| 201 |
Cboe Global Markets Inc
CBOE · USA
|
$32B |
67/100
Stark
|
47/100 |
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets In-Depth Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 202 |
United Therapeutics Corporation
UTHR · USA
|
$26B |
67/100
Stark
|
— |
17.2%low -3.8% |
6 yr |
Net cash |
91% |
— |
FY2025 |
| 203 |
Principal Financial Group Inc
PFG · USA
|
$24B |
67/100
Stark
|
41/100 |
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group: A Long-Term Business Owner's Perspective29. Mai 2026 · Watch |
FY2025 |
| 204 |
Super Micro Computer Inc
SMCI · USA
|
$18B |
67/100
Stark
|
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 Discount28. Mai 2026 · Watch |
FY2025 |
| 205 |
Gaming & Leisure Properties
GLPI · USA
|
$13B |
67/100
Stark
|
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 Rent14. September 2026 · Hold |
FY2025 |
| 206 |
PACCAR Inc
PCAR · USA
|
$70B |
66/100
Stark
|
40/100 |
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR Inc22. Mai 2026 · Watch |
FY2025 |
| 207 |
Cencora Inc.
COR · USA
|
$61B |
66/100
Stark
|
42/100 |
50.8%low 20.1% |
5 yr |
4.2× |
3% |
Cencora Deep-Dive Value Investment Analysis27. Mai 2026 · Watch |
FY2025 |
| 208 |
Roper Technologies Inc
ROP · USA
|
$39B |
66/100
Stark
|
48/100 |
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies Research from a Long-Term Owner's Perspective23. Mai 2026 · Cautious Buy |
FY2025 |
| 209 |
Caseys General Stores Inc
CASY · USA
|
$32B |
66/100
Stark
|
42/100 |
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores In-Depth Value Investing Analysis24. Mai 2026 · Watch |
FY2026 |
| 210 |
VeriSign Inc
VRSN · USA
|
$26B |
66/100
Stark
|
47/100 |
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's Perspective28. Mai 2026 · Watch |
FY2025 |
| 211 |
Sterling Infrastructure, Inc.
STRL · USA
|
$18B |
66/100
Stark
|
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 Earnings27. August 2026 · Hold |
FY2025 |
| 212 |
Gartner Inc
IT · USA
|
$10B |
66/100
Stark
|
49/100 |
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment Research31. Mai 2026 · Cautious Buy |
FY2025 |
| 213 |
McKesson Corporation
MCK · USA
|
$101B |
65/100
Stark
|
44/100 |
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson: A Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2026 |
| 214 |
Brookfield Asset Management Ltd.
BAM · USA
|
$81B |
65/100
Stark
|
— |
23.4%low 1.6% |
10 yr+ |
0.2× |
59% |
— |
FY2025 |
| 215 |
NXP Semiconductors NV
NXPI · USA
|
$58B |
65/100
Stark
|
45/100 |
18.8%low 0.6% |
10 yr+ |
0.9× |
53% |
NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business Owner22. Mai 2026 · Watch |
FY2025 |
| 216 |
Coca-Cola European Partners PLC
CCEP · USA
|
$48B |
65/100
Stark
|
43/100 |
15.5%low 8.3% |
10 yr+ |
1.2× |
37% |
Coca-Cola Europacific Partners: A Deep Value Investing Analysis21. Mai 2026 · Watch |
FY2025 |
| 217 |
Reliance Steel & Aluminum Co
RS · USA
|
$21B |
65/100
Stark
|
37/100 |
14.4%low 7.2% |
10 yr+ |
0.2× |
28% |
