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Exxon Mobil Corporation (XOM): Cash generation with lower leverage and margins
Energy

Exxon Mobil Corporation (XOM): Cash generation with lower leverage and margins

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Apple Inc. (AAPL): High cash generation with elevated capital deployment
Technology

Apple Inc. (AAPL): High cash generation with elevated capital deployment

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Amazon.com, Inc. (AMZN): Margin expansion and returns uplift from operating leverage
Consumer Cyclical

Amazon.com, Inc. (AMZN): Margin expansion and returns uplift from operating leverage

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AT&T Inc. (T): Cash-generative network scale with tightening capital structure
Communication Services

AT&T Inc. (T): Cash-generative network scale with tightening capital structure

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Linde plc (LIN): Margin expansion with rising capital intensity and leverage
Basic Materials

Linde plc (LIN): Margin expansion with rising capital intensity and leverage

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The Southern Company (SO): Margin expansion with elevated operating cash conversion
Utilities

The Southern Company (SO): Margin expansion with elevated operating cash conversion

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Mastercard Incorporated (MA): High cash generation with expanding capital productivity profile
Financial Services

Mastercard Incorporated (MA): High cash generation with expanding capital productivity profile

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Comcast Corporation (CMCSA): Rising cash generation with moderated investment and leverage
Communication Services

Comcast Corporation (CMCSA): Rising cash generation with moderated investment and leverage

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Meta Platforms, Inc. (META): Scale expansion with rising margins and cash conversion
Technology

Meta Platforms, Inc. (META): Scale expansion with rising margins and cash conversion

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Alphabet Inc. (GOOGL): Margin expansion and cash generation from operating leverage
Technology

Alphabet Inc. (GOOGL): Margin expansion and cash generation from operating leverage

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Eli Lilly and Company (LLY): Margin expansion with rising operating efficiency and returns
Healthcare

Eli Lilly and Company (LLY): Margin expansion with rising operating efficiency and returns

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Equinix, Inc. (EQIX): Rising revenue with pressured margins and cash conversion
Real Estate

Equinix, Inc. (EQIX): Rising revenue with pressured margins and cash conversion

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