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The thesis library

Today's premarket calls rank first; every earlier review stays in the library, dated as of its last full analysis, with the full research one click away.

21 in today's review cycle (2026-09-10) · 472 equities in the library

AllEntry viewWatch viewRating on holdBelow gradePrior reviewsArchivedResearch calls, not advice
Smart money tierAnyTier ATier BTier CTier DUnder-followed
MacroAnyTailwindNeutralHeadwind
Sector ratingAnyOverweightNeutralUnderweight
SURYAI Rank#CompanyThesisOur research callCallResearchThesis
1
TRV
Travelers Companies
Travelers is a durable P&C insurance franchise trading at 9.8x earnings and 5.2x free cash flow with a 26.5% ROE and 30% FCF margin — a rare combination of quality and valuation discipline. Coverage is thin here (under-f…
UNDER-FOLLOWEDTAILWINDNEUTRAL…more
Entry view
On track · +0.5%
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2
ALL
Allstate
Allstate is a high-quality P&C insurer trading at a strikingly cheap 5.05x P/E and 4.21x P/FCF with a 46% ROE and 21.6% FCF margin — a valuation that embeds continued pessimism even as the underwriting cycle has turned f…
TIER DTAILWINDNEUTRAL…more
Entry view
On track · +0.9%
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3
CROX
Crocs
Crocs is a high-return consumer franchise trading at a deeply discounted 9.6x P/E and 9.9x P/FCF, with 42% ROE, 24% operating margins and 13% FCF margin — a rare combination of quality and cheapness that reflects market…
TIER DTAILWINDNEUTRAL…more
Entry view
On track · -0.1%Insider buying · 2 buys 30d
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4
EOG
EOG Resources
EOG is a high-quality shale operator with 22.5% ROE, a 40.7% operating margin and a modest 25.9% D/E, trading at just 11.5x earnings and 17.5x FCF — a durable franchise at a reasonable price. The reflationary macro backd…
TIER BTAILWINDNEUTRAL…more
Entry view
On track · -1.4%
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5
GNTX
Gentex
Gentex is a durable auto-supplier franchise (auto-dimming mirrors, electrochromic tech) with high-quality metrics — 16.4% ROE, 19% op margin, 13.6% FCF margin — and a modest 0.44 D/E, trading at an undemanding 11.8x P/E…
TIER DNEUTRALNEUTRAL…more
Entry view
Under review · +0.0%
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6
INCY
Incyte
Incyte is a profitable biopharma franchise with 30.7% ROE, 41.9% operating margins and a healthy 20% FCF margin, trading at a reasonable 15.7x P/E and 21x P/FCF with modest 0.6 D/E — a quality name at a fair price rather…
TIER DNEUTRALNEUTRAL…more
Entry view
On track · -0.8%
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7
MTG
MGIC Investment
MGIC Investment is a well-capitalized private mortgage insurer trading at a compelling 9.7x earnings and 12x P/FCF with an 80.9% operating margin and 43.4% FCF margin — a high-quality, cash-generative franchise priced fo…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Entry view
Under review · -0.2%
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8
TROW
T. Rowe Price Group
T. Rowe Price is a high-quality asset manager trading at a modest 11x P/E and 11.4x P/FCF with a 19.4% ROE, 26.7% FCF margin, and a durable, cash-generative franchise. Coverage is thin — under-followed with only 2 tracke…
TIER DNEUTRALNEUTRAL…more
Entry view
On track · -0.6%
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9
ADBE
Adobe
ADBE reported earnings (2026-09-10) — a binary event that blocks a fresh entry; any position should wait until after the print clears to avoid a gap risk we cannot size around. On fundamentals the case is compelling: ROE…
TIER DTAILWINDOVERWEIGHT…more
Rating on hold
Earnings event
2026-09-10
On track · +6.7%
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10
COP
ConocoPhillips
ConocoPhillips is a high-quality, low-cost E&P franchise with solid returns (ROE 14%, op margin 31%, FCF margin 12%) trading at a reasonable 18x P/E and 21x P/FCF — attractive relative to its cash-generative profile. Ene…
TIER BTAILWINDNEUTRAL…more
Watch view
Under review · -0.3%
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11
EXEL
Exelixis
Exelixis is a high-quality biopharma franchise — ROE of 44%, 39.5% operating margin, 30% FCF margin, and a reasonable 18x P/E / 19x P/FCF with minimal leverage — anchored by its cabozantinib oncology franchise and an exp…
TIER BNEUTRALNEUTRAL…more
Watch view
On track · -0.1%
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12
ANF
Abercrombie & Fitch
Abercrombie & Fitch is a high-quality turnaround retailer — 40.6% ROE, 19.9% operating margin, and a low 12x P/E with P/FCF of 15.7 — reasonably valued fundamentals in a NEUTRAL-tilt Consumer Cyclical sector. Coverage is…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Watch view
On track · -1.9%
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13
APA
APA
APA screens as a cheap, high-quality energy franchise — P/E 9.5, P/FCF 7.35, ROE 26.7%, FCF margin 25% and a 56% operating margin, all supported by a reflationary macro (oil $88, weak USD) and an Energy sector leading th…
TIER BNEUTRALNEUTRAL…more
Watch view
On track · -2.1%
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14
CF
CF Industries
CF Industries is a high-quality nitrogen fertilizer franchise trading at a compelling 10.2x P/E with 29.9% ROE, 49.3% operating margins, and a 16.5% FCF margin — a durable, low-cost North American producer benefiting fro…
TIER BNEUTRALNEUTRAL…more
Watch view
On track · -0.9%
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15
MTDR
Matador Resources
Matador Resources is a well-run Permian E&P trading at an inexpensive 10.6x P/E with a strong 49% operating margin and reflationary tailwinds from high oil ($88) and a weak dollar, and Energy is the #1 ranked sector. Cov…
UNDER-FOLLOWEDTAILWINDNEUTRAL…more
Watch view
On track · -3.5%Insider buying · 3 buys 30d
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16
MU
Micron Technology
Micron is a high-quality memory franchise showing exceptional cyclical-peak economics — 66.6% ROE, 80.4% op margin, 22x P/E — riding a memory/HBM upcycle that macro (leading Technology sector, reflationary tilt, RISK_ON)…
TIER ATAILWINDOVERWEIGHT…more
Watch view
On track · +0.5%
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17
SNDK
Sandisk
SanDisk is a high-quality storage franchise showing exceptional current profitability — ROE of 91.6%, 78.5% operating margin and 38% FCF margin — reflecting a memory/NAND upcycle at peak pricing; the question is durabili…
TIER ATAILWINDOVERWEIGHT…more
Watch view
On track · +1.2%
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18
WDC
Western Digital
Western Digital is a high-quality storage franchise showing exceptional current profitability — ROE of 131% and 43.6% operating margins, well above historical storage-industry norms and consistent with a peak in the memo…
TIER ATAILWINDOVERWEIGHT…more
Watch view
On track · -0.2%
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19
SMCI
Super Micro Computer
SMCI is a leveraged play on AI server/rack buildout with attractive headline valuation (P/E 11.8, valuation score 79) and solid ROE of 21.5%, sitting in a LEADING Technology sector with a regime tailwind. However, negati…
TIER DTAILWINDOVERWEIGHT…more
Watch view
On track · -2.8%
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20
COIN
Coinbase Global
Coinbase is a leading crypto exchange with strong FCF margin (44%) and improving structural positioning, but current profitability is weak — negative ROE (7.85%) and negative operating margin (13.92%) reflect a business…
TIER DNEUTRALNEUTRAL…more
Watch view
On track · +10.6%
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21
DINO
HF Sinclair
HF Sinclair is a cheap, quality-tinged energy refiner — P/E 10.6, P/FCF 9.6, ROE 19.5% with modest leverage (D/E 32) — sitting in the top-ranked Energy sector amid a reflationary oil/weak-USD backdrop that favors cyclica…
UNDER-FOLLOWEDTAILWINDNEUTRAL…more
Watch view
Under review · -1.4%
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22
COF
Capital One Financial
Capital One combines a cheap valuation (12.5x P/E) with durable smart-money support: 8 funds holding with full persistence (Tier A), reflecting conviction through the Discover integration. ROE of 9% is modest for the sec…
TIER ATAILWINDNEUTRAL…more
Entry view
Last reviewed
2026-08-15
Under review · -9.0%
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23
GOOGL
Alphabet
Alphabet is a durable franchise with 48.7% ROE and 34% operating margins, trading at just 17.4x earnings — a reasonable multiple for a business of this quality. Smart-money confirmation is Tier A: 15 funds hold with pers…
TIER ATAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-08-28
On track · +0.9%
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24
MSFT
Microsoft
MSFT is a durable quality franchise (34% ROE, 45% operating margin, moderate leverage) at a reasonable 27x P/E — undemanding for its cloud/AI growth profile, though the P/FCF of 219 flags near-term capex intensity to wat…
TIER ATAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-08-19
On track · +3.6%
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25
AMZN
Amazon.com
Amazon is a durable franchise with 30.6% ROE and expanding operating margins (13.7%), where AWS and advertising drive high-margin growth while retail throws off scale advantages. Smart-money confirmation is Tier A: 15 fu…
TIER ATAILWINDNEUTRAL…more
Entry view
Last reviewed
2026-08-28
On track · -4.7%
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26
ACN
Accenture
Accenture combines a durable IT-services franchise (24.4% ROE, 16.5% FCF margin) with a rare value entry point for the name — 15.1x P/E and 9.6x P/FCF against a Technology sector that macro currently overweights. Institu…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · +2.8%
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27
BAC
Bank of America
BAC screens as a durable large-cap bank franchise at a reasonable valuation (14.3x P/E, 76/100 valuation score) with a stable operating margin near 38%. Smart-money positioning is Tier B — persistence of 4 quarters acros…
TIER BTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · -4.0%
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28
META
Meta Platforms
META combines a durable, high-margin advertising franchise (34.8% op margin, 29.85% ROE) with cross-style smart-money conviction — 12 tracked funds with full persistence across value, growth, and quant styles, a rare ali…
TIER ATAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · +16.3%
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29
NEM
Newmont
Newmont is the world's largest gold producer trading at an attractive 16.7x P/E and 15.3x P/FCF with a robust 34% FCF margin, 51.6% operating margin, and 25.9% ROE — a rare combination of quality and reasonable valuation…
TIER BTAILWINDNEUTRAL…more
Entry view
Last reviewed
2026-09-04
On track · +0.2%
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30
PGR
Progressive
Progressive combines a low-cost personal auto moat with disciplined underwriting, delivering ROE near 35% at just 11x earnings and 8.4x P/FCF — cheap for the quality on offer. Smart money shows persistence (3 funds holdi…
TIER BNEUTRALNEUTRAL…more
Entry view
Last reviewed
2026-09-01
On track · +1.3%
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31
UBER
Uber Technologies
Uber combines a durable two-sided marketplace with improving unit economics — ROE of 37%, FCF margin above 13%, and a reasonable 16.4x P/E for a franchise growing double digits — trading in an OVERWEIGHT Technology secto…
TIER BTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · -4.0%Insider buying · 3 buys 30d
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32
CB
Chubb
Chubb is a high-quality global P&C insurer trading at just 12.1x earnings and 12.5x FCF with a 23.5% operating margin — cheap for a franchise with disciplined underwriting and Berkshire Hathaway as a long-term holder alo…
TIER BTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · +1.0%
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33
NXPI
NXP Semiconductors
NXP Semiconductors is a high-quality auto/industrial analog and embedded-processing franchise trading at a reasonable 19.4x P/E and 16.1x P/FCF with a 27% FCF margin and 28% ROE — an attractively-priced compounder rather…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-14
On track · -1.3%
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34
PTC
PTC
PTC combines durable software economics (35% ROE, 35% FCF margin, 28% op margin) with a reasonable valuation (P/E 14.5, P/FCF 15.75) rarely seen alongside such quality metrics. Smart money is Tier B — four funds spanning…
TIER BTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-08-15
Under review · -8.8%
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35
AAPL
Apple
Apple is a durable quality franchise (ROE 148.75%, FCF margin 23.08%, op margin 32.62%) with Tier A smart-money confirmation — 6 funds holding, 5-quarter persistence, and cross-style value+growth alignment (Berkshire, Po…
TIER ATAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-05
On track · +8.0%
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36
ACGL
Arch Capital Group
Arch Capital trades at 7.7x P/E and 7.8x P/FCF with a 19.9% ROE and 26.6% operating margin — a specialty insurer/reinsurer priced well below quality peers despite durable underwriting economics. Coverage is thin — under-…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Entry view
Last reviewed
2026-09-01
On track · -0.1%
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37
BMY
Bristol-Myers Squibb
BMY offers a durable pharma franchise trading at just 14.7x P/E and 16.8x P/FCF with a 46.6% ROE and 34.4% operating margin — cheap on both absolute and relative terms for a diversified large-cap biopharma. Coverage is t…
TIER DNEUTRALNEUTRAL…more
Entry view
Last reviewed
2026-09-01
On track · -4.1%
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38
BRK-B
Berkshire Hathaway
Berkshire remains a high-quality, conservatively levered franchise (32.6% op margin, 12.1% ROE, D/E modest for a financial holding company) trading at 12.7x P/E and 15x P/FCF — a reasonable multiple for the quality on of…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Entry view
Last reviewed
2026-09-01
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39
CTSH
Cognizant Technology Solutions
Cognizant screens as a durable IT services franchise trading at a discount to peers (P/E 13.86, P/FCF 13.79) with solid profitability (17.5% op margin, 14.9% ROE) and low leverage. Coverage is thin — under-followed, 1 tr…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · -0.8%
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40
EQT
EQT
EQT is the largest US natural gas producer trading at 12.5x P/E and 13.8x P/FCF with a 26% FCF margin and 23% op margin — reasonable valuation for a sector-leading cash generator, and Energy currently ranks #1 of 11 sect…
TIER DTAILWINDNEUTRAL…more
Entry view
Last reviewed
2026-09-01
On track · -1.8%
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41
EXE
Expand Energy
Expand Energy trades at 8.6x earnings and 16x FCF with a 26% operating margin and mid-teens ROE — cheap on both an absolute and quality-adjusted basis for the sector's largest natural gas pure-play. Coverage is thin (2 t…
TIER BTAILWINDNEUTRAL…more
Entry view
Last reviewed
2026-09-01
On track · -4.9%
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42
FSLR
First Solar
FSLR combines a cheap valuation (P/E 12.5x, P/FCF 13.6x) with strong profitability (42.6% op margin, 29.7% FCF margin) in a Technology sector currently overweighted by the macro regime. Smart-money sponsorship is thin an…
TIER DTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · +2.5%
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43
HIG
Hartford Insurance Group
The Hartford screens as a high-quality insurer trading at a deep valuation discount: P/E of 9.54, P/FCF of 6.76, and ROE above 22% against a modest leverage profile. Smart-money coverage is thin (2 tracked holders, persi…
TIER BTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · +0.1%
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44
NVDA
NVIDIA
NVDA is a best-in-class semiconductor franchise with exceptional profitability (ROE 117%, op margin 66%, ROA 54%) and a reasonable 29x P/E for its growth, backed by seasoned smart-money ownership (8 tracked funds, persis…
TIER ANEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-04
Under review · -8.7%
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45
PDD
PDD
PDD combines a rare valuation profile — P/E of 8.7x and P/FCF of 1.6x against a 24.7% operating margin and 22.75% ROE — with a Consumer Discretionary sector tilt that is macro-overweight in the current RISK_ON regime, an…
TIER DTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
Under review · -5.5%
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46
TEL
TE Connectivity
TE Connectivity is a durable industrial-tech franchise (23.3% ROE, 20.8% op margin) with reasonable valuation (20.2x P/E, PEG-friendly given mid-teens growth) trading in a Technology sector that carries an OVERWEIGHT til…
TIER DTAILWINDOVERWEIGHT…more
Entry view
Last reviewed
2026-09-01
On track · -1.0%
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47
AMAT
Applied Materials
Applied Materials is a high-quality semiconductor capital-equipment franchise (ROE 41%, op margin 34%, quality 79/100) with Tier A smart-money backing — 4-quarter persistence across 5 funds — and a fresh wave of Buy init…
TIER ATAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-28
Under review · -8.3%
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48
JPM
JPMorgan Chase &
JPM remains a high-quality franchise — 17.8% ROE, 50%+ operating margin, and a reasonable 15.2x P/E — with persistent smart-money backing (5 tracked funds, all holding 4 consecutive quarters, value/growth cross-style con…
TIER ANEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -1.6%
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49
UNP
Union Pacific
Union Pacific is a high-quality rail oligopoly with 39.7% ROE, 41% operating margins and durable pricing power, and smart-money positioning is Tier A (persistence of 4 quarters across 5 funds). However, the setup faces t…
TIER ANEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-28
Under review · -7.2%
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50
ADSK
Autodesk
Autodesk is a durable design-software franchise with 50% ROE, 41% FCF margin, and 30% operating margin, trading at 17.8x P/FCF — reasonable for the quality on offer. Smart-money confirmation is thin (3 tracked holders, p…
TIER DTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -11.5%
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51
AVGO
Broadcom
AVGO reported earnings on 09-02-2026, a binary event that alone justifies waiting — any new entry should wait until after the print to avoid gapping into an unpriced result. Fundamentally this is a durable franchise (ROE…
TIER ATAILWINDOVERWEIGHT…more
Rating on hold
Last reviewed
2026-08-28
Under review · -5.8%
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52
GEV
GE Vernova
GE Vernova is a high-quality electrification and grid franchise with Tier A smart-money confirmation — 6 funds holding, 5 persistent, and cross-style value+growth alignment (Eagle, Polen, Tiger Global, Coatue). Fundament…
TIER ANEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-28
On track · -4.9%
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53
INTU
Intuit
Intuit is a high-quality software franchise (ROE 22.5%, op margin 47%, FCF margin 25%) at a reasonable P/E of 22.5 and P/FCF of 18.6, sitting in the LEADING Technology sector under a RISK_ON regime — a rare combination o…
TIER BTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-28
On track · -4.7%
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54
NFLX
Netflix
NFLX shows Tier A smart-money conviction (8 funds, full persistence, value+growth cross-style alignment) and strong quality metrics — ROE near 50%, FCF margin above 52%, reasonable P/E of 24.6x and attractive P/FCF of 12…
TIER ANEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-08-15
On track · +2.8%
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55
ORCL
Oracle
Oracle is a durable enterprise-software and cloud-infrastructure franchise with a 53% ROE and 36% operating margin, and its OCI/AI backlog is driving a strong analyst wave (9 initiations, TD Cowen/UBS/DA Davidson to Buy)…
TIER ANEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-11
Under review · -5.5%
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56
ABNB
Airbnb
Airbnb shows durable quality metrics — 34.5% ROE, 24.4% FCF margin, 21% op margin — with Tier A smart-money conviction (5 funds, 5-quarter persistence including Akre, Polen, ARK). However, valuation is stretched at 42x P…
TIER ANEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-15
On track · -7.3%
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57
ABT
Abbott Laboratories
Abbott is a durable, diversified healthcare franchise with a leading sector position, but current valuation (P/E 36x, P/FCF 27x) against a modest 10.6% ROE and 43/100 composite score leaves little margin of safety for a…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-15
Under review · -7.3%
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58
ADI
Analog Devices
