| 101 |
PayPal Holdings Inc
PYPL · EUA
|
$49B |
84/100
Excepcional
|
43/100 |
16.7%low 9.5% |
10 yr+ |
Net cash |
53% |
PayPal Holdings: A Deep-Dive Investment Study22 de maio de 2026 · Cautious Buy |
FY2025 |
| 102 |
Hershey Co
HSY · EUA
|
$35B |
84/100
Excepcional
|
43/100 |
51.2%low 19.0% |
10 yr+ |
1.0× |
44% |
The Hershey Company: A Deep-Dive Value Investing Study27 de maio de 2026 · Watch |
FY2025 |
| 103 |
Zoetis Inc
ZTS · EUA
|
$32B |
84/100
Excepcional
|
47/100 |
51.4%low 43.5% |
10 yr+ |
2.2× |
67% |
Zoetis Long-Term Business Owner Value Analysis28 de maio de 2026 · Cautious Buy |
FY2025 |
| 104 |
Texas Pacific Land Corporation
TPL · EUA
|
$28B |
84/100
Excepcional
|
51/100 |
48.7%low 33.0% |
10 yr+ |
Net cash |
93% |
Texas Pacific Land: A Deep Value Investment Study28 de maio de 2026 · Watch |
FY2025 |
| 105 |
Hubbell Inc
HUBB · EUA
|
$25B |
84/100
Excepcional
|
47/100 |
20.3%low 14.9% |
10 yr+ |
0.5× |
31% |
In-Depth Value Analysis of Hubbell Incorporated29 de maio de 2026 · Watch |
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
|
43/100 |
49.2%low 19.9% |
10 yr+ |
0.8× |
49% |
Allison Transmission: A Reassessment During the Integration Phase28 de maio de 2026 · Hold |
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
|
43/100 |
54.7%low 35.6% |
10 yr+ |
0.8× |
41% |
Apple Inc.: Strip Out the Tariff Refunds and the 50.1% Margin Becomes 48.1%, While 308.91 Dollars Earns Less Than the Ten-Year Treasury1 de agosto de 2026 · Hold |
FY2025 |
| 110 |
Amphenol Corporation
APH · EUA
|
$198B |
83/100
Excepcional
|
37/100 |
24.6%low 16.1% |
10 yr+ |
0.3× |
33% |
Amphenol Long-Term Owner Perspective Research3 de junho de 2026 · Watch |
FY2025 |
| 111 |
Intuitive Surgical Inc
ISRG · EUA
|
$127B |
83/100
Excepcional
|
52/100 |
14.1%low 10.9% |
10 yr+ |
Net cash |
68% |
Intuitive Surgical: A Long-Term Business Owner's Research Report22 de maio de 2026 · Watch |
FY2025 |
| 112 |
Stryker Corporation
SYK · EUA
|
$125B |
83/100
Excepcional
|
49/100 |
16.0%low 10.2% |
10 yr+ |
0.5× |
62% |
Stryker In-Depth Value Investment Research25 de maio de 2026 · Watch |
FY2025 |
| 113 |
Regeneron Pharmaceuticals Inc
REGN · EUA
|
$79B |
83/100
Excepcional
|
48/100 |
22.5%low 14.4% |
10 yr+ |
Net cash |
89% |
Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective22 de maio de 2026 · Watch |
FY2025 |
| 114 |
Agilent Technologies Inc
A · EUA
|
$39B |
83/100
Excepcional
|
44/100 |
17.8%low 6.9% |
10 yr+ |
0.2× |
53% |
Agilent Technologies: A Study from a Long-Term Business Owner's Perspective21 de maio de 2026 · Watch |
FY2025 |
| 115 |
PPG Industries Inc
PPG · EUA
|
$25B |
83/100
Excepcional
|
41/100 |
20.9%low 15.6% |
10 yr+ |
— |
41% |
PPG Industries: A Long-Term Owner-Perspective Investment Analysis29 de maio de 2026 · Watch |
FY2025 |
| 116 |
Expeditors International of Washington, Inc.
