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Great Business: Top-Tier Companies

Investable Universe

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Valuation

Historical Performance:

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Adobe ADBE

245.2 (-2.6)%

13.7

11%

127.4%

810.9%

1,246.8%

Adyen N.V. ADYEN.AS

947.3 (+0.5)%

26.6

1.7%

108.2%

540.6%

2,848.3%

Aena S.M.E., S.A. AENA.MC

25.7

17.1

131.4%

53.2%

153.6%

Alphabet Inc. (Class A) GOOGL

340.6 (-2.5)%

17.1

1.3%

750.2%

415.4%

848.3%

240

Amazon AMZN

250 (-1.9)%

20.1

(0.4)%

507.5%

1.9%

11,372%

American Express Company AXP

313.6 (-0.1)%

453.2%

139.5%

204.6%

Apple Inc. AAPL

343.5 (+0.4)%

39.3

2.7%

1,095.2%

118.6%

224.4%

ASML Holding N.V. ASML

1,641.5 (-1)%

1.4%

1,564.6%

646.1%

669.8%

Atlas Copco AB ATCO-A.ST

202.2 (+1.3)%

2.8%

277.6%

85.7%

125.8%

AutoZone, Inc. AZO

3,120.6 (+2)%

20.5

2.1%

308.7%

274.8%

Berkshire Hathaway Inc. BRK-B

532.1 (+1.2)%

13.4

2.1%

269.1%

85.7%

217.7%

BlackRock Inc. BLK

1,134.4 (+1.2)%

22.3

(1.3)%

263.6%

34.6%

79.2%

Booking Holdings Inc BKNG

163.5 (-1.4)%

18.1

7.4%

189%

390.5%

234.7%

Cboe Global Markets CBOE

315 (+2.2)%

24.6

0.1%

402.3%

464.2%

323.6%

Chipotle Mexican Grill CMG

29.9 (-2.3)%

27.4

269.8%

298.6%

280%

Chubb Limited CB

359.8 (+2)%

12.7

11.3%

211.2%

212%

198.6%

Cintas Corporation CTAS

213.7 (+0.3)%

42.1

2.4%

713.3%

969.5%

216.8%

CME Group Inc. CME

293.9 (+1.5)%

24.9

243.3%

180.8%

202.4%

Costco Wholesale Corporation COST

989.1 (+1.1)%

47.6

2.1%

600.3%

1,350%

289.5%

Deckers Outdoor Corporation DECK

85.7 (-1)%

12.2

8.9%

809.9%

2,616.2%

1,038.4%

Dollar General Corporation DG

134.4 (+0.4)%

17.5

9.1%

119.4%

266.4%

73.4%

Domino`s Pizza DPZ

308.6 (+1.8)%

6.1%

128.9%

376.7%

406.3%

Equifax Inc. EFX

161.3 (-0)%

28.3

5.6%

35.7%

85.4%

49.9%

Equity LifeStyle Properties Inc ELS

61.2 (+1.6)%

31.2

2.8%

103.3%

8.9%

150.7%

EssilorLuxottica SA EL.PA

154.4 (+3.8)%

28.9

5.3%

58.7%

102.5%

42.3%

Ferrari NV RACE

397.5 (-0.2)%

38.3

4.7%

682.4%

701.5%

489.5%

Heineken N.V. HEIA.AS

76.1 (+1.8)%

18.6

9.4%

16.2%

45%

2.4%

Hermes International RMS.PA

1,337.5 (-0.1)%

31.1

3.4%

284%

354.4%

365.1%

Idexx Laboratories IDXX

560.4 (+2.4)%

39.7

2.8%

404.4%

816.3%

538.1%

Industria de Diseño Textil, S.A. ITX.MC

55.9 (+0.8)%

27.2

94.6%

123.5%

117.4%

Interactive Brokers IBKR

82.7 (-3.9)%

31.8

30.6%

835.5%

1,171%

1,038.5%

Intercontinental Exchange, Inc. ICE

161.6 (+2)%

22.8

5.3%

221.7%

306%

153.1%

Intuit Inc. INTU

325.2 (-1.5)%

19.7

9.6%

226.4%

837.9%

441.5%

KONE Oyj KNEBV.HE

55.3 (+1.4)%

30.4

2.4%

65.7%

(14.7)%

(5.5)%

L'Oréal S.A. OR.PA

407.4 (+0.1)%

34.6

3.5%

170.1%

146.1%

95.9%

Linde plc LIN

498.4 (+1.1)%

32.2

2.1%

361.5%

175.1%

172.7%

Lowe's Companies, Inc. LOW

197.3 (+0.8)%

16.7

6.3%

218.3%

253.9%

334.1%

LVMH Moet Hennessy Louis Vuitton SE MC.PA

397 (-0.3)%

18.1

7.6%

186.9%

326.2%

208.6%

Marriott International MAR

388.1 (+0.6)%

40.5

496.6%

118.3%

201.3%

Mastercard MA

617.4 (+0.2)%

2.9%

529.1%

462.2%

393.1%

McDonald's Corp MCD

243 (+0.2)%

19.7

4.5%

159%

100.5%

149%

Medpace MEDP

618.5 (-1.6)%

36.2

4.1%

2,018.1%

1,052.6%

5,557.1%

MercadoLibre, Inc. MELI

1,834 (-1.2)%

49.9

12.6%

998.7%

5,872.9%

1,541.3%

Meta Platforms, Inc. META

709.3 (-3.7)%

26.7

2.3%

457.9%

741.1%

1,720.9%

Microsoft Corporation MSFT

529.1 (-1.9)%

29.5

1.7%

859.3%

188.3%

754.8%

Monster Beverage Corp MNST

45.7 (+0.9)%

42.1

2.3%

278.3%

1,294.3%

312.8%

Moody's Corporation MCO

485.1 (+0.3)%

30.8

3.9%

375.9%

173.5%

195.3%

Morgan Stanley MS

180.5 (-0.9)%

13.6

(6.7)%

528.8%

2,356.2%

250.5%

MSCI Inc. MSCI

569.1 (-1)%

31.4

3.7%

631%

757.8%

666.5%

Nasdaq, Inc. NDAQ

94 (+0.5)%

27.4

3.6%

350.8%

221.2%

272.3%

Nebius Group N.V. NBIS

165.5 (-12.2)%

(1,272.8)

