As of , Walmart (WMT) sits near recent highs after a strong twelve months marked by steady top-line growth and faster profit expansion. The retailer reports trailing-12-month revenue of $693.15B, a 4.8% year-over-year quarterly revenue increase, and a profit margin of 3.08% with operating margin at 4.39%. Earnings momentum is notable: quarterly earnings growth rose 56.10% year over year, supported by $38.44B in operating cash flow. Shares have gained 29.74% over the past year versus 17.26% for the S&P 500, with a low beta of 0.65 underscoring the stock’s defensive profile. Analysts remain constructive, highlighting ongoing e-commerce gains and efficiency initiatives, while debate around tariffs and pricing continues. With a forward dividend yield of 0.92% and a payout ratio of 33.40%, Walmart offers income alongside growth, setting the stage for a three‑year outlook focused on consistency and scale.

JPMorgan Chase enters the next three years with solid profitability and an elevated share price backdrop. As of September 2025, the bank reports trailing-12-month revenue of $163.75B and net income to common of $55.15B, with profit and operating margins of 34.52% and 43.75% respectively. Shares have climbed 43.73% over the past year, outpacing the S&P 500’s 17.26%, and recently traded near $300.54—close to the 52‑week high of $305.15. Liquidity remains deep (total cash $1.54T) alongside $1.17T of total debt typical of a universal bank balance sheet. The dividend profile is steady, with a forward annual rate of $5.60 and yield of 1.88% on a 27.18% payout ratio. Strategic signals include fresh hiring in M&A, participation in large-scale financing tied to data infrastructure, and supportive analyst commentary following strong Q2 results.

Meta Platforms (META) enters September 2025 with momentum and scrutiny. The stock is up 49.60% over the past year, outpacing the S&P 500’s 17.26%, and trades near its 52‑week high of 796.25 after a recent close around 751.98. Financially, the company posts $178.8B in trailing‑12‑month revenue, $71.51B in net income, and robust margins (profit 39.99%; operating 43.02%), backed by $102.3B in operating cash flow and $31.99B in free cash flow. Management is investing heavily in AI and wearable platforms while navigating safety concerns around chatbots and VR. With $47.07B in cash against $49.56B of debt, a 1.97 current ratio, and a new dividend yielding 0.27% (7.44% payout), Meta has flexibility to refine strategy. This note outlines a balanced three‑year outlook under multiple scenarios.

Amazon enters September 2025 with accelerating fundamentals and a stock approaching prior highs. Over the last 12 months, trailing revenue reached $670.04B, with quarterly revenue growth of 13.30% year over year and quarterly earnings growth of 34.70%. Profitability continues to firm, reflected in a 10.54% profit margin and 11.43% operating margin, supported by $121.14B in operating cash flow and $31.02B in levered free cash flow. Shares have risen 31.35% over the past year versus 18.19% for the S&P 500, trading near a 52‑week high of $242.52 and above the 50‑ and 200‑day moving averages. Against this backdrop, investors are watching AWS, the grocery push highlighted by Evercore, Project Kuiper’s first airline customer, and commentary around AI GPU investments—key drivers that could shape Amazon’s three‑year trajectory.