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 NVDA NVIDIA Corporation -- -- 0.0% 75 2 AMZN Amazon.com Inc -- -- 0.0% 75 3 META Meta Platforms Inc -- -- 0.0% 75 4 BRK.B Berkshire Hathaway -- -- 0.0% 75 5 V Visa Inc -- -- 0.0% 75 6 WMT Walmart Inc -- -- 0.0% 75 7 XOM Exxon Mobil Corporation -- -- 0.0% 75 8 PG Procter & Gamble -- -- 0.0% 75 9 ORCL Oracle Corporation -- -- 0.0% 75 10 CRM Salesforce Inc -- -- 0.0% 75
MOMENTUM FACTOR # SYMBOL NAME 3M RET 6M RET REL STR SCORE 1 MSFT Microsoft Corporation +15.5% +21.7% 69 75 2 LLY Eli Lilly and Company +17.9% +24.4% 71 75 3 V Visa Inc +12.8% +15.6% 64 75 4 JPM JPMorgan Chase +14.8% +13.1% 64 70 5 UNH UnitedHealth Group +0.4% +34.5% 67 70 6 MA Mastercard Inc +16.5% +10.3% 63 70 7 JNJ Johnson & Johnson +15.3% +11.4% 63 70 8 CRM Salesforce Inc +16.2% +13.0% 65 70 9 AMD Advanced Micro Devices +1.2% +136.4% 100 70 10 ADBE Adobe Inc +12.5% +6.5% 59 70
QUALITY FACTOR # SYMBOL NAME ROE MARGIN D/E SCORE 1 MSFT Microsoft Corporation 34.0% 40.3% 0.00 100 2 GOOGL Alphabet Inc 48.7% 54.8% 0.00 100 3 LLY Eli Lilly and Company 102.3% 33.5% 0.00 100 4 AVGO Broadcom Inc 37.3% 38.9% 0.00 100 5 TSM TSM 40.0% 49.9% 0.00 100 6 MA Mastercard Inc 241.2% 46.3% 0.00 100 7 AAPL Apple Inc 148.8% 27.6% 0.00 95 8 NFLX Netflix Inc 49.5% 28.2% 0.00 95 9 ADBE Adobe Inc 62.9% 28.7% 0.00 95 10 JPM JPMorgan Chase 17.8% 34.9% 0.00 90
