| 101 |
New York Times Company
NYT · US
|
$12B |
69/100
Strong
|
50/100 |
10.6%low 0.5% |
10 yr+ |
Net cash |
51% |
The New York Times: Bundle Economics at Full ValueJun 17, 2026 · Hold |
FY2025 |
| 102 |
Charles Schwab Corp
SCHW · US
|
$183B |
68/100
Strong
|
44/100 |
13.7%low 5.9% |
10 yr+ |
Net cash |
90% |
Charles Schwab: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 103 |
Norfolk Southern Corporation
NSC · US
|
$75B |
68/100
Strong
|
32/100 |
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern: A Deep Value Investment AnalysisMay 26, 2026 · Watch |
FY2025 |
| 104 |
Wise Group plc Class A Ordinary Shares
WSE · US
|
$12B |
68/100
Strong
|
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 SafetyAug 31, 2026 · Hold |
FY2026 |
| 105 |
PJT Partners Inc
PJT · US
|
$11B |
68/100
Strong
|
— |
42.1%low -7.7% |
8 yr |
Net cash |
30% |
— |
FY2025 |
| 106 |
The TJX Companies Inc
TJX · US
|
$174B |
67/100
Strong
|
43/100 |
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2026 |
| 107 |
Gilead Sciences Inc
GILD · US
|
$162B |
67/100
Strong
|
47/100 |
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences In-Depth Value Investment ResearchMay 22, 2026 · Watch |
FY2025 |
| 108 |
Republic Services Inc
RSG · US
|
$65B |
67/100
Strong
|
45/100 |
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services: An In-Depth Value StudyMay 26, 2026 · Watch |
FY2025 |
| 109 |
State Street Corp
STT · US
|
$51B |
67/100
Strong
|
42/100 |
9.9%low 8.2% |
10 yr+ |
Net cash |
84% |
State Street Corporation: In-Depth Value Investing ResearchMay 27, 2026 · Watch |
FY2025 |
| 110 |
Cboe Global Markets Inc
CBOE · US
|
$32B |
67/100
Strong
|
47/100 |
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets In-Depth Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 111 |
United Therapeutics Corporation
UTHR · US
|
$26B |
67/100
Strong
|
— |
17.2%low -3.8% |
6 yr |
Net cash |
91% |
— |
FY2025 |
| 112 |
Principal Financial Group Inc
PFG · US
|
$24B |
67/100
Strong
|
41/100 |
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group: A Long-Term Business Owner's PerspectiveMay 29, 2026 · Watch |
FY2025 |
| 113 |
Super Micro Computer Inc
SMCI · US
|
$18B |
67/100
Strong
|
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 DiscountMay 28, 2026 · Watch |
FY2025 |
| 114 |
Gaming & Leisure Properties
GLPI · US
|
$13B |
67/100
Strong
|
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 RentSep 14, 2026 · Hold |
FY2025 |
| 115 |
PACCAR Inc
PCAR · US
|
$70B |
66/100
Strong
|
40/100 |
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR IncMay 22, 2026 · Watch |
FY2025 |
| 116 |
Cencora Inc.
COR · US
|
$61B |
66/100
Strong
|
42/100 |
50.8%low 20.1% |
5 yr |
4.2× |
3% |
Cencora Deep-Dive Value Investment AnalysisMay 27, 2026 · Watch |
FY2025 |
| 117 |
Roper Technologies Inc
ROP · US
|
$39B |
66/100
Strong
|
48/100 |
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Cautious Buy |
FY2025 |
| 118 |
Caseys General Stores Inc
CASY · US
|
$32B |
66/100
Strong
|
42/100 |
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores In-Depth Value Investing AnalysisMay 24, 2026 · Watch |
FY2026 |
| 119 |
VeriSign Inc
VRSN · US
|
$26B |
66/100
Strong
|
47/100 |
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's PerspectiveMay 28, 2026 · Watch |
FY2025 |
| 120 |
Sterling Infrastructure, Inc.
STRL · US
|
$18B |
66/100
Strong
|
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 EarningsAug 27, 2026 · Hold |
FY2025 |
| 121 |
Gartner Inc
IT · US
|
$10B |
66/100
Strong
|
49/100 |
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment ResearchMay 31, 2026 · Cautious Buy |
FY2025 |
| 122 |
McKesson Corporation
MCK · US
|
$101B |
65/100
Strong
|
44/100 |
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2026 |
| 123 |
Brookfield Asset Management Ltd.
BAM · US
|
$81B |
65/100
Strong
|
— |
23.4%low 1.6% |
10 yr+ |
0.2× |
59% |
— |
FY2025 |
| 124 |
NXP Semiconductors NV
NXPI · US
|
$58B |
65/100
Strong
|
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 OwnerMay 22, 2026 · Watch |
FY2025 |
| 125 |
Coca-Cola European Partners PLC
CCEP · US
|
$48B |
65/100
Strong
|
43/100 |
15.5%low 8.3% |
10 yr+ |
1.2× |
37% |
Coca-Cola Europacific Partners: A Deep Value Investing AnalysisMay 21, 2026 · Watch |
FY2025 |
| 126 |
Reliance Steel & Aluminum Co
RS · US
|
$21B |
65/100
Strong
|
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 BandAug 30, 2026 · Hold |
FY2025 |
| 127 |
Smith & Nephew SNATS Inc
SNN · US
|
$14B |
65/100
Strong
|
— |
10.8%low 4.2% |
10 yr+ |
0.5× |
71% |
— |
FY2025 |