Screen · Berkshire Criteria

Buffett Quality Screen

Buffett's "wonderful business" criteria, quantified into six dimensions: earnings record (20), ROE quality (25 — Fortune's double standard), low leverage (15), pricing power (15), business stability (15) and capital efficiency (10), for a 0–100 total. The entry gate is the first of Berkshire's acquisition criteria — at least $50M average pre-tax earnings over the last three fiscal years (banks and insurers excluded, as leverage is their business model; investment trusts and closed-end funds excluded, as they are portfolios rather than operating companies). Recomputed periodically from each company's last ten fiscal years; cross-listings merged by canonical ticker. Hover the score for the six-dimension breakdown; companies we cover link to their report. Gefiltert nach profit streak "≥5 yr", Has report: 543 match(Filter löschen) · Seite 4 von 6.

# Titel Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Analyse FY
301 Walmart Inc. WMT · USA $885B
69/100 Stark
46/100 16.0%low 8.4% 10 yr+ 0.6× 25% Walmart Research from a Long-Term Owner's Perspective23. Mai 2026 · Watch FY2026
302 Thermo Fisher Scientific Inc TMO · USA $213B
69/100 Stark
47/100 13.3%low 8.8% 10 yr+ 0.5× 44% Thermo Fisher: A Long-Term Owner's Perspective25. Mai 2026 · Watch FY2025
303 Eaton Corporation PLC ETN · USA $150B
69/100 Stark
46/100 15.3%low 9.4% 10 yr+ 0.5× 40% Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of Safety5. August 2026 · Hold FY2025
304 China Yangtze Power Co Ltd 600900 · Shanghai $100B
69/100 Stark
39/100 14.7%low 10.4% 10 yr+ 1.3× 59% China Yangtze Power: Six Dams, a 70% Payout Floor, and Why 15.5x Owner Earnings Still Leaves No Margin of Safety20. August 2026 · Hold FY2025
305 Woodward Inc WWD · USA $21B
69/100 Stark
30/100 13.2%low 9.0% 10 yr+ 0.2× 25% Woodward: A Long-Term Owner's Perspective3. Juni 2026 · Watch FY2025
306 New York Times Company NYT · USA $12B
69/100 Stark
50/100 10.6%low 0.5% 10 yr+ Net cash 51% The New York Times: Bündelökonomik zum vollen Preis17. Juni 2026 · Halten FY2025
307 Shenzhen Transsion Holdings Co Ltd 688036 · Shanghai $10B
69/100 Stark
41/100 20.3%low 3.2% 10 yr+ Net cash 21% Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value27. August 2026 · Hold FY2025
308 InterDigital Inc IDCC · USA $7.9B
69/100 Stark
38/100 21.2%low 2.7% 10 yr+ Net cash 74% InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling16. September 2026 · Hold FY2025
309 MSA Safety MSA · USA $7.3B
69/100 Stark
44/100 14.7%low 2.6% 10 yr+ 0.3× 45% MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy Ceiling17. September 2026 · Hold FY2025
310 Morgan Stanley MS · USA $331B
68/100 Stark
46/100 11.1%low 7.9% 10 yr+ Net cash 77% Morgan Stanley Deep Value Investment Research Report25. Mai 2026 · Watch FY2025
311 Charles Schwab Corp SCHW · USA $183B
68/100 Stark
44/100 13.7%low 5.9% 10 yr+ Net cash 90% Charles Schwab: A Long-Term Owner's Perspective25. Mai 2026 · Watch FY2025
312 Schneider Electric S.E. SU · Paris $176B
68/100 Stark
45/100 12.5%low 8.5% 10 yr+ 0.6× 40% Schneider Electric (SU.PA) Zen Horizon Research Report5. Juni 2026 · Watch FY2025
313 Norfolk Southern Corporation NSC · USA $75B
68/100 Stark
32/100 19.4%low 13.4% 10 yr+ 1.0× 37% Norfolk Southern: A Deep Value Investment Analysis26. Mai 2026 · Watch FY2025
314 H & M Hennes & Mauritz AB (publ) HM-B · ST $30B
68/100 Stark
32/100 20.2%low 2.3% 10 yr+ 2.4× 52% H&M: The Margin Repair Is Real, the Growth Engine Is Not, and 23.8x Leaves No Cushion20. August 2026 · Hold FY2025
315 Pop Mart International Group Ltd 9992 · Hongkong $27B
68/100 Stark
52/100 26.0%low 2.0% 9 yr Net cash 61% Pop Mart: A Deep Long-Term Value Study19. Mai 2026 · Watch FY2025
