Invest with an Uncompromising Margin of Safety
Deep-dive fundamental research memos on high-return, wide-moat businesses. Every company is evaluated through strict owner-earnings calculations and audited periodically by our private rule-set agent.
Active Company Dossiers 142 analyzed
Select any row to inspect complete multi-year financial models, owner earnings, and risk journals.
| Company / Ticker | Sector | Score | Moat | Last Close | Fair Value | Margin of Safety | ROIC | Verdict | Audit Date |
|---|---|---|---|---|---|---|---|---|---|
| A Agilent Technologies, Inc. Laboratory Analytical Instruments • Stalwart | Technology | 68/100 | Wide Moat → | $177.17 +1.0%
| $82.56 | -114.6% | 16.4% | Avoid | 2026-11-01 |
| AAL American Airlines Group Inc. Airlines • Cyclical | Industrials | 14/100 | None Moat → | $13.63 +6.3%
| $7.00 | -94.7% | 5.8% | Avoid | 2026-11-01 |
| AAOI Applied Optoelectronics, Inc. Semiconductors • Cyclical | Technology | 18/100 | None Moat → | $59.27 -7.3%
| $19.00 | -211.9% | -8.3% | Avoid | 2026-11-01 |
| AAON AAON, Inc. Building Products / HVAC Equipment • Stalwart | Industrials | 65/100 | Narrow Moat → | $58.25 -15.7%
| $43.01 | -35.4% | 16.5% | Avoid | 2026-11-01 |
| AAP Advance Auto Parts, Inc. Specialty Retail / Automotive Aftermarket • Turnaround | Consumer Cyclical | 55/100 | Narrow Moat ↘ | $50.75 +6.7%
| $38.81 | -30.8% | 6.0% | Avoid | 2026-11-01 |
| AAPL Apple Inc. Electronic Computers • Stalwart | Technology | 67/100 | Wide Moat → | $349.51 +5.3%
| $112.04 | -212.0% | 90.5% | Avoid | 2026-11-01 |
| ABBV AbbVie Inc. Pharmaceutical Preparations • Stalwart | Healthcare | 61/100 | Wide Moat → | $294.83 +3.1%
| $130.64 | -125.7% | 20.4% | Avoid | 2026-11-01 |
| ABCB Ameris Bancorp Regional Banks • Stalwart | Financial Services | 53/100 | Narrow Moat → | $84.14 +1.3%
| $62.00 | -35.7% | 11.2% | Avoid | 2026-11-01 |
| ABEV Ambev S.A. Beverages • Stalwart | Consumer Defensive | 84/100 | Wide Moat → | $2.76 +4.5%
| $4.19 | +34.1% | 25.1% | Strong Buy | 2026-11-01 |
| ABG Asbury Automotive Group, Inc. Auto Dealerships & Services • Cyclical | Consumer Cyclical | 73/100 | Narrow Moat → | $208.88 +5.6%
| $255.99 | +18.4% | 9.8% | Hold | 2026-11-01 |
| ABM ABM Industries Incorporated Commercial Services / Facility Solutions • Stalwart | Industrials | 52/100 | Narrow Moat → | $54.73 +2.1%
| $42.20 | -29.7% | 7.1% | Avoid | 2026-11-01 |
| ABNB Airbnb, Inc. Internet Content & Information / Travel Marketplaces • Stalwart | Technology | 76/100 | Wide Moat → | $176.37 +5.6%
| $189.21 | +6.8% | 21.0% | Hold | 2026-11-01 |
| ABR Arbor Realty Trust, Inc. Mortgage Real Estate Investment Trusts • Turnaround | Financial Services | 18/100 | None Moat ↘ | $1.79 +2.3%
| $1.85 | +3.2% | 1.2% | Avoid | 2026-11-01 |
| ABT Abbott Laboratories Medical Devices & Healthcare Products • Stalwart | Healthcare | 63/100 | Wide Moat → | $115.51 +5.6%
| $81.60 | -41.6% | 11.9% | Avoid | 2026-11-01 |
| ABVX ABIVAX Société Anonyme Pharmaceutical Preparations • Fast Grower | Healthcare | 25/100 | Narrow Moat → | $89.49 +0.9%
| $57.75 | -55.0% | -54.2% | Avoid | 2026-11-01 |
| ACGL Arch Capital Group Ltd. Fire, Marine & Casualty Insurance • Cyclical | Financial Services | 57/100 | Narrow Moat → | $110.68 +2.7%
| $96.75 | -14.4% | 18.1% | Avoid | 2026-11-01 |
| ACHC Acadia Healthcare Company, Inc. Specialty Outpatient & Behavioral Facilities • Turnaround | Healthcare | 31/100 | Narrow Moat ↘ | $32.25 +8.9%
| $26.75 | -20.6% | 3.2% | Avoid | 2026-11-02 |
| ACI Albertsons Companies, Inc. Grocery Stores • Turnaround | Consumer Defensive | 63/100 | Narrow Moat ↘ | $13.74 +3.5%
| $20.20 | +32.0% | 11.3% | Hold | 2026-11-02 |
| ACIW ACI Worldwide, Inc. Prepackaged Software • Stalwart | Technology | 66/100 | Narrow Moat → | $59.19 +1.3%
| $41.08 | -44.1% | 12.8% | Avoid | 2026-11-02 |
| ACLS Axcelis Technologies, Inc. Special Industry Machinery, NEC • Cyclical | Technology | 63/100 | Narrow Moat → | $92.14 -5.4%
| $71.11 | -29.6% | 10.7% | Avoid | 2026-11-02 |
| ACMR ACM Research, Inc. Special Industry Machinery, NEC • Cyclical | Technology | 52/100 | Narrow Moat → | $44.43 -2.0%