(13.2)%

727.4%

(5,571)%

(73.8)%

Netflix, Inc. NFLX

70.5 (-2.9)%

22.2

3.6%

594.9%

1,141.2%

8,935.7%

Nike, Inc. NKE

37.1 (-0)%

17.8

3.8%

(7.7)%

31.4%

(2.8)%

Novo Nordisk A/S NVO

38.8 (-1)%

9.9

4.3%

141.3%

5.4%

240.7%

Nvidia NVDA

214.1 (-1.4)%

27.1

2.4%

12,887.6%

8,142.3%

18,048.2%

O`Reilly Automotive, Inc. ORLY

89.3 (+0.9)%

28.4

2.9%

379.4%

189.8%

364.1%

Otis Worldwide Corp OTIS

71.3 (+1.3)%

18.3

6.1%

73.3%

PayPal Holdings, Inc PYPL

56.7 (-0.8)%

10.7

12.4%

44.9%

287.3%

441%

PepsiCo Inc PEP

131.5 (+2.4)%

16.5

5.8%

62.6%

6.1%

63.5%

PG PG

159.3 (+1.4)%

24.1

4.1%

116.8%

46.7%

79.4%

Philip Morris International Inc. PM

205.2 (+2.7)%

29.5

164.4%

53.6%

64.3%

Porsche AG P911.DE

42.2 (+1.9)%

45.3

2.6%

(42.1)%

Ross Stores, Inc ROST

236.9 (+0.9)%

28.7

3.7%

282.1%

189.6%

163.4%

S&P Global Inc SPGI

429.6 (+1.1)%

26.2

4.3%

271.2%

5,480.2%

248.2%

Shopify Inc. SHOP

169.5 (-4.8)%

113.8

1.1%

3,858.9%

18,077%

3,192.1%

Starbucks Corp SBUX

97.5 (+0.7)%

3.3%

115.3%

32.6%

(10.4)%

Stryker Corporation SYK

294.7 (+0.5)%

30.5

4.1%

181.1%

578.6%

122.2%

Taiwan Semiconductor Manufacturng Co TSM

412.6 (-2.3)%

26.4

2.2%

1,294.2%

270.2%

443.8%

The Coca-Cola Company KO

93.9 (+2.1)%

28.2

3.5%

166%

(32.2)%

82%

The Goldman Sachs Group, Inc. GS

881.3 (-1.1)%

12.7

(15.9)%

457.5%

(1,429.6)%

322.7%

The Home Depot, Inc. HD

309.6 (+0.5)%

21.7

4.9%

194.5%

106.8%

160.6%

The TJX Companies Inc. TJX

147.3 (+1.9)%

27.2

3.6%

319.2%

188.5%

192.2%

Unilever PLC UL

66.2 (+2.3)%

22.9

5.6%

78.4%

65.1%

50.6%

Visa Inc. V

402.6 (+0.7)%

34.2

2.7%

404.4%

337.1%

295.4%

Walmart Inc. WMT

118.8 (+0.8)%

1.4%

452.2%

11.7%

79.6%

Watsco, Inc WSO

295.9 (-0.1)%

25.6

6.2%

159.8%

152.2%

171.6%

Total

+0%

586.5%

752.6%

939.6%

AMZN

LTV

Oct 8, 07:45

Amazon is trading at its lowest P/E multiple in several years. What are your thoughts?

Financials•2026•P/E Ratio

MCD

Olivia G

Sep 10, 07:48

What is the value of McDonald’s real estate on its balance sheet, and how should it be treated in a DCF valuation?

Financials•Forecast•Total Assets•Fcff

TJX ROST

P K

Sep 9, 09:30

TJX vs ROSS — seems like something is going on, as ROST is up 50% over the past year, while TJX is down 8% and now trading at a 52-week low. Any thoughts?

Financials•2026•Average Stock Price

Olivia G

Sep 9, 09:35

Lol, TJX was at a year high in June '26. It is still a great business and will be back. The decline is quarterly fuss.

NKE

Mark K

Sep 8, 08:54

With all the negative trends surrounding Nike, where is the bottom, and at what price, if any, does the stock become attractive?

Other

LTV

Sep 9, 08:10

I am researching it now as well. Basically, Nike is trading at around 1x annual revenue and 18x its compressed earnings, which I believe is cheap given the strength of its (still) huge brand. However, there are indeed a lot of negative factors. The key question, in my opinion, and the one that will...

LULU NKE DECK

Mark K

Jul 5, 21:02

Why do Lululemon's shares keep getting hammered, and why is its CAPEX so much higher (at least on a relative basis) than Deckers' and Nike's?

Financials

Recent Additions And Removals

Chubb Limited

5Y price score: 138

ADDED

American Express Company

AXP

5Y price score: 109

ADDED

Watsco, Inc

WSO

5Y price score: 5

ADDED

Unilever PLC

5Y price score: 15

ADDED

Stryker Corporation

SYK

5Y price score: 14

ADDED

Great Business: Top-Tier Companies

Investable Universe

Q&A

Recent Additions And Removals