JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

ABBV AbbVie

Healthcare · Sleeve

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 7.81 pass Healthcare claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 6.6 auto P/E 83.4
Liquidity 3.6 auto Current ratio 0.67
Growth 7.0 auto Revenue growth 10.0%
Profitability 6.4 auto Net margin 6.9%
Efficiency 10.0 auto ROE 6225.0%
Leadership Tenure 7.5 ai CEO Robert Michael took over July 2024 from longtime CEO Rick Gonzalez (who led 2013-2024); transition was orderly with Michael previously serving as President/COO, but tenure is still short.
Ownership Alignment 4.0 auto Insider holding 0.12%
Strategic Vision 8.6 ai Clear post-Humira pipeline strategy anchored on Skyrizi and Rinvoq (combined ~$27B+ run-rate, guided to $31B by 2027), plus neuroscience (Vraylar, Botox), oncology (Venclexta, Epkinos), and aesthetics; well-articulated path through the Humira LOE.
Focus / Clarity 8.2 ai Tightly focused on immunology, oncology, neuroscience, and aesthetics under a coherent specialty pharma thesis; Allergan integration is now mature and the portfolio reads as four clear therapeutic franchises.
Diversification 8.4 ai Revenue ~$56B spread across Skyrizi, Rinvoq, Botox (therapeutic + cosmetic), Vraylar, Venclexta, Imbruvica, and aesthetics; no single product post-Humira erosion exceeds ~25% of revenue, and global geographic spread is solid.
Maturity / Revenue 9.3 ai Revenue $61.2B
Growth Potential 8.1 ai Skyrizi/Rinvoq are the fastest-growing immunology drugs globally with multi-indication expansion (IBD, dermatology, rheumatology), plus oncology bispecifics (Epkinly), neuroscience (emraclidine setback notwithstanding), and Cerevel/ImmunoGen acquisitions extending the runway in a $200B+ specialty pharma TAM.
Volatility 8.0 auto β 0.36 · D/E n/a
Market Standing 9.1 auto Market cap $349.7B
Competitive Moat 8.3 ai Patent-protected blockbusters Skyrizi (IL-23) and Rinvoq (JAK1) with composition-of-matter protection into mid-2030s, Botox brand/clinical moat in aesthetics and therapeutics, and strong specialty distribution; top-3 global pharma with ~14% R&D intensity.