| 201 |
Ennis Inc
EBF · US
|
$546M |
68/100
Strong
|
11.0%low 0.7% |
10 yr+ |
Net cash |
30% |
— |
FY2026 |
| 202 |
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 |
| 203 |
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 |
| 204 |
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 |
| 205 |
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 |
| 206 |
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 |
| 207 |
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 |
| 208 |
United Therapeutics Corporation
UTHR · US
|
$26B |
67/100
Strong
|
17.2%low -3.8% |
6 yr |
Net cash |
91% |
— |
FY2025 |
| 209 |
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 |
| 210 |
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 |
| 211 |
Gaming & Leisure Properties
GLPI · US
|
$13B |
67/100
Strong
|
16.9%low 11.9% |
10 yr+ |
1.6× |
87% |
— |
FY2025 |
| 212 |
Vail Resorts Inc
MTN · US
|
$5.3B |
67/100
Strong
|
23.0%low 7.5% |
10 yr+ |
7.1× |
43% |
— |
FY2025 |
| 213 |
Group 1 Automotive Inc
GPI · US
|
$3.4B |
67/100
Strong
|
19.7%low 11.6% |
10 yr+ |
2.1× |
16% |
— |
FY2025 |
| 214 |
McGrath RentCorp
MGRC · US
|
$2.8B |
67/100
Strong
|
16.2%low 9.7% |
10 yr+ |
0.4× |
45% |
— |
FY2025 |
| 215 |
Patrick Industries Inc
PATK · US
|
$2.7B |
67/100
Strong
|
21.9%low 11.4% |
10 yr+ |
1.4× |
20% |
— |
FY2025 |
| 216 |
Cadre Holdings Inc
CDRE · US
|
$1.3B |
67/100
Strong
|
20.5%low 3.5% |
6 yr |
0.6× |
39% |
— |
FY2025 |
| 217 |
Hibbett Sports Inc
HIBB · US
|
$1.0B |
67/100
Strong
|
20.4%low 8.3% |
10 yr+ |
0.8× |
32% |
— |
FY2024 |
| 218 |
Papa John's International Inc
PZZA · US
|
$984M |
67/100
Strong
|
31.3%‡low 10.2% |
10 yr+ |
— |
22% |
— |
FY2025 |
| 219 |
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 |
| 220 |
Cencora Inc.
COR · US
|
$61B |
66/100
Strong
|
50.8%low 20.1% |
5 yr |
4.2× |
3% |
Cencora Deep-Dive Value Investment AnalysisMay 27, 2026 · Watch |
FY2025 |
| 221 |
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 |
| 222 |
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 |
| 223 |
VeriSign Inc
VRSN · US
|
$26B |
66/100
Strong
|
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's PerspectiveMay 28, 2026 · Watch |
FY2025 |
| 224 |
Sterling Infrastructure, Inc.
