2018 Indexes Report Card
Barron's 400 Index
Top Large Caps (Top 3 of 219)
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| EVR | Evercore Inc Class A | 90.0 | $3,773.59 | US |
| EXEL | Exelixis, Inc. | 88.5 | $7,299.16 | US |
| FB | Facebook, Inc. Class A | 85.8 | $461,206.00 | US |
Top Mid Caps (Top 3 of 117)
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| HCC | Warrior Met Coal, Inc. | 90.5 | $1,495.10 | US |
| PUMP | ProPetro Holding Corp. | 87.5 | $2,080.35 | US |
| MC | Moelis & Co. Class A | 87.3 | $1,949.38 | US |
Top Small Caps (Top 3 of 64)
| Symbol | Name | Overall Grade | Market Cap | Country |
|---|---|---|---|---|
| SOI | Solaris Oilfield Infrastructure, Inc. Class A | 88.5 | $455.36 | US |
| PVAC | Penn Virginia Corporation | 84.7 | $771.41 | US |
| BOOM | DMC Global Inc. | 84.2 | $718.03 | US |
Companies with Most Selections Among Current Components
| Symbol | Name | Grade | times | Country |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | 69.9 | 38 Times | US |
| AMGN | Amgen Inc. | 66.8 | 37 Times | US |
| ROST | Ross Stores, Inc. | 69.6 | 34 Times | US |
| TJX | TJX Companies Inc | 70.0 | 32 Times | US |
| AAPL | Apple Inc. | 67.6 | 31 Times | US |
| CTSH | Cognizant Technology Solutions Corporation Class A | 70.7 | 30 Times | US |
| JNJ | Johnson & Johnson | 64.0 | 30 Times | US |
| TROW | T. Rowe Price Group | 72.2 | 29 Times | US |
| WAT | Waters Corporation | 68.2 | 29 Times | US |
| INTC | Intel Corporation | 74.9 | 28 Times | US |
Index Bio
| Average Market Cap | $27,068.01 |
| Median Market Cap | $4,683.61 |
| Average 3 Mo. Dollar Volume | $187,133,087.69 |
| Average 3 Mo. Trading Volume | 2,400,637 |
| Last Rebalance Date | 03/18/2019 |
| Companies Replaced | 197 |
| Biggest Sector Increase | Health Care |
| Biggest Sector Decrease | Consumer Discretionary |
| Companies Overlapping S&P 500 | 122 |
Fundamental Attributes
| Trailing P/E Ratio (12 Mo.) | 14.57 |
| Forward P/E Ratio (12 Mo.) | 14.29 |
| Price/Book Ratio | 4.46 |
| Avg. Revenue Chg. - 3 Yr | 42.09% |
| Avg. Op. Income Chg. - 3 Yr. | 105.91% |
| Avg. EPS Growth - 3 Yr. | 24.47% |
| Avg. EPS Growth - 1 Yr. | 18.89% |
| Avg. Operating Margin | 23.16% |
| Avg. LT Debt to Total Capital | 31.16% |
| Avg. Return on Equity | 23.78% |
| Dividend Yield | 0.98% |
| Beta to SPX | 1.03 |
Index Average Grade
| Barron's 400 Index Index | 71.72 |
| S&P 500 Index | N/A |
| Dow Jones Industrial Average | N/A |
| NASDAQ | N/A |
| DJ U.S. TSM | N/A |
Country Allocation
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