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MarketGrader - Global Indexes Report Card: Q1 2024

MarketGrader - Global Indexes Report Card: Q1 2024
MarketGrader Equity Ratings Overview

MarketGrader Ratings Overview

MarketGrader US Large Cap Value Index


Five Largest Companies
Symbol Name Grade Market Cap Country
GOOGL Alphabet Inc. Class A 77.0 ¤2,027,340 US
JPM JPMorgan Chase & Co. 66.9 ¤552,628 US
WMT Walmart Inc. 52.0 ¤474,319 US
XOM Exxon Mobil Corporation 50.6 ¤457,507 US
ORCL Oracle Corporation 61.1 ¤315,062 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
PAA Plains All American Pipeline, L.P. 55.7 ¤11,869 US
INCY Incyte Corporation 66.5 ¤11,887 US
TAP Molson Coors Beverage Company Class B 57.8 ¤12,139 US
DVA DaVita Inc. 64.7 ¤12,256 US
CPB Campbell Soup Company 46.1 ¤13,573 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
CSCO Cisco Systems, Inc. 59.9 31 US
UNP Union Pacific Corporation 57.0 30 US
CSX CSX Corporation 53.9 26 US
PNC PNC Financial Services Group, Inc. 51.7 25 US
WMT Walmart Inc. 52.0 24 US
AMGN Amgen Inc. 52.0 22 US
GD General Dynamics Corporation 53.6 22 US
JPM JPMorgan Chase & Co. 66.9 22 US
TROW T. Rowe Price Group 59.9 22 US
TXN Texas Instruments Incorporated 53.3 22 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤87,388
Median Market Cap ¤39,723
Avg. 3 Mo. Dollar Vol. ¤432,434,168
Avg. 3 Mo. Trading Vol. 5,038,754
Last Rebalance Date 03/18/2024
Companies Replaced 38
Biggest Sector Increase Health Care
Biggest Sector Decrease Consumer Discretionary

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 14.2
Forward P/E Ratio (12 Mo.) 14.0
Price/Book Ratio 2.8
Avg. Revenue Chg. - 3 Yr 38.8%
Avg. Op. Income Chg. - 3 Yr. 32.7%
Avg. EPS Growth - 3 Yr. 11.2%
Avg. EPS Growth - 1 Yr. 11.2%
Avg. Operating Margin 18.7%
Avg. LT Debt to Total Capital 40.2%
Avg. Return on Equity 20.6%
Dividend Yield 1.9%
Index Average Grade
US Large Cap Value Index 57.66
Country Breakdown
United States Of America 100.0%
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