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 „偏低“: 160 Treffer(Filter löschen) · Seite 1 von 2.

# Titel Analyse Rating Bewertungslage Baillie-Gesamtscore▼ Buffett Aktualisiert
1 ANTA Sports Products Limited 2020 · Hongkong ANTA Sports: Other Brands Grew 59.2% While the Core Brand Managed 3.7%, and at HKD 74.50 the Shares Already Sit Above the HKD 68 Conservative Sum-of-the-Parts7. August 2026 Halten
55/100 Mittel
92/100 7. August 2026
2 Nongfu Spring Co., Ltd. 9633 · Hongkong Nongfu Spring: Tea Overtook Water Back in 2024 and Now Supplies 52% of Segment Profit, While HK$42.40 Sits 12% Above Conservative Value6. September 2026 Halten
54/100 Mittel
89/100 6. September 2026
3 Tencent Holdings Limited 0700 · Hongkong Tencent Holdings: A 12.8% Re-Rating on an Unconfirmed WeChat Agent, While Q1 Disclosed RMB8.8 Billion of AI Drag9. August 2026 Halten
53/100 Mittel
82/100 9. August 2026
4 monday.com Ltd. MNDY · USA monday.com: Profitables Work OS, bepreist wie ein Sanierungsfall17. Juni 2026 Vorsichtiger Kauf
53/100 Mittel
— 18. Juni 2026
5 Baidu, Inc. (百度集团股份有限公司) BIDU · USA Baidu: A Deep Research Study12. Juni 2026 Beobachten
53/100 Mittel
— 12. Juni 2026
6 Wise Group plc WSE · USA Wise: A Record-Low 50-Basis-Point Take Rate Still Drives 26% Volume Growth, but a Quarter of Net Revenue Is Interest and $13.04 Has No Margin of Safety31. August 2026 Halten
52/100 Mittel
68/100 1. September 2026
7 Amer Sports, Inc. AS · USA Amer Sports: The Brand Transformation Is Real, but Has the Price Already Bought All of It?8. August 2026 Halten
52/100 Mittel
— 8. August 2026
8 On Holding AG ONON · USA On Holding: Premiumwachstum, eingepreist auf Perfektion17. Juni 2026 Halten
52/100 Mittel
48/100 18. Juni 2026
9 Novo Nordisk A/S NVO · USA Novo Nordisk: A Long-Term Owner's Perspective17. Mai 2026 Beobachten
52/100 Mittel
88/100 11. Juni 2026
10 Sungrow Power Supply Co., Ltd. 300274 · Shenzhen Sungrow Power Supply: After the FCC Covered-List Ruling, the Price Sits 0.6% Below a CNY 104 Conservative Value While Q1 Storage Margin Has Already Slipped to About 30%2. August 2026 Beobachten
51/100 Mittel
72/100 2. August 2026
11 AstraZeneca PLC AZN · USA AstraZeneca: Eine eingehende Analyse15. Juni 2026 Halten
51/100 Mittel
64/100 15. Juni 2026
12 UCB SA UCB · BR UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-Rated29. Juni 2026 Halten
50/100 Mittel
71/100 29. Juni 2026
13 Uber Technologies, Inc. UBER · USA Uber Technologies Deep Value Research25. Mai 2026 Beobachten
50/100 Mittel
33/100 11. Juni 2026
14 Watsco, Inc. WSO · USA Watsco: Q2 Gross Margin Fell 180 Basis Points but 130 of Them Were Last Year's A2L-Transition Pricing Benefit, and a $13.20 Dividend Now Exceeds Trailing EPS15. August 2026 Halten
49/100 Eher schwach
87/100 15. August 2026
15 Hesai Group HSAI · USA Hesai Group (HSAI) Zen Horizon Research Report8. Juni 2026 Beobachten
49/100 Eher schwach
— 10. Juni 2026
16 Dassault Systèmes SE DSY · Paris Dassault Systèmes: A Zen Horizon Framework Deep-Dive Research Report4. Juni 2026 Beobachten
49/100 Eher schwach
83/100 10. Juni 2026
17 Intercontinental Exchange, Inc. ICE · USA Intercontinental Exchange from a Long-Term Business Owner's Perspective26. Mai 2026 Beobachten
49/100 Eher schwach
62/100 11. Juni 2026
18 EQT AB (publ) EQT · ST EQT AB: FAUM Rose to €155.4bn While the Fee-Related EBITDA Margin Fell to 50% From 54%, and SEK301.10 Already Sits Above the SEK243 Conservative SOTP23. September 2026 Halten
48/100 Eher schwach
69/100 23. September 2026
19 SoFi Technologies, Inc. SOFI · USA SoFi Technologies: 2.48 Times Tangible Book Prices a 20% Sustainable ROTCE Against the 9% Its Own 2026 Guidance Implies, and the Personal-Loan Book Has Never Met a Recession7. September 2026 Halten
