| 101 |
Hershey Co
HSY · EE. UU.
|
$35B |
84/100
Excelente
|
43/100 |
51.2%low 19.0% |
10 yr+ |
1.0× |
44% |
The Hershey Company: A Deep-Dive Value Investing Study27 de mayo de 2026 · Watch |
FY2025 |
| 102 |
Zoetis Inc
ZTS · EE. UU.
|
$32B |
84/100
Excelente
|
47/100 |
51.4%low 43.5% |
10 yr+ |
2.2× |
67% |
Zoetis Long-Term Business Owner Value Analysis28 de mayo de 2026 · Cautious Buy |
FY2025 |
| 103 |
Texas Pacific Land Corporation
TPL · EE. UU.
|
$28B |
84/100
Excelente
|
51/100 |
48.7%low 33.0% |
10 yr+ |
Net cash |
93% |
Texas Pacific Land: A Deep Value Investment Study28 de mayo de 2026 · Watch |
FY2025 |
| 104 |
Hubbell Inc
HUBB · EE. UU.
|
$25B |
84/100
Excelente
|
47/100 |
20.3%low 14.9% |
10 yr+ |
0.5× |
31% |
In-Depth Value Analysis of Hubbell Incorporated29 de mayo de 2026 · Watch |
FY2025 |
| 105 |
Acuity Brands Inc
AYI · EE. UU.
|
$9.8B |
84/100
Excelente
|
— |
17.1%low 11.7% |
10 yr+ |
0.2× |
43% |
— |
FY2025 |
| 106 |
Allison Transmission Holdings Inc
ALSN · EE. UU.
|
$9.6B |
84/100
Excelente
|
43/100 |
49.2%low 19.9% |
10 yr+ |
0.8× |
49% |
Allison Transmission: A Reassessment During the Integration Phase28 de mayo de 2026 · Hold |
FY2025 |
| 107 |
Sally Beauty Holdings Inc
SBH · EE. UU.
|
$1.4B |
84/100
Excelente
|
— |
44.2%low 24.4% |
10 yr+ |
1.8× |
50% |
— |
FY2025 |
| 108 |
Apple Inc.
AAPL · EE. UU.
|
$4.5T |
83/100
Excelente
|
43/100 |
54.7%low 35.6% |
10 yr+ |
0.8× |
41% |
Apple Inc.: Strip Out the Tariff Refunds and the 50.1% Margin Becomes 48.1%, While 308.91 Dollars Earns Less Than the Ten-Year Treasury1 de agosto de 2026 · Hold |
FY2025 |
| 109 |
Amphenol Corporation
APH · EE. UU.
|
$198B |
83/100
Excelente
|
37/100 |
24.6%low 16.1% |
10 yr+ |
0.3× |
33% |
Amphenol Long-Term Owner Perspective Research3 de junio de 2026 · Watch |
FY2025 |
| 110 |
Intuitive Surgical Inc
ISRG · EE. UU.
|
$127B |
83/100
Excelente
|
52/100 |
14.1%low 10.9% |
10 yr+ |
Net cash |
68% |
Intuitive Surgical: A Long-Term Business Owner's Research Report22 de mayo de 2026 · Watch |
FY2025 |
| 111 |
Stryker Corporation
SYK · EE. UU.
|
$125B |
83/100
Excelente
|
49/100 |
16.0%low 10.2% |
10 yr+ |
0.5× |
62% |
Stryker In-Depth Value Investment Research25 de mayo de 2026 · Watch |
FY2025 |
| 112 |
Regeneron Pharmaceuticals Inc
REGN · EE. UU.
|
$79B |
83/100
Excelente
|
48/100 |
22.5%low 14.4% |
10 yr+ |
Net cash |
89% |
Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective22 de mayo de 2026 · Watch |
FY2025 |
| 113 |
Agilent Technologies Inc
A · EE. UU.
|
$39B |
83/100
Excelente
|
44/100 |
17.8%low 6.9% |
10 yr+ |
0.2× |
53% |
Agilent Technologies: A Study from a Long-Term Business Owner's Perspective21 de mayo de 2026 · Watch |
FY2025 |
| 114 |
PPG Industries Inc
PPG · EE. UU.
|
$25B |
83/100
Excelente
|
41/100 |
20.9%low 15.6% |
10 yr+ |
— |
41% |
PPG Industries: A Long-Term Owner-Perspective Investment Analysis29 de mayo de 2026 · Watch |
FY2025 |
| 115 |
Expeditors International of Washington, Inc.
