| 101 |
NVIDIA Corporation
NVDA · USA
|
$4.9T |
81/100
Exzellent
|
66/100 |
39.9%low 19.8% |
10 yr+ |
Net cash |
64% |
NVIDIA: Demand Has Broadened Beyond the Hyperscalers, but Its Funding Base Has Not, and 197 USD Already Prices Continued Excellence29. Juli 2026 · Hold |
FY2026 |
| 102 |
Moodys Corporation
MCO · USA
|
$83B |
81/100
Exzellent
|
47/100 |
57.3%low 46.2% |
10 yr+ |
1.2× |
68% |
Moody's from a Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 103 |
DR Horton Inc
DHI · USA
|
$40B |
81/100
Exzellent
|
41/100 |
18.9%low 13.0% |
10 yr+ |
0.1× |
25% |
D.R. Horton Deep-Dive Value Investing Research27. Mai 2026 · Watch |
FY2025 |
| 104 |
EMCOR Group Inc
EME · USA
|
$35B |
81/100
Exzellent
|
43/100 |
19.6%low 6.5% |
10 yr+ |
Net cash |
16% |
EMCOR Group: A Value-Investing Deep Dive27. Mai 2026 · Watch |
FY2025 |
| 105 |
HP Inc
HPQ · USA
|
$24B |
81/100
Exzellent
|
33/100 |
56.9%‡low 46.4% |
10 yr+ |
— |
20% |
HP Inc.: A Value-Investing Deep Dive29. Mai 2026 · Watch |
FY2025 |
| 106 |
McCormick & Company Incorporated
MKC · USA
|
$14B |
81/100
Exzellent
|
42/100 |
18.9%low 12.3% |
10 yr+ |
0.7× |
39% |
McCormick Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 107 |
Simpson Manufacturing Company Inc
SSD · USA
|
$7.8B |
81/100
Exzellent
|
44/100 |
17.2%low 10.4% |
10 yr+ |
0.1× |
46% |
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17%19. August 2026 · Hold |
FY2025 |
| 108 |
Revolve Group LLC
RVLV · USA
|
$1.8B |
81/100
Exzellent
|
42/100 |
18.8%low 5.7% |
10 yr+ |
Net cash |
52% |
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 · Watch |
FY2025 |
| 109 |
Lowe's Companies Inc
LOW · USA
|
$117B |
80/100
Exzellent
|
41/100 |
35.9%‡low 21.1% |
10 yr+ |
— |
31% |
Lowe's: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2026 |
| 110 |
Illinois Tool Works Inc
ITW · USA
|
$83B |
80/100
Exzellent
|
44/100 |
56.5%low 36.8% |
10 yr+ |
2.5× |
42% |
Illinois Tool Works: A Value Investing Deep Dive26. Mai 2026 · Watch |
FY2025 |
| 111 |
Best Buy Co. Inc
BBY · USA
|
$19B |
80/100
Exzellent
|
34/100 |
40.2%low 26.1% |
10 yr+ |
0.8× |
23% |
Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner23. Mai 2026 · Watch |
FY2026 |
| 112 |
Lennox International Inc
LII · USA
|
$14B |
80/100
Exzellent
|
43/100 |
48.2%‡low 31.7% |
10 yr+ |
1.7× |
30% |
Lennox International Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 113 |
The Coca-Cola Company
KO · USA
|
$377B |
79/100
Stark
|
47/100 |
36.8%low 7.3% |
10 yr+ |
1.0× |
61% |
Coca-Cola Deep Value Investment Research25. Mai 2026 · Watch |
FY2025 |
| 114 |
