| 401 |
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 |
| 402 |
Airbus Group SE
AIR · Paris
|
$172B |
58/100
Mittel
|
46/100 |
18.1%low -22.8% |
5 yr |
Net cash |
14% |
Airbus SE Tiefgehende Analyse15. Juni 2026 · Halten |
FY2025 |
| 403 |
Eoptolink Technology Inc Ltd
300502 · Shenzhen
|
$77B |
58/100
Mittel
|
46/100 |
18.9%low 2.8% |
10 yr+ |
Net cash |
32% |
Eoptolink Research from a Long-Term Business Owner's Perspective21. Mai 2026 · Watch |
FY2025 |
| 404 |
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 |
| 405 |
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 |
| 406 |
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 |
| 407 |
Saab AB (publ)
SAAB-B · ST
|
$31B |
58/100
Mittel
|
49/100 |
9.3%low 5.0% |
10 yr+ |
Net cash |
22% |
Saab: Europe's Sovereign Defense Franchise Is Real, but the Margin of Safety Is Gone10. Juli 2026 · Hold |
FY2025 |
| 408 |
WUS Printed Circuit Kunshan Co Ltd
002463 · Shenzhen
|
$28B |
58/100
Mittel
|
50/100 |
16.3%low 3.9% |
10 yr+ |
Net cash |
25% |
Long-Term Value Research on WUS Printed Circuit9. Juni 2026 · Watch |
FY2025 |
| 409 |
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 |
| 410 |
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 |
| 411 |
Red Avenue New Materials Group Co Ltd
603650 · Shanghai
|
$4.7B |
58/100
Mittel
|
45/100 |
16.5%low 9.8% |
10 yr+ |
0.4× |
29% |
Tongcheng New Material: A Long-Term Business Owner's Study20. Mai 2026 · Watch |
FY2025 |
| 412 |
Henan Pinggao Electric Co Ltd
600312 · Shanghai
|
$3.7B |
58/100
Mittel
|
34/100 |
5.9%low 0.8% |
10 yr+ |
Net cash |
18% |
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet Revenue4. Juli 2026 · Hold |
FY2025 |
| 413 |
Samsung Electronics Co Ltd
005930 · Korea
|
$1.7T |
57/100
Mittel
|
38/100 |
12.1%low 4.1% |
10 yr+ |
Net cash |
38% |
Samsung Electronics: Device Solutions Supplied 99.7% of Second-Quarter Operating Profit, and at 230,500 Won the Shares Already Trade Above the 185,000 Won Conservative Value6. August 2026 · Hold |
FY2025 |
| 414 |
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 |
| 415 |
Zijin Mining Group Co Ltd Class A
601899 · Shanghai
|
$123B |
57/100
Mittel
|
38/100 |
16.2%low 6.6% |
10 yr+ |
0.5× |
16% |
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go Right22. Juli 2026 · Hold |
FY2025 |
| 416 |
ASE Industrial Holding Co Ltd
3711 · Taiwan
|
$84B |
57/100
Mittel
|
42/100 |
13.5%low 8.5% |
10 yr+ |
0.5× |
18% |
ASE Technology Holding: An In-Depth Value Investing Study22. Mai 2026 · Watch |
FY2025 |
| 417 |
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 |
| 418 |
Compagnie de Saint-Gobain S.A.
