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Discover our most recent fundamental investing insights.

Procter & Gamble: Low Returns Ahead
Key Takeaways: Procter & Gamble ($PG) is one of the most reliable and diversified consumer goods companies in the world. However, the stock has been flat over the past 3 years and doesn’t seem likely to deliver strong returns anytime soon. Procter & Gamble is one of the best dividend stocks in the world, boa

Johnson & Johnson: A Cheap Entry Point for a Leading Dividend King
Key Takeaways: Johnson & Johnson ($JNJ) is one of the most stable and diversified healthcare companies in the world. The stock is down 12% over the last 3 years, which has led to the stock being fairly cheap today: While Johnson & Johnson isn’t going to make you rich, the company is one of the …

UnitedHealth Group: 30% Upside for America’s Largest Health Insurer
Key Takeaways: UnitedHealth Group (UNH) stock has fallen over 15%, following the unexpected passing of UnitedHealthcare’s CEO, Brian Thompson. This loss has had a significant impact on the company and its leadership. Despite the short-term uncertainty, UnitedHealth appears undervalued today, with analysts estimating

Amazon Stock: 20% Earnings Growth Expected to Fuel Long-Term Returns
Key Takeaways: Amazon (AMZN) has delivered an impressive 28% average annual return over the past decade, driven by its e-commerce dominance and the rapid growth of Amazon Web Services (AWS). Amazon looks slightly undervalued today, with analysts expecting 20% annual earnings growth ahead. That said, the company face

Microsoft’s Double-Digit Growth Could Make It a Big Winner in 2025
Key Takeaways: Microsoft has averaged an impressive 26% annual return over the past decade, driven by its successful transition to cloud computing, the dominance of its Azure platform, and steady growth across its Office 365 and LinkedIn segments. That said, Microsoft faces ongoing challenges in maintaining its clou

Michael Burry and David Tepper Are Betting on Alibaba—Should You?
Key Takeaways: Alibaba stock has fallen over 60% over the past 5 years, reflecting regulatory pressures, slowing growth, and increasing competition in the evolving e-commerce landscape. Nevertheless, Morningstar continues to rate Alibaba as a wide-moat company, citing its dominant position in China’s e-commerce mark

Target Has No Moat—Can Undervaluation Make Up for It?
Key Takeaways: Target stock has fallen over 40% over the past 3 years, reflecting the market’s concerns over its weakening position in the evolving retail landscape and its lack of a competitive moat. Today, the stock looks undervalued. However, the business has struggled to define its unique selling position in an

Priced to Perfection? Walmart Stock 2025 Outlook
Key Takeaways: Walmart’s stock has jumped nearly 75% over the past year, thanks to a big boost in its valuation as the market recognizes Walmart as a leader in the evolving retail landscape. Walmart might look like an interesting company today, but it’s worth understanding that the stock has never been so expensive

No Moat, No Problem? The Risky Case for Intel Stock Today
Key Takeaways: Intel’s stock has dropped nearly 60% just this year, driven by stagnant revenue growth and shrinking earnings. The company is dealing with operational challenges, including supply chain issues and a slower-than-expected turnaround in its manufacturing technology. Intel is also expected to face tougher

Starbucks Stock: A Smart Steal with a Potential 60% Upside
Key Takeaways: Starbucks’ stock is down nearly 20% over the past three years, because even though revenue has grown 20% over this period, earnings have stayed flat. Starbucks faces operational challenges, like labor disputes and strategic hurdles, and Starbucks is expected to face growing competition in China from b

Analysts Think AMD Stock Is Undervalued—Why You Should Too
Key Takeaways: AMD stock is down over 15% since the start of 2022. Now, analysts think the stock is undervalued: Could this be the opportunity investors have been waiting for? What is the 2-Minute Valuation Model? There are 3 core factors that drive a stock’s long-term value: The 2-Minute Valuation Model uses a simp
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