ADI reported earnings on 08-19-2026 — a binary event that should not be traded into with a fresh entry, so any position must wait until after the print. Fundamentals show a durable analog/mixed-signal franchise with stro…
TIER BTAILWINDOVERWEIGHT…more
Rating on hold
Last reviewed
2026-08-15
Under review · -7.3%
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59
AMD
Advanced Micro Devices
AMD is a high-quality franchise in a leading, overweight Technology sector with real smart-money confirmation (Tier A: 8 funds holding, 7 with multi-quarter persistence including ARK and Whale Rock). However, at $469 it…
TIER ATAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-28
On track · +5.2%
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60
AON
Aon
Aon is a high-quality insurance-broker franchise with a durable oligopolistic position, 44.7% ROE and 23.5% op margin, but at 17.7x P/E and 21.4x P/FCF against a 49/100 valuation score, the stock offers limited margin of…
TIER BNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -3.1%Insider buying · 6 buys 30d
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61
APH
Amphenol
APH is a high-quality connector/interconnect franchise with strong ROE (38%) and expanding margins, riding AI/data-center capex tailwinds and sitting in an overweight, sector-leading Technology group. However, valuation…
TIER BTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-15
Under review · -53.0%
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62
ASML
ASML
ASML is a dominant, high-ROE (54%) lithography monopoly with durable moat economics, sitting in an OVERWEIGHT sector under the current RISK_ON regime. However, at 56.9x P/E and 77x P/FCF, valuation is pricing in years of…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -7.1%
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63
AXP
American Express
American Express remains a high-quality franchise — 34% ROE, durable closed-loop network economics, and a premium-card model with pricing power — but the stock trades near the top of its 52-week range at 20x earnings, le…
TIER BTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -0.7%
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64
CCL
Carnival
Carnival's low P/E (10.6x) and strong ROE (26.7%) reflect a demand recovery, but leverage remains extreme (D/E 201.56%) and quality score (41/100) is weak against a still-thin FCF margin of 6.95%. Smart-money confirmatio…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.6%
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65
CI
Cigna Group
Cigna trades at a deep valuation discount (P/E 11.5, P/FCF 9.1) with a durable, scaled healthcare franchise, but quality metrics are middling (ROE 16.8%, op margin under 4%) and reflect the thin-margin insurance/PBM mode…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +5.1%
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66
CME
CME Group
CME is a durable, high-margin exchange franchise (65% op margin, 43% FCF margin, low leverage) with cross-style smart-money interest — Baupost and Viking both initiated new positions this quarter alongside two quant fund…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -1.8%
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67
CRM
Salesforce
CRM is a durable enterprise software franchise with strong FCF margin (38.7%) and reasonable P/FCF (12.7x), and sits in an OVERWEIGHT sector under the current RISK_ON regime. However, smart-money confirmation is thin (Ti…
TIER BTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · +0.7%
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68
CRWD
CrowdStrike
CrowdStrike is a durable cybersecurity franchise with a 37% FCF margin and strong retention economics, but at the given price it trades on an extreme earnings multiple (P/E >5000, valuation score 3/100) with GAAP operati…
TIER DNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-11
On track · +14.1%
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69
CVNA
Carvana
Carvana shows genuine smart-money conviction (7 funds, all with 4-quarter persistence — Tier A) and insider buying from a director, alongside a RISK_ON macro backdrop that favors consumer cyclicals. However, valuation is…
TIER ANEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-15
On track · -6.2%
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70
CVX
Chevron
Chevron sits atop energy's sector leadership (composite +8.6%, rank 1 of 11) with a reflationary backdrop (oil +8.3% vs 60-day, weak DXY) that favors the group, but the stock's own fundamentals are only middling — 12.2%…
TIER BTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +2.9%
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71
DASH
DoorDash
DASH shows Tier A smart-money persistence (5 funds, 4-quarter holds across growth and quant styles) confirming durable institutional conviction, and macro is broadly risk-on with soft oil/weak dollar supportive of consum…
TIER ATAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-08-15
Under review · -6.2%
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72
DECK
Deckers Outdoor
Deckers screens as a high-quality franchise — ROE 42.6%, FCF margin 15.8%, P/E under 13 and P/FCF of 13.6x — trading at a valuation that looks cheap relative to its return profile, but coverage is thin (2 tracked holders…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -7.5%
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73
DHR
Danaher
Danaher is a quality life-sciences/diagnostics franchise with durable margins (19.8% op margin, 17.2% FCF margin), but ROE of 7.6% and P/E near 38x reflect a post-bioprocessing-downcycle recovery still working through, a…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -4.8%
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74
FNF
Fidelity National Financial
FNF trades at an attractive P/FCF (3.70x) with solid FCF margin (23.4%), but quality metrics are middling (ROE 10.2%, quality score 34/100) and smart-money confirmation is only Tier B-adjacent — 3 funds holding with pers…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-15
Under review · -10.5%
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75
GE
GE Aerospace
GE Aerospace shows strong ROE (48%) and 20%+ operating margins, with persistent multi-quarter smart-money support (5 funds holding ≥2 quarters, Trian activist stake, value+growth cross-style alignment) qualifying as Tier…
TIER BNEUTRALUNDERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -5.4%
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76
HAL
Halliburton
Halliburton screens as a reasonably priced oilfield services franchise (P/E ~19.7x, P/FCF 15x) benefiting from a reflationary macro backdrop with oil above 60-day averages and a weak dollar — Energy is currently the top-…
TIER DTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -5.0%
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77
IBKR
Interactive Brokers Group
Interactive Brokers is a high-ROE (24%) brokerage franchise with exceptional operating leverage (76.5% op margin) benefiting from elevated trading volumes and rates, but at 36.6x P/E the stock embeds aggressive growth ex…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -6.7%Insider buying · 1 buy 30d
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78
JKHY
Jack Henry & Associates
Jack Henry is a durable, high-ROE (23.6%) core-banking/fintech franchise with 21.7% operating margins, trading at a reasonable 24x P/E in a Technology sector the current regime rates OVERWEIGHT. Smart-money coverage is t…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -2.0%
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79
KLAC
KLA
KLAC is a dominant, high-ROE franchise in semiconductor process-control equipment with genuine oligopoly economics, but at 47x earnings and 87x P/FCF the stock's valuation embeds very aggressive expectations for the next…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -3.6%
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80
LLY
Eli Lilly and
LLY remains a best-in-class pharma franchise with GLP-1 driven margin expansion (54% op margin, 102% ROE), but at 39x P/E and 93x P/FCF the stock trades near the top of its 52-week range and valuation already embeds aggr…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -1.6%
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81
LRCX
Lam Research
LRCX is a high-quality semicap franchise (ROE 65%, op margin 37%) riding a genuine WFE upcycle, and Tiger Global, Coatue, Renaissance and Two Sigma have all held for 4+ quarters — persistence that qualifies as Tier A con…
TIER ATAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -9.2%
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82
MKSI
MKS
MKS Instruments is a semiconductor/photonics capital-equipment supplier riding the current chip-cycle upswing, but valuation at 40.8x P/E and 36x P/FCF against a 15.9% ROE and modest 20.6% op margin leaves little room fo…
TIER BNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -6.6%
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83
MRVL
Marvell Technology
Marvell is a quality semiconductor franchise levered to AI/data-center custom silicon, with 26% FCF margin and expanding hyperscaler design wins, but valuation is extended at 73x P/E and 84x P/FCF — a growth multiple wit…
TIER DNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · +3.4%
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84
OXY
Occidental Petroleum
Occidental is a reasonably valued energy franchise (P/E 17.95, P/FCF 15.59, valuation score 81) with a strong 45% operating margin, but only moderate quality (ROE 10.6%, quality score 57) and a leveraged balance sheet. S…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-28
On track · +4.6%
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85
PFE
Pfizer
Pfizer offers a defensive quality profile at a reasonable price — P/FCF under 13x, FCF margin near 20%, and Op margin near 28% — with strong recent insider buying from the CEO and two directors totaling ~$3M, a rare and…
UNDER-FOLLOWEDTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -2.6%
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86
PR
Permian Resources
Permian Resources screens as a quality energy operator — 57% operating margin, 11.4% ROE, reasonable 15x P/E — trading in a leading sector (Energy composite +8.6%) within a reflationary macro backdrop of firm oil and a w…
TIER DTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +2.0%
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87
PYPL
PayPal
PYPL trades at a compelling valuation (P/E 9.86, P/FCF 10.26) with solid 24.5% ROE, but quality score of 49.82 reflects margin and competitive pressures that have kept the stock cheap for years. Smart money is thin — 3 t…
TIER DTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +2.6%
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88
QCOM
QUALCOMM
Qualcomm is a quality semiconductor franchise with 33.75% ROE, 23.24% FCF margin, and an undemanding valuation (P/E 17.1, P/FCF 16.5) in the leading Technology sector under a RISK_ON regime. However smart-money confirmat…
TIER CTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-05
On track · +12.1%
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89
RMD
ResMed
ResMed is a durable, high-ROE (24%) sleep-apnea device franchise with expanding operating margins (31%) and low leverage, but at 22.6x P/E and 37x P/FCF the valuation score (47/100) already prices in steady execution, le…
TIER BTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -7.1%
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90
ROST
Ross Stores
Ross Stores is a high-ROE (42.6%) off-price retailer with consistent execution, but valuation is stretched — P/E of 27.7x and P/FCF of 34x sit well above the discount-retail historical norm, and the valuation score of 31…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +0.7%
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91
SCHW
Charles Schwab
Schwab is a durable, scaled brokerage/asset-gathering franchise with strong ROE (20.3%) and a 52% operating margin, trading at a reasonable 20x P/E, but smart-money confirmation is thin (3 funds holding, persistence pres…
TIER BNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -2.3%
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92
SHOP
Shopify
Shopify remains a durable e-commerce infrastructure franchise with expanding operating margins (17.55%) in an OVERWEIGHT Technology sector during a RISK_ON regime, but valuation is stretched — P/E ~105x and P/FCF ~125x e…
TIER BTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-15
Under review · -13.2%
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93
SNPS
Synopsys
SNPS shows persistent smart-money conviction (Tier A: 4-quarter persistence, 5-6 funds, activist stake from Elliott) and sits in an overweight, sector-leading Technology tilt, but fundamentals are weak for the price paid…
TIER ATAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-15
Under review · -9.5%
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94
SPGI
S&P Global
S&P Global is a durable oligopolistic franchise (ratings, indices, market intelligence) with strong FCF margins (~34%) and high operating margins, but at 26.7x P/E and a valuation score of 41/100 it is not cheap relative…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -3.9%
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95
TER
Teradyne
Teradyne is a high-ROE (36.5%) semiconductor test-equipment franchise riding AI-driven capex demand, with persistence-backed smart money (4 funds, held 4 consecutive quarters) confirming the position. However, valuation…
TIER ATAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -5.8%
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96
THC
Tenet Healthcare
Tenet screens attractively on valuation (P/E 10.35, P/FCF 9.60, ROE 37%) with a solid 18% operating margin, and Healthcare is currently a leading sector in this RISK_ON regime. However, smart-money confirmation is only T…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-15
On track · -1.2%
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97
TMUS
T-Mobile US
T-Mobile remains a durable duopoly-plus franchise with solid margins (25.2% op margin) and reasonable valuation (18.99x P/E, 17.07x P/FCF) versus its growth profile, and sits in an OVERWEIGHT sector under the current RIS…
TIER BNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · +1.4%
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98
TTMI
TTM Technologies
TTMI is a PCB/electronics manufacturer in the OVERWEIGHT Technology sector (currently leading), with genuine positives: strong C-suite insider buying ($1.64M including the CEO at ~$112), fresh Buy initiations from Truist…
TIER BTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-28
Under review · -5.2%Insider buying · 2 buys 30d
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99
TWLO
Twilio
Twilio's quality metrics (13.5% ROE, 7.8% op margin, 17% FCF margin) are middling for a software name, and valuation at 32.9x P/E / 38x P/FCF is not cheap relative to that profile — the stock also trades near the upper p…
TIER BTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-15
On track · -2.7%
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100
UNH
UnitedHealth Group
UNH offers a cheap headline multiple (P/E 25.2, P/FCF 14.4) and cross-style smart-money alignment (value + growth + quant, persistence across 4 quarters, Tier B), but quality metrics are weak for the franchise's history…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -1.5%
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101
V
Visa
Visa is a top-tier franchise — 61% ROE, 66% op margin, 46% FCF margin — with genuine cross-style smart-money support (Tier A: 11 tracked funds, full persistence, value+growth alignment via Baupost, Akre, Tiger Global, Vi…
TIER ANEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -1.1%
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102
VRTX
Vertex Pharmaceuticals
Vertex is a durable, high-margin franchise (38% op margin, 24% ROE) with a near-monopoly in CF and an emerging non-opioid pain and diabetes pipeline (suzetrigine, VX-880), and Health Care is currently the #2 ranked secto…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -4.6%
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103
WFC
Wells Fargo &
Wells Fargo trades at a modest 12.6x P/E with a stable operating margin and improving ROE (12.6%), reflecting continued normalization post-consent-order overhang, and sits in a Financials sector that carries an overweigh…
TIER BNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · +2.7%
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104
AFL
Aflac
Aflac is a durable, well-capitalized supplemental insurance franchise trading at a discounted 12.7x P/E and 11.3x P/FCF with a 28.5% FCF margin — reasonable valuation for a quality underwriter. However, smart-money confi…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +1.0%
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105
AIG
American International Group
AIG trades at a compelling valuation (P/E 14.1, P/FCF 5.4) with solid FCF margins (27.5%) but only middling quality metrics (ROE 7.2%, quality score 46/100) that reflect insurance-industry capital intensity rather than a…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -0.2%
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106
ALAB
Astera Labs
Astera Labs is a high-quality connectivity franchise (ROE 25.8%, op margin 22.7%) levered to the AI datacenter buildout in a leading, overweight Technology sector. But smart-money confirmation is thin (Tier C-boundary: o…
TIER CTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-28
Under review · -11.5%
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107
BBY
Best Buy
Best Buy screens cheap at 14.8x P/E with a strong 39% ROE, but thin 4% operating margins and elevated leverage (D/E 134%) leave little cushion if consumer electronics demand softens. Smart-money confirmation is thin — on…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Stretched · +18.3%
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108
BRO
Brown & Brown
Baldwin Insurance Group (BRO) is a quality insurance brokerage with a durable fee-based model — 41.8% op margin and 24.7% FCF margin reflect the capital-light, recurring-revenue nature of the brokerage franchise. Smart-m…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.3%
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109
CRH
CRH
CRH is a global building materials leader with a reasonable P/E (16.6x) but middling quality metrics (ROE 15.8%, quality score 45/100) and elevated leverage (D/E 77.6%) for a cyclical materials business. Smart-money sign…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.6%
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110
CSCO
Cisco Systems
Cisco is a durable networking/security franchise with a solid 27.7% operating margin and 27.3% ROE, but at 32.9x P/E and 37.7x P/FCF the valuation score (39/100) is stretched relative to its growth profile, leaving littl…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -0.4%
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111
DHI
D.R. Horton
D.R. Horton is a solid but unspectacular homebuilder — 12.6% ROE, 13x earnings, modest 7% FCF margin — trading in a Consumer Cyclical segment the current regime treats as neutral, not a tailwind. Smart-money support is T…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -3.6%
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112
DLR
Digital Realty Trust
Digital Realty is a data-center REIT with strong secular AI/cloud demand tailwinds and healthy FCF margins (55.8%), but the equity screens expensively at 242x P/E and a 21/100 valuation score, with ROE of just 2.91% refl…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-21
Under review · -7.9%
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113
DT
Dynatrace
Dynatrace offers durable FCF margins (26%) and a sticky observability platform, and sits in an OVERWEIGHT tech sector under a RISK_ON regime, but ROE of 5.88% and a P/E above 100x reflect weak current profitability relat…
TIER BNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -2.3%
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114
ELV
Elevance Health
ELV is a scaled managed-care franchise trading at a modest 17.3x P/E, with persistent multi-quarter holdings from five tracked funds (Baupost, Brave Warrior, Eagle on the value side; Two Sigma, Renaissance on the quant s…
TIER ANEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +8.1%
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115
EXPE
Expedia Group
Expedia is a reasonably-priced travel platform (P/E 20.7, P/FCF 11.4, FCF margin 22%) benefiting from a reflationary, RISK_ON macro with strong travel demand, and analyst initiations have been broadly positive (BTIG, Eve…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-28
Under review · -12.0%
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116
GEHC
GE HealthCare Technologies
GE HealthCare is a durable imaging/diagnostics franchise with reasonable valuation (P/E 16.5x, P/FCF 20.6x) but middling quality metrics — ROE under 20%, op margin under 15%, and elevated leverage (D/E ~94%) — that don't…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -9.8%
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117
JBL
Jabil
Jabil's ROE of 65.88% stands out for a contract manufacturer, but thin op margins (5.21%) and FCF margin (3.61%) reflect the low-margin EMS business model, and leverage (D/E 297%) is elevated even by industry standards.…
TIER DNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -2.2%