SGO · Paris
|
$43B |
57/100
Mittel
|
48/100 |
8.7%low 2.2% |
10 yr+ |
0.4× |
26% |
Saint-Gobain: A Higher Margin Floor Is Proven, but at 74.16 EUR the Price Sits Above the 64 EUR Conservative Value29. Juli 2026 · Hold |
FY2025 |
| 419 |
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 |
| 420 |
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 |
| 421 |
Inspur Electronic Info Industr
000977 · Shenzhen
|
$15B |
57/100
Mittel
|
38/100 |
9.8%low 5.9% |
10 yr+ |
Net cash |
10% |
Inspur Information Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 422 |
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 |
| 423 |
Anji Microelectronics Tech Co Ltd
688019 · Shanghai
|
$7.6B |
57/100
Mittel
|
52/100 |
15.4%low 7.4% |
10 yr+ |
Net cash |
58% |
Anji Microelectronics: A High-Quality Compounder, but a Better Company Than Stock29. Juni 2026 · Watch |
FY2025 |
| 424 |
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 |
| 425 |
Compass Group PLC
CPG · LSE
|
— |
57/100
Mittel
|
45/100 |
26.7%low 2.8% |
10 yr+ |
0.8× |
24% |
Compass Group: A Fifth Year of 4–5% Net-New Business and 96% Retention Make the Compounding Real, but at $31.10 a 5.1% Owner-Earnings Yield and 1.7x Leverage Leave No Conservative-Case Margin of Safety18. September 2026 · Hold |
FY2025 |
| 426 |
Xiaomi Corp
1810 · Hongkong
|
$95B |
56/100
Mittel
|
48/100 |
12.8%low 1.7% |
8 yr |
Net cash |
16% |
Xiaomi Group Long-Term Owner-Oriented Research17. Mai 2026 · Watch |
FY2025 |
| 427 |
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 |
| 428 |
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 |
| 429 |
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 |
| 430 |
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 |
| 431 |
WuXi Biologics
2269 · Hongkong
|
$20B |
56/100
Mittel
|
52/100 |
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount12. Juni 2026 · Hold |
FY2025 |
| 432 |
Accelink Technologies Co Ltd
002281 · Shenzhen
|
$20B |
56/100
Mittel
|
44/100 |
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation14. Juni 2026 · Avoid |
FY2025 |
| 433 |
Hwatsing Technology Co. Ltd. A
688120 · Shanghai
|
$18B |
56/100
Mittel
|
43/100 |
15.8%low 10.5% |
6 yr |
— |
43% |
Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already Won5. Juli 2026 · Avoid |
FY2025 |
| 434 |
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 |
| 435 |
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 |
| 436 |
Trelleborg AB (publ)
TREL-B · ST
|
$10B |
56/100
Mittel
|
33/100 |
12.4%low -0.7% |
6 yr |
0.2× |
34% |
Trelleborg: A Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2025 |
| 437 |
Ningbo Orient Wires and Cables Co Ltd
603606 · Shanghai
|
$4.8B |
56/100
Mittel
|
47/100 |
15.4%low 3.2% |
10 yr+ |
Net cash |
21% |
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion17. Juli 2026 · Watch |
FY2025 |
| 438 |
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 |
| 439 |
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 |
| 440 |
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 |
| 441 |
Vinci S.A.
DG · Paris
|
$73B |
55/100
Mittel
|
44/100 |
14.5%low 5.9% |
10 yr+ |
0.6× |
18% |
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 203611. September 2026 · Hold |
FY2025 |
| 442 |
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 |
| 443 |
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 |
| 444 |
adidas AG
ADS · XETRA
|
$30B |
55/100
Mittel