48/100 Eher schwach
— 7. September 2026
20 BYD Company Limited 1211 · Hongkong BYD: Exports Reached 43.8% of First-Half Volume While Group Sales Fell 15.7% and First-Quarter Free Cash Flow Ran 19.3 Billion Yuan Negative3. August 2026 Halten
48/100 Eher schwach
46/100 3. August 2026
21 Alibaba Group Holding Limited BABA · USA Alibaba: March-Quarter Cloud Revenue Rose 38% While Consolidated Adjusted EBITA Fell 84%, Free Cash Flow Turned to a RMB 17.3 Billion Outflow, and USD 122.25 Sits Above Conservative Value2. August 2026 Halten
48/100 Eher schwach
— 2. August 2026
22 TransUnion TRU · USA TransUnion: Strip Out the Zero-Margin FICO Royalty and the 12% to 13% Reported Growth Outlook Becomes 5% to 6%, While 78.62 Dollars Sits Above the Conservative Range2. August 2026 Halten
48/100 Eher schwach
47/100 2. August 2026
23 Triple Flag Precious Metals Corp. TFPM · USA Triple Flag Precious Metals: Qualitäts-Compounder, vollständig eingepreist20. Juni 2026 Beobachten
48/100 Eher schwach
24/100 20. Juni 2026
24 Fair Isaac Corporation FICO · USA Fair Isaac: A Long-Term Owner's View28. Mai 2026 Beobachten
48/100 Eher schwach
78/100 10. Juni 2026
25 Sunny Optical Technology (Group) Company Limited 2382 · Hongkong Sunny Optical: Other Products Supply a Third of Gross Profit on 18.4% of Revenue, but Handset Margin at 12.3% Leaves No Safety Margin at HKD 62.6027. August 2026 Beobachten
47/100 Eher schwach
68/100 27. August 2026
26 Ningbo Orient Wires & Cables Co., Ltd. 603606 · Shanghai Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion17. Juli 2026 Beobachten
47/100 Eher schwach
56/100 17. Juli 2026
27 JD.com, Inc. JD · USA JD.com: A Stronger Retail Core Discounted for the Cost of Transition28. Juni 2026 Vorsichtiger Kauf
47/100 Eher schwach
— 28. Juni 2026
28 Pinterest, Inc. PINS · USA Pinterest: Starker Cashflow, ARPU-Mix-Risiko17. Juni 2026 Beobachten
47/100 Eher schwach
— 18. Juni 2026
29 Shenzhen UBTech Technology Co., Ltd. UBTech Robotics 9880 · Hongkong UBTech Robotics Deep-Dive Research14. Juni 2026 Halten
47/100 Eher schwach
— 14. Juni 2026
30 GDS Holdings Limited GDS · USA GDS Holdings Deep-Dive Research14. Juni 2026 Halten
47/100 Eher schwach
— 14. Juni 2026
31 Cameco Corporation CCJ · USA Cameco (CCJ.US / CCO.TO) Zen Horizon Research Report9. Juni 2026 Beobachten
47/100 Eher schwach
— 10. Juni 2026
32 W. R. Berkley Corporation WRB · USA W. R. Berkley Corporation Research from a Long-Term Business Owner's Perspective29. Mai 2026 Beobachten
47/100 Eher schwach
— 10. Juni 2026
33 TE Connectivity plc TEL · USA TE Connectivity Deep Value Investment Analysis27. Mai 2026 Beobachten
47/100 Eher schwach
61/100 11. Juni 2026
34 Targa Resources Corp. TRGP · USA In-Depth Value Analysis of Targa Resources26. Mai 2026 Beobachten
47/100 Eher schwach
14/100 11. Juni 2026
35 Prosus N.V. PRX · Amsterdam Prosus N.V.: A 38.4% NAV Discount, a Tencent-Funded Buyback, and No Conservative Margin of Safety20. August 2026 Halten
46/100 Eher schwach
72/100 20. August 2026
36 Jazz Pharmaceuticals plc JAZZ · USA Jazz Pharmaceuticals: A Fair Price for an Unfinished Second Act15. Juli 2026 Halten
46/100 Eher schwach
— 15. Juli 2026
37 Yageo Corporation 2327 · Taiwan Yageo Corporation Deep-Dive Research14. Juni 2026 Halten
46/100 Eher schwach
63/100 14. Juni 2026
38 Coupang, Inc. / Coupang CPNG · USA Coupang (CPNG.US) Zen Horizon Research Report10. Juni 2026 Beobachten
46/100 Eher schwach
— 10. Juni 2026
39 Rocket Lab Corporation RKLB · USA Rocket Lab (RKLB) Zen Horizon Research Report9. Juni 2026 Beobachten
