| 101 |
Vulcan Materials Company
VMC · USA
|
$35B |
56/100
Mittel
|
43/100 |
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing Analysis28. Mai 2026 · Watch |
FY2025 |
| 102 |
Incyte Corporation
INCY · USA
|
$24B |
56/100
Mittel
|
47/100 |
8.8%low -19.2% |
5 yr |
Net cash |
94% |
Incyte Zen Horizon Analysis Report28. Mai 2026 · Watch |
FY2025 |
| 103 |
Ralph Lauren Corp Class A
RL · USA
|
$23B |
56/100
Mittel
|
44/100 |
15.8%low -4.6% |
5 yr |
0.3× |
64% |
Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business Owner29. Mai 2026 · Watch |
FY2026 |
| 104 |
WuXi Biologics
2269 · Hongkong
|
$20B |
56/100
Mittel
|
52/100 |
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount12. Juni 2026 · Hold |
FY2025 |
| 105 |
Qinghai Salt Lake Industry Co.Ltd
000792 · Shenzhen
|
$20B |
56/100
Mittel
|
— |
19.1%low -22.7% |
6 yr |
Net cash |
45% |
— |
FY2025 |
| 106 |
Accelink Technologies Co Ltd
002281 · Shenzhen
|
$20B |
56/100
Mittel
|
44/100 |
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation14. Juni 2026 · Avoid |
FY2025 |
| 107 |
Hwatsing Technology Co. Ltd. A
688120 · Shanghai
|
$18B |
56/100
Mittel
|
43/100 |
15.8%low 10.5% |
6 yr |
— |
43% |
Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already Won5. Juli 2026 · Avoid |
FY2025 |
| 108 |
Neurocrine Biosciences Inc
NBIX · USA
|
$17B |
56/100
Mittel
|
— |
1.8%low -44.8% |
8 yr |
Net cash |
99% |
— |
FY2025 |
| 109 |
Jones Lang LaSalle Incorporated
JLL · USA
|
$16B |
56/100
Mittel
|
— |
9.9%low 3.6% |
10 yr+ |
0.4× |
64% |
— |
FY2025 |
| 110 |
Will Semiconductor Co Ltd
603501 · Shanghai
|
$16B |
56/100
Mittel
|
— |
13.2%low 2.6% |
10 yr+ |
Net cash |
25% |
— |
FY2025 |
| 111 |
Nextracker Inc. Class A Common Stock
NXT · USA
|
$14B |
56/100
Mittel
|
41/100 |
25.2%low -0.4% |
7 yr |
Net cash |
21% |
Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be Earned25. August 2026 · Hold |
FY2026 |
| 112 |
Moog Inc
MOG-A · USA
|
$12B |
56/100
Mittel
|
35/100 |
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View Research3. Juni 2026 · Watch |
FY2025 |
| 113 |
Trelleborg AB (publ)
TREL-B · ST
|
$10B |
56/100
Mittel
|
33/100 |
12.4%low -0.7% |
6 yr |
0.2× |
34% |
Trelleborg: A Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2025 |
| 114 |
Qualcomm Incorporated
QCOM · USA
|
$155B |
55/100
Mittel
|
46/100 |
-17.1%low -534.9% |
7 yr |
0.2× |
58% |
Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount?7. August 2026 · Hold |
FY2025 |
| 115 |
Ecolab Inc
ECL · USA
|
$78B |
55/100
Mittel
|
47/100 |
14.7%low -19.5% |
5 yr |
0.9× |
42% |
Ecolab Deep Value Investment Analysis26. Mai 2026 · Watch |
FY2025 |
| 116 |
Vinci S.A.
DG · Paris
|
$73B |
55/100
Mittel
|
44/100 |
14.5%low 5.9% |
10 yr+ |
0.6× |
18% |
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 203611. September 2026 · Hold |
FY2025 |
| 117 |
Kenvue Inc.
