| 101 |
Teradyne Inc
TER · États-Unis
|
$58B |
73/100
Solide
|
46/100 |
23.3%low -2.4% |
9 yr |
0.0× |
58% |
Teradyne Deep Value Investment Analysis27 mai 2026 · Watch |
FY2025 |
| 102 |
Ulta Beauty Inc
ULTA · États-Unis
|
$22B |
73/100
Solide
|
41/100 |
40.6%low 8.8% |
10 yr+ |
0.6× |
37% |
Ulta Beauty: A Long-Term Value Investing Study29 mai 2026 · Watch |
FY2026 |
| 103 |
Dick’s Sporting Goods Inc
DKS · États-Unis
|
$18B |
73/100
Solide
|
44/100 |
28.1%low 14.9% |
10 yr+ |
1.2× |
33% |
DICK'S Sporting Goods: A 12.6% Core Margin, a Loss-Making Foot Locker, and 11.8 Times Earnings30 août 2026 · Watch |
FY2026 |
| 104 |
Fabrinet
FN · États-Unis
|
$16B |
73/100
Solide
|
46/100 |
14.2%low 11.2% |
10 yr+ |
Net cash |
12% |
Fabrinet Zen Horizon Framework Deep-Dive Research8 juin 2026 · Watch |
FY2025 |
| 105 |
Equity Lifestyle Properties Inc
ELS · États-Unis
|
$13B |
73/100
Solide
|
— |
19.5%low 16.0% |
10 yr+ |
1.9× |
46% |
— |
FY2025 |
| 106 |
Applied Industrial Technologies
AIT · États-Unis
|
$13B |
73/100
Solide
|
— |
16.5%low 2.9% |
10 yr+ |
0.1× |
29% |
— |
FY2025 |
| 107 |
Service Corporation International
SCI · États-Unis
|
$12B |
73/100
Solide
|
39/100 |
30.7%low 16.2% |
10 yr+ |
3.0× |
26% |
Service Corporation International: Cemetery Gross Profit Now Exceeds Funeral, but a 6.5% Owner-Earnings Yield Sits Only 1.8 Points Above Treasuries30 août 2026 · Hold |
FY2025 |
| 108 |
Encompass Health Corp
EHC · États-Unis
|
$11B |
73/100
Solide
|
37/100 |
23.2%low 17.9% |
10 yr+ |
1.1× |
74% |
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety25 août 2026 · Hold |
FY2025 |
| 109 |
Silicon Motion Technology
SIMO · États-Unis
|
$8.6B |
73/100
Solide
|
— |
17.3%low 7.2% |
10 yr+ |
Net cash |
48% |
— |
FY2025 |
| 110 |
Federal Signal Corporation
FSS · États-Unis
|
$7.6B |
73/100
Solide
|
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 septembre 2026 · Hold |
FY2025 |
| 111 |
Garrett Motion Inc
GTX · États-Unis
|
$5.8B |
73/100
Solide
|
— |
60.0%‡low 60.0% |
8 yr |
— |
25% |
— |
FY2025 |
| 112 |
EPAM Systems Inc
EPAM · États-Unis
|
$5.5B |
73/100
Solide
|
30/100 |
14.0%low 7.5% |
10 yr+ |
Net cash |
33% |
EPAM Systems: A Value Investing Deep Dive31 mai 2026 · Cautious Buy |
FY2025 |
| 113 |
M/I Homes Inc
MHO · États-Unis
|
$3.8B |
73/100
Solide
|
— |
16.1%low 8.7% |
10 yr+ |
0.1× |
23% |
— |
FY2025 |
| 114 |
IDT Corporation
IDT · États-Unis
|
$1.6B |
73/100
Solide
|
— |
21.3%low 0.6% |
10 yr+ |
Net cash |
23% |
— |
FY2025 |
| 115 |
InMode Ltd
INMD · États-Unis
|
$870M |
73/100
Solide
|
— |
29.9%low 3.8% |
10 yr+ |
Net cash |
83% |
— |
FY2025 |
| 116 |
CSX Corporation
CSX · États-Unis
|
$93B |
72/100
Solide
|
42/100 |
26.8%low 14.6% |
10 yr+ |
