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 GOOGL Alphabet Inc -- -- 0.0% 75 3 AMZN Amazon.com Inc -- -- 0.0% 75 4 BRK.B Berkshire Hathaway -- -- 0.0% 75 5 TSM TSM -- -- 0.0% 75 6 V Visa Inc -- -- 0.0% 75 7 XOM Exxon Mobil Corporation -- -- 0.0% 75 8 PG Procter & Gamble -- -- 0.0% 75 9 ADBE Adobe Inc -- -- 0.0% 75 10 JPM JPMorgan Chase 16.1 2.6 1.8% 70
MOMENTUM FACTOR # SYMBOL NAME 3M RET 6M RET REL STR SCORE 1 AMD Advanced Micro Devices +127.7% +174.6% 100 85 2 AAPL Apple Inc +21.1% +21.6% 71 80 3 TSM TSM +17.1% +34.1% 76 80 4 UNH UnitedHealth Group +39.5% +23.4% 81 80 5 LLY Eli Lilly and Company +26.5% +11.8% 69 75 6 NVDA NVIDIA Corporation +11.8% +14.1% 63 70 7 GOOGL Alphabet Inc +12.6% +8.7% 61 70 8 AVGO Broadcom Inc +7.6% +15.9% 62 70 9 JNJ Johnson & Johnson +7.8% +25.7% 67 70 10 META Meta Platforms Inc +6.2% +2.5% 54 65
QUALITY FACTOR # SYMBOL NAME ROE MARGIN D/E SCORE 1 MSFT Microsoft Corporation 34.0% 39.3% 0.00 100 2 NVDA NVIDIA Corporation 114.3% 63.0% 0.00 100 3 META Meta Platforms Inc 32.9% 32.8% 0.00 100 4 LLY Eli Lilly and Company 107.5% 35.0% 0.00 100 5 AVGO Broadcom Inc 37.3% 38.9% 0.00 100 6 MA Mastercard Inc 232.1% 45.9% 0.00 100 7 ORCL Oracle Corporation 53.4% 25.4% 0.00 95 8 NFLX Netflix Inc 48.5% 28.5% 0.00 95 9 JPM JPMorgan Chase 16.5% 33.9% 0.00 90 10 JNJ Johnson & Johnson 26.4% 21.8% 0.00 90