Sherwin-Williams Co
SHW · USA
|
$83B |
79/100
Stark
|
44/100 |
52.8%low 29.7% |
10 yr+ |
2.8× |
46% |
The Sherwin-Williams Company: A Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 115 |
Transdigm Group Incorporated
TDG · USA
|
$70B |
79/100
Stark
|
40/100 |
18.7%‡low 14.4% |
10 yr+ |
— |
55% |
TransDigm Group: A Deep Value Investing Study26. Mai 2026 · Watch |
FY2025 |
| 116 |
Old Dominion Freight Line Inc
ODFL · USA
|
$44B |
79/100
Stark
|
44/100 |
24.4%low 16.0% |
10 yr+ |
0.0× |
31% |
Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's Perspective22. Mai 2026 · Watch |
FY2025 |
| 117 |
Thomson Reuters Corporation Common Shares
TRI · USA
|
$43B |
79/100
Stark
|
47/100 |
21.3%low 10.7% |
10 yr+ |
0.1× |
78% |
Thomson Reuters: A Long-Term Owner's Perspective23. Mai 2026 · Watch |
FY2025 |
| 118 |
Verisk Analytics Inc
VRSK · USA
|
$26B |
79/100
Stark
|
46/100 |
40.7%low 19.9% |
10 yr+ |
9.3× |
65% |
Verisk Analytics Research from a Long-Term Owner's Perspective23. Mai 2026 · Watch |
FY2025 |
| 119 |
The Home Depot Inc
HD · USA
|
$337B |
78/100
Stark
|
45/100 |
60.0%low 60.0% |
10 yr+ |
5.0× |
34% |
The Home Depot: A Value Investing Deep Dive25. Mai 2026 · Watch |
FY2026 |
| 120 |
BlackRock Inc
BLK · USA
|
$172B |
78/100
Stark
|
49/100 |
13.2%low 9.9% |
10 yr+ |
0.0× |
50% |
BlackRock In-Depth Value Investment Research24. Mai 2026 · Watch |
FY2025 |
| 121 |
Parker-Hannifin Corporation
PH · USA
|
$123B |
78/100
Stark
|
45/100 |
20.4%low 14.9% |
10 yr+ |
0.7× |
28% |
Parker-Hannifin: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 122 |
American Tower Corp
AMT · USA
|
$81B |
78/100
Stark
|
45/100 |
37.3%low 14.1% |
10 yr+ |
11.9× |
72% |
American Tower: Long-Term Value Study of a Communications-Tower REIT23. Mai 2026 · Watch |
FY2025 |
| 123 |
Public Storage
PSA · USA
|
$61B |
78/100
Stark
|
45/100 |
20.8%low 15.4% |
10 yr+ |
1.1× |
68% |
Public Storage: An In-Depth Value-Investing Analysis27. Mai 2026 · Watch |
FY2025 |
| 124 |
Heico Corporation
HEI · USA
|
$50B |
78/100
Stark
|
53/100 |
15.7%low 12.8% |
10 yr+ |
0.5× |
41% |
HEICO Corporation: Eine tiefgehende Analyse15. Juni 2026 · Halten |
FY2025 |
| 125 |
Yum! Brands Inc
YUM · USA
|
$42B |
78/100
Stark
|
44/100 |
59.1%‡low 51.7% |
10 yr+ |
— |
47% |
Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective27. Mai 2026 · Watch |
FY2025 |
| 126 |
Curtiss-Wright Corporation
CW · USA
|
$27B |
78/100
Stark
|
42/100 |
15.5%low 11.3% |
10 yr+ |
0.4× |
37% |
Curtiss-Wright Research from a Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2025 |
| 127 |