1.4× |
38% |
CSX Corporation: A Deep-Dive Value Investing Study22 mai 2026 · Watch |
FY2025 |
| 117 |
Waste Management Inc
WM · États-Unis
|
$91B |
72/100
Solide
|
44/100 |
28.1%low 20.1% |
10 yr+ |
2.3× |
28% |
WM: A Long-Term Owner's Perspective26 mai 2026 · Watch |
FY2025 |
| 118 |
Ross Stores Inc
ROST · États-Unis
|
$81B |
72/100
Solide
|
43/100 |
37.4%low 2.6% |
10 yr+ |
0.1× |
27% |
Ross Stores: A Long-Term Owner's Perspective23 mai 2026 · Watch |
FY2026 |
| 119 |
KDDI Corp PK
KDDIY · États-Unis
|
$65B |
72/100
Solide
|
36/100 |
14.1%low 12.1% |
10 yr+ |
0.8× |
44% |
KDDI From a Long-Term Owner's Perspective3 juin 2026 · Watch |
FY2026 |
| 120 |
Keysight Technologies Inc
KEYS · États-Unis
|
$55B |
72/100
Solide
|
49/100 |
17.3%low 4.4% |
10 yr+ |
0.2× |
60% |
Keysight Technologies Investment Value Deep-Dive27 mai 2026 · Watch |
FY2025 |
| 121 |
Autodesk Inc
ADSK · États-Unis
|
$49B |
72/100
Solide
|
52/100 |
32.5%low -79.0% |
7 yr |
0.0× |
89% |
Autodesk: A Deep Value Investment Analysis21 mai 2026 · Watch |
FY2026 |
| 122 |
CBRE Group Inc Class A
CBRE · États-Unis
|
$43B |
72/100
Solide
|
44/100 |
16.5%low 10.6% |
10 yr+ |
0.9× |
21% |
CBRE Group: An In-Depth Value Investing Analysis24 mai 2026 · Watch |
FY2025 |
| 123 |
JB Hunt Transport Services Inc
JBHT · États-Unis
|
$26B |
72/100
Solide
|
40/100 |
23.3%low 14.2% |
10 yr+ |
0.5× |
16% |
J.B. Hunt Deep Value Investment Research29 mai 2026 · Watch |
FY2025 |
| 124 |
ITT Inc
ITT · États-Unis
|
$18B |
72/100
Solide
|
41/100 |
13.5%low 3.4% |
10 yr+ |
Net cash |
33% |
ITT Inc.: SPX FLOW Adds 1.2x ITT's Pre-Deal Revenue and 15.25% More Shares, but 197.99 USD Sits 20% Above the 165 USD Conservative Value16 septembre 2026 · Hold |
FY2025 |
| 125 |
Mueller Industries Inc
MLI · États-Unis
|
$15B |
72/100
Solide
|
37/100 |
23.4%low 11.1% |
10 yr+ |
Net cash |
21% |
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value31 août 2026 · Hold |
FY2025 |
| 126 |
Nova Ltd
NVMI · États-Unis
|
$12B |
72/100
Solide
|
51/100 |
17.1%low 5.5% |
10 yr+ |
Net cash |
56% |
Nova: Record Q2 Revenue of $255 Million and 26% Guided Growth, but 45x Trailing GAAP Earnings Leave No Margin of Safety25 août 2026 · Hold |
FY2025 |
| 127 |
Balchem Corporation
BCPC · États-Unis
|
$5.4B |
72/100
Solide
|
— |
11.4%low 10.2% |
10 yr+ |
0.1× |
32% |
— |
FY2025 |
| 128 |
Kontoor Brands Inc
KTB · États-Unis
|
$4.6B |
72/100
Solide
|
— |
47.1%low 8.6% |
10 yr+ |
2.1× |
42% |
— |
FY2025 |
| 129 |
FTI Consulting Inc
FCN · États-Unis
|
$4.4B |
72/100
Solide
|
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 août 2026 · Hold |
FY2025 |
| 130 |
Dorman Products Inc
DORM · États-Unis
|
$4.0B |
72/100
Solide
|
— |
14.1%low 10.8% |
