| 201 |
Thales S.A.
HO · Paris
|
$55B |
77/100
Stark
|
46/100 |
16.8%low 9.5% |
10 yr+ |
0.2× |
25% |
Thales: A Genuine Defence-Electronics Quality Compounder, Priced Like the Best Case Is Already Locked In7. Juli 2026 · Hold |
FY2025 |
| 202 |
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 |
| 203 |
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 |
| 204 |
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 |
| 205 |
Tingyi
0322 · Hongkong
|
$8.6B |
77/100
Stark
|
33/100 |
18.3%low 6.8% |
10 yr+ |
0.1× |
31% |
Tingyi: A Mature Cash Cow Whose Profit Growth Comes From Margin, Not Sales25. August 2026 · Hold |
FY2025 |
| 206 |
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 |
| 207 |
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 |
| 208 |
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 |
| 209 |
Shenzhen Inovance Tech
300124 · Shenzhen
|
$24B |
76/100
Stark
|
49/100 |
18.2%low 11.0% |
10 yr+ |
Net cash |
37% |
Tiefgehende Analyse zu Inovance Technology15. Juni 2026 · Halten |
FY2025 |
| 210 |
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 |
| 211 |
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 |
| 212 |
Beijing Kingsoft Office Software In
688111 · Shanghai
|
$18B |
76/100
Stark
|
48/100 |
15.1%low 6.6% |
10 yr+ |
Net cash |
88% |
Kingsoft Office In-Depth Research14. Juni 2026 · Hold |
FY2025 |
| 213 |
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 |
| 214 |
Bunzl PLC
BNZL · LSE
|
$11B |
76/100
Stark
|
39/100 |
19.3%low 16.5% |
10 yr+ |
0.8× |
20% |
Bunzl: 0.4% Underlying Growth, 237 Acquisitions, and 15.6 Times Earnings29. August 2026 · Hold |
FY2025 |
| 215 |
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 |
| 216 |
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 |
| 217 |
Zhejiang Dingli Mach Co Ltd
603338 · Shanghai
|
$4.2B |
76/100
Stark
|
44/100 |
17.3%low 12.9% |
10 yr+ |
Net cash |
37% |
Zhejiang Dingli: H1 Revenue Grew 24.9% and Its 20.6% EU Duty Beats Rivals at 35–49%, but Cash Conversion Fell to 0.32x and CNY 53.87 Sits 28% Above the CNY 42 Conservative Value Ahead of Final U.S. Duty Rulings18. September 2026 · Watch |
FY2025 |
| 218 |
Eckert & Ziegler Strahlen- und Medizintechnik AG
EUZ · XETRA
|
$1.0B |
76/100
Stark
|
44/100 |
14.4%low 9.1% |
10 yr+ |
Net cash |
48% |
Eckert & Ziegler SE: A Better Business, Not Yet a Better Price15. Juli 2026 · Hold |
FY2025 |
| 219 |
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 |
| 220 |
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 |
| 221 |
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 |
| 222 |
Deutsche Post AG
DHL · XETRA
|
$70B |
75/100
Stark
|
38/100 |
19.6%low 14.0% |
10 yr+ |
0.9× |
11% |
DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value14. September 2026 · Hold |
FY2025 |
| 223 |
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 |
| 224 |
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 |
| 225 |
Intertek Group PLC
ITRK · LSE
|
$11B |
75/100
Stark
|
45/100 |
30.4%low 22.5% |
10 yr+ |
1.2× |
32% |
Intertek: Qualitäts-Compounder im Übernahmeangebot17. Juni 2026 · Halten |
FY2025 |
| 226 |
Orkla ASA
ORK · OL
|
$11B |
75/100
Stark
|
35/100 |
14.3%low 9.8% |
10 yr+ |
0.3× |
50% |
Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.1025. August 2026 · Hold |
FY2025 |
| 227 |
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 |
