| 301 |
Sherwin-Williams Co
SHW · 米国株
|
$83B |
79/100
優良
|
44/100 |
52.8%low 29.7% |
10 yr+ |
2.8× |
46% |
The Sherwin-Williams Company: A Long-Term Owner's Perspective2026年5月26日 · Watch |
FY2025 |
| 302 |
Transdigm Group Incorporated
TDG · 米国株
|
$70B |
79/100
優良
|
40/100 |
18.7%‡low 14.4% |
10 yr+ |
— |
55% |
TransDigm Group: A Deep Value Investing Study2026年5月26日 · Watch |
FY2025 |
| 303 |
Sandvik AB
SAND · ST
|
$48B |
79/100
優良
|
44/100 |
16.8%low 12.6% |
10 yr+ |
0.3× |
40% |
Sandvik AB: A Record 22.6% Margin With SEK 550 Million of Tungsten Inside It, and No Margin of Safety at SEK 368.702026年8月21日 · Hold |
FY2025 |
| 304 |
Old Dominion Freight Line Inc
ODFL · 米国株
|
$44B |
79/100
優良
|
44/100 |
24.4%low 16.0% |
10 yr+ |
0.0× |
31% |
Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's Perspective2026年5月22日 · Watch |
FY2025 |
| 305 |
Thomson Reuters Corporation Common Shares
TRI · 米国株
|
$43B |
79/100
優良
|
47/100 |
21.3%low 10.7% |
10 yr+ |
0.1× |
78% |
Thomson Reuters: A Long-Term Owner's Perspective2026年5月23日 · Watch |
FY2025 |
| 306 |
Qingdao Haier Co Ltd
600690 · 上海
|
$30B |
79/100
優良
|
— |
17.1%low 13.3% |
10 yr+ |
0.1× |
29% |
— |
FY2025 |
| 307 |
Otis Worldwide Corp
OTIS · 米国株
|
$27B |
79/100
優良
|
43/100 |
60.0%‡low 60.0% |
9 yr |
— |
29% |
Otis Worldwide Corporation: A Deep Value Study2026年5月28日 · Watch |
FY2025 |
| 308 |
Verisk Analytics Inc
VRSK · 米国株
|
$26B |
79/100
優良
|
46/100 |
40.7%low 19.9% |
10 yr+ |
9.3× |
65% |
Verisk Analytics Research from a Long-Term Owner's Perspective2026年5月23日 · Watch |
FY2025 |
| 309 |
VAT Group AG
VACN · SW
|
$23B |
79/100
優良
|
— |
25.0%low 13.2% |
10 yr+ |
0.1× |
48% |
— |
FY2025 |
| 310 |
Partners Group Holding AG
PGHN · SW
|
$22B |
79/100
優良
|
— |
42.6%low 35.4% |
10 yr+ |
1.0× |
71% |
— |
FY2025 |
| 311 |
Fuyao Glass Industry Group Co Ltd Class A
600660 · 上海
|
$22B |
79/100
優良
|
— |
17.2%low 12.0% |
10 yr+ |
Net cash |
37% |
— |
FY2025 |
| 312 |
Amundi SA
AMUN · パリ
|
$21B |
79/100
優良
|
— |
15.3%low 8.3% |
10 yr+ |
Net cash |
54% |
— |
FY2025 |
| 313 |
Sino Biopharmaceutical Ltd
1177 · 香港株
|
$11B |
79/100
優良
|
— |
19.1%low 7.6% |
10 yr+ |
Net cash |
80% |
— |
FY2025 |
| 314 |
Focus Media Information Technology Co Ltd
002027 · 深圳
|
$11B |
79/100
優良
|
— |
31.9%low 13.5% |
10 yr+ |
Net cash |
67% |
— |
FY2025 |
| 315 |
Pandora A/S
PNDORA · CO
|
$9.4B |
79/100
優良
|
— |
56.2%low 26.2% |
10 yr+ |
3.4× |
76% |
— |
FY2025 |
| 316 |
Hongfa Technology Co Ltd
600885 · 上海
|
$7.7B |
79/100
優良
|
45/100 |
16.0%low 13.9% |
10 yr+ |
Net cash |
37% |
Hongfa Technology: 3.464bn Relays, a 32% Top Line That Yielded CNY 114m of Cash, and CNY 34.73 at the Hold-Band Floor2026年9月16日 · Hold |
FY2025 |
| 317 |
Cirrus Logic Inc
CRUS · 米国株
|
$6.5B |
79/100
優良
|
— |
15.6%low 7.9% |
10 yr+ |
Net cash |
