| 101 |
Old Dominion Freight Line Inc
ODFL · US
|
$44B |
79/100
Strong
|
24.4%low 16.0% |
10 yr+ |
0.0× |
31% |
Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's PerspectiveMay 22, 2026 · Watch |
FY2025 |
| 102 |
Thomson Reuters Corporation Common Shares
TRI · US
|
$43B |
79/100
Strong
|
21.3%low 10.7% |
10 yr+ |
0.1× |
78% |
Thomson Reuters: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2025 |
| 103 |
Verisk Analytics Inc
VRSK · US
|
$26B |
79/100
Strong
|
40.7%low 19.9% |
10 yr+ |
9.3× |
65% |
Verisk Analytics Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2025 |
| 104 |
The Home Depot Inc
HD · US
|
$337B |
78/100
Strong
|
60.0%low 60.0% |
10 yr+ |
5.0× |
34% |
The Home Depot: A Value Investing Deep DiveMay 25, 2026 · Watch |
FY2026 |
| 105 |
BlackRock Inc
BLK · US
|
$172B |
78/100
Strong
|
13.2%low 9.9% |
10 yr+ |
0.0× |
50% |
BlackRock In-Depth Value Investment ResearchMay 24, 2026 · Watch |
FY2025 |
| 106 |
Parker-Hannifin Corporation
PH · US
|
$123B |
78/100
Strong
|
20.4%low 14.9% |
10 yr+ |
0.7× |
28% |
Parker-Hannifin: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 107 |
American Tower Corp
AMT · US
|
$81B |
78/100
Strong
|
37.3%low 14.1% |
10 yr+ |
11.9× |
72% |
American Tower: Long-Term Value Study of a Communications-Tower REITMay 23, 2026 · Watch |
FY2025 |
| 108 |
Public Storage
PSA · US
|
$61B |
78/100
Strong
|
20.8%low 15.4% |
10 yr+ |
1.1× |
68% |
Public Storage: An In-Depth Value-Investing AnalysisMay 27, 2026 · Watch |
FY2025 |
| 109 |
Heico Corporation
HEI · US
|
$50B |
78/100
Strong
|
15.7%low 12.8% |
10 yr+ |
0.5× |
41% |
HEICO Corporation: In-Depth ResearchJun 15, 2026 · Hold |
FY2025 |
| 110 |
Yum! Brands Inc
YUM · US
|
$42B |
78/100
Strong
|
59.1%‡low 51.7% |
10 yr+ |
— |
47% |
Yum! Brands: A Deep Dive from a Long-Term Business Owner's PerspectiveMay 27, 2026 · Watch |
FY2025 |
| 111 |
Curtiss-Wright Corporation
CW · US
|
$27B |
78/100
Strong
|
15.5%low 11.3% |
10 yr+ |
0.4× |
37% |
Curtiss-Wright Research from a Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2025 |
| 112 |
Fair Isaac Corporation
FICO · US
|
$24B |
78/100
Strong
|
39.6%‡low 18.2% |
10 yr+ |
— |
75% |
Fair Isaac: A Long-Term Owner's ViewMay 28, 2026 · Watch |
FY2025 |
| 113 |
Broadridge Financial Solutions Inc
BR · US
|
$18B |
78/100
Strong
|
32.8%low 28.1% |
10 yr+ |
1.1× |
29% |
Broadridge Financial Solutions Deep-Dive Value Investing AnalysisMay 24, 2026 · Watch |
FY2025 |
| 114 |
Masco Corporation
MAS · US
|
$14B |
78/100
Strong
|
60.0%low 60.0% |
10 yr+ |
34.2× |
34% |
Masco Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 115 |
Avery Dennison Corp
AVY · US
|
$13B |
78/100
Strong
|
33.3%low 23.6% |
10 yr+ |
1.6× |
28% |
Avery Dennison Pressure-Sensitive Labels & RFID Deep DiveMay 23, 2026 · Watch |
FY2025 |
| 116 |
Domino's Pizza Inc Common Stock
DPZ · US
|
$11B |
78/100
Strong
|
60.0%‡low 60.0% |
10 yr+ |
— |
37% |
Domino's Pizza Deep Value Investment ResearchMay 31, 2026 · Watch |
FY2025 |
| 117 |
Pool Corporation
POOL · US
|
$6.7B |
78/100
Strong
|
52.6%low 34.1% |
10 yr+ |
1.2× |
30% |
Pool Corporation Value Investment Deep-Dive ReportMay 31, 2026 · Watch |
FY2025 |
| 118 |
SAP SE ADR
SAP · US
|
$231B |
77/100
Strong
|
12.6%low 5.7% |
10 yr+ |
Net cash |
71% |