EXPD · EUA
|
$22B |
83/100
Excepcional
|
44/100 |
31.9%low 23.4% |
10 yr+ |
Net cash |
13% |
Expeditors International Deep-Dive Value Research29 de maio de 2026 · Watch |
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
|
41/100 |
19.2%low 14.8% |
10 yr+ |
Net cash |
43% |
Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant19 de agosto de 2026 · Hold |
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
|
31/100 |
49.9%‡low 30.9% |
10 yr+ |
— |
79% |
Herbalife Ltd.: Real Volume Growth, Concentrated in India, on a Leveraged Balance Sheet4 de setembro de 2026 · Watch |
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
|
57/100 |
26.3%low 21.8% |
10 yr+ |
Net cash |
53% |
TSMC: Earnings Have Outrun the Share Price to a 28.1x Trailing Multiple, but a Limit-Up Close at NT$2,425 Leaves Only a Limited Margin of Safety31 de julho de 2026 · Hold |
FY2025 |
| 123 |
Johnson & Johnson
JNJ · EUA
|
$618B |
82/100
Excepcional
|
48/100 |
25.5%low 2.2% |
10 yr+ |
0.3× |
69% |
Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap25 de maio de 2026 · Watch |
FY2025 |
| 124 |
Texas Instruments Incorporated
TXN · EUA
|
$252B |
82/100
Excepcional
|
49/100 |
46.2%low 28.4% |
10 yr+ |
0.6× |
63% |
Texas Instruments Analog and Embedded Processors Research23 de maio de 2026 · Watch |
FY2025 |
| 125 |
Fortinet Inc
FTNT · EUA
|
$119B |
82/100
Excepcional
|
55/100 |
38.0%low 3.8% |
10 yr+ |
Net cash |
77% |
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens22 de maio de 2026 · Watch |
FY2025 |
| 126 |
Ferguson Plc
FERG · EUA
|
$48B |
82/100
Excepcional
|
43/100 |
29.7%low 20.3% |
10 yr+ |
0.9× |
30% |
Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries16 de agosto de 2026 · Hold |
FY2025 |
| 127 |
GE HealthCare Technologies Inc.
GEHC · EUA
|
$31B |
82/100
Excepcional
|
43/100 |
30.2%low 13.5% |
7 yr |
0.5× |
40% |
GE HealthCare Technologies: A Deep Value Investment Analysis22 de maio de 2026 · Watch |
FY2025 |
| 128 |
IDEX Corporation
IEX · EUA
|
$17B |
82/100
Excepcional
|
44/100 |
16.7%low 12.0% |
10 yr+ |
0.3× |
48% |
IDEX Corporation Deep Value Investment Research30 de maio de 2026 · Watch |
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
|
43/100 |
22.0%low 12.7% |
10 yr+ |
0.8× |
40% |
RPM International Inc.26 de julho de 2026 · Hold |
FY2026 |
| 131 |
Deckers Outdoor Corporation
DECK · EUA
|
$13B |
82/100
Excepcional
|
47/100 |
26.3%low 0.6% |
10 yr+ |
Net cash |
53% |
Deckers In-Depth Value Investment Research30 de maio de 2026 · Cautious Buy |
FY2026 |
| 132 |
NewMarket Corporation
NEU · EUA
|
$7.8B |
82/100
Excepcional
|
45/100 |
35.6%low 23.5% |
10 yr+ |
0.5× |
28% |
NewMarket Corporation: The Cash Cow, the Rocket-Propellant Option, and What the Market Now Prices19 de agosto de 2026 · Hold |
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
|
66/100 |
39.9%low 19.8% |
10 yr+ |
Net cash |
64% |
NVIDIA: Demand Has Broadened Beyond the Hyperscalers, but Its Funding Base Has Not, and 197 USD Already Prices Continued Excellence29 de julho de 2026 · Hold |
FY2026 |
| 138 |
Moodys Corporation
MCO · EUA
|
$83B |
81/100
Excepcional
|
47/100 |
57.3%low 46.2% |
10 yr+ |
1.2× |
68% |