51% |
— |
FY2026 |
| 318 |
HEXPOL AB (publ)
HPOL-B · ST
|
$3.3B |
79/100
優良
|
— |
17.4%low 13.9% |
10 yr+ |
0.2× |
21% |
— |
FY2025 |
| 319 |
LeMaitre Vascular Inc
LMAT · 米国株
|
$2.3B |
79/100
優良
|
— |
12.6%low 7.7% |
10 yr+ |
Net cash |
68% |
— |
FY2025 |
| 320 |
Top Choice Medical Investment Co Inc
600763 · 上海
|
$2.3B |
79/100
優良
|
— |
19.1%low 11.9% |
10 yr+ |
0.2× |
42% |
— |
FY2025 |
| 321 |
Dunelm Group PLC
DNLM · LSE
|
$2.3B |
79/100
優良
|
— |
56.5%low 45.8% |
10 yr+ |
2.9× |
48% |
— |
FY2025 |
| 322 |
BeiJing DaHao Technology Co Lt
603025 · 上海
|
$2.1B |
79/100
優良
|
— |
19.2%low 11.8% |
10 yr+ |
Net cash |
44% |
— |
FY2025 |
| 323 |
Dorchester Minerals LP
DMLP · 米国株
|
$1.3B |
79/100
優良
|
— |
40.0%low 18.5% |
10 yr+ |
Net cash |
71% |
— |
FY2025 |
| 324 |
The Home Depot Inc
HD · 米国株
|
$337B |
78/100
優良
|
45/100 |
60.0%low 60.0% |
10 yr+ |
5.0× |
34% |
The Home Depot: A Value Investing Deep Dive2026年5月25日 · Watch |
FY2026 |
| 325 |
Novartis AG
NOVN · SW
|
$306B |
78/100
優良
|
46/100 |
20.9%low 9.0% |
10 yr+ |
0.6× |
71% |
Novartis (NVS) Zen Horizon Research Report2026年6月8日 · Hold |
FY2025 |
| 326 |
BlackRock Inc
BLK · 米国株
|
$172B |
78/100
優良
|
49/100 |
13.2%low 9.9% |
10 yr+ |
0.0× |
50% |
BlackRock In-Depth Value Investment Research2026年5月24日 · Watch |
FY2025 |
| 327 |
Rio Tinto PLC
RIO · LSE
|
$148B |
78/100
優良
|
38/100 |
22.4%low 11.8% |
10 yr+ |
0.2× |
61% |
Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold Band2026年9月14日 · Hold |
FY2025 |
| 328 |
Parker-Hannifin Corporation
PH · 米国株
|
$123B |
78/100
優良
|
45/100 |
20.4%low 14.9% |
10 yr+ |
0.7× |
28% |
Parker-Hannifin: A Long-Term Owner's Perspective2026年5月25日 · Watch |
FY2025 |
| 329 |
American Tower Corp
AMT · 米国株
|
$81B |
78/100
優良
|
45/100 |
37.3%low 14.1% |
10 yr+ |
11.9× |
72% |
American Tower: Long-Term Value Study of a Communications-Tower REIT2026年5月23日 · Watch |
FY2025 |
| 330 |
Motorola Solutions Inc
MSI · 米国株
|
$72B |
78/100
優良
|
46/100 |
40.0%‡low 27.9% |
8 yr |
3.6× |
49% |
Motorola Solutions Deep Value Investment Analysis2026年5月26日 · Watch |
FY2025 |
| 331 |
Target Corporation
TGT · 米国株
|
$66B |
78/100
優良
|
36/100 |
29.4%low 22.9% |
10 yr+ |
0.9× |
29% |
— |
FY2026 |
| 332 |
Public Storage
PSA · 米国株
|
$61B |
78/100
優良
|
45/100 |
20.8%low 15.4% |
10 yr+ |
1.1× |
68% |
Public Storage: An In-Depth Value-Investing Analysis2026年5月27日 · Watch |
FY2025 |
| 333 |
Heico Corporation
HEI · 米国株
|
$50B |
78/100
優良
|
53/100 |
15.7%low 12.8% |
10 yr+ |
0.5× |
41% |
HEICO Corporation:詳細調査2026年6月15日 · ホールド |
FY2025 |
| 334 |
Yum! Brands Inc
YUM · 米国株
|
$42B |
78/100
優良
|
44/100 |
59.1%‡low 51.7% |
10 yr+ |
— |
47% |
Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective2026年5月27日 · Watch |
FY2025 |
| 335 |
Swisscom AG
SCMN · SW
|
$41B |
78/100
優良
|