|
44/100 |
17.2%low -1.6% |
2 yr |
0.7× |
50% |
adidas AG: Record Revenue, Record Doubt, and the Economics of a World Cup9. August 2026 · Hold |
FY2025 |
| 445 |
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 |
| 446 |
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 |
| 447 |
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 |
| 448 |
King Yuan Electronics Co Ltd
2449 · Taiwan
|
$12B |
54/100
Mittel
|
46/100 |
14.2%low 7.3% |
10 yr+ |
0.3× |
31% |
KYEC Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 449 |
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 |
| 450 |
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 |
| 451 |
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 |
| 452 |
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 |
| 453 |
Tesco PLC
TSCO · LSE
|
$39B |
53/100
Mittel
|
38/100 |
9.9%low 5.7% |
10 yr+ |
1.0× |
7% |
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit2. September 2026 · Hold |
FY2026 |
| 454 |
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 |
| 455 |
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 |
| 456 |
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 |
| 457 |
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 |
| 458 |
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 |
| 459 |
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 |
| 460 |
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 |
| 461 |
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 |
| 462 |
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 |
| 463 |
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 |
| 464 |
Wartsila Oyj Abp
WRT1V · HE
|
$19B |
52/100
Mittel
|
46/100 |
12.1%low -3.0% |
3 yr |
Net cash |
42% |
Wärtsilä: A Record EUR 2.849 Billion Order Quarter, 57% of Sales from Service, and No Margin of Safety at EUR 29.4624. August 2026 · Hold |
FY2025 |
| 465 |
Shandong Zhongji Electrical Equipment Co Ltd
300308 · Shenzhen
|
$141B |
51/100
Mittel
|
56/100 |
13.4%low 1.8% |
10 yr+ |
Net cash |
28% |
Innolight (Zhongji Innolight): Eine tiefgehende Value-Investment-Studie21. Mai 2026 · Beobachten |
FY2025 |
| 466 |
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 |
| 467 |
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 |
| 468 |
ONEOK Inc
OKE · USA
|
$57B |
51/100
Mittel
|
42/100 |
21.6%low 7.0% |
10 yr+ |
1.5× |
20% |
ONEOK In-Depth Value Investing Analysis27. Mai 2026 · Cautious Buy |
FY2025 |
| 469 |
WEC Energy Group Inc
WEC · USA
|
$36B |
51/100
Mittel
|
42/100 |
11.6%low 10.5% |
10 yr+ |
1.6× |
39% |
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In27. Mai 2026 · Watch |
FY2025 |
| 470 |
Pure Storage Inc
PSTG · USA
|
$22B |
51/100
Mittel
|
49/100 |
-15.8%low -51.2% |
4 yr |
Net cash |
68% |
Pure Storage: An All-Flash Foundation and the Hyperscaler Narrative14. Juni 2026 · Hold |
FY2026 |
| 471 |
PTC Inc
PTC · USA
|
$16B |
51/100
Mittel
|
48/100 |
8.4%low -6.5% |
6 yr |
0.3× |
77% |
PTC Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 472 |
NAURA Technology Group Co Ltd
002371 · Shenzhen
|
$70B |
50/100
Mittel
|
50/100 |
9.4%low 2.9% |
10 yr+ |
Net cash |
39% |
NAURA Technology Group SUN-R Investmentanalyse16. Juni 2026 · Beobachten |
FY2025 |
| 473 |
Fresnillo PLC
FRES · LSE
|
$23B |
50/100
Mittel
|
31/100 |
12.3%low 3.7% |
10 yr+ |
Net cash |
35% |
Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is Done4. Juli 2026 · Hold |
