| 101 |
Sylvamo Corp
SLVM · USA
|
$1.5B |
59/100
Mittel
|
— |
25.4%low 8.0% |
8 yr |
0.7× |
27% |
— |
FY2025 |
| 102 |
Carriage Services Inc
CSV · USA
|
$599M |
59/100
Mittel
|
— |
16.0%low 5.3% |
10 yr+ |
2.2× |
32% |
— |
FY2025 |
| 103 |
Eli Lilly and Company
LLY · USA
|
$1.0T |
58/100
Mittel
|
55/100 |
45.5%low -1.8% |
8 yr |
1.3× |
78% |
Eli Lilly Deep Value Research: A Great Company at Too High a Price25. Mai 2026 · Watch |
FY2025 |
| 104 |
CRH PLC ADR
CRH · USA
|
$63B |
58/100
Mittel
|
43/100 |
12.0%low 5.4% |
10 yr+ |
0.7× |
33% |
CRH plc: An Investment Study Through the Lens of a Long-Term Business Owner26. Mai 2026 · Cautious Buy |
FY2025 |
| 105 |
Nucor Corp
NUE · USA
|
$59B |
58/100
Mittel
|
41/100 |
19.8%low 6.7% |
10 yr+ |
0.2× |
17% |
Nucor Corporation Investment Research Report27. Mai 2026 · Watch |
FY2025 |
| 106 |
Chipotle Mexican Grill Inc
CMG · USA
|
$47B |
58/100
Mittel
|
43/100 |
26.8%low 1.6% |
10 yr+ |
3.1× |
21% |
Chipotle Mexican Grill: A Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 107 |
Royalty Pharma Plc
RPRX · USA
|
$34B |
58/100
Mittel
|
— |
16.4%low 0.8% |
10 yr+ |
1.3× |
100% |
— |
FY2025 |
| 108 |
Gen Digital Inc.
GEN · USA
|
$16B |
58/100
Mittel
|
47/100 |
29.3%low -3.0% |
9 yr |
3.0× |
81% |
Gen Digital In-Depth Value Investment Research30. Mai 2026 · Watch |
FY2026 |
| 109 |
Godaddy Inc
GDDY · USA
|
$11B |
58/100
Mittel
|
47/100 |
36.6%low -3.0% |
5 yr |
12.9× |
65% |
GoDaddy Long-Term Value Investment Research31. Mai 2026 · Cautious Buy |
FY2025 |
| 110 |
Victory Capital Holdings Inc
VCTR · USA
|
$6.2B |
58/100
Mittel
|
— |
18.6%low -1.8% |
9 yr |
0.3× |
51% |
— |
FY2025 |
| 111 |
Open Text Corp
OTEX · USA
|
$6.1B |
58/100
Mittel
|
— |
10.7%low 3.8% |
10 yr+ |
1.4× |
61% |
— |
FY2025 |
| 112 |
Euronet Worldwide Inc
EEFT · USA
|
$2.7B |
58/100
Mittel
|
— |
16.8%low -0.2% |
5 yr |
0.4× |
38% |
— |
FY2025 |
| 113 |
UFP Technologies Inc
UFPT · USA
|
$2.0B |
58/100
Mittel
|
— |
11.9%low 7.0% |
10 yr+ |
0.3× |
26% |
— |
FY2025 |
| 114 |
Progress Software Corporation
PRGS · USA
|
$1.7B |
58/100
Mittel
|
— |
13.7%low -13.7% |
9 yr |
1.6× |
83% |
— |
FY2025 |
| 115 |
Yelp Inc
YELP · USA
|
$1.5B |
58/100
Mittel
|
— |
8.4%low -2.3% |
5 yr |
Net cash |
92% |
— |
FY2025 |
| 116 |
Standard Motor Products Inc
SMP · USA
|
$867M |
58/100
Mittel
|
— |
10.5%low 6.0% |
10 yr+ |
1.0× |
29% |
— |
FY2025 |
| 117 |
Dell Technologies Inc
DELL · USA
|
$262B |
57/100
Mittel
|
48/100 |
20.6%‡low -4.7% |
7 yr |
— |
23% |
Dell Technologies Deep Value Research25. Mai 2026 · Watch |
FY2026 |
| 118 |
Nasdaq Inc
NDAQ · USA
|
$53B |
57/100
Mittel
|
50/100 |
12.2%low 2.0% |
10 yr+ |
0.7× |
40% |
Nasdaq Investment Memo27. Mai 2026 · Watch |
FY2025 |
| 119 |
Iron Mountain Incorporated
IRM · USA
|
$36B |
57/100
Mittel
|
47/100 |
29.6%low 5.4% |
10 yr+ |
— |
54% |
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital Spending27. Mai 2026 · Watch |
FY2025 |
| 120 |
SS&C Technologies Holdings Inc
SSNC · USA
|
$18B |
57/100
Mittel
|
46/100 |
9.6%low 2.3% |
10 yr+ |
0.6× |
46% |
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap Enough18. Juli 2026 · Hold |
FY2025 |
| 121 |
Stonex Group Inc
SNEX · USA
|
$9.3B |
57/100
Mittel
|
43/100 |
19.0%low 1.4% |
10 yr+ |
7.1× |
1% |
StoneX Group: Two 3-for-2 Splits in One Fiscal Year Break the EPS Series, RJO Lifts Q3 Net Income 102%, and 200bp of Rate Cuts Would Take $0.76 Off $4.19 Trailing EPS16. September 2026 · Hold |
FY2025 |
| 122 |
Core & Main Inc
CNM · USA
|
$8.5B |
57/100
Mittel
|
— |
16.5%low 4.6% |
8 yr |
1.1× |
25% |
— |
FY2026 |
| 123 |
Armstrong World Industries Inc
AWI · USA
|
$7.4B |
57/100
Mittel
|
— |
36.8%low -18.7% |
5 yr |
0.5× |
37% |
— |
FY2025 |
| 124 |
BGC Group Inc.