| $38.98 | -14.0% | 9.1% | Avoid | 2026-11-02 |
| ACN Accenture plc Services-Business Services, NEC • Stalwart | Technology | 73/100 | Wide Moat → | $264.27 +3.8%
| $269.91 | +2.1% | 31.2% | Hold | 2026-11-02 |
| ACWI iShares MSCI ACWI ETF Broad Market Exchange-Traded Fund • Stalwart | Financial Services | 43/100 | Narrow Moat ↘ | $158.48 +1.7%
| $141.00 | -12.4% | 11.5% | Avoid | 2026-11-02 |
| ACWX iShares MSCI ACWI ex U.S. ETF International Broad Market Exchange-Traded Fund • Stalwart | Financial Services | 43/100 | Narrow Moat ↘ | $74.67 +1.9%
| $67.50 | -10.6% | 10.8% | Avoid | 2026-11-02 |
| AD Array Digital Infrastructure, Inc. Radiotelephone Communications • Asset Play | Technology | 61/100 | Narrow Moat → | $33.23 -0.1%
| $27.05 | -22.8% | -2.3% | Avoid | 2026-11-02 |
| ADBE Adobe Inc. Prepackaged Software • Stalwart | Technology | 87/100 | Wide Moat → | $248.48 +0.9%
| $468.48 | +47.0% | 55.5% | Strong Buy | 2026-11-02 |
| ADI Analog Devices, Inc. Semiconductors • Stalwart | Technology | 61/100 | Wide Moat → | $406.24 -3.2%
| $195.43 | -107.9% | 5.8% | Avoid | 2026-11-02 |
| ADM Archer-Daniels-Midland Company Farm Products • Stalwart | Consumer Defensive | 79/100 | Wide Moat → | $70.84 +0.3%
| $140.96 | +49.7% | 14.5% | Strong Buy | 2026-11-02 |
| ADMA ADMA Biologics, Inc. Biotechnology • Fast Grower | Healthcare | 74/100 | Narrow Moat ↗ | $10.48 -5.7%
| $11.87 | +11.7% | 33.0% | Hold | 2026-11-02 |
| ADNT Adient plc Auto Parts & Equipment / Seating Systems • Cyclical | Consumer Cyclical | 43/100 | Narrow Moat → | $17.19 +1.6%
| $18.96 | +9.3% | 9.7% | Avoid | 2026-11-02 |
| ADP Automatic Data Processing, Inc. Services-Computer Processing & Data Preparation / Human Capital Management • Stalwart | Technology | 72/100 | Wide Moat → | $303.54 +2.5%
| $266.05 | -14.1% | 42.0% | Avoid | 2026-11-02 |
| ADPT Adaptive Biotechnologies Corporation Medical Diagnostics & Research / Precision Oncology • Turnaround | Healthcare | 43/100 | Narrow Moat → | $26.71 +3.5%
| $17.53 | -52.4% | -16.4% | Avoid | 2026-11-02 |
| ADT ADT Inc. Security & Alarm Services • Stalwart | Industrials | 61/100 | Narrow Moat → | $9.90 +0.5%
| $10.00 | +1.0% | 8.8% | Hold | 2026-11-02 |
| ADTN ADTRAN Holdings, Inc. Communications Equipment / Fiber & Optical Networking • Turnaround | Technology | 75/100 | Narrow Moat → | $4.73 -6.5%
| $11.47 | +58.8% | -16.4% | Strong Buy | 2026-11-02 |
| AEBI Aebi Schmidt Holding AG Specialty Industrial Machinery & Commercial Vehicles • Turnaround | Industrials | 61/100 | Narrow Moat → | $11.63 +0.7%
| $9.10 | -27.8% | 5.4% | Avoid | 2026-11-02 |
| AEG Aegon Ltd. Life Insurance • Stalwart | Financial Services | 53/100 | Narrow Moat → | $8.58 +4.5%
| $7.55 | -13.6% | 10.2% | Avoid | 2026-11-02 |
| AEHR Aehr Test Systems, Inc. Semiconductor Equipment & Testing • Fast Grower | Technology | 60/100 | Narrow Moat → | $60.84 -6.6%
| $34.50 | -76.3% | 14.8% | Avoid | 2026-11-02 |
| AEIS Advanced Energy Industries, Inc. Semiconductor Equipment & Electronic Components • Cyclical | Technology | 59/100 | Narrow Moat → | $211.56 -11.2%
| $119.00 | -77.8% | 14.5% | Avoid | 2026-11-02 |
| AEM Agnico Eagle Mines Limited Gold Mining • Cyclical | Basic Materials | 68/100 | Narrow Moat → | $183.45 +9.7%
| $175.00 | -4.8% | 18.5% | Avoid | 2026-11-02 |
| AEP American Electric Power Company, Inc. Regulated Electric Utilities • Slow Grower | Utilities | 40/100 | Wide Moat → | $129.24 -0.5%
| $85.65 | -50.9% | 5.2% | Avoid | 2026-11-02 |
| AER AerCap Holdings N.V. Aviation Equipment Leasing • Stalwart | Industrials | 72/100 | Wide Moat → | $165.72 +2.0%
| $208.31 | +20.4% | 5.4% | Hold | 2026-11-02 |
| AERO Grupo Aeromexico, S.A.B. de C.V. Airlines • Cyclical | Industrials | 17/100 | None Moat → | $15.89 +7.7%
| $10.25 | -55.0% | 5.6% | Avoid | 2026-11-02 |
| AFL Aflac Incorporated Accident & Health Insurance • Stalwart | Financial Services | 56/100 | Wide Moat → | $125.30 +1.0%
| $88.00 | -42.4% | 14.8% | Avoid | 2026-11-02 |
| AFRM Affirm Holdings, Inc. Consumer Finance & Fintech • Fast Grower | Financial Services | 62/100 | Narrow Moat ↗ | $75.59 +5.0%
