| 101 |
Prosus N.V.
PRX · Amsterdam
|
$92B |
72/100
Strong
|
46/100 |
23.9%low 13.0% |
10 yr+ |
0.1× |
37% |
Prosus N.V.: A 38.4% NAV Discount, a Tencent-Funded Buyback, and No Conservative Margin of SafetyAug 20, 2026 · Hold |
FY2026 |
| 102 |
Waste Management Inc
WM · US
|
$91B |
72/100
Strong
|
44/100 |
28.1%low 20.1% |
10 yr+ |
2.3× |
28% |
WM: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 103 |
Ross Stores Inc
ROST · US
|
$81B |
72/100
Strong
|
43/100 |
37.4%low 2.6% |
10 yr+ |
0.1× |
27% |
Ross Stores: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2026 |
| 104 |
KDDI Corp PK
KDDIY · US
|
$65B |
72/100
Strong
|
36/100 |
14.1%low 12.1% |
10 yr+ |
0.8× |
44% |
KDDI From a Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2026 |
| 105 |
Keysight Technologies Inc
KEYS · US
|
$55B |
72/100
Strong
|
49/100 |
17.3%low 4.4% |
10 yr+ |
0.2× |
60% |
Keysight Technologies Investment Value Deep-DiveMay 27, 2026 · Watch |
FY2025 |
| 106 |
Quanta Computer Inc
2382 · Taiwan
|
$52B |
72/100
Strong
|
44/100 |
18.0%low 10.8% |
10 yr+ |
0.5× |
6% |
Quanta (2382.TW) Zen Horizon Research ReportJun 8, 2026 · Hold |
FY2025 |
| 107 |
Autodesk Inc
ADSK · US
|
$49B |
72/100
Strong
|
52/100 |
32.5%low -79.0% |
7 yr |
0.0× |
89% |
Autodesk: A Deep Value Investment AnalysisMay 21, 2026 · Watch |
FY2026 |
| 108 |
CBRE Group Inc Class A
CBRE · US
|
$43B |
72/100
Strong
|
44/100 |
16.5%low 10.6% |
10 yr+ |
0.9× |
21% |
CBRE Group: An In-Depth Value Investing AnalysisMay 24, 2026 · Watch |
FY2025 |
| 109 |
ACS Actividades de Construccion y Servicios SA
ACS · MC
|
$32B |
72/100
Strong
|
44/100 |
20.8%low 12.0% |
10 yr+ |
0.4× |
30% |
ACS Equity Research: Construction Scale, AI Infrastructure, and the Cost of a Re-ratingAug 21, 2026 · Hold |
FY2025 |
| 110 |
Sungrow Power Supply Co Ltd
300274 · Shenzhen
|
$30B |
72/100
Strong
|
51/100 |
18.6%low 9.3% |
10 yr+ |
Net cash |
25% |
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%Aug 2, 2026 · Watch |
FY2025 |
| 111 |
JB Hunt Transport Services Inc
JBHT · US
|
$26B |
72/100
Strong
|
40/100 |
23.3%low 14.2% |
10 yr+ |
0.5× |
16% |
J.B. Hunt Deep Value Investment ResearchMay 29, 2026 · Watch |
FY2025 |
| 112 |
ITT Inc
ITT · US
|
$18B |
72/100
Strong
|
41/100 |
13.5%low 3.4% |
10 yr+ |
Net cash |
33% |
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 ValueSep 16, 2026 · Hold |
FY2025 |
| 113 |
Mueller Industries Inc
MLI · US
|
$15B |
72/100
Strong
|
37/100 |
23.4%low 11.1% |
10 yr+ |
Net cash |
21% |
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative ValueAug 31, 2026 · Hold |
FY2025 |
| 114 |
Nova Ltd
NVMI · US
|
$12B |
72/100
Strong
|
51/100 |
17.1%low 5.5% |
10 yr+ |
Net cash |
56% |
