| 201 |
Reliance Steel & Aluminum Co
RS · US
|
$21B |
65/100
Strong
|
14.4%low 7.2% |
10 yr+ |
0.2× |
28% |
— |
FY2025 |
| 202 |
Smith & Nephew SNATS Inc
SNN · US
|
$14B |
65/100
Strong
|
10.8%low 4.2% |
10 yr+ |
0.5× |
71% |
— |
FY2025 |
| 203 |
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 |
| 204 |
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 |
| 205 |
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 |
| 206 |
Textron Inc
TXT · US
|
$15B |
64/100
Medium
|
12.6%low 5.3% |
10 yr+ |
0.3× |
17% |
Textron Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 207 |
Leidos Holdings Inc
LDOS · US
|
$15B |
64/100
Medium
|
16.8%low 4.7% |
10 yr+ |
1.0× |
15% |
Leidos Holdings Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 208 |
Murphy USA Inc
MUSA · US
|
$11B |
64/100
Medium
|
44.9%low 19.3% |
10 yr+ |
5.2× |
9% |
— |
FY2025 |
| 209 |
CACI International Inc
CACI · US
|
$11B |
64/100
Medium
|
12.1%low 8.9% |
10 yr+ |
0.8× |
8% |
— |
FY2025 |
| 210 |
Mondelez International Inc
MDLZ · US
|
$80B |
63/100
Medium
|
12.7%low 6.5% |
10 yr+ |
0.8× |
38% |
MDLZ: Investment Research Through a Long-Term Business Owner's LensMay 22, 2026 · Watch |
FY2025 |
| 211 |
Elbit Systems Ltd
ESLT · US
|
$38B |
63/100
Medium
|
11.3%low 7.4% |
10 yr+ |
0.0× |
26% |
— |
FY2025 |
| 212 |
STERIS plc
STE · US
|
$22B |
63/100
Medium
|
7.6%low 1.8% |
10 yr+ |
0.2× |
43% |
STERIS plc: A Long-Term Owner's PerspectiveMay 29, 2026 · Watch |
FY2026 |
| 213 |
Tradeweb Markets Inc
TW · US
|
$22B |
63/100
Medium
|
6.5%low 1.8% |
10 yr+ |
Net cash |
60% |
— |
FY2025 |
| 214 |
Intercontinental Exchange Inc
ICE · US
|
$86B |
62/100
Medium
|
11.2%low 6.4% |
10 yr+ |
0.6× |
56% |
Intercontinental Exchange from a Long-Term Business Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 215 |
Jabil Circuit Inc
JBL · US
|
$33B |
62/100
Medium
|
24.4%low 3.0% |
10 yr+ |
0.9× |
8% |
Jabil Inc.: An In-Depth Value Investing AnalysisMay 27, 2026 · Watch |
FY2025 |
| 216 |
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
SBS · US
|
$19B |
62/100
Medium
|
19.0%low 4.3% |
10 yr+ |
0.7× |
40% |
— |
FY2025 |
| 217 |
DaVita HealthCare Partners Inc
DVA · US
|
$15B |
62/100
Medium
|
27.6%low 3.2% |
10 yr+ |
10.4× |
29% |
DaVita In-Depth Value Investing ResearchMay 30, 2026 · Watch |
FY2025 |
| 218 |
The Ensign Group Inc
ENSG · US
|
$10B |
62/100
Medium
|
15.5%low 8.2% |
10 yr+ |
1.6× |
15% |
— |
FY2025 |
| 219 |
Celestica Inc.