316 Chow Tai Fook Jewellery Group Ltd 1929 · Hongkong $16B
68/100 Stark
41/100 18.2%low 9.6% 10 yr+ 0.7× 27% Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value25. Juni 2026 · Hold FY2026
317 Wise Group plc Class A Ordinary Shares WSE · USA $12B
68/100 Stark
52/100 16.5%low 5.8% 10 yr+ Net cash 66% Wise: A Record-Low 50-Basis-Point Take Rate Still Drives 26% Volume Growth, but a Quarter of Net Revenue Is Interest and $13.04 Has No Margin of Safety31. August 2026 · Hold FY2026
318 Valmont Industries Inc VMI · USA $9.4B
68/100 Stark
41/100 14.7%low 8.9% 10 yr+ 0.5× 27% Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of Safety18. September 2026 · Hold FY2025
319 Sunny Optical Technology Group Co Ltd 2382 · Hongkong $7.7B
68/100 Stark
47/100 22.0%low 4.9% 10 yr+ Net cash 20% Sunny Optical: Other Products Supply a Third of Gross Profit on 18.4% of Revenue, but Handset Margin at 12.3% Leaves No Safety Margin at HKD 62.6027. August 2026 · Watch FY2025
320 AutoNation Inc AN · USA $7.1B
68/100 Stark
39/100 29.7%low 11.8% 10 yr+ 4.3× 17% AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety1. September 2026 · Hold FY2025
321 ENN Energy Holdings Ltd 2688 · Hongkong $6.7B
68/100 Stark
39/100 16.5%low 12.3% 10 yr+ 0.2× 15% ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling16. September 2026 · Cautious Buy FY2025
322 Amgen Inc AMGN · USA $208B
67/100 Stark
43/100 51.4%low 7.8% 10 yr+ 5.3× 76% Amgen Inc. Deep-Dive Value Investing Analysis21. Mai 2026 · Watch FY2025
323 The TJX Companies Inc TJX · USA $174B
67/100 Stark
43/100 50.0%low 1.5% 10 yr+ 0.7× 29% TJX: A Long-Term Owner's Perspective25. Mai 2026 · Watch FY2026
324 Gilead Sciences Inc GILD · USA $162B
67/100 Stark
47/100 24.9%low 0.7% 10 yr+ 0.6× 82% Gilead Sciences In-Depth Value Investment Research22. Mai 2026 · Watch FY2025
325 Compagnie Financière Richemont SA CFR · SW $143B
67/100 Stark
48/100 9.6%low 1.7% 10 yr+ Net cash 64% Compagnie Financière Richemont SA: Jewellery Earns EUR 5.04bn of Operating Profit While Watchmakers Earn EUR 107m, and CHF 183.65 Sits 18% Above the Conservative Value9. September 2026 · Hold FY2026
326 Republic Services Inc RSG · USA $65B
67/100 Stark
45/100 14.4%low 8.0% 10 yr+ 0.0× 31% Republic Services: An In-Depth Value Study26. Mai 2026 · Watch FY2025
327 State Street Corp STT · USA $51B
67/100 Stark
42/100 9.9%low 8.2% 10 yr+ Net cash 84% State Street Corporation: In-Depth Value Investing Research27. Mai 2026 · Watch FY2025
328 ASM International NV ASM · Amsterdam $42B
67/100 Stark
45/100 16.8%low 6.7% 10 yr+ Net cash 47% ASM International Deep Value Investment Analysis4. Juni 2026 · Watch FY2025
329 Lenovo Group 0992 · Hongkong $38B
67/100 Stark
43/100 21.6%low -3.0% 8 yr 0.0× 16% Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research9. Juni 2026 · Watch FY2026
330 Asia Vital Components Co Ltd 3017 · Taiwan $33B
67/100 Stark
49/100 20.3%low 8.1% 10 yr+ Net cash 17% Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework5. Juni 2026 · Watch FY2025
331 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
332 Hexagon AB (publ) HEXA-B · ST $25B
67/100 Stark
50/100 10.6%low 6.0% 10 yr+ 0.3× 64% Hexagon AB (HEXA-B.ST) Zen Horizon Deep-Dive Research Report9. Juni 2026 · Watch FY2025
333 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
334 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
335 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
336 Zhengzhou Yutong Bus Co Ltd 600066 · Shanghai $10.0B
67/100 Stark
42/100 16.7%low 3.4% 10 yr+ Net cash 23% Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value27. August 2026 · Hold FY2025
337 SCHOTT Pharma AG & Co. KGaA 1SXP · XETRA $2.9B
67/100 Stark
35/100 20.6%low 16.4% 6 yr 35% SCHOTT Pharma: A GLP-1 Boom Priced by the Dose, Not the Drug, and a Capacity Bill That Has Yet to Prove Its Return6. August 2026 · Hold FY2025
