| 301 |
Sanmina Corporation
SANM · États-Unis
|
$9.9B |
54/100
Moyen
|
36/100 |
9.2%low -6.5% |
7 yr |
Net cash |
8% |
Sanmina Corporation23 juillet 2026 · Hold |
FY2025 |
| 302 |
Quanta Services Inc
PWR · États-Unis
|
$100B |
53/100
Moyen
|
43/100 |
9.7%low 5.9% |
10 yr+ |
0.7× |
13% |
Quanta Services: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 303 |
Boston Scientific Corp
BSX · États-Unis
|
$69B |
53/100
Moyen
|
46/100 |
9.8%low -0.5% |
5 yr |
0.4× |
63% |
Boston Scientific BSX Investment Research from a Long-Term Business Owner's Perspective24 mai 2026 · Watch |
FY2025 |
| 304 |
Sumitomo Electric Industries Ltd ADR
SMTOY · États-Unis
|
$41B |
53/100
Moyen
|
40/100 |
7.2%low 3.5% |
10 yr+ |
0.2× |
18% |
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price15 juillet 2026 · Hold |
FY2026 |
| 305 |
IQVIA Holdings Inc
IQV · États-Unis
|
$39B |
53/100
Moyen
|
45/100 |
13.0%low 1.3% |
10 yr+ |
2.2× |
33% |
IQVIA Holdings: A Deep-Dive Value Investing Study28 mai 2026 · Watch |
FY2025 |
| 306 |
Tapestry Inc
TPR · États-Unis
|
$31B |
53/100
Moyen
|
44/100 |
19.2%low -28.6% |
5 yr |
3.2× |
69% |
Tapestry: A Deep-Dive Investment Study28 mai 2026 · Watch |
FY2025 |
| 307 |
SBA Communications Corp
SBAC · États-Unis
|
$19B |
53/100
Moyen
|
45/100 |
10.1%‡low 6.5% |
10 yr+ |
— |
72% |
SBA Communications Value Investing Analysis29 mai 2026 · Watch |
FY2025 |
| 308 |
Rogers Communications Inc
RCI · États-Unis
|
$18B |
53/100
Moyen
|
30/100 |
19.8%low 8.1% |
10 yr+ |
2.4× |
40% |
Rogers Communications: A Long-Term Owner's Perspective3 juin 2026 · Watch |
FY2025 |
| 309 |
Alliant Energy Corp
LNT · États-Unis
|
$18B |
53/100
Moyen
|
38/100 |
10.8%low 9.9% |
10 yr+ |
1.6× |
40% |
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective30 mai 2026 · Watch |
FY2025 |
| 310 |
Insulet Corporation
PODD · États-Unis
|
$11B |
53/100
Moyen
|
51/100 |
3.8%low -45.7% |
8 yr |
0.2× |
65% |
Insulet Corporation: A Long-Term Owner's Perspective31 mai 2026 · Watch |
FY2025 |
| 311 |
FormFactor Inc
FORM · États-Unis
|
$8.3B |
53/100
Moyen
|
39/100 |
8.0%low -1.6% |
9 yr |
Net cash |
39% |
FormFactor (FORM.US) Buffett Framework Deep-Dive Research9 juin 2026 · Watch |
FY2025 |
| 312 |
CF Industries Holdings Inc
CF · États-Unis
|
$19B |
52/100
Moyen
|
40/100 |
20.4%low -4.3% |
9 yr |
0.4× |
30% |
CF Industries: A Long-Term Value Investing Analysis24 mai 2026 · Watch |
FY2025 |
| 313 |
Equinix Inc
EQIX · États-Unis
|
$101B |
51/100
Moyen
|
46/100 |
5.5%low 2.9% |
10 yr+ |
1.4× |
49% |
Equinix Long-Term Owner's Perspective Research25 mai 2026 · Watch |
FY2025 |
| 314 |
Cigna Corp
CI · États-Unis
|
$74B |
51/100
Moyen
|
42/100 |
12.5%low 6.4% |
10 yr+ |
0.6× |
19% |
The Cigna Group Long-Term Value Investment Analysis24 mai 2026 · Watch |
FY2025 |
| 315 |
ONEOK Inc
OKE · États-Unis
|
$57B |
51/100
Moyen
|
42/100 |
21.6%low 7.0% |
10 yr+ |
1.5× |
20% |
ONEOK In-Depth Value Investing Analysis27 mai 2026 · Cautious Buy |
FY2025 |
| 316 |
WEC Energy Group Inc
WEC · États-Unis
|
$36B |
51/100
Moyen
|
42/100 |
11.6%low 10.5% |
10 yr+ |
1.6× |
39% |
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In27 mai 2026 · Watch |
