Scores · Baillie-Wachstums-Zehn

Baillie-Wachstums-Board

Langfristige Wachstumsstärke, gemessen an der Summe der zehn „Wachstums-Zehn“-Scores von Baillie (0–100), sortiert nach Gesamtscore, absteigend. Es werden nur Analysen aufgeführt, bei denen alle zehn Fragen vollständig bewertet sind; pro Unternehmen wird die neueste Analyse gezeigt (mehrere Aktiengattungen und Mehrfachnotierungen werden nach dem kanonischen Titel-Symbol zusammengeführt). Gefiltert nach Bewertungslage „合理“, Score-Stufe „偏弱“: 385 Treffer(Filter löschen) · Seite 3 von 4.

# Titel Analyse Rating Bewertungslage Baillie-Gesamtscore▼ Buffett Aktualisiert
201 Chipotle Mexican Grill, Inc. CMG · USA Chipotle Mexican Grill: A Long-Term Value Investment Analysis24. Mai 2026 Beobachten
43/100 Eher schwach
58/100 11. Juni 2026
202 The Cooper Companies, Inc. COO · USA Cooper Companies: A Long-Term Value Investing Analysis24. Mai 2026 Beobachten
43/100 Eher schwach
— 11. Juni 2026
203 GE HealthCare Technologies Inc. GEHC · USA GE HealthCare Technologies: A Deep Value Investment Analysis22. Mai 2026 Beobachten
43/100 Eher schwach
82/100 11. Juni 2026
204 Constellation Energy Corporation CEG · USA Constellation Energy: A Long-Term Value Investing Deep Dive19. Mai 2026 Beobachten
43/100 Eher schwach
28/100 11. Juni 2026
205 Zhejiang Weiming Environment Protection Co., Ltd. 603568 · Shanghai Weiming Environment: Waste-to-Energy Still Earns a 62.4% Gross Margin, but a 5.8% Nickel Margin and a Convertible Put Line CNY 0.046 Away Leave CNY 13.36 Without a Conservative Safety Margin25. September 2026 Halten
42/100 Eher schwach
69/100 25. September 2026
206 Federal Signal Corporation FSS · USA Federal Signal Corporation: 70% of Q2's Incremental Sales Came From Acquisitions, Organic Growth Was 6%, and 115.33 USD Sits 9% Above the 106 USD Conservative Ceiling17. September 2026 Halten
42/100 Eher schwach
73/100 17. September 2026
207 Komatsu Ltd. 6301 · TSE Komatsu Ltd.: A 51.8% Aftermarket Mix Meets ¥88.3bn of Tariffs, and ¥7,114 Already Prices the Mining Upcycle13. September 2026 Halten
42/100 Eher schwach
— 13. September 2026
208 BioNTech SE BNTX · USA BioNTech SE: Cash Is the Floor, Pumitamig Is the Option12. September 2026 Halten
42/100 Eher schwach
— 12. September 2026
209 Industria de Diseño Textil, S.A. ITX · MC Inditex: A Productivity Compounder Meets Its Valuation Test8. September 2026 Halten
42/100 Eher schwach
85/100 8. September 2026
210 Jerónimo Martins, SGPS, S.A. JMT · LS Jerónimo Martins: EBITDA Up 7.6%, Net Profit Down 3.5%, and No Conservative Margin of Safety31. August 2026 Halten
42/100 Eher schwach
78/100 31. August 2026
211 Shanghai Sinyang Semiconductor Materials Co., Ltd. 300236 · Shenzhen Shanghai Sinyang Semiconductor Materials: A Real Domestic-Substitution Winner, but Today's Price Already Discounts Years of Fab Penetration26. Juli 2026 Halten
42/100 Eher schwach
— 26. Juli 2026
212 Jiangsu Changjiang Electronics Technology Co., Ltd. 600584 · Shanghai JCET: Advanced-Packaging Ambitions Are Real, But Owner Earnings Haven't Caught Up to the Price22. Juli 2026 Beobachten
42/100 Eher schwach
— 22. Juli 2026
213 TDK Corporation 6762 · TSE TDK Corporation: A Real Transition, Priced With Little Room to Wobble18. Juli 2026 Halten
42/100 Eher schwach
— 18. Juli 2026
214 QIAGEN N.V. QGEN · USA QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the Price17. Juli 2026 Halten
42/100 Eher schwach
49/100 17. Juli 2026
215 Silex Systems Limited SLX · AU Silex Systems: A Scarce Enrichment Option Priced for Commercial Success It Has Yet to Earn17. Juli 2026 Halten
42/100 Eher schwach
— 17. Juli 2026