Fair Isaac Corporation
FICO · USA
|
$24B |
78/100
Stark
|
48/100 |
39.6%‡low 18.2% |
10 yr+ |
— |
75% |
Fair Isaac: A Long-Term Owner's View28. Mai 2026 · Watch |
FY2025 |
| 128 |
Broadridge Financial Solutions Inc
BR · USA
|
$18B |
78/100
Stark
|
43/100 |
32.8%low 28.1% |
10 yr+ |
1.1× |
29% |
Broadridge Financial Solutions Deep-Dive Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 129 |
Masco Corporation
MAS · USA
|
$14B |
78/100
Stark
|
40/100 |
60.0%low 60.0% |
10 yr+ |
34.2× |
34% |
Masco Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 130 |
Avery Dennison Corp
AVY · USA
|
$13B |
78/100
Stark
|
41/100 |
33.3%low 23.6% |
10 yr+ |
1.6× |
28% |
Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive23. Mai 2026 · Watch |
FY2025 |
| 131 |
Crane Company
CR · USA
|
$12B |
78/100
Stark
|
44/100 |
16.6%low 9.0% |
10 yr+ |
Net cash |
37% |
Crane Company: Aerospace Compounds on Its Own, but Four-Fifths of the Headline Growth Was Bought and 32 Times Earnings Leaves No Cushion6. August 2026 · Hold |
FY2025 |
| 132 |
Domino's Pizza Inc Common Stock
DPZ · USA
|
$11B |
78/100
Stark
|
43/100 |
60.0%‡low 60.0% |
10 yr+ |
— |
37% |
Domino's Pizza Deep Value Investment Research31. Mai 2026 · Watch |
FY2025 |
| 133 |
Sprouts Farmers Market LLC
SFM · USA
|
$8.1B |
78/100
Stark
|
40/100 |
26.7%low 18.5% |
10 yr+ |
1.2× |
36% |
Sprouts Farmers Market: A 38.7% Gross Margin and USD 3.8m Boxes Against -1.0% Comps, With USD 73.46 at 13.7x Normalized 2026 Earnings16. September 2026 · Cautious Buy |
FY2025 |
| 134 |
Pool Corporation
POOL · USA
|
$6.7B |
78/100
Stark
|
44/100 |
52.6%low 34.1% |
10 yr+ |
1.2× |
30% |
Pool Corporation Value Investment Deep-Dive Report31. Mai 2026 · Watch |
FY2025 |
| 135 |
SAP SE ADR
SAP · USA
|
$231B |
77/100
Stark
|
45/100 |
12.6%low 5.7% |
10 yr+ |
Net cash |
71% |
SAP: A High-Quality Incumbent Late in Its Cloud Migration, Now Priced for Proof Rather Than Possibility26. Juni 2026 · Hold |
FY2025 |
| 136 |
Union Pacific Corporation
UNP · USA
|
$174B |
77/100
Stark
|
43/100 |
38.3%low 21.2% |
10 yr+ |
1.6× |
46% |
Union Pacific: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 137 |
Emerson Electric Company
EMR · USA
|
$84B |
77/100
Stark
|
47/100 |
25.0%low 9.1% |
10 yr+ |
0.6× |
45% |
Emerson Electric: A Long-Term Owner's View26. Mai 2026 · Watch |
FY2025 |
| 138 |
Ametek Inc
AME · USA
|
$55B |
77/100
Stark
|
45/100 |
15.6%low 13.9% |
10 yr+ |
0.2× |
41% |
AMETEK Precision Instruments and Industrial Technology Research23. Mai 2026 · Watch |
FY2025 |
| 139 |
Raymond James Financial Inc.