46/100 Eher schwach
— 10. Juni 2026
40 Fabrinet FN · USA Fabrinet Zen Horizon Framework Deep-Dive Research8. Juni 2026 Beobachten
46/100 Eher schwach
73/100 10. Juni 2026
41 Horizon Robotics 9660 · Hongkong Horizon Robotics: A Zen Horizon Framework Deep-Dive4. Juni 2026 Beobachten
46/100 Eher schwach
— 10. Juni 2026
42 Equifax Inc. EFX · USA Equifax Inc. Deep Value Investment Research Report29. Mai 2026 Beobachten
46/100 Eher schwach
43/100 10. Juni 2026
43 McDonald's Corporation MCD · USA McDonald's: A Long-Term Owner's Perspective25. Mai 2026 Beobachten
46/100 Eher schwach
75/100 10. Juni 2026
44 Boston Scientific Corporation BSX · USA Boston Scientific BSX Investment Research from a Long-Term Business Owner's Perspective24. Mai 2026 Beobachten
46/100 Eher schwach
53/100 10. Juni 2026
45 Verisk Analytics, Inc. VRSK · USA Verisk Analytics Research from a Long-Term Owner's Perspective23. Mai 2026 Beobachten
46/100 Eher schwach
79/100 10. Juni 2026
46 NIO Inc. NIO · USA NIO Inc.: Vehicle Margin Reached 18.8% and Adjusted Operating Profit Turned Positive in the First Quarter of 2026 While GAAP Operating Income Stayed Negative5. August 2026 Beobachten
45/100 Eher schwach
— 5. August 2026
47 Phancy Group Co., Ltd. 6682 · Hongkong Phancy Group: Revenue Rose 35.6% to 7.135 Billion Yuan While Gross Margin Fell to 34.8% and Operating Cash Flow Stayed Negative for a Sixth Straight Year3. August 2026 Beobachten
45/100 Eher schwach
— 3. August 2026
48 SenseTime Group Inc. 0020 · Hongkong SenseTime Group: Generative AI Pivot and Valuation Reset14. Juni 2026 Beobachten
45/100 Eher schwach
— 15. Juni 2026
49 Accton Technology Corporation 2345 · Taiwan Accton Technology Tiefgehende Research-Analyse14. Juni 2026 Halten
45/100 Eher schwach
83/100 14. Juni 2026
50 Northrop Grumman Corporation NOC · USA Northrop Grumman: A Long-Term Owner's Perspective26. Mai 2026 Beobachten
45/100 Eher schwach
73/100 11. Juni 2026
51 American Tower Corporation AMT · USA American Tower: Long-Term Value Study of a Communications-Tower REIT23. Mai 2026 Beobachten
45/100 Eher schwach
78/100 11. Juni 2026
52 Arch Capital Group Ltd. ACGL · USA Arch Capital Group Ltd. Deep Value Research21. Mai 2026 Vorsichtiger Kauf
45/100 Eher schwach
— 10. Juni 2026
53 Shenzhou International Group Holdings Limited 2313 · Hongkong Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.581. September 2026 Halten
44/100 Eher schwach
78/100 1. September 2026
54 DICK'S Sporting Goods, Inc. DKS · USA DICK'S Sporting Goods: A 12.6% Core Margin, a Loss-Making Foot Locker, and 11.8 Times Earnings30. August 2026 Beobachten
44/100 Eher schwach
73/100 30. August 2026
55 Lamar Advertising Company LAMR · USA Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety27. August 2026 Halten
44/100 Eher schwach
71/100 29. August 2026
56 Simpson Manufacturing Co., Inc. SSD · USA Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17%19. August 2026 Halten
44/100 Eher schwach
81/100 19. August 2026
57 adidas AG ADS · XETRA adidas AG: Record Revenue, Record Doubt, and the Economics of a World Cup9. August 2026 Halten
44/100 Eher schwach
55/100 9. August 2026
58 MYR Group Inc. MYRG · USA MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings8. August 2026 Halten
44/100 Eher schwach
61/100 8. August 2026
59 Eckert & Ziegler SE EUZ · XETRA Eckert & Ziegler SE: A Better Business, Not Yet a Better Price15. Juli 2026 Halten
44/100 Eher schwach
76/100 15. Juli 2026
60 Black Sesame International Holding Limited 2533 · Hongkong Black Sesame International: Credible Challenger, Unproven Cash Conversion28. Juni 2026 Halten