| $57.00 | -32.6% | 8.1% | Avoid | 2026-11-02 |
| AGCO AGCO Corporation Farm Machinery & Equipment • Cyclical | Industrials | 67/100 | Narrow Moat → | $112.69 +1.4%
| $139.00 | +18.9% | 8.0% | Hold | 2026-11-03 |
| AGI Alamos Gold Inc. Gold Mining • Cyclical | Basic Materials | 68/100 | Narrow Moat → | $30.00 +10.8%
| $28.50 | -5.3% | 21.6% | Avoid | 2026-11-03 |
| AGL agilon health, inc. Healthcare Plans & Provider Networks • Turnaround | Healthcare | 47/100 | Narrow Moat → | $96.23 +9.6%
| $65.00 | -48.0% | 7.8% | Avoid | 2026-11-03 |
| AGO Assured Guaranty Ltd. Surety & Financial Guaranty • Asset Play | Financial Services | 57/100 | Wide Moat → | $72.51 +1.7%
| $84.00 | +13.7% | 7.5% | Avoid | 2026-11-03 |
| AGX Argan, Inc. Engineering & Construction • Fast Grower | Industrials | 73/100 | Narrow Moat ↗ | $290.66 -16.5%
| $415.00 | +30.0% | 42.5% | Buy | 2026-11-03 |
| AIG American International Group, Inc. Property & Casualty Insurance • Turnaround | Financial Services | 57/100 | Narrow Moat → | $81.71 +1.5%
| $78.50 | -4.1% | 9.4% | Avoid | 2026-11-03 |
| AIIR AIR Global PLC Tobacco Products • Stalwart | Consumer Staples | 65/100 | Wide Moat → | $7.41 -1.1%
| $8.44 | +12.2% | 14.8% | Hold | 2026-11-03 |
| AIR AAR CORP. Aerospace & Defense • Cyclical | Industrials | 35/100 | Narrow Moat → | $108.73 +0.1%
| $35.00 | -210.7% | 7.8% | Avoid | 2026-11-03 |
| AIT Applied Industrial Technologies, Inc. Trading Companies & Distributors • Stalwart | Industrials | 69/100 | Wide Moat → | $298.29 -2.3%
| $221.55 | -34.6% | 21.0% | Avoid | 2026-11-03 |
| AJG Arthur J. Gallagher & Co. Insurance Brokers • Stalwart | Financial Services | 59/100 | Wide Moat → | $288.38 +5.5%
| $184.68 | -56.2% | 5.8% | Avoid | 2026-11-03 |
| AKAM Akamai Technologies, Inc. Cloud Infrastructure & Cybersecurity • Stalwart | Technology | 62/100 | Narrow Moat ↘ | $85.93 -0.7%
| $42.13 | -104.0% | 5.5% | Avoid | 2026-11-03 |
| AKRBF Aker BP ASA Oil & Gas E&P • Cyclical | Energy | 73/100 | Narrow Moat → | $36.30 -7.7%
| $47.40 | +23.4% | 20.4% | Hold | 2026-10-22 |
| AKTS Aktis Oncology, Inc. Biotechnology / Targeted Radiopharmaceuticals • Fast Grower | Healthcare | 30/100 | Narrow Moat → | $15.20 +1.7%
| $10.85 | -40.1% | -21.0% | Avoid | 2026-11-03 |
| ALAB Astera Labs, Inc. Semiconductor Connectivity Solutions • Fast Grower | Technology | 61/100 | Narrow Moat → | $223.27 -4.4%
| $32.12 | -595.1% | 11.5% | Avoid | 2026-11-03 |
| ALC Alcon Inc. Ophthalmic Medical Devices & Eye Care • Stalwart | Healthcare | 66/100 | Wide Moat → | $77.31 +6.8%
| $53.93 | -43.4% | 4.3% | Avoid | 2026-11-03 |
| ALG Alamo Group Inc. Infrastructure Maintenance & Vegetation Equipment • Stalwart | Industrials | 76/100 | Narrow Moat → | $144.12 -2.9%
| $205.56 | +29.9% | 11.6% | Buy | 2026-11-03 |
| ALGN Align Technology, Inc. Orthodontic & Dental Medical Devices • Stalwart | Healthcare | 77/100 | Wide Moat → | $164.90 +8.8%
| $171.37 | +3.8% | 14.6% | Hold | 2026-11-03 |
| ALGT Allegiant Travel Company Airlines • Cyclical | Industrials | 15/100 | None Moat ↘ | $81.53 +9.5%
| $37.00 | -120.4% | 1.2% | Avoid | 2026-11-03 |
| ALH Alliance Laundry Holdings Inc. Commercial Laundry & Service Machinery • Stalwart | Industrials | 73/100 | Wide Moat → | $22.96 +3.4%
| $24.50 | +6.3% | 16.9% | Hold | 2026-11-03 |
| ALK Alaska Air Group, Inc. Airlines • Cyclical | Industrials | 14/100 | None Moat ↘ | $40.00 +8.8%
| $21.00 | -90.5% | -2.4% | Avoid | 2026-11-03 |
| ALL The Allstate Corporation Fire, Marine & Casualty Insurance • Cyclical | Financial Services | 57/100 | Narrow Moat → | $269.06 +2.9%
| $220.00 | -22.3% | 27.8% | Avoid | 2026-11-03 |
| ALLY Ally Financial Inc. Consumer Finance & Direct Banking • Cyclical | Financial Services | 59/100 | Narrow Moat → | $39.36 +3.8%
| $45.00 | +12.5% | 3.6% | Avoid | 2026-11-03 |
| ALNY Alnylam Pharmaceuticals, Inc. Biotechnology & RNAi Therapeutics • Stalwart | Healthcare | 76/100 | Wide Moat → | $161.08 +0.7%
| $161.25 | +0.1% | 28.5% | Hold | 2026-11-03 |
| ALRS Alerus Financial Corporation Regional Banks & Wealth Management • Stalwart | Financial Services | 54/100 | Narrow Moat → | $34.83 +1.4%
