Have you ever wondered which company is the most profitable in your portfolio? The team at Carbon Finance have made a lovely image showing the net profits for the Magnificent 7 over a trailing twelve month period.
I was a little surprised to see Alphabet on top of that list when you consider that its market cap is only the 5th biggest out of the seven. Apple is nearly twice its size. Here is the current top 5 by market capitalization:
Apple - $3.632 trillion
Nvidia - $3.048 trillion
Microsoft - $2.951 trillion
Amazon - $2.249 trillion
Alphabet - $2.087 trillion
Meta - $1.65 trillion
Tesla - $890 billion
In terms of valuations Alphabet and Meta are definitely looking the most attractive at current levels. Of course there are other things to consider. If you factor in Nvidia's projected 50% earnings growth over the next 12 months that stock also looks attractive.