44/100 Eher schwach
— 28. Juni 2026
61 Shenzhen LDROBOT Co., Ltd. 1236 · Hongkong LDROBOT In-Depth Research11. Juni 2026 Beobachten
44/100 Eher schwach
— 11. Juni 2026
62 Quanta Computer 2382 · Taiwan Quanta (2382.TW) Zen Horizon Research Report8. Juni 2026 Halten
44/100 Eher schwach
72/100 10. Juni 2026
63 Kratos Defense KTOS · USA Kratos Defense Zen Horizon Framework Deep-Dive Research7. Juni 2026 Beobachten
44/100 Eher schwach
— 10. Juni 2026
64 Pool Corporation POOL · USA Pool Corporation Value Investment Deep-Dive Report31. Mai 2026 Beobachten
44/100 Eher schwach
78/100 10. Juni 2026
65 Tapestry, Inc. TPR · USA Tapestry: A Deep-Dive Investment Study28. Mai 2026 Beobachten
44/100 Eher schwach
53/100 10. Juni 2026
66 L3Harris Technologies, Inc. LHX · USA L3Harris Technologies: A Deep-Dive Value Investing Analysis27. Mai 2026 Beobachten
44/100 Eher schwach
— 11. Juni 2026
67 Yum! Brands, Inc. YUM · USA Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective27. Mai 2026 Beobachten
44/100 Eher schwach
78/100 10. Juni 2026
68 Aon plc AON · USA Aon Risk and Human Capital Platform Study23. Mai 2026 Beobachten
44/100 Eher schwach
— 11. Juni 2026
69 AutoZone, Inc. AZO · USA AutoZone: Deep Research on Auto Aftermarket Retail23. Mai 2026 Beobachten
44/100 Eher schwach
85/100 10. Juni 2026
70 Weir PLC WEIR · LSE Weir PLC: 82% Aftermarket Revenue Meets 2.2x Leverage and a 15.2% ROCE, and £27.24 Already Prices the H2 Recovery8. September 2026 Halten
43/100 Eher schwach
43/100 8. September 2026
71 WD-40 Company WDFC · USA WD-40 Company: A Seven-Decade Brand, a Borrowed Quarter, and No Margin of Safety17. August 2026 Halten
43/100 Eher schwach
95/100 17. August 2026
72 Ferguson Enterprises Inc. FERG · USA Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries16. August 2026 Halten
43/100 Eher schwach
82/100 16. August 2026
73 Li Ning Company Limited 2331 · Hongkong Li Ning Company: 11 Times Trailing Earnings and Almost RMB20 Billion of Net Cash, Against a Q2 2026 Sell-Through Reversal8. August 2026 Halten
43/100 Eher schwach
75/100 8. August 2026
74 Unilever PLC ULVR · LSE Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of Safety3. August 2026 Halten
43/100 Eher schwach
83/100 3. August 2026
75 Envista Holdings Corporation NVST · USA Envista Holdings Corporation26. Juli 2026 Halten
43/100 Eher schwach
— 26. Juli 2026
76 XPeng Inc. XPEV · USA XPeng: A Genuine Margin Recovery, But the Stock No Longer Prices Like a Distressed Turnaround26. Juli 2026 Halten
43/100 Eher schwach
— 26. Juli 2026
77 Shenzhen Dobot Corp Ltd 2432 · Hongkong Shenzhen Dobot: Real Cobot Business, Unproven Humanoid Bet24. Juli 2026 Halten
43/100 Eher schwach
— 24. Juli 2026
78 Domino's Pizza Group, Inc. DPZ · USA Domino's Pizza Deep Value Investment Research31. Mai 2026 Beobachten
43/100 Eher schwach
78/100 10. Juni 2026
79 Allison Transmission Holdings, Inc. ALSN · USA Allison Transmission: A Reassessment During the Integration Phase28. Mai 2026 Halten
43/100 Eher schwach
84/100 10. Juni 2026
80 First Solar, Inc. FSLR · USA First Solar: A Deep Value-Investing Analysis28. Mai 2026 Beobachten
43/100 Eher schwach
24/100 10. Juni 2026
81 The Hershey Company HSY · USA The Hershey Company: A Deep-Dive Value Investing Study27. Mai 2026 Beobachten
43/100 Eher schwach
84/100 10. Juni 2026
82 Nokia Corporation NOK · USA Nokia (US-Listed) Deep-Dive Research · Zen Horizon Analysis27. Mai 2026 Beobachten
43/100 Eher schwach
— 10. Juni 2026
83 NIKE, Inc. NKE · USA NIKE In-Depth Value Investing Analysis26. Mai 2026 Beobachten
43/100 Eher schwach
92/100 11. Juni 2026
