| 1 |
Cirrus Logic Inc
CRUS · EE. UU.
|
$6.5B |
79/100
Sólida
|
— |
15.6%low 7.9% |
10 yr+ |
Net cash |
51% |
— |
FY2026 |
| 2 |
LeMaitre Vascular Inc
LMAT · EE. UU.
|
$2.3B |
79/100
Sólida
|
— |
12.6%low 7.7% |
10 yr+ |
Net cash |
68% |
— |
FY2025 |
| 3 |
Sprouts Farmers Market LLC
SFM · EE. UU.
|
$8.1B |
78/100
Sólida
|
40/100 |
26.7%low 18.5% |
10 yr+ |
1.2× |
36% |
Sprouts Farmers Market: A 38.7% Gross Margin and USD 3.8m Boxes Against -1.0% Comps, With USD 73.46 at 13.7x Normalized 2026 Earnings16 de septiembre de 2026 · Cautious Buy |
FY2025 |
| 4 |
Pool Corporation
POOL · EE. UU.
|
$6.7B |
78/100
Sólida
|
44/100 |
52.6%low 34.1% |
10 yr+ |
1.2× |
30% |
Pool Corporation Value Investment Deep-Dive Report31 de mayo de 2026 · Watch |
FY2025 |
| 5 |
Installed Building Products Inc
IBP · EE. UU.
|
$6.0B |
78/100
Sólida
|
— |
31.6%low 19.5% |
10 yr+ |
1.0× |
31% |
— |
FY2025 |
| 6 |
Amdocs Ltd
DOX · EE. UU.
|
$5.9B |
78/100
Sólida
|
— |
14.3%low 10.3% |
10 yr+ |
0.1× |
35% |
— |
FY2025 |
| 7 |
Doximity Inc
DOCS · EE. UU.
|
$3.8B |
78/100
Sólida
|
— |
27.9%low 11.7% |
8 yr |
Net cash |
88% |
— |
FY2026 |
| 8 |
Academy Sports Outdoors Inc
ASO · EE. UU.
|
$2.9B |
78/100
Sólida
|
— |
33.8%low 17.4% |
9 yr |
0.7× |
32% |
— |
FY2026 |
| 9 |
Xp Inc
XP · EE. UU.
|
$8.8B |
77/100
Sólida
|
— |
22.6%low 14.7% |
10 yr+ |
3.2× |
67% |
— |
FY2025 |
| 10 |
ExlService Holdings Inc
EXLS · EE. UU.
|
$5.2B |
77/100
Sólida
|
— |
15.6%low 8.2% |
10 yr+ |
0.1× |
36% |
— |
FY2025 |
| 11 |
ePlus inc
PLUS · EE. UU.
|
$2.4B |
77/100
Sólida
|
— |
13.9%low 11.0% |
10 yr+ |
Net cash |
24% |
— |
FY2026 |
| 12 |
Trade Desk Inc
TTD · EE. UU.
|
$8.5B |
76/100
Sólida
|
45/100 |
14.8%low 2.5% |
10 yr+ |
Net cash |
79% |
The Trade Desk: A Long-Term Owner's Deep-Dive31 de mayo de 2026 · Watch |
FY2025 |
| 13 |
Booz Allen Hamilton Holding
BAH · EE. UU.
|
$8.4B |
76/100
Sólida
|
37/100 |
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 Value1 de agosto de 2026 · Hold |
FY2026 |
| 14 |
Hamilton Lane Inc
HLNE · EE. UU.
|
$6.0B |
76/100
Sólida
|
— |
25.3%low 0.7% |
10 yr+ |
Net cash |
67% |
— |
FY2026 |
| 15 |
Fortune Brands Innovations Inc.
FBIN · EE. UU.
|
$5.9B |
76/100
Sólida
|
— |
19.9%low 12.5% |
10 yr+ |
1.0× |
40% |
— |
FY2025 |
| 16 |
Atmus Filtration Technologies Inc.