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band30. August 2026 · Hold |
FY2025 |
| 218 |
Smith & Nephew SNATS Inc
SNN · USA
|
$14B |
65/100
Stark
|
— |
10.8%low 4.2% |
10 yr+ |
0.5× |
71% |
— |
FY2025 |
| 219 |
Deere & Company
DE · USA
|
$160B |
64/100
Mittel
|
43/100 |
28.1%low 19.4% |
10 yr+ |
2.1× |
32% |
Deere & Company: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 220 |
Salesforce.com Inc
CRM · USA
|
$154B |
64/100
Mittel
|
51/100 |
5.5%low 0.4% |
10 yr+ |
0.1× |
75% |
Salesforce: Agentforce ARR Grew 205% to 1.2 Billion Dollars, but Growth Excluding Informatica Was 8.75% and 184.02 Dollars Leaves No Margin of Safety1. August 2026 · Hold |
FY2026 |
| 221 |
Steel Dynamics Inc
STLD · USA
|
$36B |
64/100
Mittel
|
42/100 |
25.5%low 12.7% |
10 yr+ |
0.4× |
19% |
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder27. Mai 2026 · Watch |
FY2025 |
| 222 |
Textron Inc
TXT · USA
|
$15B |
64/100
Mittel
|
40/100 |
12.6%low 5.3% |
10 yr+ |
0.3× |
17% |
Textron Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 223 |
Leidos Holdings Inc
LDOS · USA
|
$15B |
64/100
Mittel
|
43/100 |
16.8%low 4.7% |
10 yr+ |
1.0× |
15% |
Leidos Holdings Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 224 |
Zebra Technologies Corporation
ZBRA · USA
|
$14B |
64/100
Mittel
|
46/100 |
15.1%low -17.3% |
9 yr |
0.8× |
46% |
Long-Term Value Investment Research on Zebra Technologies31. Mai 2026 · Watch |
FY2025 |
| 225 |
Exelixis Inc
EXEL · USA
|
$13B |
64/100
Mittel
|
47/100 |
14.0%low -78.6% |
9 yr |
Net cash |
96% |
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second Act16. Juli 2026 · Hold |
FY2025 |
| 226 |
Murphy USA Inc
MUSA · USA
|
$11B |
64/100
Mittel
|
— |
44.9%low 19.3% |
10 yr+ |
5.2× |
9% |
— |
FY2025 |
| 227 |
CACI International Inc
CACI · USA
|
$11B |
64/100
Mittel
|
43/100 |
12.1%low 8.9% |
10 yr+ |
0.8× |
8% |
CACI International: Fiscal 2026 Revenue Grew 7.2% Organically With Technology at 58.4% of Mix, and 606.85 USD Sits 6% Above the 570 USD Conservative Ceiling10. September 2026 · Hold |
FY2025 |
| 228 |
Mondelez International Inc
MDLZ · USA
|
$80B |
63/100
Mittel
|
42/100 |
12.7%low 6.5% |
10 yr+ |
0.8× |
38% |
MDLZ: Investment Research Through a Long-Term Business Owner's Lens22. Mai 2026 · Watch |
FY2025 |
| 229 |
Elbit Systems Ltd
ESLT · USA
|
$38B |
63/100
Mittel
|
— |
11.3%low 7.4% |
10 yr+ |
0.0× |
26% |
— |
FY2025 |
| 230 |
STERIS plc
STE · USA
|
$22B |
63/100
Mittel
|
43/100 |
7.6%low 1.8% |
10 yr+ |
0.2× |
43% |
STERIS plc: A Long-Term Owner's Perspective29. Mai 2026 · Watch |
FY2026 |
| 231 |
Tradeweb Markets Inc
TW · USA
|
$22B |
63/100
Mittel
|
— |
6.5%low 1.8% |
10 yr+ |
Net cash |
60% |
— |
FY2025 |
| 232 |
Warner Music Group
WMG · USA
|
$14B |
63/100
Mittel
|
— |
50.7%low 11.9% |
5 yr |
6.3× |
47% |
— |
FY2025 |
| 233 |
Intercontinental Exchange Inc
ICE · USA
|
$86B |
62/100
Mittel
|
49/100 |
11.2%low 6.4% |
10 yr+ |
0.6× |
56% |
Intercontinental Exchange from a Long-Term Business Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 234 |
Ciena Corp
