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.
| 10/31/2025 | ||||||||||||
| 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 | $2,762.77 | 6.3% | 20.0 | 1.4% | 60% | 74 | 70.6 | 7.3% | ||||
| Adobe Systems | ADBE | 0.19 | $339.24 | $65.89 | 2.4% | 11.4% | 20.9 | 0.0% | 74% | 97 | 93 | 11.3% |
| Ameren | AEE | 1.17 | $102.73 | $120.19 | 4.4% | 6.4% | 18.0 | 3.0% | 49% | 97 | 95 | 7.1% |
| Arista Networks | ANET | 0.60 | $158.44 | $95.69 | 3.5% | 15.6% | 18.8 | 0.0% | 95% | 83 | 100 | -8.3% |
| AstraZeneca | AZN | 1.48 | $82.34 | $122.20 | 4.4% | 8.8% | 16.7 | 1.9% | 19% | 99 | 91 | 9.3% |
| Liberty Braves* | BATRA | 2.36 | $42.65 | $100.68 | 3.6% | 3.3% | 44.8 | 0.0% | 45% | 55 | 29 | -3.7% |
| Becton Dickinson | BDX | 0.39 | $179.38 | $69.15 | 2.5% | 4.2% | 16.5 | 1.6% | 48% | 98 | 75 | 12.1% |
| Biogen | BIIB | 0.36 | $149.61 | $53.64 | 1.9% | 0.8% | 17.6 | 0.0% | 40% | 56 | 38 | 8.8% |
| CME Group | CME | 0.54 | $262.89 | $141.24 | 5.1% | 6.0% | 22.5 | 2.3% | 99% | 99 | 98 | 7.1% |
| Crane* | CR | 1.09 | $191.86 | $208.82 | 7.6% | 5.6% | 29.8 | 0.6% | 58% | 82 | 77 | 6.8% |
| Eagle Materials | EXP | 0.53 | $214.64 | $114.30 | 4.1% | 5.6% | 16.2 | 0.4% | 61% | 93 | 91 | 9.7% |
| Genuine Parts | GPC | 0.60 | $128.40 | $77.38 | 2.8% | 3.1% | 17.6 | 2.6% | 81% | 78 | 63 | 8.1% |
| Intercontinental Exch | ICE | 0.85 | $148.52 | $126.39 | 4.6% | 9.4% | 21.4 | 1.6% | 96% | 71 | 88 | 11.5% |
| Ituran Location* | ITRN | 4.26 | $38.43 | $163.53 | 5.9% | 4.9% | 12.0 | 3.0% | 65% | 76 | 62 | -1.1% |
| Banco Itau* (Brazil) | ITUB | 17.12 | $7.33 | $125.51 | 4.5% | 7.0% | 10.8 | 0.5% | 52% | 67 | 57 | 9.0% |
| J B Hunt | JBHT | 0.55 | $166.64 | $90.91 | 3.3% | 3.1% | 22.5 | 0.9% | 58% | 69 | 62 | 10.2% |
| Mueller Industries | MLI | 1.15 | $105.42 | $121.31 | 4.4% | 7.8% | 17.9 | 1.2% | 99% | 88 | 99 | 14.6% |
| On Semiconductor | ON | 1.00 | $50.85 | $51.01 | 1.8% | 2.5% | 16.8 | 0.0% | 75% | 56 | 55 | 8.3% |
| Oracle Corp. | ORCL | 0.84 | $256.89 | $215.39 | 7.8% | 12.8% | 26.0 | 1.5% | 41% | 90 | 82 | 4.7% |
| Siemens | SIEGY | 1.19 | $142.53 | $168.99 | 6.1% | 4.8% | 15.0 | 2.5% | 72% | 56 | 70 | 4.0% |
| Sylvamo | SLVM | 2.33 | $41.06 | $95.56 | 3.5% | 0.1% | 11.2 | 3.4% | 37% | 64 | 45 | 18.2% |
| Target | TGT | 0.76 | $92.92 | $70.97 | 2.6% | 2.3% | 13.8 | 2.8% | 73% | 69 | 59 | 15.1% |
| Toast | TOST | 0.00 | $34.39 | $0.00 | 0.0% | 16.0% | 42.5 | 0.0% | 71% | 17 | 36 | 11.4% |
| Textron | TXT | 1.48 | $79.42 | $117.85 | 4.3% | 5.6% | 15.5 | 0.1% | 74% | 88 | 74 | 12.3% |
| UnitedHealth Group | UNH | 0.21 | $344.75 | $71.80 | 2.6% | 9.2% | 17.2 | 2.1% | 50% | 38 | 59 | 14.3% |
| Warner Bros Discovery | WBD | 8.06 | $21.62 | $174.35 | 6.3% | 3.2% | 24.8 | 0.0% | 7% | 8 | 10 | 2.8% |