{ "asOf": "2026-09-11", "listings": 503, "baselineDate": "2026-09-08", "prices": { "before": 500, "after": 502 }, "issuerCaps": { "before": 445, "after": 481 }, "methods": [ { "id": "dcf", "name": "DCF value", "before": 332, "after": 339, "percent": 67.4, "gapsByReason": [ { "reason": "Requires positive annual FCF, usable shares and discount rate above terminal growth.", "count": 58, "tickers": [ "AOS", "AES", "APD", "LNT", "AEE", "AWK", "ATO", "BA", "BG", "CNP", "CI", "CMS", "COP", "STZ", "FANG", "D", "DOW", "DTE", "DUK", "ECHO", "EIX", "ETR", "EVRG", "ES", "EXC", "FDXF", "FE", "F", "HSY", "HONA", "INTC", "IP", "LITE", "MRNA", "TAP", "MOS", "NEE", "NI", "NCLH", "NUE", "ORCL", "PCG", "PSX", "PNW", "PPL", "RDDT", "SNDK", "SRE", "SOLV", "SO", "LUV", "TKO", "TSN", "URI", "UHS", "VEEV", "WEC", "XEL" ] }, { "reason": "Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.", "count": 90, "tickers": [ "AFL", "ARE", "ALL", "AXP", "AIG", "AMT", "AMP", "APO", "ACGL", "ARES", "AIZ", "BAC", "BRK.B", "BLK", "BX", "XYZ", "BNY", "BXP", "CPT", "COF", "CBOE", "CBRE", "SCHW", "CB", "CINF", "C", "CFG", "COIN", "CPAY", "CCI", "DLR", "EQIX", "ERIE", "ESS", "EG", "EXR", "FRT", "FIS", "FITB", "FISV", "BEN", "GPN", "GL", "GS", "HIG", "DOC", "HST", "HBAN", "IBKR", "IVZ", "INVH", "IRM", "JPM", "KEY", "KIM", "KKR", "L", "MTB", "MET", "MAA", "MS", "NTRS", "PYPL", "PNC", "PFG", "PGR", "PLD", "PRU", "PSA", "RJF", "O", "REG", "RF", "HOOD", "SBAC", "SPG", "STT", "SYF", "TROW", "TRV", "TFC", "USB", "UDR", "VTR", "VICI", "VMRK", "WRB", "WFC", "WELL", "WY" ] }, { "reason": "Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.", "count": 10, "tickers": [ "AON", "AJG", "BRO", "CSGP", "ICE", "MRSH", "MCO", "NDAQ", "SPGI", "WTW" ] }, { "reason": "Consolidated APA cash flow includes material Egypt minority ownership. A dated parent/minority valuation-claim bridge has not been reviewed; recovered capex alone cannot establish a common-share DCF or reverse DCF.", "count": 1, "tickers": [ "APA" ] }, { "reason": "Carvana's May 8, 2026 five-for-one split makes the selected annual diluted-share denominator incompatible with June's post-split price. Class B common is voting-only and subsidiary LLC minorities require a reviewed claim bridge. Current-price valuation is withheld until the split and parent/minority scope are reconciled.", "count": 1, "tickers": [ "CVNA" ] }, { "reason": "The filing reports multiple Class A/Class B securities and current equivalent issuer capitalization remains unreviewed. Annual diluted shares must not substitute for a reviewed issuer share-class bridge.", "count": 1, "tickers": [ "CME" ] }, { "reason": "The May 7, 2026 Coterra merger changed Devon's business and share count. Selected FY2025 cash flows, earnings and annual diluted shares describe Devon before that merger. Current-price valuation needs a reviewed comparable operating basis and post-merger capital; the old annual-share DCF is withheld.", "count": 1, "tickers": [ "DVN" ] }, { "reason": "FedEx Freight was spun off on June 1, 2026. The FY2025 and FY2026 consolidated financials and pre-spin share base have not been reconciled to the post-spin security; current valuation methods await a continuing-business and share-count review.", "count": 1, "tickers": [ "FDX" ] }, { "reason": "The August 7, 2025 Skydance transaction created a successor with a different capital structure and operating basis. Selected FY2024 cash flows and shares describe the Paramount predecessor; they cannot support current successor valuation without a reviewed financial and capital bridge.", "count": 1, "tickers": [ "PSKY" ] } ] }, { "id": "reverseDcf", "name": "Reverse