SAP: A High-Quality Incumbent Late in Its Cloud Migration, Now Priced for Proof Rather Than PossibilityJun 26, 2026 · Hold |
FY2025 |
| 119 |
Union Pacific Corporation
UNP · US
|
$174B |
77/100
Strong
|
38.3%low 21.2% |
10 yr+ |
1.6× |
46% |
Union Pacific: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 120 |
Emerson Electric Company
EMR · US
|
$84B |
77/100
Strong
|
25.0%low 9.1% |
10 yr+ |
0.6× |
45% |
Emerson Electric: A Long-Term Owner's ViewMay 26, 2026 · Watch |
FY2025 |
| 121 |
Ametek Inc
AME · US
|
$55B |
77/100
Strong
|
15.6%low 13.9% |
10 yr+ |
0.2× |
41% |
AMETEK Precision Instruments and Industrial Technology ResearchMay 23, 2026 · Watch |
FY2025 |
| 122 |
Raymond James Financial Inc.
RJF · US
|
$34B |
77/100
Strong
|
14.7%low 10.8% |
10 yr+ |
Net cash |
95% |
Raymond James: A Long-Term Study of a Diversified Financial-Services PlatformMay 28, 2026 · Watch |
FY2025 |
| 123 |
Huntington Ingalls Industries Inc
HII · US
|
$13B |
77/100
Strong
|
26.5%low 11.8% |
10 yr+ |
0.5× |
16% |
Huntington Ingalls Industries: A Deep Value Investment StudyMay 30, 2026 · Watch |
FY2025 |
| 124 |
Pentair PLC
PNR · US
|
$11B |
77/100
Strong
|
17.4%low 12.3% |
10 yr+ |
0.4× |
36% |
Pentair plc In-Depth Value Investment ResearchMay 31, 2026 · Watch |
FY2025 |
| 125 |
Philip Morris International Inc
PM · US
|
$297B |
76/100
Strong
|
49.2%‡low 24.0% |
10 yr+ |
— |
60% |
Philip Morris International: In-Depth Value Investment ResearchMay 25, 2026 · Watch |
FY2025 |
| 126 |
Lockheed Martin Corporation
LMT · US
|
$134B |
76/100
Strong
|
59.7%low 57.6% |
10 yr+ |
2.6× |
12% |
Lockheed Martin: Backlog Rose 36.8 Billion Dollars in Six Months, Mostly on a Single THAAD Action, While 19.2 Times Guided Earnings Leaves No Margin of SafetyAug 3, 2026 · Hold |
FY2025 |
| 127 |
Simon Property Group Inc
SPG · US
|
$88B |
76/100
Strong
|
53.0%low 30.4% |
10 yr+ |
5.4× |
82% |
Simon Property Group: A Long-Term Owner's PerspectiveMay 26, 2026 · Hold |
FY2025 |
| 128 |
West Pharmaceutical Services Inc
WST · US
|
$24B |
76/100
Strong
|
17.5%low 9.0% |
10 yr+ |
Net cash |
36% |
West Pharmaceutical Services In-Depth Value Research ReportMay 29, 2026 · Watch |
FY2025 |
| 129 |
Packaging Corp of America
PKG · US
|
$22B |
76/100
Strong
|
21.9%low 14.2% |
10 yr+ |
0.8× |
23% |
Packaging Corporation of America Deep Value Investment AnalysisMay 29, 2026 · Watch |
FY2025 |
| 130 |
CH Robinson Worldwide Inc
CHRW · US
|
$17B |
76/100
Strong
|
36.3%low 22.9% |
10 yr+ |
0.8× |
8% |
C.H. Robinson: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch |
FY2025 |
| 131 |
Trade Desk Inc
TTD · US
|
$8.5B |
76/100
Strong
|
14.8%low 2.5% |
10 yr+ |
Net cash |
79% |
The Trade Desk: A Long-Term Owner's Deep-DiveMay 31, 2026 · Watch |
FY2025 |
| 132 |
Booz Allen Hamilton Holding
BAH · US
|
$8.4B |
76/100
Strong
|
52.2%low 27.4% |
10 yr+ |
3.1× |
51% |
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative ValueAug 1, 2026 · Hold |
FY2026 |
| 133 |
McDonald’s Corporation
MCD · US
|
$192B |
75/100
Strong
|
27.7%‡low 18.3% |
10 yr+ |
— |
52% |
McDonald's: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 134 |
S&P Global Inc
SPGI · US
|
$121B |
75/100
Strong
|
40.3%low 7.7% |
10 yr+ |
0.4× |
73% |
S&P Global: A Long-Term Owner's ViewMay 25, 2026 · Watch |
FY2025 |
| 135 |
HCA Healthcare, Inc.
