| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = Total Return/Yr since S&P 500 Peak on 10/9/2007 | Risk Aversion = Total Return/Yr during 19% Commodity Correction (7/14-7/16) | Finance Value = Col C + Col D | 5-Yr Total Return/Yr | Div Yield | 4-Yr Div Growth/Yr | 5-Yr Beta | P/E | 30-Yr CAGR (Px only) | Recent Px Trend | Est Loss @ -2SD | 2017 Barron's 500 Rank | 2016 Barron's 500 Rank | LT Debt:Total Assets | Operating Cash Flow Ratio | TBV:Px | Div:FCF | S&P Bond Rating | S&P Stock Rating | Px (50d avg) | Shares BOT | Amount | PV of Expected Cash Flows | Net Present Value | WACC | ROIC | |
2 | Church & Dwight | CHD | 16.8% | 23.1% | 39.9% | 14.6% | 1.5% | 7.9% | 0.39 | 29 | 13.0% | on trendline | 37% | N.R. | N.R. | 15% | 65% | -8% | 35% | BBB+ | A+/L | $51.83 | 96 | $4,975.68 | $7,583.00 | $2,479.74 | 4.5% | 16.8% | |
3 | McCormick | MKC | 12.5% | 24.5% | 37.0% | 12.3% | 1.9% | 8.4% | 0.48 | 26 | 13.3% | on trendline | 36% | N.R. | N.R. | 17% | 46% | -5% | 106% | A- | A+/L | $100.95 | 50 | $5,047.50 | $8,007.84 | $2,830.92 | 5.0% | 15.0% | |
4 | Consolidated Edison | ED | 10.5% | 23.6% | 34.1% | 9.4% | 3.4% | 2.9% | -0.01 | 19 | 10.1% | up 1SD | 23% | 363 | 464 | 31% | 90% | 57% | 25% | A- | B+/L | $81.72 | 61 | $4,984.92 | $6,490.14 | $1,377.40 | 2.6% | 6.0% | |
5 | Becton Dickinson | BDX | 12.1% | 21.1% | 33.3% | 24.2% | 1.5% | 10.2% | 0.98 | 33 | 14.0% | on trendline | 34% | 118 | 178 | 38% | 58% | -13% | 41% | BBB+ | A-/M | $190.68 | 26 | $4,957.68 | $8,225.88 | $3,141.08 | 7.1% | 10.0% | |
6 | General Mills | GIS | 9.3% | 19.8% | 29.1% | 10.1% | 3.7% | 6.6% | 0.54 | 19 | 9.4% | on trendline | 28% | 230 | 218 | 35% | 43% | -29% | 64% | BBB+ | A/L | $56.26 | 89 | $5,007.14 | $6,385.46 | $1,249.93 | 4.9% | 13.8% | |
7 | McDonald's | MCD | 15.2% | 12.8% | 28.0% | 14.8% | 2.4% | 5.1% | 0.8 | 27 | 13.2% | up 1SD | 40% | 234 | 380 | 84% | 175% | -3% | 123% | BBB+ | A/M | $150.79 | 33 | $4,976.07 | $7,970.45 | $2,866.79 | 6.4% | 23.4% | |
8 | Kimberly-Clark | KMB | 10.6% | 16.9% | 27.5% | 12.3% | 3.1% | 5.7% | 0.83 | 21 | 10.2% | on trendline | 35% | 189 | 311 | 44% | 55% | -3% | 66% | A | A-/L | $128.94 | 39 | $5,028.66 | $6,580.72 | $1,423.12 | 6.7% | 32.0% | |
9 | 3M | MMM | 11.7% | 12.9% | 24.6% | 22.2% | 2.2% | 16.6% | 0.95 | 26 | 11.8% | up 1SD | 29% | 201 | 186 | 32% | 107% | 0% | 55% | AA- | A+/L | $205.29 | 24 | $4,926.96 | $7,428.75 | $2,375.46 | 7.5% | 24.9% | |
10 | Air Products & Chemicals | APD | 8.0% | 7.3% | 15.3% | 16.0% | 2.6% | 9.7% | 1.01 | 10 | 10.9% | on trendline | 29% | 291 | 300 | 19% | 82% | 26% | 114% | A | A-/M | $144.33 | 35 | $5,051.55 | $6,967.84 | $1,786.76 | 7.3% | 11.4% | |
11 | WW Grainger | GWW | 7.6% | -3.1% | 4.5% | 0.1% | 3.0% | 8.3% | 0.47 | 18 | 10.6% | down 1SD | 35% | 318 | 277 | 32% | 62% | 7% | 42% | AA- | A/M | $177.66 | 28 | $4,974.48 | $6,762.83 | $1,660.80 | 4.6% | 16.9% | |
12 | Archer Daniels Midland | ADM | 3.5% | 0.3% | 3.8% | 11.8% | 3.1% | 13.9% | 1.05 | 18 | 8.1% | on trendline | 39% | 446 | 352 | 15% | 11% | 56% | 133% | A | B+/M | $41.79 | 120 | $5,014.80 | $6,023.78 | $840.40 | 7.5% | 5.1% | |
13 | Average | n = 11 | 10.7% | 14.5% | 25.2% | 13.4% | 2.6% | 8.7% | 0.68 | 22 | 11.3% | on trendline | 33% | 266 | 296 | 33% | 72% | 8% | 73% | A | A/M | $120.93 | $4,995.04 | $7,129.70 | $2,002.95 | 5.8% | 15.9% | ||
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15 | BENCHMARKS | ||||||||||||||||||||||||||||
16 | Berkshire Hathaway | BRK-B | 8.7% | 6.7% | 15.4% | 15.1% | 0.0% | 0.0% | 0.85 | 19 | 11.8% | on trendline | 55% | 274 | 187 | 16% | 93% | 43% | no dividend | AA | B+/M | $167.40 | 30 | $5,022.00 | $6,309.96 | $1,159.19 | 6.6% | 7.4% | |
17 | iShares 7-10 Year T-Bond | IEF | 5.7% | 6.6% | 12.3% | 1.3% | 1.8% | 2.3% | 0 | NA | 4.5% | down 1SD | 8% | $106.84 | 47 | $5,021.48 | $3,785.13 | -$1,365.11 | |||||||||||
18 | Vanguard 500 Index Fund | SPY | 6.9% | 5.3% | 12.2% | 15.0% | 1.9% | 8.5% | 1 | 26 | 7.2% | on trendline | 41% | $241.84 | 21 | $5,078.64 | $4,978.50 | -$230.36 | |||||||||||
19 | SPDR S&P MidCap 400 | MDY | 7.9% | 3.1% | 11.0% | 14.9% | 1.3% | 10.2% | 1.01 | 21 | 10.2% | on trendline | 31% | $316.60 | 16 | $5,065.60 | $6,007.28 | $811.79 | |||||||||||
20 | Average | n = 4 | 7.3% | 5.4% | 12.7% | 11.6% | 1.3% | 5.3% | 0.72 | 22 | 8.4% | on trendline | 34% | $208.17 | $5,046.93 | $5,270.22 | $93.88 | ||||||||||||
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22 | Consumer Price Index | cpi | 1.9% | 1.2% | |||||||||||||||||||||||||
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24 | Updated 7/16/2017 |