EXPD · EE. UU.
|
$22B |
83/100
Excelente
|
44/100 |
31.9%low 23.4% |
10 yr+ |
Net cash |
13% |
Expeditors International Deep-Dive Value Research29 de mayo de 2026 · Watch |
FY2025 |
| 116 |
Lincoln Electric Holdings Inc
LECO · EE. UU.
|
$14B |
83/100
Excelente
|
— |
33.9%low 26.1% |
10 yr+ |
0.7× |
34% |
— |
FY2025 |
| 117 |
Houlihan Lokey Inc
HLI · EE. UU.
|
$8.8B |
83/100
Excelente
|
41/100 |
19.2%low 14.8% |
10 yr+ |
Net cash |
43% |
Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant19 de agosto de 2026 · Hold |
FY2026 |
| 118 |
Western Union Co
WU · EE. UU.
|
$2.0B |
83/100
Excelente
|
— |
54.3%low 28.1% |
8 yr |
0.0× |
39% |
— |
FY2025 |
| 119 |
Herbalife Nutrition Ltd
HLF · EE. UU.
|
$1.3B |
83/100
Excelente
|
31/100 |
49.9%‡low 30.9% |
10 yr+ |
— |
79% |
Herbalife Ltd.: Real Volume Growth, Concentrated in India, on a Leveraged Balance Sheet4 de septiembre de 2026 · Watch |
FY2025 |
| 120 |
Kforce Inc.
KFRC · EE. UU.
|
$1.0B |
83/100
Excelente
|
— |
35.8%low 24.8% |
10 yr+ |
0.6× |
29% |
— |
FY2025 |
| 121 |
Taiwan Semiconductor Manufacturing
TSM · EE. UU.
|
$2.1T |
82/100
Excelente
|
57/100 |
26.3%low 21.8% |
10 yr+ |
Net cash |
53% |
TSMC: Earnings Have Outrun the Share Price to a 28.1x Trailing Multiple, but a Limit-Up Close at NT$2,425 Leaves Only a Limited Margin of Safety31 de julio de 2026 · Hold |
FY2025 |
| 122 |
Johnson & Johnson
JNJ · EE. UU.
|
$618B |
82/100
Excelente
|
48/100 |
25.5%low 2.2% |
10 yr+ |
0.3× |
69% |
Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap25 de mayo de 2026 · Watch |
FY2025 |
| 123 |
Texas Instruments Incorporated
TXN · EE. UU.
|
$252B |
82/100
Excelente
|
49/100 |
46.2%low 28.4% |
10 yr+ |
0.6× |
63% |
Texas Instruments Analog and Embedded Processors Research23 de mayo de 2026 · Watch |
FY2025 |
| 124 |
Fortinet Inc
FTNT · EE. UU.
|
$119B |
82/100
Excelente
|
55/100 |
38.0%low 3.8% |
10 yr+ |
Net cash |
77% |
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens22 de mayo de 2026 · Watch |
FY2025 |
| 125 |
Ferguson Plc
FERG · EE. UU.
|
$48B |
82/100
Excelente
|
43/100 |
29.7%low 20.3% |
10 yr+ |
0.9× |
30% |
Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries16 de agosto de 2026 · Hold |
FY2025 |
| 126 |
GE HealthCare Technologies Inc.
