Scores · Baillie-Wachstums-Zehn

Baillie-Wachstums-Board

Langfristige Wachstumsstärke, gemessen an der Summe der zehn „Wachstums-Zehn“-Scores von Baillie (0–100), sortiert nach Gesamtscore, absteigend. Es werden nur Analysen aufgeführt, bei denen alle zehn Fragen vollständig bewertet sind; pro Unternehmen wird die neueste Analyse gezeigt (mehrere Aktiengattungen und Mehrfachnotierungen werden nach dem kanonischen Titel-Symbol zusammengeführt). Gefiltert nach Bewertungslage „偏高“: 100 Treffer(Filter löschen).

# Titel Analyse Rating Bewertungslage Baillie-Gesamtscore▼ Buffett Aktualisiert
1 Palantir Technologies Inc. PLTR · USA Palantir Technologies Inc.: 93% Growth and a 47% GAAP Operating Margin, but $174.33 Already Equals the $172 Optimistic DCF Value5. September 2026 Watch
63/100 Mittel
46/100 5. September 2026
2 TeraWulf Inc. WULF · USA TeraWulf: Lake Mariner Is a Real Scarce-Power Campus, but at 15.09 USD the Price Already Assumes Substantial Execution Success30. Juli 2026 Watch
58/100 Mittel
— 30. Juli 2026
3 argenx SE ARGX · USA argenx (ARGX.US / ARGX.BR): Ein Zen Horizon Bericht9. Juni 2026 Beobachten
55/100 Mittel
38/100 10. Juni 2026
4 Astera Labs, Inc. ALAB · USA Astera Labs (ALAB): A Zen Horizon Report5. Juni 2026 Watch
55/100 Mittel
— 10. Juni 2026
5 Oracle Corporation ORCL · USA Oracle Corporation28. Juli 2026 Hold
52/100 Mittel
65/100 28. Juli 2026
6 Interactive Brokers Group, Inc. IBKR · USA Interactive Brokers: A Long-Term Owner's View25. Mai 2026 Watch
52/100 Mittel
54/100 10. Juni 2026
7 Workday, Inc. WDAY · USA Workday: A Long-Term Owner's Perspective23. Mai 2026 Watch
52/100 Mittel
52/100 11. Juni 2026
8 Autodesk, Inc. ADSK · USA Autodesk: A Deep Value Investment Analysis21. Mai 2026 Watch
52/100 Mittel
72/100 10. Juni 2026
9 Salesforce, Inc. CRM · USA 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
51/100 Mittel
64/100 1. August 2026
10 JFrog Ltd. FROG · USA JFrog: Software-Lieferkette, bepreist für den Erfolg17. Juni 2026 Halten
51/100 Mittel
— 18. Juni 2026
11 Netflix, Inc. NFLX · USA Netflix: A Long-Term Business Owner's Perspective22. Mai 2026 Watch
51/100 Mittel
74/100 10. Juni 2026
12 BeOne Medicines Ltd. ONC · USA BeOne Medicines: A Real Oncology Winner, Already Priced For More14. Juli 2026 Hold
50/100 Mittel
— 14. Juli 2026
13 MSCI Inc. MSCI · USA MSCI Investment Research Report27. Mai 2026 Watch
50/100 Mittel
86/100 10. Juni 2026
14 Airbnb, Inc. ABNB · USA Airbnb Value Investment Deep-Dive22. Mai 2026 Watch
50/100 Mittel
46/100 11. Juni 2026
15 GE Vernova Inc. GEV · USA GE Vernova Inc.: Free Cash Flow Guidance Rose 71% on $11.7bn of H1 Working Capital, and $941.95 Sits Above the $590-780 Hold Band6. September 2026 Watch
49/100 Eher schwach
— 6. September 2026
16 Asia Vital Components Co., Ltd. (AVC) 3017 · Taiwan Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework5. Juni 2026 Watch
49/100 Eher schwach
67/100 10. Juni 2026
17 Mastercard Incorporated MA · USA Mastercard Deep Value Investment Research25. Mai 2026 Watch
49/100 Eher schwach
86/100 10. Juni 2026
18 Futu Holdings Limited FUTU · USA Futu Holdings In-Depth Research Report24. Mai 2026 Watch
49/100 Eher schwach
50/100 11. Juni 2026
