Research library & screener
General and impersonal investment research. Not personal financial advice. Forecasts, valuations and model outputs are estimates and may be wrong. See Investment Disclaimer.
Screen output — not a recommendation. How each ranking is defined.
Every note in one place — search by ticker, company or theme, browse by sector, and filter by industry, rating or type. Or screen the covered universe by fair value vs price, probability-weighted target upside, market cap, valuation, downside probability, bull/bear scenario ratio, quality and catalyst proximity. Every field comes from the research notes.
By sector
Screen the library
Presets: High quality, cheap · Deep value · Positive alpha · Low downside · Favourable risk/reward · Catalyst inside 2 weeks · Near 52-week lows · SELL-rated names
More filters (11)
Agilent Technologies Inc (A)
SELL. 12-month probability-weighted target $131 (-24% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.
Alcoa Corp (AA)
HOLD. 12-month probability-weighted target $43 (+4% vs spot). P/E Multiple explains 46% of Monte Carlo outcome variance.
American Airlines Group (AAL)
BUY. 12-month probability-weighted target $15 (+17% vs spot). Gross Margin explains 55% of Monte Carlo outcome variance.
AAON Inc (AAON)
BUY. 12-month probability-weighted target $128 (+51% vs spot). P/E Multiple explains 48% of Monte Carlo outcome variance.
Apple Inc. (AAPL)
SELL. 12-month probability-weighted target $269 (-21% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.
AAPL: a real growth inflection — but the stock has already paid for it
iPhone +22%, China +30%, Services at a record. Real inflection — but triangulated fair value (~$279) sits just below spot. HOLD.
AbbVie Inc (ABBV)
SELL. 12-month probability-weighted target $232 (-17% vs spot). P/E Multiple explains 82% of Monte Carlo outcome variance.
Airbnb Inc (ABNB)
SELL. 12-month probability-weighted target $138 (-15% vs spot). P/E Multiple explains 76% of Monte Carlo outcome variance.
Abbott Laboratories (ABT)
HOLD. 12-month probability-weighted target $92 (-10% vs spot). P/E Multiple explains 67% of Monte Carlo outcome variance.
Arch Capital Group Ltd. (ACGL)
HOLD. 12-month probability-weighted target $96 (-1% vs spot). P/E Multiple explains 57% of Monte Carlo outcome variance.
Aecom Technology Corporation (ACM)
BUY. 12-month probability-weighted target $76 (+28% vs spot). Gross Margin explains 60% of Monte Carlo outcome variance.
Accenture plc (ACN)
SELL. 12-month probability-weighted target $116 (-46% vs spot). Gross Margin explains 51% of Monte Carlo outcome variance.
Adobe Systems Incorporated (ADBE)
SELL. 12-month probability-weighted target $198 (-17% vs spot). P/E Multiple explains 89% of Monte Carlo outcome variance.
Agree Realty Corporation (ADC)
BUY. 12-month probability-weighted target $82 (+24% vs spot). P/E Multiple explains 91% of Monte Carlo outcome variance.
Analog Devices Inc (ADI)
HOLD. 12-month probability-weighted target $375 (-8% vs spot). P/E Multiple explains 82% of Monte Carlo outcome variance.
Archer-Daniels-Midland Company (ADM)
HOLD. 12-month probability-weighted target $77 (-4% vs spot). Gross Margin explains 54% of Monte Carlo outcome variance.
Automatic Data Processing Inc (ADP)
SELL. 12-month probability-weighted target $219 (-20% vs spot). P/E Multiple explains 69% of Monte Carlo outcome variance.
Autodesk Inc (ADSK)
SELL. 12-month probability-weighted target $190 (-19% vs spot). P/E Multiple explains 91% of Monte Carlo outcome variance.
Ameren Corp (AEE)
HOLD. 12-month probability-weighted target $115 (+11% vs spot). P/E Multiple explains 51% of Monte Carlo outcome variance.
Advanced Energy Industries Inc (AEIS)
HOLD. 12-month probability-weighted target $277 (-1% vs spot). P/E Multiple explains 71% of Monte Carlo outcome variance.
American Electric Power Co Inc (AEP)
HOLD. 12-month probability-weighted target $134 (+8% vs spot). Gross Margin explains 50% of Monte Carlo outcome variance.
The AES Corporation (AES)
Rating suspended since 2026-10-13 — pending acquisition. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.