ATMU · EE. UU.
|
$4.2B |
76/100
Sólida
|
— |
47.2%low 31.9% |
7 yr |
0.9× |
26% |
— |
FY2025 |
| 17 |
TriNet Group Inc
TNET · EE. UU.
|
$3.0B |
76/100
Sólida
|
— |
52.5%low 38.4% |
10 yr+ |
12.1× |
19% |
— |
FY2025 |
| 18 |
Nice Ltd ADR
NICE · EE. UU.
|
$5.8B |
75/100
Sólida
|
49/100 |
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 Substitutes22 de julio de 2026 · Watch |
FY2025 |
| 19 |
Franklin Electric Co Inc
FELE · EE. UU.
|
$4.6B |
75/100
Sólida
|
— |
13.7%low 11.1% |
10 yr+ |
0.1× |
34% |
— |
FY2025 |
| 20 |
Dlocal Ltd
DLO · EE. UU.
|
$4.4B |
75/100
Sólida
|
— |
38.1%low 24.6% |
7 yr |
Net cash |
49% |
— |
FY2025 |
| 21 |
Kadant Inc
KAI · EE. UU.
|
$3.6B |
75/100
Sólida
|
— |
13.2%low 9.4% |
10 yr+ |
0.3× |
44% |
— |
FY2025 |
| 22 |
Columbia Sportswear Company
COLM · EE. UU.
|
$3.0B |
75/100
Sólida
|
— |
12.8%low 5.9% |
10 yr+ |
Net cash |
49% |
— |
FY2025 |
| 23 |
Vector Group Ltd
VGR · EE. UU.
|
$2.4B |
75/100
Sólida
|
— |
57.5%‡low 39.3% |
10 yr+ |
— |
33% |
— |
FY2023 |
| 24 |
Morningstar Inc
MORN · EE. UU.
|
$7.2B |
74/100
Sólida
|
— |
17.5%low 5.8% |
10 yr+ |
0.7× |
59% |
— |
FY2025 |
| 25 |
Campbell’s Co
CPB · EE. UU.
|
$6.6B |
74/100
Sólida
|
33/100 |
29.8%low 14.9% |
10 yr+ |
1.8× |
34% |
The Campbell's Company: A Value-Investing Deep Dive31 de mayo de 2026 · Watch |
FY2025 |
| 26 |
Reynolds Consumer Products Inc
REYN · EE. UU.
|
$5.3B |
74/100
Sólida
|
— |
16.6%low 13.4% |
10 yr+ |
0.7× |
26% |
— |
FY2025 |
| 27 |
Bread Financial Holdings, Inc.
BFH · EE. UU.
|
$4.5B |
74/100
Sólida
|
— |
24.4%low 9.1% |
10 yr+ |
0.2× |
57% |
— |
FY2025 |
| 28 |
Cavco Industries Inc
CVCO · EE. UU.
|
$4.2B |
74/100
Sólida
|
— |
15.5%low 9.2% |
10 yr+ |
Net cash |
23% |
— |
FY2026 |
| 29 |
Inter Parfums Inc
IPAR · EE. UU.
|
$4.0B |
74/100
Sólida
|
— |
14.9%low 7.1% |
10 yr+ |
Net cash |
63% |
— |
FY2025 |
| 30 |
Mueller Water Products
MWA · EE. UU.
|
$3.9B |
74/100
Sólida
|
— |
14.9%low 10.1% |
10 yr+ |
0.0× |
33% |
— |
FY2025 |
| 31 |
Silicon Motion Technology
SIMO · EE. UU.
|
$8.6B |
73/100
Sólida
|
— |
17.3%low 7.2% |
10 yr+ |
Net cash |
48% |
— |
FY2025 |
| 32 |
Federal Signal Corporation
FSS · EE. UU.
|
$7.6B |
73/100
Sólida
|
42/100 |
15.2%low 11.1% |
10 yr+ |
0.4× |
26% |
Federal Signal Corporation: 70% of Q2's Incremental Sales Came From Acquisitions, Organic Growth Was 6%, and 115.33 USD Sits 9% Above the 106 USD Conservative Ceiling17 de septiembre de 2026 · Hold |
FY2025 |
| 33 |
Garrett Motion Inc
GTX · EE. UU.
