DISCOVER

Business ownership produces wealth over time - lots of it. We focus on quality businesses only. No IPOs, SPACS, hot issues, hype or one-year wonders.

Great Business: Top-Tier Companies

Investable Universe

View:

Show highlights

Show Description

Valuation

Historical Performance:

Comments

Sort by:

Adobe ADBE

241.1 (+3.6)%

13.5

11.2%

121.9%

810.9%

1,246.8%

Adyen N.V. ADYEN.AS

877.4 (+1.8)%

24.7

1.8%

92.8%

540.6%

2,848.3%

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

24.8 (+0.9)%

16.5

6.2%

130.6%

53.2%

153.6%

Alphabet Inc. (Class A) GOOGL

348.3 (-0.6)%

17.5

1.3%

773.4%

415.4%

848.3%

240

Amazon AMZN

254.1 (-2.3)%

20.4

(0.4)%

505.3%

1.9%

11,372%

American Express Company AXP

308.1 (+1.3)%

18.6

7.1%

429.9%

139.5%

204.6%

Apple Inc. AAPL

340.4 (+1.1)%

2.7%

1,121.9%

118.6%

224.4%

ASML Holding N.V. ASML

1,769.8 (-1.9)%

1.2%

1,602.9%

646.1%

669.8%

Atlas Copco AB ATCO-A.ST

209.6 (+1.9)%

38.4

2.7%

290.3%

85.7%

125.8%

AutoZone, Inc. AZO

2,910.5 (+2.3)%

19.1

2.3%

282.8%

274.8%

Berkshire Hathaway Inc. BRK-B

511.1 (+0.9)%

12.9

2.2%

253.6%

85.7%

217.7%

BlackRock Inc. BLK

1,065.4 (-0.4)%

22.4

(0.1)%

242%

34.6%

79.2%

Booking Holdings Inc BKNG

160 (+2.6)%

17.7

7.5%

175.2%

390.5%

234.7%

Cboe Global Markets CBOE

294.1 (+4.4)%

22.9

0.1%

358.5%

464.2%

323.6%

Chipotle Mexican Grill CMG

32.7 (+6.2)%

3.7%

280%

298.6%

280%

Chubb Limited CB

343.8 (+2.7)%

12.1

11.8%

201.9%

212%

198.6%

Cintas Corporation CTAS

201.1 (+2)%

39.7

2.5%

658.6%

969.5%

216.8%

CME Group Inc. CME

276.4 (+2.3)%

23.4

4.2%

231.9%

180.8%

202.4%

Costco Wholesale Corporation COST

947.9 (+0.6)%

34.4

2.2%

573.6%

1,350%

289.5%

Deckers Outdoor Corporation DECK

82.6 (+2.7)%

11.7

10%

700.8%

2,616.2%

1,038.4%

Dollar General Corporation DG

124.3 (+1.7)%

16.2

9.8%

102.6%

266.4%

73.4%

Domino`s Pizza DPZ

308.7 (+1.8)%

17.5

6.3%

129.3%

376.7%

406.3%

Equifax Inc. EFX

145.5 (+2.2)%

25.6

6.2%

23.9%

85.4%

49.9%

Equity LifeStyle Properties Inc ELS

58.5 (+0.9)%

29.8

103.8%

8.9%

150.7%

EssilorLuxottica SA EL.PA

146.8 (+2.6)%

27.4

5.6%

51.4%

102.5%

42.3%

Ferrari NV RACE

388.3 (+0.5)%

37.5

4.8%

653.8%

701.5%

489.5%

Heineken N.V. HEIA.AS

70.8 (+0.1)%

17.3

10.1%

11.1%

45%

2.4%

Hermes International RMS.PA

1,283 (+1.6)%

29.8

3.5%

284.7%

354.4%

365.1%

Idexx Laboratories IDXX

513.1 (+1.3)%

36.3

345%

816.3%

538.1%

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

53.9 (+2)%

26.3

90.5%

123.5%

117.4%

Interactive Brokers IBKR

86.5 (-1.4)%

34.6

40.8%

847%

1,171%

1,038.5%

Intercontinental Exchange, Inc. ICE

155.4 (+1.8)%

21.9

5.5%

214.9%

306%

153.1%

Intuit Inc. INTU

303.9 (+2.7)%

18.4

10.3%

205.2%

837.9%

441.5%

KONE Oyj KNEBV.HE

52.8 (+1.7)%

2.5%

57.2%

(14.7)%

(5.5)%

L'Oréal S.A. OR.PA

376.8 (+0.7)%

3.7%

159%

146.1%

95.9%

Linde plc LIN

481.7 (-0.5)%

31.1

2.2%

341%

175.1%

172.7%

Lowe's Companies, Inc. LOW

188.9 (+4)%

6.6%

206.7%

253.9%

334.1%

LVMH Moet Hennessy Louis Vuitton SE MC.PA

383.3 (+0.6)%

17.5

7.9%

199.1%