RJF · USA
|
$34B |
77/100
Stark
|
43/100 |
14.7%low 10.8% |
10 yr+ |
Net cash |
95% |
Raymond James: A Long-Term Study of a Diversified Financial-Services Platform28. Mai 2026 · Watch |
FY2025 |
| 140 |
Huntington Ingalls Industries Inc
HII · USA
|
$13B |
77/100
Stark
|
39/100 |
26.5%low 11.8% |
10 yr+ |
0.5× |
16% |
Huntington Ingalls Industries: A Deep Value Investment Study30. Mai 2026 · Watch |
FY2025 |
| 141 |
Pentair PLC
PNR · USA
|
$11B |
77/100
Stark
|
40/100 |
17.4%low 12.3% |
10 yr+ |
0.4× |
36% |
Pentair plc In-Depth Value Investment Research31. Mai 2026 · Watch |
FY2025 |
| 142 |
Philip Morris International Inc
PM · USA
|
$297B |
76/100
Stark
|
46/100 |
49.2%‡low 24.0% |
10 yr+ |
— |
60% |
Philip Morris International: In-Depth Value Investment Research25. Mai 2026 · Watch |
FY2025 |
| 143 |
Lockheed Martin Corporation
LMT · USA
|
$134B |
76/100
Stark
|
41/100 |
59.7%low 57.6% |
10 yr+ |
2.6× |
12% |
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 · Hold |
FY2025 |
| 144 |
Simon Property Group Inc
SPG · USA
|
$88B |
76/100
Stark
|
45/100 |
53.0%low 30.4% |
10 yr+ |
5.4× |
82% |
Simon Property Group: A Long-Term Owner's Perspective26. Mai 2026 · Hold |
FY2025 |
| 145 |
West Pharmaceutical Services Inc
WST · USA
|
$24B |
76/100
Stark
|
44/100 |
17.5%low 9.0% |
10 yr+ |
Net cash |
36% |
West Pharmaceutical Services In-Depth Value Research Report29. Mai 2026 · Watch |
FY2025 |
| 146 |
Packaging Corp of America
PKG · USA
|
$22B |
76/100
Stark
|
40/100 |
21.9%low 14.2% |
10 yr+ |
0.8× |
23% |
Packaging Corporation of America Deep Value Investment Analysis29. Mai 2026 · Watch |
FY2025 |
| 147 |
CH Robinson Worldwide Inc
CHRW · USA
|
$17B |
76/100
Stark
|
40/100 |
36.3%low 22.9% |
10 yr+ |
0.8× |
8% |
C.H. Robinson: A Long-Term Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 148 |
Trade Desk Inc
TTD · USA
|
$8.5B |
76/100
Stark
|
45/100 |
14.8%low 2.5% |
10 yr+ |
Net cash |
79% |
The Trade Desk: A Long-Term Owner's Deep-Dive31. Mai 2026 · Watch |
FY2025 |
| 149 |
Booz Allen Hamilton Holding
BAH · USA
|
$8.4B |
76/100
Stark
|
37/100 |
52.2%low 27.4% |
10 yr+ |
3.1× |
51% |
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value1. August 2026 · Hold |
FY2026 |
| 150 |
McDonald’s Corporation
MCD · USA
|
$192B |
75/100
Stark
|
46/100 |
27.7%‡low 18.3% |
10 yr+ |
— |
52% |
McDonald's: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 151 |
S&P Global Inc
SPGI · USA
|
$121B |
75/100
Stark
|
51/100 |
40.3%low 7.7% |
10 yr+ |
0.4× |
73% |
S&P Global: A Long-Term Owner's View25. Mai 2026 · Watch |
FY2025 |
| 152 |
HCA Healthcare, Inc.
