| 1001 |
ESAB Corp
ESAB · 미국
|
$5.4B |
57/100
보통
|
— |
11.0%low 6.3% |
7 yr |
0.6× |
36% |
— |
FY2025 |
| 1002 |
Zhejiang Sanmei Chemical Industry Co Ltd
603379 · 상하이
|
$5.2B |
57/100
보통
|
— |
22.1%low 4.5% |
10 yr+ |
Net cash |
29% |
— |
FY2025 |
| 1003 |
Brinks Company
BCO · 미국
|
$4.9B |
57/100
보통
|
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 Atleos2026년 9월 18일 · Watch |
FY2025 |
| 1004 |
Marex Group plc Ordinary Shares
MRX · 미국
|
$4.6B |
57/100
보통
|
— |
12.0%low 2.7% |
10 yr+ |
Net cash |
86% |
— |
FY2025 |
| 1005 |
Primoris Services Corporation
PRIM · 미국
|
$4.6B |
57/100
보통
|
— |
12.2%low 5.4% |
10 yr+ |
0.4× |
11% |
— |
FY2025 |
| 1006 |
iRay Technology Co Ltd
688301 · 상하이
|
$3.6B |
57/100
보통
|
— |
16.3%low 8.4% |
10 yr+ |
0.2× |
57% |
— |
FY2025 |
| 1007 |
Chongqing Zongshen Power Machinery Co Ltd
001696 · 선전
|
$2.4B |
57/100
보통
|
— |
9.5%low 7.2% |
10 yr+ |
0.0× |
17% |
— |
FY2025 |
| 1008 |
Blue Bird Corp
BLBD · 미국
|
$2.4B |
57/100
보통
|
— |
41.5%‡low -23.2% |
3 yr |
Net cash |
13% |
— |
FY2025 |
| 1009 |
Jinhui Mining Co Ltd
603132 · 상하이
|
$2.3B |
57/100
보통
|
— |
15.7%low 10.8% |
7 yr |
— |
65% |
— |
FY2025 |
| 1010 |
Oil-Dri Corporation Of America
ODC · 미국
|
$1.4B |
57/100
보통
|
— |
11.1%low 3.8% |
10 yr+ |
0.0× |
26% |
— |
FY2025 |
| 1011 |
Shanghai Zijiang Enterprise Group Co Ltd
600210 · 상하이
|
$1.3B |
57/100
보통
|
— |
10.8%low 5.3% |
10 yr+ |
0.2× |
21% |
— |
FY2025 |
| 1012 |
KTK Group Co Ltd
603680 · 상하이
|
$1.1B |
57/100
보통
|
— |
13.5%low 4.1% |
10 yr+ |
0.1× |
29% |
— |
FY2025 |
| 1013 |
Village Super Market Inc
VLGEA · 미국
|
$651M |
57/100
보통
|
— |
8.9%low 5.9% |
10 yr+ |
0.5× |
28% |
— |
FY2025 |
| 1014 |
Compass Group PLC
CPG · LSE
|
— |
57/100
보통
|
45/100 |
26.7%low 2.8% |
10 yr+ |
0.8× |
24% |
Compass Group: A Fifth Year of 4–5% Net-New Business and 96% Retention Make the Compounding Real, but at $31.10 a 5.1% Owner-Earnings Yield and 1.7x Leverage Leave No Conservative-Case Margin of Safety2026년 9월 18일 · Hold |
FY2025 |
| 1015 |
Zijin Mining Group Co Ltd-H
2899 · 홍콩
|
$113B |
56/100
보통
|
— |
16.2%low 6.6% |
10 yr+ |
0.5× |
16% |
— |
FY2025 |
| 1016 |
Xiaomi Corp
1810 · 홍콩
|
$95B |
56/100
보통
|
48/100 |
12.8%low 1.7% |
8 yr |
Net cash |
16% |
Xiaomi Group Long-Term Owner-Oriented Research2026년 5월 17일 · Watch |
FY2025 |
| 1017 |
eBay Inc
EBAY · 미국
|
$51B |
56/100
보통
|
42/100 |
36.9%low -24.6% |
3 yr |
1.0× |
75% |
eBay as a Long-Term Business Asset: A Value Analysis2026년 5월 27일 · Watch |
FY2025 |