10 yr+ |
0.4× |
37% |
— |
FY2025 |
| 131 |
Vita Coco Company Inc
COCO · États-Unis
|
$3.8B |
72/100
Solide
|
— |
18.8%low 5.5% |
7 yr |
Net cash |
33% |
— |
FY2025 |
| 132 |
Wingstop Inc
WING · États-Unis
|
$3.5B |
72/100
Solide
|
— |
52.4%‡low 36.4% |
10 yr+ |
— |
55% |
— |
FY2025 |
| 133 |
Maximus Inc
MMS · États-Unis
|
$3.2B |
72/100
Solide
|
— |
18.1%low 9.7% |
10 yr+ |
0.7× |
22% |
— |
FY2025 |
| 134 |
Alarm.com Holdings Inc
ALRM · États-Unis
|
$2.7B |
72/100
Solide
|
— |
12.0%low 5.3% |
10 yr+ |
0.2× |
63% |
— |
FY2025 |
| 135 |
Global Industrial Co
GIC · États-Unis
|
$1.4B |
72/100
Solide
|
— |
32.1%low -15.2% |
9 yr |
0.1× |
33% |
— |
FY2025 |
| 136 |
Merck & Company Inc
MRK · États-Unis
|
$307B |
71/100
Solide
|
46/100 |
24.4%low 1.0% |
10 yr+ |
0.7× |
70% |
Merck & Co.: KEYTRUDA and QLEX Generated 50.4% of Second-Quarter Revenue While Subcutaneous Sales Rose to 463 Million Dollars Before the 2028 Patent Cliff5 août 2026 · Hold |
FY2025 |
| 137 |
International Business Machines
IBM · États-Unis
|
$211B |
71/100
Solide
|
46/100 |
34.1%low 7.5% |
10 yr+ |
1.6× |
52% |
IBM Long-Term Owner's Perspective Research25 mai 2026 · Watch |
FY2025 |
| 138 |
Abbott Laboratories
ABT · États-Unis
|
$183B |
71/100
Solide
|
47/100 |
13.6%low 1.5% |
10 yr+ |
0.1× |
52% |
Abbott Laboratories Long-Term Value Investment Research21 mai 2026 · Watch |
FY2025 |
| 139 |
Blackstone Group Inc
BX · États-Unis
|
$159B |
71/100
Solide
|
52/100 |
27.9%low 15.7% |
10 yr+ |
1.2× |
96% |
Blackstone: A Deep Value Investment Analysis24 mai 2026 · Watch |
FY2025 |
| 140 |
CME Group Inc
CME · États-Unis
|
$96B |
71/100
Solide
|
47/100 |
10.8%low 7.5% |
10 yr+ |
Net cash |
84% |
CME Group Long-Term Value Investment Analysis24 mai 2026 · Watch |
FY2025 |
| 141 |
Elevance Health Inc
ELV · États-Unis
|
$82B |
71/100
Solide
|
39/100 |
14.2%low 9.8% |
10 yr+ |
0.5× |
24% |
— |
FY2025 |
| 142 |
United Rentals Inc
URI · États-Unis
|
$67B |
71/100
Solide
|
45/100 |
30.1%low 19.6% |
10 yr+ |
1.8× |
37% |
United Rentals: A Deep Value Investment Study27 mai 2026 · Watch |
FY2025 |
| 143 |
Sysco Corporation
SYY · États-Unis
|
$41B |
71/100
Solide
|
37/100 |
48.5%low 18.6% |
10 yr+ |
7.3× |
18% |
— |
FY2025 |
| 144 |
Restaurant Brands International Inc
QSR · États-Unis
|
$34B |
71/100
Solide
|
42/100 |
30.1%low 12.3% |
10 yr+ |
4.5× |
44% |
Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.5725 août 2026 · Hold |
FY2025 |
| 145 |
PulteGroup Inc
PHM · États-Unis
|
$24B |
71/100
Solide
|
39/100 |
21.1%low 10.8% |
10 yr+ |
0.0× |
23% |
PulteGroup Value Investing Research Report29 mai 2026 · Watch |
FY2025 |
| 146 |
Genmab AS
GMAB · États-Unis
|
$18B |
71/100
Solide
|
— |
18.6%low 13.3% |
