| #1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | |
|---|---|---|---|---|---|---|---|---|
| Remove Agilent Technol... | Jul 26 | Apr 26 | Jan 26 | Oct 25 | Jul 25 | Apr 25 | Jan 25 | Oct 24 |
| Remove Wells Fargo & C... | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove Atlassian Corp | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove Datadog, Inc. | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove Accenture plc | May 26 | Feb 26 | Nov 25 | Aug 25 | May 25 | Feb 25 | Nov 24 | Aug 24 |
| Remove Ciena Corp | Aug 26 | May 26 | Jan 26 | Nov 25 | Aug 25 | May 25 | Feb 25 | Nov 24 |
| Remove Keurig Dr Peppe... | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| Remove Emerson Electri... | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | Mar 25 | Dec 24 | Sep 24 |
| #1 | #2 | #3 | #4 | |
|---|---|---|---|---|
| Agilent Technologies... (ROIC) | 16.2% | 16.3% | 16.3% | 16.6% |
| Wells Fargo & Company (ROE) | 12.2% | 11.7% | 11.5% | 11.0% |
| Atlassian Corp (ROE/ROA) | 14.9% | 11.0% | 11.9% | 11.2% |
| Datadog, Inc. (ROE/ROA) | 31.6% | 32.2% | 31.9% | 34.4% |
| Accenture plc (ROIC) | 30.7% | 30.4% | 30.7% | 33.0% |
| Ciena Corp (ROIC) | 14.2% | 10.6% | 6.3% | 4.3% |
| Keurig Dr Pepper Inc. (ROIC) | 5.2% | 5.7% | 6.3% | 5.8% |
| Emerson Electric Co (ROE/ROA) | 55.5% | 55.0% | 53.2% | 50.2% |
| #1 | #2 | #3 | #4 | |
|---|---|---|---|---|
| Agilent Technologies... | 8.1% | 2.0% | -2.9% | -0.6% |
| Wells Fargo & Company | 7.5% | 5.8% | 4.2% | 6.3% |
| Atlassian Corp | 12.6% | 7.3% | 9.5% | 15.8% |
| Datadog, Inc. | 28.5% | 24.9% | 24.1% | 23.2% |
| Accenture plc | 11.4% | 13.5% | 13.0% | 13.5% |
| Ciena Corp | 31.3% | 49.7% | 52.0% | 28.9% |
| Keurig Dr Pepper Inc. | 23.6% | 0.4% | 0.6% | 13.8% |
| Emerson Electric Co | 11.3% | 6.8% | -5.9% | -1.1% |
| #1 | #2 | #3 | #4 | #5 | |
|---|---|---|---|---|---|
| Agilent Technologies... | 56% | 70% | 80% | 73% | 80% |
| Wells Fargo & Company | 101% | 109% | 113% | 111% | 99% |
| Atlassian Corp | |||||
| Datadog, Inc. | 0% | 0% | 0% | 0% | 0% |
| Accenture plc | 117% | 122% | 120% | 108% | 108% |
| Ciena Corp | 77% | 90% | 160% | 247% | 229% |
| Keurig Dr Pepper Inc. | 85% | 72% | 86% | 93% | 95% |
| Emerson Electric Co | 88% | 85% | 82% | 97% | 94% |
| Balance | Stability | |
|---|---|---|
| Agilent Technologies... | 52.5% | 85.3% |
| Wells Fargo & Company | 8.3% | 95.4% |
| Atlassian Corp | 19.0% | 81.2% |
| Datadog, Inc. | 56.9% | 88.0% |
| Accenture plc | 47.0% | 88.3% |
| Ciena Corp | 41.6% | 82.3% |
| Keurig Dr Pepper Inc. | 34.4% | 85.2% |
| Emerson Electric Co | 47.8% | 81.1% |
| Earnings | FCF / Book | |
|---|---|---|
| Agilent Technologies... | $3.27 | $2.87 |
| Wells Fargo & Company | $8.75 | $69.75 |
| Atlassian Corp | $-0.11 | $2.71 |
| Datadog, Inc. | $0.21 | $1.39 |
| Accenture plc | $6.69 | $10.80 |
| Ciena Corp | $1.32 | $1.65 |
| Keurig Dr Pepper Inc. | $3.34 | $4.61 |
| Emerson Electric Co | $3.14 | $4.21 |