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Public Dashboard: Farrell, Adam & Joe

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,106,820.93 14.5% 20.8 0.7% 72% 72 87.7 11.2%
Adobe Systems ADBE 114.30 $353.96 $40,457.20 3.7% 11.4% 22.1 0.0% 76% 75 86 10.6%
Argan* AGX 365.50 $242.08 $88,479.53 8.0% 17.6% 22.5 2.5% 78% 67 91 4.8%
Amazon.com AMZN 210.37 $231.60 $48,720.97 4.4% 11.2% 40.2 0.0% 96% 48 75 10.2%
ASML ASML 67.63 $763.46 $51,633.28 4.7% 14.1% 19.8 1.0% 99% 97 99 10.8%
Axos Financial AX 715.00 $91.35 $65,315.32 5.9% 13.4% 11.5 0.0% 43% 99 96 11.0%
Credo Technology CRDO 714.08 $131.82 $94,130.25 8.5% 18.8% 32.3 0.0% 68% 29 88 -4.8%
DoubleVerify* DV 2426.01 $16.27 $39,471.13 3.6% 19.2% 20.4 0.0% 87% 52 83 22.7%
FTAI Aviation* FTAI 497.36 $155.39 $77,285.39 7.0% 27.5% 21.5 1.5% 8% 66 76 15.3%
Alphabet (Google) GOOG 243.19 $212.37 $51,646.40 4.7% 10.8% 25.3 0.4% 97% 88 93 8.7%
Green Brick Partners* GRBK 826.86 $69.87 $57,772.45 5.2% 8.8% 10.8 0.0% 77% 60 80 13.4%
Halozyme Therapeutics* HALO 882.77 $72.81 $64,274.36 5.8% 22.6% 11.4 0.0% 53% 27 66 13.8%
Lululemon Athletica LULU 120.71 $205.08 $24,756.16 2.2% 6.3% 20.2 0.0% 87% 96 96 14.8%
Microsoft MSFT 120.46 $509.64 $61,393.53 5.5% 13.6% 31.3 0.8% 82% 91 97 9.6%
NICE NICE 300.95 $142.70 $42,945.71 3.9% 10.4% 19.0 0.0% 99% 93 97 22.3%
Novo Nordisk NVO 592.07 $56.11 $33,220.84 3.0% 13.6% 18.5 1.6% 92% 99 91 14.4%
Opera* OPRA 2729.26 $16.76 $45,742.36 4.1% 19.4% 11.0 0.2% 78% 50 88 27.5%
Paycom Software PAYC 240.89 $225.71 $54,372.23 4.9% 10.6% 24.7 0.5% 87% 96 96 11.4%
Schlumberger SLB 1241.31 $36.48 $45,283.02 4.1% 8.5% 10.8 1.7% 65% 68 97 16.8%
Taiwan Semi TSM 238.87 $238.27 $56,915.25 5.1% 12.2% 17.1 1.0% 97% 92 100 12.0%
United Rentals URI 65.96 $955.24 $63,005.57 5.7% 5.1% 17.2 1.4% 35% 92 75 5.8%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 11.2%
Quality 87.7
Growth 14.5%
P/E Ratio 20.8
Yield 0.7%
Fin Strength 72%
EPS Stability 72

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.