Frontierby eninvs

Language: EN · RU

Region: US

GDP growth 2026 (proj.) 2.3%Inflation YoY (proj.) 3.2%FX vs USD (3y avg p.a.) 0.0%Macro: IMF World Economic Outlook, April 2026 (Annex tables 1.1.2–1.1.4)
Strategy: US Leaders● Real +302.2% · live since Aug 2019
backtest: Top-30 US non-financial growth-at-reasonable-price
Recommended portfolio
PEP 28%NVDA 25%MSFT 17%IBM 15%AMZN 14%

Rows are ordered partly by extraction health (share of stable periods). Hover a row for OK / partial / error counts.

CompanyCountrySectorValue / upsideDiv. %FCF Yield LTMΔ revenue (NII for banks)Δ EBITDA (assets for financials)EV/EBITDA LTMP/E LTMP/B FYROE (ann.)
MICRON TECHNOLOGY INC
US_MU
USTechnology+49%0.1%1.1%196.3%378.2%29.9x45.8x20.4x84.0%
ELI LILLY & Co
US_LLY
USHealth care+41%0.6%0.8%55.5%138.8%31.7x40.1x38.2x102.5%
AMGEN INC
US_AMGN
USHealth care+39%2.8%4.4%5.8%47.4%15.3x24.5x22.1x81.5%
NVIDIA CORP
US_NVDA
USTechnology+36%0.1%0.1%85.2%145.1%30.1x31.2x31.7x132.3%
AMPHENOL CORP /DE/
US_APH
USTechnology+30%0.5%-2.7%58.4%83.8%26.6x44.0x14.6x27.3%
ANALOG DEVICES INC
US_ADI
USTechnology+25%1.0%1.6%37.2%58.7%34.5x61.7x6.0x13.9%
KLA CORP
US_KLAC
USTechnology+24%3.1%9.1%11.5%11.3%6.5x7.2x7.2x28.4%
PEPSICO INC
US_PEP
USConsumer staples+22%4.0%3.3%8.5%21.1%15.4x22.7x9.7x44.5%
AT&T INC.
US_T
USCommunication services+19%4.7%3.6%2.9%6.2%6.5x7.9x1.3x12.2%
AMAZON COM INC
US_AMZN
USConsumer discretionary+19%-0.7%16.6%31.0%16.4x28.2x6.2x28.4%
ORACLE CORP
US_ORCL
USTechnology+19%1.1%-3.1%21.7%35.9%22.6x32.6x25.8x14.5%
TEXAS INSTRUMENTS INC
US_TXN
USTechnology+18%1.9%1.9%18.6%34.4%33.2x51.2x16.9x37.4%
COCA COLA CO
US_KO
USConsumer staples+18%2.5%5.6%12.1%17.8%24.7x25.9x11.0x47.7%
Alphabet Inc.
US_GOOGL
USCommunication services+17%0.2%0.4%21.8%31.6%26.7x27.2x10.5x56.0%
MICROSOFT CORP
US_MSFT
USTechnology+17%0.9%1.6%18.3%23.4%15.6x23.3x8.5x10.5%
RTX Corp
US_RTX
USIndustrials+17%1.5%4.2%8.7%17.5%19.3x34.3x3.8x12.5%
Apple Inc.
US_AAPL
USTechnology+16%0.4%3.1%16.6%21.9%27.0x35.1x121.5%
NETFLIX INC
US_NFLX
USCommunication services+15%3.7%16.2%18.3%24.6x26.1x13.1x73.2%
MCDONALDS CORP
US_MCD
USConsumer discretionary+13%2.6%2.8%9.4%11.1%16.2x23.3x-123.4%
CISCO SYSTEMS, INC.
US_CSCO
USTechnology+13%1.4%2.2%12.0%21.5%33.4x40.1x10.2x9.3%
INTERNATIONAL BUSINESS MACHINES CORP
US_IBM
USTechnology+12%2.5%1.1%9.5%14.0%20.1x24.0x7.9x14.8%
GE Vernova Inc.
US_GEV
USIndustrials+12%0.2%1.3%16.3%110.1%98.8x27.3x22.9x151.2%
CATERPILLAR INC
US_CAT
USIndustrials+12%0.7%2.0%22.2%18.0%32.6x44.9x19.9x51.0%
Arista Networks, Inc.
US_ANET
