undamentalytics Newsletter

Our calls, graded

Every rating we publish is recorded the moment it goes out, with the share price at the time, in a record we can add to but never edit. Here is each one against what the shares did next, and against the S&P 500 over the same dates. The misses stay on the page.

Ratings published
2935
Recording since
Oct 19, 2026
Old enough to grade
0
Buys and Sells on the right side
Building

A rating is graded once it has been in place for 90 days, or when we replace it. The first ratings reach 90 days on January 17, 2027; until then every call is listed with its return so far, which says little over a few days.

Every call

Every published rating with its return against the S&P 500
Company Rating Published Price then Price now or at replacement Return S&P 500 Difference Status
XOM ExxonMobil Hold Nov 2, 2026 $181.49 $179.67 −1.0% 0.0% −1.0 pts Open, 1 days
WMB Williams Companies Sell Nov 2, 2026 $72.05 $71.19 −1.2% 0.0% −1.2 pts Open, 1 days
WAY Waystar Holding Corp. Hold Nov 2, 2026 $28.36 $28.14 −0.8% 0.0% −0.8 pts Open, 1 days
VRSK Verisk Analytics, Inc. Sell Nov 2, 2026 $199.62 $201.50 +0.9% 0.0% +0.9 pts Open, 1 days
VNCE Vince Holding Corp. Buy Nov 2, 2026 $11.74 $12.00 +2.2% 0.0% +2.2 pts Open, 1 days
VHI Valhi Inc Hold Nov 2, 2026 $14.95 $14.80 −1.0% 0.0% −1.0 pts Open, 1 days
UTI Universal Technical Institute Inc Hold Nov 2, 2026 $21.73 $21.87 +0.6% 0.0% +0.6 pts Open, 1 days
USLM United States Lime & Minerals Inc Sell Nov 2, 2026 $121.08 $118.99 −1.7% 0.0% −1.7 pts Open, 1 days
UFCS United Fire Group Inc Sell Nov 2, 2026 $57.08 $57.08 0.0% 0.0% 0.0 pts Open, 1 days
TXRH Texas Roadhouse, Inc. Sell Nov 2, 2026 $186.76 $187.17 +0.2% 0.0% +0.2 pts Open, 1 days
TXO TXO Partners, L.p. Hold Nov 2, 2026 $13.78 $13.61 −1.2% 0.0% −1.2 pts Open, 1 days
TRNS Transcat Inc Sell Nov 2, 2026 $88.79 $87.92 −1.0% 0.0% −1.0 pts Open, 1 days
TME Tencent Music Entertainment Group Buy Nov 2, 2026 $8.91 $8.94 +0.3% 0.0% +0.3 pts Open, 1 days
TBCH Turtle Beach Corp Buy Nov 2, 2026 $15.76 $15.73 −0.2% 0.0% −0.2 pts Open, 1 days
SLF SUN Life Financial Inc Sell Nov 2, 2026 $80.78 $80.63 −0.2% 0.0% −0.2 pts Open, 1 days
SITE Siteone Landscape Supply, Inc. Sell Nov 2, 2026 $114.50 $114.60 +0.1% 0.0% +0.1 pts Open, 1 days
SGC Superior Group Of Companies, Inc. Buy Nov 2, 2026 $13.12 $13.27 +1.1% 0.0% +1.1 pts Open, 1 days
SAM Boston Beer Co Inc Hold Nov 2, 2026 $219.59 $221.37 +0.8% 0.0% +0.8 pts Open, 1 days
ROP Roper Technologies Sell Nov 2, 2026 $480.86 $479.09 −0.4% 0.0% −0.4 pts Replaced by Hold Nov 2, 2026
ROP Roper Technologies Hold Nov 2, 2026 $479.09 $479.54 +0.1% 0.0% +0.1 pts Open, 1 days