KVUE · USA
|
$37B |
55/100
Mittel
|
41/100 |
9.1%low -4.8% |
5 yr |
0.7× |
56% |
Kenvue Inc: In-Depth Value Investing Analysis28. Mai 2026 · Watch |
FY2025 |
| 118 |
Wanhua Chemical Group Co Ltd
600309 · Shanghai
|
$33B |
55/100
Mittel
|
— |
27.3%low 13.8% |
10 yr+ |
0.7× |
33% |
— |
FY2025 |
| 119 |
DexCom Inc
DXCM · USA
|
$31B |
55/100
Mittel
|
48/100 |
9.5%low -23.1% |
7 yr |
Net cash |
65% |
DexCom Investment Research Report22. Mai 2026 · Watch |
FY2025 |
| 120 |
Zoom Video Communications Inc
ZM · USA
|
$28B |
55/100
Mittel
|
— |
10.6%low -0.0% |
8 yr |
Net cash |
77% |
— |
FY2026 |
| 121 |
VERBUND AG
VER · VI
|
$22B |
55/100
Mittel
|
— |
13.8%low 6.0% |
10 yr+ |
0.2× |
43% |
— |
FY2025 |
| 122 |
OmniVision Integrated Circuits Group, Inc.
0501 · Hongkong
|
$14B |
55/100
Mittel
|
— |
12.6%low 2.6% |
10 yr+ |
Net cash |
26% |
— |
FY2025 |
| 123 |
Orient Overseas International Ltd
0316 · Hongkong
|
$13B |
55/100
Mittel
|
— |
18.2%low -4.9% |
9 yr |
Net cash |
21% |
— |
FY2025 |
| 124 |
SPX Corp
SPXC · USA
|
$11B |
55/100
Mittel
|
— |
10.5%low -44.5% |
9 yr |
0.1× |
34% |
— |
FY2025 |
| 125 |
Interactive Brokers Group Inc
IBKR · USA
|
$149B |
54/100
Mittel
|
52/100 |
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's View25. Mai 2026 · Watch |
FY2025 |
| 126 |
GIGADEVICE
3986 · Hongkong
|
$66B |
54/100
Mittel
|
— |
12.5%low 1.1% |
10 yr+ |
Net cash |
36% |
— |
FY2025 |
| 127 |
Westinghouse Air Brake Technologies Corp
WAB · USA
|
$49B |
54/100
Mittel
|
44/100 |
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's Analysis27. Mai 2026 · Watch |
FY2025 |
| 128 |
GigaDevice Semiconductor(Beiji
603986 · Shanghai
|
$37B |
54/100
Mittel
|
— |
12.5%low 1.1% |
10 yr+ |
Net cash |
37% |
— |
FY2025 |
| 129 |
Synnex Corporation
SNX · USA
|
$20B |
54/100
Mittel
|
— |
9.8%low 5.0% |
10 yr+ |
0.3× |
8% |
— |
FY2025 |
| 130 |
Hengtong Optic Electric Co Ltd
600487 · Shanghai
|
$16B |
54/100
Mittel
|
— |
11.9%low 5.3% |
10 yr+ |
Net cash |
16% |
— |
FY2025 |
| 131 |
King Yuan Electronics Co Ltd
2449 · Taiwan
|
$12B |
54/100
Mittel
|
46/100 |
14.2%low 7.3% |
10 yr+ |
0.3× |
31% |
KYEC Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 132 |
Deutsche Telekom AG
DTE · XETRA
|
$140B |
53/100
Mittel
|
— |
16.8%low 7.0% |
10 yr+ |
2.1× |
52% |
— |
FY2025 |
| 133 |
Quanta Services Inc
PWR · USA
|
$100B |
53/100
Mittel
|
43/100 |
9.7%low 5.9% |
10 yr+ |
0.7× |
13% |
Quanta Services: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 134 |
Boston Scientific Corp
BSX · USA
|
$69B |
53/100
Mittel
|
46/100 |
9.8%low -0.5% |
5 yr |
0.4× |
63% |
Boston Scientific BSX Investment Research from a Long-Term Business Owner's Perspective24. Mai 2026 · Watch |
FY2025 |
| 135 |
Endesa SA
ELE · MC
|
$47B |
53/100
Mittel
|
— |
20.1%low 2.2% |
10 yr+ |
1.2× |
28% |
— |
FY2025 |
| 136 |
Sumitomo Electric Industries Ltd ADR
SMTOY · USA
|
$41B |
53/100
Mittel
|
40/100 |
7.2%low 3.5% |
10 yr+ |
0.2× |
18% |
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price15. Juli 2026 · Hold |
