| 1 |
AJ Bell plc
AJB · LSE
|
$2.9B |
97/100
Элита
|
49/100 |
35.9%low 24.8% |
10 yr+ |
Net cash |
100% |
AJ Bell: Reconstructed FY2025 Client-Cash Interest of £136.5m Nearly Equals £137.8m Group PBT, H1 Revenue Margin Expanded to 33.4 Basis Points Instead of Compressing, and £6.18 Leaves No Margin of Safety16 августа 2026 г. · Hold |
FY2025 |
| 2 |
Federated Investors Inc B
FHI · США
|
$4.6B |
96/100
Элита
|
40/100 |
28.6%low 22.9% |
10 yr+ |
Net cash |
68% |
Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next Zero16 августа 2026 г. · Hold |
FY2025 |
| 3 |
Paycom Software, Inc.
PAYC · США
|
$7.6B |
95/100
Элита
|
47/100 |
28.8%low 21.9% |
10 yr+ |
Net cash |
84% |
Paycom Software: Has Automation Repaired the Growth Engine, and Is That Already Priced?7 августа 2026 г. · Hold |
FY2025 |
| 4 |
WD-40 Company
WDFC · США
|
$3.0B |
95/100
Элита
|
43/100 |
36.0%low 30.2% |
10 yr+ |
0.1× |
54% |
WD-40 Company: A Seven-Decade Brand, a Borrowed Quarter, and No Margin of Safety17 августа 2026 г. · Hold |
FY2025 |
| 5 |
National Beverage Corp
FIZZ · США
|
$3.0B |
95/100
Элита
|
39/100 |
41.0%low 28.7% |
10 yr+ |
Net cash |
37% |
National Beverage: A Cash-Rich LaCroix Franchise Where Price, Not Volume, Carried the Year17 августа 2026 г. · Hold |
FY2026 |
| 6 |
Games Workshop Group PLC
GAW · LSE
|
$8.0B |
94/100
Элита
|
42/100 |
57.4%low 48.6% |
10 yr+ |
Net cash |
70% |
Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence26 июня 2026 г. · Hold |
FY2026 |
| 7 |
Exponent Inc
EXPO · США
|
$3.2B |
94/100
Элита
|
46/100 |
26.7%low 22.8% |
10 yr+ |
Net cash |
60% |
Exponent: A PhD-Dense Expert Franchise Whose Reacceleration Is Real but Already Priced17 августа 2026 г. · Hold |
FY2025 |
| 8 |
FactSet Research Systems Inc
FDS · США
|
$9.4B |
92/100
Элита
|
45/100 |
40.4%low 27.3% |
10 yr+ |
0.6× |
53% |
FactSet Research Systems Deep Value Investment Research31 мая 2026 г. · Cautious Buy |
FY2025 |
| 9 |
Smith AO Corporation
AOS · США
|
$8.2B |
91/100
Элита
|
41/100 |
23.4%low 13.5% |
10 yr+ |
Net cash |
39% |
A. O. Smith Water Heaters & Water Treatment Deep Dive23 мая 2026 г. · Watch |
FY2025 |
| 10 |
Robert Half International Inc
RHI · США
|
$3.8B |
88/100
Элита
|
33/100 |
30.4%low 10.4% |
10 yr+ |
Net cash |
41% |
Robert Half: Staffing Turned, Protiviti Collapsed to a 2.1% Margin, and 43.22 USD Leaves No Margin of Safety15 августа 2026 г. · Hold |
FY2025 |
| 11 |
Xiamen Faratronic Co Ltd
600563 · Шанхай
|
$4.3B |
86/100
Элита
|
41/100 |
20.2%low 17.3% |
10 yr+ |
Net cash |
39% |
Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band13 сентября 2026 г. · Hold |
FY2025 |
| 12 |
Allison Transmission Holdings Inc
ALSN · США
|
$9.6B |
84/100
Элита
|
43/100 |
49.2%low 19.9% |
10 yr+ |
0.8× |
49% |
Allison Transmission: A Reassessment During the Integration Phase28 мая 2026 г. · Hold |
FY2025 |
| 13 |
Houlihan Lokey Inc
HLI · США
|
$8.8B |
83/100
Элита
|