FY2025 |
| 474 |
Futu Holdings Ltd
FUTU · USA
|
$15B |
50/100
Mittel
|
49/100 |
6.3%low -70.9% |
8 yr |
Net cash |
76% |
Futu Holdings In-Depth Research Report24. Mai 2026 · Watch |
FY2025 |
| 475 |
Eurofins Scientific SE
ERF · Paris
|
$13B |
50/100
Mittel
|
51/100 |
10.6%low 6.1% |
10 yr+ |
1.3× |
55% |
Eurofins Scientific (Eurofins Scientific SE, ERF.PA) — Zen Horizon Report8. Juni 2026 · Watch |
FY2025 |
| 476 |
Western Superconducting Tech Co Ltd
688122 · Shanghai
|
$4.8B |
50/100
Mittel
|
43/100 |
10.9%low 6.2% |
10 yr+ |
Net cash |
33% |
Western Superconducting: A Long-Term Enterprise Value Analysis21. Mai 2026 · Watch |
FY2025 |
| 477 |
Rolls-Royce Holdings PLC
RR · LSE
|
$154B |
49/100
Eher schwach
|
48/100 |
36.9%‡low 3.6% |
3 yr |
Net cash |
17% |
Rolls-Royce (RR.LSE) Zen Horizon Research Report8. Juni 2026 · Hold |
FY2025 |
| 478 |
Safran SA
SAF · Paris
|
$151B |
49/100
Eher schwach
|
51/100 |
16.0%low -23.6% |
1 yr |
Net cash |
44% |
Safran SA (SAF.PA) — Zen Horizon Report8. Juni 2026 · Watch |
FY2025 |
| 479 |
Applovin Corp
APP · USA
|
$133B |
49/100
Eher schwach
|
50/100 |
28.0%low -10.1% |
3 yr |
0.5× |
75% |
AppLovin Corporation In-Depth Value Investment Research21. Mai 2026 · Watch |
FY2025 |
| 480 |
Valero Energy Corporation
VLO · USA
|
$90B |
49/100
Eher schwach
|
31/100 |
15.3%low -7.6% |
5 yr |
0.3× |
5% |
Valero Energy Corporation: A Long-Term Value Investing Study26. Mai 2026 · Watch |
FY2025 |
| 481 |
Qiagen NV
QGEN · USA
|
$7.5B |
49/100
Eher schwach
|
42/100 |
7.4%low -1.6% |
6 yr |
0.1× |
63% |
QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the Price17. Juli 2026 · Hold |
FY2025 |
| 482 |
SÜSS MicroTec SE
SMHN · XETRA
|
$1.9B |
49/100
Eher schwach
|
42/100 |
9.0%low -13.0% |
6 yr |
Net cash |
35% |
SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad Price9. Juni 2026 · Watch |
FY2025 |
| 483 |
Linde plc Ordinary Shares
LIN · USA
|
$221B |
48/100
Eher schwach
|
47/100 |
13.9%low 4.7% |
10 yr+ |
0.6× |
32% |
In-Depth Value Investment Analysis of Linde plc22. Mai 2026 · Watch |
FY2025 |
| 484 |
nVent Electric PLC
NVT · USA
|
$25B |
48/100
Eher schwach
|
46/100 |
10.5%low -2.0% |
5 yr |
0.4× |
39% |
nVent Electric (NVT) Zen Horizon Research Report8. Juni 2026 · Hold |
FY2025 |
| 485 |
UDR Inc
UDR · USA
|
$14B |
48/100
Eher schwach
|
39/100 |
5.2%low 1.6% |
10 yr+ |
1.9× |
23% |
UDR Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 486 |
On Holding Ltd
ONON · USA
|
$13B |
48/100
Eher schwach
|
52/100 |
1.3%low -20.1% |
4 yr |
Net cash |
58% |
On Holding: Premiumwachstum, eingepreist auf Perfektion17. Juni 2026 · Halten |
FY2025 |
| 487 |
Ningbo Tuopu Group Co Ltd
601689 · Shanghai
|
$11B |
48/100
Eher schwach
|
48/100 |
12.0%low 6.2% |
10 yr+ |
0.2× |
24% |
Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot Option23. Juli 2026 · Hold |
FY2025 |
| 488 |
WuXi XDC Cayman Inc
2268 · Hongkong
|
$8.8B |
48/100
Eher schwach
|
48/100 |
17.4%low 5.2% |
10 yr+ |
Net cash |
30% |
WuXi XDC: Skalierung des ADC-Fertigungsnetzwerks17. Juni 2026 · Halten |
FY2025 |
| 489 |
Investor AB ser. B
INVE-B · ST
|
$135B |
47/100
Eher schwach
|
44/100 |
12.7%low -12.4% |
3 yr |
0.1× |
99% |
Investor AB: Q2 2026 Adjusted NAV of SEK 1,214.7bn or SEK 397 per Share Leaves the SEK 402.75 Quote at a 1.45% Premium Instead of the 7% to 13% Discount Normal in 2021 to 202511. September 2026 · Hold |
FY2025 |
| 490 |
MercadoLibre Inc.
