7 S&P 500 Stocks Hit 52-Week Highs On Monday

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A short list of market highs reveals different business models reaching new peaks.

As of Monday, September 14, there are 7 S&P 500 stocks trading at their 52-week highs. This is a narrow list of names finding strength while the broader S&P 500 has returned -2.2% over the last month. The largest company on the list is CrowdStrike (CRWD), with a market value of about $238.9 billion. What kind of business earns a new high in this tape?

Photo by ArtsyBee on Pixabay

The Full List, Largest First

Here are all 7 names, sorted by market capitalization, with returns over four windows:

Tickers Market
Cap
1D
% Chg
1W
% Chg
1M
% Chg
1Y
% Chg
CRWD $238.89 Bil 13.9% 10.5% 4.4% 117.3%
VZ $213.78 Bil 1.3% 2.3% 6.4% 24.1%
CNC $34.28 Bil 4.5% 3.5% 5.1% 103.7%
EXPD $25.35 Bil 0.5% 2.5% 3.5% 58.6%
BBY $19.95 Bil 4.4% 5.1% 11.1% 27.6%
GEN $18.81 Bil 3.8% 2.5% 6.7% 8.0%
APA $15.9 Bil 0.7% 5.3% 12.6% 102.8%

Growth and profitability mark different paths to a new high.

The list shows two distinct profiles. Verizon Communications (VZ) trades at 13.2 times trailing earnings. Its revenue grew 1.4% over the last twelve months, and its operating margin was 20.5%. In contrast, CrowdStrike (CRWD) shows much faster expansion. Its revenue grew 24.3% over the last twelve months, and its operating margin was -2.2%. The Information Technology sector is the only group with more than one name on the list, containing 2 names.

A high price is a question, not an answer.

A 52-week-high list is a map of what is working. Strength can persist, and these are stocks the market is rewarding right now. But a price is not a verdict on a business. The disciplined move is to treat the list as a starting point for research. The real work is checking whether the underlying business fundamentals can support the stock at its strongest price of the year.

A new high tells you what the market already believes. The harder question is which of these runs management itself is underwriting. Our Guidance Momentum screen tracks exactly that: stocks where the company raised its own forward numbers.

Chasing Highs Is A Reflex. Owning Strength Is A System

A 52-week-high list is seductive: everything on it has been going right. But buying a stock because it is at its high is buying a price, and prices revert; what persists is the quality underneath the run.

The Trefis High Quality (HQ) Portfolio is built to own that quality before and after it makes headlines: roughly 30 businesses selected for consistent cash generation, strong margins, and resilient balance sheets, sized and rebalanced with rules. It has a track record of outpacing a benchmark that combines the S&P 500, the S&P MidCap 400, and the Russell 2000. Admire the list; own the system.