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118
LIN
Linde
Linde is a durable, oligopolistic industrial-gas franchise with solid ROE (18.4%) and best-in-class op margins (28.1%), but at 31.6x earnings and 54x P/FCF the valuation embeds little margin for error, and the combined f…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.1%Insider buying · 1 buy 30d
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119
MLI
Mueller Industries
Mueller Industries shows solid quality metrics (26% ROE, 22% op margin, moderate leverage) trading at a reasonable 17.6x P/E, but smart-money confirmation is thin — persistence of 3 quarters across only 3 funds falls jus…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-15
Under review · -9.0%
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120
MRSH
Marsh & McLennan Companies
Marsh McLennan offers a durable insurance-brokerage franchise with 25.9% ROE and a 26.3% operating margin, but at 23.3x P/E it trades near the upper end of its historical valuation band with limited margin of safety for…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -5.0%
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121
NDAQ
Nasdaq
Nasdaq Inc. is a durable exchange/data-and-analytics franchise with a 49% operating margin, 30% FCF margin, and mid-teens ROE, but at 28.75x P/E and 32.6x P/FCF the valuation score (35/100) prices in a lot of quality alr…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -7.1%
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122
RCL
Royal Caribbean Cruises
Royal Caribbean shows strong operating leverage (27% op margin, 44.7% ROE) and reasonable P/E of 16.6x, but negative FCF margin and D/E over 224% reflect a balance sheet still working through post-pandemic fleet leverage…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.0%
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123
RSG
Republic Services
Republic Services is a durable, oligopolistic waste-services franchise with 18% ROE and 20%+ operating margins, and Cascade Investment (Berkshire/Gates vehicle) has been aggressively buying stock in the open market at pr…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +2.1%Insider buying · 72 buys 30d
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124
TJX
TJX Companies
TJX is a high-ROE off-price retail franchise with durable competitive advantages (inventory sourcing scale, treasure-hunt model resilient across cycles), but at 24.98x P/E and 33.6x P/FCF the valuation embeds a fair amou…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.9%
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125
TRI
Thomson Reuters
Thomson Reuters is a durable, high-margin information-services franchise (28% op margin, 27% FCF margin, ROE 14%) but sits in Industrials, the second-worst-ranked sector this cycle, and trades at a valuation (29.4x P/E,…
TIER DNEUTRALUNDERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -1.4%
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126
XOM
ExxonMobil
XOM is a durable, low-leverage integrated major benefiting from a reflationary backdrop — oil above its 60-day average and a weak dollar both favor energy — and the sector is currently the top-ranked in the macro composi…
UNDER-FOLLOWEDTAILWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +2.5%
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127
FTNT
Fortinet
Fortinet is a high-quality cybersecurity franchise — 117% ROE, 30% FCF margin, 34% operating margin — operating in a LEADING, OVERWEIGHT Technology sector under a RISK_ON regime. But smart-money confirmation is weak (und…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-08-28
On track · +3.9%
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128
KKR
KKR &
KKR shows persistent smart-money conviction (4 consecutive quarters held, though only 2 funds tracked, below the Tier A/B fund-count threshold) but fundamentals are middling for the price paid: ROE of 7.3% and quality sc…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-08-15
Under review · -10.3%
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129
AMKR
Amkor Technology
Amkor is a quality-adequate OSAT franchise (12.5% ROE, 21x P/E) riding the semiconductor packaging cycle, with Technology sector overweight and reflationary/cyclical macro support. However, negative FCF margin (5.1%), el…
TIER BNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -0.3%
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130
ATI
ATI
ATI shows solid ROE (25.4%) and improving margins, with three fresh sell-side initiations (Keybanc, Susquehanna, BTIG) signaling growing coverage interest, but valuation is stretched — P/E of 61x and P/FCF of 80x price i…
TIER BHEADWINDNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -7.9%
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131
DLTR
Dollar Tree
Dollar Tree shows a durable ROE of 34% and reasonable valuation (16.85x P/FCF, 20.3x P/E) after the 2026-08-27 earnings release, but the smart-money picture is thin — only 2 tracked funds hold it with persistence over 2…
TIER DNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.9%
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132
HL
Hecla Mining
Hecla is a quality silver miner with strong ROE (22%) and a wide 44% operating margin, benefiting from a reflationary backdrop (elevated oil, weak USD) that typically favors precious-metals cyclicals; gold is in a risk-o…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.3%
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133
HON
Honeywell International
Honeywell screens as a moderately-quality industrial (46.6% ROE, 20.3% op margin) trading at an undemanding 8.2x P/E, but the business sits in the weakest-ranked sector in the current regime (Industrials, 10 of 11) despi…
TIER DHEADWINDUNDERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -5.7%
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134
ICE
Intercontinental Exchange
ICE is a durable exchange/data franchise with strong FCF margins (34%) and high operating margins (53%), but valuation is unexciting (P/E 22.8x, quality score 58/100, composite 48/100) and smart-money confirmation is thi…
TIER BNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · -1.8%
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135
KEYS
Keysight Technologies
Keysight is a quality electronic test-and-measurement franchise with strong FCF margins (29%) and improving analyst sentiment (8 initiations including JPM, Morgan Stanley, and UBS at Overweight/Buy in the last 30 days),…
TIER DTAILWINDOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -2.4%
Read Entire ThesisMore
136
PINS
Pinterest
Pinterest shows a durable ad-driven franchise with healthy FCF margin (26.3%) and improving monetization, but negative operating margin, a rich 63.8x trailing P/E, and only modest ROE (6.5%) mean the market is pricing a…
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Watch view
Last reviewed
2026-09-01
Under review · -9.3%
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137
SOLV
Solventum
Solventum's spin-off franchise shows a wide gap between reported ROE (34%) and ROA (2.7%), with high leverage (D/E 110%) and thin op margins (9.8%) relative to its 11x P/E — the low earnings multiple reflects real balanc…
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Watch view
Last reviewed
2026-09-01
On track · -1.4%
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138
VLO
Valero Energy
Valero is a well-run refiner trading at a reasonable 14.9x P/E and 12x P/FCF with a solid 27.6% ROE, and reflationary macro (oil at $90.74, weak USD) is a genuine tailwind for refining crack spreads. However, smart-money…
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Watch view
Last reviewed
2026-08-28
On track · +9.0%
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139
A
Agilent Technologies
Agilent shows a durable diagnostics/life-sciences franchise with solid ROE (21.3%) and healthy op margins (23.7%), operating in a Health Care sector currently leading the tape (rank 2 of 11). However, valuation is stretc…
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Watch view
Last reviewed
2026-09-01
On track · -4.4%
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140
AA
Alcoa
Alcoa offers reasonable valuation (P/E 10.4, P/FCF 13.7) and decent profitability (ROE 18.2%, op margin 18.4%) for a cyclical aluminum producer, but smart-money conviction is thin — only 3 funds holding with no recent in…
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Watch view
Last reviewed
2026-08-15
Under review · -6.1%
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141
ADP
Automatic Data Processing
ADP is a durable payroll/HCM franchise with strong ROE (72%) and healthy FCF margins (24%), operating in an overweight Technology sector under a risk-on macro backdrop. However, valuation is stretched relative to history…
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Watch view
Last reviewed
2026-09-01
On track · -3.3%
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142
AJG
Arthur J. Gallagher &
AJG is a durable insurance brokerage franchise with recurring, commission-based revenue, but at 43.98x P/E and 32x P/FCF the valuation embeds premium growth expectations against modest ROE of 6.7% and thin quality/valuat…
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Watch view
Last reviewed
2026-09-01
On track · -3.4%
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143
AME
AMETEK
AMETEK is a durable, well-run industrial franchise with strong margins (26% op margin, 19% FCF margin) and disciplined leverage, but valuation is stretched at 34x P/E / 36x P/FCF against 14.6% ROE — a quality score of 70…
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Watch view
Last reviewed
2026-09-01
On track · -0.6%
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144
BWXT
BWX Technologies
BWXT is a durable nuclear-components franchise with strong ROE (28%) but valuation is stretched — P/E near 39x and P/FCF near 96x against a thin 4% FCF margin — leaving little cushion at the current price. Smart-money su…
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Watch view
Last reviewed
2026-09-01
On track · -2.5%
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145
CBOE
Cboe Global Markets
CBOE is a high-quality exchange franchise — 26.3% ROE, 34.6% operating margin, durable options-trading moat — but P/FCF of 46x and a valuation score of 36/100 leave little margin of safety at $300.20. Smart-money confirm…
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Watch view
Last reviewed
2026-09-01
Under review · -5.4%
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146
CDNS
Cadence Design Systems
Cadence is a durable EDA/semiconductor-design franchise with 23% ROE, 28% operating margins, and high switching costs, sitting in an OVERWEIGHT Technology sector under a RISK_ON regime — but valuation is stretched at 64x…
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Watch view
Last reviewed
2026-09-01
Under review · -17.6%
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147
CDW
CDW
CDW is a durable IT-solutions franchise with strong ROE (44%) and reasonable P/E (17x), but quality score is middling (op margin 7.3%, FCF margin under 3%, high leverage at D/E 263%) — this is a distribution-model busine…
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Watch view
Last reviewed
2026-09-01
On track · +0.1%
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148
CMCSA
Comcast
Comcast trades at a deeply discounted 8.5x P/E and 7.4x P/FCF, reflecting market skepticism about broadband subscriber losses and cord-cutting pressure on the video segment, but the valuation already embeds much of that…
TIER DNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
Under review · -6.5%
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149
CMI
Cummins
Cummins is a durable industrial franchise with solid ROE (21%) but middling valuation (P/E 28.9x, P/FCF 34.9x are rich versus its own margin profile and cyclical earnings base). Industrials rank 10 of 11 sectors in the c…
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Watch view
Last reviewed
2026-09-01
On track · -4.2%
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150
CPRT
Copart
Copart is a high-quality franchise (37.5% op margin, 17.6% ROE) with a durable auction/salvage-logistics moat, but earnings print in 2 trading days (2026-09-03, date approximate) is a binary event that should be resolved…
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Rating on hold
Last reviewed
2026-09-01
On track · -3.8%
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151
CTVA
Corteva
Corteva is a durable agri-inputs franchise (30% op margin, low leverage) but ROE of 4.3% and a 51x P/E versus 23x P/FCF signal the earnings multiple is running well ahead of current profitability, so valuation embeds agg…
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Watch view
Last reviewed
2026-09-01
On track · -2.4%
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152
DAL
Delta Air Lines
Delta screens as a reasonably valued, decent-ROE cyclical (P/E 12.8x, P/FCF 18x) with fresh sell-side initiations (Raymond James, TD Cowen both Outperform/Buy), but it sits in Industrials, the weakest-ranked sector (10 o…
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Watch view
Last reviewed
2026-09-01
On track · +2.3%
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153
FANG
Diamondback Energy
Diamondback is a low-cost Permian operator with a strong FCF margin (31%) and cheap FCF multiple (11.2x), and the reflationary backdrop (oil above trend, weak USD) plus Energy's #1 sector rank currently favor the group.…
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Watch view
Last reviewed
2026-09-01
On track · +2.6%
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154
FCX
Freeport-McMoRan
Freeport is a quality copper franchise with 33% operating margins and reasonable ROE, and the reflationary backdrop (weak dollar, elevated oil) plus RISK_ON regime is constructive for cyclicals/EM-linked miners. However…
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Watch view
Last reviewed
2026-09-01
On track · -8.4%
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155
FERG
Ferguson Enterprises
Ferguson is a quality distribution franchise with strong ROE (41.8%) and reasonable P/E (22x), but sits in Industrials, which ranks 10 of 11 sectors in the current regime — a headwind that argues against a fresh full-siz…
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Watch view
Last reviewed
2026-09-01
On track · -0.9%
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156
FHN
First Horizon
First Horizon is a modestly-valued regional bank (11.7x P/E, 11.5% ROE) with a neutral sector tilt in a RISK_ON regime, but the credit backdrop carries a late-cycle warning that argues for caution on bank credit-sensitiv…
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Watch view
Last reviewed
2026-09-01
On track · +0.0%
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157
FTV
Fortive
Fortive is a decent-quality industrial-technology franchise (21.8% FCF margin, 19.1% op margin) but ROE of 7.3% and a quality score of 43/100 point to a business that hasn't yet compounded like a top-tier name, while P/E…
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Watch view
Last reviewed
2026-09-01
Under review · -6.2%
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158
GD
General Dynamics
General Dynamics is a durable defense/aerospace franchise (Gulfstream, Marine Systems, combat vehicles) with solid ROE of 17.8% and reasonable valuation at 22.7x P/E, but it sits in Industrials, the weakest-ranked sector…
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Watch view
Last reviewed
2026-09-01
On track · -3.9%
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159
GLW
Corning
Corning's fiber/optical connectivity ramp and Gorilla Glass pricing power support a durable-franchise narrative, and Technology carries an OVERWEIGHT regime tilt, but valuation at 68x earnings and 174x P/FCF is pricing i…
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Watch view
Last reviewed
2026-09-01
On track · -3.4%
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160
HWM
Howmet Aerospace
HWM's aerospace franchise shows strong ROE (34.7%) and 28.5% op margins, with broad analyst support (6 initiations, all bullish, in the past month), but valuation is extreme — P/E of 52.7x and P/FCF over 82x — leaving no…
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Watch view
Last reviewed
2026-09-01
Under review · -7.3%
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161
IBM
International Business Machines
IBM's fundamentals show solid profitability (ROE 34.5%, FCF margin 17.4%) at a reasonable multiple (P/E 20.5x, P/FCF 18.3x), but the composite quality/valuation scores are middling (~50/100) and smart-money confirmation…
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Watch view
Last reviewed
2026-09-01
On track · +6.5%
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162
ILMN
Illumina
ILMN is a durable leader in genomic sequencing with solid ROE (32%) and improving margins, but the stock trades at 40x P/E and 40x P/FCF against a valuation score of just 19/100 — pricey for a business growing off a base…
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Watch view
Last reviewed
2026-09-01
On track · -2.5%
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163
JNJ
Johnson & Johnson
JNJ is a durable healthcare franchise (25.7% ROE, 29.2% op margin) in a sector currently ranked #2 of 11 and leading on composite performance, but valuation is stretched relative to its own history (P/E 30.8x, P/FCF 37.9…
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Watch view
Last reviewed
2026-09-01
On track · +0.2%
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164
KMI
Kinder Morgan
KMI is a large-cap pipeline operator with a strong 30% operating margin, but ROE under 11%, D/E near 99%, and P/FCF above 65x reflect a high-leverage, capital-intensive model trading at a full valuation for its growth pr…
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Watch view
Last reviewed
2026-09-01
On track · -3.9%
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165
LMT
Lockheed Martin
LMT is a durable defense franchise with strong ROE and steady FCF generation, but it sits in the Industrials sector which is currently lagging the broader market (ranked 10 of 11) despite a nominally neutral regime tilt.…
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Watch view
Last reviewed
2026-09-01
Under review · -5.6%
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166
LSCC
Lattice Semiconductor
Lattice is a quality FPGA franchise with strong FCF margins (23.8%) and analyst enthusiasm (three fresh Buy-equivalent initiations in August), operating in an OVERWEIGHT technology sector under a RISK_ON regime. However,…
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Watch view
Last reviewed
2026-09-01
Under review · -7.7%
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167
MTSI
MACOM Technology Solutions
MACOM is a durable analog/RF franchise benefiting from data-center, defense, and telecom infrastructure spend, with solid 23% operating margins, but valuation is extreme — P/E of 84x and P/FCF near 193x price in years of…
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Watch view
Last reviewed
2026-09-01
Under review · -9.2%
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168
NTRS
Northern Trust
Northern Trust is a quality custody/wealth franchise with solid ROE (17%), 42.5% operating margin, and a reasonable 15.6x P/E — fundamentally a durable oligopolistic services name. However, smart-money confirmation is Ti…
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Below grade
Last reviewed
2026-08-04
On track · -0.3%
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169
NXT
Nextpower
NXT is a quality mid-cap (ROE 27%, op margin 21%) in an OVERWEIGHT Technology sector, but valuation is stretched relative to growth (P/FCF near 39x, valuation score 36/100) and coverage is thin — under-followed, 1 tracke…
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Watch view
Last reviewed
2026-09-01
On track · +0.8%
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170
ON
ON Semiconductor
ON Semiconductor is a quality analog/power semi franchise with a durable FCF margin (26.7%) and reasonable P/FCF (17.4x), but ROE of 8.3% and a 48x trailing P/E signal earnings still depressed relative to valuation — the…
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Watch view
Last reviewed
2026-09-01
On track · -3.3%
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171
ONTO
Onto Innovation
Onto Innovation is a niche semiconductor process-control leader with solid op margins (23%) and FCF margin (18%), but at P/E >100x and P/FCF >80x the valuation embeds aggressive growth expectations well ahead of a 6.8% R…
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Watch view
Last reviewed
2026-09-01
Under review · -6.4%
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172
PATH
UiPath
PATH reported earnings on 09-03-2026, a binary event that should not be traded around with a fresh entry — any position should wait until after the print to avoid gap risk on a name with 30% op margin volatility history.…
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Rating on hold
Last reviewed
2026-08-31
On track · -20.9%
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173
PAYX
Paychex
