Wealth Engine
Stock Valuation
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Eli Lilly vs Novo Nordisk Stock: Paying Up for Growth
Eli Lilly vs Novo Nordisk stock: after Lilly’s Oct. 29 beat, LLY trades near 39x 2026 EPS vs Novo’s 11.7x. Here is what $10,000…
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Equity Risk Premium: Are Stocks Still Worth It Over Bonds?
The equity risk premium shrank to 0.39 points on Oct. 22: the S&P 500’s 5.35% earnings yield barely tops a 4.96% 10-year Treasury. Here’s…
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Crown Castle vs SBA Communications: The Tower Stock Math
Crown Castle vs SBA Communications after SpaceX’s 80,000-site talks: CCI trades at 18.7x AFFO and yields 4.94%; SBAC is 15.2x with a 41% payout.
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Cleveland-Cliffs vs Steel Dynamics: Debt vs Discipline
Cleveland-Cliffs vs Steel Dynamics after Oct. 19 earnings: CLF trades near 6.4x EBITDA with 3.1x leverage; STLD costs 8.1x with net debt under 1x.
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Humana vs CVS Stock: 95% vs 69% in 4-Star Plans
Humana vs CVS stock after the 2027 star ratings: Humana trades near 48x 2026 earnings, CVS near 10.8x with a 3.1% dividend yield. Here…
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S&P 500 Inclusion Gave Twilio 1%, Not 7.4%
S&P 500 inclusion added about 1% to Twilio while the three biggest index funds had to buy roughly $1.65 billion of stock. The fee…
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Micron vs SanDisk: 7x vs 9.6x After MU’s $54B Quarter
Micron vs SanDisk after MU’s record $54.23B quarter on Sept 30, 2026: 7.0x forward earnings vs 9.6x. The cheaper memory stock, by the numbers.
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Costco vs BJ’s Stock: 44x Earnings, One-Third the Fee Yield
Costco vs BJ’s stock after the Sept 24 Q4 beat: 44.45x vs 20.54x earnings, and $144 vs $458 of membership fee income for every…
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CrowdStrike vs Palo Alto Networks: One Trades at 42x ARR
CrowdStrike vs Palo Alto Networks after the Sept 14 cyber rally: CRWD trades near 41.5x forward revenue, PANW near 21.7x. Full valuation and fee…
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Oracle vs Adobe Stock: Both Beat, Only One Prints Cash
Oracle vs Adobe stock after both beat on Sept 10, 2026: Oracle burned $5.4B of free cash flow while Adobe bought back $2.23B. Full…