Public Dashboard: Barron's Top 40: 2nd Half 2023
Barron's 10 Midyear Roundtable panelists see value in a variety of healthcare, industrial, media, and other stocks that the market has overlooked.
| 06/16/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CNHI | 6.68 | |||||||||||
| KBWB | 0.00 | |||||||||||
| ONEX-TO | 0.00 | |||||||||||
| TGNA | 0.00 | |||||||||||
| Averages | $2,577.35 | 6.0% | 19.1 | 1.5% | 67% | 69 | 69.1 | 7.8% | ||||
| Adobe Systems | ADBE | 0.19 | $391.68 | $76.08 | 3.0% | 11.4% | 23.5 | 0.0% | 95% | 76 | 92 | 9.1% |
| Ameren | AEE | 1.17 | $95.70 | $111.97 | 4.3% | 6.2% | 19.7 | 3.0% | 70% | 89 | 96 | 9.3% |
| Arista Networks | ANET | 0.60 | $92.35 | $55.77 | 2.2% | 15.3% | 24.6 | 0.0% | 82% | 85 | 100 | 5.8% |
| AstraZeneca | AZN | 1.48 | $74.42 | $110.45 | 4.3% | 8.4% | 17.1 | 1.8% | 66% | 91 | 98 | 11.0% |
| Liberty Braves* | BATRA | 2.36 | $45.24 | $106.80 | 4.1% | 2.7% | 45.9 | 0.0% | 30% | 20 | 14 | -5.6% |
| Becton Dickinson | BDX | 0.39 | $172.21 | $66.39 | 2.6% | 4.1% | 15.7 | 1.6% | 81% | 100 | 85 | 13.1% |
| Biogen | BIIB | 0.36 | $130.65 | $46.84 | 1.8% | 0.7% | 17.3 | 0.0% | 65% | 42 | 44 | 11.7% |
| CME Group | CME | 0.54 | $269.50 | $144.79 | 5.6% | 5.9% | 25.4 | 2.2% | 95% | 87 | 94 | 6.6% |
| Crane* | CR | 1.09 | $181.44 | $197.47 | 7.7% | 7.0% | 22.3 | 1.0% | 59% | 62 | 66 | -5.9% |
| Eagle Materials | EXP | 0.53 | $195.95 | $104.35 | 4.0% | 6.2% | 14.7 | 0.4% | 86% | 93 | 97 | 10.6% |
| Genuine Parts | GPC | 0.60 | $119.68 | $72.12 | 2.8% | 3.1% | 17.8 | 2.6% | 89% | 93 | 71 | 9.4% |
| Intercontinental Exch | ICE | 0.85 | $178.44 | $151.85 | 5.9% | 8.9% | 24.2 | 1.6% | 77% | 89 | 83 | 8.5% |
| Ituran Location* | ITRN | 4.26 | $36.23 | $154.17 | 6.0% | 5.5% | 15.0 | 3.0% | 43% | 54 | 45 | 4.9% |
| Banco Itau* (Brazil) | ITUB | 17.12 | $6.56 | $112.33 | 4.4% | 4.6% | 9.9 | 0.5% | 37% | 0 | 3 | 5.2% |
| J B Hunt | JBHT | 0.55 | $139.85 | $76.30 | 3.0% | 3.3% | 19.9 | 0.9% | 83% | 88 | 79 | 8.3% |
| Mueller Industries | MLI | 1.15 | $74.27 | $85.47 | 3.3% | 8.2% | 19.9 | 1.2% | 100% | 48 | 94 | 20.6% |
| On Semiconductor | ON | 1.00 | $51.02 | $51.18 | 2.0% | 3.3% | 14.9 | 0.0% | 95% | 57 | 68 | 6.6% |
| Oracle Corp. | ORCL | 0.84 | $215.22 | $180.45 | 7.0% | 11.8% | 26.5 | 1.5% | 80% | 92 | 91 | 6.6% |
| Paramount Global [ViacomCBS] | PARA | 6.27 | $11.89 | $74.50 | 2.9% | 1.3% | 5.0 | 1.8% | 32% | 30 | 19 | 4.7% |
| Siemens | SIEGY | 1.19 | $123.29 | $146.18 | 5.7% | 4.7% | 14.1 | 2.5% | 89% | 64 | 82 | 11.2% |
| Sylvamo | SLVM | 2.33 | $50.72 | $118.04 | 4.6% | 0.6% | 10.2 | 2.9% | 24% | 85 | 55 | 15.6% |
| Target | TGT | 0.76 | $95.37 | $72.85 | 2.8% | 3.2% | 10.9 | 2.6% | 49% | 77 | 58 | 12.1% |
| Toast | TOST | 0.00 | $41.54 | $0.00 | 0.0% | 18.5% | 31.7 | 0.0% | 37% | 8 | 23 | 0.8% |
| Textron | TXT | 1.48 | $77.38 | $114.82 | 4.5% | 5.4% | 13.9 | 0.1% | 77% | 86 | 71 | 10.5% |
| UnitedHealth Group | UNH | 0.21 | $313.53 | $65.30 | 2.5% | 9.5% | 13.9 | 2.1% | 60% | 90 | 87 | 15.2% |
| Warner Bros Discovery | WBD | 8.06 | $10.03 | $80.89 | 3.1% | 3.2% | 18.0 | 0.0% | 21% | 11 | 15 | 12.5% |