HCA · US
|
$89B |
75/100
Strong
|
24.5%‡low 20.5% |
10 yr+ |
— |
62% |
HCA Healthcare: A Long-Term Owner's ViewMay 26, 2026 · Watch |
FY2025 |
| 136 |
CDW Corp
CDW · US
|
$19B |
75/100
Strong
|
53.5%low 40.7% |
10 yr+ |
2.2× |
19% |
CDW Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 137 |
Medpace Holdings Inc
MEDP · US
|
$16B |
75/100
Strong
|
29.3%low 2.2% |
10 yr+ |
Net cash |
32% |
Medpace Holdings Zen Horizon Framework Deep-Dive ResearchJun 6, 2026 · Watch |
FY2025 |
| 138 |
Nice Ltd ADR
NICE · US
|
$5.8B |
75/100
Strong
|
9.4%low 7.1% |
10 yr+ |
Net cash |
67% |
NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It SubstitutesJul 22, 2026 · Watch |
FY2025 |
| 139 |
Netflix Inc
NFLX · US
|
$299B |
74/100
Strong
|
25.2%low 7.0% |
10 yr+ |
0.2× |
40% |
Netflix: A Long-Term Business Owner's PerspectiveMay 22, 2026 · Watch |
FY2025 |
| 140 |
Cummins Inc
CMI · US
|
$88B |
74/100
Strong
|
23.4%low 8.3% |
10 yr+ |
0.4× |
25% |
Cummins Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 141 |
Honeywell International Inc
HON · US
|
$77B |
74/100
Strong
|
28.8%low 9.4% |
10 yr+ |
1.4× |
34% |
Honeywell International: A Value-Investing Deep DiveMay 22, 2026 · Watch |
FY2025 |
| 142 |
Quest Diagnostics Incorporated
DGX · US
|
$26B |
74/100
Strong
|
16.7%low 12.9% |
10 yr+ |
0.9× |
36% |
Quest Diagnostics: A Long-Term Business-Owner Investment AnalysisMay 29, 2026 · Watch |
FY2025 |
| 143 |
Fox Corp Class A
FOXA · US
|
$24B |
74/100
Strong
|
15.3%low 6.9% |
10 yr+ |
0.2× |
93% |
Fox Corporation: A Deep Value Investing AnalysisMay 29, 2026 · Watch |
FY2025 |
| 144 |
Tractor Supply Company
TSCO · US
|
$16B |
74/100
Strong
|
41.4%low 29.8% |
10 yr+ |
2.2× |
35% |
Tractor Supply Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 145 |
BWX Technologies Inc
BWXT · US
|
$15B |
74/100
Strong
|
43.6%low 26.1% |
10 yr+ |
1.2× |
27% |
BWX Technologies (BWXT) Zen Horizon Research ReportJun 5, 2026 · Watch |
FY2025 |
| 146 |
Universal Health Services Inc
UHS · US
|
$10B |
74/100
Strong
|
15.2%low 11.4% |
10 yr+ |
0.7× |
89% |
Universal Health Services Value-Investing Deep-DiveMay 31, 2026 · Cautious Buy |
FY2025 |
| 147 |
Campbell’s Co
CPB · US
|
$6.6B |
74/100
Strong
|
29.8%low 14.9% |
10 yr+ |
1.8× |
34% |
The Campbell's Company: A Value-Investing Deep DiveMay 31, 2026 · Watch |
FY2025 |
| 148 |
AbbVie Inc
ABBV · US
|
$443B |
73/100
Strong
|
54.6%low 35.2% |
10 yr+ |
— |
71% |
AbbVie: In-Depth Research from a Long-Term Business Owner's PerspectiveMay 21, 2026 · Watch |
FY2025 |
| 149 |
Northrop Grumman Corporation
NOC · US
|
$77B |
73/100
Strong
|
31.8%low 13.9% |
10 yr+ |
0.9× |
29% |
Northrop Grumman: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 150 |
Ulta Beauty Inc
ULTA · US
|
$22B |
73/100
Strong
|
40.6%low 8.8% |
10 yr+ |
0.6× |
37% |
Ulta Beauty: A Long-Term Value Investing StudyMay 29, 2026 · Watch |
FY2026 |
| 151 |
