| 201 |
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 |
| 202 |
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 |
| 203 |
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 |
| 204 |
Solventum Corp.
SOLV · États-Unis
|
$15B |
71/100
Solide
|
39/100 |
16.4%low 11.4% |
6 yr |
0.8× |
57% |
Solventum Deep Value Investment Research30 mai 2026 · Watch |
FY2025 |
| 205 |
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 |
| 206 |
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 |
| 207 |
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 |
| 208 |
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 |
| 209 |
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 |
| 210 |
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 |
| 211 |
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 |
| 212 |
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 |
| 213 |
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 |
| 214 |
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 |
| 215 |
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 |
| 216 |
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 |
| 217 |
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 |
| 218 |
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 |
| 219 |
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 |
| 220 |
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 |
| 221 |
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 |
| 222 |
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 |
| 223 |
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 |
| 224 |
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 |
| 225 |
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 |
| 226 |
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 |
| 227 |
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 |
| 228 |
Gilead Sciences Inc
GILD · États-Unis
|
$162B |
67/100
Solide
|
47/100 |
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences In-Depth Value Investment Research22 mai 2026 · Watch |
FY2025 |
| 229 |
Republic Services Inc
RSG · États-Unis
|
$65B |
67/100
Solide
|
45/100 |
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services: An In-Depth Value Study26 mai 2026 · Watch |
FY2025 |
| 230 |
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: In-Depth Value Investing Research27 mai 2026 · Watch |
FY2025 |
| 231 |
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 In-Depth Value Investment Analysis24 mai 2026 · Watch |
FY2025 |
| 232 |
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: A Long-Term Business Owner's Perspective29 mai 2026 · Watch |
FY2025 |
| 233 |
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, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount28 mai 2026 · Watch |
FY2025 |
| 234 |
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 |
| 235 |
PACCAR Inc
PCAR · États-Unis
|
$70B |
66/100
Solide
|
40/100 |
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR Inc22 mai 2026 · Watch |
FY2025 |
| 236 |
Cencora Inc.
COR · États-Unis
|
$61B |
66/100
Solide
|
42/100 |
50.8%low 20.1% |
5 yr |
4.2× |
3% |
Cencora Deep-Dive Value Investment Analysis27 mai 2026 · Watch |
FY2025 |
| 237 |
Roper Technologies Inc
ROP · États-Unis
|
$39B |
66/100
Solide
|
48/100 |
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies Research from a Long-Term Owner's Perspective23 mai 2026 · Cautious Buy |
FY2025 |
| 238 |
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 In-Depth Value Investing Analysis24 mai 2026 · Watch |
FY2026 |
| 239 |
VeriSign Inc
VRSN · États-Unis
|
$26B |
66/100
Solide
|
47/100 |
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's Perspective28 mai 2026 · Watch |
FY2025 |
| 240 |
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 |
| 241 |
Gartner Inc
IT · États-Unis
|
$10B |
66/100
Solide
|
49/100 |
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment Research31 mai 2026 · Cautious Buy |
FY2025 |
| 242 |
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 |
| 243 |
McKesson Corporation
MCK · États-Unis
|
$101B |
65/100
Solide
|
44/100 |
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson: A Long-Term Owner's Perspective26 mai 2026 · Watch |
FY2026 |
| 244 |