FY2025 |
| 317 |
PTC Inc
PTC · États-Unis
|
$16B |
51/100
Moyen
|
48/100 |
8.4%low -6.5% |
6 yr |
0.3× |
77% |
PTC Deep Value Investment Research30 mai 2026 · Watch |
FY2025 |
| 318 |
Futu Holdings Ltd
FUTU · États-Unis
|
$15B |
50/100
Moyen
|
49/100 |
6.3%low -70.9% |
8 yr |
Net cash |
76% |
Futu Holdings In-Depth Research Report24 mai 2026 · Watch |
FY2025 |
| 319 |
Valero Energy Corporation
VLO · États-Unis
|
$90B |
49/100
Faible
|
31/100 |
15.3%low -7.6% |
5 yr |
0.3× |
5% |
Valero Energy Corporation: A Long-Term Value Investing Study26 mai 2026 · Watch |
FY2025 |
| 320 |
Qiagen NV
QGEN · États-Unis
|
$7.5B |
49/100
Faible
|
42/100 |
7.4%low -1.6% |
6 yr |
0.1× |
63% |
QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the Price17 juillet 2026 · Hold |
FY2025 |
| 321 |
Linde plc Ordinary Shares
LIN · États-Unis
|
$221B |
48/100
Faible
|
47/100 |
13.9%low 4.7% |
10 yr+ |
0.6× |
32% |
In-Depth Value Investment Analysis of Linde plc22 mai 2026 · Watch |
FY2025 |
| 322 |
nVent Electric PLC
NVT · États-Unis
|
$25B |
48/100
Faible
|
46/100 |
10.5%low -2.0% |
5 yr |
0.4× |
39% |
nVent Electric (NVT) Zen Horizon Research Report8 juin 2026 · Hold |
FY2025 |
| 323 |
UDR Inc
UDR · États-Unis
|
$14B |
48/100
Faible
|
39/100 |
5.2%low 1.6% |
10 yr+ |
1.9× |
23% |
UDR Deep Value Investment Research30 mai 2026 · Watch |
FY2025 |
| 324 |
MercadoLibre Inc.
MELI · États-Unis
|
$95B |
47/100
Faible
|
56/100 |
15.4%low -10.9% |
5 yr |
0.8× |
49% |
MercadoLibre : une analyse d'investissement à travers le prisme d'un propriétaire d'entreprise de long terme22 mai 2026 · Surveiller |
FY2025 |
| 325 |
Expedia Group Inc.
EXPE · États-Unis
|
$35B |
47/100
Faible
|
46/100 |
11.9%low -103.2% |
5 yr |
Net cash |
83% |
Expedia Group Deep Value Investment Analysis29 mai 2026 · Watch |
FY2025 |
| 326 |
Nextera Energy Inc
NEE · États-Unis
|
$181B |
46/100
Faible
|
43/100 |
13.1%low 8.0% |
10 yr+ |
1.7× |
57% |
NextEra Energy: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 327 |
T-Mobile US Inc
TMUS · États-Unis
|
$185B |
45/100
Faible
|
46/100 |
11.4%low 3.7% |
10 yr+ |
2.0× |
57% |
T-Mobile Long-Term Owner's View Research23 mai 2026 · Watch |
FY2025 |
| 328 |
Marriott International Inc
MAR · États-Unis
|
$97B |
45/100
Faible
|
48/100 |
33.4%low -62.1% |
5 yr |
— |
19% |
Marriott International Deep Value Analysis22 mai 2026 · Watch |
FY2025 |
| 329 |
Wheaton Precious Metals Corp
WPM · États-Unis
|
$51B |
45/100
Faible
|
49/100 |
7.8%low 1.2% |
10 yr+ |
Net cash |
54% |
Wheaton Precious Metals In-Depth Research31 mai 2026 · Hold |
FY2025 |
| 330 |
Ares Management LP
ARES · États-Unis
|
$42B |
45/100
Faible
|
52/100 |
13.9%low 5.2% |
10 yr+ |
3.1× |
60% |
Ares Management: A Deep Dive into the Alternative Asset Management Platform23 mai 2026 · Watch |
FY2025 |
| 331 |
Aecom Technology Corporation
ACM · États-Unis
|
$8.7B |
45/100
Faible
|
38/100 |
6.4%low -7.1% |
5 yr |
0.7× |
5% |
AECOM: A 16.5% Segment Margin and 12.1x Earnings Are Genuinely Cheap, but First-Half Free Cash Flow of 15 Million Dollars Means 72.39 Dollars Only Buys the Base Case1 août 2026 · Hold |
FY2025 |
| 332 |
PDD Holdings Inc.
