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
2970
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
HCC Warrior MET Coal, Inc. Hold Oct 27, 2026 $87.23 $83.31 −4.5% −2.0% −2.5 pts Open, 7 days
HAIN Hain Celestial Group Inc Buy Oct 27, 2026 $0.14 $0.14 −5.8% −2.0% −3.8 pts Open, 7 days
GMED Globus Medical Inc Buy Oct 27, 2026 $80.54 $81.63 +1.4% +0.3% +1.0 pts Replaced by Hold Oct 28, 2026
GEHC GE HealthCare Sell Oct 27, 2026 $71.08 $79.07 +11.2% −2.0% +13.2 pts Open, 7 days
GBFH Gbank Financial Holdings Inc. Buy Oct 27, 2026 $17.38 $17.94 +3.2% 0.0% +3.2 pts Replaced by Hold Oct 27, 2026
GBFH Gbank Financial Holdings Inc. Hold Oct 27, 2026 $17.94 $17.39 −3.1% +0.3% −3.4 pts Replaced by Buy Oct 28, 2026
EXLS Exlservice Holdings, Inc. Hold Oct 27, 2026 $40.80 $41.84 +2.5% −2.0% +4.6 pts Open, 7 days
ETSY Etsy Inc Hold Oct 27, 2026 $87.66 $89.69 +2.3% +0.3% +2.0 pts Replaced by Sell Oct 28, 2026
ENPH Enphase Energy, Inc. Sell Oct 27, 2026 $29.66 $29.05 −2.1% −2.0% −0.1 pts Open, 7 days
ELV Elevance Health Buy Oct 27, 2026 $426.36 $420.07 −1.5% −1.8% +0.3 pts Replaced by Hold Oct 30, 2026
CVSA Covista Inc. Buy Oct 27, 2026 $131.55 $123.39 −6.2% −2.0% −4.2 pts Open, 7 days
CRD.A Crawford & Co Sell Oct 27, 2026 $12.61 $12.48 −1.0% 0.0% −1.0 pts Replaced by Sell Oct 29, 2026
BSX Boston Scientific Buy Oct 27, 2026 $45.04 $45.26 +0.5% 0.0% +0.5 pts Replaced by Hold Oct 27, 2026
BSX Boston Scientific Hold Oct 27, 2026 $45.26 $44.96 −0.7% 0.0% −0.7 pts Replaced by Buy Oct 27, 2026
BSX Boston Scientific Buy Oct 27, 2026 $44.96 $45.17 +0.5% 0.0% +0.5 pts Replaced by Hold Oct 27, 2026
BSX Boston Scientific Hold Oct 27, 2026 $45.17 $45.03 −0.3% 0.0% −0.3 pts Replaced by Buy Oct 27, 2026
BSX Boston Scientific Buy Oct 27, 2026 $45.03 $42.54 −5.5% −1.8% −3.7 pts Replaced by Hold Oct 30, 2026
AYI Acuity Inc. (de) Hold Oct 27, 2026 $323.37 $319.50 −1.2% +0.3% −1.5 pts Replaced by Buy Oct 28, 2026
AWI Armstrong World Industries Inc Hold Oct 27, 2026 $153.68 $164.87 +7.3% 0.0% +7.3 pts Replaced by Sell Oct 29, 2026
ARES Ares Management Sell Oct 27, 2026 $121.92 $128.15 +5.1% −1.8% +6.9 pts Replaced by Sell Oct 30, 2026
AMKR Amkor Technology, Inc. Sell Oct 27, 2026 $39.30 $38.75 −1.4% −2.0% +0.6 pts Open, 7 days
AIT Applied Industrial Technologies Inc Hold Oct 27, 2026 $307.00 $302.78 −1.4% −2.0% +0.6 pts Open, 7 days
ADTN Adtran Holdings, Inc. Hold Oct 27, 2026 $6.73 $6.62 −1.6% −1.8% +0.2 pts Replaced by Buy Oct 30, 2026
ADM Archer Daniels Midland Buy Oct 27, 2026 $78.59 $72.38 −7.9% −2.0% −5.9 pts Open, 7 days
