To kick off this week for you, I pulled a comparison of the top ten largest U.S. stocks’ financials and valuations. Here are some observations to point out:

Tesla, Facebook, Alphabet and Amazon are expected to grow the fastest, with Tesla expected to grow 75% faster than the runner up, Facebook.

Visa, Facebook, Microsoft and Alphabet have the highest profit margins, befitting their software (or software-like) business models.

Among the growth stocks, Amazon, Alphabet and Facebook look like the most attractive on a forward gross profit basis, which is the basic reasoning why we are overweight those stocks compared to the others.

Johnson & Johnson looks like the most attractive “value” stock in the top ten, with 8.6% growth, high profit margins and trading at the cheapest valuation of 12.3x forward EBITDA.

But Alphabet and Facebook are also trading within spitting distance of these valuations, which is odd given how fast they are expected to grow. Are they trading at such a discount because of antitrust risk?