Nova: Record Q2 Revenue of $255 Million and 26% Guided Growth, but 45x Trailing GAAP Earnings Leave No Margin of SafetyAug 25, 2026 · Hold |
FY2025 |
| 115 |
FTI Consulting Inc
FCN · US
|
$4.4B |
72/100
Strong
|
39/100 |
12.8%low 7.1% |
10 yr+ |
0.2× |
33% |
FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed BuybacksAug 19, 2026 · Hold |
FY2025 |
| 116 |
Merck & Company Inc
MRK · US
|
$307B |
71/100
Strong
|
46/100 |
24.4%low 1.0% |
10 yr+ |
0.7× |
70% |
Merck & Co.: KEYTRUDA and QLEX Generated 50.4% of Second-Quarter Revenue While Subcutaneous Sales Rose to 463 Million Dollars Before the 2028 Patent CliffAug 5, 2026 · Hold |
FY2025 |
| 117 |
International Business Machines
IBM · US
|
$211B |
71/100
Strong
|
46/100 |
34.1%low 7.5% |
10 yr+ |
1.6× |
52% |
IBM Long-Term Owner's Perspective ResearchMay 25, 2026 · Watch |
FY2025 |
| 118 |
Abbott Laboratories
ABT · US
|
$183B |
71/100
Strong
|
47/100 |
13.6%low 1.5% |
10 yr+ |
0.1× |
52% |
Abbott Laboratories Long-Term Value Investment ResearchMay 21, 2026 · Watch |
FY2025 |
| 119 |
Blackstone Group Inc
BX · US
|
$159B |
71/100
Strong
|
52/100 |
27.9%low 15.7% |
10 yr+ |
1.2× |
96% |
Blackstone: A Deep Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 120 |
CME Group Inc
CME · US
|
$96B |
71/100
Strong
|
47/100 |
10.8%low 7.5% |
10 yr+ |
Net cash |
84% |
CME Group Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 121 |
United Rentals Inc
URI · US
|
$67B |
71/100
Strong
|
45/100 |
30.1%low 19.6% |
10 yr+ |
1.8× |
37% |
United Rentals: A Deep Value Investment StudyMay 27, 2026 · Watch |
FY2025 |
| 122 |
UCB SA
UCB · BR
|
$45B |
71/100
Strong
|
50/100 |
10.2%low 3.8% |
10 yr+ |
Net cash |
71% |
UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-RatedJun 29, 2026 · Hold |
FY2025 |
| 123 |
Restaurant Brands International Inc
QSR · US
|
$34B |
71/100
Strong
|
42/100 |
30.1%low 12.3% |
10 yr+ |
4.5× |
44% |
Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.57Aug 25, 2026 · Hold |
FY2025 |
| 124 |
PulteGroup Inc
PHM · US
|
$24B |
71/100
Strong
|
39/100 |
21.1%low 10.8% |
10 yr+ |
0.0× |
23% |
PulteGroup Value Investing Research ReportMay 29, 2026 · Watch |
FY2025 |
| 125 |
Lamar Advertising Company
LAMR · US
|
$16B |
71/100
Strong
|
44/100 |
33.7%low 20.2% |
10 yr+ |
6.0× |
63% |
Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of SafetyAug 27, 2026 · Hold |
FY2025 |
| 126 |
IES Holdings Inc
IESC · US
|
$15B |
71/100
Strong
|
48/100 |
20.4%low -6.4% |
7 yr |
Net cash |
19% |
IES Holdings: Backlog Nearly Doubled to $4.5 Billion While 38% Sits Outside Enforceable RPO, and at $768.43 the Shares Run 79% to 102% Above Conservative Fair ValueAug 7, 2026 · Watch |
FY2025 |
| 127 |
Solventum Corp.