| 1018 |
Vulcan Materials Company
VMC · 미국
|
$35B |
56/100
보통
|
43/100 |
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing Analysis2026년 5월 28일 · Watch |
FY2025 |
| 1019 |
Incyte Corporation
INCY · 미국
|
$24B |
56/100
보통
|
47/100 |
8.8%low -19.2% |
5 yr |
Net cash |
94% |
Incyte Zen Horizon Analysis Report2026년 5월 28일 · Watch |
FY2025 |
| 1020 |
Ralph Lauren Corp Class A
RL · 미국
|
$23B |
56/100
보통
|
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 Owner2026년 5월 29일 · Watch |
FY2026 |
| 1021 |
WuXi Biologics
2269 · 홍콩
|
$20B |
56/100
보통
|
52/100 |
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount2026년 6월 12일 · Hold |
FY2025 |
| 1022 |
Qinghai Salt Lake Industry Co.Ltd
000792 · 선전
|
$20B |
56/100
보통
|
— |
19.1%low -22.7% |
6 yr |
Net cash |
45% |
— |
FY2025 |
| 1023 |
Accelink Technologies Co Ltd
002281 · 선전
|
$20B |
56/100
보통
|
44/100 |
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation2026년 6월 14일 · Avoid |
FY2025 |
| 1024 |
Hwatsing Technology Co. Ltd. A
688120 · 상하이
|
$18B |
56/100
보통
|
43/100 |
15.8%low 10.5% |
6 yr |
— |
43% |
Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already Won2026년 7월 5일 · Avoid |
FY2025 |
| 1025 |
Neurocrine Biosciences Inc
NBIX · 미국
|
$17B |
56/100
보통
|
— |
1.8%low -44.8% |
8 yr |
Net cash |
99% |
— |
FY2025 |
| 1026 |
Jones Lang LaSalle Incorporated
JLL · 미국
|
$16B |
56/100
보통
|
— |
9.9%low 3.6% |
10 yr+ |
0.4× |
64% |
— |
FY2025 |
| 1027 |
Will Semiconductor Co Ltd
603501 · 상하이
|
$16B |
56/100
보통
|
— |
13.2%low 2.6% |
10 yr+ |
Net cash |
25% |
— |
FY2025 |
| 1028 |
Nextracker Inc. Class A Common Stock
NXT · 미국
|
$14B |
56/100
보통
|
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 Earned2026년 8월 25일 · Hold |
FY2026 |
| 1029 |
Moog Inc
MOG-A · 미국
|
$12B |
56/100
보통
|
35/100 |
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View Research2026년 6월 3일 · Watch |
FY2025 |
| 1030 |
Trelleborg AB (publ)
TREL-B · ST
|
$10B |
56/100
보통
|
33/100 |
12.4%low -0.7% |
6 yr |
0.2× |
34% |
Trelleborg: A Long-Term Owner's Perspective2026년 6월 3일 · Watch |
FY2025 |
| 1031 |
Kesko Oyj
KESKOB · HE
|
$9.3B |
56/100
보통
|
— |
15.2%low 4.9% |
10 yr+ |
1.2× |
13% |
— |
FY2025 |
| 1032 |
Zhejiang Chint Electrics Co
601877 · 상하이
|
$7.6B |
56/100
보통
|
— |
13.4%low 9.2% |
10 yr+ |
1.0× |
26% |
— |
FY2025 |
| 1033 |
Commercial Metals Company
CMC · 미국
|
$7.6B |
56/100
보통
|
— |
13.3%low 2.0% |
10 yr+ |
0.1× |
16% |
— |
FY2025 |
| 1034 |
Shanghai Putailai New Energy Technology Co.Ltd.
