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.
| 09/16/2025 | ||||||||||||
| 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 | |||||||||||
| PARA | 6.27 | |||||||||||
| TGNA | 0.00 | |||||||||||
| Averages | $2,757.92 | 6.3% | 20.1 | 1.4% | 59% | 68 | 67.4 | 6.1% | ||||
| Adobe Systems | ADBE | 0.19 | $347.10 | $67.42 | 2.4% | 11.4% | 22.1 | 0.0% | 76% | 75 | 86 | 11.0% |
| Ameren | AEE | 1.17 | $100.47 | $117.55 | 4.3% | 6.2% | 17.8 | 3.0% | 59% | 89 | 95 | 6.4% |
| Arista Networks | ANET | 0.60 | $145.43 | $87.83 | 3.2% | 15.3% | 25.3 | 0.0% | 87% | 85 | 100 | -2.8% |
| AstraZeneca | AZN | 1.48 | $78.05 | $115.84 | 4.2% | 8.4% | 16.7 | 1.9% | 49% | 92 | 95 | 9.7% |
| Liberty Braves* | BATRA | 2.36 | $45.26 | $106.85 | 3.9% | 2.8% | 45.9 | 0.0% | 13% | 20 | 10 | -5.5% |
| Becton Dickinson | BDX | 0.39 | $185.74 | $71.61 | 2.6% | 4.1% | 15.7 | 1.6% | 66% | 100 | 82 | 11.4% |
| Biogen | BIIB | 0.36 | $143.32 | $51.38 | 1.9% | 0.7% | 16.8 | 0.0% | 49% | 42 | 35 | 9.1% |
| CME Group | CME | 0.54 | $258.83 | $139.06 | 5.0% | 5.6% | 24.8 | 2.3% | 76% | 90 | 91 | 7.6% |
| Crane* | CR | 1.09 | $182.60 | $198.74 | 7.2% | 7.5% | 23.8 | 1.0% | 52% | 62 | 65 | -4.3% |
| Eagle Materials | EXP | 0.53 | $234.78 | $125.02 | 4.5% | 5.6% | 15.6 | 0.4% | 76% | 94 | 95 | 6.7% |
| Genuine Parts | GPC | 0.60 | $139.04 | $83.79 | 3.0% | 3.1% | 17.4 | 2.6% | 96% | 93 | 74 | 6.0% |
| Intercontinental Exch | ICE | 0.85 | $172.23 | $146.57 | 5.3% | 9.1% | 23.4 | 1.6% | 31% | 82 | 64 | 9.6% |
| Ituran Location* | ITRN | 4.26 | $36.19 | $153.98 | 5.6% | 5.2% | 15.0 | 3.0% | 59% | 52 | 50 | 4.7% |
| Banco Itau* (Brazil) | ITUB | 17.12 | $7.14 | $122.26 | 4.4% | 4.6% | 10.2 | 0.5% | 36% | 0 | 3 | 4.1% |
| J B Hunt | JBHT | 0.55 | $136.35 | $74.39 | 2.7% | 3.3% | 19.9 | 0.9% | 82% | 88 | 79 | 8.9% |
| Mueller Industries | MLI | 1.15 | $98.82 | $113.72 | 4.1% | 8.2% | 19.7 | 1.2% | 100% | 47 | 95 | 14.5% |
| On Semiconductor | ON | 1.00 | $48.11 | $48.26 | 1.8% | 2.9% | 15.0 | 0.0% | 72% | 57 | 57 | 7.6% |
| Oracle Corp. | ORCL | 0.84 | $302.14 | $253.32 | 9.2% | 12.7% | 31.7 | 1.5% | 46% | 91 | 83 | 4.8% |
| Siemens | SIEGY | 1.19 | $135.58 | $160.75 | 5.8% | 3.4% | 14.1 | 2.5% | 82% | 50 | 70 | 6.9% |
| Sylvamo | SLVM | 2.33 | $44.20 | $102.86 | 3.7% | 0.2% | 9.9 | 3.4% | 38% | 86 | 59 | 17.7% |
| Target | TGT | 0.76 | $88.56 | $67.64 | 2.5% | 2.3% | 12.1 | 2.8% | 74% | 76 | 63 | 13.5% |
| Toast | TOST | 0.00 | $40.22 | $0.00 | 0.0% | 16.0% | 46.6 | 0.0% | 43% | 10 | 23 | 8.7% |
| Textron | TXT | 1.48 | $80.66 | $119.69 | 4.3% | 5.5% | 14.4 | 0.1% | 76% | 80 | 71 | 10.6% |
| UnitedHealth Group | UNH | 0.21 | $347.89 | $72.45 | 2.6% | 9.5% | 13.9 | 2.1% | 73% | 86 | 91 | 12.8% |
| Warner Bros Discovery | WBD | 8.06 | $19.46 | $156.94 | 5.7% | 3.2% | 18.0 | 0.0% | 20% | 11 | 14 | -1.5% |