DCF", "before": 293, "after": 332, "percent": 66, "gapsByReason": [ { "reason": "A dated price is available, but an unambiguous issuer share count is missing or the share-class capital structure needs review.", "count": 11, "tickers": [ "AOS", "STZ", "ECHO", "F", "HSY", "HONA", "TAP", "RDDT", "TKO", "TSN", "UHS" ] }, { "reason": "No solution in −50% to +100% growth, or nonpositive FCF / invalid assumptions.", "count": 54, "tickers": [ "AES", "APD", "LNT", "AMZN", "AEE", "AWK", "ATO", "AXON", "BA", "BG", "CNP", "CI", "CMS", "COHR", "COP", "ED", "FANG", "D", "DOW", "DTE", "DUK", "EIX", "ETR", "EVRG", "ES", "EXC", "FDXF", "FE", "INTC", "IP", "LEN", "LITE", "MU", "MRNA", "MOS", "NEE", "NI", "NCLH", "NUE", "ORCL", "PCG", "PSX", "PNW", "PPL", "PEG", "SNDK", "SRE", "SOLV", "SO", "LUV", "URI", "VEEV", "WEC", "XEL" ] }, { "reason": "Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.", "count": 90, "tickers": [ "AFL", "ARE", "ALL", "AXP", "AIG", "AMT", "AMP", "APO", "ACGL", "ARES", "AIZ", "BAC", "BRK.B", "BLK", "BX", "XYZ", "BNY", "BXP", "CPT", "COF", "CBOE", "CBRE", "SCHW", "CB", "CINF", "C", "CFG", "COIN", "CPAY", "CCI", "DLR", "EQIX", "ERIE", "ESS", "EG", "EXR", "FRT", "FIS", "FITB", "FISV", "BEN", "GPN", "GL", "GS", "HIG", "DOC", "HST", "HBAN", "IBKR", "IVZ", "INVH", "IRM", "JPM", "KEY", "KIM", "KKR", "L", "MTB", "MET", "MAA", "MS", "NTRS", "PYPL", "PNC", "PFG", "PGR", "PLD", "PRU", "PSA", "RJF", "O", "REG", "RF", "HOOD", "SBAC", "SPG", "STT", "SYF", "TROW", "TRV", "TFC", "USB", "UDR", "VTR", "VICI", "VMRK", "WRB", "WFC", "WELL", "WY" ] }, { "reason": "Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.", "count": 10, "tickers": [ "AON", "AJG", "BRO", "CSGP", "ICE", "MRSH", "MCO", "NDAQ", "SPGI", "WTW" ] }, { "reason": "Consolidated APA cash flow includes material Egypt minority ownership. A dated parent/minority valuation-claim bridge has not been reviewed; recovered capex alone cannot establish a common-share DCF or reverse DCF.", "count": 1, "tickers": [ "APA" ] }, { "reason": "Carvana's May 8, 2026 five-for-one split makes the selected annual diluted-share denominator incompatible with June's post-split price. Class B common is voting-only and subsidiary LLC minorities require a reviewed claim bridge. Current-price valuation is withheld until the split and parent/minority scope are reconciled.", "count": 1, "tickers": [ "CVNA" ] }, { "reason": "The filing reports multiple Class A/Class B securities and current equivalent issuer capitalization remains unreviewed. Annual diluted shares must not substitute for a reviewed issuer share-class bridge.", "count": 1, "tickers": [ "CME" ] }, { "reason": "The May 7, 2026 Coterra merger changed Devon's business and share count. Selected FY2025 cash flows, earnings and annual diluted shares describe Devon before that merger. Current-price valuation needs a reviewed comparable operating basis and post-merger capital; the old annual-share DCF is withheld.", "count": 1, "tickers": [ "DVN" ] }, { "reason": "FedEx Freight was spun off on June 1, 2026. The FY2025 and FY2026 consolidated financials and pre-spin share base have not been reconciled to the post-spin security; current valuation methods await a continuing-business and share-count review.", "count": 1, "tickers": [ "FDX" ] }, { "reason": "The August 7, 2025 Skydance transaction created a successor with a different capital structure and operating basis. Selected FY2024 cash flows and shares describe the Paramount predecessor; they cannot support current successor valuation without a reviewed financial and capital bridge.", "count": 1, "tickers": [ "PSKY" ] } ] }, { "id": "relative", "name": "Relative valuation", "before": 424, "after": 451, "percent": 89.7, "gapsByReason": [ { "reason": "Requires market caps for at least five comparable profitable issuers.", "count": 48, "tickers": [ "AOS", "APD", "ALB", "ARE", "ARES", "BAX", "AVGO", "CNC", "CRL", "C", "CME", "COHR", "STZ", "CRWD", "DOW", "DD", "ECHO", "ERIE", "EL", "FDXF", "F", "HAS", "HSY", "HPE", "HONA", "ITW", "INTC", "IBKR", "IFF", "IP", "IVZ", "KHC", "LYV", "LYB", "MRNA", "TAP", "OMC", "RDDT", "SNDK", "SPG", "SJM", "TTWO", "TKO", "TSN", "UHS", "VRSN", "VTRS", "VMRK" ] }, { "reason": "Carvana's May 8, 2026 five-for-one split makes the selected annual diluted-share denominator incompatible with June's post-split price. Class B common is voting-only and subsidiary LLC minorities require a reviewed claim bridge. Current-price valuation is withheld until the split and parent/minority scope are reconciled.", "count": 1, "tickers": [ "CVNA" ] }, { "reason": "The May 7, 2026 Coterra merger changed Devon's business and share count. Selected FY2025 cash flows, earnings and annual diluted shares describe Devon before that merger. Current-price valuation needs a reviewed comparable operating basis and post-merger capital; the old annual-share DCF is withheld.", "count": 1, "tickers": [ "DVN" ] }, { "reason": "FedEx Freight was spun off on June 1, 2026. The FY2025 and FY2026 consolidated financials and pre-spin share base have not been reconciled to the post-spin security; current valuation methods await a continuing-business and share-count review.", "count": 1, "tickers": [ "FDX" ] }, { "reason": "The August 7, 2025 Skydance transaction created a successor with a different capital structure and operating basis. Selected FY2024 cash flows and shares describe the Paramount predecessor; they cannot support current successor valuation without a reviewed financial and capital bridge.", "count": 1, "tickers": [ "PSKY" ] } ] }, { "id": "historical", "name": "Historical multiples", "before": 420, "after": 435, "percent": 86.5, "gapsByReason": [ { "reason": "Requires three annual historical market caps and eligible filed earnings.", "count": 68, "tickers": [ "AOS", "ABNB", "AMCR", "APP", "ARES", "BLK", "XYZ", "BA", "CCL", "CVNA", "CASY", "SCHW", "CHTR", "CIEN", "CME", "COHR", "COIN", "FIX", "STZ", "CRH", "CRWD", "DDOG", "DASH", "DD", "ECHO", "EME", "ERIE", "EL", "EXE", "FDXF", "FERG", "FLEX", "F", "GEV", "HSY", "HONA", "HON", "ITW", "IBKR", "LITE", "LYB", "MRVL", "MKC", "MRNA", "TAP", "PSKY", "Q", "RDDT", "REGN", "HOOD", "SNDK", "SPG", "SW", "SOLV", "SMCI", "TKO", "TTD", "TSN", "UPS", "UHS", "VEEV", "VRSN", "VRT", "VTRS", "V", "VMRK", "WBD", "WSM" ] } ] }, { "id": "fcfYield", "name": "Free cash flow yield", "before": 332, "after": 389, "percent": 77.3, "gapsByReason": [ { "reason": "A dated price is available, but an unambiguous issuer share count is missing or the share-class capital structure needs review.", "count": 12, "tickers": [ "AOS", "CME", "STZ", "ECHO", "F", "HSY", "HONA", "TAP", "RDDT", "TKO", "TSN", "UHS" ] }, { "reason": "Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.", "count": 90, "tickers": [ "AFL", "ARE", "ALL", "AXP", "AIG", "AMT", "AMP", "APO", "ACGL", "ARES", "AIZ", "BAC", "BRK.B", "BLK", "BX", "XYZ", "BNY", "BXP", "CPT", "COF", "CBOE", "CBRE", "SCHW", "CB", "CINF", "C", "CFG", "COIN", "CPAY", "CCI", "DLR", "EQIX", "ERIE", "ESS", "EG", "EXR", "FRT", "FIS", "FITB", "FISV", "BEN", "GPN", "GL", "GS", "HIG", "DOC", "HST", "HBAN", "IBKR", "IVZ", "INVH", "IRM", "JPM", "KEY", "KIM", "KKR", "L", "MTB", "MET", "MAA", "MS", "NTRS", "PYPL", "PNC", "PFG", "PGR", "PLD", "PRU", "PSA", "RJF", "O", "REG", "RF", "HOOD", "SBAC", "SPG", "STT", "SYF", "TROW", "TRV", "TFC", "USB", "UDR", "VTR", "VICI", "VMRK", "WRB", "WFC", "WELL", "WY" ] }, { "reason": "Carvana's