FY2026 |
| 137 |
Tesco PLC
TSCO · LSE
|
$39B |
53/100
Mittel
|
38/100 |
9.9%low 5.7% |
10 yr+ |
1.0× |
7% |
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit2. September 2026 · Hold |
FY2026 |
| 138 |
IQVIA Holdings Inc
IQV · USA
|
$39B |
53/100
Mittel
|
45/100 |
13.0%low 1.3% |
10 yr+ |
2.2× |
33% |
IQVIA Holdings: A Deep-Dive Value Investing Study28. Mai 2026 · Watch |
FY2025 |
| 139 |
Tapestry Inc
TPR · USA
|
$31B |
53/100
Mittel
|
44/100 |
19.2%low -28.6% |
5 yr |
3.2× |
69% |
Tapestry: A Deep-Dive Investment Study28. Mai 2026 · Watch |
FY2025 |
| 140 |
American Water Works
AWK · USA
|
$27B |
53/100
Mittel
|
39/100 |
10.6%low 7.9% |
10 yr+ |
1.5× |
56% |
— |
FY2025 |
| 141 |
LS Electric
010120 · Korea
|
$26B |
53/100
Mittel
|
— |
9.1%low 5.7% |
10 yr+ |
— |
19% |
— |
FY2025 |
| 142 |
S.F. Holding Co. Ltd
002352 · Shenzhen
|
$26B |
53/100
Mittel
|
— |
11.7%low 5.1% |
10 yr+ |
0.0× |
16% |
— |
FY2025 |
| 143 |
SBA Communications Corp
SBAC · USA
|
$19B |
53/100
Mittel
|
45/100 |
10.1%‡low 6.5% |
10 yr+ |
— |
72% |
SBA Communications Value Investing Analysis29. Mai 2026 · Watch |
FY2025 |
| 144 |
Rogers Communications Inc
RCI · USA
|
$18B |
53/100
Mittel
|
30/100 |
19.8%low 8.1% |
10 yr+ |
2.4× |
40% |
Rogers Communications: A Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2025 |
| 145 |
Alliant Energy Corp
LNT · USA
|
$18B |
53/100
Mittel
|
38/100 |
10.8%low 9.9% |
10 yr+ |
1.6× |
40% |
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective30. Mai 2026 · Watch |
FY2025 |
| 146 |
Guangxi Guiguan Electric Power Co Ltd
600236 · Shanghai
|
$12B |
53/100
Mittel
|
— |
14.1%low 6.7% |
10 yr+ |
1.0× |
48% |
— |
FY2025 |
| 147 |
Insulet Corporation
PODD · USA
|
$11B |
53/100
Mittel
|
51/100 |
3.8%low -45.7% |
8 yr |
0.2× |
65% |
Insulet Corporation: A Long-Term Owner's Perspective31. Mai 2026 · Watch |
FY2025 |
| 148 |
Advanced Drainage Systems Inc
WMS · USA
|
$11B |
53/100
Mittel
|
— |
20.5%low -25.0% |
6 yr |
0.8× |
31% |
— |
FY2026 |
| 149 |
CNOOC Ltd
0883 · Hongkong
|
$145B |
52/100
Mittel
|
— |
12.9%low 0.2% |
10 yr+ |
Net cash |
71% |
— |
FY2025 |
| 150 |
Waste Connections Inc
WCN · USA
|
$42B |
52/100
Mittel
|
— |
8.5%low 3.0% |
10 yr+ |
1.1× |
41% |
— |
FY2025 |
| 151 |
CF Industries Holdings Inc
CF · USA
|
$19B |
52/100
Mittel
|
40/100 |
20.4%low -4.3% |
9 yr |
0.4× |
30% |
CF Industries: A Long-Term Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 152 |
Arrow Electronics Inc
ARW · USA
|
$11B |
52/100
Mittel
|
— |
11.8%low -4.2% |
6 yr |
0.4× |
12% |
— |
FY2025 |
| 153 |
Shandong Zhongji Electrical Equipment Co Ltd
300308 · Shenzhen
|
$141B |
51/100
Mittel
|
56/100 |
13.4%low 1.8% |
10 yr+ |
Net cash |
28% |
Innolight (Zhongji Innolight): Eine tiefgehende Value-Investment-Studie21. Mai 2026 · Beobachten |
FY2025 |
| 154 |
Equinix Inc
EQIX · USA
|
$101B |
51/100
Mittel
|
46/100 |
5.5%low 2.9% |
10 yr+ |
1.4× |
49% |
Equinix Long-Term Owner's Perspective Research25. Mai 2026 · Watch |
