Every constituent, scored 0–10 on Downside Risk (lower = safer), Growth Quality, and Exponential Potential, with price, YTD, a base-case fair value (and its bear–bull range), and a one-line take. Click a ticker for the full interactive report. ← research hub
◆ Accumulation band for XLC itself: roughly $102–$110 — the index is richly priced, so dollar-cost-averaging on dips toward the 50/200-day average (near $115) beats chasing new highs.
XLC (market-cap-weighted) vs RSPC (equal-weight), both rebased to 100 a year ago. When the cap-weighted line pulls ahead, the biggest names are carrying the index. Past year: XLC +2% vs RSPC -5% — a +7 pt spread, so a few mega-caps are carrying the index — concentration is ELEVATED.
How many of the 8 names are actually participating — a check on whether the index is broad-based or driven by a handful of mega-caps. Right now breadth looks narrow — mega-cap-driven.
| Name | Verdict | Risk | Growth | Exp | Price | YTD | Fair value (range) | Entry zone | One-line take |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | Buy — Tactical | 4 | 9 | 6 | $360 | +15.0% | $445 ($250–$600) | $316–$360 | Alphabet is the unusual megacap where the fundamentals (FY25 revenue +15% to $403B, 60% gross margin, $132B net income, 39% ROE) *and* a broad AI-literate expert panel point the same way, *and* the stock trades at only ~27× trailing / ~25× forward — cheaper than the S&P on a growth-adjusted (PEG… |
| GOOG Alphabet Inc. | Buy — Tactical | 4 | 8 | 4 | $356 | +13.5% | $400 ($265–$490) | $316–$356 | Alphabet is a cash machine (FY25 revenue $403B +15%, net income $132B, 60% gross margin, $164.7B operating cash flow) whose Search franchise funds two credible next legs — Google Cloud (+36%) and the Gemini AI stack — and whose stock trades at a defensible ~25× forward earnings; we own it as a core… |
| META Meta Platforms, Inc. | Watch | 4 | 9 | 6 | $583 | -11.7% | $700 ($430–$960) | — | A rare setup — a megacap whose fundamentals *accelerated* (FY25 revenue +22% to $201B, 82% gross margin, $60B net income) while the *stock fell 19%*, leaving it at ~18× forward earnings; the whole call is a bet that Meta's enormous AI capex converts into ad and agent revenue faster than it converts… |
| TKO TKO Group Holdings, Inc. | Watch | 5 | 8 | 5 | — | -7.0% | $215 ($150–$265) | — | TKO owns two irreplaceable live-sports monopolies (UFC and WWE) plus IMG/On Location, throws off a ~12% free-cash-flow yield, and sits on structurally AI-proof "scarce live experience" IP — but the stock already prices ~40× forward earnings for a business that, post-WWE-merger, is a mid-teens… |
| NFLX Netflix, Inc. | Watch | 5 | 7 | 4 | $78 | -17.2% | $100 ($59–$134) | — | Netflix has won the streaming wars — record engagement, a two-sided ad business scaling toward ~$3B in 2026, 49% gross margins and a 49% ROE — but the stock has fallen 40% in a year as revenue growth decelerates from mid-teens toward high-single-digits; the drawdown has handed patient buyers a… |
| DASH DoorDash, Inc. | Hold | 7 | 8 | 7 | $192 | -15.2% | $205 ($120–$320) | — | DoorDash has quietly crossed into durable profitability — FY25 revenue +28% to $13.7B, first full-year GAAP profit ($935M), $2.2B free cash flow, net cash — and volumes are still *accelerating* (orders +27% YoY, GOV +37%). The problem is price: at 89× trailing / 76× FY26E earnings with an 81 RSI… |
| TMUS T-Mobile US, Inc. | Hold | 6 | 7 | 3 | $178 | -12.6% | $215 ($150–$265) | — | T-Mobile is a cash-gushing wireless leader (FY25 revenue $88.3B, EBITDA $31.3B, FCF $18.0B) whose stock has fallen ~31% from its 2025 peak to 18.8× trailing / 17× forward earnings — a rare "quality on sale" setup where the Street sees +42% upside, but the debt load (4.1× net-debt/EBITDA) and a… |
| LYV Live Nation Entertainment, Inc. | Hold | 6 | 6 | 4 | — | +30.9% | $185 ($123–$225) | — | Live Nation is the structurally dominant global live-entertainment flywheel — Concerts + Ticketmaster + Sponsorship — with a record deferred-revenue backlog and genuine double-digit adjusted-operating-income growth, but at ~$187 the stock sits right on its 52-week high, at Street's own price… |
| NWS News Corporation | Hold | 4 | 5 | 3 | — | +1.8% | $33 ($23–$42) | — | News Corp is a cheap-on-cash-flow (EV/EBITDA 11.7×) collection of a few genuinely good digital businesses — Dow Jones (WSJ/Barron's/Factiva), REA Group (Australian real estate), and Realtor.com — bolted to slow-declining legacy print and book publishing, wrapped in a dual-class structure the… |