SOLV · US
|
$15B |
71/100
Strong
|
39/100 |
16.4%low 11.4% |
6 yr |
0.8× |
57% |
Solventum Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 128 |
Carlisle Companies Incorporated
CSL · US
|
$14B |
71/100
Strong
|
38/100 |
24.7%low 10.1% |
10 yr+ |
1.0× |
32% |
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 MarginAug 6, 2026 · Hold |
FY2025 |
| 129 |
Toll Brothers Inc
TOL · US
|
$14B |
71/100
Strong
|
37/100 |
15.1%low 9.0% |
10 yr+ |
0.2× |
23% |
Toll Brothers Deep-Dive ResearchJun 15, 2026 · Hold |
FY2025 |
| 130 |
Guangdong Haid Group Co Ltd
002311 · Shenzhen
|
$11B |
71/100
Strong
|
47/100 |
16.7%low 11.3% |
10 yr+ |
Net cash |
10% |
Haid Group: Feed Gross Profit Rose CNY 0.55 Billion, Farming Gross Profit Fell CNY 1.46 Billion, and CNY 46.24 Offers No Conservative Margin of SafetyAug 31, 2026 · Hold |
FY2025 |
| 131 |
Hundsun Technologies Inc
600570 · Shanghai
|
$6.1B |
71/100
Strong
|
41/100 |
18.1%low 0.8% |
10 yr+ |
Net cash |
82% |
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 SafetyAug 16, 2026 · Hold |
FY2025 |
| 132 |
MediaTek Inc
2454 · Taiwan
|
$226B |
70/100
Strong
|
50/100 |
17.2%low 7.4% |
10 yr+ |
Net cash |
41% |
MediaTek (2454.TW) Zen Horizon Framework Deep-Dive ResearchJun 9, 2026 · Watch |
FY2025 |
| 133 |
Booking Holdings Inc
BKNG · US
|
$149B |
70/100
Strong
|
44/100 |
32.6%low 1.2% |
10 yr+ |
— |
99% |
Booking Holdings: A Deep Value Investing AnalysisMay 21, 2026 · Cautious Buy |
FY2025 |
| 134 |
Starbucks Corporation
SBUX · US
|
$120B |
70/100
Strong
|
40/100 |
45.0%‡low 12.5% |
10 yr+ |
— |
27% |
Starbucks Corporation: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2025 |
| 135 |
Comcast Corp
CMCSA · US
|
$85B |
70/100
Strong
|
42/100 |
17.2%low 6.6% |
10 yr+ |
1.0× |
69% |
Comcast: A Deep Value-Investing AnalysisMay 21, 2026 · Cautious Buy |
FY2025 |
| 136 |
Kroger Company
KR · US
|
$37B |
70/100
Strong
|
39/100 |
25.1%low 17.1% |
10 yr+ |
3.4× |
22% |
Kroger Deep Value Investment ResearchMay 27, 2026 · Watch |
FY2026 |
| 137 |
Shaanxi Coal Industry Co Ltd
601225 · Shanghai
|
$34B |
70/100
Strong
|
31/100 |
21.6%low 8.0% |
10 yr+ |
Net cash |
38% |
Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the PriceAug 20, 2026 · Hold |
FY2025 |
| 138 |
Bureau Veritas SA
BVI · Paris
|
$13B |
70/100
Strong
|
47/100 |
27.2%low 10.1% |
10 yr+ |
1.0× |
30% |
Bureau Veritas: Quality TIC, Priced for ReaccelerationJun 17, 2026 · Hold |
FY2025 |
| 139 |
Tsingtao Brewery Co Ltd
600600 · Shanghai
|
$11B |
70/100
Strong
|
27/100 |
11.6%low 6.4% |
10 yr+ |
Net cash |
38% |
Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative ValueSep 5, 2026 · Hold |
FY2025 |
| 140 |
AptarGroup Inc
ATR · US
|
$8.5B |
70/100
Strong
|
38/100 |
14.1%low 11.6% |
10 yr+ |
0.4× |
35% |
AptarGroup: Pharma Carries the Profit, the Price Leaves No CushionAug 26, 2026 · Hold |
FY2025 |
| 141 |
Zhejiang Dahua Technology Co Ltd
002236 · Shenzhen
|
$7.7B |
70/100
Strong
|
41/100 |
16.8%low 8.1% |
10 yr+ |
Net cash |
45% |
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 SafetySep 17, 2026 · Hold |
FY2025 |
| 142 |
Valmet Oyj
VALMT · HE
|
$5.2B |
70/100
Strong
|
41/100 |
15.0%low 9.3% |
10 yr+ |
0.3× |
24% |
Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly PricedSep 2, 2026 · Hold |
FY2025 |
| 143 |
Science Applications International Corporation Common Stock
SAIC · US
|
$5.0B |
70/100
Strong
|
31/100 |
24.3%low 9.1% |
10 yr+ |
1.7× |
11% |
SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative ValueAug 26, 2026 · Hold |
FY2026 |
| 144 |
Auras Technology Co Ltd
3324 · TWO
|
$3.3B |
70/100
Strong
|
50/100 |
21.2%low 10.1% |
10 yr+ |
Net cash |
20% |
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling StackJun 20, 2026 · Hold |
FY2025 |
| 145 |
Walmart Inc.