Paychex is a high-ROE (45%), well-margined (38% op margin) payroll/HR franchise, but valuation is stretched (30/100 valuation score, P/E ~26x against modest growth) and coverage is thin — under-followed, only 2 tracked h…
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Watch view
Last reviewed
2026-09-01
On track · -7.0%
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174
PLTR
Palantir Technologies
Palantir shows exceptional quality metrics — 38% ROE, 47% operating margin, 35% FCF margin — reflecting genuine operating leverage in its government and commercial AI platform business. However, valuation is extreme (P/E…
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Watch view
Last reviewed
2026-09-01
On track · -7.0%
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175
PNFP
Pinnacle Financial Partners
Pinnacle Financial Partners is a regional bank trading at a reasonable 13.8x P/E with a wide operating margin, but ROE of 7.65% and ROA of 0.89% are middling for the sector and don't clear the bar for a high-conviction q…
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Watch view
Last reviewed
2026-09-01
On track · +0.1%Insider buying · 2 buys 30d
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176
T
AT&T
AT&T screens cheap at 8.5x earnings with a stable 24.8% operating margin and 18.3% ROE, but quality metrics (38.99/100) reflect persistent leverage (D/E of 129%) and modest ROA — this is a value/yield holding, not a grow…
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Watch view
Last reviewed
2026-09-01
On track · +2.5%
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177
TKO
TKO Group
TKO combines premium live-sports/media assets (WWE, UFC) with genuine pricing power, but current valuation at 64x P/E and 40x P/FCF versus a modest 7% ROE embeds aggressive growth expectations that quality metrics (54/10…
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Watch view
Last reviewed
2026-09-01
On track · +6.2%
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178
TT
Trane Technologies
Trane Technologies is a high-quality HVAC/climate franchise with ROE near 37% and durable margins, but valuation is stretched (P/E 33x, P/FCF 31x against a 19% op margin) and the stock sits in Industrials, the second-wea…
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Watch view
Last reviewed
2026-09-01
On track · -4.2%
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179
TXN
Texas Instruments
TXN is a durable analog/embedded semiconductor franchise with strong ROE (35%) and op margins (43%), but at 39x P/E and 67x P/FCF the valuation embeds a lot of the recovery already, with valuation score of just 30/100. S…
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Watch view
Last reviewed
2026-09-01
On track · +0.9%
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180
VEEV
Veeva Systems
VEEV is a high-quality life-sciences software franchise with strong FCF margins (38%) and durable operating margins (31%), but valuation is stretched at 43x P/E and 31x P/FCF against only 14% ROE, leaving little room for…
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Watch view
Last reviewed
2026-08-15
On track · +9.0%
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181
VLTO
Veralto
Veralto is a quality water/product-quality compounder with strong ROE (34%) and op margins (21%), but valuation is elevated (P/E ~25, P/FCF ~30) against a Valuation score of just 37/100, and the Industrials sector curren…
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Watch view
Last reviewed
2026-09-01
On track · -2.4%
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182
VMC
Vulcan Materials
Vulcan Materials is a durable aggregates franchise benefiting from a reflationary backdrop (elevated oil, weak dollar) and infrastructure-linked demand, but at 32x earnings and 41x FCF the stock trades at the top of its…
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Watch view
Last reviewed
2026-09-01
Under review · -7.1%
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183
VRT
Vertiv
Vertiv is a high-quality data-center infrastructure franchise (ROE 44%, op margin 20%) riding the AI capex buildout, with 36 tracked analysts skewing strongly bullish and a fresh upgrade in early August. However, the sto…
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Watch view
Last reviewed
2026-09-01
Under review · -8.3%
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184
VZ
Verizon Communications
Verizon screens as a cheap, cash-generative franchise (P/E 12.99, P/FCF 11.90, 23% op margin) but ROE of 15.84% and high leverage (D/E 184%) reflect a mature, capital-intensive telecom with limited growth optionality. Co…
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Watch view
Last reviewed
2026-09-01
On track · +2.6%
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185
WDAY
Workday
Workday shows persistent smart-money holds (5 quarters) but only 3 funds — falling short of Tier A/B thresholds on breadth despite strong persistence, and the smart-money score of 8.3/100 signals thin institutional convi…
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Watch view
Last reviewed
2026-08-15
On track · -2.3%
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186
WSM
Williams-Sonoma
Williams-Sonoma is a high-ROE (54%) home-furnishings franchise with strong brand equity, but the valuation score (35/100) and P/FCF of 30x already price in a lot of good news, and consumer-discretionary retail with 79.88…
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Watch view
Last reviewed
2026-09-01
On track · +0.5%
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187
BF-B
Brown-Forman
Brown-Forman reported earnings (2026-09-02) — a binary event that should not be underwritten with a fresh entry, so any position must wait until after the print. Fundamentals are solid but unremarkable for a spirits fran…
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Rating on hold
Last reviewed
2026-09-01
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188
CDE
Coeur Mining
Coeur Mining screens as a middling-quality cyclical miner (composite 46.71/100) with reflationary commodity tailwinds (weak USD, elevated oil/metals) but a leverage profile (D/E 6.85) that raises balance-sheet risk throu…
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Watch view
Last reviewed
2026-09-01
On track · -4.4%
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189
CIEN
Ciena
CIEN reported earnings on 09-03-2026 — a binary event that should be resolved before any new entry; opening a position now would be underwriting event risk rather than a fundamentals-driven thesis. The business shows dec…
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Rating on hold
Last reviewed
2026-09-01
Under review · -16.6%
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190
CMG
Chipotle Mexican Grill
Chipotle's ROE near 50% and steady 16% operating margin reflect a durable, well-run franchise, but at 35x earnings and 43x P/FCF the valuation embeds little room for error, and the composite quality/valuation blend (44.5…
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Below grade
Last reviewed
2026-09-01
On track · -2.7%
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191
ETN
Eaton
Eaton is a quality electrical/power-management franchise with a 19.7% ROE, but at 41x earnings and over 50x P/FCF the valuation embeds aggressive expectations for continued data-center and grid-electrification capex, lea…
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Below grade
Last reviewed
2026-09-01
On track · -2.1%
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192
GWRE
Guidewire Software
GWRE reported earnings on 09-03-2026, just two trading days out — a binary event that blocks any responsible new entry today, so any position should wait until after the print regardless of conviction level. The business…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Rating on hold
Last reviewed
2026-09-01
Under review · -25.3%
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193
HPE
Hewlett Packard Enterprise
HPE reported earnings on 09-02-2026 — a binary event that should be observed before any new entry, so this is explicitly a post-print watch rather than a pre-print buy. Fundamentals are mixed: mid-single-digit ROE, thin…
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Rating on hold
Last reviewed
2026-09-01
On track · +6.1%
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194
KVUE
Kenvue
Kenvue is a durable consumer-health franchise (Tylenol, Listerine, Neutrogena) but the fundamentals here are middling — quality score 50/100, ROE under 16%, elevated D/E near 82%, and modest FCF margin — at a full 22x P/…
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Below grade
Last reviewed
2026-09-01
Under review · -5.1%
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195
MCHP
Microchip Technology
MCHP is a quality analog/microcontroller franchise riding the early innings of a semiconductor cyclical recovery, with 23.96% op margins and 26.64% FCF margin, but ROE of 7.19% and P/E above 108x show earnings still depr…
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Watch view
Last reviewed
2026-09-01
On track · -2.7%
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196
MDT
Medtronic
Medtronic reported earnings on 09-01-2026 — so no new entry should be initiated ahead of this binary event; any position sizing decision must wait for the print to clear. Fundamentals are middling (quality score ~50, ROE…
TIER DNEUTRALNEUTRAL…more
Rating on hold
Last reviewed
2026-09-01
On track · +3.6%
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197
MET
MetLife
MetLife is a large, diversified life/annuity franchise trading at a reasonable 18.3x P/E, but quality metrics are weak — ROE of 13% and ROA of 0.45% are unremarkable for the sector, op margin is thin at 5.5%, and D/E nea…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · +2.7%
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198
MTB
M&T Bank
M&T Bank is a regional bank trading at a modest 12.5x P/E with a 45% operating margin, but ROE of 10.7% is unexceptional and the fundamentals composite of 54/100 reflects average rather than franchise-grade quality. Cove…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +1.7%
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199
NOW
ServiceNow
ServiceNow remains a durable, high-growth SaaS platform, but at 93x P/E and a valuation score of 30/100, the stock prices in years of flawless execution while op margin of 4% and ROE of 14% look thin relative to its mult…
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Below grade
Last reviewed
2026-09-01
On track · -3.8%
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200
NTAP
NetApp
NetApp earnings on 09-02-2026 (since reported) — a binary event that should block any fresh entry until the print clears; this thesis explicitly recommends waiting for post-earnings clarity before sizing a position. Fund…
TIER DNEUTRALOVERWEIGHT…more
Rating on hold
Last reviewed
2026-09-01
On track · +1.6%
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201
PEP
PepsiCo
PepsiCo is a durable global franchise with high ROE (51.5%) but elevated leverage (D/E 239%), and the current price sits at a full-cycle valuation (P/FCF 24.5x, P/E 18.7x) for a low-single-digit organic grower. Smart-mon…
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Watch view
Last reviewed
2026-09-01
On track · -2.9%
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202
PHM
PulteGroup
PulteGroup screens as a reasonably priced, decently profitable homebuilder (P/E 12.79, ROE ~15%) trading in a Consumer Cyclical sector the current regime treats as neutral rather than favored — not one of the overweight…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
Under review · -5.8%
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203
PNC
PNC Financial Services Group
PNC is a well-capitalized regional bank trading at a modest 13.2x P/E with a healthy 38.7% operating margin, but ROE of 12.6% is unremarkable for the sector and quality score sits below 50, limiting the case for aggressi…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Watch view
Last reviewed
2026-09-01
On track · +1.3%
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204
STX
Seagate Technology
Seagate's storage business is riding the AI-driven hard-disk demand cycle, with op margins expanding to 43% and ROE figures (371%) that reflect a heavily buybacked, thin equity base rather than a sustainable capital stru…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -2.8%
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205
STZ
Constellation Brands
Constellation Brands offers a quality beer franchise (35.9% op margin, 23.7% ROE) at an undemanding multiple (P/E 12.7x, P/FCF 10.1x), reflecting market skepticism on volume growth and elevated leverage (D/E 123%). Smart…
TIER DHEADWINDUNDERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -4.3%
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206
TGT
Target
Target's fundamentals show a modest-quality retailer (26.4% ROE but thin 5.9% op margin and 3.2% FCF margin) trading at a reasonable 17.3x P/E, with an August earnings 8-K already reflected in the price and a heavy wave…
TIER DHEADWINDUNDERWEIGHT…more
Watch view
Last reviewed
2026-09-01
On track · -1.3%
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207
USB
U.S. Bancorp
US Bancorp is a solid regional-bank franchise with reasonable valuation (P/E 12.7, valuation score 62.7) and a 39.7% operating margin, but ROE of 12.6% and quality score of 52 place it as merely average, not a durable co…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-05
On track · -2.0%
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208
AHR
American Healthcare REIT
AHR screens as under-followed: only 1 fund currently holds the name against a market cap of $10.5B, and quality/valuation scores are weak (ROE 3.95%, P/E 78.71x, quality score 27.58/100). The stock sits in a Real Estate…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -1.6%
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209
ALLE
Allegion
Allegion is a quality franchise — high ROE (33.7%), solid 22.1% operating margins — but it sits in Industrials, currently the second-weakest sector in this regime (10 of 11, composite -6.2%), with no cyclical catalyst ev…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +0.1%Insider buying · 1 buy 30d
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210
ALLY
Ally Financial
Ally trades at a low P/E of 10.6x with a strong 25% operating margin, but ROE of 9.68% and ROA of 0.75% are subpar for a financial franchise, and quality score of 35/100 reflects a mediocre underlying business. Smart-mon…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -6.6%
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211
ALSN
Allison Transmission
Allison Transmission shows solid ROE (28.4%) and reasonable P/E (20x), but P/FCF near 49x and FCF margin under 5% signal that free cash generation lags reported earnings quality, and D/E above 200% adds leverage risk in…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -1.9%
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212
AM
Antero Midstream
Antero Midstream shows solid margins (52% op margin, 33% FCF margin) and respectable ROE near 20%, but high leverage (D/E ~186%) and only 2 funds holding with weak persistence leave this flagged as under-followed — stron…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -4.1%
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213
AMCR
Amcor
Amcor is a global packaging franchise trading at a reasonable 14.1x P/FCF, but quality metrics are weak — ROE of 9.4% and op margin under 10% reflect a low-margin, capital-intensive packaging business with elevated lever…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
Under review · -7.9%
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214
AMH
American Homes 4 Rent
AMH is a residential REIT with decent FCF margins and stable operating margins, but ROE of 7.08% and a quality score under 42 are unremarkable for the sector, and the stock trades in under-followed territory with zero in…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -7.1%Insider buying · 11 buys 30d
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215
APG
APi Group
APG is a durable niche industrial franchise, but at 52x trailing earnings and 26x P/FCF with a quality score of 37/100 and ROE of just 10%, the valuation embeds expectations the current margin profile doesn't support. Co…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -5.5%
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216
APO
Apollo Global Management
Apollo shows mediocre quality metrics for an alternative asset manager — ROE of 11.4%, quality score under 40, and a P/E above 50 that embeds aggressive expectations relative to its ROA of under 1%. Smart-money positioni…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -8.8%
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217
AR
Antero Resources
Antero Resources shows respectable profitability (26% op margin, 14% ROE) and trades at a reasonable 10.9x P/E, with sector momentum favoring Energy and a soft-oil/weak-dollar backdrop. However, smart-money confirmation…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +1.9%
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218
ARES
Ares Management
Ares Management shows respectable FCF margins (36%) but weak overall quality (44/100) and stretched valuation (P/E 66x, valuation score 36/100) at a price near recent highs. Smart-money confirmation is minimal — only 2 f…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -8.7%
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219
ARM
Arm
ARM's franchise quality (25.9% FCF margin, dominant IP licensing moat) is real, but at 244x P/E and 194x P/FCF the valuation embeds years of flawless royalty-rate expansion and AI-compute upside, leaving no margin of saf…
TIER DNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.2%
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220
AWK
American Water Works
American Water Works is a durable regulated-utility franchise with a strong 40.7% operating margin, but ROE of 10.1% and a 24.4x P/E leave limited valuation margin of safety, and negative FCF margin reflects heavy capex…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +0.5%
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221
BALL
Ball
Ball is a durable packaging franchise with a reasonable P/E (18.15x) but weak underlying quality metrics — ROE of 17% masks high leverage (D/E 131.5%), thin FCF margin (2.65%), and a rich P/FCF of 44x that leaves little…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -3.6%
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222
BDX
Becton, Dickinson and
BDX screens as under-followed: only 1-2 funds hold the name with weak persistence and no cluster confirmation, despite reasonable valuation (P/FCF 11.15) and a healthcare sector that is currently leading. However, qualit…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -0.3%
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223
BEN
Franklin Templeton
Franklin Resources trades at a reasonable 22.9x P/E but the underlying business shows weak quality signals — ROE of 7.9%, a 41.96/100 quality score, and negative FCF margin — consistent with a traditional asset manager f…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -2.0%
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224
BG
Bunge Global SA
Bunge is a scaled agribusiness trading at 24.7x earnings with weak quality metrics — ROE of 7.2%, operating margin under 5%, negative FCF margin, and leverage near 98% D/E — that don't support a premium multiple. Coverag…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +4.3%
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225
BIIB
Biogen
Biogen screens as a mediocre-quality business at a full price: ROE of just 4.58%, P/E of 38x against a quality score of 43/100 reflects a pipeline-transition story that the market has already priced generously. Coverage…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +0.4%
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226
BKR
Baker Hughes
Baker Hughes shows decent quality metrics (16.5% ROE, 15.9% FCF margin, reasonable 14.6x P/FCF) and sits in a leading sector (Energy) with a favorable commodity backdrop of soft oil and a weak dollar. However, smart-mone…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -12.4%
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227
BMRN
BioMarin Pharmaceutical
BioMarin trades at extreme valuation multiples (P/E 182x, P/FCF 153x) against weak returns on capital (ROE 1.18%, ROA 3.26%) and a thin FCF margin of 2.5%, which is a poor combination even in a healthcare-leading sector.…
TIER BNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -1.4%
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228
BNY
Bank of New York Mellon
BNY shows solid profitability (40% op margin, 14% ROE) at a reasonable P/E of 19x, but smart-money confirmation is essentially absent — only 1 fund holding with minimal persistence and a smart-money score of 2/100, quali…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -3.4%
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229
BR
Broadridge Financial Solutions
Broadridge shows solid quality metrics — ROE near 41%, reasonable P/E of 17.8x and P/FCF of 16.6x — but smart-money confirmation is essentially absent, with only 1 fund holding and a smart-money score of 2.1/100, placing…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · +1.9%
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230
BROS
Dutch Bros