Fabrinet
FN · US
|
$16B |
73/100
Strong
|
14.2%low 11.2% |
10 yr+ |
Net cash |
12% |
Fabrinet Zen Horizon Framework Deep-Dive ResearchJun 8, 2026 · Watch |
FY2025 |
| 152 |
EPAM Systems Inc
EPAM · US
|
$5.5B |
73/100
Strong
|
14.0%low 7.5% |
10 yr+ |
Net cash |
33% |
EPAM Systems: A Value Investing Deep DiveMay 31, 2026 · Cautious Buy |
FY2025 |
| 153 |
CSX Corporation
CSX · US
|
$93B |
72/100
Strong
|
26.8%low 14.6% |
10 yr+ |
1.4× |
38% |
CSX Corporation: A Deep-Dive Value Investing StudyMay 22, 2026 · Watch |
FY2025 |
| 154 |
Waste Management Inc
WM · US
|
$91B |
72/100
Strong
|
28.1%low 20.1% |
10 yr+ |
2.3× |
28% |
WM: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 155 |
Ross Stores Inc
ROST · US
|
$81B |
72/100
Strong
|
37.4%low 2.6% |
10 yr+ |
0.1× |
27% |
Ross Stores: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2026 |
| 156 |
KDDI Corp PK
KDDIY · US
|
$65B |
72/100
Strong
|
14.1%low 12.1% |
10 yr+ |
0.8× |
44% |
KDDI From a Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2026 |
| 157 |
Keysight Technologies Inc
KEYS · US
|
$55B |
72/100
Strong
|
17.3%low 4.4% |
10 yr+ |
0.2× |
60% |
Keysight Technologies Investment Value Deep-DiveMay 27, 2026 · Watch |
FY2025 |
| 158 |
CBRE Group Inc Class A
CBRE · US
|
$43B |
72/100
Strong
|
16.5%low 10.6% |
10 yr+ |
0.9× |
21% |
CBRE Group: An In-Depth Value Investing AnalysisMay 24, 2026 · Watch |
FY2025 |
| 159 |
JB Hunt Transport Services Inc
JBHT · US
|
$26B |
72/100
Strong
|
23.3%low 14.2% |
10 yr+ |
0.5× |
16% |
J.B. Hunt Deep Value Investment ResearchMay 29, 2026 · Watch |
FY2025 |
| 160 |
Merck & Company Inc
MRK · US
|
$307B |
71/100
Strong
|
24.4%low 1.0% |
10 yr+ |
0.7× |
70% |
Merck & Co.: KEYTRUDA and QLEX Generated 50.4% of Second-Quarter Revenue While Subcutaneous Sales Rose to 463 Million Dollars Before the 2028 Patent CliffAug 5, 2026 · Hold |
FY2025 |
| 161 |
International Business Machines
IBM · US
|
$211B |
71/100
Strong
|
34.1%low 7.5% |
10 yr+ |
1.6× |
52% |
IBM Long-Term Owner's Perspective ResearchMay 25, 2026 · Watch |
FY2025 |
| 162 |
Abbott Laboratories
ABT · US
|
$183B |
71/100
Strong
|
13.6%low 1.5% |
10 yr+ |
0.1× |
52% |
Abbott Laboratories Long-Term Value Investment ResearchMay 21, 2026 · Watch |
FY2025 |
| 163 |
Blackstone Group Inc
BX · US
|
$159B |
71/100
Strong
|
27.9%low 15.7% |
10 yr+ |
1.2× |
96% |
Blackstone: A Deep Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 164 |
CME Group Inc
CME · US
|
$96B |
71/100
Strong
|
10.8%low 7.5% |
10 yr+ |
Net cash |
84% |
CME Group Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 165 |
United Rentals Inc
URI · US
|
$67B |
71/100
Strong
|
30.1%low 19.6% |
10 yr+ |
1.8× |
37% |
United Rentals: A Deep Value Investment StudyMay 27, 2026 · Watch |
FY2025 |
| 166 |
PulteGroup Inc
PHM · US
|
$24B |
71/100
Strong
|
21.1%low 10.8% |
10 yr+ |
0.0× |
23% |
PulteGroup Value Investing Research ReportMay 29, 2026 · Watch |
