| 101 |
PayPal Holdings Inc
PYPL · EUA
|
$49B |
84/100
Excepcional
|
16.7%low 9.5% |
10 yr+ |
Net cash |
53% |
— |
FY2025 |
| 102 |
Hershey Co
HSY · EUA
|
$35B |
84/100
Excepcional
|
51.2%low 19.0% |
10 yr+ |
1.0× |
44% |
— |
FY2025 |
| 103 |
Zoetis Inc
ZTS · EUA
|
$32B |
84/100
Excepcional
|
51.4%low 43.5% |
10 yr+ |
2.2× |
67% |
— |
FY2025 |
| 104 |
Texas Pacific Land Corporation
TPL · EUA
|
$28B |
84/100
Excepcional
|
48.7%low 33.0% |
10 yr+ |
Net cash |
93% |
— |
FY2025 |
| 105 |
Hubbell Inc
HUBB · EUA
|
$25B |
84/100
Excepcional
|
20.3%low 14.9% |
10 yr+ |
0.5× |
31% |
— |
FY2025 |
| 106 |
Acuity Brands Inc
AYI · EUA
|
$9.8B |
84/100
Excepcional
|
17.1%low 11.7% |
10 yr+ |
0.2× |
43% |
— |
FY2025 |
| 107 |
Allison Transmission Holdings Inc
ALSN · EUA
|
$9.6B |
84/100
Excepcional
|
49.2%low 19.9% |
10 yr+ |
0.8× |
49% |
— |
FY2025 |
| 108 |
Sally Beauty Holdings Inc
SBH · EUA
|
$1.4B |
84/100
Excepcional
|
44.2%low 24.4% |
10 yr+ |
1.8× |
50% |
— |
FY2025 |
| 109 |
Apple Inc.
AAPL · EUA
|
$4.5T |
83/100
Excepcional
|
54.7%low 35.6% |
10 yr+ |
0.8× |
41% |
— |
FY2025 |
| 110 |
Amphenol Corporation
APH · EUA
|
$198B |
83/100
Excepcional
|
24.6%low 16.1% |
10 yr+ |
0.3× |
33% |
— |
FY2025 |
| 111 |
Intuitive Surgical Inc
ISRG · EUA
|
$127B |
83/100
Excepcional
|
14.1%low 10.9% |
10 yr+ |
Net cash |
68% |
— |
FY2025 |
| 112 |
Stryker Corporation
SYK · EUA
|
$125B |
83/100
Excepcional
|
16.0%low 10.2% |
10 yr+ |
0.5× |
62% |
— |
FY2025 |
| 113 |
Regeneron Pharmaceuticals Inc
REGN · EUA
|
$79B |
83/100
Excepcional
|
22.5%low 14.4% |
10 yr+ |
Net cash |
89% |
— |
FY2025 |
| 114 |
Agilent Technologies Inc
A · EUA
|
$39B |
83/100
Excepcional
|
17.8%low 6.9% |
10 yr+ |
0.2× |
53% |
— |
FY2025 |
| 115 |
PPG Industries Inc
PPG · EUA
|
$25B |
83/100
Excepcional
|
20.9%low 15.6% |
10 yr+ |
— |
41% |
— |
FY2025 |
| 116 |
Expeditors International of Washington, Inc.
EXPD · EUA
|
$22B |
83/100
Excepcional
|
31.9%low 23.4% |
10 yr+ |
Net cash |
13% |
— |
FY2025 |
| 117 |
Lincoln Electric Holdings Inc
LECO · EUA
|
$14B |
83/100
Excepcional
|
33.9%low 26.1% |
10 yr+ |
0.7× |
34% |
— |
FY2025 |
| 118 |
Houlihan Lokey Inc
HLI · EUA
|
$8.8B |
83/100
Excepcional
|
19.2%low 14.8% |
10 yr+ |
Net cash |
43% |
— |
FY2026 |
| 119 |
Western Union Co
WU · EUA
|
$2.0B |
83/100
Excepcional
|
54.3%low 28.1% |
8 yr |
0.0× |
39% |
— |
FY2025 |
| 120 |
Herbalife Nutrition Ltd
HLF · EUA
|
$1.3B |
83/100
Excepcional
|
49.9%‡low 30.9% |
10 yr+ |
— |
79% |
— |
FY2025 |
| 121 |
Kforce Inc.
