| 101 |
Woodward Inc
WWD · États-Unis
|
$21B |
69/100
Solide
|
30/100 |
13.2%low 9.0% |
10 yr+ |
0.2× |
25% |
Woodward 长期所有者视角研究3 juin 2026 · 观察 |
FY2025 |
| 102 |
New York Times Company
NYT · États-Unis
|
$12B |
69/100
Solide
|
50/100 |
10.6%low 0.5% |
10 yr+ |
Net cash |
51% |
The New York Times: Bundle Economics at Full Value17 juin 2026 · Hold |
FY2025 |
| 103 |
InterDigital Inc
IDCC · États-Unis
|
$7.9B |
69/100
Solide
|
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 septembre 2026 · Hold |
FY2025 |
| 104 |
MSA Safety
MSA · États-Unis
|
$7.3B |
69/100
Solide
|
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 septembre 2026 · Hold |
FY2025 |
| 105 |
Morgan Stanley
MS · États-Unis
|
$331B |
68/100
Solide
|
46/100 |
11.1%low 7.9% |
10 yr+ |
Net cash |
77% |
Morgan Stanley 深度价值投资研究报告25 mai 2026 · 观察 |
FY2025 |
| 106 |
Charles Schwab Corp
SCHW · États-Unis
|
$183B |
68/100
Solide
|
44/100 |
13.7%low 5.9% |
10 yr+ |
Net cash |
90% |
Charles Schwab 长期所有者视角研究25 mai 2026 · 观察 |
FY2025 |
| 107 |
Norfolk Southern Corporation
NSC · États-Unis
|
$75B |
68/100
Solide
|
32/100 |
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern 深度价值投资分析26 mai 2026 · 观察 |
FY2025 |
| 108 |
Wise Group plc Class A Ordinary Shares
WSE · États-Unis
|
$12B |
68/100
Solide
|
52/100 |
16.5%low 5.8% |
10 yr+ |
Net cash |
66% |
Wise: A Record-Low 50-Basis-Point Take Rate Still Drives 26% Volume Growth, but a Quarter of Net Revenue Is Interest and $13.04 Has No Margin of Safety31 août 2026 · Hold |
FY2026 |
| 109 |
Valmont Industries Inc
VMI · États-Unis
|
$9.4B |
68/100
Solide
|
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 septembre 2026 · Hold |
FY2025 |
| 110 |
AutoNation Inc
AN · États-Unis
|
$7.1B |
68/100
Solide
|
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 septembre 2026 · Hold |
FY2025 |
| 111 |
Amgen Inc
AMGN · États-Unis
|
$208B |
67/100
Solide
|
43/100 |
51.4%low 7.8% |
10 yr+ |
5.3× |
76% |
Amgen Inc. 深度价值投资分析21 mai 2026 · 观察 |
FY2025 |
| 112 |
The TJX Companies Inc
TJX · États-Unis
|
$174B |
67/100
Solide
|
43/100 |
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX 长期所有者视角研究25 mai 2026 · 观察 |
FY2026 |
| 113 |
Gilead Sciences Inc
GILD · États-Unis
|
$162B |
67/100
Solide
|
47/100 |
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences 深度价值投资研究22 mai 2026 · 观察 |
FY2025 |
| 114 |
Republic Services Inc
RSG · États-Unis
|
$65B |
67/100
Solide
|
45/100 |
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services 深度价值研究26 mai 2026 · 观察 |
FY2025 |
| 115 |
State Street Corp
STT · États-Unis
|
$51B |
67/100
Solide
|
42/100 |
9.9%low 8.2% |
10 yr+ |
Net cash |
84% |
State Street Corporation 深度价值投资研究27 mai 2026 · 观察 |
FY2025 |
| 116 |
Cboe Global Markets Inc
CBOE · États-Unis
|
$32B |
67/100
Solide
|
47/100 |
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets 深度价值投资分析24 mai 2026 · 观察 |
FY2025 |
| 117 |
Principal Financial Group Inc
PFG · États-Unis
|
$24B |
67/100
Solide
|
41/100 |
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group 长期企业所有者视角研究29 mai 2026 · 观察 |
FY2025 |
| 118 |
Super Micro Computer Inc
SMCI · États-Unis
|
$18B |
67/100
Solide
|
42/100 |
15.8%low 5.5% |
10 yr+ |
Net cash |
15% |
Super Micro Computer 横纵研究:AI 服务器高弹性与治理折价并存28 mai 2026 · 观察 |
FY2025 |
| 119 |
Gaming & Leisure Properties
GLPI · États-Unis
|
$13B |
67/100
Solide
|
37/100 |
16.9%low 11.9% |
10 yr+ |
1.6× |
87% |
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent14 septembre 2026 · Hold |
FY2025 |
| 120 |
PACCAR Inc
PCAR · États-Unis
|
$70B |
66/100
Solide
|
40/100 |
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
PACCAR Inc 价值投资深度研究22 mai 2026 · 观察 |
FY2025 |
| 121 |
Cencora Inc.
