MarketGrader Ratings Overview
Barron's 400 Index
Five Largest Companies (Top 5 of 200)
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| AAPL | Apple Inc. | 71.8 | $1,994,480.00 | US |
| MSFT | Microsoft Corporation | 68.4 | $1,635,310.00 | US |
| AMZN | Amazon.com, Inc. | 65.8 | $1,605,050.00 | US |
| GOOGL | Alphabet Inc. Class A | 60.4 | $1,110,690.00 | US |
| FB | Facebook, Inc. Class A | 70.7 | $811,314.00 | US |
Five Smallest Companies (Top 5 of 13)
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| HESM | Hess Midstream LP Class A | 66.5 | $318.92 | US |
| CPRX | Catalyst Pharmaceuticals, Inc. | 73.2 | $330.05 | US |
| SCPL | SciPlay Corp. Class A | 75.1 | $338.16 | US |
| VMD | Viemed Healthcare Inc | 77.0 | $372.08 | US |
| CPF | Central Pacific Financial Corp. | 66.4 | $425.69 | US |
Companies with Most Selections Among Current Components
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | 68.4 | 41 | US |
| AMGN | Amgen Inc. | 63.6 | 40 | US |
| HD | Home Depot, Inc. | 59.0 | 37 | US |
| WMT | Walmart Inc. | 60.7 | 36 | US |
| PEP | PepsiCo, Inc. | 54.4 | 34 | US |
| AAPL | Apple Inc. | 71.8 | 34 | US |
| FDS | FactSet Research Systems Inc. | 65.1 | 33 | US |
| JNJ | Johnson & Johnson | 60.4 | 33 | US |
| IBM | International Business Machines Corporat | 55.4 | 32 | US |
| CTSH | Cognizant Technology Solutions Corporati | 57.5 | 32 | US |
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
| Average Market Cap | $49,210.13 |
| Median Market Cap | $10,697.20 |
| Avg. 3 Mo. Dollar Vol. | $313,265,529.05 |
| Avg. 3 Mo. Trading Vol. | 2,148,039 |
| Last Rebalance Date | 09/21/2020 |
| Companies Replaced | 180 |
| Biggest Industry Increase | Regional Banks |
| Biggest Industry Decrease | Investment Managers |
| Companies Overlapping S&P 500 | 180 |
Fundamental Attributes
| Trailing P/E Ratio (12 Mo.) | 22.45 |
| Forward P/E Ratio (12 Mo.) | 19.67 |
| Price/Book Ratio | 4.64 |
| Avg. Revenue Chg. - 3 Yr | 30.31% |
| Avg. Op. Income Chg. - 3 Yr. | 67.45% |
| Avg. EPS Growth - 3 Yr. | 17.52% |
| Avg. EPS Growth - 1 Yr. | 14.87% |
| Avg. Operating Margin | 17.66% |
| Avg. LT Debt to Total Capital | 42.04% |
| Avg. Return on Equity | 20.0% |
| Dividend Yield | 0.84% |
| Beta to SPX | 0.83 |
Index Average Grade
| Barron's 400 Index | 64.12 |
| S&P 500 Index | N/A |
| Dow Jones Industrial Average | N/A |
| NASDAQ | N/A |
| DJ U.S. TSM | N/A |
Country Breakdown
| United States Of America | 99.0% |
| Bermuda | 0.5% |
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