Open data · CC BY 4.0
Open data catalog
Quarterly research1
- Archetype-adjusted P/E across sectors — 2026 Q2
How forward P/E multiples vary by stock archetype across the eleven GICS sectors, with growth-adjusted PEG-style ratios for every bucket. Open dataset; CSV + visualization.
Monthly market reports1
- May 2026 stock-market snapshot
The dominant risk this month is a re-tightening of the yield curve into an already late-cycle earnings cohort. Breadth is narrowing, sector leadership is concentrated in mega-cap technology, and forward-multiple dispersion sits in the top decile of the 10-year distribution. Composite fair value for the S&P 500 ranges 4,820–5,310 against a spot of 5,184. The base case is sideways with a downward bias; the bull case requires a coordinated earnings-revisions inflection that the data does not yet show.
As of 2026-05-097 variables
Interactive tools4
- Valuation dashboard — interactive snapshot
Free interactive valuation dashboard. Forward P/E low / median / high per GICS sector with the headline interquartile spread and a 10-year historical percentile per row. Sector applicability flags annotate financials, REITs, and trough-earnings cyclicals so the table is honest about where P/E does not apply.
As of 2026-05-094 variables - Sector heatmap — interactive snapshot
Free interactive sector rotation heatmap. Cap-weighted total returns across the eleven GICS sectors over 1-month, 3-month, and 12-month windows. Cells tint bull-green or bear-red beyond a 0.5% neutral band so leadership and laggards stand out without prose intervention. Use the heatmap to read the rotation, not as a crystal ball.
As of 2026-05-093 variables - Breadth tracker — interactive snapshot
Free interactive market-breadth tracker. Two breadth dials — percent of index constituents above their 50-day and 200-day moving averages — paired with a per-row table showing the absolute reading, month-over-month delta, and a 10-year historical percentile. Narrowing breadth is the leading-but-noisy indicator a cap-weighted rally is hollow.
As of 2026-05-096 variables - Historical analog explorer — interactive snapshot
Free interactive historical-analog explorer, currently in a building-history state. The tool will publish closest historical macro setups only after the regime-snapshot ledger reaches the minimum 36-snapshot threshold. Until then, no analog match or forward-outcome claim is published.
As of 2026-05-094 variables
Stock screeners15
- Wide-moat compounders — curated stock list
Stocks earning durable returns on capital well above their cost of capital. ROIC at least 15%, gross margin at least 40%, market cap at least $5B.
As of 2026-05-094 variables - Dividend aristocrats — curated stock list
Active dividend aristocrats with at least 25 consecutive years of dividend increases and a payout ratio under 75%.
As of 2026-05-094 variables - Undervalued growth (PEG ≤ 1.5) — curated stock list
Growth-at-a-reasonable-price screen. PEG between 0 and 1.5, trailing 5-year EPS growth at least 12%, ROE at least 10%.
As of 2026-05-094 variables - Profitable small caps — curated stock list
Small-cap stocks ($300M to $2B market cap) with positive net income, ROE at least 12%, and current ratio at least 1.5.
As of 2026-05-094 variables - Low-debt high-ROE compounders — curated stock list
Conservatively financed compounders. Debt-to-equity at or below 0.5, ROE at or above 15%, market cap at or above $1B.
As of 2026-05-094 variables - High free-cash-flow yield — curated stock list
Free-cash-flow yield at least 6%, FCF positive, market cap at least $1B. Capital-returner cohort.
As of 2026-05-094 variables - Deep-value (P/B and P/E filters) — curated stock list
Deep-value cohort. P/B at or below 1.5, P/E at or below 12, debt/equity at or below 1.0, positive earnings.
As of 2026-05-094 variables - High-growth technology — curated stock list
Technology-sector names with revenue growth above 25%, gross margin above 60%, and market cap at least $2B.
As of 2026-05-094 variables - Buyback leaders — curated stock list
Companies with the highest trailing 12-month buyback yield, positive net income, market cap at least $2B.
As of 2026-05-094 variables - Quality + momentum — curated stock list
ROE at least 15%, 12-month price return positive, gross margin at least 35%, market cap at least $5B.
As of 2026-05-094 variables - Low-volatility quality — curated stock list
Beta below 0.85, ROE at least 12%, debt/equity at or below 0.7, market cap at least $5B.
As of 2026-05-094 variables - High-yield with coverage — curated stock list
Dividend yield above 4%, payout ratio under 70%, debt/equity at or below 1.0, positive FCF.
As of 2026-05-094 variables - International leaders (ADRs) — curated stock list
Non-US incorporated leaders trading as ADRs. Market cap at least $10B, positive earnings, ROE at least 12%.
As of 2026-05-094 variables - Quality REITs — curated stock list
REITs with FFO growth positive, P/FFO at or below 18, debt/EBITDA at or below 7, dividend yield above 3%.
As of 2026-05-094 variables - Shareholder-yield leaders — curated stock list
Combined dividend + buyback yield above 7%, positive FCF, debt/equity at or below 1.0, market cap at least $2B.
As of 2026-05-094 variables
Top-25 best-of lists6
- Best wide-moat stocks — top 25 list
Editorial top-25 wide-moat stocks ranked by market cap, filtered for durable returns on capital (ROIC ≥ 15%) and gross margin ≥ 40%. Updated monthly.
As of 2026-05-094 variables - Best dividend aristocrats — top 25 list
Editorial top-25 dividend aristocrats ranked by market cap, filtered for 25+ years of consecutive dividend increases and a payout ratio under 75%. Updated monthly.
As of 2026-05-094 variables - Best undervalued growth stocks — top 25 list
Editorial top-25 undervalued growth stocks: PEG ≤ 1.5, trailing 5Y EPS growth ≥ 12%, market cap ≥ $2B, ROE ≥ 10%. Sorted by market cap, refreshed monthly.
As of 2026-05-094 variables - Best profitable small-cap stocks — top 25 list
Editorial top-25 small-cap stocks ($300M–$2B market cap) with positive net income, ROE ≥ 12%, and current ratio ≥ 1.5. Sorted by market cap, refreshed monthly.
As of 2026-05-094 variables - Best low-debt high-ROE stocks — top 25 list
Editorial top-25 conservatively financed compounders: debt/equity ≤ 0.5, ROE ≥ 15%, market cap ≥ $1B. Sorted by market cap, refreshed monthly.
As of 2026-05-094 variables - Best high free-cash-flow yield stocks — top 25 list
Editorial top-25 free-cash-flow yield names: FCF yield ≥ 6%, market cap ≥ $1B, positive FCF. Sorted by market cap, refreshed monthly.
As of 2026-05-094 variables