CIEN · USA
|
$53B |
62/100
Mittel
|
43/100 |
11.5%low -17.9% |
7 yr |
0.1× |
44% |
Ciena: A Long-Term Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 235 |
Jabil Circuit Inc
JBL · USA
|
$33B |
62/100
Mittel
|
39/100 |
24.4%low 3.0% |
10 yr+ |
0.9× |
8% |
Jabil Inc.: An In-Depth Value Investing Analysis27. Mai 2026 · Watch |
FY2025 |
| 236 |
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
SBS · USA
|
$19B |
62/100
Mittel
|
— |
19.0%low 4.3% |
10 yr+ |
0.7× |
40% |
— |
FY2025 |
| 237 |
TPG Inc
TPG · USA
|
$17B |
62/100
Mittel
|
— |
22.4%low 3.0% |
8 yr |
0.8× |
98% |
— |
FY2025 |
| 238 |
DaVita HealthCare Partners Inc
DVA · USA
|
$15B |
62/100
Mittel
|
41/100 |
27.6%low 3.2% |
10 yr+ |
10.4× |
29% |
DaVita In-Depth Value Investing Research30. Mai 2026 · Watch |
FY2025 |
| 239 |
The Ensign Group Inc
ENSG · USA
|
$10B |
62/100
Mittel
|
— |
15.5%low 8.2% |
10 yr+ |
1.6× |
15% |
— |
FY2025 |
| 240 |
ServiceNow Inc
NOW · USA
|
$115B |
61/100
Mittel
|
51/100 |
-4.1%low -116.8% |
7 yr |
Net cash |
77% |
ServiceNow: A Value Investing Study25. Mai 2026 · Watch |
FY2025 |
| 241 |
TE Connectivity Ltd
TEL · USA
|
$60B |
61/100
Mittel
|
47/100 |
18.1%low -2.6% |
5 yr |
0.4× |
32% |
TE Connectivity Deep Value Investment Analysis27. Mai 2026 · Watch |
FY2025 |
| 242 |
Celestica Inc.
CLS · USA
|
$39B |
61/100
Mittel
|
49/100 |
12.8%low 4.3% |
10 yr+ |
0.1× |
8% |
Celestica Inc. Deep-Dive Research12. Juni 2026 · Hold |
FY2025 |
| 243 |
Advanced Energy Industries Inc
AEIS · USA
|
$12B |
61/100
Mittel
|
— |
17.0%low 4.5% |
10 yr+ |
Net cash |
42% |
— |
FY2025 |
| 244 |
Altria Group
MO · USA
|
$114B |
60/100
Mittel
|
37/100 |
40.8%‡low 6.5% |
6 yr |
— |
58% |
— |
FY2025 |
| 245 |
Flex Ltd
FLEX · USA
|
$42B |
60/100
Mittel
|
40/100 |
14.1%low 3.1% |
10 yr+ |
0.4× |
7% |
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating22. Juli 2026 · Hold |
FY2026 |
| 246 |
Globus Medical
GMED · USA
|
$11B |
60/100
Mittel
|
— |
9.1%low 2.5% |
10 yr+ |
Net cash |
72% |
— |
FY2025 |
| 247 |
Vertex Pharmaceuticals Inc
VRTX · USA
|
$121B |
59/100
Mittel
|
49/100 |
18.8%low -8.4% |
1 yr |
Net cash |
87% |
Vertex Pharmaceuticals: A Long-Term Owner's View23. Mai 2026 · Watch |
FY2025 |
| 248 |
Northern Trust Corporation
NTRS · USA
|
$33B |
59/100
Mittel
|
43/100 |
10.3%low 0.7% |
10 yr+ |
Net cash |
82% |
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure28. Mai 2026 · Watch |
FY2025 |
| 249 |
Laboratory Corporation of America Holdings
LH · USA
|
$25B |
59/100
Mittel
|
44/100 |
13.3%low 5.3% |
10 yr+ |
0.8× |
31% |
Labcorp Holdings: A Value-Investing Deep Dive29. Mai 2026 · Watch |
FY2025 |
| 250 |
SharkNinja, Inc.
SN · USA
|
$23B |
59/100
Mittel
|
— |
22.1%‡low 15.3% |
8 yr |
0.0× |
45% |
— |
FY2025 |
| 251 |
Ball Corporation
BALL · USA
|
$17B |
59/100
Mittel
|
39/100 |
20.8%low 7.7% |
10 yr+ |
1.1× |
16% |
— |
FY2025 |
| 252 |
Texas Roadhouse Inc
TXRH · USA
|
$14B |
59/100
Mittel
|
— |
20.6%low 3.4% |
10 yr+ |
1.2× |
17% |
— |
FY2025 |
| 253 |
Coca-Cola Consolidated Inc.