338 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
339 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
340 Danone SA BN · Paris $47B
66/100 Stark
40/100 11.2%low 5.4% 10 yr+ 0.5× 49% Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety20. August 2026 · Hold FY2025
341 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
342 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
343 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
344 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
345 Zangge Holding Co Ltd 000408 · Shenzhen $18B
66/100 Stark
31/100 18.2%low 2.9% 10 yr+ Net cash 61% Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It4. September 2026 · Hold FY2025
346 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
347 Shenzhen Envicool Technology Co Ltd 002837 · Shenzhen $8.3B
66/100 Stark
47/100 12.9%low 10.0% 10 yr+ Net cash 32% Envicool Tiefgehende Analyse14. Juni 2026 · Beobachten FY2025
348 Oracle Corporation ORCL · USA $374B
65/100 Stark
52/100 46.3%low 7.8% 10 yr+ 2.9× 76% Oracle Corporation28. Juli 2026 · Hold FY2026
349 Hon Hai Precision Industry Co Ltd 2317 · Taiwan $131B
65/100 Stark
38/100 10.4%low 7.8% 10 yr+ Net cash 6% Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research5. Juni 2026 · Hold FY2025
350 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
351 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
352 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
353 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
354 Timken Company TKR · USA $9.6B
65/100 Stark
38/100 14.8%low 9.1% 10 yr+ 0.6× 36% Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished8. Juli 2026 · Hold FY2025
355 Centrus Energy Corp. LEU · USA $3.5B
65/100 Stark
42/100 60.0%low 60.0% 6 yr Net cash 25% Centrus Energy Zen Horizon Framework Deep-Dive Research6. Juni 2026 · Watch FY2025
356 AstraZeneca PLC AZN · USA $279B
64/100 Mittel
51/100 15.4%low 0.3% 10 yr+ 0.5× 78% AstraZeneca: Eine eingehende Analyse15. Juni 2026 · Halten FY2025
357 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
358 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
359 Air Liquide SA AI · Paris $117B
64/100 Mittel
46/100 12.3%low 11.0% 10 yr+ 0.4× 59% Air Liquide (AI.PA) Buffett Framework Deep-Dive Research9. Juni 2026 · Watch FY2025
360 Luxshare Precision Industry Co Ltd 002475 · Shenzhen $62B
64/100 Mittel
45/100 18.8%low 10.3% 10 yr+ Net cash 16% Luxshare Precision: A Good Company, but Only a Fair Price21. Juli 2026 · Hold FY2025
361 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
362 ACM Research Shanghai Inc 688082 · Shanghai $18B
64/100 Mittel
42/100 19.4%low 5.5% 9 yr Net cash 46% ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of Safety4. Juli 2026 · Watch FY2025
363 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
364 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
365 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
366 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
367 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
368 Broadcom Inc AVGO · USA $1.9T
63/100 Mittel
56/100 24.2%low -7.9% 9 yr 0.6× 58% Broadcom: AI Revenue Grew 143% to 10.8 Billion Dollars, but 389.28 Dollars Buys the Base Case at a 1.30% Owner-Earnings Yield Against 4.74% Treasuries1. August 2026 · Hold FY2025
369 Siemens AG ADR SIEGY · USA $249B
63/100 Mittel
48/100 13.4%low 7.6% 10 yr+ 0.6× 35% Siemens AG (SIE.XETRA) Zen Horizon Research Report9. Juni 2026 · Watch FY2025
370 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
371 Rheinmetall AG RHM · XETRA $57B
63/100 Mittel
49/100 13.5%low 0.1% 10 yr+ Net cash 47% Rheinmetall: Respect Without Urgency for a Re-Rated Defence Prime23. Juli 2026 · Hold FY2025