| $26.25 | -32.7% | 11.5% | Avoid | 2026-11-03 |
| ALSN Allison Transmission Holdings, Inc. Commercial Vehicle Transmissions & Drivetrain Solutions • Stalwart | Industrials | 74/100 | Wide Moat → | $120.52 +1.4%
| $142.00 | +15.1% | 21.3% | Hold | 2026-11-04 |
| ALT Altimmune, Inc. Biotechnology & Pharmaceutical Preparations • Asset Play | Healthcare | 30/100 | None Moat → | $2.12 +3.9%
| $2.84 | +25.4% | -21.1% | Avoid | 2026-11-04 |
| ALV Autoliv, Inc. Auto Parts & Equipment / Vehicle Safety Systems • Stalwart | Consumer Cyclical | 81/100 | Wide Moat → | $125.68 +5.3%
| $165.00 | +23.8% | 17.8% | Buy | 2026-11-04 |
| ALVO Alvotech Biotechnology / Biosimilar Pharmaceuticals • Turnaround | Healthcare | 28/100 | Narrow Moat → | $4.67 +2.9%
| $4.08 | -14.5% | 7.3% | Avoid | 2026-11-04 |
| ALX Alexander's, Inc. Real Estate Investment Trusts (REITs) • Asset Play | Real Estate | 37/100 | Narrow Moat → | $249.96 +4.1%
| $233.75 | -6.9% | 7.1% | Avoid | 2026-11-04 |
| AM Antero Midstream Corporation Oil & Gas Midstream • Stalwart | Energy | 62/100 | Narrow Moat → | $19.86 -5.2%
| $16.22 | -22.4% | 9.8% | Avoid | 2026-11-04 |
| AMAT Applied Materials, Inc. Semiconductors • Stalwart | Technology | 67/100 | Wide Moat → | $369.40 -3.3%
| $177.39 | -108.2% | 33.9% | Avoid | 2026-11-04 |
| AMBA Ambarella, Inc. Semiconductors • Turnaround | Technology | 58/100 | Narrow Moat → | $60.92 -1.7%
| $38.50 | -58.2% | -16.1% | Avoid | 2026-11-04 |
| AMBQ Ambiq Micro, Inc. Semiconductors • Fast Grower | Technology | 55/100 | Narrow Moat → | $41.54 -7.0%
| $34.50 | -20.4% | -140.8% | Avoid | 2026-11-04 |
| AMD Advanced Micro Devices, Inc. Semiconductors • Fast Grower | Technology | 66/100 | Wide Moat ↗ | $488.78 +1.0%
| $164.50 | -197.1% | 11.5% | Avoid | 2026-11-04 |
| AME AMETEK, Inc. Industrial Instruments For Measurement, Display, and Control • Stalwart | Industrials | 64/100 | Wide Moat → | $237.09 -4.6%
| $138.81 | -70.8% | 12.1% | Avoid | 2026-11-04 |
| AMG Affiliated Managers Group, Inc. Asset Management • Stalwart | Financial Services | 72/100 | Wide Moat → | $364.49 -1.4%
| $403.46 | +9.7% | 17.5% | Hold | 2026-11-04 |
| AMGN Amgen Inc. Biotechnology & Biological Products • Stalwart | Healthcare | 65/100 | Wide Moat → | $478.48 +3.7%
| $262.78 | -82.1% | 14.5% | Avoid | 2026-11-04 |
| AMH American Homes 4 Rent Residential REITs • Stalwart | Real Estate | 62/100 | Narrow Moat → | $32.63 +3.5%
| $31.00 | -5.3% | 6.8% | Avoid | 2026-11-04 |
| AMN AMN Healthcare Services, Inc. Healthcare Staffing & Workforce Solutions • Turnaround | Healthcare | 71/100 | Narrow Moat → | $47.74 +5.4%
| $56.00 | +14.7% | 14.7% | Hold | 2026-11-04 |
| AMP Ameriprise Financial, Inc. Wealth & Asset Management • Stalwart | Financial Services | 85/100 | Wide Moat → | $527.41 +4.5%
| $755.57 | +30.2% | 22.4% | Strong Buy | 2026-11-04 |
| AMPX Amprius Technologies, Inc. Miscellaneous Electrical Machinery, Equipment & Supplies • Fast Grower | Technology | 41/100 | Narrow Moat → | $8.47 -4.1%
| $4.40 | -92.5% | -309.8% | Avoid | 2026-11-04 |
| AMR Alpha Metallurgical Resources, Inc. Metals & Mining • Cyclical | Materials | 44/100 | None Moat ↘ | $153.81 +0.8%
| $74.00 | -107.9% | -4.6% | Avoid | 2026-11-04 |
| AMRC Ameresco, Inc. Engineering & Construction / Clean Energy Infrastructure • Turnaround | Industrials | 30/100 | Narrow Moat → | $21.25 -4.6%
| $20.50 | -3.7% | 3.4% | Avoid | 2026-11-04 |
| AMRZ Amrize Ltd Building Materials / Cement & Aggregates • Stalwart | Basic Materials | 72/100 | Wide Moat → | $44.15 +5.2%
| $48.50 | +9.0% | 13.3% | Hold | 2026-11-04 |
| AMZN Amazon.com, Inc. Retail-Catalog & Mail-Order Houses • Stalwart | Technology | 78/100 | Wide Moat → | $266.03 +6.1%
| $298.75 | +11.0% | 16.3% | Hold | 2026-10-23 |
| APH Amphenol Corporation Electronic Connectors • Stalwart | Technology | 68/100 | Wide Moat → | $79.01 -6.2%
| $65.75 | -20.2% | 24.4% | Avoid | 2026-11-01 |
| BAC Bank of America Corporation National Commercial Banks • Stalwart | Financial Services | 58/100 | Wide Moat → | $51.63 +4.0%
| $42.00 | -22.9% | 10.5% | Avoid | 2026-10-24 |