326.2%

208.6%

Marriott International MAR

361.1 (+1.3)%

37.7

3.2%

459.2%

118.3%

201.3%

Mastercard MA

574.8 (+0.8)%

31.6

3.2%

479%

478.6%

393.1%

McDonald's Corp MCD

236.9 (+2.6)%

19.2

4.6%

155.1%

100.5%

149%

Medpace MEDP

602.7 (-0.3)%

35.3

4.2%

1,895%

1,052.6%

5,557.1%

MercadoLibre, Inc. MELI

1,856.7 (-0.9)%

50.5

13.2%

878.7%

5,872.9%

1,541.3%

Meta Platforms, Inc. META

720.9 (-0.1)%

27.2

2.2%

462.1%

741.1%

1,720.9%

Microsoft Corporation MSFT

522.6 (-1.3)%

29.1

1.7%

841.9%

188.3%

754.8%

Monster Beverage Corp MNST

43.7 (+1.8)%

40.2

2.4%

259%

1,294.3%

312.8%

Moody's Corporation MCO

458.7 (+2)%

29.1

4.2%

346.3%

173.5%

195.3%

Morgan Stanley MS

187.4 (-1.2)%

14.6

(6.5)%

545.3%

2,356.2%

250.5%

MSCI Inc. MSCI

561.7 (+1.1)%

30.9

3.8%

624.3%

757.8%

666.5%

Nasdaq, Inc. NDAQ

92.4 (+0.5)%

26.9

3.7%

345.1%

221.2%

272.3%

Nebius Group N.V. NBIS

219.7 (-7.4)%

(1,690.1)

(9.9)%

998.6%

(5,571)%

(73.8)%

Netflix, Inc. NFLX

71.6 (+2.7)%

22.5

3.6%

582.9%

1,141.2%

8,935.7%

Nike, Inc. NKE

34.7 (+1.1)%

16.6

4.1%

(12.7)%

31.4%

(2.8)%

Novo Nordisk A/S NVO

38.2 (-0.2)%

9.7

4.3%

131.3%

5.4%

240.7%

Nvidia NVDA

230.5 (-2.9)%

29.1

2.3%

13,711.1%

8,142.3%

18,048.2%

O`Reilly Automotive, Inc. ORLY

86 (+1.7)%

27.4

368.5%

189.8%

364.1%

Otis Worldwide Corp OTIS

66.1 (+0.6)%

6.6%

61.8%

PayPal Holdings, Inc PYPL

55 (+0.1)%

10.4

12.8%

38.3%

287.3%

441%

PepsiCo Inc PEP

128.3 (+3.7)%

16.1

7.2%

60.9%

6.1%

63.5%

PG PG

150.6 (+1.9)%

22.7

4.4%

103.3%

54.2%

79.4%

Philip Morris International Inc. PM

200.5 (+4.1)%

28.8

4.1%

159%

53.6%

64.3%

Porsche AG P911.DE

40.8 (-0.3)%

43.9

2.7%

(43.7)%

Ross Stores, Inc ROST

225.2 (-0.1)%

27.3

3.8%

266.2%

189.6%

163.4%

S&P Global Inc SPGI

402.7 (+1.9)%

24.5

4.6%

247.4%

5,480.2%

248.2%

Shopify Inc. SHOP

164.6 (-0.9)%

110.4

1.1%

3,609.7%

18,077%

3,192.1%

Starbucks Corp SBUX

93.2 (-0.4)%

53.6

3.4%

105.7%

32.6%

(10.4)%

Stryker Corporation SYK

277 (+0.6)%

28.7

4.4%

159.5%

578.6%

122.2%

Taiwan Semiconductor Manufacturng Co TSM

458 (-3)%

31.9

1.9%

1,416.4%

309.4%

443.8%

The Coca-Cola Company KO

87.8 (+2.3)%

26.4

3.8%

150.9%

(32.2)%

82%

The Goldman Sachs Group, Inc. GS

882.6 (-0.5)%

13.6

(15.1)%

460.5%

(1,429.6)%

322.7%

The Home Depot, Inc. HD

295.5 (+3.4)%

20.7

5.1%

179.1%

106.8%

160.6%

The TJX Companies Inc. TJX

138.8 (-0)%

25.6

3.8%

298.8%

188.5%

192.2%

Unilever PLC UL

61.9 (+1.6)%

21.5

57.3%

65.1%

50.6%

Visa Inc. V

375.1 (+0.8)%

31.9

2.9%

368.6%

337.1%

295.4%

Walmart Inc. WMT

110.6 (+2.2)%

39.9

1.5%

414.2%

11.7%

79.6%

Watsco, Inc WSO

282.2 (-0.1)%

24.4

6.5%

147.8%

152.2%

171.6%

Total

+1%

4.7

4.4%

584%

753.4%

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: 114

ADDED

American Express Company

AXP

5Y price score: 98

ADDED

Watsco, Inc

WSO

5Y price score: 4

ADDED

Unilever PLC

5Y price score: 5

ADDED

Stryker Corporation

SYK

5Y price score: 6

ADDED

Great Business: Top-Tier Companies

Investable Universe

Q&A

Recent Additions And Removals