi
Margem operacional: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Preço · 1 ano

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Preço · 1 ano

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

FINANÇAS · FCXFreeport-Mcmoran Inc

Receita: $25,9 bi
Fluxo de caixa livre: $1,1 bi
Margem operacional: 25,2%

FY 2025 · GFC

CINFCincinnati Financial Corp

Preço · 1 ano

REPORT · DE

Other equipment markets must offset weak large agriculture

1What the company does

2Why it matters now

AIGAmerican International Group Inc

Preço · 1 ano

REPORT · AAPL

Device scale proven, Services profit case open

1What the company does

2Why it matters now

FINANÇAS · LITELumentum Holdings Inc

Receita: $3 bi
Fluxo de caixa livre: $300,1 mi
Margem operacional: 17,4%

FY 2026 · GFC

ARESAres Management Corp - Class A

Preço · 1 ano

REPORT · ACN

New transformation work must replace services technology displaces

1What the company does

2Why it matters now

FANGDiamondback Energy Incorporated

Preço · 1 ano

REPORT · NFLX

Netflix must keep earning viewers' time profitably

1What the company does

2Why it matters now

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Designer Brands (DBI) — Análise de ações e financeira

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