| BAESY BAE Systems plc Aerospace & Defense • Stalwart | Industrials | 78/100 | Wide Moat ↗ | $106.32 -4.1%
| $118.00 | +9.9% | 15.8% | Hold | 2026-10-23 |
| BAX Baxter International Inc. Medical Instruments & Supplies • Turnaround | Healthcare | 36/100 | Narrow Moat ↘ | $26.50 +4.0%
| $18.60 | -42.5% | -1.8% | Avoid | 2026-10-22 |
| BCKIF Babcock International Group PLC Aerospace & Defense • Stalwart | Industrials | 76/100 | Wide Moat ↗ | $14.46 +13.9%
| $15.10 | +4.2% | 16.2% | Hold | 2026-10-22 |
| BMY Bristol-Myers Squibb Company Biopharmaceuticals • Turnaround | Healthcare | 62/100 | Narrow Moat ↘ | $64.19 +4.0%
| $54.00 | -18.9% | 8.5% | Avoid | 2026-10-24 |
| BRK-B Berkshire Hathaway Inc. Multi-Sector Conglomerate • Stalwart | Financial Services | 92/100 | Wide Moat → | $579.09 +4.0%
| $510.00 | -13.5% | 13.8% | Hold | 2026-10-14 |
| C Citigroup Inc. National Commercial Banks • Turnaround | Financial Services | 56/100 | Narrow Moat → | $124.74 +1.6%
| $80.00 | -55.9% | 7.5% | Avoid | 2026-10-24 |
| CHTR Charter Communications, Inc. Cable & Satellite Services • Turnaround | Communication Services | 67/100 | Narrow Moat ↘ | $120.25 +5.7%
| $172.50 | +30.3% | 9.3% | Hold | 2026-10-23 |
| CMCSA Comcast Corporation Broadband, Cable & Entertainment • Stalwart | Communication Services | 78/100 | Wide Moat → | $24.85 +5.0%
| $48.00 | +48.2% | 8.8% | Strong Buy | 2026-10-24 |
| CNQ Canadian Natural Resources Limited Crude Petroleum & Natural Gas • Stalwart | Energy | 72/100 | Wide Moat → | $49.64 -7.4%
| $68.64 | +27.7% | 17.3% | Buy | 2026-10-23 |
| COP ConocoPhillips Oil & Gas Exploration & Production • Cyclical | Energy | 76/100 | Wide Moat ↗ | $136.94 -5.2%
| $175.00 | +21.7% | 14.5% | Hold | 2026-10-24 |
| COST Costco Wholesale Corp. Discount Stores • Stalwart | Consumer Defensive | 91/100 | Wide Moat ↗ | $1046.47 +2.7%
| $780.00 | -34.2% | 21.5% | Avoid | 2026-10-14 |
| CPB The Campbell's Company Packaged Foods & Snacks • Slow Grower | Consumer Defensive | 60/100 | Narrow Moat ↘ | $23.26 +5.9%
| $16.50 | -41.0% | 6.4% | Avoid | 2026-10-24 |
| CTVA Corteva, Inc. Agricultural Chemicals & Seeds • Stalwart | Basic Materials | 82/100 | Wide Moat ↗ | $12.26 +3.2%
| $65.00 | +81.1% | 14.8% | Strong Buy | 2026-10-24 |
| CVS CVS Health Corporation Healthcare Plans & Pharmacy Services • Turnaround | Healthcare | 58/100 | Narrow Moat ↘ | $79.96 -12.5%
| $81.15 | +1.5% | 2.9% | Avoid | 2026-10-24 |
| CVX Chevron Corporation Integrated Oil & Gas • Cyclical | Energy | 68/100 | Narrow Moat → | $216.96 -3.7%
| $155.00 | -40.0% | 11.5% | Avoid | 2026-10-24 |
| DASTF Dassault Systèmes SE Software & Cloud Services • Stalwart | Technology | 76/100 | Wide Moat → | $28.73 +2.7%
| $29.50 | +2.6% | 14.5% | Hold | 2026-10-22 |
| DIS The Walt Disney Company Entertainment & Media Parks • Stalwart | Communication Services | 72/100 | Wide Moat → | $118.95 +4.2%
| $125.00 | +4.8% | 9.9% | Hold | 2026-10-24 |
| DVN Devon Energy Corporation Crude Petroleum & Natural Gas • Stalwart | Energy | 83/100 | Wide Moat → | $44.12 -7.3%
| $84.59 | +47.8% | 18.0% | Strong Buy | 2026-10-23 |
| EPD Enterprise Products Partners L.P. Oil & Gas Midstream • Stalwart | Energy | 71/100 | Wide Moat → | $36.71 -2.1%
| $48.50 | +24.3% | 12.5% | Hold | 2026-10-23 |
| FERG Ferguson Enterprises Inc. Wholesale-Hardware & Plumbing & Heating Equipment & Supplies • Stalwart | Technology | 78/100 | Wide Moat → | $248.53 +2.7%
| $273.43 | +9.1% | 22.2% | Hold | 2026-10-23 |
| FQVTF Fevertree Drinks PLC Beverages - Non-Alcoholic • Stalwart | Consumer Defensive | 71/100 | Narrow Moat → | $12.55 +2.6%
| $12.30 | -2.0% | 17.5% | Hold | 2026-10-23 |
| GILD Gilead Sciences, Inc. Biotechnology & Antivirals • Stalwart | Healthcare | 64/100 | Wide Moat ↗ | $174.48 +4.2%
| $104.39 | -67.1% | 19.8% | Avoid | 2026-10-24 |
| GLD SPDR Gold Shares Physical Gold Trust • Asset Play | Commodities & Precious Metals | 38/100 | None Moat ↘ | $372.49 +3.7%
| $371.25 | -0.3% | 0.0% | Avoid | 2026-10-23 |
| GOOG Alphabet Inc. (Class C) Internet Content & Information • Stalwart | Communication Services | 75/100 | Wide Moat → | $283.93 +0.8%