FY2025 |
| 167 |
Toll Brothers Inc
TOL · US
|
$14B |
71/100
Strong
|
15.1%low 9.0% |
10 yr+ |
0.2× |
23% |
Toll Brothers Deep-Dive ResearchJun 15, 2026 · Hold |
FY2025 |
| 168 |
Booking Holdings Inc
BKNG · US
|
$149B |
70/100
Strong
|
32.6%low 1.2% |
10 yr+ |
— |
99% |
Booking Holdings: A Deep Value Investing AnalysisMay 21, 2026 · Cautious Buy |
FY2025 |
| 169 |
Starbucks Corporation
SBUX · US
|
$120B |
70/100
Strong
|
45.0%‡low 12.5% |
10 yr+ |
— |
27% |
Starbucks Corporation: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2025 |
| 170 |
Comcast Corp
CMCSA · US
|
$85B |
70/100
Strong
|
17.2%low 6.6% |
10 yr+ |
1.0× |
69% |
Comcast: A Deep Value-Investing AnalysisMay 21, 2026 · Cautious Buy |
FY2025 |
| 171 |
Kroger Company
KR · US
|
$37B |
70/100
Strong
|
25.1%low 17.1% |
10 yr+ |
3.4× |
22% |
Kroger Deep Value Investment ResearchMay 27, 2026 · Watch |
FY2026 |
| 172 |
Walmart Inc.
WMT · US
|
$885B |
69/100
Strong
|
16.0%low 8.4% |
10 yr+ |
0.6× |
25% |
Walmart Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2026 |
| 173 |
Thermo Fisher Scientific Inc
TMO · US
|
$213B |
69/100
Strong
|
13.3%low 8.8% |
10 yr+ |
0.5× |
44% |
Thermo Fisher: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 174 |
Eaton Corporation PLC
ETN · US
|
$150B |
69/100
Strong
|
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 SafetyAug 5, 2026 · Hold |
FY2025 |
| 175 |
Woodward Inc
WWD · US
|
$21B |
69/100
Strong
|
13.2%low 9.0% |
10 yr+ |
0.2× |
25% |
Woodward: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2025 |
| 176 |
New York Times Company
NYT · US
|
$12B |
69/100
Strong
|
10.6%low 0.5% |
10 yr+ |
Net cash |
51% |
The New York Times: Bundle Economics at Full ValueJun 17, 2026 · Hold |
FY2025 |
| 177 |
Morgan Stanley
MS · US
|
$331B |
68/100
Strong
|
11.1%low 7.9% |
10 yr+ |
Net cash |
77% |
Morgan Stanley Deep Value Investment Research ReportMay 25, 2026 · Watch |
FY2025 |
| 178 |
Charles Schwab Corp
SCHW · US
|
$183B |
68/100
Strong
|
13.7%low 5.9% |
10 yr+ |
Net cash |
90% |
Charles Schwab: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 179 |
Norfolk Southern Corporation
NSC · US
|
$75B |
68/100
Strong
|
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern: A Deep Value Investment AnalysisMay 26, 2026 · Watch |
FY2025 |
| 180 |
Amgen Inc
AMGN · US
|
$208B |
67/100
Strong
|
51.4%low 7.8% |
10 yr+ |
5.3× |
76% |
Amgen Inc. Deep-Dive Value Investing AnalysisMay 21, 2026 · Watch |
FY2025 |
| 181 |
The TJX Companies Inc
TJX · US
|
$174B |
67/100
Strong
|
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2026 |
| 182 |
Gilead Sciences Inc
GILD · US
|
$162B |
67/100
Strong
|
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences In-Depth Value Investment ResearchMay 22, 2026 · Watch |
FY2025 |
| 183 |
Republic Services Inc
RSG · US
|
$65B |
67/100
Strong
|
