| 1 |
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 |
| 2 |
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 |
| 3 |
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 |
| 4 |
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 |
| 5 |
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 |
| 6 |
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 |
| 7 |
Zebra Technologies Corporation
ZBRA · US
|
$14B |
64/100
Medium
|
15.1%low -17.3% |
9 yr |
0.8× |
46% |
Long-Term Value Investment Research on Zebra TechnologiesMay 31, 2026 · Watch |
FY2025 |
| 8 |
Exelixis Inc
EXEL · US
|
$13B |
64/100
Medium
|
14.0%low -78.6% |
9 yr |
Net cash |
96% |
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second ActJul 16, 2026 · Hold |
FY2025 |
| 9 |
Murphy USA Inc
MUSA · US
|
$11B |
64/100
Medium
|
44.9%low 19.3% |
10 yr+ |
5.2× |
9% |
— |
FY2025 |
| 10 |
CACI International Inc
CACI · US
|
$11B |
64/100
Medium
|
12.1%low 8.9% |
10 yr+ |
0.8× |
8% |
— |
FY2025 |
| 11 |
Pilgrims Pride Corp
PPC · US
|
$6.5B |
64/100
Medium
|
18.8%low 1.2% |
10 yr+ |
0.7× |
10% |
— |
FY2025 |
| 12 |
ACI Worldwide Inc
ACIW · US
|
$5.8B |
64/100
Medium
|
9.7%low 0.7% |
10 yr+ |
0.4× |
53% |
— |
FY2025 |
| 13 |
Cactus Inc
WHD · US
|
$5.2B |
64/100
Medium
|
16.8%low 9.8% |
9 yr |
Net cash |
36% |
— |
FY2025 |
| 14 |
Bath & Body Works Inc.
BBWI · US
|
$4.1B |
64/100
Medium
|
45.8%‡low 16.1% |
6 yr |
— |
43% |
— |
FY2026 |
| 15 |
Insight Enterprises Inc
NSIT · US
|
$3.9B |
64/100
Medium
|
13.7%low 9.5% |
10 yr+ |
0.7× |
16% |
— |
FY2025 |
| 16 |
Green Brick Partners Inc
GRBK · US
|
$3.0B |
64/100
Medium
|
15.9%low 3.6% |
10 yr+ |
0.1× |
26% |
— |
FY2025 |
| 17 |
International Money Express Inc
IMXI · US
|
$357M |
64/100
Medium
|
26.1%low -28.3% |
7 yr |
0.3× |
39% |
— |
FY2025 |
| 18 |
Broadcom Inc
AVGO · US
|
$1.9T |
63/100
Medium
|
24.2%low -7.9% |
9 yr |
0.6× |
58% |
Broadcom: AI Revenue Grew 143% to 10.8 Billion Dollars, but 389.28 Dollars Buys the Base Case at a 1.30% Owner-Earnings Yield Against 4.74% TreasuriesAug 1, 2026 · Hold |
FY2025 |
| 19 |
Siemens AG ADR
SIEGY · US
|
$249B |
63/100
Medium
|
13.4%low 7.6% |
10 yr+ |
0.6× |
35% |
Siemens AG (SIE.XETRA) Zen Horizon Research ReportJun 9, 2026 · Watch |
FY2025 |
| 20 |
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 |
| 21 |
Elbit Systems Ltd
ESLT · US
|
$38B |
63/100
Medium
|
11.3%low 7.4% |
10 yr+ |
0.0× |
26% |
— |
FY2025 |
| 22 |
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 |
| 23 |
Tradeweb Markets Inc
TW · US
|
$22B |
63/100
Medium
|
6.5%low 1.8% |
10 yr+ |
Net cash |
60% |
— |
FY2025 |
| 24 |
Warner Music Group
WMG · US
|
$14B |
63/100
Medium
|
50.7%low 11.9% |
5 yr |
6.3× |
47% |
— |
FY2025 |
| 25 |
Dillard's, Inc.