American Financial Group, Inc. (AFG)
HOLD. 12-month probability-weighted target $134 (-7% vs spot). Gross Margin explains 48% of Monte Carlo outcome variance.
Aflac Incorporated (AFL)
HOLD. 12-month probability-weighted target $122 (+5% vs spot). P/E Multiple explains 64% of Monte Carlo outcome variance.
AGCO Corporation (AGCO)
HOLD. 12-month probability-weighted target $111 (+6% vs spot). Gross Margin explains 54% of Monte Carlo outcome variance.
Assured Guaranty Ltd (AGO)
HOLD. 12-month probability-weighted target $70 (+1% vs spot). P/E Multiple explains 90% of Monte Carlo outcome variance.
American Healthcare REIT, Inc. (AHR)
HOLD. 12-month probability-weighted target $47 (-11% vs spot). Gross Margin explains 56% of Monte Carlo outcome variance.
American International Group Inc (AIG)
HOLD. 12-month probability-weighted target $71 (-9% vs spot). P/E Multiple explains 56% of Monte Carlo outcome variance.
Applied Industrial Technologies (AIT)
HOLD. 12-month probability-weighted target $332 (-1% vs spot). Gross Margin explains 57% of Monte Carlo outcome variance.
Assurant, Inc. (AIZ)
HOLD. 12-month probability-weighted target $255 (-5% vs spot). Gross Margin explains 65% of Monte Carlo outcome variance.
Arthur J Gallagher & Co (AJG)
HOLD. 12-month probability-weighted target $216 (-8% vs spot). P/E Multiple explains 72% of Monte Carlo outcome variance.
Akamai Technologies Inc (AKAM)
HOLD. 12-month probability-weighted target $111 (+9% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.
Albemarle Corp (ALB)
BUY. 12-month probability-weighted target $139 (+41% vs spot). P/E Multiple explains 70% of Monte Carlo outcome variance.
Allegro Microsystems Inc (ALGM)
BUY. 12-month probability-weighted target $46 (+36% vs spot). P/E Multiple explains 68% of Monte Carlo outcome variance.
Align Technology Inc (ALGN)
BUY. 12-month probability-weighted target $167 (+19% vs spot). P/E Multiple explains 64% of Monte Carlo outcome variance.
Alaska Air Group Inc (ALK)
BUY. 12-month probability-weighted target $45 (+19% vs spot). P/E Multiple explains 47% of Monte Carlo outcome variance.
The Allstate Corporation (ALL)
HOLD. 12-month probability-weighted target $230 (-1% vs spot). Gross Margin explains 48% of Monte Carlo outcome variance.
Allegion PLC (ALLE)
SELL. 12-month probability-weighted target $133 (-11% vs spot). P/E Multiple explains 62% of Monte Carlo outcome variance.
Ally Financial Inc (ALLY)
BUY. 12-month probability-weighted target $46 (+21% vs spot). P/E Multiple explains 87% of Monte Carlo outcome variance.
Allison Transmission Holdings Inc (ALSN)
HOLD. 12-month probability-weighted target $118 (+6% vs spot). P/E Multiple explains 69% of Monte Carlo outcome variance.
Autoliv Inc (ALV)
HOLD. 12-month probability-weighted target $111 (+1% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.
Antero Midstream Partners LP (AM)
HOLD. 12-month probability-weighted target $22 (+3% vs spot). P/E Multiple explains 86% of Monte Carlo outcome variance.
Applied Materials Inc (AMAT)
BUY. 12-month probability-weighted target $621 (+25% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.
Amcor PLC (AMCR)
HOLD. 12-month probability-weighted target $41 (-2% vs spot). Gross Margin explains 66% of Monte Carlo outcome variance.
Advanced Micro Devices Inc (AMD)
SELL. 12-month probability-weighted target $411 (-31% vs spot). P/E Multiple explains 78% of Monte Carlo outcome variance.
Ametek Inc (AME)
HOLD. 12-month probability-weighted target $237 (-5% vs spot). P/E Multiple explains 75% of Monte Carlo outcome variance.
Affiliated Managers Group, Inc. (AMG)
HOLD. 12-month probability-weighted target $363 (-5% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.
Amgen Inc (AMGN)
SELL. 12-month probability-weighted target $350 (-16% vs spot). P/E Multiple explains 80% of Monte Carlo outcome variance.
American Homes 4 Rent (AMH)
HOLD. 12-month probability-weighted target $33 (+8% vs spot). P/E Multiple explains 86% of Monte Carlo outcome variance.
