Home / Quant Hub / Factor Dashboard FACTOR DASHBOARD Factor investing uses systematic rules to identify stocks with specific return-driving characteristics. The three primary factors below -- value, momentum, and quality -- have decades of academic research supporting their long-term outperformance potential.
VALUE FACTOR # SYMBOL NAME P/E P/B DIV YIELD SCORE 1 BRK.B Berkshire Hathaway -- -- 0.0% 75 2 TSM TSM -- -- 0.0% 75 3 V Visa Inc -- -- 0.0% 75 4 XOM Exxon Mobil Corporation -- -- 0.0% 75 5 JNJ Johnson & Johnson -- -- 0.0% 75 6 COST Costco Wholesale -- -- 0.0% 75 7 ORCL Oracle Corporation -- -- 0.0% 75 8 NFLX Netflix Inc -- -- 0.0% 75 9 AMD Advanced Micro Devices -- -- 0.0% 75 10 ADBE Adobe Inc -- -- 0.0% 75
MOMENTUM FACTOR # SYMBOL NAME 3M RET 6M RET REL STR SCORE 1 AVGO Broadcom Inc +22.3% +16.8% 70 80 2 TSM TSM +12.9% +26.6% 70 75 3 XOM Exxon Mobil Corporation +11.0% +27.9% 69 75 4 AMD Advanced Micro Devices +13.9% +21.1% 67 75 5 GOOGL Alphabet Inc +1.2% +31.3% 66 70 6 WMT Walmart Inc +8.6% +21.3% 65 70 7 AAPL Apple Inc +7.5% +2.5% 55 65 8 NVDA NVIDIA Corporation +9.0% +9.7% 59 65 9 AMZN Amazon.com Inc +8.0% +13.0% 61 65 10 JNJ Johnson & Johnson +3.7% +17.5% 61 65
QUALITY FACTOR # SYMBOL NAME ROE MARGIN D/E SCORE 1 MSFT Microsoft Corporation 34.4% 39.0% 0.00 100 2 NVDA NVIDIA Corporation 101.5% 55.6% 0.00 100 3 GOOGL Alphabet Inc 35.7% 32.8% 0.00 100 4 META Meta Platforms Inc 30.2% 30.1% 0.00 100 5 LLY Eli Lilly and Company 101.2% 31.7% 0.00 100 6 AVGO Broadcom Inc 33.4% 36.6% 0.00 100 7 MA Mastercard Inc 209.9% 45.7% 0.00 100 8 AAPL Apple Inc 152.0% 27.0% 0.00 95 9 JPM JPMorgan Chase 16.5% 33.9% 0.00 90 10 PG Procter & Gamble 31.6% 19.3% 0.00 90