DDS · US
|
$9.4B |
63/100
Medium
|
25.9%low -5.0% |
5 yr |
Net cash |
37% |
— |
FY2026 |
| 26 |
Zurn Elkay Water Solutions Corporation
ZWS · US
|
$8.4B |
63/100
Medium
|
13.2%low 2.8% |
10 yr+ |
0.2× |
41% |
— |
FY2025 |
| 27 |
Terreno Realty Corporation
TRNO · US
|
$7.6B |
63/100
Medium
|
5.4%low 1.9% |
10 yr+ |
0.2× |
74% |
— |
FY2025 |
| 28 |
Plexus Corp
PLXS · US
|
$6.7B |
63/100
Medium
|
10.3%low 1.4% |
10 yr+ |
Net cash |
9% |
— |
FY2025 |
| 29 |
Stride Inc
LRN · US
|
$3.4B |
63/100
Medium
|
8.8%low 0.1% |
10 yr+ |
Net cash |
36% |
— |
FY2025 |
| 30 |
Central Garden & Pet Company
CENT · US
|
$2.7B |
63/100
Medium
|
10.4%low 6.9% |
10 yr+ |
0.4× |
30% |
— |
FY2025 |
| 31 |
Central Garden & Pet Company A
CENTA · US
|
$2.4B |
63/100
Medium
|
10.4%low 6.9% |
10 yr+ |
0.4× |
30% |
— |
FY2025 |
| 32 |
Koppers Holdings Inc
KOP · US
|
$943M |
63/100
Medium
|
28.7%low 9.8% |
10 yr+ |
1.7× |
20% |
— |
FY2025 |
| 33 |
GCM Grosvenor Inc
GCMG · US
|
$754M |
63/100
Medium
|
28.9%‡low -24.0% |
9 yr |
8.8× |
99% |
— |
FY2025 |
| 34 |
Jiayin Group Inc
JFIN · US
|
$113M |
63/100
Medium
|
43.1%‡low 5.1% |
9 yr |
0.1× |
78% |
— |
FY2025 |
| 35 |
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 |
| 36 |
Ciena Corp
CIEN · US
|
$53B |
62/100
Medium
|
11.5%low -17.9% |
7 yr |
0.1× |
44% |
Ciena: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch |
FY2025 |
| 37 |
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 |
| 38 |
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 |
| 39 |
TPG Inc
TPG · US
|
$17B |
62/100
Medium
|
22.4%low 3.0% |
8 yr |
0.8× |
98% |
— |
FY2025 |
| 40 |
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 |
| 41 |
The Ensign Group Inc
ENSG · US
|
$10B |
62/100
Medium
|
15.5%low 8.2% |
10 yr+ |
1.6× |
15% |
— |
FY2025 |
| 42 |
Saia Inc
SAIA · US
|
$9.3B |
62/100
Medium
|
15.6%low 9.9% |
10 yr+ |
0.2× |
17% |
— |
FY2025 |
| 43 |
Autoliv Inc
ALV · US
|
$9.0B |
62/100
Medium
|
17.5%low 7.8% |
10 yr+ |
0.7× |
18% |
— |
FY2025 |
| 44 |
Lithia Motors Inc
LAD · US
|
$8.5B |
62/100
Medium
|
19.0%low 12.1% |
10 yr+ |
2.2× |
16% |
— |
FY2025 |
| 45 |
Urban Outfitters Inc
URBN · US
|
$6.4B |
62/100
Medium
|
13.0%low 0.1% |
10 yr+ |
0.2× |
32% |
— |
FY2026 |
| 46 |
Enova International Inc
ENVA · US
|
$6.3B |
62/100
Medium
|
19.1%low 9.7% |
10 yr+ |
3.4× |
51% |
— |
FY2025 |
| 47 |
Atour Lifestyle Holdings Limited American Depositary Shares
ATAT · US
|
$4.7B |
62/100
Medium
|
27.4%low 7.3% |
7 yr |
Net cash |
35% |
— |
FY2025 |
| 48 |
Boot Barn Holdings Inc
BOOT · US
|
$4.5B |
62/100
Medium
|
16.9%low 7.9% |
10 yr+ |
0.5× |
35% |
— |
FY2026 |
| 49 |
Silgan Holdings Inc
SLGN · US
|
$4.2B |
62/100
Medium
|
21.0%low 3.4% |
10 yr+ |
1.6× |
15% |
— |
FY2025 |
| 50 |
National HealthCare Corporation
NHC · US
|
$3.5B |
62/100
Medium
|
8.5%low 2.6% |
10 yr+ |
Net cash |
41% |
— |
FY2025 |
| 51 |
Worthington Industries Inc
