Compare the businesses, not just the tickers.
Comparisons with the deepest coverage
The strongest pairs in each sector: audited financials on both sides, maintained company research on at least one, and a shared SEC industry where one exists.
GOOGL vs META
Same SEC industry: Services-Computer Programming, Data Processing, Etc. Revenue $402.8B vs $201.0B.
F vs TSLA
Same SEC industry: Motor Vehicles & Passenger Car Bodies. Revenue $187.3B vs $94.8B.
DECK vs NKE
Same SEC industry: Rubber & Plastics Footwear. Revenue $5.5B vs $46.4B.
MAR vs MGM
Same SEC industry: Hotels & Motels. Revenue $26.2B vs $17.5B.
COST vs WMT
Same SEC industry: Retail-Variety Stores. Revenue $275.2B vs $713.2B.
CHD vs PG
Same SEC industry: Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics. Revenue $6.2B vs $84.3B.
MO vs PM
Same SEC industry: Cigarettes. Revenue $23.3B vs $40.6B.
KMI vs TRGP
Same SEC industry: Natural Gas Transmission. Revenue $16.9B vs $17.0B.
MA vs V
Same SEC industry: Services-Business Services, NEC. Revenue $32.8B vs $40.0B.
BRK-B vs PGR
Same SEC industry: Fire, Marine & Casualty Insurance. Revenue $371.4B vs $87.7B.
BAC vs JPM
Same SEC industry: National Commercial Banks. Revenue $113.1B vs $182.4B.
CI vs UNH
Same SEC industry: Hospital & Medical Service Plans. Revenue $274.9B vs $447.6B.
JNJ vs LLY
Same SEC industry: Pharmaceutical Preparations. Revenue $94.2B vs $65.2B.
HON vs RTX
Same SEC industry: Aircraft Engines & Engine Parts. Revenue $37.4B vs $88.6B.
DAL vs LUV
Same SEC industry: Air Transportation, Scheduled. Revenue $63.4B vs $28.1B.
NSC vs UNP
Same SEC industry: Railroads, Line-Haul Operating. Revenue $12.2B vs $24.5B.
MSFT vs ORCL
Same SEC industry: Services-Prepackaged Software. Revenue $281.7B vs $67.4B.
AVGO vs NVDA
Same SEC industry: Semiconductors & Related Devices. Revenue $63.9B vs $215.9B.
Browse by sector
Communication Services comparisons
Internet platforms, media, gaming, and telecom: advertising-driven mega-caps sitting alongside capital-intensive carriers.
Consumer Discretionary comparisons
Retail, autos, travel, and restaurants: spending that expands when confidence and real incomes rise, and contracts first when they fall.
Consumer Staples comparisons
Food, beverages, household goods, and tobacco: the classic defensive sector where pricing power meets inelastic demand.
Energy comparisons
Oil and gas producers, refiners, and services: cash-flow machines when commodity prices are high, and a hedge against inflation and conflict.
Financials comparisons
Banks, insurers, asset managers, and exchanges: the plumbing of capital markets, geared directly to interest rates and credit.
Health Care comparisons
Pharmaceuticals, biotech, medical devices, and managed care: defensive demand paired with binary drug and regulatory catalysts.
Industrials comparisons
Aerospace, machinery, defense, and transports: a cyclical read on capex, reshoring, and the physical economy.
Information Technology comparisons
Semiconductors, software, and hardware: the companies building the digital and AI infrastructure the rest of the economy runs on.
Materials comparisons
Miners, chemicals, and building materials: an early-cycle, China-sensitive read on global industrial demand.
Real Estate comparisons
REITs across offices, data centers, industrial, and residential: the most rate-sensitive corner of the equity market.
Utilities comparisons
Regulated power and water: bond-like income proxies whose relevance is being reshaped by data-center and electrification demand.
How the comparison universe is built
Companies are compared only with peers in the same market sector. This prevents meaningless combinations created merely to inflate a page count.
A pair must share an SEC industry classification or a specific maintained research theme such as artificial intelligence, rates, tariffs, or international markets. A generic “US markets” label is deliberately not enough.
Pairs linked only by one broad macro theme stay available to readers but are not submitted to search engines. Indexed pairs need audited revenue and net income for both companies, maintained research on at least one, and an industry-level link.
Which business differences matter to the investment thesis?
The comparison shows reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
Members-only research
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