216 First Majestic Silver Corp. AG · USA First Majestic Silver: A Better Miner After Los Gatos, No Longer a Cheap One3. Juli 2026 Halten
42/100 Eher schwach
17/100 3. Juli 2026
217 Mowi ASA MOWI · OL Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price2. Juli 2026 Halten
42/100 Eher schwach
63/100 2. Juli 2026
218 Sanofi SA SAN · Paris Sanofi SA: A Pure-Play in Transition, Still Proving Life After Dupixent29. Juni 2026 Halten
42/100 Eher schwach
— 29. Juni 2026
219 Shimano Inc. 7309 · TSE Shimano: A Fortress Cycling Franchise in a Real Trough, But the Price Already Pays for the Repair26. Juni 2026 Halten
42/100 Eher schwach
— 26. Juni 2026
220 Graco Inc. GGG · USA Graco Inc.: A Premium Fluid-Handling Compounder Priced for a Recovery Not Yet Visible21. Juni 2026 Halten
42/100 Eher schwach
89/100 21. Juni 2026
221 MKS Inc. MKSI · USA MKS Inc.: A Hybrid Process-Control Platform Priced for a Near-Best-Case AI Cycle21. Juni 2026 Meiden
42/100 Eher schwach
— 21. Juni 2026
222 LG Energy Solution, Ltd. 373220 · Korea LG Energy Solution: Strategic Assets, Unproven Returns20. Juni 2026 Halten
42/100 Eher schwach
— 20. Juni 2026
223 YASKAWA Electric Corporation 6506 · TSE Yaskawa Electric: Servo-Erholung zum vollen Preis17. Juni 2026 Halten
42/100 Eher schwach
— 18. Juni 2026
224 Centrus Energy Corp. LEU · USA Centrus Energy Zen Horizon Framework Deep-Dive Research6. Juni 2026 Beobachten
42/100 Eher schwach
65/100 10. Juni 2026
225 Federal Realty Investment Trust FRT · USA Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's Perspective31. Mai 2026 Beobachten
42/100 Eher schwach
40/100 10. Juni 2026
226 Universal Health Services, Inc. UHS · USA Universal Health Services Value-Investing Deep-Dive31. Mai 2026 Vorsichtiger Kauf
42/100 Eher schwach
74/100 10. Juni 2026
227 Loews Corporation L · USA Loews Corporation: A Value Investing Deep Dive29. Mai 2026 Beobachten
42/100 Eher schwach
— 10. Juni 2026
228 Omnicom Group Inc. OMC · USA Omnicom Group Inc: A Long-Term Owner's Research Report29. Mai 2026 Beobachten
42/100 Eher schwach
— 10. Juni 2026
229 ON Semiconductor Corporation ON · USA onsemi: A Research Report Through the Lens of a Long-Term Business Owner27. Mai 2026 Beobachten
42/100 Eher schwach
— 11. Juni 2026
230 State Street Corporation STT · USA State Street Corporation: In-Depth Value Investing Research27. Mai 2026 Beobachten
42/100 Eher schwach
67/100 10. Juni 2026
231 WEC Energy Group, Inc. WEC · USA WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In27. Mai 2026 Beobachten
42/100 Eher schwach
51/100 10. Juni 2026
232 Franklin Resources, Inc. BEN · USA Franklin Resources (BEN): A Deep Value Investing Study24. Mai 2026 Beobachten
42/100 Eher schwach
— 10. Juni 2026
233 Church & Dwight Co., Inc. CHD · USA Church & Dwight Long-Term Value Investment Analysis24. Mai 2026 Beobachten
42/100 Eher schwach
87/100 11. Juni 2026
234 The Allstate Corporation ALL · USA Allstate: Personal P&C Insurance and Protection Services Study23. Mai 2026 Beobachten
42/100 Eher schwach
— 11. Juni 2026
235 Air Products and Chemicals, Inc. APD · USA Air Products: A Long-Term Value Study of Industrial Gases23. Mai 2026 Beobachten
42/100 Eher schwach
— 11. Juni 2026
236 Mondelez International, Inc. MDLZ · USA MDLZ: Investment Research Through a Long-Term Business Owner's Lens22. Mai 2026 Beobachten
42/100 Eher schwach
63/100 11. Juni 2026
237 Baker Hughes Company BKR · USA Baker Hughes In-Depth Value Investing Analysis21. Mai 2026 Beobachten
42/100 Eher schwach
40/100 10. Juni 2026
238 Talen Energy Corporation TLN · USA Talen Energy Corporation In-Depth Research Report20. Mai 2026 Beobachten
42/100 Eher schwach
— 10. Juni 2026