HCA · USA
|
$89B |
75/100
Stark
|
46/100 |
24.5%‡low 20.5% |
10 yr+ |
— |
62% |
HCA Healthcare: A Long-Term Owner's View26. Mai 2026 · Watch |
FY2025 |
| 153 |
CDW Corp
CDW · USA
|
$19B |
75/100
Stark
|
41/100 |
53.5%low 40.7% |
10 yr+ |
2.2× |
19% |
CDW Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 154 |
Medpace Holdings Inc
MEDP · USA
|
$16B |
75/100
Stark
|
49/100 |
29.3%low 2.2% |
10 yr+ |
Net cash |
32% |
Medpace Holdings Zen Horizon Framework Deep-Dive Research6. Juni 2026 · Watch |
FY2025 |
| 155 |
Nice Ltd ADR
NICE · USA
|
$5.8B |
75/100
Stark
|
49/100 |
9.4%low 7.1% |
10 yr+ |
Net cash |
67% |
NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It Substitutes22. Juli 2026 · Watch |
FY2025 |
| 156 |
Netflix Inc
NFLX · USA
|
$299B |
74/100
Stark
|
51/100 |
25.2%low 7.0% |
10 yr+ |
0.2× |
40% |
Netflix: A Long-Term Business Owner's Perspective22. Mai 2026 · Watch |
FY2025 |
| 157 |
Southern Copper Corporation
SCCO · USA
|
$146B |
74/100
Stark
|
39/100 |
27.5%low 11.8% |
10 yr+ |
0.2× |
45% |
Southern Copper: the Record Quarter Came From $6 Copper and $2.24/lb By-Product Credits While Output Fell 3.5%, and $198.76 Already Prices the Optimistic Case6. September 2026 · Watch |
FY2025 |
| 158 |
Cummins Inc
CMI · USA
|
$88B |
74/100
Stark
|
42/100 |
23.4%low 8.3% |
10 yr+ |
0.4× |
25% |
Cummins Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 159 |
Honeywell International Inc
HON · USA
|
$77B |
74/100
Stark
|
39/100 |
28.8%low 9.4% |
10 yr+ |
1.4× |
34% |
Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution9. August 2026 · Hold |
FY2025 |
| 160 |
Quest Diagnostics Incorporated
DGX · USA
|
$26B |
74/100
Stark
|
41/100 |
16.7%low 12.9% |
10 yr+ |
0.9× |
36% |
Quest Diagnostics: A Long-Term Business-Owner Investment Analysis29. Mai 2026 · Watch |
FY2025 |
| 161 |
Fox Corp Class A
FOXA · USA
|
$24B |
74/100
Stark
|
42/100 |
15.3%low 6.9% |
10 yr+ |
0.2× |
93% |
Fox Corporation: A Deep Value Investing Analysis29. Mai 2026 · Watch |
FY2025 |
| 162 |
Tractor Supply Company
TSCO · USA
|
$16B |
74/100
Stark
|
42/100 |
41.4%low 29.8% |
10 yr+ |
2.2× |
35% |
Tractor Supply Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 163 |
BWX Technologies Inc
BWXT · USA
|
$15B |
74/100
Stark
|
46/100 |
43.6%low 26.1% |
10 yr+ |
1.2× |
27% |
BWX Technologies (BWXT) Zen Horizon Research Report5. Juni 2026 · Watch |
FY2025 |
| 164 |
Universal Health Services Inc
UHS · USA
|
$10B |
74/100
Stark
|
42/100 |
15.2%low 11.4% |
10 yr+ |
0.7× |
89% |
Universal Health Services Value-Investing Deep-Dive31. Mai 2026 · Cautious Buy |
FY2025 |
| 165 |
Campbell’s Co
CPB · USA
|
$6.6B |
74/100
Stark
|
33/100 |
29.8%low 14.9% |
10 yr+ |
1.8× |
34% |
The Campbell's Company: A Value-Investing Deep Dive31. Mai 2026 · Watch |
FY2025 |
| 166 |
AbbVie Inc
ABBV · USA
|
$443B |
73/100
Stark
|
45/100 |
54.6%low 35.2% |
10 yr+ |
— |
71% |
AbbVie: In-Depth Research from a Long-Term Business Owner's Perspective21. Mai 2026 · Watch |
FY2025 |
| 167 |
Northrop Grumman Corporation
NOC · USA
|
$77B |
73/100
Stark
|
45/100 |
31.8%low 13.9% |
10 yr+ |
0.9× |
29% |