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: A Deep Dive Through the Lens of a Long-Term Business Owner22 mai 2026 · Watch |
FY2025 |
| 245 |
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: A Deep Value Investing Analysis21 mai 2026 · Watch |
FY2025 |
| 246 |
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 |
| 247 |
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 |
| 248 |
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 Zen Horizon Framework Deep-Dive Research6 juin 2026 · Watch |
FY2025 |
| 249 |
AstraZeneca PLC
AZN · États-Unis
|
$279B |
64/100
Moyen
|
51/100 |
15.4%low 0.3% |
10 yr+ |
0.5× |
78% |
AstraZeneca : une analyse approfondie15 juin 2026 · Conserver |
FY2025 |
| 250 |
Deere & Company
DE · États-Unis
|
$160B |
64/100
Moyen
|
43/100 |
28.1%low 19.4% |
10 yr+ |
2.1× |
32% |
Deere & Company: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 251 |
Salesforce.com Inc
CRM · États-Unis
|
$154B |
64/100
Moyen
|
51/100 |
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 Safety1 août 2026 · Hold |
FY2026 |
| 252 |
Steel Dynamics Inc
STLD · États-Unis
|
$36B |
64/100
Moyen
|
42/100 |
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 Compounder27 mai 2026 · Watch |
FY2025 |
| 253 |
Textron Inc
TXT · États-Unis
|
$15B |
64/100
Moyen
|
40/100 |
12.6%low 5.3% |
10 yr+ |
0.3× |
17% |
Textron Deep Value Investment Research30 mai 2026 · Watch |
FY2025 |
| 254 |
Leidos Holdings Inc
LDOS · États-Unis
|
$15B |
64/100
Moyen
|
43/100 |
16.8%low 4.7% |
10 yr+ |
1.0× |
15% |
Leidos Holdings Deep Value Investment Research30 mai 2026 · Watch |
FY2025 |
| 255 |
Zebra Technologies Corporation
ZBRA · États-Unis
|
$14B |
64/100
Moyen
|
46/100 |
15.1%low -17.3% |
9 yr |
0.8× |
46% |
Long-Term Value Investment Research on Zebra Technologies31 mai 2026 · Watch |
FY2025 |
| 256 |
Exelixis Inc
EXEL · États-Unis
|
$13B |
64/100
Moyen
|
47/100 |
14.0%low -78.6% |
9 yr |
Net cash |
96% |
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second Act16 juillet 2026 · Hold |
FY2025 |
| 257 |
CACI International Inc
CACI · États-Unis
|
$11B |
64/100
Moyen
|
43/100 |
12.1%low 8.9% |
10 yr+ |
0.8× |
8% |
CACI International: Fiscal 2026 Revenue Grew 7.2% Organically With Technology at 58.4% of Mix, and 606.85 USD Sits 6% Above the 570 USD Conservative Ceiling10 septembre 2026 · Hold |
FY2025 |
| 258 |
Broadcom Inc
AVGO · États-Unis
|
$1.9T |
63/100
Moyen
|
56/100 |
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% Treasuries1 août 2026 · Hold |
FY2025 |
| 259 |
Siemens AG ADR
SIEGY · États-Unis
|
$249B |
63/100
Moyen
|
48/100 |
13.4%low 7.6% |
10 yr+ |
0.6× |
35% |
Siemens AG (SIE.XETRA) Zen Horizon Research Report9 juin 2026 · Watch |
FY2025 |
| 260 |
Mondelez International Inc
MDLZ · États-Unis
|
$80B |
63/100
Moyen
|
42/100 |
12.7%low 6.5% |
10 yr+ |
0.8× |
38% |
MDLZ: Investment Research Through a Long-Term Business Owner's Lens22 mai 2026 · Watch |
FY2025 |
| 261 |
STERIS plc
STE · États-Unis
|
$22B |
63/100
Moyen
|
43/100 |
7.6%low 1.8% |
10 yr+ |
0.2× |
43% |
STERIS plc: A Long-Term Owner's Perspective29 mai 2026 · Watch |
FY2026 |
| 262 |
Intercontinental Exchange Inc
ICE · États-Unis
|
$86B |
62/100
Moyen
|
49/100 |
11.2%low 6.4% |
10 yr+ |
0.6× |
56% |
Intercontinental Exchange from a Long-Term Business Owner's Perspective26 mai 2026 · Watch |
FY2025 |
| 263 |
Ciena Corp
CIEN · États-Unis
|
$53B |
62/100
Moyen
|
43/100 |
11.5%low -17.9% |
7 yr |
0.1× |
44% |
Ciena: A Long-Term Value Investing Analysis24 mai 2026 · Watch |
FY2025 |
| 264 |
Jabil Circuit Inc
JBL · États-Unis
|
$33B |
62/100
Moyen
|
39/100 |
24.4%low 3.0% |
10 yr+ |
0.9× |
8% |
Jabil Inc.: An In-Depth Value Investing Analysis27 mai 2026 · Watch |
FY2025 |
| 265 |
DaVita HealthCare Partners Inc
DVA · États-Unis
|
$15B |
62/100
Moyen
|
41/100 |
27.6%low 3.2% |
10 yr+ |
10.4× |
29% |
DaVita In-Depth Value Investing Research30 mai 2026 · Watch |
FY2025 |
| 266 |
ServiceNow Inc
NOW · États-Unis
|
$115B |
61/100
Moyen
|
51/100 |
-4.1%low -116.8% |
7 yr |
Net cash |
77% |
ServiceNow: A Value Investing Study25 mai 2026 · Watch |
FY2025 |
| 267 |
TE Connectivity Ltd
TEL · États-Unis
|
$60B |
61/100
Moyen
|
47/100 |
18.1%low -2.6% |
5 yr |
0.4× |
32% |
TE Connectivity Deep Value Investment Analysis27 mai 2026 · Watch |
FY2025 |
| 268 |
Celestica Inc.