239 Valmont Industries, Inc. VMI · USA Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of Safety18. September 2026 Halten
41/100 Eher schwach
68/100 18. September 2026
240 ITT Inc. ITT · USA ITT Inc.: SPX FLOW Adds 1.2x ITT's Pre-Deal Revenue and 15.25% More Shares, but 197.99 USD Sits 20% Above the 165 USD Conservative Value16. September 2026 Halten
41/100 Eher schwach
72/100 16. September 2026
241 Xiamen Faratronic Co., Ltd. 600563 · Shanghai Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band13. September 2026 Halten
41/100 Eher schwach
86/100 13. September 2026
242 HOCHTIEF Aktiengesellschaft HOT · XETRA HOCHTIEF: Data Centers Are 21% of Backlog and 32% of FY2025 Orders, and EUR 426 Prices the Boom Against a EUR 358 Base SOTP7. September 2026 Beobachten
41/100 Eher schwach
— 7. September 2026
243 Valmet Oyj VALMT · HE Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly Priced2. September 2026 Halten
41/100 Eher schwach
70/100 2. September 2026
244 GoerTek Inc. 002241 · Shenzhen GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case30. August 2026 Halten
41/100 Eher schwach
45/100 30. August 2026
245 Shenzhen Transsion Holdings Co., Ltd. 688036 · Shanghai Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value27. August 2026 Halten
41/100 Eher schwach
69/100 27. August 2026
246 Nextpower Inc. NXT · USA Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be Earned25. August 2026 Halten
41/100 Eher schwach
56/100 25. August 2026
247 Houlihan Lokey, Inc. HLI · USA Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant19. August 2026 Halten
41/100 Eher schwach
83/100 19. August 2026
248 Leonardo S.p.A. LDO · MI Leonardo: A Re-Rating With Real Earnings Behind It, Priced Like the Quality Gap to BAE and Thales Is Already Closed8. Juli 2026 Halten
41/100 Eher schwach
— 8. Juli 2026
249 Ouster, Inc. OUST · USA Ouster: A Much Better Lidar Company, Priced Like the Transition Is Already Won4. Juli 2026 Beobachten
41/100 Eher schwach
— 7. Juli 2026
250 Mitsubishi Electric Corporation 6503 · TSE Mitsubishi Electric: A Conglomerate in Transition, Fully Priced1. Juli 2026 Halten
41/100 Eher schwach
— 1. Juli 2026
251 Chow Tai Fook Jewellery Group Limited 1929 · Hongkong Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value25. Juni 2026 Halten
41/100 Eher schwach
68/100 25. Juni 2026
252 THK Co., Ltd. 6481 · TSE THK: A Category-Defining Linear-Motion Franchise Re-Rated on Restructuring and a Still-Unbooked Robotics Option24. Juni 2026 Halten
41/100 Eher schwach
— 24. Juni 2026
253 JSC National Atomic Company Kazatomprom KAP · IL Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report9. Juni 2026 Beobachten
41/100 Eher schwach
62/100 10. Juni 2026
254 Skyworks Solutions, Inc. SWKS · USA Skyworks Solutions Deep Value Investment Analysis31. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
255 Hasbro, Inc. HAS · USA Hasbro: A Deep Value Investing Study30. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
256 Pinnacle West Capital Corporation PNW · USA Pinnacle West Capital Corporation Value Investment Research Report30. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
257 Kenvue Inc. KVUE · USA Kenvue Inc: In-Depth Value Investing Analysis28. Mai 2026 Beobachten
41/100 Eher schwach
55/100 10. Juni 2026
258 PPL Corporation PPL · USA PPL Corporation Deep-Value Research28. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
259 Prudential Financial, Inc. PRU · USA Prudential Financial In-Depth Value Investing Analysis28. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
260 D.R. Horton, Inc. DHI · USA D.R. Horton Deep-Dive Value Investing Research27. Mai 2026 Beobachten
41/100 Eher schwach
81/100 10. Juni 2026
