TGMCharts Research

Stock research insights

Analyst-style notes grounded in TGMCharts fundamentals, valuation histories, dividend records, chart exhibits, and source-linked claim ledgers.

20

Published notes

16

Covered tickers

149

Chart exhibits

269

Resolved claims

Latest research note

The Bull Case for Adobe (ADBE)

Adobe Inc. screened on a cheap-and-growing divergence: P/OCF is 0.3x its own five-year median while free cash flow has compounded at 12.31%.

Adobe Inc. closed at $203 on June 26, 2026 with a market cap of $80.59B.

P/OCF is 0.3x its own five-year median, at the 1st percentile of its range.

EV/EBITDA is at the 1st percentile and P/S at the 1st percentile of their own five-year ranges.

Five-year revenue CAGR is 12.38% and five-year free-cash-flow CAGR is 12.31%.

Topic
Bull case
Ticker
ADBE
Data as of
2026-06-26
Evidence
8 exhibits / 16 claims
Read time
6 min

Divergence screens

The data commissions every piece

Bull and bear cases written only when a company's robust valuation multiples — P/OCF, EV/EBITDA, P/S — diverge from their own five-year history. Never opinion on demand.

Bull caseADBE6 min read16 claims

The Bull Case for Adobe (ADBE)

Adobe Inc. screened on a cheap-and-growing divergence: P/OCF is 0.3x its own five-year median while free cash flow has compounded at 12.31%.

Bull caseCRM5 min read16 claims

The Bull Case for Salesforce (CRM)

Salesforce, Inc. screened on a cheap-and-growing divergence: P/OCF is 0.3x its own five-year median while free cash flow has compounded at 21.18%.

Bear caseCVX6 min read17 claims

The Bear Case for Chevron (CVX)

Chevron Corporation screened on a expensive-and-slowing divergence: P/OCF is 1.3x its own five-year median while free cash flow has compounded at 39.67%.

Bear caseHON5 min read17 claims

The Bear Case for Honeywell International (HON)

Honeywell International Inc. screened on a expensive-and-slowing divergence: P/OCF is 1.2x its own five-year median while free cash flow has compounded at -4.80%.

Bear caseMRK5 min read17 claims

The Bear Case for Merck & Co. (MRK)

Merck & Co., Inc. screened on a expensive-and-slowing divergence: P/OCF is 1.1x its own five-year median while free cash flow has compounded at 15.69%.

Bull caseNOW6 min read16 claims

The Bull Case for ServiceNow (NOW)

ServiceNow, Inc. screened on a cheap-and-growing divergence: P/OCF is 0.5x its own five-year median while free cash flow has compounded at 24.23%.

Fundamental Checkups

Growth, cash-flow, profitability, balance-sheet, and valuation research notes.

Quarterly Reviews

Recent TTM growth, margins, cash-flow, and valuation context.

Valuation Research

Multiple, fair-value, growth, and margin notes grounded in TGMCharts exhibits.

CVX4 min readData as of 2026-06-267 exhibits11 claims

Is Chevron Corporation (CVX) Fairly Valued?

Chevron Corporation does not get a one-metric verdict. The stock trades at 29.65x trailing earnings and the TGMCharts fair-value model is $175, so the valuation read depends on whether growth and margins support that price.

DIS4 min readData as of 2026-06-267 exhibits11 claims

Is The Walt Disney Company (DIS) Fairly Valued?

The Walt Disney Company does not get a one-metric verdict. The stock trades at 15.78x trailing earnings and the TGMCharts fair-value model is $104, so the valuation read depends on whether growth and margins support that price.

HD4 min readData as of 2026-06-267 exhibits11 claims

Is The Home Depot, Inc. (HD) Fairly Valued?

The Home Depot, Inc. does not get a one-metric verdict. The stock trades at 24.78x trailing earnings and the TGMCharts fair-value model is $298, so the valuation read depends on whether growth and margins support that price.

MCD4 min readData as of 2026-06-267 exhibits11 claims

Is McDonald's Corporation (MCD) Fairly Valued?

McDonald's Corporation does not get a one-metric verdict. The stock trades at 22.24x trailing earnings and the TGMCharts fair-value model is $327, so the valuation read depends on whether growth and margins support that price.

NKE4 min readData as of 2026-06-267 exhibits11 claims

Is NIKE, Inc. (NKE) Fairly Valued?

NIKE, Inc. does not get a one-metric verdict. The stock trades at 26.81x trailing earnings and the TGMCharts fair-value model is $52.98, so the valuation read depends on whether growth and margins support that price.

TMO4 min readData as of 2026-06-267 exhibits11 claims

Is Thermo Fisher Scientific Inc. (TMO) Fairly Valued?

Thermo Fisher Scientific Inc. does not get a one-metric verdict. The stock trades at 28.20x trailing earnings and the TGMCharts fair-value model is $557, so the valuation read depends on whether growth and margins support that price.

Dividend Research

Yield, payout, free-cash-flow, EPS support, and dividend growth notes.