WMT · US
|
$885B |
69/100
Strong
|
46/100 |
16.0%low 8.4% |
10 yr+ |
0.6× |
25% |
Walmart Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2026 |
| 146 |
Thermo Fisher Scientific Inc
TMO · US
|
$213B |
69/100
Strong
|
47/100 |
13.3%low 8.8% |
10 yr+ |
0.5× |
44% |
Thermo Fisher: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 147 |
Eaton Corporation PLC
ETN · US
|
$150B |
69/100
Strong
|
46/100 |
15.3%low 9.4% |
10 yr+ |
0.5× |
40% |
Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of SafetyAug 5, 2026 · Hold |
FY2025 |
| 148 |
China Yangtze Power Co Ltd
600900 · Shanghai
|
$100B |
69/100
Strong
|
39/100 |
14.7%low 10.4% |
10 yr+ |
1.3× |
59% |
China Yangtze Power: Six Dams, a 70% Payout Floor, and Why 15.5x Owner Earnings Still Leaves No Margin of SafetyAug 20, 2026 · Hold |
FY2025 |
| 149 |
EQT AB (publ)
EQT · ST
|
$41B |
69/100
Strong
|
48/100 |
21.8%low 2.2% |
10 yr+ |
Net cash |
62% |
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 SOTPSep 23, 2026 · Hold |
FY2025 |
| 150 |
Woodward Inc
WWD · US
|
$21B |
69/100
Strong
|
30/100 |
13.2%low 9.0% |
10 yr+ |
0.2× |
25% |
Woodward: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2025 |
| 151 |
New York Times Company
NYT · US
|
$12B |
69/100
Strong
|
50/100 |
10.6%low 0.5% |
10 yr+ |
Net cash |
51% |
The New York Times: Bundle Economics at Full ValueJun 17, 2026 · Hold |
FY2025 |
| 152 |
Shenzhen Transsion Holdings Co Ltd
688036 · Shanghai
|
$10B |
69/100
Strong
|
41/100 |
20.3%low 3.2% |
10 yr+ |
Net cash |
21% |
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 ValueAug 27, 2026 · Hold |
FY2025 |
| 153 |
InterDigital Inc
IDCC · US
|
$7.9B |
69/100
Strong
|
38/100 |
21.2%low 2.7% |
10 yr+ |
Net cash |
74% |
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative CeilingSep 16, 2026 · Hold |
FY2025 |
| 154 |
MSA Safety
MSA · US
|
$7.3B |
69/100
Strong
|
44/100 |
14.7%low 2.6% |
10 yr+ |
0.3× |
45% |
MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy CeilingSep 17, 2026 · Hold |
FY2025 |
| 155 |
Zhejiang Weiming Environment Protection Co Ltd
603568 · Shanghai
|
$4.4B |
69/100
Strong
|
42/100 |
20.2%low 14.8% |
10 yr+ |
0.3× |
54% |
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 MarginSep 25, 2026 · Hold |
FY2025 |
| 156 |
Morgan Stanley
MS · US
|
$331B |
68/100
Strong
|
46/100 |
11.1%low 7.9% |
10 yr+ |
Net cash |
77% |
Morgan Stanley Deep Value Investment Research ReportMay 25, 2026 · Watch |
FY2025 |
| 157 |
Charles Schwab Corp
SCHW · US
|
$183B |
68/100
Strong
|
44/100 |
13.7%low 5.9% |
10 yr+ |
Net cash |
90% |
Charles Schwab: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 158 |
Schneider Electric S.E.