May 8, 2026 five-for-one split makes the selected annual diluted-share denominator incompatible with June's post-split price. Class B common is voting-only and subsidiary LLC minorities require a reviewed claim bridge. Current-price valuation is withheld until the split and parent/minority scope are reconciled.", "count": 1, "tickers": [ "CVNA" ] }, { "reason": "Operating cash flow or capital expenditure is missing.", "count": 8, "tickers": [ "CI", "COP", "FANG", "FDXF", "NEE", "PSX", "URI", "VEEV" ] }, { "reason": "The May 7, 2026 Coterra merger changed Devon's business and share count. Selected FY2025 cash flows, earnings and annual diluted shares describe Devon before that merger. Current-price valuation needs a reviewed comparable operating basis and post-merger capital; the old annual-share DCF is withheld.", "count": 1, "tickers": [ "DVN" ] }, { "reason": "FedEx Freight was spun off on June 1, 2026. The FY2025 and FY2026 consolidated financials and pre-spin share base have not been reconciled to the post-spin security; current valuation methods await a continuing-business and share-count review.", "count": 1, "tickers": [ "FDX" ] }, { "reason": "The August 7, 2025 Skydance transaction created a successor with a different capital structure and operating basis. Selected FY2024 cash flows and shares describe the Paramount predecessor; they cannot support current successor valuation without a reviewed financial and capital bridge.", "count": 1, "tickers": [ "PSKY" ] } ] }, { "id": "roic", "name": "ROIC / quality", "before": 265, "after": 310, "percent": 61.6, "gapsByReason": [ { "reason": "Requires two adjacent years of positive average capital, equity, cash, debt and operating income.", "count": 102, "tickers": [ "AES", "AKAM", "ALGN", "ADM", "ANET", "AJG", "ADP", "AZO", "BKR", "TECH", "BIIB", "BKNG", "BMY", "BRO", "BG", "CDNS", "CAH", "CAT", "CVX", "CLX", "CTSH", "COHR", "COP", "CPRT", "CTVA", "CRWD", "CMI", "DDOG", "DECK", "DE", "DVN", "DXCM", "DPZ", "DASH", "DOW", "DHI", "DD", "ETN", "EBAY", "EW", "EME", "EMR", "EL", "EXPD", "XOM", "FFIV", "FDXF", "F", "FTNT", "GRMN", "GE", "GEV", "HONA", "IBM", "INCY", "ISRG", "JNJ", "LEN", "LLY", "LULU", "MAR", "MCK", "MRK", "MTD", "MRNA", "MPWR", "MNST", "NFLX", "NEM", "NWSA", "NWS", "NVR", "ORLY", "OXY", "PCAR", "PLTR", "PANW", "PSKY", "PFE", "PSX", "PPG", "PHM", "Q", "RDDT", "REGN", "SLB", "SRE", "NOW", "SWK", "SMCI", "TTWO", "TER", "TPL", "TXT", "TTD", "ULTA", "VEEV", "VRSN", "VRTX", "WSM", "WDAY", "ZTS" ] }, { "reason": "Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.", "count": 90, "tickers": [ "AFL", "ARE", "ALL", "AXP", "AIG", "AMT", "AMP", "APO", "ACGL", "ARES", "AIZ", "BAC", "BRK.B", "BLK", "BX", "XYZ", "BNY", "BXP", "CPT", "COF", "CBOE", "CBRE", "SCHW", "CB", "CINF", "C", "CFG", "COIN", "CPAY", "CCI", "DLR", "EQIX", "ERIE", "ESS", "EG", "EXR", "FRT", "FIS", "FITB", "FISV", "BEN", "GPN", "GL", "GS", "HIG", "DOC", "HST", "HBAN", "IBKR", "IVZ", "INVH", "IRM", "JPM", "KEY", "KIM", "KKR", "L", "MTB", "MET", "MAA", "MS", "NTRS", "PYPL", "PNC", "PFG", "PGR", "PLD", "PRU", "PSA", "RJF", "O", "REG", "RF", "HOOD", "SBAC", "SPG", "STT", "SYF", "TROW", "TRV", "TFC", "USB", "UDR", "VTR", "VICI", "VMRK", "WRB", "WFC", "WELL", "WY" ] }, { "reason": "The undimensioned OperatingIncomeLoss fact is the total of geographic segment operating results before unallocated general/administrative and transaction/reorganization costs, and includes realized commodity