603659 · 상하이
|
$7.1B |
56/100
보통
|
— |
16.9%low 6.5% |
10 yr+ |
0.2× |
31% |
— |
FY2025 |
| 1035 |
Shenzhen Sunlord Electronics Co Ltd
002138 · 선전
|
$5.3B |
56/100
보통
|
— |
11.5%low 7.8% |
10 yr+ |
0.3× |
34% |
— |
FY2025 |
| 1036 |
Graham Holdings Co
GHC · 미국
|
$5.1B |
56/100
보통
|
— |
8.2%low 1.8% |
10 yr+ |
0.1× |
36% |
— |
FY2025 |
| 1037 |
Zhejiang Crystal Optech Co Ltd
002273 · 선전
|
$4.8B |
56/100
보통
|
— |
9.3%low 5.5% |
10 yr+ |
Net cash |
28% |
— |
FY2025 |
| 1038 |
Ningbo Orient Wires and Cables Co Ltd
603606 · 상하이
|
$4.8B |
56/100
보통
|
47/100 |
15.4%low 3.2% |
10 yr+ |
Net cash |
21% |
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion2026년 7월 17일 · Watch |
FY2025 |
| 1039 |
Hayward Holdings Inc
HAYW · 미국
|
$3.2B |
56/100
보통
|
— |
9.2%low 5.2% |
7 yr |
Net cash |
44% |
— |
FY2025 |
| 1040 |
Fujian Longking Co Ltd
600388 · 상하이
|
$3.2B |
56/100
보통
|
— |
12.3%low 6.6% |
10 yr+ |
0.0× |
23% |
— |
FY2025 |
| 1041 |
RH
RH · 미국
|
$3.1B |
56/100
보통
|
— |
49.9%low 0.6% |
10 yr+ |
64.8× |
43% |
— |
FY2026 |
| 1042 |
Serco Group
SRP · LSE
|
$3.0B |
56/100
보통
|
— |
13.2%low -0.3% |
8 yr |
0.8× |
10% |
— |
FY2025 |
| 1043 |
Chengdu Kanghong Pharmaceuticals Group Co Ltd
002773 · 선전
|
$2.8B |
56/100
보통
|
— |
12.3%low -4.7% |
5 yr |
Net cash |
90% |
— |
FY2025 |
| 1044 |
Sineng Electric Co Ltd
300827 · 선전
|
$2.5B |
56/100
보통
|
— |
15.8%low 6.6% |
10 yr+ |
Net cash |
25% |
— |
FY2025 |
| 1045 |
Tongling Jingd
600577 · 상하이
|
$2.3B |
56/100
보통
|
— |
10.4%low 7.5% |
10 yr+ |
0.5× |
8% |
— |
FY2025 |
| 1046 |
Jonjee Hi-tech Industrial and Commercial Holding Co Ltd
600872 · 상하이
|
$2.2B |
56/100
보통
|
— |
14.3%low -19.7% |
3 yr |
Net cash |
37% |
— |
FY2025 |
| 1047 |
China Automotive Engineering Research Institute Co Ltd
601965 · 상하이
|
$2.1B |
56/100
보통
|
— |
11.1%low 8.5% |
10 yr+ |
Net cash |
41% |
— |
FY2025 |
| 1048 |
Micro Tech Nanjing Co Ltd
688029 · 상하이
|
$1.9B |
56/100
보통
|
— |
13.0%low -10.9% |
9 yr |
Net cash |
66% |
— |
FY2025 |
| 1049 |
Shanxi Huaxiang Group Co Ltd
603112 · 상하이
|
$1.1B |
56/100
보통
|
— |
13.8%low 10.9% |
10 yr+ |
0.0× |
22% |
— |
FY2025 |
| 1050 |
Lexinfintech Holdings Ltd
LX · 미국
|
$241M |
56/100
보통
|
— |
16.5%low -16.6% |
9 yr |
0.1× |
38% |
— |
FY2025 |
| 1051 |
Goldman Sachs Group Inc
GS · 미국
|
$309B |
55/100
보통
|
45/100 |
10.7%low 5.2% |
10 yr+ |
Net cash |
65% |
Goldman Sachs Group Deep Value Investing Analysis2026년 5월 25일 · Watch |
FY2025 |
| 1052 |
Qualcomm Incorporated
QCOM · 미국
|
$155B |
55/100
보통
|
46/100 |
-17.1%low -534.9% |
7 yr |
0.2× |
58% |
Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount?2026년 8월 7일 · Hold |
FY2025 |
| 1053 |
Ecolab Inc
ECL · 미국
|
$78B |
55/100
보통
|
47/100 |
14.7%low -19.5% |
5 yr |
0.9× |
42% |
Ecolab Deep Value Investment Analysis2026년 5월 26일 · Watch |
FY2025 |
| 1054 |
Vinci S.A.