SU · Paris
|
$176B |
68/100
Strong
|
45/100 |
12.5%low 8.5% |
10 yr+ |
0.6× |
40% |
Schneider Electric (SU.PA) Zen Horizon Research ReportJun 5, 2026 · Watch |
FY2025 |
| 159 |
Norfolk Southern Corporation
NSC · US
|
$75B |
68/100
Strong
|
32/100 |
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern: A Deep Value Investment AnalysisMay 26, 2026 · Watch |
FY2025 |
| 160 |
H & M Hennes & Mauritz AB (publ)
HM-B · ST
|
$30B |
68/100
Strong
|
32/100 |
20.2%low 2.3% |
10 yr+ |
2.4× |
52% |
H&M: The Margin Repair Is Real, the Growth Engine Is Not, and 23.8x Leaves No CushionAug 20, 2026 · Hold |
FY2025 |
| 161 |
Pop Mart International Group Ltd
9992 · HK
|
$27B |
68/100
Strong
|
52/100 |
26.0%low 2.0% |
9 yr |
Net cash |
61% |
Pop Mart: A Deep Long-Term Value StudyMay 19, 2026 · Watch |
FY2025 |
| 162 |
Chow Tai Fook Jewellery Group Ltd
1929 · HK
|
$16B |
68/100
Strong
|
41/100 |
18.2%low 9.6% |
10 yr+ |
0.7× |
27% |
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair ValueJun 25, 2026 · Hold |
FY2026 |
| 163 |
Wise Group plc Class A Ordinary Shares
WSE · US
|
$12B |
68/100
Strong
|
52/100 |
16.5%low 5.8% |
10 yr+ |
Net cash |
66% |
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 SafetyAug 31, 2026 · Hold |
FY2026 |
| 164 |
Valmont Industries Inc
VMI · US
|
$9.4B |
68/100
Strong
|
41/100 |
14.7%low 8.9% |
10 yr+ |
0.5× |
27% |
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 SafetySep 18, 2026 · Hold |
FY2025 |
| 165 |
Sunny Optical Technology Group Co Ltd
2382 · HK
|
$7.7B |
68/100
Strong
|
47/100 |
22.0%low 4.9% |
10 yr+ |
Net cash |
20% |
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 62.60Aug 27, 2026 · Watch |
FY2025 |
| 166 |
AutoNation Inc
AN · US
|
$7.1B |
68/100
Strong
|
39/100 |
29.7%low 11.8% |
10 yr+ |
4.3× |
17% |
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of SafetySep 1, 2026 · Hold |
FY2025 |
| 167 |
Enersys
ENS · US
|
$6.8B |
68/100
Strong
|
39/100 |
12.7%low 9.3% |
10 yr+ |
0.4× |
26% |
EnerSys: A Phasing-Down Tax Credit Supplies 39% of Adjusted EPS, So 17 Times Headline Earnings Is Really 28 Times the Industrial BusinessSep 21, 2026 · Hold |
FY2026 |
| 168 |
ENN Energy Holdings Ltd
2688 · HK
|
$6.7B |
68/100
Strong
|
39/100 |
16.5%low 12.3% |
10 yr+ |
0.2× |
15% |
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 CeilingSep 16, 2026 · Cautious Buy |
FY2025 |
| 169 |
Amgen Inc
AMGN · US
|
$208B |
67/100
Strong
|
43/100 |
51.4%low 7.8% |
10 yr+ |
5.3× |
76% |
Amgen Inc. Deep-Dive Value Investing AnalysisMay 21, 2026 · Watch |
FY2025 |
| 170 |
The TJX Companies Inc
TJX · US
|
$174B |
67/100
Strong
|
43/100 |
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2026 |
| 171 |
Gilead Sciences Inc
GILD · US
|
$162B |
67/100
Strong
|
47/100 |
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences In-Depth Value Investment ResearchMay 22, 2026 · Watch |
FY2025 |
| 172 |
Compagnie Financière Richemont SA
CFR · SW
|
$143B |
67/100
Strong
|
48/100 |
9.6%low 1.7% |
10 yr+ |
Net cash |
64% |
Compagnie Financière Richemont SA: Jewellery Earns EUR 5.04bn of Operating Profit While Watchmakers Earn EUR 107m, and CHF 183.65 Sits 18% Above the Conservative ValueSep 9, 2026 · Hold |
FY2026 |
| 173 |
Republic Services Inc
RSG · US
|
$65B |
67/100
Strong
|
45/100 |