CLS · États-Unis
|
$39B |
61/100
Moyen
|
49/100 |
12.8%low 4.3% |
10 yr+ |
0.1× |
8% |
Celestica Inc. Deep-Dive Research12 juin 2026 · Hold |
FY2025 |
| 269 |
MYR Group Inc
MYRG · États-Unis
|
$5.2B |
61/100
Moyen
|
44/100 |
11.7%low 5.0% |
10 yr+ |
Net cash |
11% |
MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings8 août 2026 · Hold |
FY2025 |
| 270 |
Caterpillar Inc
CAT · États-Unis
|
$375B |
60/100
Moyen
|
46/100 |
34.1%low -0.5% |
9 yr |
1.6× |
31% |
Caterpillar Long-Term Value Investment Analysis24 mai 2026 · Watch |
FY2025 |
| 271 |
Flex Ltd
FLEX · États-Unis
|
$42B |
60/100
Moyen
|
40/100 |
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 Rerating22 juillet 2026 · Hold |
FY2026 |
| 272 |
Arm Holdings plc American Depositary Shares
ARM · États-Unis
|
$256B |
59/100
Moyen
|
55/100 |
11.3%low 5.8% |
6 yr |
Net cash |
92% |
Arm Holdings: A Deep-Dive Value Analysis21 mai 2026 · Watch |
FY2026 |
| 273 |
Northern Trust Corporation
NTRS · États-Unis
|
$33B |
59/100
Moyen
|
43/100 |
10.3%low 0.7% |
10 yr+ |
Net cash |
82% |
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure28 mai 2026 · Watch |
FY2025 |
| 274 |
Laboratory Corporation of America Holdings
LH · États-Unis
|
$25B |
59/100
Moyen
|
44/100 |
13.3%low 5.3% |
10 yr+ |
0.8× |
31% |
Labcorp Holdings: A Value-Investing Deep Dive29 mai 2026 · Watch |
FY2025 |
| 275 |
Amkor Technology Inc
AMKR · États-Unis
|
$12B |
59/100
Moyen
|
30/100 |
12.4%low 6.2% |
10 yr+ |
Net cash |
17% |
Amkor (AMKR) Zen Horizon Report5 juin 2026 · Watch |
FY2025 |
| 276 |
Eli Lilly and Company
LLY · États-Unis
|
$1.0T |
58/100
Moyen
|
55/100 |
45.5%low -1.8% |
8 yr |
1.3× |
78% |
Eli Lilly Deep Value Research: A Great Company at Too High a Price25 mai 2026 · Watch |
FY2025 |
| 277 |
CRH PLC ADR
CRH · États-Unis
|
$63B |
58/100
Moyen
|
43/100 |
12.0%low 5.4% |
10 yr+ |
0.7× |
33% |
CRH plc: An Investment Study Through the Lens of a Long-Term Business Owner26 mai 2026 · Cautious Buy |
FY2025 |
| 278 |
Nucor Corp
NUE · États-Unis
|
$59B |
58/100
Moyen
|
41/100 |
19.8%low 6.7% |
10 yr+ |
0.2× |
17% |
Nucor Corporation Investment Research Report27 mai 2026 · Watch |
FY2025 |
| 279 |
Chipotle Mexican Grill Inc
CMG · États-Unis
|
$47B |
58/100
Moyen
|
43/100 |
26.8%low 1.6% |
10 yr+ |
3.1× |
21% |
Chipotle Mexican Grill: A Long-Term Value Investment Analysis24 mai 2026 · Watch |
FY2025 |
| 280 |
Gen Digital Inc.