84 Broadridge Financial Solutions, Inc. BR · USA Broadridge Financial Solutions Deep-Dive Value Investing Analysis24. Mai 2026 Beobachten
43/100 Eher schwach
78/100 10. Juni 2026
85 PepsiCo, Inc. PEP · USA PepsiCo: A Long-Term Owner's Perspective Investment Study22. Mai 2026 Beobachten
43/100 Eher schwach
84/100 10. Juni 2026
86 Vistra Corp. VST · USA Vistra Corp.: A Deep Study from the Long-Term Owner's Perspective20. Mai 2026 Beobachten
43/100 Eher schwach
16/100 10. Juni 2026
87 Revolve Group, Inc. RVLV · USA Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income13. September 2026 Beobachten
42/100 Eher schwach
81/100 13. September 2026
88 Yutong Bus Co., Ltd. 600066 · Shanghai Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value27. August 2026 Halten
42/100 Eher schwach
67/100 27. August 2026
89 Restaurant Brands International Inc. QSR · USA Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.5725. August 2026 Halten
42/100 Eher schwach
71/100 25. August 2026
90 Check Point Software Technologies Ltd. CHKP · USA Check Point: A High-Margin Cash Engine Whose Growth Gap Is Not Yet in the Price16. August 2026 Beobachten
42/100 Eher schwach
97/100 16. August 2026
91 Semiconductor Manufacturing International Corporation 0981 · Hongkong SMIC: Strategic Scarcity Is Proven, but Has the Capital Cycle Started Paying Its Way?8. August 2026 Halten
42/100 Eher schwach
— 8. August 2026
92 Schaeffler AG SHA · XETRA Schaeffler: More Interesting Than Its Multiple, but Not Yet Safer Than It Implies29. Juni 2026 Beobachten
42/100 Eher schwach
— 29. Juni 2026
93 Games Workshop Group PLC GAW · LSE Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence26. Juni 2026 Halten
42/100 Eher schwach
94/100 26. Juni 2026
94 Tractor Supply Company TSCO · USA Tractor Supply Deep Value Investment Research30. Mai 2026 Beobachten
42/100 Eher schwach
74/100 10. Juni 2026
95 Fox Corporation FOX · USA Fox Corporation: A Deep Value Investing Analysis29. Mai 2026 Beobachten
42/100 Eher schwach
74/100 10. Juni 2026
96 The Brink's Company BCO · USA Brink's: A 9.1% Owner-Earnings Yield and 14 Straight Quarters of AMS/DRS Growth Meet a $7.3 Billion Pro-Forma Net-Debt Bet on NCR Atleos18. September 2026 Beobachten
41/100 Eher schwach
57/100 18. September 2026
97 Zhejiang Dahua Technology Co., Ltd. 002236 · Shenzhen Dahua: 10% H1 Growth and a 43% Gross Margin Are Real, but CNY 15.72 Sits Above Conservative Value While FCC Component Rules and a CNY 8.568bn Inventory Build Leave No Margin of Safety17. September 2026 Halten
41/100 Eher schwach
70/100 17. September 2026
98 Kering SA KER · Paris Kering SA: Flat H1 Recurring Operating Income of EUR 921m Was Bought With EUR 240m of Cost Cuts Against EUR 239m of Lost Gross Profit, and EUR 244.40 Sits Above the EUR 232 Conservative Value9. September 2026 Beobachten
41/100 Eher schwach
— 9. September 2026
99 Hundsun Technologies Inc. 600570 · Shanghai Hundsun Technologies: 2026 H1 Revenue Fell 11.6% While Profit Rose 0.69%, Associates Supplied CNY106.3m of Q1 Investment Income, and CNY22.12 Leaves No Conservative Margin of Safety16. August 2026 Halten
41/100 Eher schwach
71/100 16. August 2026
100 Lockheed Martin Corporation LMT · USA Lockheed Martin: Backlog Rose 36.8 Billion Dollars in Six Months, Mostly on a Single THAAD Action, While 19.2 Times Guided Earnings Leaves No Margin of Safety3. August 2026 Halten
41/100 Eher schwach
76/100 3. August 2026

Data and methodology: the Growth Score is the sum of ten question scores of 0–10 each (0–100 total); see our methodology for the scoring standards and process. The board updates as new reports are published. When citing this data, please credit Zen Horizon (zh.app).