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services: An In-Depth Value StudyMay 26, 2026 · Watch |
FY2025 |
| 174 |
State Street Corp
STT · US
|
$51B |
67/100
Strong
|
42/100 |
9.9%low 8.2% |
10 yr+ |
Net cash |
84% |
State Street Corporation: In-Depth Value Investing ResearchMay 27, 2026 · Watch |
FY2025 |
| 175 |
ASM International NV
ASM · Amsterdam
|
$42B |
67/100
Strong
|
45/100 |
16.8%low 6.7% |
10 yr+ |
Net cash |
47% |
ASM International Deep Value Investment AnalysisJun 4, 2026 · Watch |
FY2025 |
| 176 |
ASSA ABLOY AB (publ)
ASSA-B · ST
|
$42B |
67/100
Strong
|
48/100 |
14.4%low 5.3% |
10 yr+ |
0.6× |
40% |
ASSA ABLOY: Goodwill and Intangibles Reach 133% of Equity, Fully Loaded ROIC Is 10-11% Against 14.4% Reported, and 24 Times Earnings Leaves No Margin of SafetySep 22, 2026 · Hold |
FY2025 |
| 177 |
Lenovo Group
0992 · HK
|
$38B |
67/100
Strong
|
43/100 |
21.6%low -3.0% |
8 yr |
0.0× |
16% |
Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive ResearchJun 9, 2026 · Watch |
FY2026 |
| 178 |
Asia Vital Components Co Ltd
3017 · Taiwan
|
$33B |
67/100
Strong
|
49/100 |
20.3%low 8.1% |
10 yr+ |
Net cash |
17% |
Asia Vital Components: Deep-Dive Research Using the Zen Horizon FrameworkJun 5, 2026 · Watch |
FY2025 |
| 179 |
Cboe Global Markets Inc
CBOE · US
|
$32B |
67/100
Strong
|
47/100 |
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets In-Depth Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 180 |
Hexagon AB (publ)
HEXA-B · ST
|
$25B |
67/100
Strong
|
50/100 |
10.6%low 6.0% |
10 yr+ |
0.3× |
64% |
Hexagon AB (HEXA-B.ST) Zen Horizon Deep-Dive Research ReportJun 9, 2026 · Watch |
FY2025 |
| 181 |
Principal Financial Group Inc
PFG · US
|
$24B |
67/100
Strong
|
41/100 |
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group: A Long-Term Business Owner's PerspectiveMay 29, 2026 · Watch |
FY2025 |
| 182 |
Super Micro Computer Inc
SMCI · US
|
$18B |
67/100
Strong
|
42/100 |
15.8%low 5.5% |
10 yr+ |
Net cash |
15% |
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance DiscountMay 28, 2026 · Watch |
FY2025 |
| 183 |
Gaming & Leisure Properties
GLPI · US
|
$13B |
67/100
Strong
|
37/100 |
16.9%low 11.9% |
10 yr+ |
1.6× |
87% |
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the RentSep 14, 2026 · Hold |
FY2025 |
| 184 |
Zhengzhou Yutong Bus Co Ltd
600066 · Shanghai
|
$10.0B |
67/100
Strong
|
42/100 |
16.7%low 3.4% |
10 yr+ |
Net cash |
23% |
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 ValueAug 27, 2026 · Hold |
FY2025 |
| 185 |
SG Micro Corp
300661 · Shenzhen
|
$9.1B |
67/100
Strong
|
48/100 |
17.3%low 7.3% |
10 yr+ |
Net cash |
46% |
SG Micro: 42.7% H1 Growth at a 51.84% Gross Margin Proves Share and Content Gains, but the A Share at CNY 120.55 Is 105x Trailing Earnings and Above the CNY 89 Base ValueSep 28, 2026 · Watch |
FY2025 |
| 186 |
SCHOTT Pharma AG & Co. KGaA
1SXP · XETRA
|
$2.9B |
67/100
Strong
|
35/100 |
20.6%low 16.4% |
6 yr |
— |
35% |
SCHOTT Pharma: A GLP-1 Boom Priced by the Dose, Not the Drug, and a Capacity Bill That Has Yet to Prove Its ReturnAug 6, 2026 · Hold |
FY2025 |
| 187 |
PACCAR Inc
PCAR · US
|
$70B |
66/100
Strong
|
40/100 |
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR IncMay 22, 2026 · Watch |
FY2025 |
| 188 |
Cencora Inc.