FY2025 |
| 155 |
Cigna Corp
CI · USA
|
$74B |
51/100
Mittel
|
42/100 |
12.5%low 6.4% |
10 yr+ |
0.6× |
19% |
The Cigna Group Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 156 |
ONEOK Inc
OKE · USA
|
$57B |
51/100
Mittel
|
42/100 |
21.6%low 7.0% |
10 yr+ |
1.5× |
20% |
ONEOK In-Depth Value Investing Analysis27. Mai 2026 · Cautious Buy |
FY2025 |
| 157 |
WEC Energy Group Inc
WEC · USA
|
$36B |
51/100
Mittel
|
42/100 |
11.6%low 10.5% |
10 yr+ |
1.6× |
39% |
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In27. Mai 2026 · Watch |
FY2025 |
| 158 |
Victory Giant Technology Huizhou Co Ltd
300476 · Shenzhen
|
$26B |
51/100
Mittel
|
— |
13.7%low 8.8% |
10 yr+ |
0.1× |
24% |
— |
FY2025 |
| 159 |
China Tungsten and Hightech Materials Co Ltd
000657 · Shenzhen
|
$17B |
51/100
Mittel
|
— |
7.5%low 0.4% |
10 yr+ |
0.1× |
19% |
— |
FY2025 |
| 160 |
PTC Inc
PTC · USA
|
$16B |
51/100
Mittel
|
48/100 |
8.4%low -6.5% |
6 yr |
0.3× |
77% |
PTC Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 161 |
Unisplendour Corp Ltd
000938 · Shenzhen
|
$14B |
51/100
Mittel
|
— |
7.2%low 3.4% |
10 yr+ |
0.6× |
19% |
— |
FY2025 |
| 162 |
NAURA Technology Group Co Ltd
002371 · Shenzhen
|
$70B |
50/100
Mittel
|
50/100 |
9.4%low 2.9% |
10 yr+ |
Net cash |
39% |
NAURA Technology Group SUN-R Investmentanalyse16. Juni 2026 · Beobachten |
FY2025 |
| 163 |
Fresnillo PLC
FRES · LSE
|
$23B |
50/100
Mittel
|
31/100 |
12.3%low 3.7% |
10 yr+ |
Net cash |
35% |
Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is Done4. Juli 2026 · Hold |
FY2025 |
| 164 |
BCE Inc
BCE · USA
|
$20B |
50/100
Mittel
|
— |
14.5%low 2.0% |
10 yr+ |
1.8× |
56% |
— |
FY2025 |
| 165 |
Yantai Jereh Oilfield Services Group Co Ltd
002353 · Shenzhen
|
$19B |
50/100
Mittel
|
— |
10.1%low 0.9% |
10 yr+ |
Net cash |
32% |
— |
FY2025 |
| 166 |
WESCO International Inc
WCC · USA
|
$17B |
50/100
Mittel
|
— |
11.0%low 3.0% |
10 yr+ |
1.2× |
20% |
— |
FY2025 |
| 167 |
Clean Harbors Inc
CLH · USA
|
$17B |
50/100
Mittel
|
— |
11.0%low -3.7% |
9 yr |
0.9× |
31% |
— |
FY2025 |
| 168 |
Omega Healthcare Investors Inc
OHI · USA
|
$16B |
50/100
Mittel
|
— |
8.1%low 2.8% |
10 yr+ |
0.8× |
94% |
— |
FY2025 |
| 169 |
Futu Holdings Ltd
FUTU · USA
|
$15B |
50/100
Mittel
|
49/100 |
6.3%low -70.9% |
8 yr |
Net cash |
76% |
Futu Holdings In-Depth Research Report24. Mai 2026 · Watch |
FY2025 |
| 170 |
Eurofins Scientific SE
ERF · Paris
|
$13B |
50/100
Mittel
|
51/100 |
10.6%low 6.1% |
10 yr+ |
1.3× |
55% |
Eurofins Scientific (Eurofins Scientific SE, ERF.PA) — Zen Horizon Report8. Juni 2026 · Watch |
FY2025 |
| 171 |
Dycom Industries Inc
DY · USA
|
$13B |
50/100
Mittel
|
— |
14.6%low 4.2% |
10 yr+ |
1.2× |
14% |
— |
FY2026 |
| 172 |
Tele2 AB (publ)
TEL2-B · ST
|
$12B |
50/100
Mittel
|
— |
11.8%low -10.6% |
9 yr |
1.3× |
40% |
— |
FY2025 |
| 173 |
Sichuan Road & Bridge Group Co Ltd
600039 · Shanghai
|
$11B |
50/100
Mittel
|
— |
15.2%low 8.1% |
10 yr+ |
0.7× |
14% |
— |
FY2025 |