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 августа 2026 г. · Hold |
FY2026 |
| 14 |
Lao Feng Xiang Co Ltd A
600612 · Шанхай
|
$2.6B |
83/100
Элита
|
33/100 |
18.4%low 11.6% |
10 yr+ |
Net cash |
8% |
Lao Feng Xiang: 499 Franchise Closures and a 10.6% Jewellery Gross Margin, While the Shares at CNY 34.87 Sit 9% Above the CNY 31.9 Conservative Value9 августа 2026 г. · Hold |
FY2025 |
| 15 |
Shandong Himile Mechanical Science & Technology Co Ltd
002595 · Шэньчжэнь
|
$8.5B |
82/100
Элита
|
47/100 |
18.1%low 16.2% |
10 yr+ |
Net cash |
33% |
Himile: A 40%-Margin Tire-Mould Franchise Is Funding Two Adjacencies That Have Not Yet Earned Their Keep19 августа 2026 г. · Hold |
FY2025 |
| 16 |
NewMarket Corporation
NEU · США
|
$7.8B |
82/100
Элита
|
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 августа 2026 г. · Hold |
FY2025 |
| 17 |
Andritz AG
ANDR · VI
|
$8.6B |
81/100
Элита
|
45/100 |
19.2%low 10.6% |
10 yr+ |
— |
49% |
ANDRITZ: Service Reached 46% of Revenue, but the Record Backlog Is Hydro-Heavy and Margin-Dilutive19 августа 2026 г. · Hold |
FY2025 |
| 18 |
Simpson Manufacturing Company Inc
SSD · США
|
$7.8B |
81/100
Элита
|
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 августа 2026 г. · Hold |
FY2025 |
| 19 |
Hongfa Technology Co Ltd
600885 · Шанхай
|
$7.7B |
79/100
Сильный
|
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 Floor16 сентября 2026 г. · Hold |
FY2025 |
| 20 |
Shenzhou International Group Holdings Ltd
2313 · Гонконг
|
$8.6B |
78/100
Сильный
|
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$36.581 сентября 2026 г. · Hold |
FY2025 |
| 21 |
Sprouts Farmers Market LLC
SFM · США
|
$8.1B |
78/100
Сильный
|
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 сентября 2026 г. · Cautious Buy |
FY2025 |
| 22 |
Pool Corporation
POOL · США
|
$6.7B |
78/100
Сильный
|
44/100 |
52.6%low 34.1% |
10 yr+ |
1.2× |
30% |
Pool Corporation Value Investment Deep-Dive Report31 мая 2026 г. · Watch |
FY2025 |
| 23 |
Zhejiang CFMoto Power Co Ltd
603129 · Шанхай
|
$6.6B |
78/100
Сильный
|
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 Safety17 сентября 2026 г. · Hold |
FY2025 |
| 24 |
Tingyi
0322 · Гонконг
|
$8.6B |
77/100
Сильный
|
33/100 |
18.3%low 6.8% |
10 yr+ |
0.1× |
31% |
Tingyi: A Mature Cash Cow Whose Profit Growth Comes From Margin, Not Sales25 августа 2026 г. · Hold |
FY2025 |
| 25 |
Trade Desk Inc
TTD · США
|
$8.5B |
76/100
Сильный
|
45/100 |
14.8%low 2.5% |
10 yr+ |
Net cash |
79% |
The Trade Desk: A Long-Term Owner's Deep-Dive31 мая 2026 г. · Watch |
FY2025 |
| 26 |
Booz Allen Hamilton Holding
BAH · США
|
$8.4B |
76/100
Сильный
|
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 Value1 августа 2026 г. · Hold |
FY2026 |
| 27 |
Zhejiang Dingli Mach Co Ltd
603338 · Шанхай
|
$4.2B |
76/100
Сильный
|
44/100 |
17.3%low 12.9% |
10 yr+ |
Net cash |
37% |
Zhejiang Dingli: H1 Revenue Grew 24.9% and Its 20.6% EU Duty Beats Rivals at 35–49%, but Cash Conversion Fell to 0.32x and CNY 53.87 Sits 28% Above the CNY 42 Conservative Value Ahead of Final U.S. Duty Rulings18 сентября 2026 г. · Watch |