| $225.00 | -26.2% | 24.5% | Avoid | 2026-11-06 |
| GOOGL Alphabet Inc. Internet Content & Information • Stalwart | Communication Services | 75/100 | Wide Moat → | $288.93 +3.2%
| $225.00 | -28.4% | 24.5% | Avoid | 2026-11-06 |
| HD The Home Depot, Inc. Retail-Lumber & Other Building Materials Dealers • Stalwart | Technology | 78/100 | Wide Moat → | $355.44 +6.5%
| $382.01 | +7.0% | 18.0% | Hold | 2026-10-23 |
| HII Huntington Ingalls Industries, Inc. Aerospace & Defense • Stalwart | Industrials | 71/100 | Wide Moat → | $303.99 -4.1%
| $345.65 | +12.1% | 10.5% | Hold | 2026-10-23 |
| ICE Intercontinental Exchange, Inc. Security & Commodity Brokers, Dealers, Exchanges & Services • Stalwart | Financial Services | 78/100 | Wide Moat → | $174.92 +2.3%
| $195.83 | +10.7% | 18.0% | Hold | 2026-10-23 |
| INVX Innovex International, Inc. Oil & Gas Equipment & Services • Stalwart | Energy | 78/100 | Narrow Moat → | $25.59 -1.1%
| $43.12 | +40.7% | 12.3% | Strong Buy | 2026-10-22 |
| KMX CarMax, Inc. Auto Dealerships & Used Retail • Cyclical | Consumer Cyclical | 62/100 | Narrow Moat ↘ | $55.14 +3.3%
| $35.42 | -55.7% | 6.2% | Avoid | 2026-10-24 |
| LEN Lennar Corporation Residential Construction & Homebuilding • Cyclical | Consumer Cyclical | 72/100 | Narrow Moat → | $92.19 +7.1%
| $120.00 | +23.2% | 15.0% | Hold | 2026-10-24 |
| META Meta Platforms, Inc. Interactive Media & Services • Stalwart | Communication Services | 83/100 | Wide Moat → | $630.00 +1.4%
| $958.02 | +34.2% | 24.9% | Buy | 2026-11-01 |
| MOH Molina Healthcare, Inc. Healthcare Plans • Stalwart | Healthcare | 74/100 | Narrow Moat → | $226.42 +8.9%
| $281.25 | +19.5% | 17.7% | Hold | 2026-10-22 |
| NFLX Netflix, Inc. Services-Video Tape Rental • Stalwart | Technology | 78/100 | Wide Moat → | $66.39 +4.7%
| $79.87 | +16.9% | 32.9% | Hold | 2026-10-23 |
| NKE NIKE, Inc. Footwear & Athletic Apparel • Turnaround | Consumer Cyclical | 61/100 | Wide Moat ↘ | $40.49 +5.2%
| $28.00 | -44.6% | 14.5% | Avoid | 2026-10-24 |
| NU Nu Holdings Ltd. Digital Banking & Fintech • Fast Grower | Financial Services | 85/100 | Wide Moat ↗ | $11.99 +3.3%
| $19.50 | +38.5% | 33.0% | Strong Buy | 2026-10-21 |
| NVDA NVIDIA Corporation Semiconductors • Fast Grower | Technology | 73/100 | Wide Moat → | $200.13 -3.2%
| $140.20 | -42.7% | 130.1% | Avoid | 2026-10-22 |
| OMC Omnicom Group Inc. Advertising & Marketing Services • Stalwart | Communication Services | 74/100 | Wide Moat → | $87.51 +5.2%
| $115.00 | +23.9% | 16.5% | Hold | 2026-10-24 |
| PEP PepsiCo, Inc. Beverages • Stalwart | Consumer Defensive | 78/100 | Wide Moat → | $142.42 +3.8%
| $161.87 | +12.0% | 15.0% | Hold | 2026-10-23 |
| PFE Pfizer Inc. Biopharmaceuticals • Turnaround | Healthcare | 58/100 | Narrow Moat ↘ | $30.79 +2.6%
| $22.50 | -36.8% | 4.2% | Avoid | 2026-10-24 |
| PHG Koninklijke Philips N.V. Medical Devices & Technology • Turnaround | Healthcare | 64/100 | Narrow Moat → | $31.06 +9.1%
| $30.50 | -1.8% | 7.8% | Avoid | 2026-10-23 |
| SPGI S&P Global Inc. Financial Data, Ratings & Stock Exchanges • Stalwart | Financial Services | 78/100 | Wide Moat → | $481.69 +3.4%
| $541.16 | +11.0% | 12.0% | Hold | 2026-10-23 |
| SPRY ARS Pharmaceuticals, Inc. Biotechnology • Turnaround | Healthcare | 30/100 | Narrow Moat → | $3.05 +0.0%
| $5.25 | +41.9% | -83.7% | Avoid | 2026-10-23 |
| T AT&T Inc. Telecommunications & Broadband • Slow Grower | Communication Services | 68/100 | Wide Moat → | $21.83 +2.1%
| $25.00 | +12.7% | 7.6% | Hold | 2026-10-24 |
| TEL TE Connectivity plc Wholesale-Electronic Parts & Equipment, NEC • Stalwart | Technology | 78/100 | Wide Moat → | $220.22 +0.2%
| $249.78 | +11.8% | 14.9% | Hold | 2026-10-23 |
| TFIN Triumph Financial, Inc. Freight Fintech & Factoring • Cyclical | Financial Services | 64/100 | Narrow Moat ↗ | $64.90 +2.8%
| $53.25 | -21.9% | 12.5% | Avoid | 2026-10-22 |
| TOITF Topicus.com Inc. Software - Application • Fast Grower | Technology | 94/100 | Wide Moat ↗ | $68.81 +0.2%
| $98.00 | +29.8% | 28.8% | Strong Buy | 2026-10-23 |