Dutch Bros shows top-line growth optics but weak underlying quality: ROE of 14.6%, thin FCF margin of 0.09%, elevated leverage (D/E ~124%), and a P/E above 70x embed aggressive expectations that current cash generation d…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -15.3%
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231
BSY
Bentley Systems
BSY shows respectable profitability (25% op margin, 24.8% FCF margin, 24.5% ROE) but trades at a rich 40x P/E with elevated leverage (D/E 105%), and the smart-money picture is an under-followed case — only 2 funds hold t…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Under review · -12.5%
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232
BTSG
BrightSpring Health Services
BTSG screens as under-followed: a single fund holding with only one quarter of persistence and no cluster activity, despite decent free cash flow generation. Quality score of 36/100, thin operating margins of 3.4%, high…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -2.3%
Read Entire ThesisMore
233
BWA
BorgWarner
BorgWarner shows modest quality metrics (ROE 8.06%, op margin 10.64%) at a full valuation (P/E 33.82) that is not corroborated by institutional positioning — only one fund currently holds the name with a smart-money scor…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -6.8%Insider buying · 1 buy 30d
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234
BX
Blackstone
Blackstone shows strong ROE (31.4%) and operating margins (54%) typical of a top-tier alternative asset manager, and insider buying from a director plus a wave of analyst initiations is constructive. However, only 2 fund…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -10.9%Insider buying · 2 buys 30d
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235
BXP
BXP
BXP is a quality office REIT franchise but screens weak on this composite: ROE of 5.3%, quality score 36/100, and D/E above 210% reflect a capital-intensive balance sheet still working through a higher-rate refinancing c…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -5.1%
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236
C
Citigroup
Citigroup screens as a low-quality compounder — ROE of 8.53% and ROA of 0.66% are subpar for a money-center bank, and the quality score of 27.7/100 confirms structural profitability lag versus peers despite a cheap 15x P…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -2.2%
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237
CART
Maplebear
CART shows solid fundamentals — 23% FCF margin, 12.3x P/FCF, and a reasonable 26.7x P/E — but smart-money confirmation is weak: only 2 funds hold the position with persistence just at the Tier B/C boundary, and the low s…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +1.2%
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238
CAT
Caterpillar
CAT's fundamentals show strong ROE but valuation is stretched (P/FCF ~78x, P/E ~37x) against a modest 6.76% FCF margin and elevated leverage (D/E 233%), leaving little margin of safety at the current price near the top o…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -8.5%
Read Entire ThesisMore
239
CBRE
CBRE Group
CBRE screens as a low-quality setup at current levels: quality score of 25/100, thin operating margins (3.6%), high leverage (D/E 118%), and a P/E of 33x that is not supported by the underlying profitability profile. Sma…
TIER DNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.4%
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240
CCEP
Coca-Cola Europacific Partners
Coca-Cola Europacific Partners is a durable bottler franchise with a 23.5% ROE, but the quality and valuation scores here are mediocre (41/100 and 39.5/100) and P/FCF near 30x is rich for a low-single-digit-margin bottle…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -3.1%
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241
CCI
Crown Castle
Crown Castle offers a durable tower/fiber franchise with solid margins (46.8% op margin, 21% ROE), but it sits in Real Estate — currently the weakest-ranked sector (9 of 11) in a RISK_ON regime that is overweighting Tech…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.6%
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242
CCK
Crown
CCK screens as under-followed: reasonable valuation (P/E 17.45, P/FCF 15.16) and solid ROE of 27%, but only 2 funds hold the position with weak persistence and no cluster confirmation — insufficient smart-money convictio…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -5.6%
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243
CEG
Constellation Energy
CEG combines weak fundamentals (quality score 42/100, negative FCF margin, D/E of 76%) with thin smart-money confirmation — only 1 fund currently holding despite 4-quarter persistence, well below the Tier A/B thresholds…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Under review · -6.3%
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244
CFG
Citizens Financial Group
Citizens Financial is a regional bank trading at a reasonable 15x P/E with a modest quality profile (ROE 8.3%, ROA 0.94%), but fundamentals here are unremarkable rather than compelling — quality score sits below 44/100.…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +2.5%
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245
CG
Carlyle Group
Carlyle screens as under-followed: fundamentals are weak (quality score 24/100, ROE under 8%, D/E near 198%, P/E over 48x) and smart-money confirmation is essentially absent (1 fund holding, zero persistence, no cluster)…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -15.2%
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246
CGNX
Cognex
Cognex is a quality machine-vision franchise with solid margins, but at 58.6x P/E and 52.4x P/FCF against modest 11% ROE, valuation embeds growth expectations the business isn't yet delivering — a PEG profile that fails…
TIER DNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.8%
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247
CHD
Church & Dwight
Church & Dwight is a durable, high-ROE consumer franchise, but at 31.98x P/E / 25.2x P/FCF it screens as a Consumer Defensive staple priced like a growth name, while the current regime has Consumer Staples explicitly UND…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -5.2%
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248
COHR
Coherent
Coherent shows genuinely weak fundamentals at a rich price: ROE under 8%, negative FCF margin, and a P/E above 64x on an 11.8% operating margin do not support the current valuation even with Technology as an overweight s…
TIER BNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -4.1%
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249
COST
Costco Wholesale
Costco is a durable membership-driven franchise with solid ROE (29%), but at $943.89 it trades at 47x earnings and 60x FCF against a razor-thin 2.37% FCF margin — valuation embeds near-flawless execution for years to com…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -2.7%
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250
CRBG
Corebridge Financial
CRBG screens as under-followed: only 1 fund holding with weak persistence and no cluster confirmation, despite a reasonable valuation score. Quality metrics are unimpressive for an insurer — ROE of 7.14%, ROA of 0.31%, a…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +1.0%Insider buying · 2 buys 30d
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251
CSX
CSX
CSX is a quality rail franchise (24.4% ROE, 38.4% op margin) but trades at 29x P/E and nearly 48x P/FCF — a valuation score of just 34/100 that leaves little margin of safety for a business growing FCF only modestly. Ind…
TIER DHEADWINDNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -3.1%
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252
CTAS
Cintas
CTAS is a high-quality franchise with strong ROE and margins, but at 40.6x P/E and 54.5x P/FCF, valuation embeds little margin of safety for a name growing at a moderate industrial pace. Smart-money confirmation is essen…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +0.7%
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253
CVS
CVS Health
CVS screens as under-followed: reported metrics show only modest quality (ROE 6.2%, op margin 3.9%, quality score 19/100) alongside weak smart-money confirmation (1 fund holding, persistence of only 2 quarters, no cluste…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -1.7%
Read Entire ThesisMore
254
D
Dominion Energy
Dominion Energy sits in Utilities, the weakest-ranked sector (11 of 11) in the current RISK_ON regime and an explicit macro underweight, with negative sector composite momentum. Fundamentals are mediocre for a defensive…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.3%
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255
DD
DuPont de Nemours
DuPont's chemicals franchise shows a wide gap between reported ROE (1.79%) and quality score (43.7/100) versus a P/E of 58x — valuation is not supported by current profitability, even though P/FCF of 9.9x and a 26% FCF m…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
Under review · -7.6%
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256
DDOG
Datadog
DataDog's fundamentals do not support a BUY at this valuation: ROE of 4.7%, operating margin under 1%, and a P/E near 484x reflect a business still converting scale into a fraction of the profitability its multiple assum…
TIER ANEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.0%
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257
DG
Dollar General
Dollar General is a low-quality staples name (quality score 24.96/100, D/E of 179%, op margin under 6%) trading at a reasonable but not compelling multiple (14.85x P/FCF, 18.3x P/E). Smart money is thin — 2 funds holding…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +1.9%
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258
DIS
Walt Disney
Disney's fundamentals are middling — ROE of 8%, thin FCF margin near 5%, and a P/FCF near 38x that looks rich against quality metrics that score below average. Smart money is Tier D (only 3 funds holding, no recent clust…
TIER DNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · +1.6%
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259
DOCN
DigitalOcean
DigitalOcean shows a high headline ROE but this coexists with negative FCF margin, high leverage (D/E 212%), and a weak quality score (40/100), suggesting the profitability metric is distorted by capital structure rather…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +8.7%
Read Entire ThesisMore
260
DOCU
DocuSign
DocuSign shows solid free-cash-flow generation (38% FCF margin, P/FCF under 10x) but only moderate quality metrics (ROE 16%, op margin 13%) and an under-followed smart-money profile — just 2 funds holding with weak persi…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · +12.4%
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261
DOV
Dover
Dover is a durable diversified industrial with solid ROE (~15%) and op margins near 19%, but at 23.7x P/E and 28.9x P/FCF the valuation is not compelling for a mid-quality compounder, and coverage is thin — under-followe…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.6%
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262
DUK
Duke Energy
Duke Energy is a regulated utility with modest ROE (9.86%), negative FCF margin, and elevated leverage (D/E 162%), trading in a sector that ranks dead last (11 of 11) in the current RISK_ON regime with an explicit macro…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.7%
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263
DVN
Devon Energy
DVN reported earnings on 08-04-2026, a binary event that argues against opening any new position ahead of the print regardless of other signals. The stock is flagged under-followed — only 1 fund currently holds the posit…
UNDER-FOLLOWEDHEADWINDNEUTRAL…more
Rating on hold
Last reviewed
2026-07-31
Stretched · +11.9%Insider buying · 1 buy 30d
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264
DXCM
DexCom
DXCM shows solid quality metrics (38.5% ROE, 24.3% op margin) but is flagged under-followed: only 2 funds hold the name with just 2 quarters of persistence and no cluster formation, falling short of both Tier B and Tier…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -5.6%
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265
EBAY
eBay
eBay shows solid profitability (ROE 46.6%, op margin 21.6%) but only a single tracked fund holds the stock with no recent institutional cluster, placing it in under-followed territory despite decent fundamentals. High le…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +5.7%
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266
ECL
Ecolab
Ecolab is a durable specialty-chemicals franchise with solid ROE (~22%), but at 37.6x P/E and 53.8x P/FCF against an 8.8% FCF margin and modest 18.5% op margin, valuation is stretched relative to growth and leverage (D/E…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -2.7%Insider buying · 2 buys 30d
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267
ED
Consolidated Edison
Consolidated Edison offers a stable regulated-utility profile but screens weak on quality (ROE 8.96%, negative FCF margin, D/E above 110%) while trading at a 17.6x P/E that leaves little valuation cushion. Utilities rank…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.2%
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268
EFX
Equifax
Equifax is a durable data-franchise with recurring-revenue economics, but at 33.8x P/E and 23.5x P/FCF against ROE of only 14% and D/E above 120%, valuation is not compelling relative to quality metrics — composite funda…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -8.9%
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269
EL
Estée Lauder Companies
Estée Lauder shows weak quality metrics — ROE of 4.75%, op margin of 7.0%, and a P/E above 200x reflecting depressed trailing earnings against a still-heavy valuation multiple. Leverage is elevated (D/E ~243%) and smart-…
TIER BNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -4.0%
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270
ELS
Equity LifeStyle Properties
ELS is a REIT (manufactured-home/RV communities) with solid profitability metrics — 32% op margin, 38% FCF margin — but only 1 fund currently holding and a smart-money score of 3/100 flags it as under-followed: high fund…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -6.1%
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271
EMR
Emerson Electric
EMR shows respectable but unremarkable quality metrics (ROE 12.8%, op margin 26.9%) at a full valuation (P/E 35.7x, P/FCF 24.7x) with zero funds currently holding the position and no persistence or cluster signal — an un…
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Below grade
Last reviewed
2026-08-15
Under review · -9.1%
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272
ENTG
Entegris
Entegris is a quality semiconductor materials franchise in an OVERWEIGHT Technology sector, but at $135 it trades on 68x earnings and 43x FCF against a weak 7.7% ROE and 19% operating margin — a valuation-to-quality mism…
TIER DNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -4.9%
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273
ETR
Entergy
Entergy is a regulated utility with negative free cash flow margin, high leverage (D/E 187%), and only middling ROE of 10.25% — quality metrics that don't clear the bar at 27x earnings. Utilities rank last of 11 sectors…
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Below grade
Last reviewed
2026-09-01
On track · -2.5%
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274
EVRG
Evergy
EVRG is a regulated Kansas/Missouri utility with modest ROE (9.25%) and high leverage (D/E 160.55), currently trading at 20.6x P/E despite negative FCF margin — valuation is not compelling enough to fight the sector tilt…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.2%
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275
EW
Edwards Lifesciences
Edwards Lifesciences shows durable franchise characteristics but weak returns on capital (ROE 9.2%) against a rich valuation (P/E 54.5x, P/FCF 42.8x) that does not compensate for the risk. Smart-money confirmation is thi…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -6.6%
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276
EXPD
Expeditors International of Washington
EXPD shows strong returns on capital (ROE 42.7%) but weak smart-money confirmation: only 1 fund currently holds the name, persistence of just 2 quarters, and a smart-money score of 3.1/100 — this is effectively an under-…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +4.0%
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277
EXR
Extra Space Storage
Extra Space Storage is a quality self-storage operator with strong FCF margins (42.7%) and high operating margins (45.9%), but ROE of 6.95% is modest for the leverage carried (D/E ~102%), and valuation (P/E 31.4x, valuat…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.2%
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278
FAST
Fastenal
Fastenal is a high-quality distribution franchise (ROE 34%, ROA 21%) but trades at 43x earnings and nearly 62x P/FCF — valuation is priced for a growth profile the business's 10.5% FCF margin doesn't support. Smart-money…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +0.3%
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279
FDX
FedEx
FDX screens as under-followed: moderate fundamentals (ROE 14.85%, quality score just 28/100, high D/E of 135.7%) are not confirmed by institutional conviction — only 2 funds hold with persistence of 2 quarters and a smar…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -6.6%
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280
FIS
Fidelity National Information Services
FIS trades at a statistically cheap valuation (P/E 6.59, P/FCF 8.36) with respectable ROE and margins, but only 1 fund currently holds the name with minimal persistence — a smart-money under-followed profile despite the…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Under review · -11.1%
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281
FITB
Fifth Third Bancorp
Fifth Third Bancorp is a mid-tier regional bank with sub-par profitability (ROE 8.4%, ROA 0.92%) that falls short of the quality bar for a high-conviction medium-term thesis, even though valuation is unremarkable rather…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +1.2%
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282
FIVE
Five Below
Five Below shows respectable ROE (21%) and improving analyst sentiment, but smart-money confirmation is thin — only 2 funds holding with persistence just at the Tier D/C boundary, well short of the conviction needed to t…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +2.1%
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283
FLEX
Flex
Flex is a low-margin electronics manufacturing services (EMS) business trading at 41x earnings and 64x FCF despite a 4.97% operating margin and 2.14% FCF margin — valuation is disconnected from the underlying quality of…
TIER DNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.9%
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284
FLS
Flowserve
FLS shows moderate fundamentals (16.9% ROE, 13.9% op margin) but the smart-money picture is thin: only 1 fund currently holds the name and the smart-money score sits at 3.1/100, meeting the under-followed criteria despit…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -11.7%
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285
FOXA
Fox
FOXA screens as under-followed: moderate fundamentals (14.3% ROE, 25% op margin) but only 2 funds holding and a smart-money score of 3.1/100 fail to confirm conviction — persistence of 2 quarters with just 1 current hold…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · -0.7%
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286
FTI
TechnipFMC
FTI shows solid quality metrics (ROE 35.8%, FCF margin 14%) trading at a reasonable P/FCF of 21x, and sits in a leading sector under a favorable macro backdrop with soft oil and a weak dollar. However, zero funds current…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -7.3%Insider buying · 1 buy 30d
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287
GGG
Graco
Graco shows durable quality metrics — 21% ROE, ~30% operating margin, healthy FCF conversion — but smart-money confirmation is minimal: only 2 funds holding with persistence just above the Tier D threshold, no cluster, a…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -6.6%
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288
GLPI
Gaming and Leisure Properties
GLPI is a gaming REIT with a durable triple-net lease model, solid ROE and high FCF margin, trading at an undemanding P/E, but the under-followed flag reflects thin institutional confirmation (2 funds, persistence of onl…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Under review · -5.8%Insider buying · 1 buy 30d
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289
GM
General Motors
GM screens cheap on P/FCF (3.56x) but the underlying quality metrics — ROE of 3.16%, op margin of 3.20%, and D/E above 200% — reflect a capital-intensive, low-return auto manufacturer rather than a durable franchise. Sma…
TIER BNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +1.0%
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290
GMED
Globus Medical