37/100 |
16.8%low 10.4% |
10 yr+ |
0.2× |
80% |
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 6352026年8月20日 · Hold |
FY2025 |
| 336 |
Curtiss-Wright Corporation
CW · 米国株
|
$27B |
78/100
優良
|
42/100 |
15.5%low 11.3% |
10 yr+ |
0.4× |
37% |
Curtiss-Wright Research from a Long-Term Owner's Perspective2026年6月3日 · Watch |
FY2025 |
| 337 |
Fair Isaac Corporation
FICO · 米国株
|
$24B |
78/100
優良
|
48/100 |
39.6%‡low 18.2% |
10 yr+ |
— |
75% |
Fair Isaac: A Long-Term Owner's View2026年5月28日 · Watch |
FY2025 |
| 338 |
Next PLC
NXT · LSE
|
$22B |
78/100
優良
|
43/100 |
55.5%low 43.4% |
10 yr+ |
1.0× |
40% |
NEXT plc: 23.9% International Growth, a £16.9 Million Platform, and 19.2 Times Earnings2026年8月30日 · Hold |
FY2026 |
| 339 |
Broadridge Financial Solutions Inc
BR · 米国株
|
$18B |
78/100
優良
|
43/100 |
32.8%low 28.1% |
10 yr+ |
1.1× |
29% |
Broadridge Financial Solutions Deep-Dive Value Investing Analysis2026年5月24日 · Watch |
FY2025 |
| 340 |
Joint Stock Company Kaspi.kz
KSPI · 米国株
|
$17B |
78/100
優良
|
53/100 |
57.4%low 41.7% |
7 yr |
Net cash |
74% |
Kaspi.kz: A Deep-Value Investment Study2026年5月18日 · Watch |
FY2025 |
| 341 |
Masco Corporation
MAS · 米国株
|
$14B |
78/100
優良
|
40/100 |
60.0%low 60.0% |
10 yr+ |
34.2× |
34% |
Masco Deep Value Investment Research2026年5月30日 · Watch |
FY2025 |
| 342 |
Avery Dennison Corp
AVY · 米国株
|
$13B |
78/100
優良
|
41/100 |
33.3%low 23.6% |
10 yr+ |
1.6× |
28% |
Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive2026年5月23日 · Watch |
FY2025 |
| 343 |
Crane Company
CR · 米国株
|
$12B |
78/100
優良
|
44/100 |
16.6%low 9.0% |
10 yr+ |
Net cash |
37% |
Crane Company: Aerospace Compounds on Its Own, but Four-Fifths of the Headline Growth Was Bought and 32 Times Earnings Leaves No Cushion2026年8月6日 · Hold |
FY2025 |
| 344 |
Jeronimo Martins SGPS SA
JMT · LS
|
$12B |
78/100
優良
|
42/100 |
22.6%low 15.5% |
10 yr+ |
— |
21% |
Jerónimo Martins: EBITDA Up 7.6%, Net Profit Down 3.5%, and No Conservative Margin of Safety2026年8月31日 · Hold |
FY2025 |
| 345 |
Domino's Pizza Inc Common Stock
DPZ · 米国株
|
$11B |
78/100
優良
|
43/100 |
60.0%‡low 60.0% |
10 yr+ |
— |
37% |
Domino's Pizza Deep Value Investment Research2026年5月31日 · Watch |
FY2025 |
| 346 |
Shenzhou International Group Holdings Ltd
2313 · 香港株
|
$8.6B |
78/100
優良
|
44/100 |
17.2%low 12.1% |
10 yr+ |
Net cash |
28% |
Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.582026年9月1日 · Hold |
FY2025 |
| 347 |
Sprouts Farmers Market LLC
SFM · 米国株
|
$8.1B |
78/100
優良
|
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 Earnings2026年9月16日 · Cautious Buy |
FY2025 |
| 348 |
Pool Corporation
POOL · 米国株
|
$6.7B |
78/100
優良
|
44/100 |
52.6%low 34.1% |
10 yr+ |
1.2× |
30% |
Pool Corporation Value Investment Deep-Dive Report2026年5月31日 · Watch |
FY2025 |
| 349 |