FY2025 |
| 28 |
Nice Ltd ADR
NICE · США
|
$5.8B |
75/100
Сильный
|
49/100 |
9.4%low 7.1% |
10 yr+ |
Net cash |
67% |
NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It Substitutes22 июля 2026 г. · Watch |
FY2025 |
| 29 |
Li Ning Co Ltd
2331 · Гонконг
|
$4.9B |
75/100
Сильный
|
43/100 |
15.0%low 10.2% |
10 yr+ |
Net cash |
49% |
Li Ning Company: 11 Times Trailing Earnings and Almost RMB20 Billion of Net Cash, Against a Q2 2026 Sell-Through Reversal8 августа 2026 г. · Hold |
FY2025 |
| 30 |
Campbell’s Co
CPB · США
|
$6.6B |
74/100
Сильный
|
33/100 |
29.8%low 14.9% |
10 yr+ |
1.8× |
34% |
The Campbell's Company: A Value-Investing Deep Dive31 мая 2026 г. · Watch |
FY2025 |
| 31 |
JD Sports Fashion PLC
JD · LSE
|
$5.4B |
74/100
Сильный
|
37/100 |
20.6%low 6.7% |
10 yr+ |
0.9× |
48% |
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control2 сентября 2026 г. · Watch |
FY2026 |
| 32 |
Federal Signal Corporation
FSS · США
|
$7.6B |
73/100
Сильный
|
42/100 |
15.2%low 11.1% |
10 yr+ |
0.4× |
26% |
Federal Signal Corporation: 70% of Q2's Incremental Sales Came From Acquisitions, Organic Growth Was 6%, and 115.33 USD Sits 9% Above the 106 USD Conservative Ceiling17 сентября 2026 г. · Hold |
FY2025 |
| 33 |
EPAM Systems Inc
EPAM · США
|
$5.5B |
73/100
Сильный
|
30/100 |
14.0%low 7.5% |
10 yr+ |
Net cash |
33% |
EPAM Systems: A Value Investing Deep Dive31 мая 2026 г. · Cautious Buy |
FY2025 |
| 34 |
FTI Consulting Inc
FCN · США
|
$4.4B |
72/100
Сильный
|
39/100 |
12.8%low 7.1% |
10 yr+ |
0.2× |
33% |
FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed Buybacks19 августа 2026 г. · Hold |
FY2025 |
| 35 |
Hundsun Technologies Inc
600570 · Шанхай
|
$6.1B |
71/100
Сильный
|
41/100 |
18.1%low 0.8% |
10 yr+ |
Net cash |
82% |
Hundsun Technologies: 2026 H1 Revenue Fell 11.6% While Profit Rose 0.69%, Associates Supplied CNY106.3m of Q1 Investment Income, and CNY22.12 Leaves No Conservative Margin of Safety16 августа 2026 г. · Hold |
FY2025 |
| 36 |
AptarGroup Inc
ATR · США
|
$8.5B |
70/100
Сильный
|
38/100 |
14.1%low 11.6% |
10 yr+ |
0.4× |
35% |
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion26 августа 2026 г. · Hold |
FY2025 |
| 37 |
Zhejiang Dahua Technology Co Ltd
002236 · Шэньчжэнь
|
$7.7B |
70/100
Сильный
|
41/100 |
16.8%low 8.1% |
10 yr+ |
Net cash |
45% |
Dahua: 10% H1 Growth and a 43% Gross Margin Are Real, but CNY 15.72 Sits Above Conservative Value While FCC Component Rules and a CNY 8.568bn Inventory Build Leave No Margin of Safety17 сентября 2026 г. · Hold |
FY2025 |
| 38 |
Valmet Oyj
VALMT · HE
|
$5.2B |
70/100
Сильный
|
41/100 |
15.0%low 9.3% |
10 yr+ |
0.3× |
24% |
Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly Priced2 сентября 2026 г. · Hold |
FY2025 |
| 39 |
Science Applications International Corporation Common Stock
SAIC · США
|
$5.0B |
70/100