RMBS Rambus Inc Hold Nov 2, 2026 $85.65 $83.85 −2.1% 0.0% −2.1 pts Replaced by Buy Nov 2, 2026
RMBS Rambus Inc Buy Nov 2, 2026 $83.85 $84.01 +0.2% 0.0% +0.2 pts Open, 1 days
QLYS Qualys, Inc. Hold Nov 2, 2026 $212.90 $207.60 −2.5% 0.0% −2.5 pts Open, 1 days
PTEN Patterson UTI Energy Inc Buy Nov 2, 2026 $12.14 $11.80 −2.8% 0.0% −2.8 pts Open, 1 days
PNRG Primeenergy Resources Corp Sell Nov 2, 2026 $215.03 $202.23 −6.0% 0.0% −6.0 pts Open, 1 days
PLTR Palantir Technologies Inc. Sell Nov 2, 2026 $178.34 $178.34 0.0% 0.0% 0.0 pts Open, 1 days
PEG Public Service Enterprise Group Hold Nov 2, 2026 $74.38 $74.38 0.0% 0.0% 0.0 pts Open, 1 days
PAY Paymentus Holdings, Inc. Hold Nov 2, 2026 $35.05 $35.05 0.0% 0.0% 0.0 pts Replaced by Buy Nov 2, 2026
PAY Paymentus Holdings, Inc. Buy Nov 2, 2026 $35.05 $35.05 0.0% 0.0% 0.0 pts Open, 1 days
ON ON Semiconductor Corp Hold Nov 2, 2026 $70.88 $70.11 −1.1% 0.0% −1.1 pts Open, 1 days
NWFL Norwood Financial Corp Hold Nov 2, 2026 $36.44 $36.15 −0.8% 0.0% −0.8 pts Open, 1 days
NTCT Netscout Systems Inc Buy Nov 2, 2026 $37.72 $37.62 −0.3% 0.0% −0.3 pts Open, 1 days
NSSC Napco Security Technologies, Inc Hold Nov 2, 2026 $33.57 $32.11 −4.3% 0.0% −4.3 pts Open, 1 days
NJR NEW Jersey Resources Corp Sell Nov 2, 2026 $53.64 $54.18 +1.0% 0.0% +1.0 pts Open, 1 days
NFLX Netflix Hold Nov 2, 2026 $62.55 $62.34 −0.3% 0.0% −0.3 pts Open, 1 days
NBIX Neurocrine Biosciences Inc Buy Nov 2, 2026 $146.07 $145.35 −0.5% 0.0% −0.5 pts Open, 1 days
MTCH Match Group, Inc. Hold Nov 2, 2026 $42.07 $42.07 0.0% 0.0% 0.0 pts Open, 1 days
MSGE Madison Square Garden Entertainment Corp. Hold Nov 2, 2026 $78.81 $79.40 +0.7% 0.0% +0.7 pts Open, 1 days
MLR Miller Industries Inc Hold Nov 2, 2026 $52.53 $51.79 −1.4% 0.0% −1.4 pts Open, 1 days
MDXG Mimedx Group, Inc. Buy Nov 2, 2026 $3.54 $3.28 −7.2% 0.0% −7.2 pts Open, 1 days
LOAN Manhattan Bridge Capital, Inc Buy Nov 2, 2026 $3.46 $3.42 −1.2% 0.0% −1.2 pts Open, 1 days
LKQ LKQ Corp Hold Nov 2, 2026 $19.64 $19.93 +1.5% 0.0% +1.5 pts Open, 1 days
LFUS Littelfuse Inc Hold Nov 2, 2026 $404.97 $400.00 −1.2% 0.0% −1.2 pts Replaced by Buy Nov 2, 2026
LFUS Littelfuse Inc Buy Nov 2, 2026 $400.00 $394.54 −1.4% 0.0% −1.4 pts Open, 1 days
L Loews Corporation Hold Nov 2, 2026 $110.69 $111.34 +0.6% 0.0% +0.6 pts Open, 1 days
KMRK K-tech Solutions Co LTD Hold Nov 2, 2026 $1.57 $1.51 −3.8% 0.0% −3.8 pts Open, 1 days
KMPR Kemper Corp Hold Nov 2, 2026 $34.74 $35.08 +1.0% 0.0% +1.0 pts Open, 1 days
KLIC Kulicke & Soffa Industries Inc Buy Nov 2, 2026 $71.55 $71.20 −0.5% 0.0% −0.5 pts Open, 1 days
KLAC KLA Corporation Hold Nov 2, 2026 $154.03 $153.11 −0.6% 0.0% −0.6 pts Open, 1 days
