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 AAPL Apple Inc -- -- 0.0% 75 2 META Meta Platforms Inc -- -- 0.0% 75 3 BRK.B Berkshire Hathaway -- -- 0.0% 75 4 TSM TSM -- -- 0.0% 75 5 V Visa Inc -- -- 0.0% 75 6 UNH UnitedHealth Group -- -- 0.0% 75 7 WMT Walmart Inc -- -- 0.0% 75 8 MA Mastercard Inc -- -- 0.0% 75 9 XOM Exxon Mobil Corporation -- -- 0.0% 75 10 JNJ Johnson & Johnson -- -- 0.0% 75
MOMENTUM FACTOR # SYMBOL NAME 3M RET 6M RET REL STR SCORE 1 AAPL Apple Inc +0.0% +0.0% 50 50 2 MSFT Microsoft Corporation +0.0% +0.0% 50 50 3 NVDA NVIDIA Corporation +0.0% +0.0% 50 50 4 GOOGL Alphabet Inc +0.0% +0.0% 50 50 5 AMZN Amazon.com Inc +0.0% +0.0% 50 50 6 META Meta Platforms Inc +0.0% +0.0% 50 50 7 BRK.B Berkshire Hathaway +0.0% +0.0% 50 50 8 LLY Eli Lilly and Company +0.0% +0.0% 50 50 9 AVGO Broadcom Inc +0.0% +0.0% 50 50 10 TSM TSM +0.0% +0.0% 50 50
QUALITY FACTOR # SYMBOL NAME ROE MARGIN D/E SCORE 1 MSFT Microsoft Corporation 34.0% 40.3% 0.00 100 2 NVDA NVIDIA Corporation 117.2% 63.7% 0.00 100 3 GOOGL Alphabet Inc 48.7% 54.8% 0.00 100 4 LLY Eli Lilly and Company 102.3% 33.5% 0.00 100 5 AVGO Broadcom Inc 44.3% 42.9% 0.00 100 6 ORCL Oracle Corporation 53.4% 25.4% 0.00 95 7 ADBE Adobe Inc 62.9% 28.7% 0.00 95 8 AMZN Amazon.com Inc 30.6% 17.4% 0.00 90 9 JPM JPMorgan Chase 17.8% 34.9% 0.00 90 10 CRM Salesforce Inc 19.4% 22.0% 0.00 85