GEHC · EE. UU.
|
$31B |
82/100
Excelente
|
43/100 |
30.2%low 13.5% |
7 yr |
0.5× |
40% |
GE HealthCare Technologies: A Deep Value Investment Analysis22 de mayo de 2026 · Watch |
FY2025 |
| 127 |
IDEX Corporation
IEX · EE. UU.
|
$17B |
82/100
Excelente
|
44/100 |
16.7%low 12.0% |
10 yr+ |
0.3× |
48% |
IDEX Corporation Deep Value Investment Research30 de mayo de 2026 · Watch |
FY2025 |
| 128 |
CGI Inc
GIB · EE. UU.
|
$15B |
82/100
Excelente
|
— |
18.2%low 16.1% |
10 yr+ |
0.4× |
17% |
— |
FY2025 |
| 129 |
RPM International Inc
RPM · EE. UU.
|
$14B |
82/100
Excelente
|
43/100 |
22.0%low 12.7% |
10 yr+ |
0.8× |
40% |
RPM International Inc.26 de julio de 2026 · Hold |
FY2026 |
| 130 |
Deckers Outdoor Corporation
DECK · EE. UU.
|
$13B |
82/100
Excelente
|
47/100 |
26.3%low 0.6% |
10 yr+ |
Net cash |
53% |
Deckers In-Depth Value Investment Research30 de mayo de 2026 · Cautious Buy |
FY2026 |
| 131 |
NewMarket Corporation
NEU · EE. UU.
|
$7.8B |
82/100
Excelente
|
45/100 |
35.6%low 23.5% |
10 yr+ |
0.5× |
28% |
NewMarket Corporation: The Cash Cow, the Rocket-Propellant Option, and What the Market Now Prices19 de agosto de 2026 · Hold |
FY2025 |
| 132 |
Landstar System Inc
LSTR · EE. UU.
|
$5.9B |
82/100
Excelente
|
— |
30.3%low 14.5% |
10 yr+ |
Net cash |
20% |
— |
FY2025 |
| 133 |
Trex Company Inc
TREX · EE. UU.
|
$4.5B |
82/100
Excelente
|
— |
33.1%low 18.4% |
10 yr+ |
0.2× |
40% |
— |
FY2025 |
| 134 |
CSG Systems International Inc
CSGS · EE. UU.
|
$2.3B |
82/100
Excelente
|
— |
20.0%low 12.4% |
10 yr+ |
1.4× |
48% |
— |
FY2025 |
| 135 |
Ituran Location and Control Ltd
ITRN · EE. UU.
|
$1.1B |
82/100
Excelente
|
— |
25.7%low 5.3% |
10 yr+ |
Net cash |
49% |
— |
FY2025 |
| 136 |
NVIDIA Corporation
NVDA · EE. UU.
|
$4.9T |
81/100
Excelente
|
66/100 |
39.9%low 19.8% |
10 yr+ |
Net cash |
64% |
NVIDIA: Demand Has Broadened Beyond the Hyperscalers, but Its Funding Base Has Not, and 197 USD Already Prices Continued Excellence29 de julio de 2026 · Hold |
FY2026 |
| 137 |
Moodys Corporation
MCO · EE. UU.
|
$83B |
81/100
Excelente
|
47/100 |
57.3%low 46.2% |
10 yr+ |
1.2× |
68% |
Moody's from a Long-Term Owner's Perspective26 de mayo de 2026 · Watch |
FY2025 |
| 138 |
DR Horton Inc
DHI · EE. UU.
|
$40B |
81/100
Excelente
|
41/100 |
18.9%low 13.0% |
10 yr+ |
0.1× |
25% |
D.R. Horton Deep-Dive Value Investing Research27 de mayo de 2026 · Watch |
FY2025 |
| 139 |
EMCOR Group Inc
EME · EE. UU.
|
$35B |
81/100
Excelente
|
43/100 |
19.6%low 6.5% |
10 yr+ |
Net cash |
16% |
EMCOR Group: A Value-Investing Deep Dive27 de mayo de 2026 · Watch |
FY2025 |
| 140 |
HP Inc
HPQ · EE. UU.
|
$24B |
81/100
Excelente
|
33/100 |
56.9%‡low 46.4% |
10 yr+ |
— |
20% |
HP Inc.: A Value-Investing Deep Dive29 de mayo de 2026 · Watch |
FY2025 |
| 141 |
McCormick & Company Incorporated
MKC · EE. UU.
|
$14B |
81/100
Excelente
|
42/100 |
18.9%low 12.3% |
10 yr+ |
0.7× |
39% |
McCormick Deep Value Investment Research30 de mayo de 2026 · Watch |
FY2025 |
| 142 |
Simpson Manufacturing Company Inc
SSD · EE. UU.