|
$5.8B |
73/100
Sólida
|
— |
60.0%‡low 60.0% |
8 yr |
— |
25% |
— |
FY2025 |
| 34 |
EPAM Systems Inc
EPAM · EE. UU.
|
$5.5B |
73/100
Sólida
|
30/100 |
14.0%low 7.5% |
10 yr+ |
Net cash |
33% |
EPAM Systems: A Value Investing Deep Dive31 de mayo de 2026 · Cautious Buy |
FY2025 |
| 35 |
M/I Homes Inc
MHO · EE. UU.
|
$3.8B |
73/100
Sólida
|
— |
16.1%low 8.7% |
10 yr+ |
0.1× |
23% |
— |
FY2025 |
| 36 |
Teradata Corp
TDC · EE. UU.
|
$2.9B |
73/100
Sólida
|
— |
23.9%low -10.0% |
6 yr |
0.3× |
55% |
— |
FY2025 |
| 37 |
Balchem Corporation
BCPC · EE. UU.
|
$5.4B |
72/100
Sólida
|
— |
11.4%low 10.2% |
10 yr+ |
0.1× |
32% |
— |
FY2025 |
| 38 |
Kontoor Brands Inc
KTB · EE. UU.
|
$4.6B |
72/100
Sólida
|
— |
47.1%low 8.6% |
10 yr+ |
2.1× |
42% |
— |
FY2025 |
| 39 |
FTI Consulting Inc
FCN · EE. UU.
|
$4.4B |
72/100
Sólida
|
39/100 |
12.8%low 7.1% |
10 yr+ |
0.2× |
33% |
FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed Buybacks19 de agosto de 2026 · Hold |
FY2025 |
| 40 |
Dorman Products Inc
DORM · EE. UU.
|
$4.0B |
72/100
Sólida
|
— |
14.1%low 10.8% |
10 yr+ |
0.4× |
37% |
— |
FY2025 |
| 41 |
Vita Coco Company Inc
COCO · EE. UU.
|
$3.8B |
72/100
Sólida
|
— |
18.8%low 5.5% |
7 yr |
Net cash |
33% |
— |
FY2025 |
| 42 |
Wingstop Inc
WING · EE. UU.
|
$3.5B |
72/100
Sólida
|
— |
52.4%‡low 36.4% |
10 yr+ |
— |
55% |
— |
FY2025 |
| 43 |
Maximus Inc
MMS · EE. UU.
|
$3.2B |
72/100
Sólida
|
— |
18.1%low 9.7% |
10 yr+ |
0.7× |
22% |
— |
FY2025 |
| 44 |
Alarm.com Holdings Inc
ALRM · EE. UU.
|
$2.7B |
72/100
Sólida
|
— |
12.0%low 5.3% |
10 yr+ |
0.2× |
63% |
— |
FY2025 |
| 45 |
Paylocity Holding Corporation
PCTY · EE. UU.
|
$7.4B |
71/100
Sólida
|
— |
13.8%low -3.2% |
9 yr |
Net cash |
65% |
— |
FY2025 |
| 46 |
Credit Acceptance Corporation
CACC · EE. UU.
|
$6.0B |
71/100
Sólida
|
— |
27.8%low 14.2% |
10 yr+ |
3.8× |
78% |
— |
FY2025 |
| 47 |
Freedom Holding Corp
FRHC · EE. UU.
|
$9.6B |
70/100
Sólida
|
— |
23.5%low 6.1% |
10 yr+ |
Net cash |
76% |
— |
FY2026 |
| 48 |
AptarGroup Inc
ATR · EE. UU.
|
$8.5B |
70/100
Sólida
|
38/100 |
14.1%low 11.6% |
10 yr+ |
0.4× |
35% |
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion26 de agosto de 2026 · Hold |
FY2025 |
| 49 |
Descartes Systems Group Inc
DSGX · EE. UU.
|
$6.4B |
70/100
Sólida
|
— |
7.5%low 4.5% |
10 yr+ |
Net cash |
74% |
— |
FY2026 |
| 50 |
Grupo Aeroportuario del Centro Norte SAB de CV
OMAB · EE. UU.