WOR · US
|
$2.8B |
62/100
Medium
|
20.1%low 9.6% |
10 yr+ |
0.3× |
19% |
— |
FY2026 |
| 52 |
Perficient Inc
PRFT · US
|
$2.7B |
62/100
Medium
|
10.8%low 5.1% |
10 yr+ |
0.5× |
35% |
— |
FY2023 |
| 53 |
LCI Industries
LCII · US
|
$2.5B |
62/100
Medium
|
18.4%low 4.7% |
10 yr+ |
0.7× |
23% |
— |
FY2025 |
| 54 |
Apogee Enterprises Inc
APOG · US
|
$826M |
62/100
Medium
|
13.4%low 0.9% |
10 yr+ |
0.5× |
24% |
— |
FY2026 |
| 55 |
Vital Farms Inc
VITL · US
|
$545M |
62/100
Medium
|
18.6%low 0.8% |
8 yr |
Net cash |
33% |
— |
FY2025 |
| 56 |
ServiceNow Inc
NOW · US
|
$115B |
61/100
Medium
|
-4.1%low -116.8% |
7 yr |
Net cash |
77% |
ServiceNow: A Value Investing StudyMay 25, 2026 · Watch |
FY2025 |
| 57 |
TE Connectivity Ltd
TEL · US
|
$60B |
61/100
Medium
|
18.1%low -2.6% |
5 yr |
0.4× |
32% |
TE Connectivity Deep Value Investment AnalysisMay 27, 2026 · Watch |
FY2025 |
| 58 |
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 |
| 59 |
Advanced Energy Industries Inc
AEIS · US
|
$12B |
61/100
Medium
|
17.0%low 4.5% |
10 yr+ |
Net cash |
42% |
— |
FY2025 |
| 60 |
Flowserve Corporation
FLS · US
|
$9.4B |
61/100
Medium
|
9.5%low 0.2% |
10 yr+ |
0.5× |
31% |
— |
FY2025 |
| 61 |
OneMain Holdings Inc
OMF · US
|
$7.4B |
61/100
Medium
|
17.4%low 5.6% |
10 yr+ |
6.3× |
53% |
— |
FY2025 |
| 62 |
Taylor Morn Home
TMHC · US
|
$6.7B |
61/100
Medium
|
11.3%low 2.4% |
10 yr+ |
0.2× |
21% |
— |
FY2025 |
| 63 |
MYR Group Inc
MYRG · US
|
$5.2B |
61/100
Medium
|
11.7%low 5.0% |
10 yr+ |
Net cash |
11% |
— |
FY2025 |
| 64 |
United States Lime & Minerals Inc
USLM · US
|
$3.2B |
61/100
Medium
|
14.5%low 8.8% |
10 yr+ |
Net cash |
32% |
— |
FY2025 |
| 65 |
Monarch Casino & Resort Inc
MCRI · US
|
$2.2B |
61/100
Medium
|
12.8%low 6.4% |
10 yr+ |
Net cash |
52% |
— |
FY2025 |
| 66 |
Caterpillar Inc
CAT · US
|
$375B |
60/100
Medium
|
34.1%low -0.5% |
9 yr |
1.6× |
31% |
Caterpillar Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 67 |
Altria Group
MO · US
|
$114B |
60/100
Medium
|
40.8%‡low 6.5% |
6 yr |
— |
58% |
— |
FY2025 |
| 68 |
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 |
| 69 |
Globus Medical
GMED · US
|
$11B |
60/100
Medium
|
9.1%low 2.5% |
10 yr+ |
Net cash |
72% |
— |
FY2025 |
| 70 |
Brinker International Inc
EAT · US
|
$9.2B |
60/100
Medium
|
21.9%‡low 3.4% |
10 yr+ |
4.5× |
16% |
— |
FY2025 |
| 71 |
Match Group Inc
MTCH · US
|
$9.2B |
60/100
Medium
|
20.9%‡low 1.4% |
9 yr |
— |
74% |
— |
FY2025 |
| 72 |
Lear Corporation
LEA · US
|
$7.3B |
60/100
Medium
|
15.8%low 3.5% |
10 yr+ |
0.6× |
9% |
— |
FY2025 |
| 73 |
PriceSmart Inc
PSMT · US
|
$6.0B |
60/100
Medium
|
10.9%low 9.1% |
10 yr+ |
0.0× |
17% |
— |
FY2025 |
| 74 |
CSW Industrials Inc
CSWI · US
|
$5.1B |
60/100
Medium
|
11.5%low -4.5% |
7 yr |
0.2× |
44% |
— |
FY2025 |
| 75 |
Valvoline Inc
VVV · US
|
$4.9B |
60/100
Medium
|
29.7%‡low 8.8% |
10 yr+ |
4.8× |
38% |
— |
FY2025 |
| 76 |