COR · États-Unis
|
$61B |
66/100
Solide
|
42/100 |
50.8%low 20.1% |
5 yr |
4.2× |
3% |
Cencora 深度价值投资分析27 mai 2026 · 观察 |
FY2025 |
| 122 |
Roper Technologies Inc
ROP · États-Unis
|
$39B |
66/100
Solide
|
48/100 |
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies 长期所有者视角研究23 mai 2026 · 谨慎买入 |
FY2025 |
| 123 |
Caseys General Stores Inc
CASY · États-Unis
|
$32B |
66/100
Solide
|
42/100 |
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores 深度价值投资分析24 mai 2026 · 观察 |
FY2026 |
| 124 |
VeriSign Inc
VRSN · États-Unis
|
$26B |
66/100
Solide
|
47/100 |
— |
10 yr+ |
— |
86% |
VeriSign 长期所有者视角研究28 mai 2026 · 观察 |
FY2025 |
| 125 |
Sterling Infrastructure, Inc.
STRL · États-Unis
|
$18B |
66/100
Solide
|
44/100 |
16.9%low -8.6% |
9 yr |
Net cash |
14% |
Sterling Infrastructure: A 49% Organic Quarter, a 50% Drawdown, and Still 25 Times 2026 Earnings27 août 2026 · Hold |
FY2025 |
| 126 |
Gartner Inc
IT · États-Unis
|
$10B |
66/100
Solide
|
49/100 |
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner 长期价值投资研究31 mai 2026 · 谨慎买入 |
FY2025 |
| 127 |
Oracle Corporation
ORCL · États-Unis
|
$374B |
65/100
Solide
|
52/100 |
46.3%low 7.8% |
10 yr+ |
2.9× |
76% |
Oracle Corporation28 juillet 2026 · Hold |
FY2026 |
| 128 |
McKesson Corporation
MCK · États-Unis
|
$101B |
65/100
Solide
|
44/100 |
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson 长期所有者视角研究26 mai 2026 · 观察 |
FY2026 |
| 129 |
NXP Semiconductors NV
NXPI · États-Unis
|
$58B |
65/100
Solide
|
45/100 |
18.8%low 0.6% |
10 yr+ |
0.9× |
53% |
NXP Semiconductors NV 长期企业所有者视角深度研究22 mai 2026 · 观察 |
FY2025 |
| 130 |
Coca-Cola European Partners PLC
CCEP · États-Unis
|
$48B |
65/100
Solide
|
43/100 |
15.5%low 8.3% |
10 yr+ |
1.2× |
37% |
Coca-Cola Europacific Partners 深度价值投资分析21 mai 2026 · 观察 |
FY2025 |
| 131 |
Reliance Steel & Aluminum Co
RS · États-Unis
|
$21B |
65/100
Solide
|
37/100 |
14.4%low 7.2% |
10 yr+ |
0.2× |
28% |
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band30 août 2026 · Hold |
FY2025 |
| 132 |
Timken Company
TKR · États-Unis
|
$9.6B |
65/100
Solide
|
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 juillet 2026 · Hold |
FY2025 |
| 133 |
Centrus Energy Corp.
LEU · États-Unis
|
$3.5B |
65/100
Solide
|
42/100 |
60.0%‡low 60.0% |
6 yr |
Net cash |
25% |
Centrus Energy 横纵框架深度研究6 juin 2026 · 观察 |
FY2025 |