GEN · États-Unis
|
$16B |
58/100
Moyen
|
47/100 |
29.3%low -3.0% |
9 yr |
3.0× |
81% |
Gen Digital In-Depth Value Investment Research30 mai 2026 · Watch |
FY2026 |
| 281 |
Godaddy Inc
GDDY · États-Unis
|
$11B |
58/100
Moyen
|
47/100 |
36.6%low -3.0% |
5 yr |
12.9× |
65% |
GoDaddy Long-Term Value Investment Research31 mai 2026 · Cautious Buy |
FY2025 |
| 282 |
Dell Technologies Inc
DELL · États-Unis
|
$262B |
57/100
Moyen
|
48/100 |
20.6%‡low -4.7% |
7 yr |
— |
23% |
Dell Technologies Deep Value Research25 mai 2026 · Watch |
FY2026 |
| 283 |
Nasdaq Inc
NDAQ · États-Unis
|
$53B |
57/100
Moyen
|
50/100 |
12.2%low 2.0% |
10 yr+ |
0.7× |
40% |
Nasdaq Investment Memo27 mai 2026 · Watch |
FY2025 |
| 284 |
Iron Mountain Incorporated
IRM · États-Unis
|
$36B |
57/100
Moyen
|
47/100 |
29.6%low 5.4% |
10 yr+ |
— |
54% |
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital Spending27 mai 2026 · Watch |
FY2025 |
| 285 |
SS&C Technologies Holdings Inc
SSNC · États-Unis
|
$18B |
57/100
Moyen
|
46/100 |
9.6%low 2.3% |
10 yr+ |
0.6× |
46% |
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap Enough18 juillet 2026 · Hold |
FY2025 |
| 286 |
Stonex Group Inc
SNEX · États-Unis
|
$9.3B |
57/100
Moyen
|
43/100 |
19.0%low 1.4% |
10 yr+ |
7.1× |
1% |
StoneX Group: Two 3-for-2 Splits in One Fiscal Year Break the EPS Series, RJO Lifts Q3 Net Income 102%, and 200bp of Rate Cuts Would Take $0.76 Off $4.19 Trailing EPS16 septembre 2026 · Hold |
FY2025 |
| 287 |
Brinks Company
BCO · États-Unis
|
$4.9B |
57/100
Moyen
|
41/100 |
26.3%low -20.0% |
7 yr |
9.6× |
23% |
Brink's: A 9.1% Owner-Earnings Yield and 14 Straight Quarters of AMS/DRS Growth Meet a $7.3 Billion Pro-Forma Net-Debt Bet on NCR Atleos18 septembre 2026 · Watch |
FY2025 |
| 288 |
Vulcan Materials Company
VMC · États-Unis
|
$35B |
56/100
Moyen
|
43/100 |
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing Analysis28 mai 2026 · Watch |
FY2025 |
| 289 |
Incyte Corporation
INCY · États-Unis
|
$24B |
56/100
Moyen
|
47/100 |
8.8%low -19.2% |
5 yr |
Net cash |
94% |
Incyte Zen Horizon Analysis Report28 mai 2026 · Watch |
FY2025 |
| 290 |
Ralph Lauren Corp Class A
RL · États-Unis
|
$23B |
56/100
Moyen
|
44/100 |
15.8%low -4.6% |
5 yr |
0.3× |
64% |
Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business Owner29 mai 2026 · Watch |
FY2026 |
| 291 |
Nextracker Inc. Class A Common Stock
NXT · États-Unis
|
$14B |
56/100
Moyen
|
41/100 |
25.2%low -0.4% |
7 yr |
Net cash |
21% |
Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be Earned25 août 2026 · Hold |
FY2026 |
| 292 |
Moog Inc
MOG-A · États-Unis
|
$12B |
56/100
Moyen
|
35/100 |
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View Research3 juin 2026 · Watch |
FY2025 |
| 293 |
Goldman Sachs Group Inc
GS · États-Unis
|
$309B |
55/100
Moyen
|
45/100 |
10.7%low 5.2% |
10 yr+ |
Net cash |
65% |
Goldman Sachs Group Deep Value Investing Analysis25 mai 2026 · Watch |
FY2025 |
| 294 |
Qualcomm Incorporated
QCOM · États-Unis
|
$155B |
55/100
Moyen
|
46/100 |
-17.1%low -534.9% |
7 yr |
0.2× |
58% |
Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount?7 août 2026 · Hold |
FY2025 |
| 295 |
Ecolab Inc
ECL · États-Unis
|
$78B |
55/100
Moyen
|
47/100 |
14.7%low -19.5% |
5 yr |
0.9× |
42% |
Ecolab Deep Value Investment Analysis26 mai 2026 · Watch |
FY2025 |
| 296 |
Kenvue Inc.
KVUE · États-Unis
|
$37B |
55/100
Moyen
|
41/100 |
9.1%low -4.8% |
5 yr |
0.7× |
56% |
Kenvue Inc: In-Depth Value Investing Analysis28 mai 2026 · Watch |
FY2025 |
| 297 |
DexCom Inc
DXCM · États-Unis
|
$31B |
55/100
Moyen
|
48/100 |
9.5%low -23.1% |
7 yr |
Net cash |
65% |
DexCom Investment Research Report22 mai 2026 · Watch |
FY2025 |
| 298 |
Vicor Corporation
VICR · États-Unis
|
$9.6B |
55/100
Moyen
|
45/100 |
7.1%low -4.8% |
9 yr |
Net cash |
48% |
Vicor: A Real Power-Delivery Specialist, Already Priced For AI's Promise14 juillet 2026 · Watch |
FY2025 |
| 299 |
Interactive Brokers Group Inc
IBKR · États-Unis
|
$149B |
54/100
Moyen
|
52/100 |
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's View25 mai 2026 · Watch |
FY2025 |
| 300 |
Westinghouse Air Brake Technologies Corp
WAB · États-Unis
|
$49B |
54/100
Moyen
|
44/100 |
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's Analysis27 mai 2026 · Watch |
FY2025 |