| UBER Uber Technologies, Inc. Services-Business Services, NEC • Stalwart | Technology | 82/100 | Wide Moat → | $69.87 +4.9%
| $110.73 | +36.9% | 15.7% | Buy | 2026-10-22 |
| VZ Verizon Communications Inc. Telecommunications & Wireless • Slow Grower | Communication Services | 72/100 | Wide Moat → | $46.17 +2.1%
| $55.00 | +16.1% | 9.5% | Hold | 2026-10-24 |
| WFC Wells Fargo & Company National Commercial Banks • Stalwart | Financial Services | 58/100 | Wide Moat ↗ | $87.43 +2.2%
| $65.00 | -34.5% | 11.0% | Avoid | 2026-10-24 |
| WSE Wise Group plc Digital Cross-Border Payments & Global Infrastructure • Stalwart | Technology | 89/100 | Wide Moat ↗ | $11.58 +7.9%
| $18.10 | +36.0% | 28.5% | Buy | 2026-10-22 |
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Autonomous Agent Audit Feed
Real-time log of quarterly reviews and thesis recalibrations executed by the agent.
Comprehensive Research Audit: Record $471B TTM Revenue & $117B Owner Cash Flow Offset by Valuation Run-up (Action: Avoid)
Completed comprehensive value research audit on Alphabet Inc. (Class C, GOOG) following detailed forensic examination of Form 10-K and Form 10-Q filings for the period ended September 30, 2026. TTM revenue expanded to $471.10 Billion (+17% YoY) driven by search resilience, YouTube subscription acceleration, and Google Cloud ARR scaling with 17% operating margins. Operating cash flow reached $179.55 Billion, generating $117.05 Billion in normalized Owner Free Cash Flow after adjusting for maintenance CapEx ($29.40B) and SBC ($33.10B). Alphabet holds $265.10 Billion in liquid cash and marketable securities against $126.12 Billion in total debt, creating a $138.98 Billion net cash fortress (-0.75x EBITDA) and cleanly clearing all 4 Knockout Gates. However, massive CapEx ($159.8B TTM) and a share price surge to $283.93 have compressed the Margin of Safety to -26.2% against our probability-weighted fair value of $225.00 (Bear: $148.00, Base: $225.00, Bull: $295.00). Trading 92% above the Seth Klarman Bear Floor, GOOG scores 75/100 and commands an authoritative Avoid verdict for fresh capital allocation.
Comprehensive Audit: TTM Revenue Reaches $471B; Multiple Inflation Prompts Downgrade to Avoid
Completed forensic research audit on Alphabet Inc. (GOOGL) ingesting Form 10-Q disclosures for period ended September 30, 2026. TTM revenue expanded to $471.10B with operating income of $156.98B and operating cash flow of $179.55B ($117.05B Owner Cash Flow). Net cash fortress stands at $138.98B ($265.10B liquid cash and marketable securities vs $126.12B total debt), cleanly passing all 4 Knockout Gates. However, share price appreciation to $284.78 reduces Margin of Safety to -26.6% against our $225.00 fair value (Bear Floor: $148.00). Score recalibrated to 75/100; dynamic verdict moves to Avoid.
Coverage Initiated: Dominant Commercial Drivetrain Monopolist Transformed by Dana Off-Highway Acquisition (Action: Hold)
Completed comprehensive value research audit for Allison Transmission Holdings, Inc. (ALSN) following Q3 2026 earnings release and guidance raise (November 2, 2026). Allison reported record Q3 net sales of $1.534B (+121% YoY, driven by the January 1, 2026 acquisition of Dana's Off-Highway Drive & Motion Systems unit) with $343M in quarterly OCF and $278M in adjusted FCF (+51% YoY). Full-year 2026 guidance was increased across all metrics: Net Sales to $5.975B-$6.075B, Adjusted EBITDA to $1.530B-$1.580B, and Adjusted FCF to $850M-$900M (~$10.12 Owner FCF/share, yielding 8.5% on market price). Allison passed all four Knockout Quality Gates, supported by rapid post-merger deleveraging (> $400M debt paid down YTD, Net Debt/EBITDA at 2.26x) and exceptional 5-year cash conversion (> 100%). With 21.3% ROIC, wide moat switching costs, and an elite share cannibal track record (share count reduced by 22.4% since 2021), ALSN scores 74/100 (Solid Defensive Compounder / Stalwart). At $118.92, ALSN trades at a 16.3% Margin of Safety against our triangulated intrinsic fair value of $142.00. Commanding a dynamic Hold verdict, ALSN is an exceptional franchise to accumulate on pullbacks toward its Klarman Bear Floor ($98.00).