COR · US
|
$61B |
66/100
Strong
|
42/100 |
50.8%low 20.1% |
5 yr |
4.2× |
3% |
Cencora Deep-Dive Value Investment AnalysisMay 27, 2026 · Watch |
FY2025 |
| 189 |
Danone SA
BN · Paris
|
$47B |
66/100
Strong
|
40/100 |
11.2%low 5.4% |
10 yr+ |
0.5× |
49% |
Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of SafetyAug 20, 2026 · Hold |
FY2025 |
| 190 |
Roper Technologies Inc
ROP · US
|
$39B |
66/100
Strong
|
48/100 |
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Cautious Buy |
FY2025 |
| 191 |
Caseys General Stores Inc
CASY · US
|
$32B |
66/100
Strong
|
42/100 |
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores In-Depth Value Investing AnalysisMay 24, 2026 · Watch |
FY2026 |
| 192 |
Kuehne & Nagel
KNIN · SW
|
$31B |
66/100
Strong
|
39/100 |
40.7%low 31.8% |
10 yr+ |
1.5× |
17% |
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 SafetySep 22, 2026 · Hold |
FY2025 |
| 193 |
VeriSign Inc
VRSN · US
|
$26B |
66/100
Strong
|
47/100 |
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's PerspectiveMay 28, 2026 · Watch |
FY2025 |
| 194 |
Sterling Infrastructure, Inc.
STRL · US
|
$18B |
66/100
Strong
|
44/100 |
16.9%low -8.6% |
9 yr |
Net cash |
14% |
Sterling Infrastructure: A 49% Organic Quarter, a 50% Drawdown, and Still 25 Times 2026 EarningsAug 27, 2026 · Hold |
FY2025 |
| 195 |
Zangge Holding Co Ltd
000408 · Shenzhen
|
$18B |
66/100
Strong
|
31/100 |
18.2%low 2.9% |
10 yr+ |
Net cash |
61% |
Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for ItSep 4, 2026 · Hold |
FY2025 |
| 196 |
Gartner Inc
IT · US
|
$10B |
66/100
Strong
|
49/100 |
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment ResearchMay 31, 2026 · Cautious Buy |
FY2025 |
| 197 |
Shenzhen Envicool Technology Co Ltd
002837 · Shenzhen
|
$8.3B |
66/100
Strong
|
47/100 |
12.9%low 10.0% |
10 yr+ |
Net cash |
32% |
Envicool Deep-Dive ResearchJun 14, 2026 · Watch |
FY2025 |
| 198 |
Oracle Corporation
ORCL · US
|
$374B |
65/100
Strong
|
52/100 |
46.3%low 7.8% |
10 yr+ |
2.9× |
76% |
Oracle CorporationJul 28, 2026 · Hold |
FY2026 |
| 199 |
Hon Hai Precision Industry Co Ltd
2317 · Taiwan
|
$131B |
65/100
Strong
|
38/100 |
10.4%low 7.8% |
10 yr+ |
Net cash |
6% |
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive ResearchJun 5, 2026 · Hold |
FY2025 |
| 200 |
McKesson Corporation
MCK · US
|
$101B |
65/100
Strong
|
44/100 |
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2026 |