“Buy” - “Sell” 6-year average, %/year (annualized from 3-month gains): | +10.7% |
These are annualized average 3-month performance results for annual and quarterly financial statements dates falling into a particular calendar year. The performance for the last in the calendar year statement is actually measured in the following year, but is “drawn back” for inclusion into the calendar year under consideration.
The valuation model performance presented on the chart consists of two lines. The green line shows the actual average performance in different years of all stocks in the stock index that were rated by our valuation model (called “Intrinsic value” in the stock table below) as “buy” and “strong buy”. The red line - those rated as “sell” and “strong sell”.
Such performance would be reflective of the performance of two portfolios: one including only “buy” stocks in the index, and another consisting only of sell stocks, with investment decisions taken upon publishing of financial statements for each individual stock in the index.
Though these performances are actual, they are the product of backtesting. That means that if we tweak our stock valuation model, the past performance also changes. The benefit of this is that you always see actual part performance of the current version of the stock valuation model.
Ticker | Company Name | Stock price, $ | Up/down potential, % | ||
---|---|---|---|---|---|
Intrinsic value | Graham -Dodd | Graham formula | |||
AFL | Aflac Incorporated | 49.85 | -32 | 36 | 69 |
AIG | American International Gr | 45.43 | 45 | 127 | -94 |
AIZ | Assurant, Inc. | 128.13 | -84 | -55 | 16 |
AJG | Arthur J. Gallagher & Co. | 123.79 | premium content | ||
ALL | The Allstate Corporation | 108.36 | premium content | ||
AMP | Ameriprise Financial, Inc | 232.10 | premium content | ||
AON | Aon plc | 233.70 | premium content | ||
AXP | American Express Company | 0.00 | n/a | n/a | n/a |
BAC | Bank of America Corporati | 36.38 | premium content | ||
BEN | Franklin Resources, Inc. | 27.93 | premium content | ||
BK | The Bank of New York Mell | 44.26 | premium content | ||
BLK | BlackRock, Inc. | 712.10 | premium content | ||
BRK.B | Berkshire Hathaway Inc. | 248.45 | premium content | ||
C | Citigroup Inc. | 68.60 | premium content | ||
CB | Chubb Limited | 170.66 | premium content | ||
CBOE | CBOE Global Markets Inc | 0.00 | n/a | n/a | n/a |
CFG | Citizens Financial Group, | 46.38 | premium content | ||
CINF | Cincinnati Financial Corp | 100.89 | premium content | ||
CMA | Comerica Inc | 0.00 | n/a | n/a | n/a |
CME | CME Group Inc. | 200.70 | premium content | ||
COF | Capital One Financial Cor | 124.48 | premium content | ||
DFS | Discover Financial Servic | 97.96 | premium content | ||
ETFC | E*Trade Finl Corp | 0.00 | n/a | n/a | n/a |
FITB | Fifth Third Bancorp | 36.25 | premium content | ||
FRC | First Republic Bank | 178.23 | premium content | ||
GL | Globe Life Inc. | 98.32 | premium content | ||
GS | The Goldman Sachs Group, | 330.64 | premium content | ||
HBAN | Huntington Bancshares Inc | 16.22 | premium content | ||
HIG | The Hartford Financial Se | 53.15 | premium content | ||
ICE | Intercontinental Exchange | 111.46 | premium content | ||
IVZ | Invesco Ltd. | 23.26 | premium content | ||
JPM | JPMorgan Chase & Co. | 153.26 | premium content | ||
KEY | KeyCorp | 21.54 | premium content |
Ticker | Company Name | Stock price, $ | Up/down potential, % | ||
---|---|---|---|---|---|
Intrinsic value | Graham -Dodd | Graham formula | |||
L | Loews Corporation | 50.38 | 23 | 82 | 54 |
LNC | Lincoln National Corporat | 59.40 | 30 | 104 | 189 |
MCO | Moody's Corporation | 278.55 | -65 | -91 | 8 |
MET | MetLife, Inc. | 59.56 | premium content | ||
MKTX | MarketAxess Holdings Inc. | 545.46 | premium content | ||
MMC | Marsh & McLennan Companie | 119.02 | premium content | ||
MS | Morgan Stanley | 79.88 | premium content | ||
MSCI | MSCI Inc | 417.23 | premium content | ||
MTB | M&T Bank Corporation | 162.13 | premium content | ||
NDAQ | Nasdaq, Inc. | 141.99 | premium content | ||
NTRS | Northern Trust Corporatio | 100.27 | premium content | ||
PBCT | People's United Financial | 19.14 | premium content | ||
PFG | Principal Financial Group | 60.45 | premium content | ||
PGR | The Progressive Corporati | 87.74 | premium content | ||
PNC | The PNC Financial Service | 178.48 | premium content | ||
PRU | Prudential Financial, Inc | 89.91 | premium content | ||
RE | Everest Re Group, Ltd. | 244.72 | premium content | ||
RF | Regions Financial Corpora | 22.21 | premium content | ||
RJF | Raymond James Financial, | 122.65 | n/a | n/a | n/a |
SCHW | The Charles Schwab Corpor | 64.44 | premium content | ||
SIVB | SVB Financial Group | 540.13 | premium content | ||
SPGI | S&P Global Inc. | 331.79 | premium content | ||
STT | State Street Corporation | 76.82 | premium content | ||
SYF | Synchrony Financial | 40.22 | premium content | ||
TFC | Truist Financial Corporat | 60.17 | premium content | ||
TROW | T. Rowe Price Group, Inc. | 166.23 | premium content | ||
TRV | The Travelers Companies, | 150.96 | premium content | ||
UNM | Unum Group | 27.80 | premium content | ||
USB | U.S. Bancorp | 52.81 | premium content | ||
WFC | Wells Fargo & Company | 38.29 | premium content | ||
WLTW | Willis Towers Watson Publ | 225.64 | premium content | ||
WRB | W.R. Berkley Corporation | 71.26 | premium content | ||
ZION | Zions Bancorporation, N.A | 56.78 | premium content |