Gavin Thorne has invested in U.S. equities for six years and previously worked at a large publicly listed internet company. On StockVane he writes single-stock analysis with an income slant, often built around cash-secured puts on businesses he can explain in a sentence. His articles are analysis and opinion, not personalized advice — see StockVane's Editorial Standards and Disclaimer.
Johnson & Johnson’s net income of $26.8 billion topped its $25.6 billion operating income in 2025. Behind that gap is a 27.2% margin recovery, a 31x trailing P/E and a stock 3.9% below its high.…
Home Depot pays out 65 cents of every dollar it earns, yet EPS has fallen three years running while sales grew. At $300 the stock is fair, not cheap. Here is the margin line that…
Analog Devices grew sales 40% in the July quarter and EPS 163%, yet the stock sits 15% below its high at 44.6 times trailing earnings. I check what the price assumes, where the base flatters…
Texas Instruments sells 88% of its 2022 revenue but keeps 59% of the operating profit, yet trades at 40.5 times earnings versus a 28.1 five-year average. The recovery is priced in. Here is the margin…
Oracle’s average analyst target is 72% above its price and Moderna’s is 26% below. Ranking 203 stocks by target gap shows why the gap mostly measures how far a stock has fallen, and what I…
Netflix earned a record 29.5% operating margin in 2025, yet the stock sits 43% below its high after five straight earnings-day losses. Revenue growth slowed to 13%. Here is what the price implies and the…
Coca-Cola’s operating margin has risen three years in a row to 31.1%. The P/E of 26.5 looks average, but price to sales sits at the 99th percentile of its range. A look at what a…
Chevron’s latest quarter brought $67.2 billion of revenue, up 51%, after three years of shrinking profit. At about $210 and 14 times forward earnings, here is what the market already assumes, a price grid, and…
Wells Fargo trades at 1.63 times book against 1.9 for its industry, a gap worth about $44 billion. But it is at the top of its own five-year range. Here is what closing it would…
Amgen trades 14% below its high at 24 times earnings, under its own average, with a 2.5% dividend yield. Here is what the multiple asks you to believe, how much cash covers the payout, and…