PDD · États-Unis
|
$126B |
44/100
Faible
|
49/100 |
-9.1%low -81.9% |
5 yr |
Net cash |
59% |
PDD Holdings Deep-Dive Research Report2 juin 2026 · Watch |
FY2025 |
| 333 |
MPLX LP
MPLX · États-Unis
|
$60B |
44/100
Faible
|
43/100 |
18.6%low -5.2% |
5 yr |
1.7× |
42% |
MPLX LP: A 1.3x-Covered 7.4% Yield, $2.9 Billion of Growth Capex, and No Margin of Safety at $58.4124 août 2026 · Hold |
FY2025 |
| 334 |
Equifax Inc
EFX · États-Unis
|
$20B |
43/100
Faible
|
46/100 |
12.6%low -14.9% |
6 yr |
1.1× |
57% |
Equifax Inc. Deep Value Investment Research Report29 mai 2026 · Watch |
FY2025 |
| 335 |
EOG Resources Inc
EOG · États-Unis
|
$79B |
42/100
Faible
|
42/100 |
15.3%low -7.8% |
5 yr |
0.2× |
66% |
EOG Resources: A Long-Term Owner's Perspective26 mai 2026 · Watch |
FY2025 |
| 336 |
American Electric Power Co Inc
AEP · États-Unis
|
$70B |
42/100
Faible
|
40/100 |
9.7%low 3.5% |
10 yr+ |
1.6× |
28% |
American Electric Power In-Depth Value Investment Analysis21 mai 2026 · Watch |
FY2025 |
| 337 |
Kinder Morgan Inc
KMI · États-Unis
|
$72B |
41/100
Faible
|
43/100 |
5.5%low 0.5% |
10 yr+ |
1.0× |
50% |
Kinder Morgan: A Long-Term Owner's Perspective26 mai 2026 · Watch |
FY2025 |
| 338 |
Barrick Mining Corporation
B · États-Unis
|
$63B |
41/100
Faible
|
38/100 |
7.5%low -20.3% |
7 yr |
Net cash |
37% |
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value25 juin 2026 · Hold |
FY2025 |
| 339 |
Vertiv Holdings Co
VRT · États-Unis
|
$93B |
40/100
Faible
|
48/100 |
-121.2%low -1213.7% |
5 yr |
0.4× |
31% |
Vertiv Holdings Co: Deferred Revenue Doubled to 3.63 Billion USD After a 110 Million USD Second-Quarter Revenue Miss, While Full-Year Guidance Implies 4.33 Billion USD of Fourth-Quarter Sales6 août 2026 · Hold |
FY2025 |
| 340 |
Federal Realty Investment Trust
FRT · États-Unis
|
$11B |
40/100
Faible
|
42/100 |
10.3%low 5.1% |
10 yr+ |
1.5× |
62% |
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's Perspective31 mai 2026 · Watch |
FY2025 |
| 341 |
Walt Disney Company
DIS · États-Unis
|
$167B |
39/100
Faible
|
45/100 |
10.3%low -2.9% |
5 yr |
0.4× |
38% |
Disney: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 342 |
Corning Incorporated
GLW · États-Unis
|
$119B |
39/100
Faible
|
49/100 |
8.6%low -3.2% |
8 yr |
0.7× |
35% |
Corning In-Depth Value Research Report20 mai 2026 · Watch |
FY2025 |
| 343 |
Marathon Petroleum Corp
MPC · États-Unis
|
$92B |
39/100
Faible
|
35/100 |
17.7%low -44.3% |
5 yr |
1.8× |
7% |
Marathon Petroleum: A Deep-Value Investment Study26 mai 2026 · Watch |
FY2025 |
| 344 |
Agnico Eagle Mines Limited
AEM · États-Unis
|
$75B |
39/100
Faible
|
43/100 |
7.0%low -7.2% |