MELI · USA
|
$95B |
47/100
Eher schwach
|
56/100 |
15.4%low -10.9% |
5 yr |
0.8× |
49% |
MercadoLibre: Eine Anlageanalyse aus der Perspektive eines langfristigen Unternehmenseigentümers22. Mai 2026 · Beobachten |
FY2025 |
| 491 |
Expedia Group Inc.
EXPE · USA
|
$35B |
47/100
Eher schwach
|
46/100 |
11.9%low -103.2% |
5 yr |
Net cash |
83% |
Expedia Group Deep Value Investment Analysis29. Mai 2026 · Watch |
FY2025 |
| 492 |
Wistron Corp
3231 · Taiwan
|
$19B |
47/100
Eher schwach
|
47/100 |
12.7%low 4.4% |
10 yr+ |
1.1× |
6% |
Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing Chain12. Juni 2026 · Hold |
FY2025 |
| 493 |
TransUnion
TRU · USA
|
$15B |
47/100
Eher schwach
|
48/100 |
13.2%low -5.1% |
2 yr |
1.0× |
64% |
TransUnion: Strip Out the Zero-Margin FICO Royalty and the 12% to 13% Reported Growth Outlook Becomes 5% to 6%, While 78.62 Dollars Sits Above the Conservative Range2. August 2026 · Hold |
FY2025 |
| 494 |
Palantir Technologies Inc.
PLTR · USA
|
$295B |
46/100
Eher schwach
|
63/100 |
-12.7%low -76.6% |
3 yr |
Net cash |
76% |
Palantir Technologies Inc.: 93% Growth and a 47% GAAP Operating Margin, but $174.33 Already Equals the $172 Optimistic DCF Value5. September 2026 · Watch |
FY2025 |
| 495 |
Nextera Energy Inc
NEE · USA
|
$181B |
46/100
Eher schwach
|
43/100 |
13.1%low 8.0% |
10 yr+ |
1.7× |
57% |
NextEra Energy: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 496 |
BYD Co Ltd Class A
002594 · Shenzhen
|
$122B |
46/100
Eher schwach
|
48/100 |
10.8%low 2.8% |
10 yr+ |
0.1× |
17% |
BYD: Exports Reached 43.8% of First-Half Volume While Group Sales Fell 15.7% and First-Quarter Free Cash Flow Ran 19.3 Billion Yuan Negative3. August 2026 · Hold |
FY2025 |
| 497 |
Airbnb Inc
ABNB · USA
|
$90B |
46/100
Eher schwach
|
50/100 |
-1.8%low -158.0% |
4 yr |
Net cash |
79% |
Airbnb Value Investment Deep-Dive22. Mai 2026 · Watch |
FY2025 |
| 498 |
Nexans S.A.
NEX · Paris
|
$7.6B |
46/100
Eher schwach
|
46/100 |
8.3%low -9.7% |
6 yr |
0.1× |
12% |
Nexans: A Subsea Margin Story the Price Has Largely Absorbed26. August 2026 · Hold |
FY2025 |
| 499 |
Zhejiang Shuanghuan Driveline Co Ltd
002472 · Shenzhen
|
$4.6B |
46/100
Eher schwach
|
44/100 |
7.2%low 1.4% |
10 yr+ |
0.1× |
21% |
Zhejiang Shuanghuan Driveline: A Precision-Gear Cash Engine Carrying a Still-Optional Robot-Reducer Bet25. Juni 2026 · Hold |
FY2025 |
| 500 |
T-Mobile US Inc
TMUS · USA
|
$185B |
45/100
Eher schwach
|
46/100 |
11.4%low 3.7% |
10 yr+ |
2.0× |
57% |
T-Mobile Long-Term Owner's View Research23. Mai 2026 · Watch |
FY2025 |