19 OpenAI (PBC, OpenAI Group) OPENAI · Nicht börsennotiert OpenAI Deep Value Investment Research19. Mai 2026 Watch
49/100 Eher schwach
— 11. Juni 2026
20 Leader Harmonious Drive Systems Co., Ltd. 688017 · Shanghai Leaderdrive: China's Harmonic-Reducer Leader Priced for a Humanoid Future20. Juni 2026 Avoid
48/100 Eher schwach
— 21. Juni 2026
21 WuXi XDC Cayman Inc. 2268 · Hongkong WuXi XDC: Skalierung des ADC-Fertigungsnetzwerks17. Juni 2026 Halten
48/100 Eher schwach
48/100 18. Juni 2026
22 Franco-Nevada FNV · USA Franco-Nevada Zen Horizon Framework In-Depth Research7. Juni 2026 Watch
48/100 Eher schwach
— 10. Juni 2026
23 Fair Isaac Corporation FICO · USA Fair Isaac: A Long-Term Owner's View28. Mai 2026 Watch
48/100 Eher schwach
78/100 10. Juni 2026
24 DexCom, Inc. DXCM · USA DexCom Investment Research Report22. Mai 2026 Watch
48/100 Eher schwach
55/100 11. Juni 2026
25 Automatic Data Processing, Inc. ADP · USA ADP Long-Term Owner-Oriented Value Analysis21. Mai 2026 Watch
48/100 Eher schwach
94/100 11. Juni 2026
26 Moore Threads Intelligent Technology (Beijing) Co., Ltd. 688795 · Shanghai Moore Threads: H1 2026 Revenue Grew 147.4% to 1.736 Billion CNY While Operating Cash Flow Fell to Negative 2.169 Billion, and 357.85 CNY Sits 175% Above the 130 CNY Ideal-Buy Ceiling12. September 2026 Watch
47/100 Eher schwach
— 12. September 2026
27 Kongsberg Gruppen ASA KOG · OL Kongsberg Gruppen: A Genuine Defense Franchise Priced for a Decade of Perfect Execution6. Juli 2026 Watch
47/100 Eher schwach
— 6. Juli 2026
28 Shenzhen Envicool Technology Co., Ltd. Envicool 002837 · Shenzhen Envicool Tiefgehende Analyse14. Juni 2026 Beobachten
47/100 Eher schwach
66/100 14. Juni 2026
29 Certara, Inc. CERT · USA Certara Deep Dive: A Biosimulation Software and Services Platform Embedded in Regulatory Workflows12. Juni 2026 Watch
47/100 Eher schwach
— 12. Juni 2026
30 Moody's Corporation MCO · USA Moody's from a Long-Term Owner's Perspective26. Mai 2026 Watch
47/100 Eher schwach
81/100 11. Juni 2026
31 Ameriprise Financial, Inc. AMP · USA Ameriprise Financial Wealth Management Deep-Dive23. Mai 2026 Watch
47/100 Eher schwach
85/100 11. Juni 2026
32 Thomson Reuters Corporation TRI · USA Thomson Reuters: A Long-Term Owner's Perspective23. Mai 2026 Watch
47/100 Eher schwach
79/100 11. Juni 2026
33 Soitec S.A. SOI · Paris Soitec: The AI-Photonics Turn Is Real, But the Price Already Assumes It Wins6. Juli 2026 Watch
46/100 Eher schwach
— 7. Juli 2026
34 Guardant Health, Inc. GH · USA Guardant Health: A Rerating Built on a Company in Transition2. Juli 2026 Watch
46/100 Eher schwach
— 2. Juli 2026
35 Tyler Technologies, Inc. TYL · USA Tyler Technologies Deep Value Investment Research30. Mai 2026 Watch
46/100 Eher schwach
— 10. Juni 2026
36 American Express Company AXP · USA American Express Closed-Loop Payments Platform Research23. Mai 2026 Watch
46/100 Eher schwach
89/100 10. Juni 2026
37 Paychex, Inc. PAYX · USA Paychex Investment Research Report22. Mai 2026 Watch
46/100 Eher schwach
91/100 10. Juni 2026
38 MiniMax Group Inc. 0100 · Hongkong MiniMax Group Inc.: Platform Revenue Grew 703% to 63.4% of Sales While Gross Margin Is Still Only 17.9%, and HK$361.40 Prices the Optimistic 2030 Case5. September 2026 Watch
45/100 Eher schwach
— 5. September 2026