Northrop Grumman: A Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 168 |
Ulta Beauty Inc
ULTA · USA
|
$22B |
73/100
Stark
|
41/100 |
40.6%low 8.8% |
10 yr+ |
0.6× |
37% |
Ulta Beauty: A Long-Term Value Investing Study29. Mai 2026 · Watch |
FY2026 |
| 169 |
Dick’s Sporting Goods Inc
DKS · USA
|
$18B |
73/100
Stark
|
44/100 |
28.1%low 14.9% |
10 yr+ |
1.2× |
33% |
DICK'S Sporting Goods: A 12.6% Core Margin, a Loss-Making Foot Locker, and 11.8 Times Earnings30. August 2026 · Watch |
FY2026 |
| 170 |
Fabrinet
FN · USA
|
$16B |
73/100
Stark
|
46/100 |
14.2%low 11.2% |
10 yr+ |
Net cash |
12% |
Fabrinet Zen Horizon Framework Deep-Dive Research8. Juni 2026 · Watch |
FY2025 |
| 171 |
Service Corporation International
SCI · USA
|
$12B |
73/100
Stark
|
39/100 |
30.7%low 16.2% |
10 yr+ |
3.0× |
26% |
Service Corporation International: Cemetery Gross Profit Now Exceeds Funeral, but a 6.5% Owner-Earnings Yield Sits Only 1.8 Points Above Treasuries30. August 2026 · Hold |
FY2025 |
| 172 |
Encompass Health Corp
EHC · USA
|
$11B |
73/100
Stark
|
37/100 |
23.2%low 17.9% |
10 yr+ |
1.1× |
74% |
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety25. August 2026 · Hold |
FY2025 |
| 173 |
Federal Signal Corporation
FSS · USA
|
$7.6B |
73/100
Stark
|
42/100 |
15.2%low 11.1% |
10 yr+ |
0.4× |
26% |
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 · Hold |
FY2025 |
| 174 |
EPAM Systems Inc
EPAM · USA
|
$5.5B |
73/100
Stark
|
30/100 |
14.0%low 7.5% |
10 yr+ |
Net cash |
33% |
EPAM Systems: A Value Investing Deep Dive31. Mai 2026 · Cautious Buy |
FY2025 |
| 175 |
CSX Corporation
CSX · USA
|
$93B |
72/100
Stark
|
42/100 |
26.8%low 14.6% |
10 yr+ |
1.4× |
38% |
CSX Corporation: A Deep-Dive Value Investing Study22. Mai 2026 · Watch |
FY2025 |
| 176 |
Waste Management Inc
WM · USA
|
$91B |
72/100
Stark
|
44/100 |
28.1%low 20.1% |
10 yr+ |
2.3× |
28% |
WM: A Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 177 |
Ross Stores Inc
ROST · USA
|
$81B |
72/100
Stark
|
43/100 |
37.4%low 2.6% |
10 yr+ |
0.1× |
27% |
Ross Stores: A Long-Term Owner's Perspective23. Mai 2026 · Watch |
FY2026 |
| 178 |
KDDI Corp PK
KDDIY · USA
|
$65B |
72/100
Stark
|
36/100 |
14.1%low 12.1% |
10 yr+ |
0.8× |
44% |
KDDI From a Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2026 |
| 179 |
Keysight Technologies Inc
KEYS · USA
|
$55B |
72/100
Stark
|
49/100 |
17.3%low 4.4% |
10 yr+ |
0.2× |
60% |
Keysight Technologies Investment Value Deep-Dive27. Mai 2026 · Watch |
FY2025 |
| 180 |
CBRE Group Inc Class A
CBRE · USA
|
$43B |
72/100
Stark
|
44/100 |
16.5%low 10.6% |
10 yr+ |
0.9× |
21% |
CBRE Group: An In-Depth Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 181 |
JB Hunt Transport Services Inc
JBHT · USA
|
$26B |
72/100
Stark
|
40/100 |
23.3%low 14.2% |
10 yr+ |
0.5× |
16% |
J.B. Hunt Deep Value Investment Research29. Mai 2026 · Watch |
FY2025 |
| 182 |
ITT Inc
ITT · USA
|
$18B |
72/100
Stark
|
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 Value16. September 2026 · Hold |
FY2025 |
| 183 |
Mueller Industries Inc
MLI · USA
|
$15B |
72/100
Stark
|