KFRC · EUA
|
$1.0B |
83/100
Excepcional
|
35.8%low 24.8% |
10 yr+ |
0.6× |
29% |
— |
FY2025 |
| 122 |
Taiwan Semiconductor Manufacturing
TSM · EUA
|
$2.1T |
82/100
Excepcional
|
26.3%low 21.8% |
10 yr+ |
Net cash |
53% |
TSMC: Um Estudo Aprofundado de Investimento em Valor22 de maio de 2026 · Observar |
FY2025 |
| 123 |
Johnson & Johnson
JNJ · EUA
|
$618B |
82/100
Excepcional
|
25.5%low 2.2% |
10 yr+ |
0.3× |
69% |
— |
FY2025 |
| 124 |
Texas Instruments Incorporated
TXN · EUA
|
$252B |
82/100
Excepcional
|
46.2%low 28.4% |
10 yr+ |
0.6× |
63% |
— |
FY2025 |
| 125 |
Fortinet Inc
FTNT · EUA
|
$119B |
82/100
Excepcional
|
38.0%low 3.8% |
10 yr+ |
Net cash |
77% |
— |
FY2025 |
| 126 |
Ferguson Plc
FERG · EUA
|
$48B |
82/100
Excepcional
|
29.7%low 20.3% |
10 yr+ |
0.9× |
30% |
— |
FY2025 |
| 127 |
GE HealthCare Technologies Inc.
GEHC · EUA
|
$31B |
82/100
Excepcional
|
30.2%low 13.5% |
7 yr |
0.5× |
40% |
— |
FY2025 |
| 128 |
IDEX Corporation
IEX · EUA
|
$17B |
82/100
Excepcional
|
16.7%low 12.0% |
10 yr+ |
0.3× |
48% |
— |
FY2025 |
| 129 |
CGI Inc
GIB · EUA
|
$15B |
82/100
Excepcional
|
18.2%low 16.1% |
10 yr+ |
0.4× |
17% |
— |
FY2025 |
| 130 |
RPM International Inc
RPM · EUA
|
$14B |
82/100
Excepcional
|
22.0%low 12.7% |
10 yr+ |
0.8× |
40% |
— |
FY2026 |
| 131 |
Deckers Outdoor Corporation
DECK · EUA
|
$13B |
82/100
Excepcional
|
26.3%low 0.6% |
10 yr+ |
Net cash |
53% |
— |
FY2026 |
| 132 |
NewMarket Corporation
NEU · EUA
|
$7.8B |
82/100
Excepcional
|
35.6%low 23.5% |
10 yr+ |
0.5× |
28% |
— |
FY2025 |
| 133 |
Landstar System Inc
LSTR · EUA
|
$5.9B |
82/100
Excepcional
|
30.3%low 14.5% |
10 yr+ |
Net cash |
20% |
— |
FY2025 |
| 134 |
Trex Company Inc
TREX · EUA
|
$4.5B |
82/100
Excepcional
|
33.1%low 18.4% |
10 yr+ |
0.2× |
40% |
— |
FY2025 |
| 135 |
CSG Systems International Inc
CSGS · EUA
|
$2.3B |
82/100
Excepcional
|
20.0%low 12.4% |
10 yr+ |
1.4× |
48% |
— |
FY2025 |
| 136 |
Ituran Location and Control Ltd
ITRN · EUA
|
$1.1B |
82/100
Excepcional
|
25.7%low 5.3% |
10 yr+ |
Net cash |
49% |
— |
FY2025 |
| 137 |
NVIDIA Corporation
NVDA · EUA
|
$4.9T |
81/100
Excepcional
|
39.9%low 19.8% |
10 yr+ |
Net cash |
64% |
Memorando de Investimento NVIDIA22 de maio de 2026 · Observar |
FY2026 |
| 138 |
Moodys Corporation
MCO · EUA
|
$83B |
81/100
Excepcional
|
57.3%low 46.2% |
10 yr+ |
1.2× |
68% |
— |
FY2025 |
| 139 |
DR Horton Inc
DHI · EUA
|
$40B |
81/100
Excepcional
|
