| #1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | |
|---|---|---|---|---|---|---|---|---|
| Remove Lumentum Holdin... | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove US Bancorp De | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove General Dynamic... | Apr 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 | Jun 24 |
| Remove DoorDash, Inc. | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| #1 | #2 | #3 | #4 | |
|---|---|---|---|---|
| Lumentum Holdings Inc. (ROIC) | 11.2% | 5.7% | 0.6% | -2.3% |
| US Bancorp De (ROE) | 12.4% | 12.1% | 11.8% | 11.1% |
| General Dynamics Corp (ROIC) | 14.5% | 14.3% | 14.2% | 13.7% |
| DoorDash, Inc. (ROE/ROA) | 45.3% | 44.2% | 42.3% | 36.9% |
| #1 | #2 | #3 | #4 | |
|---|---|---|---|---|
| Lumentum Holdings Inc. | 106.9% | 92.9% | 65.8% | 49.7% |
| US Bancorp De | 7.2% | 5.9% | 6.0% | 9.4% |
| General Dynamics Corp | 27.4% | 14.8% | 30.3% | 26.6% |
| DoorDash, Inc. | 30.4% | 21.6% | 22.0% | 22.1% |
| #1 | #2 | #3 | #4 | #5 | |
|---|---|---|---|---|---|
| Lumentum Holdings Inc. | 0% | 0% | 0% | 0% | 0% |
| US Bancorp De | 48% | 49% | 49% | 52% | 52% |
| General Dynamics Corp | 58% | 61% | 72% | 74% | 79% |
| DoorDash, Inc. | 93% | 24% | 11% | 17% | 40% |
| Balance | Stability | |
|---|---|---|
| Lumentum Holdings Inc. | 51.3% | 35.5% |
| US Bancorp De | 9.2% | 91.6% |
| General Dynamics Corp | 42.5% | 55.5% |
| DoorDash, Inc. | 51.4% | 82.9% |
| Earnings | FCF / Book | |
|---|---|---|
| Lumentum Holdings Inc. | $-8.31 | $0.36 |
| US Bancorp De | $8.70 | $71.83 |
| General Dynamics Corp | $4.51 | $6.44 |
| DoorDash, Inc. | $1.00 | $3.08 |