ZWS Zurn Elkay Water Solutions Corp Hold Oct 26, 2026 $49.32 $44.60 −9.6% −1.5% −8.1 pts Open, 8 days
YUMC Yum China Holdings, Inc. Hold Oct 26, 2026 $45.53 $46.02 +1.1% −1.5% +2.5 pts Open, 8 days
YELP Yelp Inc Buy Oct 26, 2026 $19.44 $19.35 −0.5% −1.5% +1.0 pts Open, 8 days
WWW Wolverine World Wide Inc Hold Oct 26, 2026 $20.28 $20.98 +3.5% −1.5% +4.9 pts Open, 8 days
WSO Watsco Inc Hold Oct 26, 2026 $305.33 $306.44 +0.4% −1.5% +1.8 pts Open, 8 days
WSFS Wsfs Financial Corp Sell Oct 26, 2026 $79.57 $78.47 −1.4% −1.3% −0.1 pts Replaced by Hold Oct 30, 2026
WOR Worthington Enterprises, Inc. Hold Oct 26, 2026 $64.21 $64.21 0.0% 0.0% 0.0 pts Replaced by Hold Oct 26, 2026
WOR Worthington Enterprises, Inc. Hold Oct 26, 2026 $64.21 $64.79 +0.9% −1.5% +2.4 pts Open, 8 days
WMK Weis Markets Inc Sell Oct 26, 2026 $77.65 $76.68 −1.2% −1.5% +0.2 pts Open, 8 days
WLY John Wiley & Sons, Inc. Sell Oct 26, 2026 $53.63 $50.70 −5.5% −1.5% −4.0 pts Open, 8 days
WGO Winnebago Industries Inc Buy Oct 26, 2026 $28.11 $31.80 +13.1% −1.5% +14.6 pts Open, 8 days
WAFD Wafd Inc Buy Oct 26, 2026 $29.46 $29.92 +1.6% −1.5% +3.0 pts Open, 8 days
VVX V2x, Inc. Hold Oct 26, 2026 $76.82 $79.70 +3.7% −1.5% +5.2 pts Open, 8 days
VSXY Victoria's Secret & Co. Hold Oct 26, 2026 $94.96 $99.92 +5.2% −1.5% +6.7 pts Open, 8 days
VSTS Vestis Corp Hold Oct 26, 2026 $14.96 $14.67 −1.9% −1.5% −0.5 pts Open, 8 days
VLY Valley National Bancorp Hold Oct 26, 2026 $14.05 $14.32 +1.9% −1.5% +3.4 pts Open, 8 days
VLGEA Village Super Market Inc Buy Oct 26, 2026 $44.64 $42.24 −5.4% −1.5% −3.9 pts Open, 8 days
VHI Valhi Inc Buy Oct 26, 2026 $14.07 $14.31 +1.7% +0.6% +1.1 pts Replaced by Buy Oct 27, 2026
VCTR Victory Capital Holdings, Inc. Hold Oct 26, 2026 $108.91 $109.80 +0.8% +0.6% +0.3 pts Replaced by Hold Oct 27, 2026
VC Visteon Corp Buy Oct 26, 2026 $75.70 $73.32 −3.1% −1.3% −1.9 pts Replaced by Buy Oct 30, 2026
URBN Urban Outfitters Inc Hold Oct 26, 2026 $90.59 $87.72 −3.2% −1.5% −1.7 pts Open, 8 days
UNF Unifirst Corp Sell Oct 26, 2026 $279.64 $258.54 −7.5% −1.5% −6.1 pts Open, 8 days
ULH Universal Logistics Holdings, Inc. Buy Oct 26, 2026 $16.16 $16.09 −0.4% +0.6% −1.0 pts Replaced by Buy Oct 27, 2026
UFPI UFP Industries Inc Buy Oct 26, 2026 $80.93 $81.64 +0.9% −1.5% +2.3 pts Open, 8 days
UDR UDR, Inc. Hold Oct 26, 2026 $35.70 $34.73 −2.7% +0.9% −3.6 pts Replaced by Buy Oct 28, 2026
UCB United Community Banks Inc Hold Oct 26, 2026 $37.12 $36.92 −0.5% +0.6% −1.1 pts Replaced by Sell Oct 27, 2026