| NWSA News Corporation | Hold | 4 | 5 | 3 | — | +2.0% | $29 ($20–$35) | — | News Corp is a genuine sum-of-the-parts story — a crown-jewel Digital Real Estate stake (REA Group) and a growing, high-margin Dow Jones (Wall Street Journal, Barron's, professional data) bolted to a shrinking, low-multiple print/News Media business — trading at roughly fair value near the Street… |
| DIS The Walt Disney Company | Hold | 5 | 5 | 3 | — | -12.6% | $118 ($78–$150) | — | Disney is a cheap ($99, ~15× trailing, ~13× FY27E) turnaround where an irreplaceable IP flywheel and a genuinely high-return Experiences (parks/cruises) business are being masked by the melting linear-TV franchise and a wounded chart (−20% off the high, −19% over 12 months vs SPY +21%) — a Tactical… |
| FOX Fox Corporation | Hold | 3 | 4 | 2 | — | -22.1% | $62 ($44–$80) | — | FOX is a genuinely cheap, cash-generative, low-leverage media operator (FY25 revenue $16.3B, ~$3B FCF, net-debt/EBITDA <1×) whose FOX News/FOX Sports live-programming franchise is more defensible than most legacy TV — but the top line barely grows (~2% forward CAGR), the moat is under secular… |
| FOXA Fox Corporation | Hold | 4 | 4 | 2 | — | -22.7% | $63 ($40–$82) | — | Fox is a cheap (13× earnings), debt-light, cash-generative collection of politically and sports-driven live-TV assets (FOX News, the FOX broadcast network, the NFL, Tubi) that the market prices for slow decline — a reasonable value/income holding, but with low growth, a shrinking pay-TV base, and… |
| OMC Omnicom Group Inc. | Hold | 6 | 4 | 3 | — | -2.6% | $89 ($60–$108) | — | Omnicom just doubled its size by absorbing rival Interpublic (IPG, closed Nov 26 2025), and the combined entity is genuinely cheap (~8× EV/EBITDA, ~13% FCF yield, near-4% dividend) with real synergy upside — but organic growth is only ~3.9%, the balance sheet took on meaningful merger debt, and the… |
| CHTR Charter Communications, Inc. | Hold | 7 | 4 | 3 | — | -34.3% | $185 ($95–$300) | — | A hated, heavily levered cable operator trading at ~3.6× earnings and a ~21% free-cash-flow yield, where the entire return case is the company buying back a collapsing share count faster than the business erodes — genuinely cheap, but cheap for real reasons (flat revenue, shrinking broadband subs… |
| VZ Verizon Communications Inc. | Hold | 4 | 3 | 1 | — | +4.5% | $50 ($40–$60) | — | Verizon is a cheap, heavily-indebted, slow-growth cash machine: FY25 revenue $138.2B grew ~2.5%, it throws off ~$20B of free cash flow and pays a 6.5% dividend, and management's own 2026 guidance points to a modest 5–6% adjusted-EPS turnaround — a legitimate income/bond-proxy holding, but with no… |
| CMCSA Comcast Corporation | Hold | 5 | 3 | 2 | $24 | -15.0% | $30 ($21–$40) | — | Comcast is a cash-gushing, cheap (6.8× forward EPS, 5.5% yield, ~24% FCF yield) but structurally challenged cable-and-media conglomerate whose core broadband business is losing subscribers to fixed-wireless and fiber — the low multiple is *earned*, not a mispricing, so this is a Watch: own it for… |
| T AT&T Inc. | Hold | 6 | 3 | 2 | — | -17.2% | $24 ($15–$31) | — | AT&T is a cheap, high-yield, low-beta telecom that has finished shedding its media misadventure and is now a focused connectivity company converging fiber + 5G — but it is a no-growth utility with a heavy debt load, so the appeal is income and a modest re-rating, not compounding. With zero expert… |
| PSKY Paramount Skydance Corporation | Hold | 8 | 3 | 3 | — | -22.5% | $10 ($5–$15) | — | Paramount Skydance is a levered media turnaround — flat ~$29–30B revenue, a secular linear-TV decline being partly offset by a streaming (Paramount+/Pluto) ramp and a real $3B+ cost-out program — but the stock is dominated by one binary: the pending, debt-heavy Warner Bros. Discovery acquisition.… |
| WBD Warner Bros. Discovery, Inc. | Avoid | 8 | 3 | 3 | $26 | -8.1% | $28 ($16–$38) | — | WBD is a heavily indebted, restructuring media conglomerate whose revenue is *declining* (FY25 $37.3B, −5%) and whose GAAP earnings are consensus-negative through 2030 — but it trades at a genuinely cheap ~7.5× EV/EBITDA and generates ~$3B of free cash flow, so the entire bull case is the 2026… |