Amkor Technology Inc (AMKR)
BUY. 12-month probability-weighted target $61 (+26% vs spot). Gross Margin explains 57% of Monte Carlo outcome variance.
Ameriprise Financial Inc (AMP)
SELL. 12-month probability-weighted target $417 (-17% vs spot). P/E Multiple explains 70% of Monte Carlo outcome variance.
American Tower Corp (AMT)
HOLD. 12-month probability-weighted target $173 (-5% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.
Amazon.com (AMZN)
HOLD. 12-month probability-weighted target $246 (-5% vs spot). P/E Multiple explains 67% of Monte Carlo outcome variance.
AutoNation Inc (AN)
BUY. 12-month probability-weighted target $193 (+24% vs spot). Gross Margin explains 55% of Monte Carlo outcome variance.
Arista Networks (ANET)
SELL. 12-month probability-weighted target $155 (-26% vs spot). P/E Multiple explains 89% of Monte Carlo outcome variance.
Abercrombie & Fitch Company (ANF)
SELL. 12-month probability-weighted target $105 (-28% vs spot). Gross Margin explains 63% of Monte Carlo outcome variance.
Aon PLC (AON)
BUY. 12-month probability-weighted target $320 (+17% vs spot). P/E Multiple explains 70% of Monte Carlo outcome variance.
Smith AO Corporation (AOS)
HOLD. 12-month probability-weighted target $60 (+6% vs spot). P/E Multiple explains 51% of Monte Carlo outcome variance.
APA Corporation (APA)
SELL. 12-month probability-weighted target $39 (-17% vs spot). P/E Multiple explains 69% of Monte Carlo outcome variance.
Air Products and Chemicals Inc (APD)
HOLD. 12-month probability-weighted target $279 (-2% vs spot). P/E Multiple explains 72% of Monte Carlo outcome variance.
Names not covered, and why
48 names in the S&P 900 universe are on the engine’s deferral register. 30 of them carry no published report. Each is a recorded decision: the engine refuses to model on corrupt vendor data or to invent assumptions a valuation lens cannot source. A name joins coverage when its blocker clears. The other 18 have a report page all the same and are counted by it: 18 with the rating withheld. A further 3 are dual-class listings covered via their primary share class. 3 more S&P 900 listings have no report and no recorded reason: ECHO, GHC, IESC. The estate reconciliation shows how every count on this site relates.
The full list (51)
| Ticker | Company | On this site | Reason |
|---|---|---|---|
| ADT | ADT INC | No report | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| AGNC | AGNC Investment | No report | Most of its value sits on its balance sheet (insurance policies, mortgage assets or servicing rights, and the capital behind them), which an earnings multiple does not capture; we publish no valuation until a method built for such businesses is in place. |
| AMTM | AMENTUM HOLDINGS | No report | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| APPF | AppFolio | Report page, rating withheld | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| ARWR | Arrowhead Pharmaceuticals | Report page, rating withheld | The company is not currently profitable, so a multiple of its forward earnings says little about its value; we publish no valuation until a method suited to its stage is in place. |
| BA | Boeing | No report | Its current earnings are depressed or distorted, by interest and depreciation or by a cyclical trough or recovery, so an earnings multiple misstates its value; we publish no valuation until a method that looks through them is in place. |
| BE | Bloom Energy | No report | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| BF.B | Brown–Forman | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| BHF | Brighthouse Financial | Report page, rating withheld | Most of its value sits on its balance sheet (insurance policies, mortgage assets or servicing rights, and the capital behind them), which an earnings multiple does not capture; we publish no valuation until a method built for such businesses is in place. |
| BTSG | BrightSpring Health Services | Report page, rating withheld | Its current earnings are depressed or distorted, by interest and depreciation or by a cyclical trough or recovery, so an earnings multiple misstates its value; we publish no valuation until a method that looks through them is in place. |
| CAVA | Cava Group | Report page, rating withheld | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| CHRD | Chord Energy | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| CHTR | Charter Communications | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| CORT | Corcept Therapeutics | No report | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| CRBG | Corebridge Financial | Report page, rating withheld | Most of its value sits on its balance sheet (insurance policies, mortgage assets or servicing rights, and the capital behind them), which an earnings multiple does not capture; we publish no valuation until a method built for such businesses is in place. |
| CWEN | CLEARWAY ENERGY INC CLASS C | No report | Its current earnings are depressed or distorted, by interest and depreciation or by a cyclical trough or recovery, so an earnings multiple misstates its value; we publish no valuation until a method that looks through them is in place. |
| CYTK | Cytokinetics | Report page, rating withheld | The company is not currently profitable, so a multiple of its forward earnings says little about its value; we publish no valuation until a method suited to its stage is in place. |