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services: An In-Depth Value StudyMay 26, 2026 · Watch |
FY2025 |
| 184 |
State Street Corp
STT · US
|
$51B |
67/100
Strong
|
9.9%low 8.2% |
10 yr+ |
Net cash |
84% |
State Street Corporation: In-Depth Value Investing ResearchMay 27, 2026 · Watch |
FY2025 |
| 185 |
Cboe Global Markets Inc
CBOE · US
|
$32B |
67/100
Strong
|
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets In-Depth Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 186 |
Principal Financial Group Inc
PFG · US
|
$24B |
67/100
Strong
|
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group: A Long-Term Business Owner's PerspectiveMay 29, 2026 · Watch |
FY2025 |
| 187 |
Super Micro Computer Inc
SMCI · US
|
$18B |
67/100
Strong
|
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 |
| 188 |
PACCAR Inc
PCAR · US
|
$70B |
66/100
Strong
|
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR IncMay 22, 2026 · Watch |
FY2025 |
| 189 |
Roper Technologies Inc
ROP · US
|
$39B |
66/100
Strong
|
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 |
| 190 |
Caseys General Stores Inc
CASY · US
|
$32B |
66/100
Strong
|
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores In-Depth Value Investing AnalysisMay 24, 2026 · Watch |
FY2026 |
| 191 |
VeriSign Inc
VRSN · US
|
$26B |
66/100
Strong
|
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's PerspectiveMay 28, 2026 · Watch |
FY2025 |
| 192 |
Gartner Inc
IT · US
|
$10B |
66/100
Strong
|
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment ResearchMay 31, 2026 · Cautious Buy |
FY2025 |
| 193 |
Oracle Corporation
ORCL · US
|
$374B |
65/100
Strong
|
46.3%low 7.8% |
10 yr+ |
2.9× |
76% |
Oracle CorporationJul 28, 2026 · Hold |
FY2026 |
| 194 |
NXP Semiconductors NV
NXPI · US
|
$58B |
65/100
Strong
|
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 |
| 195 |
Coca-Cola European Partners PLC
CCEP · US
|
$48B |
65/100
Strong
|
15.5%low 8.3% |
10 yr+ |
1.2× |
37% |
Coca-Cola Europacific Partners: A Deep Value Investing AnalysisMay 21, 2026 · Watch |
FY2025 |
| 196 |
Timken Company
TKR · US
|
$9.6B |
65/100
Strong
|
14.8%low 9.1% |
10 yr+ |
0.6× |
36% |
Timken: The Margin Transition Is Real, but the Price Already Assumes It's FinishedJul 8, 2026 · Hold |
FY2025 |
| 197 |
AstraZeneca PLC
AZN · US
|
$279B |
64/100
Medium
|
15.4%low 0.3% |
10 yr+ |
0.5× |
78% |
AstraZeneca: A Deep DiveJun 15, 2026 · Hold |
FY2025 |
| 198 |
Deere & Company
DE · US
|
$160B |
64/100
Medium
|
28.1%low 19.4% |
10 yr+ |
2.1× |
32% |
Deere & Company: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 199 |
Salesforce.com Inc
CRM · US
|
$154B |
64/100
Medium
|
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 SafetyAug 1, 2026 · Hold |
FY2026 |
| 200 |
Steel Dynamics Inc
STLD · US
|
$36B |
64/100
Medium
|
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 CompounderMay 27, 2026 · Watch |
FY2025 |