CLS · US
|
$39B |
61/100
Medium
|
12.8%low 4.3% |
10 yr+ |
0.1× |
8% |
Celestica Inc. Deep-Dive ResearchJun 12, 2026 · Hold |
FY2025 |
| 220 |
Advanced Energy Industries Inc
AEIS · US
|
$12B |
61/100
Medium
|
17.0%low 4.5% |
10 yr+ |
Net cash |
42% |
— |
FY2025 |
| 221 |
Flex Ltd
FLEX · US
|
$42B |
60/100
Medium
|
14.1%low 3.1% |
10 yr+ |
0.4× |
7% |
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the ReratingJul 22, 2026 · Hold |
FY2026 |
| 222 |
Globus Medical
GMED · US
|
$11B |
60/100
Medium
|
9.1%low 2.5% |
10 yr+ |
Net cash |
72% |
— |
FY2025 |
| 223 |
Northern Trust Corporation
NTRS · US
|
$33B |
59/100
Medium
|
10.3%low 0.7% |
10 yr+ |
Net cash |
82% |
Northern Trust: A Study of Custody-Banking and Wealth-Management InfrastructureMay 28, 2026 · Watch |
FY2025 |
| 224 |
Laboratory Corporation of America Holdings
LH · US
|
$25B |
59/100
Medium
|
13.3%low 5.3% |
10 yr+ |
0.8× |
31% |
Labcorp Holdings: A Value-Investing Deep DiveMay 29, 2026 · Watch |
FY2025 |
| 225 |
Ball Corporation
BALL · US
|
$17B |
59/100
Medium
|
20.8%low 7.7% |
10 yr+ |
1.1× |
16% |
— |
FY2025 |
| 226 |
Texas Roadhouse Inc
TXRH · US
|
$14B |
59/100
Medium
|
20.6%low 3.4% |
10 yr+ |
1.2× |
17% |
— |
FY2025 |
| 227 |
Amkor Technology Inc
AMKR · US
|
$12B |
59/100
Medium
|
12.4%low 6.2% |
10 yr+ |
Net cash |
17% |
Amkor (AMKR) Zen Horizon ReportJun 5, 2026 · Watch |
FY2025 |
| 228 |
Smithfield Foods, Inc. Common Stock
SFD · US
|
$10B |
59/100
Medium
|
10.5%low 0.2% |
10 yr+ |
0.1× |
11% |
— |
FY2025 |
| 229 |
CRH PLC ADR
CRH · US
|
$63B |
58/100
Medium
|
12.0%low 5.4% |
10 yr+ |
0.7× |
33% |
CRH plc: An Investment Study Through the Lens of a Long-Term Business OwnerMay 26, 2026 · Cautious Buy |
FY2025 |
| 230 |
Nucor Corp
NUE · US
|
$59B |
58/100
Medium
|
19.8%low 6.7% |
10 yr+ |
0.2× |
17% |
Nucor Corporation Investment Research ReportMay 27, 2026 · Watch |
FY2025 |
| 231 |
Chipotle Mexican Grill Inc
CMG · US
|
$47B |
58/100
Medium
|
26.8%low 1.6% |
10 yr+ |
3.1× |
21% |
Chipotle Mexican Grill: A Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 232 |
Royalty Pharma Plc
RPRX · US
|
$34B |
58/100
Medium
|
16.4%low 0.8% |
10 yr+ |
1.3× |
100% |
— |
FY2025 |
| 233 |
Nasdaq Inc
NDAQ · US
|
$53B |
57/100
Medium
|
12.2%low 2.0% |
10 yr+ |
0.7× |
40% |
Nasdaq Investment MemoMay 27, 2026 · Watch |
FY2025 |
| 234 |
Iron Mountain Incorporated
IRM · US
|
$36B |
57/100
Medium
|
29.6%low 5.4% |
10 yr+ |
— |
54% |
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital SpendingMay 27, 2026 · Watch |
FY2025 |
| 235 |
SS&C Technologies Holdings Inc
SSNC · US
|
$18B |
57/100
Medium
|
9.6%low 2.3% |
10 yr+ |
0.6× |
46% |
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap EnoughJul 18, 2026 · Hold |
FY2025 |
| 236 |
Vulcan Materials Company
VMC · US
|
$35B |
56/100
Medium
|