UBSI United Bankshares Inc Sell Oct 26, 2026 $48.92 $48.83 −0.2% −1.5% +1.3 pts Open, 8 days
TRLV Trulieve Cannabis Corp. Buy Oct 26, 2026 $10.82 $10.78 −0.4% +0.6% −0.9 pts Replaced by Buy Oct 27, 2026
TNET Trinet Group, Inc. Hold Oct 26, 2026 $75.23 $60.53 −19.5% +0.5% −20.1 pts Replaced by Buy Oct 29, 2026
TNC Tennant Co Sell Oct 26, 2026 $65.60 $72.02 +9.8% −1.5% +11.2 pts Open, 8 days
TITN Titan Machinery Inc. Hold Oct 26, 2026 $23.07 $23.86 +3.4% −1.3% +4.7 pts Replaced by Hold Oct 30, 2026
TILE Interface Inc Hold Oct 26, 2026 $36.45 $38.33 +5.2% −1.5% +6.6 pts Open, 8 days
THRM Gentherm Inc Sell Oct 26, 2026 $28.59 $31.32 +9.5% +0.6% +9.0 pts Replaced by Hold Oct 27, 2026
TDW Tidewater Inc Hold Oct 26, 2026 $84.49 $84.42 −0.1% +0.6% −0.6 pts Replaced by Buy Oct 27, 2026
TDOC Teladoc Health, Inc. Buy Oct 26, 2026 $6.24 $8.84 +41.7% −1.5% +43.1 pts Open, 8 days
SYM Symbotic Inc. Buy Oct 26, 2026 $37.90 $38.08 +0.5% +0.6% −0.1 pts Replaced by Buy Oct 27, 2026
STRA Strategic Education, Inc. Buy Oct 26, 2026 $81.19 $72.57 −10.6% −1.5% −9.2 pts Open, 8 days
STGW Stagwell Inc Hold Oct 26, 2026 $8.68 $9.66 +11.3% +0.5% +10.8 pts Replaced by Hold Oct 29, 2026
STC Stewart Information Services Corp Buy Oct 26, 2026 $42.96 $45.60 +6.1% −1.5% +7.6 pts Open, 8 days
SSRM SSR Mining Inc. Buy Oct 26, 2026 $28.38 $26.60 −6.3% −1.5% −4.8 pts Open, 8 days
SONO Sonos Inc Sell Oct 26, 2026 $17.59 $15.88 −9.7% −1.5% −8.3 pts Open, 8 days
SNEX Stonex Group Inc. Buy Oct 26, 2026 $55.75 $56.36 +1.1% +0.5% +0.6 pts Replaced by Hold Oct 29, 2026
SLVM Sylvamo Corp Hold Oct 26, 2026 $32.62 $33.01 +1.2% −1.5% +2.7 pts Open, 8 days
SKY Champion Homes, Inc. Hold Oct 26, 2026 $79.25 $88.36 +11.5% −1.5% +12.9 pts Open, 8 days
SJM The J.M. Smucker Company Hold Oct 26, 2026 $128.64 $130.34 +1.3% −1.3% +2.6 pts Replaced by Sell Oct 30, 2026
SHOO Steven Madden, LTD. Buy Oct 26, 2026 $42.76 $43.79 +2.4% −1.5% +3.9 pts Open, 8 days
SHOE Shoe Station Group Inc Buy Oct 26, 2026 $14.06 $14.27 +1.5% −1.5% +3.0 pts Open, 8 days
SGU Star Group, L.p. Buy Oct 26, 2026 $13.00 $12.92 −0.6% −1.5% +0.8 pts Open, 8 days
SFD Smithfield Foods Inc Buy Oct 26, 2026 $18.31 $18.27 −0.2% −1.5% +1.2 pts Open, 8 days
SBH Sally Beauty Holdings, Inc. Buy Oct 26, 2026 $17.43 $18.11 +3.9% −1.5% +5.4 pts Open, 8 days
SAM Boston Beer Co Inc Buy Oct 26, 2026 $201.48 $219.59 +9.0% −1.7% +10.7 pts Replaced by Hold Nov 2, 2026
SAH Sonic Automotive Inc Buy Oct 26, 2026 $61.26 $62.85 +2.6% +0.5% +2.1 pts Replaced by Buy Oct 29, 2026
