Find stocks worth a closer look. Ratings describe the business and the price against its sector; they aren't advice to buy or sell.
Three stocks we love and one we hate, on one theme at a time, with the reasons in numbers.
Our picksAdobe, Intuit, and Booking sit 31% to 52% below their highs but still grow revenue by double digits and trade at 9 to 12 times free cash flow. Nike, 45% below its high, still isn't cheap.
Our picksGoDaddy, Salesforce and Altria turn a third or more of their revenue into free cash and trade at 8–14 times it. Meta's AI spending cut its free cash flow by 36%.
Our picksMicron, Nvidia and Vertiv grow fast and bring in more cash than they spend. CoreWeave more than doubled its revenue but burned $13.66 billion in a year building data centers.