DG · 파리
|
$73B |
55/100
보통
|
44/100 |
14.5%low 5.9% |
10 yr+ |
0.6× |
18% |
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 20362026년 9월 11일 · Hold |
FY2025 |
| 1055 |
Kenvue Inc.
KVUE · 미국
|
$37B |
55/100
보통
|
41/100 |
9.1%low -4.8% |
5 yr |
0.7× |
56% |
Kenvue Inc: In-Depth Value Investing Analysis2026년 5월 28일 · Watch |
FY2025 |
| 1056 |
Wanhua Chemical Group Co Ltd
600309 · 상하이
|
$33B |
55/100
보통
|
— |
27.3%low 13.8% |
10 yr+ |
0.7× |
33% |
— |
FY2025 |
| 1057 |
DexCom Inc
DXCM · 미국
|
$31B |
55/100
보통
|
48/100 |
9.5%low -23.1% |
7 yr |
Net cash |
65% |
DexCom Investment Research Report2026년 5월 22일 · Watch |
FY2025 |
| 1058 |
adidas AG
ADS · XETRA
|
$30B |
55/100
보통
|
44/100 |
17.2%low -1.6% |
2 yr |
0.7× |
50% |
adidas AG: Record Revenue, Record Doubt, and the Economics of a World Cup2026년 8월 9일 · Hold |
FY2025 |
| 1059 |
Zoom Video Communications Inc
ZM · 미국
|
$28B |
55/100
보통
|
— |
10.6%low -0.0% |
8 yr |
Net cash |
77% |
— |
FY2026 |
| 1060 |
VERBUND AG
VER · VI
|
$22B |
55/100
보통
|
— |
13.8%low 6.0% |
10 yr+ |
0.2× |
43% |
— |
FY2025 |
| 1061 |
OmniVision Integrated Circuits Group, Inc.
0501 · 홍콩
|
$14B |
55/100
보통
|
— |
12.6%low 2.6% |
10 yr+ |
Net cash |
26% |
— |
FY2025 |
| 1062 |
Orient Overseas International Ltd
0316 · 홍콩
|
$13B |
55/100
보통
|
— |
18.2%low -4.9% |
9 yr |
Net cash |
21% |
— |
FY2025 |
| 1063 |
SPX Corp
SPXC · 미국
|
$11B |
55/100
보통
|
— |
10.5%low -44.5% |
9 yr |
0.1× |
34% |
— |
FY2025 |
| 1064 |
Vicor Corporation
VICR · 미국
|
$9.6B |
55/100
보통
|
45/100 |
7.1%low -4.8% |
9 yr |
Net cash |
48% |
Vicor: A Real Power-Delivery Specialist, Already Priced For AI's Promise2026년 7월 14일 · Watch |
FY2025 |
| 1065 |
Axalta Coating Systems Ltd
AXTA · 미국
|
$7.7B |
55/100
보통
|
— |
13.3%low 2.9% |
10 yr+ |
1.2× |
41% |
— |
FY2025 |
| 1066 |
Red Rock Resorts Inc
RRR · 미국
|
$6.5B |
55/100
보통
|
— |
31.3%low -42.7% |
5 yr |
Net cash |
58% |
— |
FY2025 |
| 1067 |
Sailun Jinyu Group Co Ltd
601058 · 상하이
|
$6.5B |
55/100
보통
|
— |
14.0%low 5.5% |
10 yr+ |
0.2× |
22% |
— |
FY2025 |
| 1068 |
JCHX Mining Management Co Ltd
603979 · 상하이
|
$6.5B |
55/100
보통
|
— |
10.4%low 4.6% |
10 yr+ |
Net cash |
28% |
— |
FY2025 |
| 1069 |
MDC Holdings Inc
MDC · 미국
|
$4.7B |
55/100
보통
|
— |
12.4%low 5.1% |
10 yr+ |
0.0× |
84% |
— |
FY2023 |
| 1070 |
Avic Aviation High Technology Co Ltd
600862 · 상하이
|
$3.7B |
55/100
보통
|
