Roche Holding AG

Growth is a weak point here. Both revenue and earnings growth are weak. This profile does not fit growth strategies, so look to value or quality angles instead. The strongest point: earnings are set to grow faster than sales, so margins should widen. The one thing to watch: forward revenue growth trails the market.

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies. The strongest point: magnificent long-term results.

A fairly-priced stock. A mix of reasonable multiples and yields without extreme cheapness. Can work in diversified value portfolios, but not a standout bargain. The strongest point: free cash flow yield of 5.1% is higher than 60% of companies worldwide. The one thing to watch: it trades above its own historical P/E.

A genuinely high-quality business. High margins and strong returns on capital. A core fit for quality and quality-growth strategies. The strongest point: every margin ranks near the top, including a net margin of 20%, better than 70% of companies worldwide. The one thing to watch: profits are choppy from year to year.