BGC · USA
|
$5.4B |
57/100
Mittel
|
— |
12.4%low 4.1% |
10 yr+ |
0.9× |
47% |
— |
FY2025 |
| 125 |
ESAB Corp
ESAB · USA
|
$5.4B |
57/100
Mittel
|
— |
11.0%low 6.3% |
7 yr |
0.6× |
36% |
— |
FY2025 |
| 126 |
Brinks Company
BCO · USA
|
$4.9B |
57/100
Mittel
|
41/100 |
26.3%low -20.0% |
7 yr |
9.6× |
23% |
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 · Watch |
FY2025 |
| 127 |
Marex Group plc Ordinary Shares
MRX · USA
|
$4.6B |
57/100
Mittel
|
— |
12.0%low 2.7% |
10 yr+ |
Net cash |
86% |
— |
FY2025 |
| 128 |
Primoris Services Corporation
PRIM · USA
|
$4.6B |
57/100
Mittel
|
— |
12.2%low 5.4% |
10 yr+ |
0.4× |
11% |
— |
FY2025 |
| 129 |
Blue Bird Corp
BLBD · USA
|
$2.4B |
57/100
Mittel
|
— |
41.5%‡low -23.2% |
3 yr |
Net cash |
13% |
— |
FY2025 |
| 130 |
Oil-Dri Corporation Of America
ODC · USA
|
$1.4B |
57/100
Mittel
|
— |
11.1%low 3.8% |
10 yr+ |
0.0× |
26% |
— |
FY2025 |
| 131 |
Village Super Market Inc
VLGEA · USA
|
$651M |
57/100
Mittel
|
— |
8.9%low 5.9% |
10 yr+ |
0.5× |
28% |
— |
FY2025 |
| 132 |
eBay Inc
EBAY · USA
|
$51B |
56/100
Mittel
|
42/100 |
36.9%low -24.6% |
3 yr |
1.0× |
75% |
eBay as a Long-Term Business Asset: A Value Analysis27. Mai 2026 · Watch |
FY2025 |
| 133 |
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 |
| 134 |
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 |
| 135 |
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 |
| 136 |
Neurocrine Biosciences Inc
NBIX · USA
|
$17B |
56/100
Mittel
|
— |
1.8%low -44.8% |
8 yr |
Net cash |
99% |
— |
FY2025 |
| 137 |
Jones Lang LaSalle Incorporated
JLL · USA
|
$16B |
56/100
Mittel
|
— |
9.9%low 3.6% |
10 yr+ |
0.4× |
64% |
— |
FY2025 |
| 138 |
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 |
| 139 |
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 |
| 140 |
Commercial Metals Company
CMC · USA
|
$7.6B |
56/100
Mittel
|
— |
13.3%low 2.0% |
10 yr+ |
0.1× |
16% |
— |
FY2025 |
| 141 |
Graham Holdings Co
GHC · USA
|
$5.1B |
56/100
Mittel
|
— |
8.2%low 1.8% |
10 yr+ |
0.1× |
36% |
— |
FY2025 |
| 142 |
Hayward Holdings Inc
HAYW · USA
|
$3.2B |
56/100
Mittel
|
— |
9.2%low 5.2% |
7 yr |
Net cash |
44% |
— |
FY2025 |
| 143 |
RH
RH · USA
|
$3.1B |
56/100
Mittel
|
— |
49.9%low 0.6% |
10 yr+ |
64.8× |
43% |
— |
FY2026 |
| 144 |
Lexinfintech Holdings Ltd
LX · USA
|
$241M |
56/100
Mittel
|
— |
16.5%low -16.6% |
9 yr |
0.1× |
38% |
— |
FY2025 |
| 145 |
Goldman Sachs Group Inc
GS · USA
|
$309B |
55/100
Mittel
|
45/100 |
10.7%low 5.2% |
10 yr+ |
Net cash |
65% |
Goldman Sachs Group Deep Value Investing Analysis25. Mai 2026 · Watch |
FY2025 |
| 146 |
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 |
| 147 |
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 |
| 148 |
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 |
| 149 |
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 |
| 150 |
Zoom Video Communications Inc
ZM · USA
|
$28B |
