TheStreet.com Ratings provides exclusive stock, ETF and mutual fund recommendations using proprietary tools. Our "safety first" approach aims to reduce risk while achieving total return performance.

BOSTON (

TheStreet

) -- These companies have market caps over $10 billion and receive "buy"-ratings from our proprietary quantitative model, which considers more than 60 factors. They're ordered by their potential to appreciate, starting with the company with the best growth prospects.

Oracle

(ORCL) - Get Report

sells computer software worldwide.

The numbers

: Fiscal first-quarter net income rose 4% to $1.1 billion and earnings per share climbed 5% to 22 cents, boosted by a lower share count. Its gross margin rose from 77% to 81% and its operating margin jumped from 30% to 36%. A quick ratio of 2.5 and $21 billion of cash indicate ample liquidity. A debt-to-equity ratio of 0.6 reflects conservative leverage.

The stock

: Oracle has increased 21% in 2009, outpacing the

Dow Jones Industrial Average

and

S&P 500 Index

. The stock trades at a price-to-earnings ratio of 19, indicating parity with the market, but a discount to software peers. Shares offer a dividend yield of 0.9%.

McDonald's

(MCD) - Get Report

sells hamburgers, soft drinks and other food products.

The numbers

: Second-quarter net income fell 8% to $1.1 billion and earnings per share dropped 6% to 98 cents, cushioned by a lower share count. Revenue declined 7% to $5.6 billion. Its gross margin climbed from 42% to 44% and its operating margin rose from 27% to 29%. A quick ratio of 1.1 and debt-to-equity ratio of 0.8 demonstrate fiscal stability.

The stock

: McDonald's is down 10% in 2009, trailing major U.S. indices. The stock trades at a price-to-earnings ratio of 15, a discount to the market and restaurant peers. Shares pay a 3.6% dividend yield.

TJX Companies

(TJX) - Get Report

sells clothing and household items through its T.J. Maxx, Marshall's and HomeGoods chains.

The numbers

: Fiscal second-quarter net income increased 31% to $262 million and earnings per share climbed 27% to 61 cents, restrained by a higher share count. Its gross margin rose from 27% to 28% and its operating margin ascended from 7% to 9%. A quick ratio of 0.5 indicates weak liquidity, but the cash balance has grown 200% since the year-earlier period. A debt-to-equity ratio of 0.4 demonstrates conservative leverage.

The stock

: TJX has ascended 87% this year, beating major U.S. indices. The stock trades at a price-to-earnings ratio of 17, a discount to the market and apparel retail peers. Shares pay a 1.3% dividend yield.

Medco Health Solutions

(MHS)

is one of the largest pharmacy benefit managers in the U.S.

The numbers

: Second-quarter net income rose 19% to $312 million and earnings per share jumped 26% to 64 cents, boosted by a lower share count. Revenue increased 17% to $15 billion. Its gross margin was little changed at 7% and its operating margin remained steady at 4%. Medco has less-than-ideal liquidity, reflected in its quick ratio of 0.9. A debt-to-equity ratio of 0.8 indicates reasonable leverage.

The stock

: Medco has advanced 34% this year, beating the Dow and S&P 500. The stock trades at a price-to-earnings ratio of 24, a premium to the market and health care peers. The company does not pay dividends.

Baxter

(BAX) - Get Report

sells health-care equipment.

The numbers

: Second-quarter revenue declined 2% to $3.1 billion, but net income ascended 8% to $587 million and earnings per share climbed 13% to 96 cents, boosted by a lower share count. Its gross margin increased from 56% to 57% and its operating margin rose from 22% to 24%. A quick ratio of 1.2 indicates ample liquidity and a debt-to-equity ratio of 0.6 demonstrates conservative leverage.

The stock

: Baxter has climbed 9% this year, less than major U.S. indices. The stock trades at a price-to-earnings ratio of 17, a discount to the market and health care equipment peers. Shares pay a 1.8% dividend yield.

TSC Ratings was given an award this year for "Best Stock Selection" among independent research providers by BNY ConvergEx Group. A rating can be viewed for any stock through our

screener

. Ratings are derived from a variety of fundamental and pricing figures and represent our opinion of risk-adjusted performance. However, the rating doesn't incorporate all factors that can alter a stock's performance.

-- Reported by Jake Lynch in Boston.