Lululemon leads the S&P 500 scorecard: high ROIC at a low Faustmann ratio.
The Dao of Capital: S&P 500 Scorecard: Lululemon moved to the top, ahead of Meta; Lululemon, Cognizant Technology Solutions, PayPal Holdings, PulteGroup, APA, D.R. Horton, First Solar, Universal Health Services, Super Micro Computer, Fox Corp, Accenture, Copart, Deckers Outdoor, Newmont, EOG Resources, Delta Air Lines, Snap-on, CF Industries, Leidos, Solventum, NVR, Align Technology, ConocoPhillips, Nike, Pentair, A.O. Smith, Cigna, Incyte, Intuit, GE HealthCare Technologies, Dollar General, PPG Industries, Edison International, CRH, Constellation Brands, Halliburton, News Corp, Brown-Forman, Walt Disney, Devon Energy, United Airlines, ResMed, Lennar, PTC, Verizon Communications, FedEx, Charter Communications, Jack Henry & Associates, FactSet Research Systems, General Dynamics, Comcast, Honeywell International, Textron, Freeport-McMoRan, United Parcel Service, SLB, Target, Dollar Tree, Expand Energy, Abbott Laboratories, Baker Hughes, Honeywell Aerospace, Carnival, Dover, Fiserv, STERIS, Jacobs Solutions, Ball, T-Mobile US, S&P Global, Elevance Health, Regeneron Pharmaceuticals, TE Connectivity, Kenvue, MGM Resorts International, Salesforce, Northrop Grumman, Cummins, Garmin, EQT, Best Buy, McCormick, Uber Technologies, Insulet, AT&T, Edwards Lifesciences, Vulcan Materials, Church & Dwight, Caseys General Stores, Tractor Supply, Stryker, Boston Scientific, Quest Diagnostics, IDEX, Gen Digital, Regency Centers, Avery Dennison, Allegion, Norfolk Southern, ONEOK, Nucor, Humana, Xylem, Hubbell, Packaging Corp. of America, Ralph Lauren, Vertex Pharmaceuticals, AMETEK, Steel Dynamics, Broadridge Financial Solutions, Huntington Ingalls Industries, Henry Schein, Veeva Systems, CBRE Group, F5, Labcorp, J.B. Hunt, Tyler Technologies, Bristol-Myers Squibb, Adobe, Republic Services, Royal Caribbean Cruises, NXP Semiconductors, Keurig Dr Pepper, VICI Properties, Veralto, Nordson, Marathon Petroleum, Constellation Energy, Wabtec, Ferguson Enterprises, Biogen, Teledyne, Corpay, CDW, Skyworks Solutions, Bio-Techne, Medtronic, Valero Energy, Agilent Technologies, Ulta Beauty, Equifax, Zebra Technologies, Aptiv, Norwegian Cruise Line Holdings, CSX, Martin Marietta Materials, Trimble, IBM, Gilead Sciences, Intuitive Surgical, Parker-Hannifin, United Rentals, PACCAR, Carrier Global, Flex, Old Dominion Freight Line, Roper Technologies, Ingersoll Rand, West Pharmaceutical, Qnity Electronics, Amcor, Emerson Electric, Public Storage, Hershey, EMCOR Group, Zoetis, Host Hotels & Resorts, Mondelez International, Ecolab, Kinder Morgan, Fortive, Qualcomm, Corteva, Kroger, Public Service Enterprise Group, C.H. Robinson Worldwide, Hormel Foods, PepsiCo, Eaton, Union Pacific, Monster Beverage, Expeditors International, NiSource, Federal Realty Investment Trust, Block, L3Harris Technologies, IQVIA, Paychex, Reddit, American Water Works, Atmos Energy, Generac, Deere, Pfizer, Airbnb, Waste Management, Darden Restaurants, Essex Property Trust, Fidelity National Information Services, Danaher, Williams Companies, American Electric Power, eBay, Vivmark Residential, Entergy, Exelon, Eversource Energy, Lennox International, Southern, Johnson Controls International, PPL, Akamai Technologies, Stanley Black & Decker, Cooper Companies, Analog Devices, Trane Technologies, Ross Stores, Keysight Technologies, Workday, TKO Group Holdings, Rollins, Camden Property Trust, ServiceNow, Archer-Daniels-Midland, Williams-Sonoma, CMS Energy, DoorDash, DexCom, WEC