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.
| 04/30/2025 | ||||||||||||
| 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 | $2,461.77 | 6.0% | 19.3 | 1.5% | 67% | 71 | 70.5 | 9.8% | ||||
| Adobe Systems | ADBE | 0.19 | $370.98 | $72.06 | 2.9% | 12.5% | 23.9 | 0.0% | 99% | 89 | 95 | 11.0% |
| Ameren | AEE | 1.17 | $98.89 | $115.70 | 4.7% | 6.1% | 20.1 | 3.0% | 71% | 89 | 96 | 8.1% |
| Arista Networks | ANET | 0.60 | $80.73 | $48.76 | 2.0% | 15.3% | 24.1 | 0.0% | 83% | 86 | 100 | 6.9% |
| AstraZeneca | AZN | 1.48 | $71.71 | $106.43 | 4.3% | 8.4% | 17.1 | 1.8% | 62% | 90 | 97 | 11.6% |
| Liberty Braves* | BATRA | 2.36 | $44.03 | $103.94 | 4.2% | 4.0% | 46.4 | 0.0% | 28% | 20 | 16 | -4.0% |
| Becton Dickinson | BDX | 0.39 | $204.63 | $78.89 | 3.2% | 4.1% | 18.5 | 1.4% | 90% | 99 | 89 | 11.8% |
| Biogen | BIIB | 0.36 | $119.12 | $42.71 | 1.7% | 0.7% | 18.4 | 0.0% | 64% | 42 | 43 | 15.0% |
| CME Group | CME | 0.54 | $272.36 | $146.33 | 5.9% | 5.9% | 25.8 | 2.2% | 95% | 87 | 94 | 6.2% |
| Crane* | CR | 1.09 | $148.67 | $161.81 | 6.6% | 6.3% | 21.4 | 1.0% | 56% | 66 | 64 | -3.4% |
| Eagle Materials | EXP | 0.53 | $221.36 | $117.88 | 4.8% | 6.2% | 15.9 | 0.4% | 85% | 92 | 96 | 9.7% |
| Genuine Parts | GPC | 0.60 | $117.52 | $70.82 | 2.9% | 3.1% | 17.8 | 2.6% | 89% | 93 | 71 | 9.7% |
| Intercontinental Exch | ICE | 0.85 | $163.48 | $139.12 | 5.7% | 8.9% | 24.0 | 1.6% | 80% | 89 | 84 | 9.4% |
| Ituran Location* | ITRN | 4.26 | $34.94 | $148.68 | 6.0% | 5.4% | 15.0 | 3.0% | 50% | 54 | 48 | 5.6% |
| Banco Itau* (Brazil) | ITUB | 17.12 | $6.21 | $106.34 | 4.3% | 4.6% | 9.5 | 0.5% | 37% | 0 | 3 | 5.1% |
| J B Hunt | JBHT | 0.55 | $130.95 | $71.44 | 2.9% | 4.2% | 21.3 | 0.9% | 86% | 93 | 85 | 12.1% |
| Mueller Industries | MLI | 1.15 | $72.84 | $83.82 | 3.4% | 8.2% | 19.6 | 1.0% | 100% | 49 | 95 | 19.6% |
| On Semiconductor | ON | 1.00 | $40.04 | $40.17 | 1.6% | 3.5% | 13.8 | 0.0% | 95% | 56 | 69 | 11.1% |
| Oracle Corp. | ORCL | 0.84 | $140.79 | $118.04 | 4.8% | 10.4% | 23.3 | 1.5% | 80% | 97 | 93 | 13.8% |
| Paramount Global [ViacomCBS] | PARA | 6.27 | $11.69 | $73.25 | 3.0% | 2.0% | 6.0 | 4.4% | 28% | 24 | 16 | 7.6% |
| Siemens | SIEGY | 1.19 | $117.55 | $139.38 | 5.7% | 4.5% | 14.1 | 2.5% | 89% | 59 | 80 | 12.2% |
| Sylvamo | SLVM | 2.33 | $60.23 | $140.17 | 5.7% | 2.2% | 10.7 | 2.3% | 26% | 86 | 66 | 15.6% |
| Target | TGT | 0.76 | $96.91 | $74.02 | 3.0% | 3.0% | 11.1 | 2.6% | 51% | 80 | 59 | 12.0% |
| Toast | TOST | 0.00 | $36.21 | $0.00 | 0.0% | 16.7% | 30.1 | 0.0% | 37% | 8 | 20 | 1.2% |
| Textron | TXT | 1.48 | $69.98 | $103.84 | 4.2% | 5.4% | 13.9 | 0.1% | 76% | 85 | 71 | 12.4% |
| UnitedHealth Group | UNH | 0.21 | $420.00 | $87.47 | 3.6% | 9.4% | 18.0 | 1.8% | 75% | 98 | 96 | 18.3% |
| Warner Bros Discovery | WBD | 8.06 | $8.77 | $70.73 | 2.9% | 3.5% | 30.6 | 0.0% | 21% | 10 | 15 | 29.1% |