7 yr |
Net cash |
34% |
Agnico Eagle Mines (AEM) Zen Horizon Report8 juin 2026 · Watch |
FY2025 |
| 345 |
Gold Fields Ltd ADR
GFI · États-Unis
|
$30B |
39/100
Faible
|
36/100 |
13.4%low -12.9% |
7 yr |
0.2× |
34% |
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk25 juin 2026 · Cautious Buy |
FY2025 |
| 346 |
RTX Corporation
RTX · États-Unis
|
$290B |
38/100
Faible
|
40/100 |
9.2%low -4.9% |
5 yr |
0.5× |
21% |
RTX Corporation: A Record Backlog and a Documented GTF Recovery, Already Paid For by a 26% Re-Rating7 août 2026 · Hold |
FY2025 |
| 347 |
Hilton Worldwide Holdings Inc
HLT · États-Unis
|
$72B |
37/100
Faible
|
47/100 |
18.9%‡low -7.2% |
5 yr |
— |
30% |
Hilton Worldwide Holdings Deep-Dive Value Investment Research26 mai 2026 · Watch |
FY2025 |
| 348 |
DTE Energy Company
DTE · États-Unis
|
$30B |
37/100
Faible
|
39/100 |
11.1%low 9.6% |
10 yr+ |
2.1× |
32% |
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated Utility28 mai 2026 · Watch |
FY2025 |
| 349 |
Royal Gold Inc
RGLD · États-Unis
|
$17B |
37/100
Faible
|
47/100 |
5.7%low -5.4% |
7 yr |
0.1× |
79% |
Étude approfondie de Royal Gold15 juin 2026 · Conserver |
FY2025 |
| 350 |
Modine Manufacturing Company
MOD · États-Unis
|
$11B |
37/100
Faible
|
43/100 |
6.0%low -60.4% |
5 yr |
0.4× |
18% |
Modine Manufacturing: A Deep Long-Term Value Investing Study19 mai 2026 · Watch |
FY2026 |
| 351 |
Constellium Nv
CSTM · États-Unis
|
$3.8B |
37/100
Faible
|
31/100 |
12.9%‡low 4.6% |
5 yr |
1.9× |
11% |
Constellium: A Long-Term Value Investing Study3 juin 2026 · Watch |
FY2025 |
| 352 |
Howmet Aerospace Inc
HWM · États-Unis
|
$113B |
36/100
Faible
|
47/100 |
10.1%low -18.3% |
8 yr |
0.4× |
22% |
Howmet Aerospace Deep Value Investment Research25 mai 2026 · Watch |
FY2025 |
| 353 |
Southern Company
SO · États-Unis
|
$109B |
35/100
Faible
|
41/100 |
10.4%low 3.4% |
10 yr+ |
2.0× |
43% |
The Southern Company: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 354 |
Schlumberger NV
SLB · États-Unis
|
$74B |
35/100
Faible
|
42/100 |
-4.5%low -86.9% |
5 yr |
0.3× |
16% |
SLB: A Long-Term Owner's Perspective26 mai 2026 · Watch |
FY2025 |
| 355 |
Ferrovial SE
FER · États-Unis
|
$47B |
34/100
Médiocre
|
50/100 |
11.3%low -13.3% |
5 yr |
1.1× |
98% |
Ferrovial NV In-Depth Value Research Report22 mai 2026 · Watch |
FY2025 |
| 356 |
MGM Resorts International
MGM · États-Unis
|
$12B |
34/100
Médiocre
|
34/100 |
17.6%low -15.9% |
5 yr |
22.3× |
44% |
MGM Resorts International: A Deep Value Investment Study31 mai 2026 · Watch |
FY2025 |
| 357 |
Williams Companies Inc
WMB · États-Unis
|
$87B |
33/100
Médiocre
|
43/100 |
11.6%low -9.1% |
