Build your edge from fundamentals.
Track revenue, EPS, margins, and cash flow. Score every stock with Rule of 40 and composite signals, quarter by quarter.
66 stocks tracked
Ordered by market cap, largest first — not by Rule of 40 score.
NVDA
NVIDIA Corporation
R401452026 Q2
$4.91T
$200.75
AAPL
Apple Inc.
R40462026 Q2
$4.58T
$308.91
GOOGL
Alphabet Inc.
R40192026 Q2
$4.36T
$356.13
MSFT
Microsoft Corporation
R40372026 Q1
$3.47T
$464.72
AMZN
Amazon.com, Inc.
R40142025 Q3
$2.94T
$271.58
AVGO
Broadcom Inc.
R40942026 Q2
$1.83T
$389.28
META
Meta Platforms, Inc.
R40312026 Q2
$1.43T
$556.71
SPCX
Space Exploration Technologies Corp.
R400
$1.42T
$108.37
BRK-B
Berkshire Hathaway Inc. Class B
R40102026 Q1
$1.10T
$511.54
TSLA
Tesla, Inc.
R40222026 Q1
$1.10T
$311.21
LLY
Eli Lilly and Company
R40712026 Q1
$1.03T
$1,148.84
JPM
JPMorgan Chase & Co.
R40222025 Q4
$973.61B
$351.79
MU
Micron Technology, Inc.
R402192026 Q2
$936.61B
$823.03
WMT
Walmart Inc.
R4062027 Q1
$890.82B
$111.20
AMD
Advanced Micro Devices, Inc.
R40632026 Q1
$778.98B
$476.15
V
Visa Inc.
R40402026 Q1
$699.31B
$366.13
XOM
Exxon Mobil Corporation
R4022025 Q3
$686.89B
$155.44
JNJ
Johnson & Johnson
R40162026 Q1
$622.57B
$256.35
MA
Mastercard Incorporated
R40522026 Q2
$511.78B
$573.10
BAC
Bank of America Corporation
R401452026 Q1
$472.50B
$61.95
CSCO
Cisco Systems, Inc.
R4033FY2026 Q3
$458.16B
$115.99
ABBV
AbbVie Inc.
R40362026 Q1
$444.67B
$250.94
COST
Costco Wholesale Corporation
R40142026 Q3
$423.13B
$951.89
INTC
Intel Corporation
R40-122026 Q1
$408.61B
$90.20
CVX
Chevron Corporation
R40782026 Q2
$388.74B
$196.83
ORCL
Oracle Corporation
R40112026 Q4
$379.48B
$129.87
KO
The Coca-Cola Company
R40452026 Q2
$378.39B
$87.59
UNH
UnitedHealth Group Incorporated
R4092026 Q1
$376.28B
$414.40
PG
The Procter & Gamble Company
R40222026 Q1
$350.24B
$144.49
MS
Morgan Stanley
R40-212026 Q1
$334.57B
$210.42
HD
The Home Depot, Inc.
R40172026 Q2
$330.30B
$331.96
GS
The Goldman Sachs Group, Inc.
R4022025 Q4
$320.79B
$1,018.38
PLTR
Palantir Technologies Inc.
R40992024 Q4
$316.39B
$123.06
NFLX
Netflix, Inc.
R40262026 Q2
$311.50B
$71.71
DELL
Dell Technologies Inc.
R4095FY2027 Q1
$265.11B
$405.37
PANW
Palo Alto Networks, Inc.
R40572026 Q3
$235.27B
$331.83
CRWD
CrowdStrike Holdings, Inc.
R40592027 Q1
$196.59B
$190.86
SNDK
Sandisk Corporation
R400
$190.46B
$1,214.83
SCHW
The Charles Schwab Corporation
R401272026 Q1
$184.17B
$105.24
CRM
Salesforce, Inc.
R40722026 Q2
$175.19B
$184.02
MRVL
Marvell Technology, Inc.