39 Bio-Rad Laboratories, Inc. BIO · USA Bio-Rad Laboratories: A Company in Transition, Priced Without a Margin of Safety2. Juli 2026 Hold
45/100 Eher schwach
— 2. Juli 2026
40 SAP SE SAP · XETRA SAP: A High-Quality Incumbent Late in Its Cloud Migration, Now Priced for Proof Rather Than Possibility26. Juni 2026 Hold
45/100 Eher schwach
77/100 26. Juni 2026
41 Shenzhen HQVT Technology Co., Ltd. 1392 · Hongkong Shenzhen HQVT Technology In-Depth Research11. Juni 2026 Watch
45/100 Eher schwach
— 11. Juni 2026
42 SENASIC Electronics Technology Co., Ltd. 6675 · Hongkong SENASIC Electronics Deep Research11. Juni 2026 Watch
45/100 Eher schwach
— 11. Juni 2026
43 Jack Henry & Associates, Inc. JKHY · USA Jack Henry & Associates Deep Value Investment Analysis31. Mai 2026 Watch
45/100 Eher schwach
95/100 10. Juni 2026
44 Martin Marietta Materials, Inc. MLM · USA Martin Marietta: A Long-Term Owner's Study of the U.S. Aggregates Leader28. Mai 2026 Watch
45/100 Eher schwach
— 10. Juni 2026
45 Xylem Inc. XYL · USA Xylem Inc.: A Deep Value Investment Study28. Mai 2026 Watch
45/100 Eher schwach
— 10. Juni 2026
46 Costco Wholesale Corporation COST · USA Costco: A Deep-Dive Value Investing Analysis21. Mai 2026 Watch
45/100 Eher schwach
87/100 10. Juni 2026
47 HANMI Semiconductor Co., Ltd. 042700 · Korea HANMI Semiconductor: Q2 Operating Margin Hit a Record 51.9%, but 95.5 Times Earnings Prices a Single-Generation Moat3. August 2026 Hold
44/100 Eher schwach
— 3. August 2026
48 KINGSEMI Co., Ltd. 688037 · Shanghai KINGSEMI: A Scarce Domestic Track Asset, Priced Well Ahead of the Evidence1. Juli 2026 Avoid
44/100 Eher schwach
— 1. Juli 2026
49 MetaX Integrated Circuits (Shanghai) Co., Ltd. 688802 · Shanghai In-Depth Research on MetaX11. Juni 2026 Avoid
44/100 Eher schwach
— 11. Juni 2026
50 Ralph Lauren Corporation RL · USA Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business Owner29. Mai 2026 Watch
44/100 Eher schwach
56/100 10. Juni 2026
51 Jiangsu Boqian New Materials Co., Ltd. 605376 · Shanghai Boqian New Materials: SUN-R Investment Analysis Framework Research Report28. Mai 2026 Watch
44/100 Eher schwach
— 10. Juni 2026
52 Corteva, Inc. CTVA · USA Corteva Deep Value Investment Analysis27. Mai 2026 Watch
44/100 Eher schwach
— 11. Juni 2026
53 Digital Realty Trust, Inc. DLR · USA Digital Realty: An In-Depth Value Investing Analysis26. Mai 2026 Watch
44/100 Eher schwach
— 11. Juni 2026
54 Waste Management, Inc. WM · USA WM: A Long-Term Owner's Perspective26. Mai 2026 Watch
44/100 Eher schwach
72/100 11. Juni 2026
55 JPMorgan Chase & Co. JPM · USA JPMorgan Chase: A Value-Investing Analysis Through a Long-Term Business Owner's Lens25. Mai 2026 Watch
44/100 Eher schwach
— 10. Juni 2026
56 The Charles Schwab Corporation SCHW · USA Charles Schwab: A Long-Term Owner's Perspective25. Mai 2026 Watch
44/100 Eher schwach
68/100 11. Juni 2026
57 Nabtesco Corporation 6268 · TSE Nabtesco: A Scarce Robot-Reducer Franchise Carrying a Growth Premium on a Still-Cyclical Base24. Juni 2026 Watch
43/100 Eher schwach
— 24. Juni 2026
58 Ingersoll Rand Inc. IR · USA Ingersoll Rand Inc. Value Investing Deep-Dive28. Mai 2026 Watch
43/100 Eher schwach
— 10. Juni 2026
59 Prologis, Inc. PLD · USA Prologis: A Long-Term Owner's Perspective25. Mai 2026 Watch
