101
Public Service Enterprise Group Incorporated
PEG · USA
PEG Long-Term Value Investment Report 27. Mai 2026 Beobachten
40 /100
Eher schwach
22/100 10. Juni 2026
102
American Electric Power Company, Inc.
AEP · USA
American Electric Power In-Depth Value Investment Analysis 21. Mai 2026 Beobachten
40 /100
Eher schwach
42/100 10. Juni 2026
103
ENN Energy Holdings Limited
2688 · Hongkong
ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling 16. September 2026 Vorsichtiger Kauf
39 /100
Eher schwach
68/100 16. September 2026
104
AutoNation, Inc.
AN · USA
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety 1. September 2026 Halten
39 /100
Eher schwach
68/100 1. September 2026
105
Service Corporation International
SCI · USA
Service Corporation International: Cemetery Gross Profit Now Exceeds Funeral, but a 6.5% Owner-Earnings Yield Sits Only 1.8 Points Above Treasuries 30. August 2026 Halten
39 /100
Eher schwach
73/100 30. August 2026
106
Bunzl plc
BNZL · LSE
Bunzl: 0.4% Underlying Growth, 237 Acquisitions, and 15.6 Times Earnings 29. August 2026 Halten
39 /100
Eher schwach
76/100 30. August 2026
107
FTI Consulting, Inc.
FCN · USA
FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed Buybacks 19. August 2026 Halten
39 /100
Eher schwach
72/100 19. August 2026
108
National Beverage Corp.
FIZZ · USA
National Beverage: A Cash-Rich LaCroix Franchise Where Price, Not Volume, Carried the Year 17. August 2026 Halten
39 /100
Eher schwach
95/100 17. August 2026
109
Honeywell International Inc.
HON · USA
Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution 9. August 2026 Halten
39 /100
Eher schwach
74/100 9. August 2026
110
Haleon plc
HLN · LSE
Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety 1. August 2026 Halten
39 /100
Eher schwach
61/100 2. August 2026
111
Camden Property Trust
CPT · USA
Camden Property Trust: A Value-Investing Deep Dive 31. Mai 2026 Beobachten
39 /100
Eher schwach
— 6. Juni 2026
112
Invitation Homes Inc.
INVH · USA
Invitation Homes Deep Value Investment Research 30. Mai 2026 Beobachten
39 /100
Eher schwach
— 8. Juni 2026
113
International Paper Company
IP · USA
International Paper Deep Value Investment Research 30. Mai 2026 Beobachten
39 /100
Eher schwach
— 9. Juni 2026
114
PulteGroup, Inc.
PHM · USA
PulteGroup Value Investing Research Report 29. Mai 2026 Beobachten
39 /100
Eher schwach
71/100 10. Juni 2026
115
Smurfit WestRock plc
SW · USA
Smurfit WestRock: A Long-Term Business Owner's Investment Analysis 29. Mai 2026 Beobachten
39 /100
Eher schwach
— 8. Juni 2026
116
Skanska AB (publ)
SKA-B · ST
Skanska AB: A Record SEK 297.5bn Backlog Rests on a 4.3% Contractor Margin, and SEK 271.90 Leaves No Conservative Margin of Safety 5. September 2026 Halten
38 /100
Eher schwach
74/100 5. September 2026
117
AptarGroup, Inc.
ATR · USA
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion 26. August 2026 Halten
38 /100
Eher schwach
70/100 26. August 2026
118
Carlisle Companies Incorporated
CSL · USA
Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin 6. August 2026 Halten
38 /100
Eher schwach
71/100 6. August 2026
119
AECOM
ACM · USA
AECOM: A 16.5% Segment Margin and 12.1x Earnings Are Genuinely Cheap, but First-Half Free Cash Flow of 15 Million Dollars Means 72.39 Dollars Only Buys the Base Case 1. August 2026 Halten
38 /100
Eher schwach
45/100 1. August 2026
120
Parsons Corporation
PSN · USA
Parsons: A Record 35% Crash Repriced Earnings Quality, and at 40.32 USD the Price Is Interesting but Not Yet Safe 30. Juli 2026 Beobachten
38 /100
Eher schwach
— 30. Juli 2026
121
Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry / Foxconn)
2317 · Taiwan
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research 5. Juni 2026 Halten
38 /100
Eher schwach
65/100 5. Juni 2026
122
Applied Optoelectronics, Inc.
AAOI · USA
Applied Optoelectronics Deep-Dive Research 31. Mai 2026 Halten
38 /100
Eher schwach
— 5. Juni 2026
123
Gaming and Leisure Properties, Inc.
GLPI · USA
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent 14. September 2026 Halten
37 /100
Eher schwach
67/100 14. September 2026
124
Arkema S.A.
AKE · Paris
Arkema S.A.: Q2 2026 EBITDA of EUR 390.9m Beat Consensus by About 8% at a 16.1% Margin, but 2.9-Times Leverage Leaves EUR 58.05 Far Above the EUR 32 to EUR 36 Conservative Buy Zone 10. September 2026 Beobachten
37 /100
Eher schwach
— 10. September 2026
125
JD Sports Fashion plc
JD · LSE
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control 2. September 2026 Beobachten
37 /100
Eher schwach
74/100 4. September 2026
126
Toll Brothers, Inc.
TOL · USA
Toll Brothers Tiefgehende Aktienanalyse 15. Juni 2026 Halten
37 /100
Eher schwach
71/100 15. Juni 2026
127
Oklo Inc.
OKLO · USA
Oklo (OKLO.US) Zen Horizon Research Report 8. Juni 2026 Beobachten
37 /100
Eher schwach
— 8. Juni 2026
128
Amphenol Corporation
APH · USA
Amphenol Long-Term Owner Perspective Research 3. Juni 2026 Beobachten
37 /100
Eher schwach
83/100 6. Juni 2026
129
Associated British Foods plc
ABF · LSE
Associated British Foods plc: Primark, FoodCo and the Value of the Split 7. September 2026 Halten
36 /100
Eher schwach
— 7. September 2026
130
Roche Holding AG
ROG · SW
Roche Zen Horizon Framework Deep Dive: A Diagnostics and Pharma Giant Past the Patent Cliff, with a Fair Price and Debated Growth 5. Juni 2026 Halten
36 /100
Eher schwach
92/100 5. Juni 2026
131
KDDI Corporation
KDDIY · USA
KDDI From a Long-Term Owner's Perspective 3. Juni 2026 Beobachten
36 /100
Eher schwach
72/100 5. Juni 2026
132
Uni-President China Holdings Ltd.
0220 · Hongkong
Uni-President China: A 7% Yield Backed by a 100% Payout, but the Beverage Arm That Is Almost Two-Thirds of Sales Has Stopped Growing 26. August 2026 Halten
35 /100
Eher schwach
— 26. August 2026
133
PUMA SE
PUM · XETRA
PUMA SE: A Fixable Brand, but the Price Already Pays for Part of the Fix 9. August 2026 Halten
35 /100
Eher schwach
— 9. August 2026
134
Archer Aviation Inc.
ACHR · USA
Archer Aviation (ACHR.US) Zen Horizon Research Report 5. Juni 2026 Beobachten
35 /100
Eher schwach
— 5. Juni 2026
135
Eversource Energy
ES · USA
Eversource Energy: A Long-Term Business Owner's Deep Dive 28. Mai 2026 Beobachten
35 /100
Eher schwach
23/100 10. Juni 2026
136
General Motors Company
GM · USA
General Motors: A Deep Value Investment Analysis 26. Mai 2026 Beobachten
35 /100
Eher schwach
— 11. Juni 2026