Zhejiang CFMoto Power Co Ltd
603129 · 上海
|
$6.6B |
78/100
優良
|
48/100 |
18.2%low 10.8% |
10 yr+ |
Net cash |
29% |
CFMOTO: Four-Wheeler Revenue Up 51% but H1 Profit Up Only 6%, and CNY 296.88 at 24-25x Normalized Earnings Leaves No Margin of Safety2026年9月17日 · Hold |
FY2025 |
| 350 |
Installed Building Products Inc
IBP · 米国株
|
$6.0B |
78/100
優良
|
— |
31.6%low 19.5% |
10 yr+ |
1.0× |
31% |
— |
FY2025 |
| 351 |
Amdocs Ltd
DOX · 米国株
|
$5.9B |
78/100
優良
|
— |
14.3%low 10.3% |
10 yr+ |
0.1× |
35% |
— |
FY2025 |
| 352 |
Softcat plc
SCT · LSE
|
$4.8B |
78/100
優良
|
— |
48.1%low 38.0% |
10 yr+ |
Net cash |
28% |
— |
FY2025 |
| 353 |
Imeik Technology Development Co
300896 · 深圳
|
$4.6B |
78/100
優良
|
— |
24.5%low 9.7% |
10 yr+ |
Net cash |
92% |
— |
FY2025 |
| 354 |
Doximity Inc
DOCS · 米国株
|
$3.8B |
78/100
優良
|
— |
27.9%low 11.7% |
8 yr |
Net cash |
88% |
— |
FY2026 |
| 355 |
China National Medicines Corp Ltd
600511 · 上海
|
$3.0B |
78/100
優良
|
— |
14.8%low 10.8% |
10 yr+ |
Net cash |
8% |
— |
FY2025 |
| 356 |
Academy Sports Outdoors Inc
ASO · 米国株
|
$2.9B |
78/100
優良
|
— |
33.8%low 17.4% |
9 yr |
0.7× |
32% |
— |
FY2026 |
| 357 |
Alpha Group International plc
ALPH · LSE
|
$2.3B |
78/100
優良
|
— |
30.6%low 14.3% |
10 yr+ |
Net cash |
78% |
— |
FY2024 |
| 358 |
Bytes Technology Ltd
BYIT · LSE
|
$1.2B |
78/100
優良
|
— |
54.3%low 35.9% |
10 yr+ |
Net cash |
54% |
— |
FY2026 |
| 359 |
SAP SE ADR
SAP · 米国株
|
$231B |
77/100
優良
|
45/100 |
12.6%low 5.7% |
10 yr+ |
Net cash |
71% |
SAP: A High-Quality Incumbent Late in Its Cloud Migration, Now Priced for Proof Rather Than Possibility2026年6月26日 · Hold |
FY2025 |
| 360 |
ABB Ltd
ABBN · SW
|
$183B |
77/100
優良
|
46/100 |
21.9%low 8.1% |
10 yr+ |
0.2× |
33% |
ABB Ltd: 58% Electrification Order Growth, and a 19.5x EBITDA Test of Capital Discipline2026年8月11日 · Hold |
FY2025 |
| 361 |
Union Pacific Corporation
UNP · 米国株
|
$174B |
77/100
優良
|
43/100 |
38.3%low 21.2% |
10 yr+ |
1.6× |
46% |
Union Pacific: A Long-Term Owner's Perspective2026年5月25日 · Watch |
FY2025 |
| 362 |
Emerson Electric Company
EMR · 米国株
|
$84B |
77/100
優良
|
47/100 |
25.0%low 9.1% |
10 yr+ |
0.6× |
45% |
Emerson Electric: A Long-Term Owner's View2026年5月26日 · Watch |
FY2025 |
| 363 |
Ametek Inc
AME · 米国株
|
$55B |
77/100
優良
|
45/100 |
15.6%low 13.9% |
10 yr+ |
0.2× |
41% |
AMETEK Precision Instruments and Industrial Technology Research2026年5月23日 · Watch |
FY2025 |
| 364 |
Thales S.A.
HO · パリ
|
$55B |
77/100
優良
|
46/100 |
16.8%low 9.5% |
10 yr+ |
0.2× |
25% |
Thales: A Genuine Defence-Electronics Quality Compounder, Priced Like the Best Case Is Already Locked In2026年7月7日 · Hold |
FY2025 |
| 365 |
Kimberly-Clark Corporation
KMB · 米国株
|
$36B |
77/100
優良
|
38/100 |
60.0%low 60.0% |
10 yr+ |
4.4× |
34% |
— |
FY2025 |
| 366 |
Raymond James Financial Inc.