GMED shows solid but unspectacular fundamentals — 24.75% op margin, 11.81% ROE, reasonable P/E of 21.91 — but zero funds currently hold the stock despite decent quality metrics, an under-followed profile flagged as a red…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -11.7%
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291
GNRC
Generac
Generac's fundamentals are middling for a quality screen — ROE under 10%, op margin under 18%, and a P/E north of 42x against a 6.5% FCF margin — which is a demanding valuation for the growth on offer. Smart-money suppor…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -4.6%
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292
GPC
Genuine Parts
GPC's headline P/E of 542x and ROE of 0.71% point to a business whose earnings base has been severely compressed relative to its balance sheet — likely one-off charges or margin destruction, not a temporary blip — while…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -1.9%
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293
GPN
Global Payments
Global Payments' reported ROE of 2.43% and ROA of 2.33% are weak for a payments processor and inconsistent with a durable-franchise quality bias, despite a P/E of 43x that prices in a much stronger growth or margin traje…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.9%
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294
HBAN
Huntington Bancshares
Huntington Bancshares is a mid-cap regional bank trading at a modest 12.9x P/E with mediocre profitability (ROE 9%, quality score under 33) that doesn't clear the bar for a differentiated quality thesis. Smart-money conf…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +0.6%
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295
HOOD
Robinhood Markets
HOOD shows strong ROE (23.6%) and operating margin (43.9%), but valuation is stretched at 42.95x P/E against a Valuation score of just 22.66/100, and leverage is elevated (D/E 240%) for a business with cyclical trading-r…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +9.1%
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296
HRL
Hormel Foods
Hormel's fundamentals are weak for a quality-bias framework: ROE of 5.83%, thin FCF margin of 3.86%, and elevated leverage (D/E 4.24) sit against a 25.7x P/E that prices in more than the business is delivering, especiall…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -4.0%
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297
HST
Host Hotels & Resorts
Host Hotels shows respectable value metrics (P/FCF 9.4x, P/E 15.4x, FCF margin 27%) but quality is middling (ROE 15.6%, D/E 85%) and smart-money confirmation is minimal — only 2 funds hold, with just 1 quarter of persist…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · -2.3%
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298
HSY
Hershey
Hershey shows solid returns on capital (ROE 33%) and reasonable valuation (P/E 24.4x, P/FCF 20.3x), but the business sits in Consumer Staples — a sector the current RISK_ON regime explicitly tags UNDERWEIGHT — and covera…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.4%
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299
HUM
Humana
Humana's fundamentals show low quality at the current price — ROE of 6.9%, op margin of 3.5%, and D/E above 76% reflect the ongoing Medicare Advantage margin pressure from elevated utilization and star-ratings headwinds,…
TIER BNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +6.4%
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300
INVH
Invitation Homes
INVH is a single-family rental REIT with modest ROE (7.05%) and mediocre quality/valuation scores (45/41), trading at a P/E near 27x despite Real Estate ranking 9 of 11 sectors in the current regime. Smart-money support…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -5.3%
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301
IQV
IQVIA
IQV is a leading CRO franchise with respectable ROE (22.8%) and FCF margin (12.7%), but quality score is middling (40/100), D/E is elevated at 258%, and op margins are unremarkable for a scale player in clinical research…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +1.7%
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302
IR
Ingersoll Rand
Ingersoll Rand is a decent industrial franchise, but ROE of 9.5% and quality score of 50/100 are middling, while a 32x P/E and 27x P/FCF price in more than the fundamentals justify. Coverage is thin — under-followed, 1 t…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -6.4%
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303
IRM
Iron Mountain
Iron Mountain's records-storage franchise generates an 85% ROE, but at 82x trailing earnings with negative free cash flow margin, valuation embeds aggressive expectations for the data-center and digital transformation bu…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.9%
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304
J
Jacobs Solutions
J's fundamentals are weak for a quality-biased medium-term hold — ROE of 8%, op margin of 7.4%, D/E above 124%, and a P/E near 48x against a mid-single-digit FCF margin embed little safety margin. Smart-money support is…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -0.5%
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305
JCI
Johnson Controls International
Johnson Controls is a decent quality franchise (ROE 14.3%, 15.9% op margin) but trades at 39x earnings and 28x FCF — a valuation that already prices in sustained margin expansion, while quality score sits at only 48/100…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.3%
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306
KDP
Keurig Dr Pepper
KDP screens as a low-quality, moderately-levered consumer staples name — ROE of 5.1%, op margin under 13%, and D/E near 100% — trading at 32.8x earnings despite a Consumer Defensive sector tilt that sits outside the curr…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -0.9%Insider buying · 1 buy 30d
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307
KEY
KeyCorp
KeyCorp trades at a modest 12.6x P/E with respectable 34.7% operating margins, but ROE of 10.3% and a quality score of 36/100 reflect a regional bank with unremarkable capital efficiency rather than a durable franchise.…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +1.6%
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308
KIM
Kimco Realty
Kimco is a REIT with mediocre ROE of 5.81% and modest quality (55.84/100), trading at 27.89x earnings and 18.25x P/FCF — valuation that doesn't compensate for a sector-lagging position (Real Estate ranked 9 of 11) and on…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.0%
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309
KO
Coca-Cola
KO is a durable franchise with strong ROE (42%), but valuation is stretched — P/FCF of 73x and P/E of 27x embed very little margin of safety for a low-single-digit organic grower, and the Consumer Defensive sector carrie…
TIER BNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +0.8%
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310
LDOS
Leidos
LDOS screens as under-followed: reasonable valuation (P/E 13.4x, P/FCF 15.8x) and solid ROE of 27.8%, but only 1 fund holds the stock with a single quarter of persistence — well short of any confirming smart-money tier.…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · -7.6%
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311
LEN
Lennar
Lennar's fundamentals are weak for a quality-biased framework: ROE of 7.4%, operating margin of 5.3%, and a composite score of 32/100 reflect margin compression in the current homebuilding cycle, and the sell-side is bro…
TIER ANEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -4.9%
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312
LHX
L3Harris Technologies
L3Harris is a durable defense franchise, but at 26.95x P/E with only 9.4% ROE and a 9.7% operating margin, the valuation does not reflect the mediocre profitability profile. The stock sits within an Industrials sector th…
TIER BHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -6.5%
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313
LNT
Alliant Energy
Alliant Energy is a stable regulated utility, but it sits in the weakest-ranked sector this cycle (Utilities, 11 of 11) against a RISK_ON regime that overweights cyclicals and growth sectors. Quality metrics are middling…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.5%
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314
LUV
Southwest Airlines
Southwest shows a low ROE of 11.1% and a thin 3.4% operating margin with negative FCF margin — weak quality metrics for an airline attempting a post-restructuring turnaround, and D/E near 97% adds balance-sheet risk. The…
UNDER-FOLLOWEDHEADWINDNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +2.6%
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315
MDLZ
Mondelez International
Mondelez is a durable global snacking franchise, but at 22.7x P/E and 35x P/FCF with ROE of only 13% and op margins under pressure, valuation is not compelling relative to quality metrics that score below average (qualit…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +0.5%
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316
MKC
McCormick &
McCormick offers a stable spice/flavorings franchise with solid ROE (24.7%) and a low headline P/E (9.3x), but P/FCF near 20x and elevated D/E (65%) temper the valuation appeal, and quality/composite scores are middling…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -7.0%
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317
MPC
Marathon Petroleum
MPC screens well on valuation (P/E 12.3x, P/FCF 11.2x) and profitability (ROE 42%) with the Energy sector currently leading the tape and a favorable soft-oil/weak-dollar backdrop, but smart-money confirmation is essentia…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Stretched · +11.5%
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318
MRK
Merck &
MRK screens as under-followed — a single tracked holder — consistent with structural factors (mega-cap pharma is often held via non-13F vehicles or index sleeves) rather than a fundamental red flag, but the fundamentals…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -2.0%
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319
NBIX
Neurocrine Biosciences
NBIX shows solid fundamentals — 22% ROE, healthy FCF margin, reasonable P/E near 23x — but smart-money confirmation is thin: only 2 funds holding with persistence just meeting the Tier B floor on funds count but falling…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +2.9%
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320
NI
NiSource
NiSource sits in Utilities, which ranks last of 11 sectors in the current RISK_ON regime and is an explicit UNDERWEIGHT tilt — a structural regime mismatch that a stock-specific catalyst would need to overcome, and none…
TIER BHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +0.4%
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321
NSC
Norfolk Southern
Norfolk Southern is a durable rail franchise with a 35% operating margin and mid-teens ROE, but valuation is stretched at 29x earnings and nearly 56x free cash flow while leverage sits above 100% D/E. Industrials rank 10…
TIER BHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -6.7%
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322
NUE
Nucor
Nucor is a well-run steel franchise with a reasonable P/E (19.7x) and stable operating margins (15.7%), but free cash flow conversion is weak (P/FCF 82.9x, FCF margin under 2%) at the current price, and ROE of 14.5% is u…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +2.0%
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323
NVT
nVent Electric
nVent is a decent quality electrical/infrastructure franchise (ROE ~16%, op margin ~19%) but at 41.9x P/E and 53.9x P/FCF the valuation embeds far more growth than the fundamentals currently support, and Industrials rank…
UNDER-FOLLOWEDHEADWINDNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -2.7%
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324
NWSA
News
NWSA reported earnings on 08-05-2026, a binary event that blocks any new-entry thesis; no position should be initiated ahead of the print. Fundamentals are middling (ROE 6.5%, quality score 44/100) despite an attractive…
TIER DHEADWINDOVERWEIGHT…more
Rating on hold
Last reviewed
2026-07-31
On track · +6.0%
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325
O
Realty Income
Realty Income is a durable net-lease REIT franchise, but at 45x earnings and 36.7x P/FCF against a 3.2% ROE and elevated leverage (D/E ~75%), the valuation does not compensate for high-single-digit growth. Real Estate ra…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.3%
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326
ODFL
Old Dominion Freight Line
Old Dominion is a best-in-class LTL operator with elite ROE (24.8%) and industry-leading operating margins (28.8%), but at 39x P/E and 42.7x P/FCF the valuation prices in a cyclical recovery that hasn't shown up yet — sh…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -9.0%
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327
OHI
Omega Healthcare Investors
OHI is a healthcare REIT with solid quality metrics (16.5% ROE, 61% op margin) but the smart-money profile is an under-followed pattern: only 2 funds holding with modest persistence and no recent cluster, well below the…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +1.7%
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328
OKE
ONEOK
OKE is a large-cap midstream operator benefiting from a reflationary backdrop (oil above 60-day average, weak dollar) and sector leadership in Energy, but the fundamental quality profile is mediocre — ROE of 16%, op marg…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +1.0%
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329
OKTA
Okta
Okta's fundamentals are unremarkable for the price paid: ROE of 3.67%, op margin of 7.32%, and a P/E above 125x embed expectations far beyond what current profitability supports, even with a healthy 32.6% FCF margin. Tra…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +7.8%
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330
ONB
Old National Bancorp
ONB screens as under-followed: a modestly profitable regional bank (ROE 10.6%, P/E 12x) trading at reasonable value but with zero institutional fund holdings, zero persistence, and no cluster activity — the smart-money s…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -4.8%
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331
ORI
Old Republic International
Old Republic screens cheaply (P/E 9.4x, P/FCF 7.3x) with solid ROE of 18.6%, but the smart-money picture is an under-followed signature — a single fund holding, no cluster, minimal persistence — despite fundamentals that…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -3.5%
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332
OVV
Ovintiv
OVV shows reasonable valuation (P/FCF 14.2x, P/E 17.9x) and sits in a leading sector amid a favorable oil/dollar backdrop, but the under-followed classification is decisive: only 2 funds hold the position with weak persi…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +3.7%
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333
P
Everpure
Pandora's fundamentals do not support a medium-term BUY: op margin of -18.45% alongside a P/E of 132.79x and P/FCF above 115x reflect a business still unprofitable on an operating basis despite reasonable ROE, and D/E of…
TIER DNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +0.8%
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334
PCAR
PACCAR
PACCAR is a durable truck-manufacturing franchise, but at 26x P/E and 33.6x P/FCF with a quality score of 41/100, the valuation embeds more optimism than the mid-cycle fundamentals (ROE 12.8%, op margin 12%) support. Cov…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.0%
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335
PCG
PG&E
PCG trades at a low absolute P/E (9.4x) but quality metrics are weak — ROE of 9.3%, negative FCF margin, and D/E near 190% reflect a leveraged balance sheet still working through wildfire-liability overhang. Utilities ra…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +2.4%
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336
PFG
Principal Financial Group
Principal Financial is a mid-tier life insurer/asset manager with a modest 12.95% ROE, thin 6.7% FCF margin, and a quality score of just 37/100 — below the durable-franchise bar this framework requires, even though the s…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +6.1%
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337
PFGC
Performance Food Group
Performance Food Group is a low-margin distributor (2.23% op margin, 7.67% ROE) trading at 43x earnings — a valuation that embeds far more growth or margin expansion than the current quality profile supports. High levera…
TIER BNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
Under review · -6.1%
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338
PG
Procter & Gamble
PG is a durable franchise with solid ROE (30.3%) and operating margins (22%), but the stock trades at 22x earnings and 25x P/FCF with a mediocre valuation score (41.6/100), leaving little margin of safety for a low-growt…
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Below grade
Last reviewed
2026-09-01
On track · +0.7%
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339
PLD
Prologis
Prologis is a quality industrial REIT franchise with strong FCF margins (56%) and dominant logistics real estate positioning, but at 31x P/E and a valuation score of 26/100 the stock is priced well ahead of its modest 7.…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -3.4%
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340
PNW
Pinnacle West Capital
Pinnacle West is a regulated Arizona utility with modest ROE (9.4%) and heavy leverage (D/E 233%) offset by negative FCF margin, reflecting continued capex-heavy rate-base growth. Coverage is thin — under-followed, 2 tra…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.3%
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341
PPG
PPG Industries
PPG is a decent-quality coatings franchise with a reasonable P/E of 16x, but returns on capital (ROE 19.3%, quality score 43.9/100) and margins (14% op margin) are unremarkable for the sector, while leverage (D/E 87%) li…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
Under review · -6.2%Insider buying · 1 buy 30d
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342
PPL
PPL
PPL is a regulated utility with modest ROE (8.6%) and negative free cash flow margin, financed with elevated leverage (D/E 135%), trading at a full 20x P/E for the growth profile on offer. Utilities rank last of 11 secto…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.0%
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343
PRU
Prudential Financial
Prudential trades at a deep discount (P/E 10.9, P/FCF 5.4) but the quality score of 25/100 reflects the underlying issue: ROE of 12% and ROA of 0.43% are subpar for a life insurer, and D/E near 164% underscores balance-s…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +1.5%
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344
PSA
Public Storage
PSA is a high-quality self-storage REIT (ROE 21.9%, op margin 45.7%, FCF margin 47.5%) but sits in Real Estate, which ranks 9 of 11 sectors in the current regime and carries a sector composite of -5.2%. Valuation is unat…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.8%
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345
PSX
Phillips 66
PSX screens reasonably on valuation (P/E 13.3, P/FCF 20.5) and sits in a currently-leading Energy sector, but only 2 funds hold the name with weak persistence and no cluster confirmation — an under-followed setup where h…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +9.9%
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346
PWR
Quanta Services
Quanta Services is a quality grid/infrastructure compounder benefiting from data-center and electrification buildout, but at $607 it trades at 70.8x P/E and 46.7x P/FCF with a quality score of just 46.7/100 — valuation e…
TIER DNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +2.5%
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347
REG
Regency Centers
Regency Centers is a quality grocery-anchored REIT with strong FCF margins (44%) and reasonable P/FCF (18.8x), but ROE of 8.2% is unremarkable and the stock sits in Real Estate, which ranks 9 of 11 sectors in the current…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.3%
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348
RF
Regions Financial
Regions Financial screens as a modestly profitable regional bank at an undemanding P/E of 12x, but quality metrics are unremarkable — ROE below 12% and a quality score under 40 point to a mid-tier franchise without a cle…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +0.5%
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349
RGEN
Repligen
Repligen screens as a low-quality, richly-valued name at current levels: ROE under 2%, P/E north of 250x, and P/FCF near 90x embed an aggressive recovery narrative in bioprocessing demand that isn't yet showing up in mar…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -7.1%
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350
RJF
Raymond James Financial
Raymond James shows solid profitability (ROE 18.4%, op margin 19.3%) at a reasonable P/E of 15.8, but smart-money confirmation is essentially absent — only 1 fund holding with a single quarter of persistence and no clust…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -5.5%