| DOCN | DigitalOcean | Report page, rating withheld | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| EMN | EASTMAN CHEMICAL | No report | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| EQH | Equitable Holdings | Report page, rating withheld | Most of its value sits on its balance sheet (insurance policies, mortgage assets or servicing rights, and the capital behind them), which an earnings multiple does not capture; we publish no valuation until a method built for such businesses is in place. |
| FISV | Fiserv | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| FRPT | FRESHPET | No report | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| HIMS | Hims & Hers Health | Report page, rating withheld | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| KIM | Kimco Realty | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| KMX | CARMAX INC | No report | Most of its value sits on its balance sheet (insurance policies, mortgage assets or servicing rights, and the capital behind them), which an earnings multiple does not capture; we publish no valuation until a method built for such businesses is in place. |
| KRYS | Krystal Biotech | No report | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| LKQ | LKQ CORP | No report | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| LNC | LINCOLN NATIONAL CORP | No report | Most of its value sits on its balance sheet (insurance policies, mortgage assets or servicing rights, and the capital behind them), which an earnings multiple does not capture; we publish no valuation until a method built for such businesses is in place. |
| LYV | Live Nation Entertainment | No report | Its current earnings are depressed or distorted, by interest and depreciation or by a cyclical trough or recovery, so an earnings multiple misstates its value; we publish no valuation until a method that looks through them is in place. |
| MOH | Molina Healthcare | No report | Its current earnings are depressed or distorted, by interest and depreciation or by a cyclical trough or recovery, so an earnings multiple misstates its value; we publish no valuation until a method that looks through them is in place. |
| MP | MP Materials | No report | The company is not currently profitable, so a multiple of its forward earnings says little about its value; we publish no valuation until a method suited to its stage is in place. |
| MRNA | Moderna | No report | The company is not currently profitable, so a multiple of its forward earnings says little about its value; we publish no valuation until a method suited to its stage is in place. |
| MSGS | MADISON SQUARE GARDEN SPORTS CLASS | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| MU | Micron Technology | Report page, rating withheld | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| MZTI | The Marzetti Company | Report page, rating withheld | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| OGN | ORGANON | No report | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| ORA | Ormat Technologies | Report page, rating withheld | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| PEN | Penumbra, Inc. | Report page, rating withheld | The market prices it outside the multiple range our model allows for its sector, so the model would move its valuation by construction rather than on its merits; we publish no valuation until it has a method of its own. |
| RDDT | No report | Our model has no template yet for its kind of business, so we publish no valuation until one is built. | |
| RITM | RITHM CAPITAL | No report | Most of its value sits on its balance sheet (insurance policies, mortgage assets or servicing rights, and the capital behind them), which an earnings multiple does not capture; we publish no valuation until a method built for such businesses is in place. |
| ROIV | Roivant Sciences | No report | The company is not currently profitable, so a multiple of its forward earnings says little about its value; we publish no valuation until a method suited to its stage is in place. |
| ROKU | Roku, Inc. | Report page, rating withheld | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| SITM | SiTime | Report page, rating withheld | Our earnings-multiple method does not fit a company growing this fast, so we publish no valuation until a growth-appropriate method is in place. |
| SNDK | Sandisk | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| STX | Seagate Technology | Report page, rating withheld | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| TTMI | TTM Technologies | Report page, rating withheld | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| VMRK | Vivmark Residential | No report | The data we would value it on, from our data vendor or its own price history, is missing or failed our consistency checks, so we publish no valuation until the figures are verified. |
| WBD | Warner Bros. Discovery | No report | Its current earnings are depressed or distorted, by interest and depreciation or by a cyclical trough or recovery, so an earnings multiple misstates its value; we publish no valuation until a method that looks through them is in place. |
| FOX | Fox Corporation (Class B) | Covered as FOXA | dual-class duplicate of FOXA |
| GOOG | Alphabet Inc. (Class C) | Covered as GOOGL | dual-class duplicate of GOOGL (already live) |
| NWS | News Corp (Class B) | Covered as NWSA | dual-class duplicate of NWSA |