55/100
Mittel
|
— |
10.6%low -0.0% |
8 yr |
Net cash |
77% |
— |
FY2026 |
| 151 |
SPX Corp
SPXC · USA
|
$11B |
55/100
Mittel
|
— |
10.5%low -44.5% |
9 yr |
0.1× |
34% |
— |
FY2025 |
| 152 |
Vicor Corporation
VICR · USA
|
$9.6B |
55/100
Mittel
|
45/100 |
7.1%low -4.8% |
9 yr |
Net cash |
48% |
Vicor: A Real Power-Delivery Specialist, Already Priced For AI's Promise14. Juli 2026 · Watch |
FY2025 |
| 153 |
Axalta Coating Systems Ltd
AXTA · USA
|
$7.7B |
55/100
Mittel
|
— |
13.3%low 2.9% |
10 yr+ |
1.2× |
41% |
— |
FY2025 |
| 154 |
Red Rock Resorts Inc
RRR · USA
|
$6.5B |
55/100
Mittel
|
— |
31.3%low -42.7% |
5 yr |
Net cash |
58% |
— |
FY2025 |
| 155 |
MDC Holdings Inc
MDC · USA
|
$4.7B |
55/100
Mittel
|
— |
12.4%low 5.1% |
10 yr+ |
0.0× |
84% |
— |
FY2023 |
| 156 |
Steven Madden Ltd
SHOO · USA
|
$3.4B |
55/100
Mittel
|
— |
15.7%low -2.4% |
5 yr |
0.4× |
40% |
— |
FY2025 |
| 157 |
PROG Holdings Inc
PRG · USA
|
$1.8B |
55/100
Mittel
|
— |
16.0%low -6.2% |
5 yr |
0.4× |
58% |
— |
FY2025 |
| 158 |
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 |
| 159 |
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 |
| 160 |
Synnex Corporation
SNX · USA
|
$20B |
54/100
Mittel
|
— |
9.8%low 5.0% |
10 yr+ |
0.3× |
8% |
— |
FY2025 |
| 161 |
Penumbra Inc
PEN · USA
|
$13B |
54/100
Mittel
|
— |
3.7%low -3.0% |
3 yr |
Net cash |
65% |
— |
FY2025 |
| 162 |
Sanmina Corporation
SANM · USA
|
$9.9B |
54/100
Mittel
|
36/100 |
9.2%low -6.5% |
7 yr |
Net cash |
8% |
Sanmina Corporation23. Juli 2026 · Hold |
FY2025 |
| 163 |
Affiliated Managers Group, Inc.
AMG · USA
|
$9.7B |
54/100
Mittel
|
— |
12.6%low 0.4% |
10 yr+ |
0.7× |
60% |
— |
FY2025 |
| 164 |
H&R Block Inc
HRB · USA
|
$5.6B |
54/100
Mittel
|
— |
52.2%low -10.6% |
5 yr |
15.1× |
44% |
— |
FY2025 |
| 165 |
Hawkins Inc
HWKN · USA
|
$2.7B |
54/100
Mittel
|
— |
13.1%low -4.5% |
8 yr |
0.5× |
19% |
— |
FY2026 |
| 166 |
Gorman-Rupp Company
GRC · USA
|
$2.1B |
54/100
Mittel
|
— |
9.6%low 3.4% |
10 yr+ |
0.7× |
27% |
— |
FY2025 |
| 167 |
EZCORP Inc
EZPW · USA
|
$1.8B |
54/100
Mittel
|
— |
2.1%low -13.6% |
5 yr |
0.3× |
59% |
— |
FY2025 |
| 168 |
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 |
| 169 |
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 |
| 170 |
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 |
| 171 |
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 |
| 172 |
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 |
| 173 |
American Water Works
AWK · USA
|
$27B |
53/100
Mittel
|
39/100 |
10.6%low 7.9% |
10 yr+ |
1.5× |
56% |
— |
FY2025 |
| 174 |
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 |
| 175 |
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 |
| 176 |
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 |
| 177 |
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 |
| 178 |
Advanced Drainage Systems Inc
WMS · USA
|
$11B |
53/100
Mittel