Сильный
|
31/100 |
24.3%low 9.1% |
10 yr+ |
1.7× |
11% |
SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative Value26 августа 2026 г. · Hold |
FY2026 |
| 40 |
Auras Technology Co Ltd
3324 · TWO
|
$3.3B |
70/100
Сильный
|
50/100 |
21.2%low 10.1% |
10 yr+ |
Net cash |
20% |
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling Stack20 июня 2026 г. · Hold |
FY2025 |
| 41 |
InterDigital Inc
IDCC · США
|
$7.9B |
69/100
Сильный
|
38/100 |
21.2%low 2.7% |
10 yr+ |
Net cash |
74% |
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling16 сентября 2026 г. · Hold |
FY2025 |
| 42 |
MSA Safety
MSA · США
|
$7.3B |
69/100
Сильный
|
44/100 |
14.7%low 2.6% |
10 yr+ |
0.3× |
45% |
MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy Ceiling17 сентября 2026 г. · Hold |
FY2025 |
| 43 |
Valmont Industries Inc
VMI · США
|
$9.4B |
68/100
Сильный
|
41/100 |
14.7%low 8.9% |
10 yr+ |
0.5× |
27% |
Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of Safety18 сентября 2026 г. · Hold |
FY2025 |
| 44 |
Sunny Optical Technology Group Co Ltd
2382 · Гонконг
|
$7.7B |
68/100
Сильный
|
47/100 |
22.0%low 4.9% |
10 yr+ |
Net cash |
20% |
Sunny Optical: Other Products Supply a Third of Gross Profit on 18.4% of Revenue, but Handset Margin at 12.3% Leaves No Safety Margin at HKD 62.6027 августа 2026 г. · Watch |
FY2025 |
| 45 |
AutoNation Inc
AN · США
|
$7.1B |
68/100
Сильный
|
39/100 |
29.7%low 11.8% |
10 yr+ |
4.3× |
17% |
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety1 сентября 2026 г. · Hold |
FY2025 |
| 46 |
ENN Energy Holdings Ltd
2688 · Гонконг
|
$6.7B |
68/100
Сильный
|
39/100 |
16.5%low 12.3% |
10 yr+ |
0.2× |
15% |
ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling16 сентября 2026 г. · Cautious Buy |
FY2025 |
| 47 |
Zhengzhou Yutong Bus Co Ltd
600066 · Шанхай
|
$10.0B |
67/100
Сильный
|
42/100 |
16.7%low 3.4% |
10 yr+ |
Net cash |
23% |
Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value27 августа 2026 г. · Hold |
FY2025 |
| 48 |
Shenzhen Envicool Technology Co Ltd
002837 · Шэньчжэнь
|
$8.3B |
66/100
Сильный
|
47/100 |
12.9%low 10.0% |
10 yr+ |
Net cash |
32% |
Углублённое исследование Envicool14 июня 2026 г. · Наблюдать |
FY2025 |
| 49 |
Timken Company
TKR · США
|
$9.6B |
65/100
Сильный
|
38/100 |
14.8%low 9.1% |
10 yr+ |
0.6× |
36% |
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished8 июля 2026 г. · Hold |
FY2025 |
| 50 |
Powertech Technology Inc
6239 · Тайвань
|
$7.9B |
62/100
Средний
|
40/100 |
14.3%low 9.8% |
10 yr+ |
0.3× |
20% |
Powertech Technology Deep-Dive Research11 июня 2026 г. · Watch |
FY2025 |
| 51 |
MYR Group Inc
MYRG · США
|
$5.2B |
61/100
Средний
|
44/100 |
11.7%low 5.0% |
10 yr+ |
Net cash |
11% |
MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings8 августа 2026 г. · Hold |
FY2025 |
| 52 |
Inventec Corp
2356 · Тайвань
|
$9.6B |
59/100
Средний
|
40/100 |
11.1%low 10.0% |
10 yr+ |
0.4× |
5% |
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins21 июня 2026 г. · Hold |