USTechnology+12%0.9%35.1%35.4%48.5x56.0x16.8x31.6%
Palantir Technologies Inc.
US_PLTR
USTechnology+11%0.9%84.7%316.5%134.1x41.4x44.0%
TJX COMPANIES INC /DE/
US_TJX
USConsumer discretionary+10%1.0%2.6%7.1%12.6%21.6x33.9x18.3x56.2%
Merck & Co., Inc.
US_MRK
USHealth care+9%2.8%-1.6%4.9%10.1%12.7x33.4x5.7x-34.4%
Broadcom Inc.
US_AVGO
USTechnology+9%0.6%1.4%29.5%27.2%52.4x74.3x22.8x36.5%
Philip Morris International Inc.
US_PM
USConsumer staples+9%3.1%1.2%9.1%9.4%19.2x25.8x-101.2%
COSTCO WHOLESALE CORP /NEW
US_COST
USConsumer staples+9%0.5%1.8%9.2%11.7%31.5x51.0x15.0x26.1%
T-Mobile US, Inc.
US_TMUS
USCommunication services+9%2.1%7.0%10.6%4.0%7.0x20.3x3.6x17.4%
LAM RESEARCH CORP
US_LRCX
USTechnology+8%0.3%1.0%23.8%30.4%59.2x69.4x47.2x23.5%
Walt Disney Co
US_DIS
USCommunication services+7%1.2%2.7%6.5%4.3%9.8x16.1x1.6x8.3%
APPLIED MATERIALS INC /DE
US_AMAT
USTechnology+7%0.3%1.0%11.4%17.0%51.1x52.9x22.0x49.2%
PROCTER & GAMBLE Co
US_PG
USConsumer staples+7%2.8%3.3%7.4%2.2%16.2x21.1x6.7x9.7%
Meta Platforms, Inc.
US_META
USCommunication services+6%0.4%0.8%33.1%34.6%12.9x20.3x6.6x46.5%
Tesla, Inc.
US_TSLA
USConsumer discretionary+5%0.3%15.8%47.3%339.4x16.0x2.3%
ADVANCED MICRO DEVICES INC
US_AMD
USTechnology+5%0.9%37.8%47.6%167.1x13.3x8.7%
HOME DEPOT, INC.
US_HD
USConsumer discretionary+3%2.8%2.0%3.2%-1.8%15.4x23.0x25.5x113.6%
THERMO FISHER SCIENTIFIC INC.
US_TMO
USHealth care+3%0.4%-2.9%6.2%7.4%20.2x25.8x3.3x12.5%
UNITEDHEALTH GROUP INC
US_UNH
USHealth care+1%2.2%2.7%2.0%-1.6%18.0x30.7x3.7x24.6%
GENERAL ELECTRIC CO
US_GE
USIndustrials+1%0.5%2.1%24.7%-1.2%33.3x40.7x18.8x41.5%
Walmart Inc.
US_WMT
USConsumer staples+0%0.8%1.2%4.7%1.6%33.6x44.1x9.7x22.4%
VERIZON COMMUNICATIONS INC
US_VZ
USCommunication services-2%5.7%-4.3%2.9%4.6%7.7x11.7x1.9x19.2%
JOHNSON & JOHNSON
US_JNJ
USHealth care-20%2.2%0.2%9.9%-18.3%18.8x27.6x7.1x25.7%
QUALCOMM INC/DE
US_QCOM
USTechnology-21%1.7%3.9%-3.5%-22.6%18.0x22.9x10.7x117.1%
INTEL CORP
US_INTC
USTechnology-47%2.1%7.2%-100.0%91.3x5.4x-13.2%
NEXTERA ENERGY INC
US_NEE
USUtilities2.8%-6.9%1.7%6.8%18.7x21.9x3.3x15.9%

Work in progress — needs attention

Issuers below have weak extraction, thin market data, missing valuation inputs, or extreme headline YoY/ROE. Hover the row for the checklist.

CompanyCountrySectorValue / upsideDiv. %FCF Yield LTMΔ revenue (NII for banks)Δ EBITDA (assets for financials)EV/EBITDA LTMP/E LTMP/B FYROE (ann.)
AbbVie Inc.
US_ABBV
USHealth care+7%3.0%5.0%12.4%2.7%19.6x111.1x-56.0%
BOEING CO
US_BA
USIndustrials+5%-2.2%14.0%10.1%31.3x75.8x31.5x-0.3%