— |
10.8%low 2.2% |
10 yr+ |
Net cash |
31% |
— |
FY2025 |
| 1071 |
Anhui Zhongding Sealing Parts Co Ltd
000887 · 선전
|
$3.4B |
55/100
보통
|
— |
10.3%low 5.5% |
10 yr+ |
Net cash |
24% |
— |
FY2025 |
| 1072 |
Steven Madden Ltd
SHOO · 미국
|
$3.4B |
55/100
보통
|
— |
15.7%low -2.4% |
5 yr |
0.4× |
40% |
— |
FY2025 |
| 1073 |
Tomra Systems ASA
TOM · OL
|
$3.3B |
55/100
보통
|
— |
15.1%low 10.5% |
10 yr+ |
6.4× |
58% |
— |
FY2025 |
| 1074 |
Keller Group PLC
KLR · LSE
|
$2.6B |
55/100
보통
|
— |
12.8%low -3.4% |
7 yr |
0.0× |
52% |
— |
FY2025 |
| 1075 |
Nanjing Tanker Corp
601975 · 상하이
|
$2.4B |
55/100
보통
|
— |
15.4%low 5.1% |
10 yr+ |
Net cash |
26% |
— |
FY2025 |
| 1076 |
Shenzhen Bluetrum Technology Co. Ltd. A
688332 · 상하이
|
$2.0B |
55/100
보통
|
— |
17.2%low 4.0% |
6 yr |
— |
24% |
— |
FY2025 |
| 1077 |
PROG Holdings Inc
PRG · 미국
|
$1.8B |
55/100
보통
|
— |
16.0%low -6.2% |
5 yr |
0.4× |
58% |
— |
FY2025 |
| 1078 |
JiangXi Tianxin Pharm Co Ltd
603235 · 상하이
|
$1.5B |
55/100
보통
|
— |
25.3%low 11.2% |
6 yr |
— |
43% |
— |
FY2025 |
| 1079 |
Interactive Brokers Group Inc
IBKR · 미국
|
$149B |
54/100
보통
|
52/100 |
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's View2026년 5월 25일 · Watch |
FY2025 |
| 1080 |
GIGADEVICE
3986 · 홍콩
|
$66B |
54/100
보통
|
— |
12.5%low 1.1% |
10 yr+ |
Net cash |
36% |
— |
FY2025 |
| 1081 |
Westinghouse Air Brake Technologies Corp
WAB · 미국
|
$49B |
54/100
보통
|
44/100 |
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's Analysis2026년 5월 27일 · Watch |
FY2025 |
| 1082 |
GigaDevice Semiconductor(Beiji
603986 · 상하이
|
$37B |
54/100
보통
|
— |
12.5%low 1.1% |
10 yr+ |
Net cash |
37% |
— |
FY2025 |
| 1083 |
Synnex Corporation
SNX · 미국
|
$20B |
54/100
보통
|
— |
9.8%low 5.0% |
10 yr+ |
0.3× |
8% |
— |
FY2025 |
| 1084 |
Hengtong Optic Electric Co Ltd
600487 · 상하이
|
$16B |
54/100
보통
|
— |
11.9%low 5.3% |
10 yr+ |
Net cash |
16% |
— |
FY2025 |
| 1085 |
Penumbra Inc
PEN · 미국
|
$13B |
54/100
보통
|
— |
3.7%low -3.0% |
3 yr |
Net cash |
65% |
— |
FY2025 |
| 1086 |
King Yuan Electronics Co Ltd
2449 · 대만
|
$12B |
54/100
보통
|
46/100 |
14.2%low 7.3% |
10 yr+ |
0.3× |
31% |
KYEC Deep-Dive Research2026년 6월 14일 · Hold |
FY2025 |
| 1087 |
Sanmina Corporation
SANM · 미국
|
$9.9B |
54/100
보통
|
36/100 |
9.2%low -6.5% |
7 yr |
Net cash |
8% |
Sanmina Corporation2026년 7월 23일 · Hold |
FY2025 |
| 1088 |
Affiliated Managers Group, Inc.
