The Barron's 400 Index

Top Large Caps (3 of )
Company Grade Sentiment Market Cap

Top Mid Caps (3 of )
Company Grade Sentiment Market Cap

Top Small Caps (3 of )
Company Grade Sentiment Market Cap

Companies with Most Selections Since Inception (2007)
Company Grade Sentiment Number of Selections

Companies with Most Selections Among Current Components
Company Grade Sentiment Number of Selections
Index Bio
Average Market Cap $62,973.68 M
Median Market Cap $10,105.40 M
Avg. 3 Mo. Volume (Shares) 2,362,738
Avg. 3 Mo. Volume (Dollars) $420,052,785.34
Last Rebalance Date 03/18/2024
Companies Replaced 162
Sector with Biggest Increase Consumer Disc.
Sector with Biggest Decrease Energy
Companies Overlapping S&P 500 153

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) - Average 17.98
Forward P/E Ratio (12 Mo.) - Average 15.41
Price/Book Ratio - Average 3.9
Avg. Revenue Chg. - 3 Yr 53.34%
Avg. Operating Income Chg. - 3 Yr. 92.54%
Avg. EPS Growth - 3 Yr. 23.65%
Avg. EPS Growth - 1 Yr. 16.06%
Avg. Operating Margin 19.64%
Avg. LT Debt to Total Capital 36.12%
Avg. Return on Equity 24.25%
Dividend Yield 0.78%
Beta to S&P 500 0.86

Average Index Grades
Barron's 400 Index 64.6
S&P 500 Index 50.5
Dow Jones Industrial Average 51.7
DJ U.S. TSM 45.8

Barron's 400 Honor Roll
No. of Companies in Index for at Least 5 Yrs.17
No. of Companies in Index for at Least 3 Yrs.51
No. of Companies in Index for at Least 2 Yrs.100

"The Barron's 400 IndexSM" is calculated by NYSE or its affiliates and published by MarketGrader. "Barron's®,"
"Barron's 400SM" and "Barron's 400 IndexSM" are trademarks or service marks of Dow Jones & Company, Inc. or its affiliates and have been licensed to MarketGrader.