10 yr+ |
0.6× |
99% |
— |
FY2025 |
| 147 |
Lamar Advertising Company
LAMR · États-Unis
|
$16B |
71/100
Solide
|
44/100 |
33.7%low 20.2% |
10 yr+ |
6.0× |
63% |
Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety27 août 2026 · Hold |
FY2025 |
| 148 |
IES Holdings Inc
IESC · États-Unis
|
$15B |
71/100
Solide
|
48/100 |
20.4%low -6.4% |
7 yr |
Net cash |
19% |
IES Holdings: Backlog Nearly Doubled to $4.5 Billion While 38% Sits Outside Enforceable RPO, and at $768.43 the Shares Run 79% to 102% Above Conservative Fair Value7 août 2026 · Watch |
FY2025 |
| 149 |
Carlisle Companies Incorporated
CSL · États-Unis
|
$14B |
71/100
Solide
|
38/100 |
24.7%low 10.1% |
10 yr+ |
1.0× |
32% |
Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin6 août 2026 · Hold |
FY2025 |
| 150 |
Toll Brothers Inc
TOL · États-Unis
|
$14B |
71/100
Solide
|
37/100 |
15.1%low 9.0% |
10 yr+ |
0.2× |
23% |
Recherche approfondie sur Toll Brothers15 juin 2026 · Conserver |
FY2025 |
| 151 |
Paylocity Holding Corporation
PCTY · États-Unis
|
$7.4B |
71/100
Solide
|
— |
13.8%low -3.2% |
9 yr |
Net cash |
65% |
— |
FY2025 |
| 152 |
Credit Acceptance Corporation
CACC · États-Unis
|
$6.0B |
71/100
Solide
|
— |
27.8%low 14.2% |
10 yr+ |
3.8× |
78% |
— |
FY2025 |
| 153 |
Patria Investments Ltd
PAX · États-Unis
|
$1.7B |
71/100
Solide
|
— |
33.7%low 14.0% |
8 yr |
0.2× |
83% |
— |
FY2025 |
| 154 |
Cricut Inc
CRCT · États-Unis
|
$984M |
71/100
Solide
|
— |
25.3%low 9.0% |
8 yr |
Net cash |
40% |
— |
FY2025 |
| 155 |
Embecta Corp
EMBC · États-Unis
|
$216M |
71/100
Solide
|
— |
50.5%‡low 26.0% |
7 yr |
— |
68% |
— |
FY2025 |
| 156 |
Booking Holdings Inc
BKNG · États-Unis
|
$149B |
70/100
Solide
|
44/100 |
32.6%low 1.2% |
10 yr+ |
— |
99% |
Booking Holdings: A Deep Value Investing Analysis21 mai 2026 · Cautious Buy |
FY2025 |
| 157 |
Starbucks Corporation
SBUX · États-Unis
|
$120B |
70/100
Solide
|
40/100 |
45.0%‡low 12.5% |
10 yr+ |
— |
27% |
Starbucks Corporation: A Long-Term Owner's Perspective23 mai 2026 · Watch |
FY2025 |
| 158 |
Comcast Corp
CMCSA · États-Unis
|
$85B |
70/100
Solide
|
42/100 |
17.2%low 6.6% |
10 yr+ |
1.0× |
69% |
Comcast: A Deep Value-Investing Analysis21 mai 2026 · Cautious Buy |
FY2025 |
| 159 |
Kroger Company
KR · États-Unis
|
$37B |
70/100
Solide
|
39/100 |
25.1%low 17.1% |
10 yr+ |
3.4× |
22% |
Kroger Deep Value Investment Research27 mai 2026 · Watch |
FY2026 |
| 160 |
Freedom Holding Corp
FRHC · États-Unis
|
$9.6B |
70/100
Solide
|
— |
23.5%low 6.1% |
10 yr+ |
Net cash |
76% |
— |
FY2026 |
| 161 |
AptarGroup Inc
ATR · États-Unis
|
$8.5B |
70/100
Solide
|
38/100 |
14.1%low 11.6% |
10 yr+ |
0.4× |
35% |
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion26 août 2026 · Hold |