STRL · US
|
$18B |
66/100
Strong
|
16.9%low -8.6% |
9 yr |
Net cash |
14% |
— |
FY2025 |
| 225 |
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 |
| 226 |
Topbuild Corp
BLD · US
|
$9.9B |
66/100
Strong
|
19.4%low 7.5% |
10 yr+ |
1.3× |
27% |
— |
FY2025 |
| 227 |
AAON Inc
AAON · US
|
$7.3B |
66/100
Strong
|
19.4%low 12.0% |
10 yr+ |
0.5× |
29% |
— |
FY2025 |
| 228 |
Lamb Weston Holdings Inc
LW · US
|
$7.2B |
66/100
Strong
|
44.7%low 15.9% |
10 yr+ |
2.1× |
24% |
— |
FY2026 |
| 229 |
Ingredion Incorporated
INGR · US
|
$6.3B |
66/100
Strong
|
15.3%low 3.7% |
10 yr+ |
0.2× |
22% |
— |
FY2025 |
| 230 |
GigaCloud Technology Inc Class A Ordinary Shares
GCT · US
|
$1.6B |
66/100
Strong
|
25.9%low 10.5% |
7 yr |
0.1× |
23% |
— |
FY2025 |
| 231 |
Arhaus Inc
ARHS · US
|
$1.0B |
66/100
Strong
|
37.2%low 16.1% |
7 yr |
0.8× |
40% |
— |
FY2025 |
| 232 |
Vinci Partners Investments Ltd
VINP · US
|
$646M |
66/100
Strong
|
30.5%low 6.1% |
8 yr |
Net cash |
78% |
— |
FY2025 |
| 233 |
Gravity Co Ltd
GRVY · US
|
$430M |
66/100
Strong
|
24.6%low -2.3% |
9 yr |
Net cash |
38% |
— |
FY2025 |
| 234 |
Oracle Corporation
ORCL · US
|
$374B |
65/100
Strong
|
46.3%low 7.8% |
10 yr+ |
2.9× |
76% |
Oracle CorporationJul 28, 2026 · Hold |
FY2026 |
| 235 |
McKesson Corporation
MCK · US
|
$101B |
65/100
Strong
|
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2026 |
| 236 |
Brookfield Asset Management Ltd.
BAM · US
|
$81B |
65/100
Strong
|
23.4%low 1.6% |
10 yr+ |
0.2× |
59% |
— |
FY2025 |
| 237 |
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 |
| 238 |
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 |
| 239 |
Reliance Steel & Aluminum Co
RS · US
|
$21B |
65/100
Strong
|
14.4%low 7.2% |
10 yr+ |
0.2× |
28% |
— |
FY2025 |
| 240 |
Smith & Nephew SNATS Inc
SNN · US
|
$14B |
65/100
Strong
|
10.8%low 4.2% |
10 yr+ |
0.5× |
71% |
— |
FY2025 |
| 241 |
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 |
| 242 |
Oshkosh Corporation
OSK · US
|
$8.8B |
65/100
Strong
|
12.7%low 5.5% |
10 yr+ |
0.2× |
16% |
— |
FY2025 |
| 243 |
Tetra Tech Inc
TTEK · US
|
$8.5B |
65/100
Strong
|
16.2%low 9.6% |
10 yr+ |
0.5× |
16% |
— |
FY2025 |
| 244 |
Hess Midstream Partners LP
HESM · US
|
$8.4B |
65/100
Strong
|
23.3%low 1.6% |
10 yr+ |
6.6× |
84% |
— |
FY2025 |
| 245 |
Eagle Materials Inc
EXP · US
|
$6.3B |
65/100
Strong
|
24.2%low 5.7% |
10 yr+ |
1.0× |
27% |
— |
FY2026 |
| 246 |
Newmark Group Inc
NMRK · US
|
$3.7B |
65/100
Strong
|
20.1%low 3.4% |
10 yr+ |
1.1× |
99% |
— |
FY2025 |
| 247 |
Centrus Energy Corp.
LEU · US
|
$3.5B |
65/100
Strong
|
60.0%‡low 60.0% |
6 yr |
Net cash |
25% |
Centrus Energy Zen Horizon Framework Deep-Dive ResearchJun 6, 2026 · Watch |
FY2025 |
| 248 |
The Wendy’s Co
WEN · US
|
$1.4B |
65/100
Strong
|
43.0%low 21.4% |
10 yr+ |
32.7× |
36% |
— |
FY2025 |
| 249 |
Afya Ltd
AFYA · US
|
$1.3B |
65/100
Strong
|
17.2%low 7.5% |
9 yr |
0.4× |
59% |
— |
FY2025 |
| 250 |
Alexanders Inc
ALX · US
|
$1.3B |
65/100
Strong
|
25.9%low 8.4% |
10 yr+ |
7.5× |
67% |
— |
FY2025 |
| 251 |
G Willi-Food International Ltd
WILC · US
|
$373M |
65/100
Strong
|
12.4%low 2.8% |
10 yr+ |
Net cash |
28% |
— |
FY2025 |