| 228 |
Li Ning Co Ltd
2331 · Hongkong
|
$4.9B |
75/100
Stark
|
43/100 |
15.0%low 10.2% |
10 yr+ |
Net cash |
49% |
Li Ning Company: 11 Times Trailing Earnings and Almost RMB20 Billion of Net Cash, Against a Q2 2026 Sell-Through Reversal8. August 2026 · Hold |
FY2025 |
| 229 |
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 |
| 230 |
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 |
| 231 |
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 |
| 232 |
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 |
| 233 |
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 |
| 234 |
Alfa Laval AB
ALFA · ST
|
$25B |
74/100
Stark
|
47/100 |
15.9%low 11.4% |
10 yr+ |
0.3× |
34% |
Alfa Laval: A 35% Order Surge, a 2% Profit Increase, and 29 Times Earnings27. August 2026 · Hold |
FY2025 |
| 235 |
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 |
| 236 |
SGS SA
SGSN · SW
|
$24B |
74/100
Stark
|
44/100 |
48.5%low 30.6% |
10 yr+ |
3.3× |
48% |
SGS: Hochwertiger TIC-Compounder zum vollen Wert17. Juni 2026 · Halten |
FY2025 |
| 237 |
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 |
| 238 |
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 |
| 239 |
Ningbo Deye Technology Co Ltd
605117 · Shanghai
|
$15B |
74/100
Stark
|
44/100 |
36.6%low 21.9% |
10 yr+ |
Net cash |
29% |
Ningbo Deye: H1 Operating Cash Flow Was 1.54x Net Income, but CNY 4.071bn of It Came from Expanding Supplier Credit13. September 2026 · Hold |
FY2025 |
| 240 |
Skanska AB (publ)
SKA-B · ST
|
$12B |
74/100
Stark
|
38/100 |
15.3%low 8.9% |
10 yr+ |
Net cash |
9% |
Skanska AB: A Record SEK 297.5bn Backlog Rests on a 4.3% Contractor Margin, and SEK 271.90 Leaves No Conservative Margin of Safety5. September 2026 · Hold |
FY2025 |
| 241 |
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 |
| 242 |
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 |
| 243 |
JD Sports Fashion PLC
JD · LSE
|
$5.4B |
74/100
Stark
|
37/100 |
20.6%low 6.7% |
10 yr+ |
0.9× |
48% |
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control2. September 2026 · Watch |
FY2026 |
| 244 |
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 |
| 245 |
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 |
| 246 |
Teradyne Inc
TER · USA
|
$58B |
73/100
Stark
|
46/100 |
23.3%low -2.4% |
9 yr |
0.0× |
58% |
Teradyne Deep Value Investment Analysis27. Mai 2026 · Watch |
FY2025 |
| 247 |
Elite Material Co Ltd
2383 · Taiwan
|
$53B |
73/100
Stark
|
47/100 |
23.8%low 14.7% |
10 yr+ |
0.0× |
26% |
Long-Term Value Research on Taiwan Elite Material (EMC)9. Juni 2026 · Watch |
FY2025 |
| 248 |
Zhejiang Sanhua Co Ltd
002050 · Shenzhen
|
$22B |
73/100
Stark
|
43/100 |
15.8%low 12.8% |
10 yr+ |
Net cash |
28% |
Sanhua Intelligent Controls (002050.SHE) Zen Horizon Deep-Dive Research5. Juni 2026 · Watch |
FY2025 |
| 249 |
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 |
| 250 |
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 |
| 251 |
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 |
| 252 |
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 |
| 253 |
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 |
| 254 |
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 |
| 255 |
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 |
| 256 |
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 |
| 257 |
Prosus N.V.