Moody's from a Long-Term Owner's Perspective26 de maio de 2026 · Watch |
FY2025 |
| 139 |
DR Horton Inc
DHI · EUA
|
$40B |
81/100
Excepcional
|
41/100 |
18.9%low 13.0% |
10 yr+ |
0.1× |
25% |
D.R. Horton Deep-Dive Value Investing Research27 de maio de 2026 · Watch |
FY2025 |
| 140 |
EMCOR Group Inc
EME · EUA
|
$35B |
81/100
Excepcional
|
43/100 |
19.6%low 6.5% |
10 yr+ |
Net cash |
16% |
EMCOR Group: A Value-Investing Deep Dive27 de maio de 2026 · Watch |
FY2025 |
| 141 |
HP Inc
HPQ · EUA
|
$24B |
81/100
Excepcional
|
33/100 |
56.9%‡low 46.4% |
10 yr+ |
— |
20% |
HP Inc.: A Value-Investing Deep Dive29 de maio de 2026 · Watch |
FY2025 |
| 142 |
McCormick & Company Incorporated
MKC · EUA
|
$14B |
81/100
Excepcional
|
42/100 |
18.9%low 12.3% |
10 yr+ |
0.7× |
39% |
McCormick Deep Value Investment Research30 de maio de 2026 · Watch |
FY2025 |
| 143 |
Simpson Manufacturing Company Inc
SSD · EUA
|
$7.8B |
81/100
Excepcional
|
44/100 |
17.2%low 10.4% |
10 yr+ |
0.1× |
46% |
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17%19 de agosto de 2026 · Hold |
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
|
42/100 |
18.8%low 5.7% |
10 yr+ |
Net cash |
52% |
Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income13 de setembro de 2026 · Watch |
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
|
41/100 |
35.9%‡low 21.1% |
10 yr+ |
— |
31% |
Lowe's: A Long-Term Owner's Perspective25 de maio de 2026 · Watch |
FY2026 |
| 149 |
Illinois Tool Works Inc
ITW · EUA
|
$83B |
80/100
Excepcional
|
44/100 |
56.5%low 36.8% |
10 yr+ |
2.5× |
42% |
Illinois Tool Works: A Value Investing Deep Dive26 de maio de 2026 · Watch |
FY2025 |
| 150 |
Best Buy Co. Inc
BBY · EUA
|
$19B |
80/100
Excepcional
|
34/100 |
40.2%low 26.1% |
10 yr+ |
0.8× |
23% |
Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner23 de maio de 2026 · Watch |
FY2026 |
| 151 |
Lennox International Inc
LII · EUA
|
$14B |
80/100
Excepcional
|
43/100 |
48.2%‡low 31.7% |
10 yr+ |
1.7× |
30% |
Lennox International Deep Value Investment Research30 de maio de 2026 · Watch |
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 |
| 159 |
The Coca-Cola Company
KO · EUA
|
$377B |
79/100
Forte
|
47/100 |
36.8%low 7.3% |
10 yr+ |
1.0× |
61% |
Coca-Cola Deep Value Investment Research25 de maio de 2026 · Watch |
FY2025 |
| 160 |
Sherwin-Williams Co
SHW · EUA
|
$83B |
79/100
Forte
|
44/100 |
52.8%low 29.7% |
10 yr+ |
2.8× |
46% |
The Sherwin-Williams Company: A Long-Term Owner's Perspective26 de maio de 2026 · Watch |
FY2025 |
| 161 |
Transdigm Group Incorporated
TDG · EUA
|
$70B |
79/100
Forte
|
40/100 |
18.7%‡low 14.4% |
10 yr+ |
— |
55% |
TransDigm Group: A Deep Value Investing Study26 de maio de 2026 · Watch |
FY2025 |
| 162 |
Old Dominion Freight Line Inc
ODFL · EUA
|
$44B |
79/100
Forte
|
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 Perspective22 de maio de 2026 · Watch |
FY2025 |
| 163 |
Thomson Reuters Corporation Common Shares
TRI · EUA
|
$43B |
79/100
Forte
|
47/100 |
21.3%low 10.7% |
10 yr+ |
0.1× |
78% |
Thomson Reuters: A Long-Term Owner's Perspective23 de maio de 2026 · Watch |
FY2025 |
| 164 |
Otis Worldwide Corp
OTIS · EUA
|
$27B |
79/100
Forte
|
