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Stock Analysis
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Stock AnalysisWith a Track Record.
We score every US stock, estimate fair value, and explain the risks and opportunities behind each company.
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See how fundamentals compare to industry and sector competitors
Financial Strength
| Metric | Compared to Sectorvs Sector |
|---|---|
| Gross Margin: 67.6% | High (top 70%) |
| Operating Margin: 46.8% | Very High (top 98%) |
| Net Margin: 39.3% | Very High (top 96%) |
| ROE: 33.1% | High (top 74%) |
| ROA: 19.2% | Very High (top 87%) |
| ROIC: 29.0% | High (top 75%) |
| Free Cash Flow (TTM): 72.9 billion | Very High (top 100%) |
| Debt to Equity: 0.14 | Low (bottom 37%) |
| Book Value / Share: 55.80 | Very High (top 94%) |
| Financial Strength Score: 9.4 | Very High (top 96%) |
Avoid misleading earnings with AI normalized results for each stock.
Earnings Audit
DAISY Summary
DAISY Explanation
- +OpenAI investment impact+0.41
- -OpenAI investment impact-1.02
Quarterly EPS Breakdown
| Quarter | Period End | GAAP | Adj Diluted | Adj Basic | DAISY |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | 4.27 | - | - | 4.27 |
| Q4 2025 | Dec 31, 2025 | 5.16 | - | - | 4.14 |
| Q3 2025 | Sep 30, 2025 | 3.72 | - | - | 4.13 |
| Q2 2025 | Jun 30, 2025 | 3.65 | - | - | 3.65 |
| TTM | 16.8 | 16.8 | - | 16.19 |
What is the PEG Ratio?
The PEG ratio combines price-to-earnings with expected earnings growth to assess value.
Formula: P/E Ratio divided by expected annual earnings growth %
Understand the wider industry growth with AI analysis and growth expectations.
Industry Outlook
Global dealmaking is running at its strongest pace since 2021, and spending on AI infrastructure, cloud migration, and automation remains a key support despite tighter scrutiny on software bills.
Macro Environment
MixedThe macro setup is supportive but not clean. AI infrastructure spending, cloud migration, and new U.S. capital-spending incentives are helping demand stay firm. At the same time, Middle East supply shocks have lifted inflation risk, and higher power, data-center, and financing costs make buyers more careful about new commitments.
Competitive Dynamics
ExpandingCompetition is expanding as AI lowers the cost of building new software tools and makes it easier for customers to test alternatives. Large platforms still have advantages because they control customer relationships, developer ecosystems, and cloud distribution. Margins should improve for scaled vendors, but smaller entrants may need to spend heavily on sales, compute, and product development to stay relevant.
Growth Outlook
ExpandingThe industry is still expanding because companies need better data systems, stronger security, and AI features that plug into daily work. Growth is broadest where software helps customers save labor, protect systems, or run cloud workloads more efficiently. The weak spot is budget fatigue, because customers are actively looking for unused seats, overlapping tools, and cloud capacity they can cut.
Key Near-Term Risks
ElevatedThe first risk is that AI projects do not deliver clear savings or revenue fast enough, causing customers to slow deployments. The second is cloud cost control, because customers can cut unused capacity, delay migrations, or renegotiate contracts when bills rise faster than budgets. The third is a major cyberattack or tougher data-location rule that forces slower rollouts in regulated industries.
AI-generated content may be wrong; please perform your own research
Updated Jul 5, 2026See whether the stock fits the investing rules and filters you care about.
Strategy Match
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“Distills a lot of information into a simple framework focussed on what works. Simple is not simplistic - there are the AI enhancements that really add value. The constant upgrades are based on actual feedback that is open for all to see as well. I was an early user and have been so impressed by the constant improvements that I bought subscriptions for my two kids.”
“I have been investing for a long time. What first drew me to HelloStocks was the videos. They are very analytical and make sense to me. The platform greatly expands on that. The product is easy to set up and use and the layout is super easy to follow. But the best part is the information provided. It is summarized with color coding to quickly allow you to review any stock in really a matter of minutes. I have only been using the platform for a short time now, but I have been super impressed and the continual updates and the expanded use of AI throughout the platform. For me, this has greatly reduced the time it takes to analyze stocks, and the information is greatly enhanced from the prior tools that I have used. This is really revolutionary!”
“Distills a lot of information into a simple framework focussed on what works. Simple is not simplistic - there are the AI enhancements that really add value. The constant upgrades are based on actual feedback that is open for all to see as well. I was an early user and have been so impressed by the constant improvements that I bought subscriptions for my two kids.”
“For me, your biggest strength is in your simplicity. Your videos get to the heart of the matter. It is so very easy to get distracted from all the noise out there and go down rabbit holes that last forever.”
“I love the stock analysis page, I think it's the best feature and makes a perfect combo with the strategy creator for finding stocks with amazing potential and assessing them. I was really impressed with DAISY, it is consistently useful. The site continues improving faster than one can ever imagine. Kudos to you Charles!”
“I am learning new aspects of investing every week and HelloStocks is helping that journey immensely. The feature where DAISY adjusts earnings for tax events is especially helpful as is the overall score and greed/fear index for industry and sector.”