18.9%low 13.0% |
10 yr+ |
0.1× |
25% |
— |
FY2025 |
| 140 |
EMCOR Group Inc
EME · EUA
|
$35B |
81/100
Excepcional
|
19.6%low 6.5% |
10 yr+ |
Net cash |
16% |
— |
FY2025 |
| 141 |
HP Inc
HPQ · EUA
|
$24B |
81/100
Excepcional
|
56.9%‡low 46.4% |
10 yr+ |
— |
20% |
— |
FY2025 |
| 142 |
McCormick & Company Incorporated
MKC · EUA
|
$14B |
81/100
Excepcional
|
18.9%low 12.3% |
10 yr+ |
0.7× |
39% |
— |
FY2025 |
| 143 |
Simpson Manufacturing Company Inc
SSD · EUA
|
$7.8B |
81/100
Excepcional
|
17.2%low 10.4% |
10 yr+ |
0.1× |
46% |
— |
FY2025 |
| 144 |
Lancaster Colony Corporation
LANC · EUA
|
$4.8B |
81/100
Excepcional
|
17.8%low 10.6% |
10 yr+ |
Net cash |
24% |
— |
FY2024 |
| 145 |
The Marzetti Company
MZTI · EUA
|
$2.9B |
81/100
Excepcional
|
17.7%low 10.6% |
10 yr+ |
Net cash |
24% |
— |
FY2025 |
| 146 |
Revolve Group LLC
RVLV · EUA
|
$1.8B |
81/100
Excepcional
|
18.8%low 5.7% |
10 yr+ |
Net cash |
52% |
— |
FY2025 |
| 147 |
Carter’s Inc
CRI · EUA
|
$1.4B |
81/100
Excepcional
|
26.8%low 9.9% |
10 yr+ |
0.8× |
45% |
— |
FY2025 |
| 148 |
Lowe's Companies Inc
LOW · EUA
|
$117B |
80/100
Excepcional
|
35.9%‡low 21.1% |
10 yr+ |
— |
31% |
— |
FY2026 |
| 149 |
Illinois Tool Works Inc
ITW · EUA
|
$83B |
80/100
Excepcional
|
56.5%low 36.8% |
10 yr+ |
2.5× |
42% |
— |
FY2025 |
| 150 |
Best Buy Co. Inc
BBY · EUA
|
$19B |
80/100
Excepcional
|
40.2%low 26.1% |
10 yr+ |
0.8× |
23% |
— |
FY2026 |
| 151 |
Lennox International Inc
LII · EUA
|
$14B |
80/100
Excepcional
|
48.2%‡low 31.7% |
10 yr+ |
1.7× |
30% |
— |
FY2025 |
| 152 |
Watts Water Technologies Inc
WTS · EUA
|
$12B |
80/100
Excepcional
|
14.3%low 8.8% |
10 yr+ |
Net cash |
44% |
— |
FY2025 |
| 153 |
Frontdoor Inc
FTDR · EUA
|
$5.1B |
80/100
Excepcional
|
49.5%low 22.1% |
10 yr+ |
2.7× |
47% |
— |
FY2025 |
| 154 |
Badger Meter Inc
BMI · EUA
|
$3.9B |
80/100
Excepcional
|
15.1%low 9.2% |
10 yr+ |
Net cash |
39% |
— |
FY2025 |
| 155 |
Artisan Partners Asset Management Inc
APAM · EUA
|
$2.8B |
80/100
Excepcional
|
58.6%low 45.9% |
10 yr+ |
0.4× |
49% |
— |
FY2025 |
| 156 |
Turning Point Brands Inc
TPB · EUA
|
$1.4B |
80/100
Excepcional
|
29.1%low 10.4% |
10 yr+ |
0.2× |
50% |
— |
FY2025 |
| 157 |
Bellring Brands LLC
BRBR · EUA
|
$1.4B |
80/100
Excepcional
|
42.5%‡low 19.2% |
10 yr+ |
— |
33% |
— |
FY2025 |
| 158 |
John B Sanfilippo & Son Inc
JBSS · EUA
|
$967M |
80/100
Excepcional
|
18.2%low 12.1% |
10 yr+ |
0.3× |
19% |
— |
FY2025 |