372 Yageo Corp 2327 · Taiwan $55B
63/100 Mittel
46/100 21.4%low 12.1% 10 yr+ 0.3× 38% Yageo Corporation Deep-Dive Research14. Juni 2026 · Hold FY2025
373 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
374 Sieyuan Electric Co Ltd 002028 · Shenzhen $17B
63/100 Mittel
44/100 12.5%low 5.7% 10 yr+ Net cash 29% Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of Safety11. Juli 2026 · Watch FY2025
375 Mowi ASA MOWI · OL $12B
63/100 Mittel
42/100 16.5%low 4.3% 10 yr+ 0.5× 53% Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price2. Juli 2026 · Hold FY2025
376 Laopu Gold Co Ltd 6181 · Hongkong $7.2B
63/100 Mittel
48/100 24.4%low 10.9% 6 yr 0.4× 44% Laopu Gold: A Zen Horizon Framework Deep Dive7. Juni 2026 · Watch FY2025
377 Contemporary Amperex Technology Co., Limite 3750 · Hongkong $380B
62/100 Mittel
59/100 16.7%low 8.7% 10 yr+ Net cash 29% CATL: Eine Tiefenanalyse im Zen Horizon Framework4. Juni 2026 · Vorsichtiger Kauf FY2025
378 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
379 WuXi AppTec Co Ltd H 2359 · Hongkong $61B
62/100 Mittel
51/100 15.9%low 9.1% 10 yr+ Net cash 40% WuXi AppTec Co., Ltd.: Chemistry Resets the Earnings Base, the U.S. Question Stays Open, and HK$199.10 Leaves No Conservative Discount12. August 2026 · Hold FY2025
380 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
381 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
382 JSC National Atomic Company Kazatomprom KAP · IL $23B
62/100 Mittel
41/100 25.5%low 11.8% 10 yr+ 41% Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report9. Juni 2026 · Watch FY2025
383 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
384 Powertech Technology Inc 6239 · Taiwan $7.9B
62/100 Mittel
40/100 14.3%low 9.8% 10 yr+ 0.3× 20% Powertech Technology Deep-Dive Research11. Juni 2026 · Watch FY2025
385 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
386 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
387 Haleon PLC HLN · LSE $41B
61/100 Mittel
39/100 6.3%low 2.4% 7 yr 0.4× 61% Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety1. August 2026 · Hold FY2025
388 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
389 Shengyi Technology Co Ltd 600183 · Shanghai $36B
61/100 Mittel
43/100 15.5%low 8.3% 10 yr+ 0.0× 22% Shengyi Technology Long-Term Owner's Perspective Research9. Juni 2026 · Avoid FY2025
390 MYR Group Inc MYRG · USA $5.2B
61/100 Mittel
44/100 11.7%low 5.0% 10 yr+ Net cash 11% MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings8. August 2026 · Hold FY2025
391 Caterpillar Inc CAT · USA $375B
60/100 Mittel
46/100 34.1%low -0.5% 9 yr 1.6× 31% Caterpillar Long-Term Value Investment Analysis24. Mai 2026 · Watch FY2025
392 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
393 Arm Holdings plc American Depositary Shares ARM · USA $256B
59/100 Mittel
55/100 11.3%low 5.8% 6 yr Net cash 92% Arm Holdings: A Deep-Dive Value Analysis21. Mai 2026 · Watch FY2026
394 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
395 Sany Heavy Industry Co Ltd 600031 · Shanghai $26B
59/100 Mittel
45/100 13.1%low 0.9% 10 yr+ Net cash 28% SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic Recovery28. Mai 2026 · Hold FY2025
396 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
397 Jiangsu Hengli Hydraulic Co Ltd 601100 · Shanghai $20B
59/100 Mittel
44/100 18.1%low 2.0% 10 yr+ Net cash 38% Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story25. Juli 2026 · Hold FY2025
398 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
399 Inventec Corp 2356 · Taiwan $9.6B
59/100 Mittel
40/100 11.1%low 10.0% 10 yr+ 0.4× 5% Inventec: An AI-Server Manufacturer Still Earning Assembly Margins21. Juni 2026 · Hold FY2025
400 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