261 The Southern Company SO · USA The Southern Company: A Long-Term Owner's Perspective25. Mai 2026 Beobachten
41/100 Eher schwach
35/100 11. Juni 2026
262 Bank of America Corporation BAC · USA BAC: A Long-Term Owner Perspective Value Analysis24. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
263 Citigroup Inc. C · USA Citigroup Deep Value Investment Analysis24. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
264 Avery Dennison Corporation AVY · USA Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive23. Mai 2026 Beobachten
41/100 Eher schwach
78/100 11. Juni 2026
265 Cipher Digital Inc. CIFR · USA Cipher Digital: A Deep Value Investment Study20. Mai 2026 Beobachten
41/100 Eher schwach
— 10. Juni 2026
266 Takeda Pharmaceutical Company Limited 4502 · TSE Takeda: Q1 Revenue Rose 10.2% in Yen but Core Revenue Fell 0.5% at CER, U.S. Entyvio Grew Just 0.7% in FY2025, and ¥5,968 Sits 29% Above the ¥4,625 Conservative DCF24. September 2026 Halten
40/100 Eher schwach
— 24. September 2026
267 LPL Financial Holdings Inc. LPLA · USA LPL Financial: 87% of Revenue Paid Back to Advisors, Only 16% of a $643.5bn Asset Increase Organic, and a Client-Cash Pool Worth a Quarter of Gross Profit22. September 2026 Halten
40/100 Eher schwach
74/100 22. September 2026
268 Qingdao Port International Co., Ltd. 601298 · Shanghai Qingdao Port International: Container Revenue Up 57.7% on 7% More Boxes, CNY 9.3bn of Dry-Bulk Capital Earning CNY 161m, and 94% of Group Cash Parked at the Parent's Finance Company21. September 2026 Halten
40/100 Eher schwach
62/100 21. September 2026
269 XP Inc. XP · USA XP Inc.: A 22.5% ROAE and Excess Capital Meet a 1.20% Take Rate, and 2.11 Times Book Leaves No Margin of Safety20. September 2026 Halten
40/100 Eher schwach
77/100 20. September 2026
270 TotalEnergies SE TTE · Paris TotalEnergies: USD 27.5bn of Owner Earnings, 33.4 GW of Power, and No Obvious Margin of Safety at EUR 77.612. September 2026 Halten
40/100 Eher schwach
32/100 2. September 2026
271 Danone SA BN · Paris Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety20. August 2026 Halten
40/100 Eher schwach
66/100 20. August 2026
272 Federated Hermes, Inc. FHI · USA Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next Zero16. August 2026 Halten
40/100 Eher schwach
96/100 16. August 2026
273 Resonac Holdings Corporation 4004 · TSE Resonac Holdings: 99.3% of Core Operating Profit Now Comes From Semiconductor Materials, but at ¥12,125 the Pre-Spin Package Offers No Discount to Conservative Value31. Juli 2026 Halten
40/100 Eher schwach
— 31. Juli 2026
274 Shanghai MicroPort MedBot (Group) Co., Ltd. 2252 · Hongkong Shanghai MicroPort MedBot: Commercial Traction Is Real, but the Re-Rating Has Already Happened25. Juli 2026 Halten
40/100 Eher schwach
— 25. Juli 2026
275 Shanghai Junshi Biosciences Co., Ltd. 688180 · Shanghai Shanghai Junshi Biosciences: A Real PD-1 Franchise, But the A-Shares Already Price an Unproven Profit Bridge25. Juli 2026 Halten
40/100 Eher schwach
— 25. Juli 2026
276 Flex Ltd. FLEX · USA Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating22. Juli 2026 Halten
40/100 Eher schwach
60/100 22. Juli 2026
277 Nidec Corporation 6594 · TSE Nidec Corporation: A Real Motor Franchise Wrapped in a Credibility Discount19. Juli 2026 Beobachten
40/100 Eher schwach
— 19. Juli 2026
278 Paladin Energy Ltd PDN · AU Paladin Energy: The Restart Is Working, and the Price Already Knows It17. Juli 2026 Halten
40/100 Eher schwach
— 17. Juli 2026
279 Sumitomo Electric Industries, Ltd. 5802 · TSE Sumitomo Electric Industries: The Transition Is Real, But So Is the Price15. Juli 2026 Halten
40/100 Eher schwach
53/100 15. Juli 2026