|
$5.2B |
70/100
Sólida
|
— |
35.5%low 10.3% |
10 yr+ |
0.9× |
62% |
— |
FY2025 |
| 51 |
Science Applications International Corporation Common Stock
SAIC · EE. UU.
|
$5.0B |
70/100
Sólida
|
31/100 |
24.3%low 9.1% |
10 yr+ |
1.7× |
11% |
SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative Value26 de agosto de 2026 · Hold |
FY2026 |
| 52 |
Asbury Automotive Group Inc
ABG · EE. UU.
|
$4.3B |
70/100
Sólida
|
— |
29.0%low 12.3% |
10 yr+ |
1.6× |
17% |
— |
FY2025 |
| 53 |
Korn Ferry
KFY · EE. UU.
|
$4.2B |
70/100
Sólida
|
— |
11.5%low 7.8% |
10 yr+ |
Net cash |
78% |
— |
FY2026 |
| 54 |
Universal Display
OLED · EE. UU.
|
$3.7B |
70/100
Sólida
|
— |
14.0%low 8.5% |
10 yr+ |
Net cash |
80% |
— |
FY2025 |
| 55 |
PC Connection Inc
CNXN · EE. UU.
|
$2.1B |
70/100
Sólida
|
— |
10.8%low 8.8% |
10 yr+ |
Net cash |
16% |
— |
FY2025 |
| 56 |
Janus Henderson Group PLC
JHG · EE. UU.
|
$8.0B |
69/100
Sólida
|
— |
11.4%low 8.6% |
10 yr+ |
Net cash |
70% |
— |
FY2025 |
| 57 |
InterDigital Inc
IDCC · EE. UU.
|
$7.9B |
69/100
Sólida
|
38/100 |
21.2%low 2.7% |
10 yr+ |
Net cash |
74% |
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling16 de septiembre de 2026 · Hold |
FY2025 |
| 58 |
MSA Safety
MSA · EE. UU.
|
$7.3B |
69/100
Sólida
|
44/100 |
14.7%low 2.6% |
10 yr+ |
0.3× |
45% |
MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy Ceiling17 de septiembre de 2026 · Hold |
FY2025 |
| 59 |
Acushnet Holdings Corp
GOLF · EE. UU.
|
$6.2B |
69/100
Sólida
|
— |
16.5%low 6.1% |
10 yr+ |
1.3× |
51% |
— |
FY2025 |
| 60 |
Ollie's Bargain Outlet Hldg
OLLI · EE. UU.
|
$4.4B |
69/100
Sólida
|
— |
12.7%low 7.5% |
10 yr+ |
0.2× |
39% |
— |
FY2026 |
| 61 |
Organon & Co
OGN · EE. UU.
|
$3.6B |
69/100
Sólida
|
— |
29.0%‡low 10.3% |
9 yr |
10.9× |
60% |
— |
FY2025 |
| 62 |
Tootsie Roll Industries Inc
TR · EE. UU.
|
$3.0B |
69/100
Sólida
|
— |
9.4%low 7.6% |
10 yr+ |
Net cash |
36% |
— |
FY2025 |
| 63 |
Valmont Industries Inc
VMI · EE. UU.
|
$9.4B |
68/100
Sólida
|
41/100 |
14.7%low 8.9% |
10 yr+ |
0.5× |
27% |
Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of Safety18 de septiembre de 2026 · Hold |
FY2025 |
| 64 |
AutoNation Inc
AN · EE. UU.
|
$7.1B |
68/100
Sólida
|
39/100 |
29.7%low 11.8% |
10 yr+ |
4.3× |
17% |
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety1 de septiembre de 2026 · Hold |
FY2025 |
| 65 |
Enersys
ENS · EE. UU.
|
$6.8B |
68/100
Sólida
|
— |
12.7%low 9.3% |
10 yr+ |
0.4× |
26% |
— |
FY2026 |
| 66 |
CarGurus
CARG · EE. UU.