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing AnalysisMay 28, 2026 · Watch |
FY2025 |
| 237 |
Jones Lang LaSalle Incorporated
JLL · US
|
$16B |
56/100
Medium
|
9.9%low 3.6% |
10 yr+ |
0.4× |
64% |
— |
FY2025 |
| 238 |
Moog Inc
MOG-A · US
|
$12B |
56/100
Medium
|
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View ResearchJun 3, 2026 · Watch |
FY2025 |
| 239 |
Interactive Brokers Group Inc
IBKR · US
|
$149B |
54/100
Medium
|
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's ViewMay 25, 2026 · Watch |
FY2025 |
| 240 |
Westinghouse Air Brake Technologies Corp
WAB · US
|
$49B |
54/100
Medium
|
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's AnalysisMay 27, 2026 · Watch |
FY2025 |
| 241 |
Synnex Corporation
SNX · US
|
$20B |
54/100
Medium
|
9.8%low 5.0% |
10 yr+ |
0.3× |
8% |
— |
FY2025 |
| 242 |
Quanta Services Inc
PWR · US
|
$100B |
53/100
Medium
|
9.7%low 5.9% |
10 yr+ |
0.7× |
13% |
Quanta Services: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 243 |
Sumitomo Electric Industries Ltd ADR
SMTOY · US
|
$41B |
53/100
Medium
|
7.2%low 3.5% |
10 yr+ |
0.2× |
18% |
Sumitomo Electric Industries: The Transition Is Real, But So Is the PriceJul 15, 2026 · Hold |
FY2026 |
| 244 |
IQVIA Holdings Inc
IQV · US
|
$39B |
53/100
Medium
|
13.0%low 1.3% |
10 yr+ |
2.2× |
33% |
IQVIA Holdings: A Deep-Dive Value Investing StudyMay 28, 2026 · Watch |
FY2025 |
| 245 |
American Water Works
AWK · US
|
$27B |
53/100
Medium
|
10.6%low 7.9% |
10 yr+ |
1.5× |
56% |
— |
FY2025 |
| 246 |
SBA Communications Corp
SBAC · US
|
$19B |
53/100
Medium
|
10.1%‡low 6.5% |
10 yr+ |
— |
72% |
SBA Communications Value Investing AnalysisMay 29, 2026 · Watch |
FY2025 |
| 247 |
Rogers Communications Inc
RCI · US
|
$18B |
53/100
Medium
|
19.8%low 8.1% |
10 yr+ |
2.4× |
40% |
Rogers Communications: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2025 |
| 248 |
Alliant Energy Corp
LNT · US
|
$18B |
53/100
Medium
|
10.8%low 9.9% |
10 yr+ |
1.6× |
40% |
Alliant Energy LNT Research from a Long-Term Business Owner's PerspectiveMay 30, 2026 · Watch |
FY2025 |
| 249 |
Waste Connections Inc
WCN · US
|
$42B |
52/100
Medium
|
8.5%low 3.0% |
10 yr+ |
1.1× |
41% |
— |
FY2025 |
| 250 |
Equinix Inc
EQIX · US
|
$101B |
51/100
Medium
|
5.5%low 2.9% |
10 yr+ |
1.4× |
49% |
Equinix Long-Term Owner's Perspective ResearchMay 25, 2026 · Watch |
FY2025 |
| 251 |
Cigna Corp
CI · US
|
$74B |
51/100
Medium
|
12.5%low 6.4% |
10 yr+ |
0.6× |
19% |
The Cigna Group Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 252 |
ONEOK Inc
OKE · US
|
$57B |
51/100
Medium
|
21.6%low 7.0% |
10 yr+ |
1.5× |
20% |
ONEOK In-Depth Value Investing AnalysisMay 27, 2026 · Cautious Buy |
FY2025 |
| 253 |
WEC Energy Group Inc
WEC · US
|
$36B |
51/100
Medium
|
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 InMay 27, 2026 · Watch |