|
— |
20.5%low -25.0% |
6 yr |
0.8× |
31% |
— |
FY2026 |
| 179 |
FormFactor Inc
FORM · USA
|
$8.3B |
53/100
Mittel
|
39/100 |
8.0%low -1.6% |
9 yr |
Net cash |
39% |
FormFactor (FORM.US) Buffett Framework Deep-Dive Research9. Juni 2026 · Watch |
FY2025 |
| 180 |
Pegasystems Inc
PEGA · USA
|
$5.0B |
53/100
Mittel
|
— |
-20.3%low -264.1% |
3 yr |
Net cash |
71% |
— |
FY2025 |
| 181 |
Otter Tail Corporation
OTTR · USA
|
$3.7B |
53/100
Mittel
|
— |
14.8%low 9.3% |
10 yr+ |
0.4× |
34% |
— |
FY2025 |
| 182 |
American States Water Company
AWR · USA
|
$3.4B |
53/100
Mittel
|
— |
11.7%low 7.3% |
10 yr+ |
0.9× |
73% |
— |
FY2025 |
| 183 |
LTC Properties Inc
LTC · USA
|
$2.1B |
53/100
Mittel
|
— |
11.4%low 7.5% |
10 yr+ |
0.8× |
91% |
— |
FY2025 |
| 184 |
Seagate Technology PLC
STX · USA
|
$194B |
52/100
Mittel
|
43/100 |
59.0%low 56.2% |
3 yr |
0.9× |
30% |
Seagate Technology: A Deep Value-Investing Study20. Mai 2026 · Watch |
FY2026 |
| 185 |
Waste Connections Inc
WCN · USA
|
$42B |
52/100
Mittel
|
— |
8.5%low 3.0% |
10 yr+ |
1.1× |
41% |
— |
FY2025 |
| 186 |
Workday Inc
WDAY · USA
|
$40B |
52/100
Mittel
|
52/100 |
-7.7%low -33.1% |
3 yr |
Net cash |
72% |
Workday: A Long-Term Owner's Perspective23. Mai 2026 · Watch |
FY2026 |
| 187 |
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 |
| 188 |
Arrow Electronics Inc
ARW · USA
|
$11B |
52/100
Mittel
|
— |
11.8%low -4.2% |
6 yr |
0.4× |
12% |
— |
FY2025 |
| 189 |
FirstCash Inc
FCFS · USA
|
$8.8B |
52/100
Mittel
|
— |
10.5%low 4.1% |
10 yr+ |
1.2× |
52% |
— |
FY2025 |
| 190 |
SGHC Limited
SGHC · USA
|
$7.1B |
52/100
Mittel
|
— |
30.9%low -1.8% |
2 yr |
Net cash |
49% |
— |
FY2025 |
| 191 |
Lantheus Holdings Inc
LNTH · USA
|
$6.5B |
52/100
Mittel
|
— |
24.8%low -15.3% |
4 yr |
0.2× |
52% |
— |
FY2025 |
| 192 |
Rush Enterprises A Inc
RUSHA · USA
|
$6.2B |
52/100
Mittel
|
— |
13.9%low 4.7% |
10 yr+ |
0.6× |
19% |
— |
FY2025 |
| 193 |
Rush Enterprises B Inc
RUSHB · USA
|
$6.0B |
52/100
Mittel
|
— |
13.9%low 4.7% |
10 yr+ |
0.6× |
19% |
— |
FY2025 |
| 194 |
AAR Corp
AIR · USA
|
$5.6B |
52/100
Mittel
|
— |
4.7%low 0.8% |
10 yr+ |
0.5× |
17% |
— |
FY2026 |
| 195 |
SLM Corp
SLM · USA
|
$4.9B |
52/100
Mittel
|
— |
18.0%low 3.4% |
10 yr+ |
0.6× |
67% |
— |
FY2025 |
| 196 |
Bright Horizons Family Solutions Inc
BFAM · USA
|
$3.9B |
52/100
Mittel
|
— |
12.1%low 2.1% |
10 yr+ |
1.2× |
24% |
— |
FY2025 |
| 197 |
H&E Equipment Services Inc
HEES · USA
|
$3.5B |
52/100
Mittel
|
— |
25.2%low -13.7% |
4 yr |
0.3× |
38% |
— |
FY2024 |
| 198 |
Consol Energy Inc
CEIX · USA
|
$2.9B |
52/100
Mittel
|
— |
23.9%low -2.4% |
3 yr |
Net cash |
79% |
— |
FY2023 |
| 199 |
Brightsphere Investment Group Inc
BSIG · USA
|
$983M |
52/100
Mittel
|
— |
53.2%low 5.6% |
10 yr+ |
5.0× |
38% |
— |
FY2023 |
| 200 |
Verra Mobility Corp
VRRM · USA
|
$804M |
52/100
Mittel
|
— |
15.7%low -19.3% |
5 yr |
Net cash |
88% |
— |
FY2025 |