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 Value31. August 2026 · Hold |
FY2025 |
| 184 |
Nova Ltd
NVMI · USA
|
$12B |
72/100
Stark
|
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 Safety25. August 2026 · Hold |
FY2025 |
| 185 |
FTI Consulting Inc
FCN · USA
|
$4.4B |
72/100
Stark
|
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 Buybacks19. August 2026 · Hold |
FY2025 |
| 186 |
Merck & Company Inc
MRK · USA
|
$307B |
71/100
Stark
|
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 Cliff5. August 2026 · Hold |
FY2025 |
| 187 |
International Business Machines
IBM · USA
|
$211B |
71/100
Stark
|
46/100 |
34.1%low 7.5% |
10 yr+ |
1.6× |
52% |
IBM Long-Term Owner's Perspective Research25. Mai 2026 · Watch |
FY2025 |
| 188 |
Abbott Laboratories
ABT · USA
|
$183B |
71/100
Stark
|
47/100 |
13.6%low 1.5% |
10 yr+ |
0.1× |
52% |
Abbott Laboratories Long-Term Value Investment Research21. Mai 2026 · Watch |
FY2025 |
| 189 |
Blackstone Group Inc
BX · USA
|
$159B |
71/100
Stark
|
52/100 |
27.9%low 15.7% |
10 yr+ |
1.2× |
96% |
Blackstone: A Deep Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 190 |
CME Group Inc
CME · USA
|
$96B |
71/100
Stark
|
47/100 |
10.8%low 7.5% |
10 yr+ |
Net cash |
84% |
CME Group Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 191 |
United Rentals Inc
URI · USA
|
$67B |
71/100
Stark
|
45/100 |
30.1%low 19.6% |
10 yr+ |
1.8× |
37% |
United Rentals: A Deep Value Investment Study27. Mai 2026 · Watch |
FY2025 |
| 192 |
Restaurant Brands International Inc
QSR · USA
|
$34B |
71/100
Stark
|
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 $81.5725. August 2026 · Hold |
FY2025 |
| 193 |
PulteGroup Inc
PHM · USA
|
$24B |
71/100
Stark
|
39/100 |
21.1%low 10.8% |
10 yr+ |
0.0× |
23% |
PulteGroup Value Investing Research Report29. Mai 2026 · Watch |
FY2025 |
| 194 |
Lamar Advertising Company
LAMR · USA
|
$16B |
71/100
Stark
|
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 Safety27. August 2026 · Hold |
FY2025 |
| 195 |
Carlisle Companies Incorporated
CSL · USA
|
$14B |
71/100
Stark
|
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 Margin6. August 2026 · Hold |
FY2025 |
| 196 |
Toll Brothers Inc
TOL · USA
|
$14B |
71/100
Stark
|
37/100 |
15.1%low 9.0% |
10 yr+ |
0.2× |
23% |
Toll Brothers Tiefgehende Aktienanalyse15. Juni 2026 · Halten |
FY2025 |
| 197 |
Booking Holdings Inc
BKNG · USA
|
$149B |
70/100
Stark
|
44/100 |
32.6%low 1.2% |
10 yr+ |
— |
99% |
Booking Holdings: A Deep Value Investing Analysis21. Mai 2026 · Cautious Buy |
FY2025 |
| 198 |
Starbucks Corporation
SBUX · USA
|
$120B |
70/100
Stark
|
40/100 |
45.0%‡low 12.5% |
10 yr+ |
— |
27% |
Starbucks Corporation: A Long-Term Owner's Perspective23. Mai 2026 · Watch |
FY2025 |
| 199 |
Comcast Corp
CMCSA · USA
|
$85B |
70/100
Stark
|
42/100 |
17.2%low 6.6% |
10 yr+ |
1.0× |
69% |
Comcast: A Deep Value-Investing Analysis21. Mai 2026 · Cautious Buy |
FY2025 |
| 200 |
Kroger Company
KR · USA
|
$37B |
70/100
Stark
|
39/100 |
25.1%low 17.1% |
10 yr+ |
3.4× |
22% |
Kroger Deep Value Investment Research27. Mai 2026 · Watch |
FY2026 |