|
$7.8B |
81/100
Excelente
|
44/100 |
17.2%low 10.4% |
10 yr+ |
0.1× |
46% |
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17%19 de agosto de 2026 · Hold |
FY2025 |
| 143 |
Lancaster Colony Corporation
LANC · EE. UU.
|
$4.8B |
81/100
Excelente
|
— |
17.8%low 10.6% |
10 yr+ |
Net cash |
24% |
— |
FY2024 |
| 144 |
The Marzetti Company
MZTI · EE. UU.
|
$2.9B |
81/100
Excelente
|
— |
17.7%low 10.6% |
10 yr+ |
Net cash |
24% |
— |
FY2025 |
| 145 |
Revolve Group LLC
RVLV · EE. UU.
|
$1.8B |
81/100
Excelente
|
42/100 |
18.8%low 5.7% |
10 yr+ |
Net cash |
52% |
Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income13 de septiembre de 2026 · Watch |
FY2025 |
| 146 |
Carter’s Inc
CRI · EE. UU.
|
$1.4B |
81/100
Excelente
|
— |
26.8%low 9.9% |
10 yr+ |
0.8× |
45% |
— |
FY2025 |
| 147 |
Lowe's Companies Inc
LOW · EE. UU.
|
$117B |
80/100
Excelente
|
41/100 |
35.9%‡low 21.1% |
10 yr+ |
— |
31% |
Lowe's: A Long-Term Owner's Perspective25 de mayo de 2026 · Watch |
FY2026 |
| 148 |
Illinois Tool Works Inc
ITW · EE. UU.
|
$83B |
80/100
Excelente
|
44/100 |
56.5%low 36.8% |
10 yr+ |
2.5× |
42% |
Illinois Tool Works: A Value Investing Deep Dive26 de mayo de 2026 · Watch |
FY2025 |
| 149 |
Best Buy Co. Inc
BBY · EE. UU.
|
$19B |
80/100
Excelente
|
34/100 |
40.2%low 26.1% |
10 yr+ |
0.8× |
23% |
Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner23 de mayo de 2026 · Watch |
FY2026 |
| 150 |
Lennox International Inc
LII · EE. UU.
|
$14B |
80/100
Excelente
|
43/100 |
48.2%‡low 31.7% |
10 yr+ |
1.7× |
30% |
Lennox International Deep Value Investment Research30 de mayo de 2026 · Watch |
FY2025 |
| 151 |
Watts Water Technologies Inc
WTS · EE. UU.
|
$12B |
80/100
Excelente
|
— |
14.3%low 8.8% |
10 yr+ |
Net cash |
44% |
— |
FY2025 |
| 152 |
Frontdoor Inc
FTDR · EE. UU.
|
$5.1B |
80/100
Excelente
|
— |
49.5%low 22.1% |
10 yr+ |
2.7× |
47% |
— |
FY2025 |
| 153 |
Badger Meter Inc
BMI · EE. UU.
|
$3.9B |
80/100
Excelente
|
— |
15.1%low 9.2% |
10 yr+ |
Net cash |
39% |
— |
FY2025 |
| 154 |
Artisan Partners Asset Management Inc
APAM · EE. UU.
|
$2.8B |
80/100
Excelente
|
— |
58.6%low 45.9% |
10 yr+ |
0.4× |
49% |
— |
FY2025 |
| 155 |
Turning Point Brands Inc
TPB · EE. UU.
|
$1.4B |
80/100
Excelente
|
— |
29.1%low 10.4% |
10 yr+ |
0.2× |
50% |
— |
FY2025 |
| 156 |
Bellring Brands LLC
BRBR · EE. UU.
|
$1.4B |
80/100
Excelente
|
— |
42.5%‡low 19.2% |
10 yr+ |
— |
33% |
— |
FY2025 |
| 157 |
John B Sanfilippo & Son Inc
JBSS · EE. UU.
|
$967M |
80/100
Excelente
|
— |
18.2%low 12.1% |
10 yr+ |
0.3× |
19% |
— |
FY2025 |