Abercrombie & Fitch Company
ANF · US
|
$4.4B |
60/100
Medium
|
14.1%low -12.2% |
5 yr |
0.3× |
61% |
— |
FY2026 |
| 77 |
Crane NXT Co
CXT · US
|
$3.0B |
60/100
Medium
|
15.1%low 9.0% |
10 yr+ |
0.7× |
40% |
— |
FY2025 |
| 78 |
PagSeguro Digital Ltd
PAGS · US
|
$2.7B |
60/100
Medium
|
32.3%low 12.5% |
10 yr+ |
2.6× |
47% |
— |
FY2025 |
| 79 |
PGT Innovations Inc
PGTI · US
|
$2.4B |
60/100
Medium
|
15.6%low 6.2% |
10 yr+ |
1.1× |
34% |
— |
FY2023 |
| 80 |
Perdoceo Education Corp
PRDO · US
|
$2.0B |
60/100
Medium
|
11.7%low -10.8% |
8 yr |
Net cash |
79% |
— |
FY2025 |
| 81 |
Lindsay Corporation
LNN · US
|
$1.1B |
60/100
Medium
|
11.0%low 0.8% |
10 yr+ |
Net cash |
29% |
— |
FY2025 |
| 82 |
Criteo Sa
CRTO · US
|
$1.1B |
60/100
Medium
|
8.9%low 0.9% |
10 yr+ |
Net cash |
40% |
— |
FY2025 |
| 83 |
RMR Group Inc
RMR · US
|
$325M |
60/100
Medium
|
24.4%low 7.7% |
10 yr+ |
0.6× |
49% |
— |
FY2025 |
| 84 |
SIGA Technologies Inc
SIGA · US
|
$235M |
60/100
Medium
|
28.7%low -7.4% |
6 yr |
Net cash |
54% |
— |
FY2025 |
| 85 |
Arm Holdings plc American Depositary Shares
ARM · US
|
$256B |
59/100
Medium
|
11.3%low 5.8% |
6 yr |
Net cash |
92% |
Arm Holdings: A Deep-Dive Value AnalysisMay 21, 2026 · Watch |
FY2026 |
| 86 |
Vertex Pharmaceuticals Inc
VRTX · US
|
$121B |
59/100
Medium
|
18.8%low -8.4% |
1 yr |
Net cash |
87% |
Vertex Pharmaceuticals: A Long-Term Owner's ViewMay 23, 2026 · Watch |
FY2025 |
| 87 |
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 |
| 88 |
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 |
| 89 |
SharkNinja, Inc.
SN · US
|
$23B |
59/100
Medium
|
22.1%‡low 15.3% |
8 yr |
0.0× |
45% |
— |
FY2025 |
| 90 |
Ball Corporation
BALL · US
|
$17B |
59/100
Medium
|
20.8%low 7.7% |
10 yr+ |
1.1× |
16% |
— |
FY2025 |
| 91 |
Texas Roadhouse Inc
TXRH · US
|
$14B |
59/100
Medium
|
20.6%low 3.4% |
10 yr+ |
1.2× |
17% |
— |
FY2025 |
| 92 |
Coca-Cola Consolidated Inc.
COKE · US
|
$13B |
59/100
Medium
|
24.0%low -5.6% |
7 yr |
— |
37% |
— |
FY2025 |
| 93 |
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 |
| 94 |
Smithfield Foods, Inc. Common Stock
SFD · US
|
$10B |
59/100
Medium
|
10.5%low 0.2% |
10 yr+ |
0.1× |
11% |
— |
FY2025 |
| 95 |
Appfolio Inc
APPF · US
|
$6.4B |
59/100
Medium
|
14.5%low -25.7% |
3 yr |
Net cash |
61% |
— |
FY2025 |
| 96 |
Matson Inc
MATX · US
|
$6.1B |
59/100
Medium
|
24.4%low 10.3% |
10 yr+ |
0.2× |
22% |
— |
FY2025 |
| 97 |
Sensient Technologies Corporation
SXT · US
|
$5.3B |
59/100
Medium
|
12.4%low 8.9% |
10 yr+ |
0.6× |
40% |
— |
FY2025 |
| 98 |
Piper Sandler Companies
PIPR · US
|
$5.1B |
59/100
Medium
|
9.6%low -8.9% |
8 yr |
Net cash |
98% |
— |
FY2025 |
| 99 |
Standex International Corporation
SXI · US
|
$3.6B |
59/100
Medium
|
11.0%low 4.4% |
10 yr+ |
0.5× |
37% |
— |
FY2026 |
| 100 |
A10 Network
ATEN · US
|
$2.1B |
59/100
Medium
|
6.8%low -26.6% |
6 yr |
Net cash |
78% |
— |
FY2025 |