43/100 Eher schwach
— 11. Juni 2026
60 Chipotle Mexican Grill, Inc. CMG · USA Chipotle Mexican Grill: A Long-Term Value Investment Analysis24. Mai 2026 Watch
43/100 Eher schwach
58/100 11. Juni 2026
61 Microchip Technology Incorporated MCHP · USA Microchip Technology: A Deep Dive from a Long-Term Business Owner's Perspective22. Mai 2026 Watch
43/100 Eher schwach
— 11. Juni 2026
62 CoreWeave, Inc. CRWV · USA CoreWeave In-Depth Value Research Report20. Mai 2026 Watch
43/100 Eher schwach
— 10. Juni 2026
63 SÜSS MicroTec SE SMHN · XETRA SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad Price9. Juni 2026 Watch
42/100 Eher schwach
49/100 10. Juni 2026
64 Cencora, Inc. COR · USA Cencora Deep-Dive Value Investment Analysis27. Mai 2026 Watch
42/100 Eher schwach
66/100 11. Juni 2026
65 EOG Resources, Inc. EOG · USA EOG Resources: A Long-Term Owner's Perspective26. Mai 2026 Watch
42/100 Eher schwach
42/100 11. Juni 2026
66 SLB (Schlumberger Limited) SLB · USA SLB: A Long-Term Owner's Perspective26. Mai 2026 Watch
42/100 Eher schwach
35/100 11. Juni 2026
67 Fujikura Ltd. 5803 · TSE Fujikura: A Real AI-Optics Profit Engine, but a Price That Leaves No Margin of Safety25. Juli 2026 Watch
41/100 Eher schwach
— 25. Juli 2026
68 Bruker Corporation BRKR · USA Bruker Zen Horizon Research: A Hidden Champion in Scientific Instruments, but Organic Growth Is Receding and Valuation Has Priced In the Recovery4. Juni 2026 Watch
41/100 Eher schwach
— 10. Juni 2026
69 Genuine Parts Company GPC · USA Genuine Parts: In-Depth Value Investing Research30. Mai 2026 Watch
41/100 Eher schwach
— 10. Juni 2026
70 D.R. Horton, Inc. DHI · USA D.R. Horton Deep-Dive Value Investing Research27. Mai 2026 Watch
41/100 Eher schwach
81/100 10. Juni 2026
71 The Southern Company SO · USA The Southern Company: A Long-Term Owner's Perspective25. Mai 2026 Watch
41/100 Eher schwach
35/100 11. Juni 2026
72 Cardinal Health, Inc. CAH · USA Cardinal Health Deep Value Investment Analysis24. Mai 2026 Watch
41/100 Eher schwach
40/100 10. Juni 2026
73 Dongfang Electric Corporation Limited 600875 · Shanghai Dongfang Electric: A Long-Term Business Owner's Perspective21. Mai 2026 Watch
41/100 Eher schwach
— 10. Juni 2026
74 Tongfu Microelectronics Co., Ltd. 002156 · Shenzhen In-Depth Research on Tongfu Microelectronics11. Juni 2026 Watch
40/100 Eher schwach
— 11. Juni 2026
75 Globe Life Inc. GL · USA Globe Life Value Investment Research31. Mai 2026 Watch
40/100 Eher schwach
— 10. Juni 2026
76 Packaging Corporation of America PKG · USA Packaging Corporation of America Deep Value Investment Analysis29. Mai 2026 Watch
40/100 Eher schwach
76/100 7. Juni 2026
77 3M Company MMM · USA 3M Company: A Deep-Value Investment Analysis26. Mai 2026 Watch
40/100 Eher schwach
— 11. Juni 2026
78 Becton, Dickinson and Company BDX · USA BDX: A Long-Term Business Owner's Investment Analysis24. Mai 2026 Watch
40/100 Eher schwach
— 10. Juni 2026
79 Southern Copper Corporation SCCO · USA 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
39/100 Eher schwach
74/100 6. September 2026
80 Intel Corporation INTC · USA Intel: A Real Product Recovery, Priced as If the Foundry Turnaround Had Already Worked2. August 2026 Avoid
39/100 Eher schwach