PRX · Amsterdam
|
$92B |
72/100
Stark
|
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 Safety20. August 2026 · Hold |
FY2026 |
| 258 |
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 |
| 259 |
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 |
| 260 |
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 |
| 261 |
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 |
| 262 |
Quanta Computer Inc
2382 · Taiwan
|
$52B |
72/100
Stark
|
44/100 |
18.0%low 10.8% |
10 yr+ |
0.5× |
6% |
Quanta (2382.TW) Zen Horizon Research Report8. Juni 2026 · Hold |
FY2025 |
| 263 |
Autodesk Inc
ADSK · USA
|
$49B |
72/100
Stark
|
52/100 |
32.5%low -79.0% |
7 yr |
0.0× |
89% |
Autodesk: A Deep Value Investment Analysis21. Mai 2026 · Watch |
FY2026 |
| 264 |
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 |
| 265 |
ACS Actividades de Construccion y Servicios SA
ACS · MC
|
$32B |
72/100
Stark
|
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-rating21. August 2026 · Hold |
FY2025 |
| 266 |
Sungrow Power Supply Co Ltd
300274 · Shenzhen
|
$30B |
72/100
Stark
|
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%2. August 2026 · Watch |
FY2025 |
| 267 |
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 |
| 268 |
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 |
| 269 |
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 |
| 270 |
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 |
| 271 |
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 |
| 272 |
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 |
| 273 |
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 |
| 274 |
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 |
| 275 |
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 |
| 276 |
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 |
| 277 |
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 |
| 278 |
UCB SA
UCB · BR
|
$45B |
71/100
Stark
|
50/100 |
10.2%low 3.8% |
10 yr+ |
Net cash |
71% |
UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-Rated29. Juni 2026 · Hold |
FY2025 |
| 279 |
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 |
| 280 |
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 |
| 281 |
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 |
| 282 |
IES Holdings Inc
IESC · USA
|
$15B |
71/100
Stark
|
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 Value7. August 2026 · Watch |
FY2025 |
| 283 |
Solventum Corp.
SOLV · USA
|
$15B |
71/100
Stark
|
39/100 |
16.4%low 11.4% |
6 yr |
0.8× |
57% |
Solventum Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 284 |
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 |
| 285 |
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 |
| 286 |
Guangdong Haid Group Co Ltd
002311 · Shenzhen
|
$11B |
71/100
Stark
|
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 Safety31. August 2026 · Hold |
FY2025 |
| 287 |
Hundsun Technologies Inc
600570 · Shanghai
|
$6.1B |
71/100
Stark
|
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 Safety16. August 2026 · Hold |
FY2025 |
| 288 |
MediaTek Inc
2454 · Taiwan
|
$226B |
70/100
Stark
|
50/100 |
17.2%low 7.4% |
10 yr+ |
Net cash |
41% |
MediaTek (2454.TW) Zen Horizon Framework Deep-Dive Research9. Juni 2026 · Watch |
FY2025 |
| 289 |
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 |
| 290 |
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 |
| 291 |
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 |
| 292 |
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 |
| 293 |
Shaanxi Coal Industry Co Ltd
601225 · Shanghai
|
$34B |
70/100
Stark
|
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 Price20. August 2026 · Hold |
FY2025 |
| 294 |
Bureau Veritas SA
BVI · Paris
|
$13B |
70/100
Stark
|
47/100 |
27.2%low 10.1% |
10 yr+ |
1.0× |
30% |
Bureau Veritas: Qualitäts-TIC, eingepreist auf Wiederbeschleunigung17. Juni 2026 · Halten |
FY2025 |
| 295 |
Tsingtao Brewery Co Ltd
600600 · Shanghai
|
$11B |
70/100
Stark
|
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 Value5. September 2026 · Hold |
FY2025 |
| 296 |
AptarGroup Inc
ATR · USA
|
$8.5B |
70/100
Stark
|
38/100 |
14.1%low 11.6% |
10 yr+ |
0.4× |
35% |
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion26. August 2026 · Hold |
FY2025 |
| 297 |
Zhejiang Dahua Technology Co Ltd
002236 · Shenzhen
|
$7.7B |
70/100
Stark
|
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 Safety17. September 2026 · Hold |
FY2025 |
| 298 |
Valmet Oyj
VALMT · HE
|
$5.2B |
70/100
Stark
|
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 Priced2. September 2026 · Hold |
FY2025 |
| 299 |
Science Applications International Corporation Common Stock
SAIC · USA
|
$5.0B |
70/100
Stark
|
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 Value26. August 2026 · Hold |
FY2026 |
| 300 |
Auras Technology Co Ltd
3324 · TWO
|
$3.3B |
70/100
Stark
|
50/100 |
21.2%low 10.1% |
10 yr+ |
Net cash |
20% |
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling Stack20. Juni 2026 · Hold |
FY2025 |