COKE · USA
|
$13B |
59/100
Mittel
|
— |
24.0%low -5.6% |
7 yr |
— |
37% |
— |
FY2025 |
| 254 |
Amkor Technology Inc
AMKR · USA
|
$12B |
59/100
Mittel
|
30/100 |
12.4%low 6.2% |
10 yr+ |
Net cash |
17% |
Amkor (AMKR) Zen Horizon Report5. Juni 2026 · Watch |
FY2025 |
| 255 |
Smithfield Foods, Inc. Common Stock
SFD · USA
|
$10B |
59/100
Mittel
|
— |
10.5%low 0.2% |
10 yr+ |
0.1× |
11% |
— |
FY2025 |
| 256 |
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 |
| 257 |
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 |
| 258 |
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 |
| 259 |
Royalty Pharma Plc
RPRX · USA
|
$34B |
58/100
Mittel
|
— |
16.4%low 0.8% |
10 yr+ |
1.3× |
100% |
— |
FY2025 |
| 260 |
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 |
| 261 |
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 |
| 262 |
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 |
| 263 |
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 |
| 264 |
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 |
| 265 |
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 |
| 266 |
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 |
| 267 |
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 |
| 268 |
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 |
| 269 |
Neurocrine Biosciences Inc
NBIX · USA
|
$17B |
56/100
Mittel
|
— |
1.8%low -44.8% |
8 yr |
Net cash |
99% |
— |
FY2025 |
| 270 |
Jones Lang LaSalle Incorporated
JLL · USA
|
$16B |
56/100
Mittel
|
— |
9.9%low 3.6% |
10 yr+ |
0.4× |
64% |
— |
FY2025 |
| 271 |
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 |
| 272 |
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 |
| 273 |
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 |
| 274 |
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 |
| 275 |
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 |
| 276 |
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 |
| 277 |
Zoom Video Communications Inc
ZM · USA
|
$28B |
55/100
Mittel
|
— |
10.6%low -0.0% |
8 yr |
Net cash |
77% |
— |
FY2026 |
| 278 |
SPX Corp
SPXC · USA
|
$11B |
55/100
Mittel
|
— |
10.5%low -44.5% |
9 yr |
0.1× |
34% |
— |
FY2025 |
| 279 |
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 |
| 280 |
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 |
| 281 |
Synnex Corporation
SNX · USA
|
$20B |
54/100
Mittel
|
— |
9.8%low 5.0% |
10 yr+ |
0.3× |
8% |
— |
FY2025 |
| 282 |
Penumbra Inc
PEN · USA
|
$13B |
54/100
Mittel
|
— |
3.7%low -3.0% |
3 yr |
Net cash |
65% |
— |
FY2025 |
| 283 |
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 |
| 284 |
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 |
| 285 |
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 |
| 286 |
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 |
| 287 |
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 |
| 288 |
American Water Works
AWK · USA
|
$27B |
53/100
Mittel
|
39/100 |
10.6%low 7.9% |
10 yr+ |
1.5× |
56% |
— |
FY2025 |
| 289 |
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 |
| 290 |
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 |
| 291 |
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 |
| 292 |
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 |
| 293 |
Advanced Drainage Systems Inc
WMS · USA
|
$11B |
53/100
Mittel
|
— |
20.5%low -25.0% |
6 yr |
0.8× |
31% |
— |
FY2026 |
| 294 |
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 |
| 295 |
Waste Connections Inc
WCN · USA
|
$42B |
52/100
Mittel
|
— |
8.5%low 3.0% |
10 yr+ |
1.1× |
41% |
— |
FY2025 |
| 296 |
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 |
| 297 |
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 |
| 298 |
Arrow Electronics Inc
ARW · USA
|
$11B |
52/100
Mittel
|
— |
11.8%low -4.2% |
6 yr |
0.4× |
12% |
— |
FY2025 |
| 299 |
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 |
| 300 |
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 |