FY2025 |
| 162 |
Descartes Systems Group Inc
DSGX · États-Unis
|
$6.4B |
70/100
Solide
|
— |
7.5%low 4.5% |
10 yr+ |
Net cash |
74% |
— |
FY2026 |
| 163 |
Grupo Aeroportuario del Centro Norte SAB de CV
OMAB · États-Unis
|
$5.2B |
70/100
Solide
|
— |
35.5%low 10.3% |
10 yr+ |
0.9× |
62% |
— |
FY2025 |
| 164 |
Science Applications International Corporation Common Stock
SAIC · États-Unis
|
$5.0B |
70/100
Solide
|
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 août 2026 · Hold |
FY2026 |
| 165 |
Asbury Automotive Group Inc
ABG · États-Unis
|
$4.3B |
70/100
Solide
|
— |
29.0%low 12.3% |
10 yr+ |
1.6× |
17% |
— |
FY2025 |
| 166 |
Korn Ferry
KFY · États-Unis
|
$4.2B |
70/100
Solide
|
— |
11.5%low 7.8% |
10 yr+ |
Net cash |
78% |
— |
FY2026 |
| 167 |
Universal Display
OLED · États-Unis
|
$3.7B |
70/100
Solide
|
— |
14.0%low 8.5% |
10 yr+ |
Net cash |
80% |
— |
FY2025 |
| 168 |
PC Connection Inc
CNXN · États-Unis
|
$2.1B |
70/100
Solide
|
— |
10.8%low 8.8% |
10 yr+ |
Net cash |
16% |
— |
FY2025 |
| 169 |
Innoviva Inc
INVA · États-Unis
|
$1.5B |
70/100
Solide
|
— |
37.3%low 3.4% |
10 yr+ |
Net cash |
84% |
— |
FY2025 |
| 170 |
Walmart Inc.
WMT · États-Unis
|
$885B |
69/100
Solide
|
46/100 |
16.0%low 8.4% |
10 yr+ |
0.6× |
25% |
Walmart Research from a Long-Term Owner's Perspective23 mai 2026 · Watch |
FY2026 |
| 171 |
Thermo Fisher Scientific Inc
TMO · États-Unis
|
$213B |
69/100
Solide
|
47/100 |
13.3%low 8.8% |
10 yr+ |
0.5× |
44% |
Thermo Fisher: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 172 |
Eaton Corporation PLC
ETN · États-Unis
|
$150B |
69/100
Solide
|
46/100 |
15.3%low 9.4% |
10 yr+ |
0.5× |
40% |
Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of Safety5 août 2026 · Hold |
FY2025 |
| 173 |
United Parcel Service Inc
UPS · États-Unis
|
$89B |
69/100
Solide
|
38/100 |
52.6%low 34.3% |
10 yr+ |
1.6× |
18% |
— |
FY2025 |
| 174 |
Woodward Inc
WWD · États-Unis
|
$21B |
69/100
Solide
|
30/100 |
13.2%low 9.0% |
10 yr+ |
0.2× |
25% |
Woodward: A Long-Term Owner's Perspective3 juin 2026 · Watch |
FY2025 |
| 175 |
Stifel Financial Corporation
SF · États-Unis
|
$13B |
69/100
Solide
|
— |
10.9%low 3.0% |
10 yr+ |
Net cash |
93% |
— |
FY2025 |
| 176 |
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 : l'économie du bundle à pleine valeur17 juin 2026 · Conserver |
FY2025 |
| 177 |
Janus Henderson Group PLC
JHG · États-Unis
|
$8.0B |
69/100
Solide
|
— |
11.4%low 8.6% |
10 yr+ |
Net cash |
70% |
— |
FY2025 |
| 178 |
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 |
| 179 |
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 |
| 180 |
Acushnet Holdings Corp
GOLF · États-Unis
|
$6.2B |
69/100
Solide
|
— |