R4048FY2027 Q1
$168.43B
$187.56
QCOM
QUALCOMM Incorporated
R40152026 Q2
$159.27B
$147.61
SHOP
Shopify Inc.
R40492026 Q1
$151.12B
$117.15
UBER
Uber Technologies, Inc.
R40322026 Q1
$145.72B
$70.36
NOW
ServiceNow, Inc.
R40632026 Q1
$116.42B
$111.23
DDOG
Datadog, Inc.
R40642026 Q1
$99.68B
$267.97
VRT
Vertiv Holdings Co
R40552026 Q1
$94.44B
$241.57
DASH
DoorDash, Inc.
R40462026 Q1
$86.67B
$196.16
HOOD
Robinhood Markets Inc.
R40852026 Q2
$77.83B
$86.56
OXY
Occidental Petroleum Corporation
R40-162026 Q1
$57.77B
$57.07
PYPL
PayPal Holdings, Inc.
R40182026 Q1
$55.38B
$57.21
NBIS
Nebius Group N.V.
R400
$53.51B
$190.41
XYZ
Block, Inc.
R40202026 Q1
$47.77B
$81.24
COIN
Coinbase Global, Inc.
R40-182026 Q1
$42.70B
$146.26
CRWV
CoreWeave, Inc.
R40-1152026 Q1
$35.73B
$71.77
AFRM
Affirm Holdings, Inc.
R40682026 Q1
$24.98B
$71.51
SOFI
SoFi Technologies, Inc.
R40-1742026 Q1
$21.06B
$16.31
AMCR
Amcor plc
R40812026 Q3
$20.82B
$44.88
SMCI
Super Micro Computer, Inc.
R4057FY2026 Q3
$18.37B
$28.40
GRAB
Grab Holdings Limited
R40162026 Q1
$14.31B
$3.50
CVNA
Carvana Co.
R40612026 Q1
$13.66B
$62.36
U
Unity Software Inc.
R40302026 Q1
$13.35B
$31.71
IREN
Iris Energy Limited
R40-8842026 Q1
$10.97B
$36.80
HIMS
Hims & Hers Health, Inc.
R40142026 Q1
$6.32B
$27.77
LMND
Lemonade, Inc.
R40772026 Q2
$3.58B
$48.31
UPST
Upstart Holdings, Inc.
R4002026 Q1
$3.01B
$27.44
Latest
Coinbase's Revenue Has Fallen 40% in Five Quarters. Our Last Piece Led With the Mix.
Coinbase booked $1,220M in the June 2026 quarter against $2,034M in March 2025 — down 40.0%, and 46.3% below the December 2024 peak. Three consecutive quarters of year-over-year decline. Our July piece led on bitcoin falling to 12% of revenue, which is true and is a share of a base that has nearly halved.
Costco's Fourth Quarter Is Sixteen Weeks Long. That Is Why Its Revenue Appears to Jump 36% Every Summer.
Three of Costco's quarters run twelve weeks and the fourth runs sixteen. Per week of trading, the 36.3% jump in its last reported quarter is 2.2%.
In February We Named Three Companies That Would Answer the AI Demand Question. Salesforce Is the One We Never Wrote.
Salesforce's revenue growth bottomed at 7.6% and has re-accelerated to 13.3%, its fastest in thirteen quarters, with trailing free cash flow of $14.66B on $42.83B of revenue. Our own Rule of 40 score for the company moved 56 points over those same four quarters and is the worst available place to read any of it — the trailing figure moved five.
Earnings calendar
Indicators dictionary
Rule of 40
A benchmark for software and high-growth companies that combines revenue growth with profitability. A score of 40 or above is considered healthy.
Free Cash Flow
The cash a company generates after accounting for capital expenditures. The real money left over to pay dividends, buy back shares, reduce debt, or reinvest.
FCF Margin
Free cash flow as a percentage of revenue. Measures how efficiently a company converts sales into actual cash.