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351
RMBS
Rambus
Rambus shows solid quality metrics (ROE 17.8%, op margin 36.7%, FCF margin 26.8%) but the smart-money picture is an under-followed signal: only 1 fund holding, near-zero cluster activity, and a smart-money score of 2.1/1…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Under review · -20.3%
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352
ROKU
Roku
ROKU's fundamentals are middling — quality score 48.7/100, ROE 13.1%, and a P/E near 66x against a modest 16% FCF margin — while smart-money conviction is only Tier B-boundary (3 funds, persistence of 3 but below the 3-f…
TIER CHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · -0.2%
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353
RRX
Regal Rexnord
RRX screens with weak quality metrics for a premium multiple: ROE of 4.77% and op margin of 12.35% are unremarkable, yet the stock trades at 32.6x P/E and 23.2x P/FCF — a valuation that assumes margin expansion the curre…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.9%
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354
RTX
RTX
RTX is a quality aerospace/defense franchise, but at 36.4x P/E and 28.3x P/FCF the valuation is stretched relative to a 12.3% ROE and 12.7% operating margin, leaving little margin of safety. Industrials rank 10 of 11 in…
TIER DNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -6.0%
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355
SANM
Sanmina
Sanmina screens as a modest-quality contract manufacturer with mediocre ROE, negative FCF margin, and elevated leverage, trading at nearly 38x earnings — a valuation that assumes margin expansion this business hasn't yet…
TIER DNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Under review · -7.1%
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356
SF
Stifel Financial
Stifel Financial screens with a reasonable P/E of 15x and solid 21.8% operating margin, but smart-money confirmation is absent — only 2 funds hold with persistence of 2 quarters, well below Tier B thresholds, and the und…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -8.9%
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357
SGI
Somnigroup International
SGI screens as under-followed: reasonable ROE (17.5%) and P/FCF (20.2x) but only 2 funds hold the name with weak persistence (2 quarters, no cluster), and the composite quality score is low at 31/100 with high leverage (…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +3.1%Insider buying · 1 buy 30d
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358
SLB
SLB
SLB is a leading oilfield services franchise benefiting from a reflationary backdrop — oil above 60-day average, weak dollar, and Energy ranked #1 of 11 sectors — but the fundamentals here are middling: ROE under 13%, op…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -11.3%
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359
SN
SharkNinja
SN shows solid quality metrics (ROE 27.5%, ROA 11.8%) but zero institutional fund ownership and zero persistence is a genuine red flag — the under-followed classification signals the market's smart-money base has not val…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -8.4%
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360
SO
Southern
Southern Company is a regulated utility with stable but unremarkable returns (ROE 11.5%, quality score 31/100) trading at 21.2x earnings with negative FCF margin and elevated leverage (D/E 182%) — a valuation that leaves…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.1%
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361
SOLS
Solstice Advanced Materials
SOLS screens as a low-quality, expensive cyclical: ROE of 11.3% and negative FCF margin do not justify a P/E near 48x, and leverage is elevated at 153% D/E. Coverage is thin — under-followed, 2 tracked holders, persisten…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
Under review · -8.9%
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362
SRE
Sempra
Sempra is a quality-adjacent regulated utility with a low ROE of 6.68% and heavy leverage (D/E 84.66%), trading at 23.8x P/E in a sector ranked dead-last (11 of 11) in the current risk-on regime, which is overweight Tech…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +1.6%
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363
STLD
Steel Dynamics
Steel Dynamics is a well-run steel/metals producer with respectable ROE (17.6%) but weak free cash flow conversion (FCF margin 1.1%, P/FCF 142x) at the current price, implying the market is paying a rich multiple for cas…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +0.8%
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364
STT
State Street
State Street shows reasonable valuation (P/E 16.9, valuation score 80) and solid operating margin, but smart-money confirmation is minimal — only 1 fund currently holding with persistence of 2 quarters and no cluster act…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -1.9%
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365
SUI
Sun Communities
Sun Communities is a manufactured-housing/RV REIT with strong FCF conversion (80% FCF margin, P/FCF of 8.3x) but weak profitability optics (ROE 1.72%, P/E 157.7x) and high leverage (D/E 72.85) that make the quality and v…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.8%
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366
SWK
Stanley Black & Decker
SWK screens as under-followed: quality metrics are mediocre (ROE 6.89%, op margin 8.44%, quality score 27/100) and smart-money confirmation is essentially absent — 0 funds currently hold the stock versus a single new Two…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -12.9%
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367
SYF
Synchrony Financial
Synchrony shows strong profitability (ROE ~21%, op margin ~50%) at a cheap headline multiple (P/E 8.3x), but only one tracked fund holds the name with zero persistence and no cluster formation — an under-followed signatu…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -6.3%
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368
SYK
Stryker
SYK is flagged under-followed — quality fundamentals (17.8% op margin, 17.3% FCF margin) are not confirmed by institutional positioning, with only 2 tracked funds and a persistence count of 2, well short of Tier B thresh…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-01
Under review · -13.5%Insider buying · 4 buys 30d
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369
TECH
Bio-Techne
TECH screens as an ROE of 9% and a 62x P/E — a valuation score in the bottom third of the universe with no offsetting growth or margin acceleration to justify the multiple. Smart-money coverage is thin — under-followed,…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -0.0%
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370
TFC
Truist Financial
Truist screens as a modestly-valued regional bank (P/E 11.4x, valuation score 76.6) but ROE of 9.1% and ROA of 1.06% are subpar quality metrics that don't justify a bet against a Financials sector that's currently an OVE…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +1.0%
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371
TMO
Thermo Fisher Scientific
Thermo Fisher is a durable life-sciences tools franchise, but at 33x earnings and 36.6x P/FCF against a mid-teens ROE and modest 18.75% operating margin, valuation is not backed by best-in-class quality metrics — the com…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -0.5%
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372
TRU
TransUnion
TRU shows moderate fundamentals (15.6% ROE, ~20x P/E, reasonable FCF margin) but smart-money confirmation is essentially absent: only 1 fund holding, a smart-money score of 2.1/100, and under-followed status per the rubr…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -2.1%
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373
TSCO
Tractor Supply
TSCO is flagged as under-followed: reported ROE of ~40% and reasonable P/E (18.7x) look attractive on the surface, but P/FCF near 181x and FCF margin of 0.66% signal that free cash flow generation is far weaker than earn…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -5.6%
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374
TSLA
Tesla
TSLA screens poorly on fundamentals — ROE of 4.67%, op margin of 1.41%, and a P/E above 330x leave no valuation cushion for a mega-cap with decelerating margins. Smart-money holding is persistent (6 funds across 4 quarte…
TIER ANEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.4%
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375
UAL
United Airlines
United's low P/E masks thin fundamentals: an operating margin near 5.5%, FCF margin of just 1.45%, and debt/equity above 200% leave little cushion for a capital-intensive, cyclical business. Industrials rank 10 of 11 in…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +0.9%
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376
UPS
United Parcel Service
UPS offers reasonable valuation (P/E 19.4x, P/FCF 16x) and a solid ROE of 29.6%, but the business sits in Industrials, which is dead last of 11 sectors in the current regime (composite -6.2%), and coverage is thin — unde…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.7%
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377
USFD
US Foods
USFD is flagged as under-followed: fundamentals are middling (quality score 31/100, thin 4.2% operating margin, D/E above 126%) while smart-money confirmation is minimal, with only 2 funds holding and no current-quarter…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -13.0%
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378
VICI
VICI Properties
VICI is a REIT with a durable gaming-property triple-net-lease model, low P/E of 10.1x, and a stable rent-collection base, but the extremely low P/FCF (105.77x versus a 10x P/E) signals a mismatch between accounting earn…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.4%
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379
VNOM
Viper Energy
VNOM screens as under-followed: reported operating margin of 67% and low leverage look attractive on the surface, but ROE of ~1%, P/E near 267x and P/FCF near 482x indicate the reported earnings and free cash flow bases…
UNDER-FOLLOWEDTAILWINDNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +5.6%
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380
VTR
Ventas
Ventas screens with weak profitability at the current price — ROE of 2.01%, P/E above 165x, and a quality score in the bottom third of the coverage universe — while trading in a Real Estate sector that ranks 9 of 11 in t…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.3%
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381
WM
Waste Management
Waste Management is a durable, franchise-quality operator with strong ROE (29.8%) and consistent margins, but at 31.6x P/E and 37x P/FCF the valuation leaves little room for multiple compression, and quality/valuation co…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.4%
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382
WMB
Williams Companies
Williams delivers solid pipeline economics with a 39.5% operating margin and 21.5% ROE, and sits in the market's leading sector, but the under-followed flag — only one fund holding with no cluster or persistence — signal…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -4.2%
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383
WMT
Walmart
Walmart remains a durable, high-ROE franchise (22.3%) but at $104.87 it trades at 38x earnings and nearly 93x P/FCF with a thin 1.2% FCF margin — valuation embeds aggressive expectations that leave little margin of safet…
TIER BNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · +4.0%
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384
WPC
W. P. Carey
W. P. Carey shows respectable REIT-level fundamentals (60% FCF margin, 59% op margin, reasonable 14.9x P/FCF) but is flagged as under-followed — only 2 funds holding with a smart-money score of 4.2/100, well short of the…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -3.4%
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385
WRB
W. R. Berkley
W.R. Berkley shows solid underwriting fundamentals — ROE above 20%, healthy FCF margin, and a reasonable P/E near 14.5x — but smart-money confirmation is absent: only 2 funds hold the name with weak persistence and an un…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +0.5%
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386
XPO
XPO
XPO is a well-run LTL carrier with solid ROE (21.6%), but valuation is stretched at 57x P/E and 48x P/FCF against a modest 5.5% FCF margin and elevated leverage (D/E 206%) — the market is pricing continued margin expansi…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -6.9%
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387
XYZ
Block
XYZ screens as a low-quality, richly-valued Technology name: ROE of 1.61%, op margin of 7%, negative FCF margin, and a P/E near 144x reflect a business that has not yet demonstrated durable profitability, despite trading…
TIER BNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.1%
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388
ZBH
Zimmer Biomet
ZBH is a large-cap orthopedic device franchise trading at a reasonable 17.5x P/FCF, but ROE of 6.4% and ROA of under 4% are weak for a medical device leader, reflecting margin and capital-efficiency pressure that has per…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -3.4%
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389
ZION
Zions Bancorporation, National Association
Zions shows a reasonable P/E of 9.2x and a 16.4% ROE, but smart-money confirmation is minimal (2 funds holding, persistence of only 1 quarter, no cluster) and the under-followed flag applies — high fundamentals paired wi…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -4.2%
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390
AEP
American Electric Power
AEP is a regulated utility with moderate ROE (10.1%) but negative free cash flow margin (26.3%) and elevated leverage (D/E 160.8), reflecting heavy capex tied to grid and generation investment that is not currently self-…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.2%
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391
AKAM
Akamai Technologies
AKAM's fundamentals are weak for a quality bias mandate — ROE under 9%, op margin under 8%, and D/E near 197% reflect a maturing, capital-intensive business with limited pricing power, despite a reasonable P/FCF near 22x…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.8%
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392
ARMK
Aramark
Aramark's food/facilities services franchise shows weak underlying quality at this price — ROE below 12%, op margin under 4.5%, and FCF margin near 2%, yet it trades at ~39x P/E and ~40x P/FCF, a valuation that assumes m…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +3.9%
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393
ATO
Atmos Energy
Atmos Energy is a durable, low-risk regulated gas utility, but it sits in Utilities — ranked 11 of 11 in the current risk-on regime and an explicit sector underweight — with mediocre quality metrics (ROE 9.79%, quality s…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.4%
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394
CHRW
C.H. Robinson Worldwide
CHRW's ROE of 37% is respectable but sits atop a thin 2.83% FCF margin and 5.34% operating margin, with a P/FCF near 36x — a valuation that embeds far more durability than a brokerage-model logistics business with 121% D…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +5.2%
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395
CMS
CMS Energy
CMS is a regulated Michigan utility with modest ROE (9.16%) and negative FCF margin against high leverage (D/E 185.6), fundamentals that are unremarkable rather than compelling at 20x earnings. Coverage is thin — under-f…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.8%
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396
CNP
CenterPoint Energy
CenterPoint is a regulated utility with modest ROE (9.83%), negative FCF margin, and elevated leverage (D/E 210%) — quality metrics that lag typical durable-compounder standards, and the stock trades at 23.6x earnings de…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.4%Insider buying · 1 buy 30d
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397
EIX
Edison International
EIX offers a low headline P/E (5.57) but that masks poor cash conversion — FCF margin of 0.42% and P/FCF above 250x signal that reported earnings are not translating into free cash, likely due to heavy capex tied to wild…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Stretched · +4.0%
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398
FE
FirstEnergy
FirstEnergy offers unremarkable fundamentals for a utility — ROE under 10%, negative FCF margin, and D/E north of 200% — while sitting in Utilities, the weakest-ranked sector (11 of 11) in a RISK_ON regime that explicitl…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.0%
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399
Q
Qnity Electronics
Q screens as a mediocre-quality Technology name at a full price: ROE of 6.72% and a quality score of 55/100 sit well below what a 42.5x P/E and 32x P/FCF multiple should demand, leaving little margin of safety even with…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.8%
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400
RVTY
Revvity
RVTY screens as a mediocre-quality name at a rich multiple: ROE of 3.2%, ROA of 2.4%, and quality score of 35/100 don't support a P/E near 61x, even with a healthier 23.7x P/FCF. Coverage is thin — under-followed, 1 trac…
TIER DNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
On track · -0.1%
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401
TSN
Tyson Foods
Tyson's fundamentals are weak in absolute terms — ROE of 3.26%, operating margin of 2.71%, and a quality score of 21/100 reflect the structurally thin economics of protein processing, and a P/E of 34x is not cheap for th…
TIER BHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.6%Insider buying · 1 buy 30d
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402
TXT
Textron
Textron shows middling quality (ROE 12.1%, op margin 8.7%, FCF margin under 3%) at a fair but unexciting P/E of 15x, with weak free cash flow conversion (P/FCF ~31x) despite a modest headline earnings multiple. Coverage…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.0%
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403
UDR
UDR
UDR is a residential REIT with a respectable 44% FCF margin but middling quality (13.7% ROE, elevated D/E of 156%) and a valuation score under 41 that doesn't compensate for weak growth optics. Coverage is thin — under-f…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -4.3%
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404
VMRK
Vivmark Residential
VMRK screens as a low-quality REIT-like name (quality score 30/100, ROE 8%, op margin reported at 0%) trading at a full 25x P/E with no FCF disclosure to validate the multiple. Coverage is thin — under-followed, 1 tracke…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +1.8%
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405
XEL
Xcel Energy
Xcel Energy is a regulated utility with a modest ROE of 9.92%, high leverage (D/E 173%), and negative FCF margin reflecting heavy capex — quality metrics are weak for the sector even before considering entry price. Utili…
TIER BHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.0%
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406
XYL
Xylem
Xylem's fundamentals are middling rather than compelling — ROE of 9.2%, quality score 53/100, and a P/E of 26x against a composite score of 44/100 do not justify chasing into an Industrials sector that ranks 10 of 11 in…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.4%
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407
AEE
Ameren
Ameren is a regulated utility with negative free cash flow margin and elevated leverage (D/E ~158%) funding a heavy capex cycle, at a P/E of ~18.7x that is not cheap for a low-growth, rate-base story. Utilities rank last…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.0%
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408
ALNY
Alnylam Pharmaceuticals
ALNY carries the under-followed smart-money flag with only one tracked fund holding a single-quarter position and no cluster confirmation, and unlike the classic 'high-fundamentals under-followed' case, the underlying qu…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-07-31
On track · -12.8%
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409
BJ
BJ's Wholesale Club
BJ reported earnings on 08-21-2026, just 4 trading days out, which is a binary catalyst that argues against opening a fresh position now regardless of setup quality. Beyond the earnings risk, the fundamental picture is w…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Rating on hold
Last reviewed
2026-08-15
On track · +2.0%
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410
DAR
Darling Ingredients
Darling Ingredients screens with mediocre quality (ROE 12%, quality score 41/100) and stretched cash-flow valuation (P/FCF 48x against a 3.4% FCF margin), while smart-money confirmation is essentially absent — only 1 fun…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · -3.2%
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411
DOC