16.5%low 6.1% |
10 yr+ |
1.3× |
51% |
— |
FY2025 |
| 181 |
Ollie's Bargain Outlet Hldg
OLLI · États-Unis
|
$4.4B |
69/100
Solide
|
— |
12.7%low 7.5% |
10 yr+ |
0.2× |
39% |
— |
FY2026 |
| 182 |
Organon & Co
OGN · États-Unis
|
$3.6B |
69/100
Solide
|
— |
29.0%‡low 10.3% |
9 yr |
10.9× |
60% |
— |
FY2025 |
| 183 |
Tootsie Roll Industries Inc
TR · États-Unis
|
$3.0B |
69/100
Solide
|
— |
9.4%low 7.6% |
10 yr+ |
Net cash |
36% |
— |
FY2025 |
| 184 |
CRA International Inc
CRAI · États-Unis
|
$1.2B |
69/100
Solide
|
— |
15.0%low 3.7% |
10 yr+ |
0.5× |
29% |
— |
FY2025 |
| 185 |
Consensus Cloud Solutions Inc
CCSI · États-Unis
|
$670M |
69/100
Solide
|
— |
30.0%‡low 21.0% |
8 yr |
36.7× |
82% |
— |
FY2025 |
| 186 |
Morgan Stanley
MS · États-Unis
|
$331B |
68/100
Solide
|
46/100 |
11.1%low 7.9% |
10 yr+ |
Net cash |
77% |
Morgan Stanley Deep Value Investment Research Report25 mai 2026 · Watch |
FY2025 |
| 187 |
Charles Schwab Corp
SCHW · États-Unis
|
$183B |
68/100
Solide
|
44/100 |
13.7%low 5.9% |
10 yr+ |
Net cash |
90% |
Charles Schwab: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 188 |
Norfolk Southern Corporation
NSC · États-Unis
|
$75B |
68/100
Solide
|
32/100 |
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern: A Deep Value Investment Analysis26 mai 2026 · Watch |
FY2025 |
| 189 |
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 |
| 190 |
PJT Partners Inc
PJT · États-Unis
|
$11B |
68/100
Solide
|
— |
42.1%low -7.7% |
8 yr |
Net cash |
30% |
— |
FY2025 |
| 191 |
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 |
| 192 |
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 |
| 193 |
Enersys
ENS · États-Unis
|
$6.8B |
68/100
Solide
|
— |
12.7%low 9.3% |
10 yr+ |
0.4× |
26% |
— |
FY2026 |
| 194 |
CarGurus
CARG · États-Unis
|
$3.3B |
68/100
Solide
|
— |
18.9%low 3.9% |
10 yr+ |
0.0× |
82% |
— |
FY2025 |
| 195 |
Sapiens International Corporation NV
SPNS · États-Unis
|
$2.4B |
68/100
Solide
|
— |
10.2%low 0.2% |
10 yr+ |
Net cash |
40% |
— |
FY2024 |
| 196 |
Weibo Corp
WB · États-Unis
|
$2.0B |
68/100
Solide
|
— |
15.4%low 2.6% |
10 yr+ |
Net cash |
80% |
— |
FY2025 |
| 197 |
360 Finance Inc
QFIN · États-Unis
|
$1.7B |
68/100
Solide
|
— |
27.8%low 19.5% |
9 yr |
Net cash |
1% |
— |
FY2025 |
| 198 |
Ennis Inc
EBF · États-Unis
|
$546M |
68/100
Solide
|
— |
11.0%low 0.7% |
10 yr+ |
Net cash |
30% |
— |
FY2026 |
| 199 |
Amgen Inc
AMGN · États-Unis
|
$208B |
67/100
Solide
|
43/100 |
51.4%low 7.8% |
10 yr+ |
5.3× |
76% |
Amgen Inc. Deep-Dive Value Investing Analysis21 mai 2026 · Watch |
FY2025 |
| 200 |
The TJX Companies Inc
TJX · États-Unis
|
$174B |
67/100
Solide
|
43/100 |
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2026 |