43/100 |
60.0%‡low 60.0% |
9 yr |
— |
29% |
Otis Worldwide Corporation: A Deep Value Study28 de maio de 2026 · Watch |
FY2025 |
| 165 |
Verisk Analytics Inc
VRSK · EUA
|
$26B |
79/100
Forte
|
46/100 |
40.7%low 19.9% |
10 yr+ |
9.3× |
65% |
Verisk Analytics Research from a Long-Term Owner's Perspective23 de maio de 2026 · Watch |
FY2025 |
| 166 |
Cirrus Logic Inc
CRUS · EUA
|
$6.5B |
79/100
Forte
|
— |
15.6%low 7.9% |
10 yr+ |
Net cash |
51% |
— |
FY2026 |
| 167 |
LeMaitre Vascular Inc
LMAT · EUA
|
$2.3B |
79/100
Forte
|
— |
12.6%low 7.7% |
10 yr+ |
Net cash |
68% |
— |
FY2025 |
| 168 |
Dorchester Minerals LP
DMLP · EUA
|
$1.3B |
79/100
Forte
|
— |
40.0%low 18.5% |
10 yr+ |
Net cash |
71% |
— |
FY2025 |
| 169 |
The Home Depot Inc
HD · EUA
|
$337B |
78/100
Forte
|
45/100 |
60.0%low 60.0% |
10 yr+ |
5.0× |
34% |
The Home Depot: A Value Investing Deep Dive25 de maio de 2026 · Watch |
FY2026 |
| 170 |
BlackRock Inc
BLK · EUA
|
$172B |
78/100
Forte
|
49/100 |
13.2%low 9.9% |
10 yr+ |
0.0× |
50% |
BlackRock In-Depth Value Investment Research24 de maio de 2026 · Watch |
FY2025 |
| 171 |
Parker-Hannifin Corporation
PH · EUA
|
$123B |
78/100
Forte
|
45/100 |
20.4%low 14.9% |
10 yr+ |
0.7× |
28% |
Parker-Hannifin: A Long-Term Owner's Perspective25 de maio de 2026 · Watch |
FY2025 |
| 172 |
American Tower Corp
AMT · EUA
|
$81B |
78/100
Forte
|
45/100 |
37.3%low 14.1% |
10 yr+ |
11.9× |
72% |
American Tower: Long-Term Value Study of a Communications-Tower REIT23 de maio de 2026 · Watch |
FY2025 |
| 173 |
Motorola Solutions Inc
MSI · EUA
|
$72B |
78/100
Forte
|
46/100 |
40.0%‡low 27.9% |
8 yr |
3.6× |
49% |
Motorola Solutions Deep Value Investment Analysis26 de maio de 2026 · Watch |
FY2025 |
| 174 |
Target Corporation
TGT · EUA
|
$66B |
78/100
Forte
|
36/100 |
29.4%low 22.9% |
10 yr+ |
0.9× |
29% |
— |
FY2026 |
| 175 |
Public Storage
PSA · EUA
|
$61B |
78/100
Forte
|
45/100 |
20.8%low 15.4% |
10 yr+ |
1.1× |
68% |
Public Storage: An In-Depth Value-Investing Analysis27 de maio de 2026 · Watch |
FY2025 |
| 176 |
Heico Corporation
HEI · EUA
|
$50B |
78/100
Forte
|
53/100 |
15.7%low 12.8% |
10 yr+ |
0.5× |
41% |
HEICO Corporation: Pesquisa Aprofundada15 de junho de 2026 · Manter |
FY2025 |
| 177 |
Yum! Brands Inc
YUM · EUA
|
$42B |
78/100
Forte
|
44/100 |
59.1%‡low 51.7% |
10 yr+ |
— |
47% |
Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective27 de maio de 2026 · Watch |
FY2025 |
| 178 |
Curtiss-Wright Corporation
CW · EUA
|
$27B |
78/100
Forte
|
42/100 |
15.5%low 11.3% |
10 yr+ |
0.4× |
37% |
Curtiss-Wright Research from a Long-Term Owner's Perspective3 de junho de 2026 · Watch |
FY2025 |
| 179 |
Fair Isaac Corporation
FICO · EUA
|
$24B |
78/100
Forte
|
48/100 |
39.6%‡low 18.2% |
10 yr+ |
— |
75% |
Fair Isaac: A Long-Term Owner's View28 de maio de 2026 · Watch |
FY2025 |
| 180 |
Broadridge Financial Solutions Inc
BR · EUA
|
$18B |
78/100
Forte
|
43/100 |
32.8%low 28.1% |
10 yr+ |
1.1× |
29% |
Broadridge Financial Solutions Deep-Dive Value Investing Analysis24 de maio de 2026 · Watch |
FY2025 |
| 181 |
Joint Stock Company Kaspi.kz
KSPI · EUA
|
$17B |
78/100
Forte
|
53/100 |
57.4%low 41.7% |
7 yr |
Net cash |
74% |