KEYS Keysight Technologies Hold Nov 2, 2026 $304.42 $298.94 −1.8% 0.0% −1.8 pts Open, 1 days
JXN Jackson Financial Inc. Buy Nov 2, 2026 $138.62 $137.64 −0.7% 0.0% −0.7 pts Open, 1 days
JLL Jones Lang Lasalle Inc Hold Nov 2, 2026 $383.56 $379.29 −1.1% 0.0% −1.1 pts Open, 1 days
JBTM JBT Marel Corp Hold Nov 2, 2026 $115.60 $114.78 −0.7% 0.0% −0.7 pts Open, 1 days
ISTR Investar Holding Corp Hold Nov 2, 2026 $28.32 $28.29 −0.1% 0.0% −0.1 pts Open, 1 days
INVE Inve Technologies, Inc. Hold Nov 2, 2026 $2.69 $2.67 −0.7% 0.0% −0.7 pts Open, 1 days
IIIN Insteel Industries Inc Hold Nov 2, 2026 $28.94 $28.84 −0.3% 0.0% −0.3 pts Open, 1 days
III Information Services Group Inc. Hold Nov 2, 2026 $5.99 $6.28 +4.8% 0.0% +4.8 pts Open, 1 days
ICE Intercontinental Exchange Hold Nov 2, 2026 $171.69 $172.28 +0.3% 0.0% +0.3 pts Open, 1 days
IBTA Ibotta, Inc. Sell Nov 2, 2026 $49.68 $48.78 −1.8% 0.0% −1.8 pts Replaced by Hold Nov 2, 2026
IBTA Ibotta, Inc. Hold Nov 2, 2026 $48.78 $50.07 +2.6% 0.0% +2.6 pts Replaced by Sell Nov 2, 2026
IBTA Ibotta, Inc. Sell Nov 2, 2026 $50.07 $50.07 0.0% 0.0% 0.0 pts Open, 1 days
HFWA Heritage Financial Corp Hold Nov 2, 2026 $29.24 $29.23 0.0% 0.0% 0.0 pts Open, 1 days
GTX Garrett Motion Inc. Buy Nov 2, 2026 $20.64 $20.22 −2.0% 0.0% −2.0 pts Open, 1 days
GLRE Greenlight Capital RE, LTD. Buy Nov 2, 2026 $14.83 $15.09 +1.8% 0.0% +1.8 pts Open, 1 days
GEV GE Vernova Hold Nov 2, 2026 $875.18 $862.25 −1.5% 0.0% −1.5 pts Open, 1 days
FOXA Fox Corporation (Class A) Buy Nov 2, 2026 $63.15 $62.76 −0.6% 0.0% −0.6 pts Open, 1 days
FHI Federated Hermes, Inc. Hold Nov 2, 2026 $62.56 $62.56 0.0% 0.0% 0.0 pts Open, 1 days
FET Forum Energy Technologies, Inc. Buy Nov 2, 2026 $80.66 $77.62 −3.8% 0.0% −3.8 pts Open, 1 days
FEIM Frequency Electronics Inc Sell Nov 2, 2026 $65.78 $65.78 0.0% 0.0% 0.0 pts Open, 1 days
ESAB ESAB Corp Sell Nov 2, 2026 $75.96 $76.30 +0.4% 0.0% +0.4 pts Open, 1 days
EQT EQT Corporation Buy Nov 2, 2026 $54.84 $54.84 0.0% 0.0% 0.0 pts Open, 1 days
ENVA Enova International, Inc. Hold Nov 2, 2026 $174.96 $173.94 −0.6% 0.0% −0.6 pts Open, 1 days
ELV Elevance Health Buy Nov 2, 2026 $413.36 $413.60 +0.1% 0.0% +0.1 pts Open, 1 days
ELPC Energy Co Of Parana Hold Nov 2, 2026 $10.62 $10.48 −1.4% 0.0% −1.4 pts Replaced by Buy Nov 2, 2026
ELPC Energy Co Of Parana Buy Nov 2, 2026 $10.48 $10.43 −0.5% 0.0% −0.5 pts Open, 1 days
EL The Estée Lauder Companies Sell Nov 2, 2026 $106.74 $104.77 −1.8% 0.0% −1.8 pts Open, 1 days
EFSI Eagle Financial Services Inc Hold Nov 2, 2026 $45.94 $45.94 0.0% 0.0% 0.0 pts Open, 1 days
DRS Leonardo DRS, Inc. Hold Nov 2, 2026 $36.91 $36.92 0.0% 0.0% 0.0 pts Open, 1 days
