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.
| 08/02/2025 | ||||||||||||
| 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 | $2,690.33 | 6.0% | 19.6 | 1.5% | 58% | 68 | 66.3 | 7.1% | ||||
| Adobe Systems | ADBE | 0.19 | $347.80 | $67.56 | 2.5% | 11.4% | 22.1 | 0.0% | 76% | 75 | 86 | 11.0% |
| Ameren | AEE | 1.17 | $102.11 | $119.47 | 4.4% | 6.2% | 17.8 | 3.0% | 59% | 89 | 95 | 6.1% |
| Arista Networks | ANET | 0.60 | $117.57 | $71.00 | 2.6% | 15.3% | 25.3 | 0.0% | 87% | 85 | 100 | 1.4% |
| AstraZeneca | AZN | 1.48 | $73.95 | $109.75 | 4.1% | 8.4% | 16.7 | 1.9% | 49% | 92 | 95 | 10.9% |
| Liberty Braves* | BATRA | 2.36 | $46.65 | $110.13 | 4.1% | 2.8% | 45.9 | 0.0% | 13% | 20 | 10 | -6.1% |
| Becton Dickinson | BDX | 0.39 | $176.37 | $67.99 | 2.5% | 4.1% | 15.7 | 1.6% | 66% | 100 | 82 | 12.5% |
| Biogen | BIIB | 0.36 | $131.95 | $47.31 | 1.8% | 0.7% | 16.8 | 0.0% | 49% | 42 | 35 | 10.9% |
| CME Group | CME | 0.54 | $280.76 | $150.84 | 5.6% | 5.6% | 24.8 | 2.3% | 76% | 90 | 91 | 5.9% |
| Crane* | CR | 1.09 | $193.49 | $210.59 | 7.8% | 7.5% | 23.8 | 1.0% | 52% | 62 | 65 | -5.4% |
| Eagle Materials | EXP | 0.53 | $220.44 | $117.39 | 4.4% | 5.6% | 15.6 | 0.4% | 76% | 94 | 95 | 8.1% |
| Genuine Parts | GPC | 0.60 | $128.30 | $77.32 | 2.9% | 3.1% | 17.4 | 2.6% | 96% | 93 | 74 | 7.7% |
| Intercontinental Exch | ICE | 0.85 | $184.60 | $157.09 | 5.8% | 9.1% | 23.4 | 1.6% | 31% | 82 | 64 | 8.1% |
| Ituran Location* | ITRN | 4.26 | $38.71 | $164.72 | 6.1% | 5.2% | 15.0 | 3.0% | 59% | 52 | 50 | 3.4% |
| Banco Itau* (Brazil) | ITUB | 17.12 | $6.29 | $107.71 | 4.0% | 4.6% | 10.2 | 0.5% | 36% | 0 | 3 | 6.7% |
| J B Hunt | JBHT | 0.55 | $139.56 | $76.14 | 2.8% | 3.3% | 19.9 | 0.9% | 82% | 88 | 79 | 8.4% |
| Mueller Industries | MLI | 1.15 | $83.34 | $95.90 | 3.6% | 8.2% | 19.7 | 1.2% | 100% | 47 | 95 | 18.4% |
| On Semiconductor | ON | 1.00 | $56.82 | $57.00 | 2.1% | 2.9% | 15.0 | 0.0% | 72% | 57 | 57 | 4.1% |
| Oracle Corp. | ORCL | 0.84 | $244.42 | $204.93 | 7.6% | 12.7% | 31.7 | 1.5% | 46% | 91 | 83 | 9.2% |
| Paramount Global [ViacomCBS] | PARA | 6.27 | $13.01 | $81.52 | 3.0% | 1.3% | 5.0 | 1.8% | 23% | 30 | 17 | 2.8% |
| Siemens | SIEGY | 1.19 | $123.60 | $146.55 | 5.4% | 3.4% | 14.1 | 2.5% | 82% | 50 | 70 | 8.8% |
| Sylvamo | SLVM | 2.33 | $45.25 | $105.31 | 3.9% | 0.2% | 9.9 | 3.4% | 38% | 86 | 59 | 17.2% |
| Target | TGT | 0.76 | $99.77 | $76.21 | 2.8% | 2.3% | 12.1 | 2.8% | 74% | 76 | 63 | 10.9% |
| Toast | TOST | 0.00 | $46.66 | $0.00 | 0.0% | 16.0% | 46.6 | 0.0% | 43% | 10 | 23 | 5.5% |
| Textron | TXT | 1.48 | $77.23 | $114.60 | 4.3% | 5.4% | 14.5 | 0.1% | 86% | 86 | 75 | 11.4% |
| UnitedHealth Group | UNH | 0.21 | $237.77 | $49.52 | 1.8% | 9.5% | 13.9 | 2.1% | 73% | 86 | 91 | 21.6% |
| Warner Bros Discovery | WBD | 8.06 | $12.87 | $103.79 | 3.9% | 3.2% | 18.0 | 0.0% | 20% | 11 | 14 | 7.0% |