RJF · 米国株
|
$34B |
77/100
優良
|
43/100 |
14.7%low 10.8% |
10 yr+ |
Net cash |
95% |
Raymond James: A Long-Term Study of a Diversified Financial-Services Platform2026年5月28日 · Watch |
FY2025 |
| 367 |
Dollar General Corporation
DG · 米国株
|
$28B |
77/100
優良
|
38/100 |
27.8%low 15.2% |
10 yr+ |
1.7× |
31% |
— |
FY2026 |
| 368 |
Synchrony Financial
SYF · 米国株
|
$25B |
77/100
優良
|
38/100 |
19.7%low 10.9% |
10 yr+ |
Net cash |
55% |
— |
FY2025 |
| 369 |
UL Solutions Inc.
ULS · 米国株
|
$18B |
77/100
優良
|
— |
24.9%low 9.7% |
7 yr |
0.4× |
47% |
— |
FY2025 |
| 370 |
Huntington Ingalls Industries Inc
HII · 米国株
|
$13B |
77/100
優良
|
39/100 |
26.5%low 11.8% |
10 yr+ |
0.5× |
16% |
Huntington Ingalls Industries: A Deep Value Investment Study2026年5月30日 · Watch |
FY2025 |
| 371 |
Five Below Inc
FIVE · 米国株
|
$12B |
77/100
優良
|
— |
19.9%low 14.0% |
10 yr+ |
0.5× |
35% |
— |
FY2026 |
| 372 |
Pentair PLC
PNR · 米国株
|
$11B |
77/100
優良
|
40/100 |
17.4%low 12.3% |
10 yr+ |
0.4× |
36% |
Pentair plc In-Depth Value Investment Research2026年5月31日 · Watch |
FY2025 |
| 373 |
Xp Inc
XP · 米国株
|
$8.8B |
77/100
優良
|
— |
22.6%low 14.7% |
10 yr+ |
3.2× |
67% |
— |
FY2025 |
| 374 |
Biomerieux SA
BIM · パリ
|
$8.8B |
77/100
優良
|
— |
12.8%low 9.5% |
10 yr+ |
Net cash |
55% |
— |
FY2025 |
| 375 |
Tingyi
0322 · 香港株
|
$8.6B |
77/100
優良
|
33/100 |
18.3%low 6.8% |
10 yr+ |
0.1× |
31% |
Tingyi: A Mature Cash Cow Whose Profit Growth Comes From Margin, Not Sales2026年8月25日 · Hold |
FY2025 |
| 376 |
ExlService Holdings Inc
EXLS · 米国株
|
$5.2B |
77/100
優良
|
— |
15.6%low 8.2% |
10 yr+ |
0.1× |
36% |
— |
FY2025 |
| 377 |
Hengan Intl Group Ltd-H
1044 · 香港株
|
$3.6B |
77/100
優良
|
— |
18.0%low 9.9% |
10 yr+ |
0.0× |
38% |
— |
FY2025 |
| 378 |
Jason Furniture(Hangzhou)
603816 · 上海
|
$2.9B |
77/100
優良
|
— |
18.4%low 12.5% |
10 yr+ |
Net cash |
34% |
— |
FY2025 |
| 379 |
Autobio Diagnostics Co Ltd
603658 · 上海
|
$2.7B |
77/100
優良
|
— |
18.8%low 11.5% |
10 yr+ |
Net cash |
64% |
— |
FY2025 |
| 380 |
ePlus inc
PLUS · 米国株
|
$2.4B |
77/100
優良
|
— |
13.9%low 11.0% |
10 yr+ |
Net cash |
24% |
— |
FY2026 |
| 381 |
China Resources Double-Crane Pharmaceutical Co Ltd
600062 · 上海
|
$2.4B |
77/100
優良
|
— |
12.3%low 9.4% |
10 yr+ |
Net cash |
58% |
— |
FY2025 |
| 382 |
Evertec Inc
EVTC · 米国株
|
$1.9B |
77/100
優良
|
— |
35.4%low 13.4% |
10 yr+ |
1.3× |
54% |
— |
FY2025 |
| 383 |
Philip Morris International Inc
PM · 米国株
|
$297B |
76/100
優良
|
46/100 |
49.2%‡low 24.0% |
10 yr+ |
— |
60% |
Philip Morris International: In-Depth Value Investment Research2026年5月25日 · Watch |
FY2025 |
| 384 |
Verizon Communications Inc
VZ · 米国株
|
$195B |
76/100
優良
|
38/100 |
30.2%low 12.6% |
10 yr+ |
1.7× |
46% |
— |
FY2025 |
| 385 |
Lockheed Martin Corporation