Kaspi.kz: A Deep-Value Investment Study18 de maio de 2026 · Watch |
FY2025 |
| 182 |
Masco Corporation
MAS · EUA
|
$14B |
78/100
Forte
|
40/100 |
60.0%low 60.0% |
10 yr+ |
34.2× |
34% |
Masco Deep Value Investment Research30 de maio de 2026 · Watch |
FY2025 |
| 183 |
Avery Dennison Corp
AVY · EUA
|
$13B |
78/100
Forte
|
41/100 |
33.3%low 23.6% |
10 yr+ |
1.6× |
28% |
Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive23 de maio de 2026 · Watch |
FY2025 |
| 184 |
Crane Company
CR · EUA
|
$12B |
78/100
Forte
|
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 Cushion6 de agosto de 2026 · Hold |
FY2025 |
| 185 |
Domino's Pizza Inc Common Stock
DPZ · EUA
|
$11B |
78/100
Forte
|
43/100 |
60.0%‡low 60.0% |
10 yr+ |
— |
37% |
Domino's Pizza Deep Value Investment Research31 de maio de 2026 · Watch |
FY2025 |
| 186 |
Sprouts Farmers Market LLC
SFM · EUA
|
$8.1B |
78/100
Forte
|
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 Earnings16 de setembro de 2026 · Cautious Buy |
FY2025 |
| 187 |
Pool Corporation
POOL · EUA
|
$6.7B |
78/100
Forte
|
44/100 |
52.6%low 34.1% |
10 yr+ |
1.2× |
30% |
Pool Corporation Value Investment Deep-Dive Report31 de maio de 2026 · Watch |
FY2025 |
| 188 |
Installed Building Products Inc
IBP · EUA
|
$6.0B |
78/100
Forte
|
— |
31.6%low 19.5% |
10 yr+ |
1.0× |
31% |
— |
FY2025 |
| 189 |
Amdocs Ltd
DOX · EUA
|
$5.9B |
78/100
Forte
|
— |
14.3%low 10.3% |
10 yr+ |
0.1× |
35% |
— |
FY2025 |
| 190 |
Doximity Inc
DOCS · EUA
|
$3.8B |
78/100
Forte
|
— |
27.9%low 11.7% |
8 yr |
Net cash |
88% |
— |
FY2026 |
| 191 |
Academy Sports Outdoors Inc
ASO · EUA
|
$2.9B |
78/100
Forte
|
— |
33.8%low 17.4% |
9 yr |
0.7× |
32% |
— |
FY2026 |
| 192 |
SAP SE ADR
SAP · EUA
|
$231B |
77/100
Forte
|
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 Possibility26 de junho de 2026 · Hold |
FY2025 |
| 193 |
Union Pacific Corporation
UNP · EUA
|
$174B |
77/100
Forte
|
43/100 |
38.3%low 21.2% |
10 yr+ |
1.6× |
46% |
Union Pacific: A Long-Term Owner's Perspective25 de maio de 2026 · Watch |
FY2025 |
| 194 |
Emerson Electric Company
EMR · EUA
|
$84B |
77/100
Forte
|
47/100 |
25.0%low 9.1% |
10 yr+ |
0.6× |
45% |
Emerson Electric: A Long-Term Owner's View26 de maio de 2026 · Watch |
FY2025 |
| 195 |
Ametek Inc
AME · EUA
|
$55B |
77/100
Forte
|
45/100 |
15.6%low 13.9% |
10 yr+ |
0.2× |
41% |
AMETEK Precision Instruments and Industrial Technology Research23 de maio de 2026 · Watch |
FY2025 |
| 196 |
Kimberly-Clark Corporation
KMB · EUA
|
$36B |
77/100
Forte
|
38/100 |
60.0%low 60.0% |
10 yr+ |
4.4× |
34% |
— |
FY2025 |
| 197 |
Raymond James Financial Inc.
RJF · EUA
|
$34B |
77/100
Forte
|
43/100 |
14.7%low 10.8% |
10 yr+ |
Net cash |
95% |
Raymond James: A Long-Term Study of a Diversified Financial-Services Platform28 de maio de 2026 · Watch |
FY2025 |
| 198 |
Dollar General Corporation
DG · EUA
|
$28B |
77/100
Forte
|
38/100 |
27.8%low 15.2% |
10 yr+ |
1.7× |
31% |
— |
FY2026 |
| 199 |
Synchrony Financial
SYF · EUA
|
$25B |
77/100
Forte
|
38/100 |
19.7%low 10.9% |
10 yr+ |
Net cash |
55% |
— |
FY2025 |
| 200 |
UL Solutions Inc.
ULS · EUA
|
$18B |
77/100
Forte
|
— |
24.9%low 9.7% |
7 yr |
0.4× |
47% |
— |
FY2025 |