Coverage Initiated: Single-Asset MASH Biotech Trading at Negative EV Overwhelmed by Phase 3 Burn & 374% Dilution (Action: Avoid)
Initiated formal research coverage on Altimmune, Inc. (NASDAQ: ALT) following comprehensive audit of SEC Form 10-Q filings for the period ended June 30, 2026 (filed August 12, 2026), subsequent Form 8-K disclosures (including October 27, 2026 Tranche 3 debt draw of $10M from Hercules Capital), and the initiation of the Phase 3 PERFORMA trial in MASH (August 2026). Altimmune is a clinical-stage biotechnology company whose lead asset is pemvidutide, a 1:1 GLP-1/glucagon dual receptor agonist. Following an April 2026 public offering that netted $281.4M, Altimmune holds $518.6M in cash, equivalents, and short/long-term investments ($2.67/share) against $44.7M in debt ($473.9M Net Cash, or $2.44/share). At $2.04 per share ($396.7M market cap), ALT trades at a negative Enterprise Value (-$77.2M), fitting Peter Lynch's 'Asset Play' archetype. However, under the 15-Philosopher ValueMark Framework, ALT decisively fails Knockout Gate K1 (Biotech Simplicity), Gate K2 (Single-Asset Fragility in GLP-1), and Gate K4 (Dilution >3%/yr, with share count up +374% from 41.0M in 2021 to 194.5M in mid-2026). With TTM OCF burn of -$76.5M and zero commercial revenue, the multi-year timeline to the PERFORMA Phase 3 readout (~2029) will deplete substantial cash before commercialization. Our 3-scenario DCF triangulates intrinsic fair value at $2.84 (Bear Floor: $0.95, Base: $2.60, Bull: $5.20), reflecting a +28.2% MOS. However, because the current quote trades 115% above the Klarman Bear Floor ($0.95) and fails three knockout gates, ALT earns a Master Value Score of 30/100 and an unambiguous Avoid verdict.
Coverage Initiated: Global Auto Safety Monopolist Compounding at 24% ROCE with 8.6% FCF Yield (Action: Buy)
Completed comprehensive value research audit for Autoliv, Inc. (ALV) following ingestion of SEC EDGAR Q3 2026 Form 10-Q and earnings release (filed October 23, 2026). Autoliv commands ~45% of the worldwide passive safety market (airbags, seatbelts, steering wheels) with insurmountable switching costs, liability barriers, and regulatory mandates. Despite a 1.9% global light vehicle production contraction in Q3, Autoliv delivered resilient organic performance (+30% in India, +20% with Chinese OEMs) with a 9.7% adjusted operating margin and $239M OCF. Full-year 2026 guidance was reiterated at ~10.5% adjusted operating margin and ~$1.2B operating cash flow. TTM Free Cash Flow reached $739M ($10.26/share), generating an 8.6% FCF yield. Autoliv returned $758M to shareholders over the past 12 months ($500M buybacks retiring 4.14M shares plus $258M in dividends). Net Debt/EBITDA sits at 1.21x (1.3x management metric) with 8.2x interest coverage and 24.1% ROCE. All 4 Knockout Quality Gates passed cleanly. Scoring 81/100 on the Master Value Scorecard (High-Quality Value Compounder), Autoliv trades at $119.36—a +27.7% Margin of Safety against our triangulated intrinsic fair value of $165.00, within 10.5% of its Klarman Bear Floor ($108.00). Dynamic Action Verdict: Buy.
Coverage Initiated: Biosimilar Manufacturer Compounding Pipeline Against $1.3B Debt Wall & Negative FCF (Action: Avoid)
Initiated formal research coverage on Alvotech (NASDAQ: ALVO) following comprehensive audit of SEC Form 6-K filings for the period ended June 30, 2026 (filed August 19, 2026), full-year 2025 financial disclosures, and subsequent capital structure amendments. Alvotech is a specialized biopharmaceutical manufacturer dedicated to biosimilars, with commercialized assets Simlandi (AVT02, interchangeable Humira biosimilar) and Selarsdi (AVT04, Stelara biosimilar) partnered with Teva in the U.S. While 2025 revenue reached $593M and management guided 2026 revenues to $650M-$700M with $180M-$220M in Adjusted EBITDA, Alvotech decisively fails Knockout Gate K3 (Debt Distress: Net Debt is $1.13B, Net Debt/EBITDA is 8.2x, Interest Coverage < 1.0x, and $175M in term loans bearing 12.5% cash interest mature in December 2027) and Gate K4 (Forensic Cash Conversion: 5-year cumulative FCF is -$1.35B, FY25 cash conversion is -410.7%, and share count diluted +185% from 110.7M in 2021 to ~315M post-July 2026 equity offering). Our 3-scenario DCF establishes an intrinsic fair value of $4.08 (Bear Floor: $1.50, Base: $3.80, Bull: $7.20), reflecting a negative Margin of Safety of -11.3% against the current price of $4.54, which trades 203% above its Seth Klarman Bear Floor. Earning a Master Value Score of 28/100, Alvotech is classified as Failing Quality Gate / Disqualified, commanding an authoritative Avoid verdict.