AMG · 미국
|
$9.7B |
54/100
보통
|
— |
12.6%low 0.4% |
10 yr+ |
0.7× |
60% |
— |
FY2025 |
| 1089 |
Tianshan Aluminum Group Co Ltd
002532 · 선전
|
$8.5B |
54/100
보통
|
— |
12.1%low 9.0% |
10 yr+ |
0.1× |
79% |
— |
FY2025 |
| 1090 |
Shandong Hualu Hengsheng Chemical Co Ltd
600426 · 상하이
|
$8.3B |
54/100
보통
|
— |
16.9%low 10.0% |
10 yr+ |
0.2× |
24% |
— |
FY2025 |
| 1091 |
Wolong Electric Group Co Ltd
600580 · 상하이
|
$6.9B |
54/100
보통
|
— |
9.7%low 5.0% |
10 yr+ |
0.2× |
24% |
— |
FY2025 |
| 1092 |
H&R Block Inc
HRB · 미국
|
$5.6B |
54/100
보통
|
— |
52.2%low -10.6% |
5 yr |
15.1× |
44% |
— |
FY2025 |
| 1093 |
Investec PLC
INVP · LSE
|
$5.3B |
54/100
보통
|
— |
13.4%low 5.6% |
10 yr+ |
0.5× |
87% |
— |
FY2026 |
| 1094 |
Zhengzhou Coal Mining Machinery Group Co Ltd
601717 · 상하이
|
$4.0B |
54/100
보통
|
— |
10.8%low 0.6% |
10 yr+ |
Net cash |
21% |
— |
FY2025 |
| 1095 |
Hangzhou EZVIZ Network Co. Ltd. A
688475 · 상하이
|
$3.3B |
54/100
보통
|
— |
17.4%low 6.9% |
6 yr |
— |
39% |
— |
FY2025 |
| 1096 |
Hubei Zhenhua Chemical Co Ltd
603067 · 상하이
|
$3.3B |
54/100
보통
|
— |
12.6%low 7.6% |
10 yr+ |
0.2× |
27% |
— |
FY2025 |
| 1097 |
Shenzhen H&T Intelligent Control Co Ltd
002402 · 선전
|
$2.7B |
54/100
보통
|
— |
11.7%low 7.3% |
10 yr+ |
0.1× |
20% |
— |
FY2025 |
| 1098 |
Hawkins Inc
HWKN · 미국
|
$2.7B |
54/100
보통
|
— |
13.1%low -4.5% |
8 yr |
0.5× |
19% |
— |
FY2026 |
| 1099 |
Gorman-Rupp Company
GRC · 미국
|
$2.1B |
54/100
보통
|
— |
9.6%low 3.4% |
10 yr+ |
0.7× |
27% |
— |
FY2025 |
| 1100 |
EZCORP Inc
EZPW · 미국
|
$1.8B |
54/100
보통
|
— |
2.1%low -13.6% |
5 yr |
0.3× |
59% |
— |
FY2025 |