derivatives. It is not consolidated operating income comparable with the dashboard definition. The FY2025 segment reconciliation shows $3,087m before $350m G&A and $102m transaction/reorganization costs; the FY2024 counterpart is $2,444m before $372m and $168m. The consolidated statement presents pretax income after financing within operating expenses rather than an unambiguous operating-income subtotal. Withhold this field instead of manufacturing a definition to fill ROIC/fundamental.", "count": 1, "tickers": [ "APA" ] } ] }, { "id": "value", "name": "Value composite", "before": 289, "after": 320, "percent": 63.6, "gapsByReason": [ { "reason": "Requires three valuation yields and at least five covered sector peers.", "count": 179, "tickers": [ "AOS", "ABBV", "AFL", "APD", "ALB", "ARE", "ALLE", "ALL", "MO", "AXP", "AIG", "AMT", "AMP", "APO", "ACGL", "ARES", "AIZ", "AZO", "BAC", "BAX", "BRK.B", "BIIB", "BLK", "BX", "XYZ", "BNY", "BKNG", "AVGO", "BXP", "CPT", "COF", "CAH", "CBOE", "CBRE", "CNC", "CRL", "SCHW", "CB", "CI", "CINF", "C", "CFG", "CME", "COHR", "COIN", "COP", "STZ", "CPRT", "CPAY", "CSGP", "CRWD", "CCI", "DVA", "DELL", "FANG", "DLR", "DPZ", "DOW", "DD", "ECHO", "EQIX", "ERIE", "ESS", "EL", "EG", "EXR", "FFIV", "FICO", "FRT", "FDXF", "FIS", "FITB", "FISV", "F", "BEN", "GPN", "GL", "GS", "HIG", "HAS", "HCA", "DOC", "HSY", "HPE", "HLT", "HONA", "HST", "HPQ", "HBAN", "ITW", "INTC", "IBKR", "IFF", "IP", "IVZ", "INVH", "IRM", "JNJ", "JPM", "KEY", "KIM", "KKR", "KHC", "LYV", "L", "LOW", "LYB", "MTB", "MAR", "MAS", "MCD", "MCK", "MET", "MTD", "MAA", "MRNA", "TAP", "MS", "MSCI", "NEE", "NTRS", "NRG", "ORLY", "OMC", "OTIS", "PYPL", "PNR", "PM", "PSX", "PNC", "PPL", "PFG", "PGR", "PLD", "PRU", "PEG", "PSA", "QCOM", "RJF", "RDDT", "O", "REG", "RF", "HOOD", "SNDK", "SBAC", "STX", "SPG", "SJM", "SBUX", "STT", "SYK", "SYF", "TROW", "TTWO", "TEL", "TKO", "TDG", "TRV", "TFC", "TSN", "USB", "UDR", "URI", "UHS", "VEEV", "VTR", "VRSN", "VTRS", "VICI", "V", "VMRK", "WRB", "WEC", "WFC", "WELL", "WY", "WYNN", "YUM" ] }, { "reason": "Carvana's May 8, 2026 five-for-one split makes the selected annual diluted-share denominator incompatible with June's post-split price. Class B common is voting-only and subsidiary LLC minorities require a reviewed claim bridge. Current-price valuation is withheld until the split and parent/minority scope are reconciled.", "count": 1, "tickers": [ "CVNA" ] }, { "reason": "The May 7, 2026 Coterra merger changed Devon's business and share count. Selected FY2025 cash flows, earnings and annual diluted shares describe Devon before that merger. Current-price valuation needs a reviewed comparable operating basis and post-merger capital; the old annual-share DCF is withheld.", "count": 1, "tickers": [ "DVN" ] }, { "reason": "FedEx Freight was spun off on June 1, 2026. The FY2025 and FY2026 consolidated financials and pre-spin share base have not been reconciled to the post-spin security; current valuation methods await a continuing-business and share-count review.", "count": 1, "tickers": [ "FDX" ] }, { "reason": "The August 7, 2025 Skydance transaction created a successor with a different capital structure and operating basis. Selected FY2024 cash flows and shares describe the Paramount predecessor; they cannot support current successor valuation without a reviewed financial and capital bridge.", "count": 1, "tickers": [ "PSKY" ] } ] }, { "id": "momentum", "name": "12–1 price momentum", "before": 0, "after": 14, "percent": 2.8, "gapsByReason": [ { "reason": "Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.", "count": 488, "tickers": [ "MMM", "AOS", "ABT", "ABBV", "AMD", "AES", "AFL", "A", "APD", "ABNB", "AKAM", "ALB", "ARE", "ALGN", "ALLE", "LNT", "ALL", "GOOGL", "GOOG", "MO", "AMCR", "AEE", "AEP", "AXP", "AIG", "AMT", "AWK", "AMP", "AME", "AMGN", "APH", "ADI", "AON", "APA", "APO", "APP", "APTV", "ACGL", "ADM", "ARES", "ANET", "AJG", "AIZ", "T", "ATO", "ADSK", "ADP", "AZO", "AVY", "AXON", "BKR", "BALL", "BAC", "BAX", "BDX", "BRK.B", "BBY", "TECH", "BIIB", "BLK", "BX", "XYZ", "BNY", "BA", "BSX", "BMY", "AVGO", "BR", "BRO", "BF.B", "BLDR", "BG", "BXP", "CHRW", "CDNS", "CPT", "COF", "CAH", "CCL", "CARR", "CVNA", "CASY", "CAT", "CBOE", "CBRE", "CDW", "COR", "CNC", "CNP", "CF", "CRL", "SCHW", "CHTR", "CVX", "CMG", "CB", "CHD", "CIEN", "CI", "CINF", "CTAS", "C", "CFG", "CLX", "CME", "CMS", "CTSH", "COHR", "COIN", "CL", "CMCSA", "FIX", "COP", "ED", "STZ", "CEG", "COO", "CPRT", "GLW", "CPAY", "CTVA", "CSGP", "COST", "CRH", "CRWD", "CCI", "CSX", "CMI", "CVS", "DHR", "DRI", "DDOG", "DVA", "DECK", "DE", "DELL", "DAL", "DVN", "DXCM", "FANG", "DLR", "DG", "DLTR", "D", "DPZ", "DASH", "DOV", "DOW", "DHI", "DTE", "DUK", "DD", "ETN", "EBAY", "ECHO", "ECL", "EIX", "EW", "ELV", "EME", "EMR", "ETR", "EOG", "EQT", "EFX", "EQIX", "ERIE", "ESS", "EL", "EG", "EVRG", "ES", "EXC", "EXE", "EXPE", "EXPD", "EXR", "XOM", "FFIV", "FDS", "FICO", "FAST", "FRT", "FDX", "FDXF", "FERG", "FIS", "FITB", "FSLR", "FE", "FISV", "FLEX", "F", "FTNT", "FTV", "FOXA", "FOX", "BEN", "FCX", "GRMN", "IT", "GE", "GEHC", "GEV", "GEN", "GNRC", "GD", "GIS", "GM", "GPC", "GPN", "GL", "GDDY", "GS", "HAL", "HIG", "HAS", "HCA", "DOC", "HSIC", "HSY", "HPE", "HLT", "HONA", "HON", "HRL", "HST", "HWM", "HPQ", "HUBB", "HUM", "HBAN", "HII", "IBM", "IEX", "IDXX", "ITW", "INCY", "IR", "PODD", "INTC", "IBKR", "ICE", "IFF", "IP", "INTU", "ISRG", "IVZ", "INVH", "IQV", "IRM", "JBHT", "JBL", "JKHY", "J", "JCI", "JPM", "KVUE", "KDP", "KEY", "KEYS", "KMB", "KIM", "KMI", "KKR", "KLAC", "KHC", "KR", "LHX", "LH", "LRCX", "LVS", "LDOS", "LEN", "LII", "LLY", "LIN", "LYV", "LMT", "L", "LOW", "LULU", "LITE", "LYB", "MTB", "MPC", "MAR", "MRSH", "MLM", "MRVL", "MAS", "MKC", "MCD", "MCK", "MDT", "MRK", "META", "MET", "MTD", "MGM", "MCHP", "MU", "MAA", "MRNA", "TAP", "MDLZ", "MPWR", "MNST", "MCO", "MS", "MOS", "MSI", "MSCI", "NDAQ", "NTAP", "NEM", "NWSA", "NWS", "NEE", "NKE", "NI", "NDSN", "NSC", "NTRS", "NOC", "NCLH", "NRG", "NUE", "NVDA", "NVR", "NXPI", "ORLY", "OXY", "ODFL", "OMC", "ON", "OKE", "ORCL", "OTIS", "PCAR", "PKG", "PLTR", "PANW", "PSKY", "PH", "PAYX", "PYPL", "PNR", "PEP", "PFE", "PCG", "PM", "PSX", "PNW", "PNC", "PPG", "PPL", "PFG", "PG", "PGR", "PLD", "PRU", "PEG", "PTC", "PSA", "PHM", "PWR", "QCOM", "DGX", "Q", "RL", "RJF", "RDDT", "RTX", "O", "REG", "REGN", "RF", "RSG", "RMD", "RVTY", "HOOD", "ROK", "ROL", "ROP", "ROST", "RCL", "SPGI", "CRM", "SNDK", "SBAC", "SLB", "STX", "SRE", "NOW", "SHW", "SPG", "SWKS", "SJM", "SW", "SNA", "SOLV", "SO", "LUV", "SWK", "SBUX", "STT", "STLD", "STE", "SYK", "SMCI", "SYF", "SNPS", "SYY", "TMUS", "TROW", "TTWO", "TPR", "TRGP", "TGT", "TEL", "TDY", "TER", "TSLA", "TXN", "TPL", "TXT", "TMO", "TJX", "TKO", "TTD", "TSCO", "TT", "TDG", "TRV", "TRMB", "TFC", "TYL", "TSN", "USB", "UBER", "UDR", "ULTA", "UNP", "UAL", "UPS", "URI", "UNH", "UHS", "VLO", "VEEV", "VTR", "VLTO", "VRSN", "VRSK", "VZ", "VRTX", "VRT", "VTRS", "VICI", "V", "VST", "VMC", "WRB", "GWW", "WAB", "WMT", "DIS", "WBD", "WM", "WAT", "WEC", "WFC", "WELL", "WST", "WDC", "WY", "WSM", "WMB", "WTW", "WDAY", "WYNN", "XEL", "XYL", "YUM", "ZBRA", "ZBH", "ZTS" ] }, { "reason": "Requires adjusted price history with a current as-of date (within ten calendar days).", "count": 1, "tickers": [ "VMRK" ] } ] }, { "id": "assetGrowth", "name": "Asset growth", "before": 500, "after": 500, "percent": 99.4, "gapsByReason": [ { "reason": "Requires total assets for two adjacent annual periods.", "count": 3, "tickers": [ "FDXF", "HONA", "PSKY" ] } ] }, { "id": "payout", "name": "Net payout yield", "before": 53, "after": 164, "percent": 32.6, "gapsByReason": [ { "reason": "A dated price is available, but an unambiguous issuer share count is missing or the share-class capital structure needs review.", "count": 17, "tickers": [ "AOS", "ARES", "C", "CME", "STZ", "ECHO", "ERIE", "F", "HSY", "HONA", "IBKR", "TAP", "RDDT", "SPG", "TKO", "TSN", "UHS" ] }, { "reason": "Requires reported dividends, repurchases and issuance; missing values are not zero.", "count": 317, "tickers": [ "AMD", "AES", "AFL", "APD", "ABNB", "AKAM", "ALB", "ALLE", "LNT", "ALL", "MO", "AMZN", "AEE", "AEP", "AIG", "AWK", "AMP", "AMGN", "APA", "APO", "AAPL", "APTV", "ACGL", "ADM", "AJG", "AIZ", "ATO", "ADSK", "ADP", "AZO", "AVY", "AXON", "BKR", "BALL", "BAC", "BAX", "BDX", "BRK.B", "BIIB", "BLK", "BX", "XYZ", "BA", "BSX", "BMY", "BR", "BF.B", "BLDR", "BG", "BXP", "CDNS", "CPT", "CAH", "CCL", "CARR", "CASY", "CAT", "CBOE", "CBRE", "CNC", "CNP", "CRL", "CHTR", "CVX", "CMG", "CFG", "CLX", "CMS", "COHR", "COIN", "CL", "CMCSA", "FIX", "CEG", "CPRT", "GLW", "CPAY", "COST", "CRH", "CRWD", "CCI", "CSX", "CMI", "DHR", "DDOG", "DVA", "DECK", "DE", "DAL", "FANG", "DLR", "DG", "DLTR", "D", "DASH", "DOV", "DTE", "DUK", "DD", "ECL", "EIX", "EMR", "ETR", "EOG", "EQT", "EQIX", "ESS", "EL", "EVRG", "ES", "EXC", "EXE", "EXR", "XOM", "FFIV", "FICO", "FAST", "FRT", "FDXF", "FIS", "FITB", "FSLR", "FE", "FISV", "FLEX", "FTV", "FOXA", "FOX", "FCX", "GRMN", "IT", "GE", "GEHC", "GEV", "GEN", "GD", "GM", "GPC", "GDDY", "GS", "HIG", "HAS", "HCA", "HSIC", "HPE", "HON", "HRL", "HST", "HWM", "HPQ", "HUBB", "HUM", "HBAN", "HII", "IBM", "IEX", "INCY", "PODD", "INTC", "ICE", "IFF", "IP", "INTU", "IVZ", "INVH", "IQV", "IRM", "JBHT", "JBL", "JNJ", "JCI", "JPM", "KVUE", "KDP", "KEY", "KEYS", "KIM", "KMI", "KKR", "KHC", "LHX", "LH", "LDOS", "LEN", "LLY", "LYV", "LMT", "L", "LULU", "LITE", "LYB", "MTB", "MLM", "MAS", "META", "MET", "MTD", "MGM", "MU", "MDLZ", "MNST", "MS", "MOS", "NDAQ", "NEM", "NWSA", "NWS", "NEE", "NI", "NSC", "NTRS", "NOC", "NCLH", "NRG", "NVR", "NXPI", "ORLY", "OXY", "ODFL", "ON", "OKE", "OTIS", "PKG", "PANW", "PH", "PAYX", "PNR", "PEP", "PFE", "PCG", "PM", "PNW", "PNC", "PPG", "PPL", "PG", "PGR", "PLD", "PEG", "PTC", "PSA", "PHM", "PWR", "QCOM", "Q", "RL", "RJF", "RTX", "O", "REG", "RF", "RSG", "RVTY", "ROL", "ROP", "RCL", "SPGI", "SNDK", "SBAC", "SLB", "STX", "NOW", "SJM", "SW", "SOLV", "SO", "STT", "STLD", "STE", "SYK", "SYF", "SNPS", "TMUS", "TROW", "TTWO", "TRGP", "TGT", "TDY", "TSLA", "TPL", "TMO", "TSCO", "TT", "TRMB", "TFC", "TYL", "UDR", "ULTA", "UNP", "UAL", "URI", "VLO", "VTR", "VLTO", "VRSK", "VZ", "VTRS", "VICI", "VST", "VMC", "WRB", "WAB", "WMT", "DIS", "WBD", "WM", "WAT", "WFC", "WELL", "WY", "WSM", "WTW", "XEL", "YUM", "ZBRA", "ZBH", "ZTS" ] }, { "reason": "Carvana's May 8, 2026 five-for-one split makes the selected annual diluted-share denominator incompatible with June's post-split price. Class B common is voting-only and subsidiary LLC minorities require a reviewed claim bridge. Current-price valuation is withheld until the split and parent/minority scope are reconciled.", "count": 1, "tickers": [ "CVNA" ] }, { "reason": "The May 7, 2026 Coterra merger changed Devon's business and share count. Selected FY2025 cash flows, earnings and annual diluted shares describe Devon before that merger. Current-price valuation needs a