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 5 von 6.

# Titel Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Analyse FY
401 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
402 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
403 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
404 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
405 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
406 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
407 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
408 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
409 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
410 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
411 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
412 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
413 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
414 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
415 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
416 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
417 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
418 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
419 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
420 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
421 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
422 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
423 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
424 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
425 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
426 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
427 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
428 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
429 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
430 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
431 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
432 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
433 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
434 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
435 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
436 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
437 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
438 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
439 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
440 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
441 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
442 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
443 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
444 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
445 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
446 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
447 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
448 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
449 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
450 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
451 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
452 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
453 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
454 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
455 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
456 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
457 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
458 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
459 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
460 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
461 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
462 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
463 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
464 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
465 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
466 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
467 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
468 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
469 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
470 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
471 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
472 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
473 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
474 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
475 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
476 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
477 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
478 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
479 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
480 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
481 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
482 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
483 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
484 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
485 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
486 Marriott International Inc MAR · USA $97B
45/100 Eher schwach
48/100 33.4%low -62.1% 5 yr 19% Marriott International Deep Value Analysis22. Mai 2026 · Watch FY2025
487 Wheaton Precious Metals Corp WPM · USA $51B
45/100 Eher schwach
49/100 7.8%low 1.2% 10 yr+ Net cash 54% Wheaton Precious Metals In-Depth Research31. Mai 2026 · Hold FY2025
488 Advanced Micro Fabrication Inc 688012 · Shanghai $46B
45/100 Eher schwach
48/100 8.3%low 4.3% 9 yr Net cash 45% AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich Price9. Juni 2026 · Watch FY2025
489 Ares Management LP ARES · USA $42B
45/100 Eher schwach
52/100 13.9%low 5.2% 10 yr+ 3.1× 60% Ares Management: A Deep Dive into the Alternative Asset Management Platform23. Mai 2026 · Watch FY2025
490 EVE Energy 300014 · Shenzhen $17B
45/100 Eher schwach
49/100 13.4%low 9.8% 10 yr+ 0.6× 22% EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It Converts28. Juli 2026 · Watch FY2025
491 Goertek Inc 002241 · Shenzhen $11B
45/100 Eher schwach
41/100 10.2%low 3.5% 10 yr+ Net cash 15% GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case30. August 2026 · Hold FY2025
492 Aecom Technology Corporation ACM · USA $8.7B
45/100 Eher schwach
38/100 6.4%low -7.1% 5 yr 0.7× 5% AECOM: A 16.5% Segment Margin and 12.1x Earnings Are Genuinely Cheap, but First-Half Free Cash Flow of 15 Million Dollars Means 72.39 Dollars Only Buys the Base Case1. August 2026 · Hold FY2025
493 NKT A/S NKT · CO $8.6B
45/100 Eher schwach
47/100 2.1%low -9.5% 5 yr Net cash 34% NKT: A EUR 13bn Transmission Backlog and Rising Margins, but DKK 930 Already Pays for the 2027 Factories That Are Still Being Built26. August 2026 · Hold FY2025
494 PDD Holdings Inc. PDD · USA $126B
44/100 Eher schwach
49/100 -9.1%low -81.9% 5 yr Net cash 59% PDD Holdings Deep-Dive Research Report2. Juni 2026 · Watch FY2025
495 MPLX LP MPLX · USA $60B
44/100 Eher schwach
43/100 18.6%low -5.2% 5 yr 1.7× 42% MPLX LP: A 1.3x-Covered 7.4% Yield, $2.9 Billion of Growth Capex, and No Margin of Safety at $58.4124. August 2026 · Hold FY2025
496 United Microelectronics Corporation 2303 · Taiwan $52B
44/100 Eher schwach
43/100 11.4%low 3.7% 10 yr+ Net cash 27% United Microelectronics Corporation UMC Deep-Dive Research14. Juni 2026 · Watch FY2025
497 Jiangsu Nata Opto Electr Material 300346 · Shenzhen $4.8B
44/100 Eher schwach
43/100 6.1%low 0.6% 10 yr+ Net cash 39% Nata Opto-electronic: A Value-Investing Deep Dive20. Mai 2026 · Watch FY2025
498 Equifax Inc EFX · USA $20B
43/100 Eher schwach
46/100 12.6%low -14.9% 6 yr 1.1× 57% Equifax Inc. Deep Value Investment Research Report29. Mai 2026 · Watch FY2025
499 Weir Group PLC WEIR · LSE $8.7B
43/100 Eher schwach
43/100 4.7%low -23.7% 5 yr 0.7× 36% Weir PLC: 82% Aftermarket Revenue Meets 2.2x Leverage and a 15.2% ROCE, and £27.24 Already Prices the H2 Recovery8. September 2026 · Hold FY2025
500 EOG Resources Inc EOG · USA $79B
42/100 Eher schwach
42/100 15.3%low -7.8% 5 yr 0.2× 66% EOG Resources: A Long-Term Owner's Perspective26. Mai 2026 · Watch FY2025