RVLV Revolve Group, Inc. Sell Oct 26, 2026 $22.01 $21.88 −0.6% −1.5% +0.9 pts Open, 8 days
RUSHA Rush Enterprises Inc \tx\ Hold Oct 26, 2026 $45.36 $45.00 −0.8% +0.6% −1.4 pts Replaced by Hold Oct 27, 2026
RS Reliance, Inc. Sell Oct 26, 2026 $421.87 $430.81 +2.1% +0.6% +1.6 pts Replaced by Hold Oct 27, 2026
RNG Ringcentral, Inc. Sell Oct 26, 2026 $86.31 $83.52 −3.2% +0.5% −3.8 pts Replaced by Hold Oct 29, 2026
RMBS Rambus Inc Hold Oct 26, 2026 $90.32 $84.65 −6.3% −1.3% −5.0 pts Replaced by Buy Oct 30, 2026
RJF Raymond James Financial Hold Oct 26, 2026 $158.07 $157.42 −0.4% +0.9% −1.3 pts Replaced by Buy Oct 28, 2026
RGA Reinsurance Group Of America Inc Hold Oct 26, 2026 $265.15 $265.76 +0.2% −1.5% +1.7 pts Open, 8 days
RES RPC Inc Buy Oct 26, 2026 $6.38 $6.39 +0.2% +0.5% −0.3 pts Replaced by Hold Oct 29, 2026
RELY Remitly Global, Inc. Hold Oct 26, 2026 $24.57 $24.27 −1.2% +0.6% −1.8 pts Replaced by Buy Oct 27, 2026
REG Regency Centers Hold Oct 26, 2026 $73.67 $73.19 −0.7% +0.9% −1.6 pts Replaced by Buy Oct 28, 2026
PUMP Propetro Holding Corp. Sell Oct 26, 2026 $7.33 $7.48 +2.0% +0.6% +1.5 pts Replaced by Hold Oct 27, 2026
PTON Peloton Interactive, Inc. Sell Oct 26, 2026 $5.25 $5.28 +0.6% −1.5% +2.0 pts Open, 8 days
PTEN Patterson UTI Energy Inc Hold Oct 26, 2026 $12.25 $12.14 −0.9% −1.7% +0.9 pts Replaced by Buy Nov 2, 2026
PTCT PTC Therapeutics, Inc. Sell Oct 26, 2026 $61.07 $64.44 +5.5% +0.5% +5.0 pts Replaced by Sell Oct 29, 2026
PSMT Pricesmart Inc Sell Oct 26, 2026 $173.11 $173.11 0.0% 0.0% 0.0 pts Replaced by Sell Oct 26, 2026
PSMT Pricesmart Inc Sell Oct 26, 2026 $173.11 $164.72 −4.8% −1.5% −3.4 pts Open, 8 days
PRVA Privia Health Group, Inc. Sell Oct 26, 2026 $22.16 $21.99 −0.8% +0.6% −1.3 pts Replaced by Sell Oct 27, 2026
POR Portland General Electric Co Hold Oct 26, 2026 $44.12 $44.27 +0.3% +0.9% −0.6 pts Replaced by Hold Oct 28, 2026
PM Philip Morris International Sell Oct 26, 2026 $201.87 $206.94 +2.5% −1.5% +4.0 pts Open, 8 days
PHIN Phinia Inc. Buy Oct 26, 2026 $57.16 $60.83 +6.4% +0.5% +5.9 pts Replaced by Hold Oct 29, 2026
PGNY Progyny, Inc. Sell Oct 26, 2026 $28.13 $29.20 +3.8% −1.5% +5.3 pts Open, 8 days
PFS Provident Financial Services Inc Hold Oct 26, 2026 $23.22 $23.39 +0.7% −1.5% +2.2 pts Open, 8 days
PENN Penn Entertainment, Inc. Hold Oct 26, 2026 $14.90 $17.03 +14.3% −1.5% +15.8 pts Open, 8 days
PBI Pitney Bowes Inc Hold Oct 26, 2026 $17.26 $17.27 +0.1% +0.6% −0.5 pts Replaced by Sell Oct 27, 2026

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.