reviewed comparable operating basis and post-merger capital; the old annual-share DCF is withheld.", "count": 1, "tickers": [ "DVN" ] }, { "reason": "FedEx Freight was spun off on June 1, 2026. The FY2025 and FY2026 consolidated financials and pre-spin share base have not been reconciled to the post-spin security; current valuation methods await a continuing-business and share-count review.", "count": 1, "tickers": [ "FDX" ] }, { "reason": "The August 7, 2025 Skydance transaction created a successor with a different capital structure and operating basis. Selected FY2024 cash flows and shares describe the Paramount predecessor; they cannot support current successor valuation without a reviewed financial and capital bridge.", "count": 1, "tickers": [ "PSKY" ] }, { "reason": "Requires an issuer market capitalization from a permitted price source or personal input.", "count": 1, "tickers": [ "VMRK" ] } ] }, { "id": "accruals", "name": "Accrual quality", "before": 394, "after": 410, "percent": 81.5, "gapsByReason": [ { "reason": "Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.", "count": 90, "tickers": [ "AFL", "ARE", "ALL", "AXP", "AIG", "AMT", "AMP", "APO", "ACGL", "ARES", "AIZ", "BAC", "BRK.B", "BLK", "BX", "XYZ", "BNY", "BXP", "CPT", "COF", "CBOE", "CBRE", "SCHW", "CB", "CINF", "C", "CFG", "COIN", "CPAY", "CCI", "DLR", "EQIX", "ERIE", "ESS", "EG", "EXR", "FRT", "FIS", "FITB", "FISV", "BEN", "GPN", "GL", "GS", "HIG", "DOC", "HST", "HBAN", "IBKR", "IVZ", "INVH", "IRM", "JPM", "KEY", "KIM", "KKR", "L", "MTB", "MET", "MAA", "MS", "NTRS", "PYPL", "PNC", "PFG", "PGR", "PLD", "PRU", "PSA", "RJF", "O", "REG", "RF", "HOOD", "SBAC", "SPG", "STT", "SYF", "TROW", "TRV", "TFC", "USB", "UDR", "VTR", "VICI", "VMRK", "WRB", "WFC", "WELL", "WY" ] }, { "reason": "Requires two years of assets and annual net income and cash flow.", "count": 3, "tickers": [ "FDXF", "HONA", "PSKY" ] } ] }, { "id": "fundamental", "name": "Fundamental momentum", "before": 381, "after": 397, "percent": 78.9, "gapsByReason": [ { "reason": "Requires two adjacent years of revenue, operating income and cash flow.", "count": 105, "tickers": [ "AES", "AFL", "ARE", "ALL", "AXP", "AIG", "AMP", "APO", "ACGL", "ADM", "ARES", "AJG", "AIZ", "BKR", "BAC", "BRK.B", "BIIB", "BX", "BNY", "BMY", "BRO", "BG", "BXP", "CPT", "COF", "SCHW", "CVX", "CB", "CINF", "C", "CFG", "CLX", "COHR", "COP", "CTVA", "DE", "DVN", "DOW", "DHI", "DD", "ETN", "EMR", "EG", "XOM", "FDXF", "FITB", "GE", "GL", "GS", "HIG", "DOC", "HONA", "HBAN", "IBM", "IBKR", "INVH", "JNJ", "JPM", "KEY", "KKR", "LEN", "LLY", "L", "MTB", "MRK", "MTD", "MAA", "MS", "NEM", "NWSA", "NWS", "NTRS", "NVR", "OXY", "PCAR", "PFE", "PSX", "PNC", "PPG", "PFG", "PGR", "PRU", "PSA", "PHM", "Q", "RJF", "O", "RF", "HOOD", "SLB", "SRE", "SWK", "STT", "SYF", "TXT", "TRV", "TFC", "USB", "VTR", "VICI", "VMRK", "WRB", "WFC", "WELL", "ZTS" ] }, { "reason": "The undimensioned OperatingIncomeLoss fact is the total of geographic segment operating results before unallocated general/administrative and transaction/reorganization costs, and includes realized commodity derivatives. It is not consolidated operating income comparable with the dashboard definition. The FY2025 segment reconciliation shows $3,087m before $350m G&A and $102m transaction/reorganization costs; the FY2024 counterpart is $2,444m before $372m and $168m. The consolidated statement presents pretax income after financing within operating expenses rather than an unambiguous operating-income subtotal. Withhold this field instead of manufacturing a definition to fill ROIC/fundamental.", "count": 1, "tickers": [ "APA" ] } ] } ] }