|
$3.3B |
68/100
Sólida
|
— |
18.9%low 3.9% |
10 yr+ |
0.0× |
82% |
— |
FY2025 |
| 67 |
Sapiens International Corporation NV
SPNS · EE. UU.
|
$2.4B |
68/100
Sólida
|
— |
10.2%low 0.2% |
10 yr+ |
Net cash |
40% |
— |
FY2024 |
| 68 |
Weibo Corp
WB · EE. UU.
|
$2.0B |
68/100
Sólida
|
— |
15.4%low 2.6% |
10 yr+ |
Net cash |
80% |
— |
FY2025 |
| 69 |
Vail Resorts Inc
MTN · EE. UU.
|
$5.3B |
67/100
Sólida
|
— |
23.0%low 7.5% |
10 yr+ |
7.1× |
43% |
— |
FY2025 |
| 70 |
Group 1 Automotive Inc
GPI · EE. UU.
|
$3.4B |
67/100
Sólida
|
— |
19.7%low 11.6% |
10 yr+ |
2.1× |
16% |
— |
FY2025 |
| 71 |
McGrath RentCorp
MGRC · EE. UU.
|
$2.8B |
67/100
Sólida
|
— |
16.2%low 9.7% |
10 yr+ |
0.4× |
45% |
— |
FY2025 |
| 72 |
Patrick Industries Inc
PATK · EE. UU.
|
$2.7B |
67/100
Sólida
|
— |
21.9%low 11.4% |
10 yr+ |
1.4× |
20% |
— |
FY2025 |
| 73 |
Topbuild Corp
BLD · EE. UU.
|
$9.9B |
66/100
Sólida
|
— |
19.4%low 7.5% |
10 yr+ |
1.3× |
27% |
— |
FY2025 |
| 74 |
AAON Inc
AAON · EE. UU.
|
$7.3B |
66/100
Sólida
|
— |
19.4%low 12.0% |
10 yr+ |
0.5× |
29% |
— |
FY2025 |
| 75 |
Lamb Weston Holdings Inc
LW · EE. UU.
|
$7.2B |
66/100
Sólida
|
— |
44.7%low 15.9% |
10 yr+ |
2.1× |
24% |
— |
FY2026 |
| 76 |
Ingredion Incorporated
INGR · EE. UU.
|
$6.3B |
66/100
Sólida
|
— |
15.3%low 3.7% |
10 yr+ |
0.2× |
22% |
— |
FY2025 |
| 77 |
Timken Company
TKR · EE. UU.
|
$9.6B |
65/100
Sólida
|
38/100 |
14.8%low 9.1% |
10 yr+ |
0.6× |
36% |
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished8 de julio de 2026 · Hold |
FY2025 |
| 78 |
Oshkosh Corporation
OSK · EE. UU.
|
$8.8B |
65/100
Sólida
|
— |
12.7%low 5.5% |
10 yr+ |
0.2× |
16% |
— |
FY2025 |
| 79 |
Tetra Tech Inc
TTEK · EE. UU.
|
$8.5B |
65/100
Sólida
|
— |
16.2%low 9.6% |
10 yr+ |
0.5× |
16% |
— |
FY2025 |
| 80 |
Hess Midstream Partners LP
HESM · EE. UU.
|
$8.4B |
65/100
Sólida
|
— |
23.3%low 1.6% |
10 yr+ |
6.6× |
84% |
— |
FY2025 |
| 81 |
Eagle Materials Inc
EXP · EE. UU.
|
$6.3B |
65/100
Sólida
|
— |
24.2%low 5.7% |
10 yr+ |
1.0× |
27% |
— |
FY2026 |
| 82 |
Newmark Group Inc
NMRK · EE. UU.
|
$3.7B |
65/100
Sólida
|
— |
20.1%low 3.4% |
10 yr+ |
1.1× |
99% |
— |
FY2025 |
| 83 |
Centrus Energy Corp.
LEU · EE. UU.
|
$3.5B |
65/100
Sólida
|
42/100 |
60.0%‡low 60.0% |
6 yr |
Net cash |
25% |
Centrus Energy Zen Horizon Framework Deep-Dive Research6 de junio de 2026 · Watch |
FY2025 |