FY2025 |
| 254 |
BCE Inc
BCE · US
|
$20B |
50/100
Medium
|
14.5%low 2.0% |
10 yr+ |
1.8× |
56% |
— |
FY2025 |
| 255 |
WESCO International Inc
WCC · US
|
$17B |
50/100
Medium
|
11.0%low 3.0% |
10 yr+ |
1.2× |
20% |
— |
FY2025 |
| 256 |
Omega Healthcare Investors Inc
OHI · US
|
$16B |
50/100
Medium
|
8.1%low 2.8% |
10 yr+ |
0.8× |
94% |
— |
FY2025 |
| 257 |
Dycom Industries Inc
DY · US
|
$13B |
50/100
Medium
|
14.6%low 4.2% |
10 yr+ |
1.2× |
14% |
— |
FY2026 |
| 258 |
Charter Communications Inc
CHTR · US
|
$20B |
49/100
Weak
|
25.0%low 3.4% |
10 yr+ |
6.0× |
37% |
— |
FY2025 |
| 259 |
XPO Logistics Inc
XPO · US
|
$24B |
48/100
Weak
|
18.9%low 2.6% |
10 yr+ |
2.4× |
12% |
— |
FY2025 |
| 260 |
UDR Inc
UDR · US
|
$14B |
48/100
Weak
|
5.2%low 1.6% |
10 yr+ |
1.9× |
23% |
UDR Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 261 |
Nextera Energy Inc
NEE · US
|
$181B |
46/100
Weak
|
13.1%low 8.0% |
10 yr+ |
1.7× |
57% |
NextEra Energy: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 262 |
Ameren Corp
AEE · US
|
$30B |
46/100
Weak
|
9.8%low 7.3% |
10 yr+ |
1.5× |
44% |
— |
FY2025 |
| 263 |
T-Mobile US Inc
TMUS · US
|
$185B |
45/100
Weak
|
11.4%low 3.7% |
10 yr+ |
2.0× |
57% |
T-Mobile Long-Term Owner's View ResearchMay 23, 2026 · Watch |
FY2025 |
| 264 |
Wheaton Precious Metals Corp
WPM · US
|
$51B |
45/100
Weak
|
7.8%low 1.2% |
10 yr+ |
Net cash |
54% |
Wheaton Precious Metals In-Depth ResearchMay 31, 2026 · Hold |
FY2025 |
| 265 |
Ares Management LP
ARES · US
|
$42B |
45/100
Weak
|
13.9%low 5.2% |
10 yr+ |
3.1× |
60% |
Ares Management: A Deep Dive into the Alternative Asset Management PlatformMay 23, 2026 · Watch |
FY2025 |
| 266 |
United Microelectronics
UMC · US
|
$47B |
44/100
Weak
|
11.4%low 3.7% |
10 yr+ |
Net cash |
27% |
— |
FY2025 |
| 267 |
American Electric Power Co Inc
AEP · US
|
$70B |
42/100
Weak
|
9.7%low 3.5% |
10 yr+ |
1.6× |
28% |
American Electric Power In-Depth Value Investment AnalysisMay 21, 2026 · Watch |
FY2025 |
| 268 |
Kinder Morgan Inc
KMI · US
|
$72B |
41/100
Weak
|
5.5%low 0.5% |
10 yr+ |
1.0× |
50% |
Kinder Morgan: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 269 |
Federal Realty Investment Trust
FRT · US
|
$11B |
40/100
Weak
|
10.3%low 5.1% |
10 yr+ |
1.5× |
62% |
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's PerspectiveMay 31, 2026 · Watch |
FY2025 |
| 270 |
DTE Energy Company
DTE · US
|
$30B |
37/100
Weak
|
11.1%low 9.6% |
10 yr+ |
2.1× |
32% |
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated UtilityMay 28, 2026 · Watch |
FY2025 |
| 271 |
Southern Company
SO · US
|
$109B |
35/100
Weak
|
10.4%low 3.4% |
10 yr+ |
2.0× |
43% |
The Southern Company: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 272 |
FedEx Corporation
FDX · US
|
$73B |
35/100
Weak
|
14.5%low 3.0% |
10 yr+ |
0.9× |
27% |
— |
FY2026 |