DOV Dover Corporation Sell Nov 2, 2026 $214.03 $215.91 +0.9% 0.0% +0.9 pts Open, 1 days
DORM Dorman Products, Inc. Sell Nov 2, 2026 $140.78 $139.77 −0.7% 0.0% −0.7 pts Replaced by Hold Nov 2, 2026
DORM Dorman Products, Inc. Hold Nov 2, 2026 $139.77 $139.33 −0.3% 0.0% −0.3 pts Open, 1 days
DJCO Daily Journal Corp Buy Nov 2, 2026 $619.68 $619.68 0.0% 0.0% 0.0 pts Open, 1 days
CTS CTS Corp Hold Nov 2, 2026 $62.46 $62.85 +0.6% 0.0% +0.6 pts Open, 1 days
CRON Cronos Group Inc. Hold Nov 2, 2026 $3.38 $3.33 −1.6% 0.0% −1.6 pts Replaced by Buy Nov 2, 2026
CRON Cronos Group Inc. Buy Nov 2, 2026 $3.33 $3.33 0.0% 0.0% 0.0 pts Open, 1 days
CPK Chesapeake Utilities Corp Sell Nov 2, 2026 $137.65 $139.29 +1.2% 0.0% +1.2 pts Open, 1 days
CENT Central Garden & PET Co Buy Nov 2, 2026 $47.07 $47.07 0.0% 0.0% 0.0 pts Open, 1 days
CARG Cargurus, Inc. Hold Nov 2, 2026 $33.73 $33.79 +0.2% 0.0% +0.2 pts Open, 1 days
C Citigroup Sell Nov 2, 2026 $123.10 $123.10 0.0% 0.0% 0.0 pts Open, 1 days
BVS Bioventus Inc. Sell Nov 2, 2026 $13.13 $13.15 +0.2% 0.0% +0.2 pts Open, 1 days
BSX Boston Scientific Hold Nov 2, 2026 $43.91 $44.32 +0.9% 0.0% +0.9 pts Open, 1 days
BLDR Builders Firstsource, Inc. Hold Nov 2, 2026 $67.72 $67.82 +0.2% 0.0% +0.2 pts Open, 1 days
BGC BGC Group, Inc. Sell Nov 2, 2026 $11.39 $11.41 +0.1% 0.0% +0.1 pts Open, 1 days
BCC Boise Cascade Co Sell Nov 2, 2026 $80.80 $77.19 −4.5% 0.0% −4.5 pts Replaced by Hold Nov 2, 2026
BC Brunswick Corp Hold Nov 2, 2026 $78.62 $79.05 +0.5% 0.0% +0.5 pts Open, 1 days
AYI Acuity Inc. (de) Hold Nov 2, 2026 $331.67 $329.65 −0.6% 0.0% −0.6 pts Open, 1 days
ATMU Atmus Filtration Technologies Inc. Sell Nov 2, 2026 $48.31 $47.66 −1.3% 0.0% −1.3 pts Open, 1 days
ASO Academy Sports & Outdoors, Inc. Hold Nov 2, 2026 $62.07 $61.84 −0.4% 0.0% −0.4 pts Open, 1 days
ARTNA Artesian Resources Corp Hold Nov 2, 2026 $33.85 $34.01 +0.5% 0.0% +0.5 pts Open, 1 days
ARES Ares Management Sell Nov 2, 2026 $134.67 $132.96 −1.3% 0.0% −1.3 pts Open, 1 days

How we grade

Each rating runs from the day we publish it until we replace it (a new rating, a target moved by 10% or more, or a withdrawal) or until today. The return uses the share price recorded with the rating and the price recorded when it was replaced, adjusted for share splits, and excludes dividends. The S&P 500 comparison uses an S&P 500 fund over the same dates. Ratings come from our automated valuation model, explained in our valuation methodology; the full record of each one is in our recommendations disclosure.

Past performance is not a reliable indicator of future results. Ratings are model output, not personal advice. Prices are third-party market data and may be delayed.