— 2. August 2026
81 NexGen Energy Ltd. NXE · USA NexGen Energy: The Licence Is In Hand, and at 8.93 USD the Price Already Assumes the Mine Gets Built30. Juli 2026 Watch
39/100 Eher schwach
— 30. Juli 2026
82 Symbotic SYM · USA Symbotic Zen Horizon Framework Deep Dive7. Juni 2026 Avoid
39/100 Eher schwach
— 10. Juni 2026
83 Evergy, Inc. EVRG · USA Evergy: A Long-Term Business Owner's Investment Analysis29. Mai 2026 Watch
39/100 Eher schwach
— 7. Juni 2026
84 FirstEnergy Corp. FE · USA FirstEnergy Value Investing Deep Dive28. Mai 2026 Watch
39/100 Eher schwach
— 8. Juni 2026
85 Fortrea Holdings Inc. FTRE · USA Fortrea Deep Dive: Global Clinical CRO Repair After the Labcorp Spin-Off12. Juni 2026 Watch
38/100 Eher schwach
— 12. Juni 2026
86 Voyager Technologies, Inc. VOYG · USA Voyager Technologies Research from a Long-Term Owner's Perspective4. Juni 2026 Watch
38/100 Eher schwach
— 5. Juni 2026
87 Xizhi Technology / Lightelligence 1879 · Hongkong Lightelligence Deep Research4. Juni 2026 Avoid
37/100 Eher schwach
— 4. Juni 2026
88 Plug Power Inc. PLUG · USA Plug Power: A Real Turnaround With Zero Margin of Safety24. Juli 2026 Watch
36/100 Eher schwach
— 24. Juli 2026
89 AngloGold Ashanti plc AU · USA AngloGold Ashanti: A Re-Rated Major Gold Miner in Transition, Cash-Rich but Reserve-Light and Priced Near Fair Value25. Juni 2026 Hold
36/100 Eher schwach
26/100 25. Juni 2026
90 JOINN Laboratories (China) Co., Ltd. 603127 · Shanghai JOINN Laboratories (China) Co., Ltd.28. Juli 2026 Avoid
35/100 Eher schwach
— 28. Juli 2026
91 Samsung SDI Co., Ltd. 006400 · Korea Samsung SDI (006400.KO) Zen Horizon Research Report9. Juni 2026 Watch
35/100 Eher schwach
— 10. Juni 2026
92 BXP, Inc. BXP · USA BXP: A Deep Value Investment Analysis24. Mai 2026 Watch
35/100 Eher schwach
— 10. Juni 2026
93 Generate Biomedicines, Inc. GENB · USA Generate Biomedicines: The Asset Is Real, the AI Premium Is Still on Trial24. Juli 2026 Hold
34/100 Schwach
— 24. Juli 2026
94 NuScale Power Corporation SMR · USA NuScale Power (SMR): Zen Horizon Research Report8. Juni 2026 Avoid
34/100 Schwach
— 10. Juni 2026
95 Paramount Skydance Corporation PSKY · USA Paramount Skydance Corporation: A Long-Term Value Investing Study31. Mai 2026 Avoid
34/100 Schwach
— 8. Juni 2026
96 Best Buy Co., Inc. BBY · USA Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner23. Mai 2026 Watch
34/100 Schwach
80/100 11. Juni 2026
97 APA Corporation APA · USA APA Corporation: Upstream Oil & Gas and the Suriname Option23. Mai 2026 Watch
33/100 Schwach
21/100 11. Juni 2026
98 AB SKF SKF-B · ST SKF: A Long-Term Owner's Perspective3. Juni 2026 Watch
32/100 Schwach
— 5. Juni 2026
99 Archer Daniels Midland Company ADM · USA Archer Daniels Midland Through a Long-Term Owner's Lens23. Mai 2026 Watch
31/100 Schwach
— 10. Juni 2026
100 Sunshine Silver Mining & Refining Company SSMR · USA Sunshine Silver Mining & Refining (SSMR): A Zen Horizon Deep Dive5. Juni 2026 Watch
27/100 Schwach
— 5. Juni 2026

Data and methodology: the Growth Score is the sum of ten question scores of 0–10 each (0–100 total); see our methodology for the scoring standards and process. The board updates as new reports are published. When citing this data, please credit Zen Horizon (zh.app).