“I enjoy the watchlist and the ratings for growth, financial strength and sortability. The strategies can quickly get you a pool of stocks meeting your criteria and you are alerted when stocks fall in or out. The app is clean and easy to use but powerful. You can quickly get company metrics and then dive deeper into them. And there is an A.I. tool built in. Charles also continues to strengthen this tool, listening to our suggestions, and the customer support is the best around. It is a fun and powerful tool.”
“I was shown this product by a very experienced mentor, who is helping to guide my understanding of trading and the markets. While I am very much at the start of my learning journey, this is a fantastic tool to help analyse the fundamentals of companies and rapidly assists in research, and challenges my critical thinking! The platform is regularly being updated (agile delivery for the win!) means I am always engaged and trying out new functionality. Thank you to Charles for creating something that a newbie like me can use to navigate the complexities of the investing world!”
“I first saw Charles on YouTube - I recommend checking out his videos, search for "HelloStocks". I still watch every new video. Charles explains his methodology in clear detail, and his methods are the basis of this website. I use this site every day and for all my investment decisions. Highly recommended!”
A Note From the Founder

I've worked in data analytics and data engineering for over a decade, and I've been building stock market analysis tools for the last 8 years. HelloStocks started as a tool I built for my own investing, using past data trends which had consistently helped identify better opportunities. Once I began sharing my analysis on YouTube, people asked to use it, so I opened it up and kept building.
If you have questions, email me. I read every one.
Charles
Founder, HelloStocks
What Makes This Different
Built Around a Method,
Not a Pile of Data
Meet DAISY, an AI Analyst With Standards
Every finance app has a chatbot now. DAISY is different: she is trained on our bespoke methodology. She audits reported earnings and adjusts for one-off events like tax events, flags warning signs, researches industry outlooks, and builds strategies from a plain-English description.
- Audits earnings and adjusts for one-off events
- Analyses earnings calls & flags warning signs
- Builds strategies from plain-English descriptions
Find me undervalued tech stocks with strong earnings growth and low debt
I've built a strategy with these filters:
✓ 23 stocks match this strategy
See What a Stock Is Actually Worth
Every stock page opens with DAISY's valuation. She weighs true earnings power, growth potential, quality, financial strength, industry dynamics and warning signs to set a fair value range, then shows you exactly where today's price sits on it.
- Fair value band built on true earnings power
- Today's price plotted from Worryingly Cheap to Expensive
- Quality, risk and business type all priced in
Fair value band $86 to $112
Every Metric, Ranked & Explained
See how any stock compares to its industry peers across 50+ metrics. Color-coded from red to green, labeled Very Low to Very High. Understand any stock at a glance.
- Industry & sector rankings
- Color-coded metric bands
- Historical trend tracking
Market Mood at a Glance
Our proprietary Fear & Greed model scores every industry from 0 to 100. See which sectors are overheated and which are unloved - all in a single heatmap updated daily.
- Proprietary Fear & Greed score per industry
- Color-coded heatmap across all sectors
- Spot rotation and sentiment shifts early
Daily Briefs, Powered by DAISY
Every morning, DAISY combines AI-driven news analysis with market data to give you a concise brief - so you know what matters before the market opens.
- AI-curated market outlook each morning
- Key industry trends with reasoning
- Actionable insights, not just headlines
Markets are showing resilience despite mixed economic signals. Tech continues to lead on strong AI spending, while defensive sectors see rotation as investors hedge against rate uncertainty.
AI capex cycle accelerating. Demand outpacing supply forecasts through 2026.
CRE exposure weighing on sentiment. Watch for Q2 earnings guidance revisions.
GLP-1 pipeline expanding. Sector benefiting from strong clinical trial readouts.
Never Miss Another Opportunity
Set your criteria once - that's it. We scan 5,000+ stocks every single day so you don't have to. When a stock enters or exits your strategy, you get an email. Zero effort on your part.
- Set up once, we do the rest
- Entry & exit alerts straight to your inbox
- You'll never need to manually check again
Start With 14 Days Free
Use the full platform for two weeks. Build a strategy, research stocks, and see if HelloStocks helps you make better investing decisions.
"I love it, our users love it. I'm so confident you'll feel the same way that you can cancel with no charge if you don't"
- Charles, Founder
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AI analysis you won't find anywhere else
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Daily alerts when stocks match your criteria
Avoid costly mistakes
Red flags spotted automatically
Only for July. Start your 14 days free today.
Annual Plan
Save $97 with Annual
Find quality stocks in minutes
Not hours of manual research
Know exactly what you're buying
Every metric scored, ranked & explained
AI analysis you won't find anywhere else
Earnings calls, sector outlooks & stock deep-dives
Never miss an opportunity
Daily alerts when stocks match your criteria
Avoid costly mistakes
Red flags spotted automatically
Only for July. Start your 14 days free today.
Common Questions
What if I'm new to investing?
Perfect. Our strategy templates and AI assistant help you build a system even if you're just getting started.
How is this different from free screeners?
The free screener is for learning. This is for investing. 9x more stocks with AI, earnings auditing, deep analysis & custom strategies.
How does the trial work?
You are not charged for 14 days and if you cancel before then, you pay nothing. You can cancel from your account settings, no hoops, no hassle.
Questions & Answers
Got Questions?
Absolutely. That's exactly why we built strategy templates and the AI strategy builder (DAISY). You can start with our proven templates, ask DAISY to create something for you, or tweak them to match your preferences. You don't need to come in with a strategy - we help you build one.
Still have questions? Email me directly
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