FY2025 |
| 53 |
Red Avenue New Materials Group Co Ltd
603650 · Шанхай
|
$4.7B |
58/100
Средний
|
45/100 |
16.5%low 9.8% |
10 yr+ |
0.4× |
29% |
Tongcheng New Material: A Long-Term Business Owner's Study20 мая 2026 г. · Watch |
FY2025 |
| 54 |
Henan Pinggao Electric Co Ltd
600312 · Шанхай
|
$3.7B |
58/100
Средний
|
34/100 |
5.9%low 0.8% |
10 yr+ |
Net cash |
18% |
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet Revenue4 июля 2026 г. · Hold |
FY2025 |
| 55 |
Stonex Group Inc
SNEX · США
|
$9.3B |
57/100
Средний
|
43/100 |
19.0%low 1.4% |
10 yr+ |
7.1× |
1% |
StoneX Group: Two 3-for-2 Splits in One Fiscal Year Break the EPS Series, RJO Lifts Q3 Net Income 102%, and 200bp of Rate Cuts Would Take $0.76 Off $4.19 Trailing EPS16 сентября 2026 г. · Hold |
FY2025 |
| 56 |
Anji Microelectronics Tech Co Ltd
688019 · Шанхай
|
$7.6B |
57/100
Средний
|
52/100 |
15.4%low 7.4% |
10 yr+ |
Net cash |
58% |
Anji Microelectronics: A High-Quality Compounder, but a Better Company Than Stock29 июня 2026 г. · Watch |
FY2025 |
| 57 |
Brinks Company
BCO · США
|
$4.9B |
57/100
Средний
|
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 Atleos18 сентября 2026 г. · Watch |
FY2025 |
| 58 |
Ningbo Orient Wires and Cables Co Ltd
603606 · Шанхай
|
$4.8B |
56/100
Средний
|
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 Conversion17 июля 2026 г. · Watch |
FY2025 |
| 59 |
Vicor Corporation
VICR · США
|
$9.6B |
55/100
Средний
|
45/100 |
7.1%low -4.8% |
9 yr |
Net cash |
48% |
Vicor: A Real Power-Delivery Specialist, Already Priced For AI's Promise14 июля 2026 г. · Watch |
FY2025 |
| 60 |
Sanmina Corporation
SANM · США
|
$9.9B |
54/100
Средний
|
36/100 |
9.2%low -6.5% |
7 yr |
Net cash |
8% |
Sanmina Corporation23 июля 2026 г. · Hold |
FY2025 |
| 61 |
FormFactor Inc
FORM · США
|
$8.3B |
53/100
Средний
|
39/100 |
8.0%low -1.6% |
9 yr |
Net cash |
39% |
FormFactor (FORM.US) Buffett Framework Deep-Dive Research9 июня 2026 г. · Watch |
FY2025 |
| 62 |
Western Superconducting Tech Co Ltd
688122 · Шанхай
|
$4.8B |
50/100
Средний
|
43/100 |
10.9%low 6.2% |
10 yr+ |
Net cash |
33% |
Western Superconducting: A Long-Term Enterprise Value Analysis21 мая 2026 г. · Watch |
FY2025 |
| 63 |
WuXi XDC Cayman Inc
2268 · Гонконг
|
$8.8B |
48/100
Слабоватый
|
48/100 |
17.4%low 5.2% |
10 yr+ |
Net cash |
30% |
WuXi XDC: масштабирование производственной сети ADC17 июня 2026 г. · Держать |
FY2025 |
| 64 |
Zhejiang Shuanghuan Driveline Co Ltd
002472 · Шэньчжэнь
|
$4.6B |
46/100
Слабоватый
|
44/100 |
7.2%low 1.4% |
10 yr+ |
0.1× |
21% |
Zhejiang Shuanghuan Driveline: A Precision-Gear Cash Engine Carrying a Still-Optional Robot-Reducer Bet25 июня 2026 г. · Hold |
FY2025 |
| 65 |
Jiangsu Nata Opto Electr Material
300346 · Шэньчжэнь
|
$4.8B |
44/100
Слабоватый
|
43/100 |
6.1%low 0.6% |
10 yr+ |
Net cash |
39% |
Nata Opto-electronic: A Value-Investing Deep Dive20 мая 2026 г. · Watch |
FY2025 |