280 DSM-Firmenich AG DSFIR · AMS DSM-Firmenich: A Genuine Portfolio Cleanup, Already Priced for the Improvement to Continue4. Juli 2026 Halten
40/100 Eher schwach
— 4. Juli 2026
281 Pan American Silver Corp. PAAS · USA Pan American Silver: Juanicipio Upgrades the Silver Book, But $44 Already Pays for the Transition25. Juni 2026 Halten
40/100 Eher schwach
23/100 25. Juni 2026
282 Hua Hong Semiconductor Limited 1347 · Hongkong Hua Hong Semiconductor: Value and Price in Mature Specialty Process Platforms14. Juni 2026 Halten
40/100 Eher schwach
— 15. Juni 2026
283 Powertech Technology Inc. 6239 · Taiwan Powertech Technology Deep-Dive Research11. Juni 2026 Beobachten
40/100 Eher schwach
62/100 11. Juni 2026
284 Xinjiang Goldwind Science & Technology Co., Ltd. (Goldwind) 002202 · Shenzhen Goldwind Zen Horizon Framework Deep-Dive Research6. Juni 2026 Beobachten
40/100 Eher schwach
— 10. Juni 2026
285 Foxconn Industrial Internet Co., Ltd. 601138 · Shanghai FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuation4. Juni 2026 Beobachten
40/100 Eher schwach
82/100 5. Juni 2026
286 Firefly Aerospace, Inc. FLY · USA Firefly Aerospace Research from a Long-Term Owner's Perspective4. Juni 2026 Meiden
40/100 Eher schwach
— 5. Juni 2026
287 Globe Life Inc. GL · USA Globe Life Value Investment Research31. Mai 2026 Beobachten
40/100 Eher schwach
— 10. Juni 2026
288 News Corporation NWSA · USA News Corp Class A Deep Value Investment Research30. Mai 2026 Beobachten
40/100 Eher schwach
— 10. Juni 2026
289 Equity Residential EQR · USA Equity Residential Deep Value Investment Research29. Mai 2026 Beobachten
40/100 Eher schwach
— 7. Juni 2026
290 Expand Energy Corporation EXE · USA Expand Energy Corporation In-Depth Value Investment Research29. Mai 2026 Beobachten
40/100 Eher schwach
31/100 9. Juni 2026
291 Extra Space Storage Inc. EXR · USA Extra Space Storage: A Long-Term Owner's View of a Self-Storage Platform REIT28. Mai 2026 Beobachten
40/100 Eher schwach
— 10. Juni 2026
292 MetLife, Inc. MET · USA MetLife: A Deep Value Investing Analysis27. Mai 2026 Beobachten
40/100 Eher schwach
— 11. Juni 2026
293 CF Industries Holdings, Inc. CF · USA CF Industries: A Long-Term Value Investing Analysis24. Mai 2026 Beobachten
40/100 Eher schwach
52/100 11. Juni 2026
294 Assurant, Inc. AIZ · USA Assurant Specialty Insurance & Protection Platform Research23. Mai 2026 Beobachten
40/100 Eher schwach
— 10. Juni 2026
295 AvalonBay Communities, Inc. AVB · USA AvalonBay Communities Apartment REIT and Merger Research23. Mai 2026 Beobachten
40/100 Eher schwach
— 11. Juni 2026
296 Diamondback Energy, Inc. FANG · USA Diamondback Energy: A Deep Value Analysis22. Mai 2026 Beobachten
40/100 Eher schwach
— 11. Juni 2026
297 EQT Corporation EQT · USA EQT Corporation: A Long-Term Value Investing Deep Dive20. Mai 2026 Beobachten
40/100 Eher schwach
22/100 10. Juni 2026
298 Kubota Corporation 6326 · TSE Kubota Corporation: A ¥70bn Tariff Refund Lifts the FY2026 Margin to 12.2% from 10.1%, and ¥2,751.5 Sits 28–38% Above the ¥2,000–2,150 Conservative Value28. September 2026 Halten
39/100 Eher schwach
— 28. September 2026
299 CNH Industrial N.V. CNH · USA CNH Industrial: A Trough Priced at 31 Times Earnings That Normalizes to 11.5 Times, While Construction Earns a 2.3% Margin and Exor Holds 45.6% of the Vote22. September 2026 Halten
39/100 Eher schwach
— 22. September 2026
300 Kuehne + Nagel International AG KNIN · SW Kuehne + Nagel: Sea Gross Profit per TEU Held at CHF 483 While Group EBIT Conversion Fell from 33.9% to 14.1%, and 26 Times Owner Earnings Leaves No Margin of Safety22. September 2026 Halten
39/100 Eher schwach
66/100 22. September 2026