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 | 85.5 | $3,151.88 | US |
| VRTX | Vertex Pharmaceuticals Incorporated | 85.3 | $47,356.10 | US |
| SIVB | SVB Financial Group | 84.5 | $10,072.80 | US |
Top Mid Caps (Top 3 of 117)
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| HCC | Warrior Met Coal, Inc. | 84.7 | $1,095.37 | US |
| BANR | Banner Corporation | 81.4 | $1,910.65 | US |
| NBHC | National Bank Holdings Corporation Class A | 81.3 | $1,040.98 | US |
Top Small Caps (Top 3 of 64)
| Symbol | Name | Overall Grade | Market Cap | Country |
|---|---|---|---|---|
| SIGA | SIGA Technologies Inc | 87.5 | $409.29 | US |
| BOOM | DMC Global Inc. | 82.8 | $630.95 | US |
| MBUU | Malibu Boats Inc Class A | 82.4 | $581.53 | US |
Companies with Most Selections Among Current Components
| Symbol | Name | Grade | times | Country |
|---|---|---|---|---|
| MSFT | Microsoft Corporation | 76.8 | 38 Times | US |
| AMGN | Amgen Inc. | 66.3 | 37 Times | US |
| ROST | Ross Stores, Inc. | 66.5 | 34 Times | US |
| TJX | TJX Companies Inc | 65.5 | 32 Times | US |
| AAPL | Apple Inc. | 62.3 | 31 Times | US |
| CTSH | Cognizant Technology Solutions Corporation Class A | 68.0 | 30 Times | US |
| JNJ | Johnson & Johnson | 61.9 | 30 Times | US |
| TROW | T. Rowe Price Group | 72.7 | 29 Times | US |
| WAT | Waters Corporation | 62.3 | 29 Times | US |
| INTC | Intel Corporation | 73.5 | 28 Times | US |
Index Bio
| Average Market Cap | $26,841.55 |
| Median Market Cap | $4,101.68 |
| Average 3 Mo. Dollar Volume | $158,170,516.61 |
| Average 3 Mo. Trading Volume | 1,970,149 |
| Last Rebalance Date | 03/18/2019 |
| Companies Replaced | 197 |
| Biggest Sector Increase | Health Care |
| Biggest Sector Decrease | Consumer Discretionary |
| Companies Overlapping S&P 500 | 121 |
Fundamental Attributes
| Trailing P/E Ratio (12 Mo.) | 14.25 |
| Forward P/E Ratio (12 Mo.) | 14.1 |
| Price/Book Ratio | 3.7 |
| Avg. Revenue Chg. - 3 Yr | 41.06% |
| Avg. Op. Income Chg. - 3 Yr. | 92.69% |
| Avg. EPS Growth - 3 Yr. | 22.89% |
| Avg. EPS Growth - 1 Yr. | 16.78% |
| Avg. Operating Margin | 18.94% |
| Avg. LT Debt to Total Capital | 31.33% |
| Avg. Return on Equity | 20.3% |
| Dividend Yield | 1.13% |
| Beta to SPX | 1.14 |
Index Average Grade
| Barron's 400 Index Index | 66.54 |
| 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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