Healthpeak Properties
DOC is flagged under-followed: only 2 funds hold the stock with weak persistence, and quality metrics are unremarkable — ROE of 3.04%, quality score 31/100, D/E over 108% — despite a P/E near 59x. The healthcare REIT sit…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · -2.0%
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412
ES
Eversource Energy
Eversource shows middling quality (ROE 9%, quality score 34/100) and stretched-for-the-sector valuation (P/FCF 32.5x, D/E of 181%), which is unappealing at current levels even before the macro backdrop. Utilities rank la…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.6%
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413
EXC
Exelon
Exelon is a regulated transmission/distribution utility with mediocre quality metrics (9.7% ROE, 38.8/100 quality score, negative FCF margin, and elevated D/E of 177%) trading in the sector currently ranked last (11 of 1…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -2.3%
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414
HSIC
Henry Schein
HSIC screens as under-followed: zero funds currently holding despite a modest quality profile, and the fundamentals themselves are mediocre — ROE under 9%, op margin under 6%, and D/E over 80% — not the 'extraordinary fu…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -0.9%
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415
KNX
Knight-Swift Transportation
KNX screens as under-followed: weak fundamentals (ROE 0.61%, ROA 1.33%, P/E 258x against a 6.36% FCF margin) paired with negligible institutional confirmation (1 fund holding, smart-money score 2.10/100). Trucking fundam…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
Under review · -5.6%
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416
MNST
Monster Beverage
Monster Beverage screens with solid quality metrics (26.65% ROE, 31% op margin) but carries an under-followed smart-money profile — only 2 funds holding with modest persistence and no cluster conviction — and the thesis…
UNDER-FOLLOWEDHEADWINDNEUTRAL…more
Rating on hold
Last reviewed
2026-07-31
Under review · -54.5%
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417
OMC
Omnicom Group
OMC screens as under-followed: a P/E of 236x versus ROE of just 6% signals earnings quality issues masked by a low P/FCF, while smart-money confirmation is essentially absent (0 current fund holders, persistence of only…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Under review · -7.4%
Read Entire ThesisMore
418
PANW
Palo Alto Networks
PANW carries an under-followed smart-money profile — only 2 funds holding against high name recognition — while fundamentals fail quality and valuation screens: negative operating margin, ROE under 5%, P/E above 330x, an…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · -2.7%
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419
SWKS
Skyworks Solutions
SWKS screens as under-followed: only 1 tracked fund holds the name despite persistence, and mediocre fundamentals (ROE 5.1%, op margin 8.8%, quality score 41/100) don't clear the bar to override the absent smart-money co…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-08-15
Stretched · +13.8%
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420
WELL
Welltower
Welltower's fundamentals do not support its valuation: ROE of 3.84% and ROA of 0.83% are weak for a REIT trading at 105x P/E and 62x P/FCF, with quality score of 38/100 against valuation score of just 10/100. Coverage is…
TIER DNEUTRALUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.8%Insider buying · 4 buys 30d
Read Entire ThesisMore
421
WTRG
Essential Utilities
WTRG is a regulated water utility with modest ROE (8.1%) and negative FCF margin, trading at 20.4x earnings — unremarkable fundamentals for the sector. Smart-money confirmation is absent (0 funds currently holding, score…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-08-15
On track · +3.1%
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422
CARR
Carrier Global
Carrier's fundamentals are unremarkable at this price: ROE under 9%, op margin ~13%, and P/E above 42x with P/FCF above 56x embed a valuation far ahead of the underlying profitability profile, especially with D/E near 92…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -1.6%
Read Entire ThesisMore
423
WY
Weyerhaeuser
Weyerhaeuser's fundamentals do not support a quality thesis at the current price: ROE of 4.97%, ROA of 0.67%, P/FCF above 1,200x, and a P/E of 35x for a cyclical timber REIT reflect a business earning well below its cost…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -4.8%
Read Entire ThesisMore
424
ADM
Archer-Daniels-Midland
ADM is a low-quality-fundamentals grain-processing name (quality score 31.6/100, ROE 7.6%, op margin 4.0%) trading at a full 22x P/E and 33.6x P/FCF for a low-margin agribusiness — valuation does not compensate for weak…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +6.3%
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425
AES
AES
AES trades at a low P/E (5.5x) reflecting deep structural concerns rather than a bargain: quality score is weak (20.7/100), leverage is extreme (D/E ~257%), FCF margin is negative (23.7%), and ROE/ROA are subpar for a ca…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +0.4%
Read Entire ThesisMore
426
DTE
DTE Energy
DTE is a regulated utility with mediocre quality metrics (11% ROE, 31.78/100 quality score, negative FCF margin, elevated leverage at 229% D/E) trading at 21.5x earnings — not a compelling combination even before conside…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.3%
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427
FER
Ferrovial
Ferrovial's fundamentals here are weak, not just under-covered: quality score of 26/100, ROE of 11.6%, ROA of just 2.6%, and D/E above 144% point to a heavily levered infrastructure balance sheet, while P/E near 60x and…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
Under review · -6.7%
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428
NBIS
Nebius Group
Nebius screens as a high-growth AI infrastructure story with sector tailwinds (Communication Services, OVERWEIGHT tilt) and a RISK_ON macro backdrop, but the fundamentals do not support a disciplined entry: ROE of 0.60%,…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · +2.9%
Read Entire ThesisMore
429
NEE
NextEra Energy
NextEra remains a scale leader in regulated utilities and renewables, but the setup fails on multiple counts: Utilities rank dead-last (11 of 11) in the current RISK_ON regime which favors Technology and Consumer Discret…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.9%
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430
PEG
Public Service Enterprise Group
PEG sits in Utilities, the weakest-ranked sector (11 of 11) under the current RISK_ON regime, which explicitly tilts UNDERWEIGHT for this group. Fundamentals are mediocre for a quality-bias framework — quality score 26/1…
TIER DHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -3.3%
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431
RBA
RB Global
RBA screens as under-followed: modest ROE of 8.07% and a rich 36x P/E do not clear the quality/valuation bar, and smart-money confirmation is minimal — only 1 fund holding with weak persistence and no cluster activity. W…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · -0.3%Insider buying · 3 buys 30d
Read Entire ThesisMore
432
SW
Smurfit Westrock
Smith-Micro-style chemicals producer Smith... actually this is a Consumer Cyclical name trading at 49x earnings against a 2.71% ROE and 5.47% operating margin — a valuation-to-quality mismatch that doesn't clear our qual…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-09-01
Under review · -6.7%
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433
UNM
Unum Group
UNM screens as under-followed: modest fundamentals (ROE 6.35%, quality score 23.6/100, negative FCF margin) paired with minimal institutional confirmation (2 funds holding, persistence of only 1 quarter, no cluster). The…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Below grade
Last reviewed
2026-08-15
On track · +1.7%
Read Entire ThesisMore
434
WEC
WEC Energy Group
WEC is a regulated utility with negative free cash flow margin (23.2%) and elevated leverage (D/E 158%) trading at 20.8x earnings, offering neither the valuation discount nor the balance-sheet resilience to justify ownin…
TIER BHEADWINDUNDERWEIGHT…more
Below grade
Last reviewed
2026-09-01
On track · -0.9%
Read Entire ThesisMore
435
TSM
TSMC is a best-in-class semiconductor foundry with a durable near-monopoly on leading-edge nodes, 40% ROE, 60% operating margins and low leverage, trading at a reasonable 31x P/E and strong valuation score (77.5) given A…
TIER ATAILWINDOVERWEIGHT…more
Archived
Last reviewed
2026-08-19
On track · +1.4%
Read Entire ThesisMore
436
MCO
Moody's is a durable, oligopolistic ratings/analytics franchise with exceptional ROE (77%) and margins (Op margin ~49%), and smart-money positioning qualifies as Tier A (persistence_count=4, funds_holding=5) — a genuine…
TIER ANEUTRALNEUTRAL…more
Archived
Last reviewed
2026-07-31
On track · -1.1%
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437
APP
AppLovin shows exceptional profitability (77.7% op margin, 46.6% FCF margin) and Tier A smart-money persistence (6 quarters, 5 funds including Coatue, Lone Pine, Whale Rock), but the stock sits at $315 near the top of it…
TIER ANEUTRALOVERWEIGHT…more
Archived
Last reviewed
2026-08-15
On track · +6.0%
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438
EHC
Encompass Health is a durable post-acute care franchise with solid ROE (~25%) and expanding op margins, trading at a reasonable 20x P/E though FCF conversion is thin (P/FCF ~52x) given elevated capex/leverage (D/E 82%).…
UNDER-FOLLOWEDTAILWINDNEUTRAL…more
Archived
Last reviewed
2026-09-01
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439
MA
Mastercard is a durable, high-ROE payments oligopolist with 7 tracked funds and persistence across 4+ quarters (Tier A smart money), consistent with a genuine multi-quarter conviction hold rather than a cluster trade. Ho…
TIER ANEUTRALNEUTRAL…more
Archived
Last reviewed
2026-07-31
On track · +2.0%
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440
ROP
Roper is a diversified compounder with strong FCF margins (27.4%) and reasonable valuation (P/E 17.8, P/FCF 18.5x) for the quality on offer, but ROE of 13% and quality score of 61 are middling rather than best-in-class.…
TIER DTAILWINDOVERWEIGHT…more
Archived
Last reviewed
2026-09-01
On track · -7.1%
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441
SE
Sea Ltd shows persistent smart-money conviction (9-quarter persistence, 6 funds holding — Tier A) and operates in a RISK_ON-favorable Consumer Discretionary-adjacent space, but valuation is stretched at 48x P/E and 84x P…
TIER ANEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
Under review · -10.9%
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442
LULU
LULU screens cheap on headline multiples (P/E 9.68, P/FCF 11.97) with solid ROE of 32%, but op margin of 11.2% is well below the brand's historical mid-teens/low-20s range and the composite quality score is middling — th…
TIER BNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
Under review · -16.1%
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443
FN
Fabrinet's ROE of 21% and low leverage (D/E 0.16) reflect a durable optical/photonics manufacturing franchise riding datacenter and AI-networking demand, and the Technology overweight in the current RISK_ON regime is a t…
UNDER-FOLLOWEDTAILWINDOVERWEIGHT…more
Archived
Last reviewed
2026-09-01
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444
GILD
GILD reported earnings on 08-04-2026 — a binary event that should not be traded into on a fresh medium-term entry; any position should wait until after the print to avoid gap risk. Fundamentals are solid (43% ROE, 39% op…
TIER DNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-07-31
On track · +10.3%
Read Entire ThesisMore
445
NKE
Nike's brand franchise still generates a 22% ROE, but quality score (38/100) and thin FCF margin (4.1%) point to an unfinished turnaround, and P/FCF near 31x looks rich against that profile. Smart-money support is minima…
TIER DNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-09-01
Under review · -5.1%
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446
UHS
UHS trades at a deep discount to the market (P/E ~7, P/FCF ~20) with solid ROE of 21%, but quality score is middling (39.6/100) on thin FCF margin (2.75%) and elevated leverage (D/E 68.7%) — a leaner-margin hospital oper…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-09-01
On track · +1.7%
Read Entire ThesisMore
447
MTZ
MTZ shows persistent smart-money sponsorship (4 funds, held 4+ consecutive quarters, Tier B-adjacent) and a strong analyst pipeline (7 initiations, mostly Buy-rated), but fundamentals are mediocre — quality score under 4…
TIER BHEADWINDUNDERWEIGHT…more
Archived
Last reviewed
2026-09-01
Under review · -5.0%
Read Entire ThesisMore
448
REGN
REGN offers reasonable quality (14.6% ROE, 20.7% op margin, 18.6x P/E) but smart-money confirmation is weak: only 2 funds hold the stock, persistence of 3 quarters falls short of Tier B's 3-fund threshold, and there is n…
TIER DNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-01
On track · +4.1%
Read Entire ThesisMore
449
ALB
Albemarle screens as under-followed: only 2 funds hold the name with weak persistence (Tier D-adjacent, smart-money score 4.2/100), despite headline op margin of 27.7% and FCF margin near 23%. ROE of 2.65% and a P/E abov…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
Under review · -15.5%
Read Entire ThesisMore
450
ALGN
ALGN carries an under-followed smart-money profile — only 2 funds holding with no cluster formation and fund count below the Tier B threshold — while fundamentals are middling rather than extraordinary (quality score 52/…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-07-31
Under review · -15.0%
Read Entire ThesisMore
451
ANET
ANET reported earnings on 08-04-2026 — a binary catalyst that blocks any new-entry thesis until the print clears, and no position should be opened ahead of it. Beyond the event risk, only 2 funds hold the stock with pers…
UNDER-FOLLOWEDNEUTRALOVERWEIGHT…more
Archived
Last reviewed
2026-08-01
On track · +4.1%
Read Entire ThesisMore
452
AVB
AVB screens as a middling REIT rather than a high-quality compounder: ROE of 8.49% and a quality score under 40/100 don't justify a 26x P/E, and elevated leverage (D/E ~74%) adds rate sensitivity in a stagflation-tilted…
TIER DNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-07-31
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453
DKS
DKS reported earnings on 08-24-2026, just 5 trading days out, which is a binary event that blocks a new-entry thesis at this time; any entry consideration should wait until after the print. Fundamentals are middling (qua…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
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454
EA
EA reported earnings on 08-04-2026, a binary catalyst that should not be traded into with a fresh medium-term entry — any decision should wait until after the print. Only one 13F fund (Two Sigma, quant) holds the stock w…
UNDER-FOLLOWEDNEUTRALUNDERWEIGHT…more
Archived
Last reviewed
2026-07-31
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455
IFF
IFF is flagged under-followed: zero funds currently hold the position and persistence is only one quarter, which is a red flag rather than a confirming signal, and the thesis does not have an offsetting extraordinary fun…
UNDER-FOLLOWEDHEADWINDNEUTRAL…more
Archived
Last reviewed
2026-07-31
On track · +4.7%
Read Entire ThesisMore
456
ITW
ITW is a high-quality industrial franchise (96.85% ROE, 25.67% op margin) but is flagged under-followed: only 2 funds hold the position with persistence of 2 quarters, well short of Tier B confirmation, and no institutio…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Archived
Last reviewed
2026-07-31
Under review · -8.0%
Read Entire ThesisMore
457
KTOS
KTOS trades at 379x earnings with negative operating and free cash flow margins, an ROE near 1%, and elevated leverage (D/E 5.65) — a valuation profile that embeds far more optimism than current fundamentals support. Sma…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
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458
LITE
LITE screens as a Technology-sector name in an OVERWEIGHT tilt with a leading sector composite, but valuation is extreme relative to cash generation — P/E of 163x and P/FCF near 772x on a 3.75% FCF margin leaves almost n…
TIER DNEUTRALOVERWEIGHT…more
Archived
Last reviewed
2026-08-15
On track · -9.8%
Read Entire ThesisMore
459
MAA
MAA is a quality apartment REIT (41.5% FCF margin, 25.4% op margin) but screens with a mediocre 7.05% ROE, 38x P/E against modest growth, and elevated leverage (D/E 102%) — valuation score of 36/100 reflects an unattract…
UNDER-FOLLOWEDHEADWINDNEUTRAL…more
Archived
Last reviewed
2026-09-01
On track · -2.6%
Read Entire ThesisMore
460
TOL
TOL reported earnings on 08-18-2026 — this is a binary event that blocks any new-entry thesis today, and any entry should wait until after the print regardless of other factors. Fundamentals are reasonable (11.3x P/E, 15…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
Under review · -9.4%
Read Entire ThesisMore
461
TRMB
TRMB earnings on 08-05-2026 (since reported), a binary event that should block any new-entry thesis at this time; any position should wait until after the print regardless of other signals. Fundamentals are middling (qua…
TIER DHEADWINDNEUTRAL…more
Archived
Last reviewed
2026-07-31
On track · +0.9%
Read Entire ThesisMore
462
TXRH
TXRH is flagged as under-followed: only 1 fund currently holding versus a quality-adjacent business, and smart-money score of 3/100 offers essentially no institutional confirmation despite decent ROE. Valuation is stretc…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
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463
ULS
ULS shows solid ROE of 38.71% and reasonable operating margins, but only 1 fund holds the stock with a smart-money score of 2.10/100 — an under-followed profile where high fundamentals are not confirmed by institutional…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
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464
WBS
Webster Financial screens with a reasonable P/E of 12.87 and a stated operating margin of 50.58%, but ROE of 10.68% and a quality score of 34.70/100 are unremarkable for a regional bank, and zero funds currently hold the…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-08-15
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465
APTV
APTV reported earnings on 08-04-2026, a binary event that argues strongly against opening a new position now regardless of the underlying thesis; any entry should wait until after the print and subsequent guidance is dig…
TIER DNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-07-31
Under review · -22.8%
Read Entire ThesisMore
466
COO
CooperCompanies screens poorly on current fundamentals despite a healthcare-leading sector tailwind: negative operating margin, ROE under 3%, and a P/E near 60x are difficult to reconcile even with a durable contact-lens…
UNDER-FOLLOWEDNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-09-01
Under review · -22.7%
Read Entire ThesisMore
467
CPT
CPT is a REIT with weak quality metrics at the current price — ROE under 8%, P/FCF above 76x, and D/E above 125% — and it sits in Real Estate, the weakest-ranked sector in the current regime (9 of 11, composite -5.2%). S…
TIER DHEADWINDUNDERWEIGHT…more
Archived
Last reviewed
2026-09-01
On track · -1.9%
Read Entire ThesisMore
468
EQR
EQR is flagged under-followed — only one tracked fund (Renaissance, quant-driven) holds the name with just one quarter of persistence, and fundamentals do not clear the bar needed to override that red flag: ROE of 8% and…
UNDER-FOLLOWEDHEADWINDNEUTRAL…more
Archived
Last reviewed
2026-07-31
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469
WAT
WAT reported earnings on 08-04-2026, a binary event that argues against any new entry ahead of the print; any reassessment should wait until after results are digested. Fundamentals are weak for a quality-focused MT thes…
TIER DNEUTRALNEUTRAL…more
Archived
Last reviewed
2026-07-31
Stretched · +8.1%
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470
APD
Air Products' fundamentals are weak for a quality bar — ROE of 12.35%, negative FCF margin of -28%, and D/E over 100% reflect a heavily levered, capital-intensive expansion phase, while the composite quality/valuation sc…
TIER DHEADWINDNEUTRAL…more
Archived
Last reviewed
2026-07-31
On track · -2.5%
Read Entire ThesisMore
471
AXON
AXON's reported metrics here — ROE of 6.22%, op margin of 5.17%, P/E north of 230x, P/FCF above 200x — do not support a quality-compounder thesis at this valuation; the fundamentals composite of 28.78 and valuation score…
TIER DNEUTRALUNDERWEIGHT…more
Archived
Last reviewed
2026-09-01
Under review · -13.5%
Read Entire ThesisMore
472
JBHT
JBHT is flagged under-followed — only 1 fund currently holds the stock despite a 39x P/E and thin 7.4% operating margin, and nothing in the fundamental profile explains why institutional conviction is absent. Industrials…
UNDER-FOLLOWEDHEADWINDUNDERWEIGHT…more
Archived
Last reviewed
2026-07-31
On track · -0.4%
Read Entire ThesisMore

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