7 yr |
2.3× |
52% |
The Williams Companies: A Long-Term Owner's Perspective26 mai 2026 · Watch |
FY2025 |
| 358 |
ConocoPhillips
COP · États-Unis
|
$147B |
31/100
Médiocre
|
40/100 |
12.3%low -10.3% |
5 yr |
0.3× |
21% |
ConocoPhillips: A Long-Term Owner's Perspective25 mai 2026 · Watch |
FY2025 |
| 359 |
Entergy Corporation
ETR · États-Unis
|
$50B |
31/100
Médiocre
|
41/100 |
8.4%low -6.8% |
9 yr |
1.7× |
37% |
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens27 mai 2026 · Watch |
FY2025 |
| 360 |
Halliburton Company
HAL · États-Unis
|
$27B |
31/100
Médiocre
|
35/100 |
-1.7%low -61.4% |
5 yr |
0.6× |
21% |
Halliburton: A Deep Dive on Long-Term Value28 mai 2026 · Watch |
FY2025 |
| 361 |
Luckin Coffee
LKNCY · États-Unis
|
$9.3B |
28/100
Médiocre
|
51/100 |
-12.0%low -71.6% |
5 yr |
Net cash |
13% |
Luckin Coffee Zen Horizon Analysis: China's Coffee Leader in the Middle of a Valuation Reset4 juin 2026 · Hold |
FY2025 |
| 362 |
Freeport-McMoran Copper & Gold Inc
FCX · États-Unis
|
$91B |
25/100
Médiocre
|
40/100 |
7.3%low -65.4% |
6 yr |
0.4× |
25% |
Freeport-McMoRan: A Long-Term Owner's Perspective26 mai 2026 · Watch |
FY2025 |
| 363 |
Allegheny Technologies Incorporated
ATI · États-Unis
|
$26B |
25/100
Médiocre
|
30/100 |
-20.0%low -301.8% |
5 yr |
0.8× |
15% |
ATI: A Long-Term Owner's Perspective3 juin 2026 · Watch |
FY2025 |
| 364 |
Energy Transfer LP
ET · États-Unis
|
$70B |
24/100
Médiocre
|
43/100 |
9.6%low -3.5% |
5 yr |
2.0× |
19% |
Energy Transfer LP: A Discounted Midstream Cash Cow Turning Its Asset Empire Into Disciplined Gas-Led Growth21 juin 2026 · Hold |
FY2025 |
| 365 |
Southwest Airlines Company
LUV · États-Unis
|
$22B |
21/100
Médiocre
|
33/100 |
10.3%low -34.6% |
5 yr |
0.3× |
19% |
Southwest Airlines Co.: A Value-Investing Deep Dive29 mai 2026 · Watch |
FY2025 |
| 366 |
APA Corporation
APA · États-Unis
|
$13B |
21/100
Médiocre
|
33/100 |
6.3%low -108.0% |
5 yr |
0.7× |
38% |
APA Corporation: Upstream Oil & Gas and the Suriname Option23 mai 2026 · Watch |
FY2025 |
| 367 |
Devon Energy Corporation
DVN · États-Unis
|
$52B |
20/100
Médiocre
|
34/100 |
9.0%low -88.8% |
5 yr |
0.5× |
23% |
Devon Energy Deep Value Investment Analysis27 mai 2026 · Watch |
FY2025 |
| 368 |
Delta Air Lines Inc
DAL · États-Unis
|
$58B |
18/100
Médiocre
|
43/100 |
-57.2%low -807.4% |
5 yr |
0.8× |
19% |
Delta Air Lines: A Deep-Dive Value Investing Analysis27 mai 2026 · Watch |
FY2025 |
| 369 |
Targa Resources Inc
TRGP · États-Unis
|
$58B |
14/100
Médiocre
|
47/100 |
12.0%low -58.6% |
5 yr |
5.7× |
14% |
In-Depth Value Analysis of Targa Resources26 mai 2026 · Watch |
FY2025 |