Energy Group, DTE Energy, CenterPoint Energy, TJX Companies, Duke Energy, Rockwell Automation, Chipotle Mexican Grill, Estee Lauder, Ameren, Bunge, Pinnacle West Capital, Quanta Services, Coherent, Fastenal, Illumina, Sysco, Evergy, Corning, Becton Dickinson, Autodesk, NRG Energy, Amphenol, Cintas, Vistra, Consolidated Edison, Mid-America Apartment, UDR, Cadence Design Systems, W.W. Grainger, Dominion Energy, FirstEnergy, Zimmer Biomet Holdings, Occidental Petroleum, Las Vegas Sands, Smurfit Westrock, Texas Pacific Land, NextEra Energy, Howmet Aerospace, Waters, PG&E, Extra Space Storage, Alliant Energy, Automatic Data Processing, Sherwin-Williams, Simon Property Group, Sempra, Weyerhaeuser, Mosaic, Prologis, Equinix, Global Payments, Lockheed Martin, Xcel Energy, BXP, Monolithic Power Systems, Southwest Airlines, AES, Marvell Technology, Western Digital, 3M, General Mills, Tyson Foods, Kimco Realty, Phillips 66, Moody's, Carvana, Revvity, CVS Health, Lumentum, Targa Resources, Microchip Technology, Invitation Homes, Healthpeak Properties, Teradyne, Ventas, Jabil, Omnicom Group, Diamondback Energy, Kimberly-Clark, J.M. Smucker, American Tower, Synopsys, Comfort Systems USA, Ciena, Illinois Tool Works, General Motors, Realty Income, Genuine Parts, Welltower, Digital Realty Trust, Expedia Group, DuPont de Nemours, Vertiv Holdings, Warner Bros. Discovery, Everpure, ON Semiconductor, IDEXX Laboratories, NetApp, Charles River Laboratories, CoStar Group, Hewlett Packard Enterprise, Boeing, Motorola Solutions, Tapestry, Axon Enterprise, International Flavors & Fragrances, LyondellBasell Industries, Hasbro, Gartner, KLA, Cencora, Take-Two Interactive Software, Baxter International, AppLovin, Datadog, Air Products & Chemicals, Albemarle, GoDaddy, Alexandria Real Estate Equities, Ford Motor, Dow, Kraft Heinz, Verisk Analytics, Viatris, Seagate Technology Holdings, Bloom Energy, International Paper, Paramount Skydance, Moderna, Live Nation Entertainment, Centene, Clorox, Colgate-Palmolive, EchoStar, CrowdStrike Holdings, Citigroup, American Express, Charles Schwab, BlackRock, McDonald's, Interactive Brokers Group, Blackstone, Fortinet, Chubb, Capital One, Booking Holdings, Progressive, Altria Group, Robinhood Markets, Lowe's Companies, Starbucks, McKesson, Bank of New York Mellon, CME Group, HCA Healthcare, U.S. Bancorp, Marriott International, PNC Financial, KKR, Intercontinental Exchange, Marsh McLennan, Travelers, Apollo Global Management, Hilton Worldwide, O'Reilly Automotive, TransDigm, MetLife, Aon, Arthur J. Gallagher, Truist Financial, Allstate, Aflac, Nasdaq, Coinbase Global, Cardinal Health, State Street, Fifth Third Bancorp, AutoZone, Ameriprise Financial, Prudential Financial, Ares Management, MSCI, American International Group, Yum! Brands, Iron Mountain, The Hartford, Arch Capital Group, M&T Bank, Northern Trust, Huntington Bancshares, Raymond James Financial, Crown Castle, Mettler-Toledo, HP, Cboe Global Markets, Willis Towers Watson, Citizens Financial Group, VeriSign, Otis Worldwide, W.R. Berkley, Cincinnati Financial, Principal Financial Group, Regions Financial, Synchrony Financial, T. Rowe Price Group, KeyCorp, Loews, Brown & Brown, Fair Isaac, SBA Communications, FedEx Freight, Franklin Templeton, Everest Group, Invesco, Masco, Assurant, Globe Life, Erie Indemnity, DaVita, Domino's Pizza, Wynn Resorts entered the list; Berkshire rank moved from 42 to 405; JPMorgan rank moved from 43 to 406; AbbVie rank moved from 44 to 407 (47 other rows changed, 5037 values added).