LMT · 米国株
|
$134B |
76/100
優良
|
41/100 |
59.7%low 57.6% |
10 yr+ |
2.6× |
12% |
Lockheed Martin: Backlog Rose 36.8 Billion Dollars in Six Months, Mostly on a Single THAAD Action, While 19.2 Times Guided Earnings Leaves No Margin of Safety2026年8月3日 · Hold |
FY2025 |
| 386 |
Simon Property Group Inc
SPG · 米国株
|
$88B |
76/100
優良
|
45/100 |
53.0%low 30.4% |
10 yr+ |
5.4× |
82% |
Simon Property Group: A Long-Term Owner's Perspective2026年5月26日 · Hold |
FY2025 |
| 387 |
Imperial Brands PLC
IMB · LSE
|
$28B |
76/100
優良
|
— |
31.7%low 11.9% |
10 yr+ |
1.8× |
20% |
— |
FY2025 |
| 388 |
Shenzhen Inovance Tech
300124 · 深圳
|
$24B |
76/100
優良
|
49/100 |
18.2%low 11.0% |
10 yr+ |
Net cash |
37% |
Inovance Technology 詳細調査レポート2026年6月15日 · ホールド |
FY2025 |
| 389 |
West Pharmaceutical Services Inc
WST · 米国株
|
$24B |
76/100
優良
|
44/100 |
17.5%low 9.0% |
10 yr+ |
Net cash |
36% |
West Pharmaceutical Services In-Depth Value Research Report2026年5月29日 · Watch |
FY2025 |
| 390 |
Packaging Corp of America
PKG · 米国株
|
$22B |
76/100
優良
|
40/100 |
21.9%low 14.2% |
10 yr+ |
0.8× |
23% |
Packaging Corporation of America Deep Value Investment Analysis2026年5月29日 · Watch |
FY2025 |
| 391 |
Beiersdorf Aktiengesellschaft
BEI · XETRA
|
$18B |
76/100
優良
|
— |
11.2%low 8.8% |
10 yr+ |
Net cash |
58% |
— |
FY2025 |
| 392 |
Beijing Kingsoft Office Software In
688111 · 上海
|
$18B |
76/100
優良
|
48/100 |
15.1%low 6.6% |
10 yr+ |
Net cash |
88% |
Kingsoft Office In-Depth Research2026年6月14日 · Hold |
FY2025 |
| 393 |
CH Robinson Worldwide Inc
CHRW · 米国株
|
$17B |
76/100
優良
|
40/100 |
36.3%low 22.9% |
10 yr+ |
0.8× |
8% |
C.H. Robinson: A Long-Term Value Investing Analysis2026年5月24日 · Watch |
FY2025 |
| 394 |
Tempur Sealy International Inc
TPX · 米国株
|
$12B |
76/100
優良
|
— |
52.1%low 25.3% |
10 yr+ |
9.9× |
43% |
— |
FY2024 |
| 395 |
The Clorox Company
CLX · 米国株
|
$12B |
76/100
優良
|
38/100 |
57.5%low 38.4% |
10 yr+ |
59.7× |
43% |
— |
FY2026 |
| 396 |
Bunzl PLC
BNZL · LSE
|
$11B |
76/100
優良
|
39/100 |
19.3%low 16.5% |
10 yr+ |
0.8× |
20% |
Bunzl: 0.4% Underlying Growth, 237 Acquisitions, and 15.6 Times Earnings2026年8月29日 · Hold |
FY2025 |
| 397 |
Trade Desk Inc
TTD · 米国株
|
$8.5B |
76/100
優良
|
45/100 |
14.8%low 2.5% |
10 yr+ |
Net cash |
79% |
The Trade Desk: A Long-Term Owner's Deep-Dive2026年5月31日 · Watch |
FY2025 |
| 398 |
Booz Allen Hamilton Holding
BAH · 米国株
|
$8.4B |
76/100
優良
|
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 Value2026年8月1日 · Hold |
FY2026 |
| 399 |
Hamilton Lane Inc
HLNE · 米国株
|
$6.0B |
76/100
優良
|
— |
25.3%low 0.7% |
10 yr+ |
Net cash |
67% |
— |
FY2026 |
| 400 |
Fortune Brands Innovations Inc.
FBIN · 米国株
|
$5.9B |
76/100
優良
|
— |
19.9%low 12.5% |
10 yr+ |
1.0× |
40% |
— |
FY2025 |