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
PBH Prestige Consumer Healthcare Inc. Hold Oct 26, 2026 $48.15 $47.17 −2.0% +0.6% −2.6 pts Replaced by Hold Oct 27, 2026
PB Prosperity Bancshares Inc Hold Oct 26, 2026 $69.74 $73.53 +5.4% −1.5% +6.9 pts Open, 8 days
PAY Paymentus Holdings, Inc. Buy Oct 26, 2026 $32.52 $35.05 +7.8% −1.7% +9.5 pts Replaced by Hold Nov 2, 2026
PATK Patrick Industries Inc Hold Oct 26, 2026 $70.46 $81.03 +15.0% −1.5% +16.5 pts Open, 8 days
PARR PAR Pacific Holdings, Inc. Buy Oct 26, 2026 $83.17 $78.21 −6.0% +0.6% −6.5 pts Replaced by Buy Oct 27, 2026
PACS Pacs Group, Inc. Buy Oct 26, 2026 $48.76 $47.65 −2.3% +0.6% −2.8 pts Replaced by Hold Oct 27, 2026
OXM Oxford Industries Inc Buy Oct 26, 2026 $27.50 $28.33 +3.0% −1.5% +4.5 pts Open, 8 days
OPCH Option Care Health, Inc. Hold Oct 26, 2026 $31.23 $31.67 +1.4% −1.5% +2.9 pts Open, 8 days
ONTO Onto Innovation Inc. Sell Oct 26, 2026 $203.53 $201.57 −1.0% −1.3% +0.3 pts Replaced by Hold Oct 30, 2026
ONB OLD National Bancorp Hold Oct 26, 2026 $25.03 $25.58 +2.2% −1.5% +3.7 pts Open, 8 days
OMCL Omnicell, Inc. Hold Oct 26, 2026 $36.97 $36.20 −2.1% −1.5% −0.6 pts Open, 8 days
OII Oceaneering International Inc Hold Oct 26, 2026 $40.24 $38.45 −4.4% −1.5% −3.0 pts Open, 8 days
O Realty Income Hold Oct 26, 2026 $57.16 $56.23 −1.6% +0.9% −2.5 pts Replaced by Buy Oct 28, 2026
NWN Northwest Natural Holding Co Hold Oct 26, 2026 $49.92 $50.72 +1.6% −1.5% +3.1 pts Open, 8 days
NWE Northwestern Energy Group, Inc. Sell Oct 26, 2026 $78.45 $80.25 +2.3% −1.5% +3.7 pts Open, 8 days
NTNX Nutanix, Inc. Sell Oct 26, 2026 $72.71 $71.65 −1.5% +0.5% −2.0 pts Replaced by Hold Oct 29, 2026
NSP Insperity, Inc. Hold Oct 26, 2026 $53.94 $47.41 −12.1% +0.5% −12.6 pts Replaced by Sell Oct 29, 2026
NSIT Insight Enterprises Inc Hold Oct 26, 2026 $178.72 $167.05 −6.5% −1.5% −5.1 pts Open, 8 days
NPO Enpro Inc. Sell Oct 26, 2026 $272.29 $295.50 +8.5% −1.5% +10.0 pts Open, 8 days
NJR NEW Jersey Resources Corp Hold Oct 26, 2026 $53.19 $53.42 +0.4% −1.3% +1.7 pts Replaced by Sell Oct 30, 2026
NGVC Natural Grocers By Vitamin Cottage, Inc. Hold Oct 26, 2026 $30.96 $28.78 −7.0% −1.5% −5.6 pts Open, 8 days
NBIX Neurocrine Biosciences Inc Buy Oct 26, 2026 $145.87 $146.07 +0.1% −1.7% +1.9 pts Replaced by Buy Nov 2, 2026
NAVI Navient Corp Buy Oct 26, 2026 $8.42 $8.42 0.0% 0.0% 0.0 pts Replaced by Buy Oct 26, 2026
MZTI Marzetti Co Hold Oct 26, 2026 $109.03 $108.56 −0.4% −1.5% +1.0 pts Open, 8 days
MYRG MYR Group Inc. Sell Oct 26, 2026 $260.52 $261.35 +0.3% +0.6% −0.2 pts Replaced by Sell Oct 27, 2026
MWA Mueller Water Products, Inc. Hold Oct 26, 2026 $22.46 $23.83 +6.1% −1.5% +7.6 pts Open, 8 days
MTX Minerals Technologies Inc Hold Oct 26, 2026 $62.34 $62.74 +0.6% −1.3% +1.9 pts Replaced by Hold Oct 30, 2026
MPLX Mplx LP Buy Oct 26, 2026 $58.65 $58.00 −1.1% −1.5% +0.3 pts Open, 8 days
MOG.A Moog Inc. Sell Oct 26, 2026 $358.27 $363.30 +1.4% −1.5% +2.9 pts Open, 8 days
MNRO Monro, Inc. Buy Oct 26, 2026 $13.41 $13.55 +1.0% +0.6% +0.5 pts Replaced by Hold Oct 27, 2026
MMSI Merit Medical Systems Inc Hold Oct 26, 2026 $94.20 $93.18 −1.1% +0.5% −1.6 pts Replaced by Sell Oct 29, 2026
MMS Maximus, Inc. Hold Oct 26, 2026 $63.50 $64.91 +2.2% −1.5% +3.7 pts Open, 8 days
MHO M/i Homes, Inc. Hold Oct 26, 2026 $124.53 $131.36 +5.5% −1.5% +6.9 pts Open, 8 days
MHK Mohawk Industries Inc Buy Oct 26, 2026 $123.35 $124.61 +1.0% +0.6% +0.5 pts Replaced by Hold Oct 27, 2026
MEDP Medpace Holdings, Inc. Buy Oct 26, 2026 $676.77 $685.33 +1.3% +0.9% +0.4 pts Replaced by Hold Oct 28, 2026
MD Pediatrix Medical Group, Inc. Hold Oct 26, 2026 $29.04 $28.66 −1.3% +0.6% −1.9 pts Replaced by Buy Oct 27, 2026
MAA Mid-America Apartment Communities Hold Oct 26, 2026 $119.58 $118.97 −0.5% +0.6% −1.1 pts Replaced by Buy Oct 27, 2026
LZB La-z-boy Inc Buy Oct 26, 2026 $29.62 $31.07 +4.9% −1.5% +6.4 pts Open, 8 days
LRN Stride, Inc. Buy Oct 26, 2026 $78.42 $75.54 −3.7% −1.5% −2.2 pts Open, 8 days
LOGI Logitech International S.a. Hold Oct 26, 2026 $109.89 $94.06 −14.4% −1.5% −12.9 pts Open, 8 days
LNTH Lantheus Holdings, Inc. Hold Oct 26, 2026 $99.92 $100.42 +0.5% −1.5% +2.0 pts Open, 8 days
LII Lennox International Hold Oct 26, 2026 $365.64 $332.64 −9.0% +0.9% −9.9 pts Replaced by Hold Oct 28, 2026
LCII LCI Industries Buy Oct 26, 2026 $87.90 $102.00 +16.0% −1.5% +17.5 pts Open, 8 days
LAUR Laureate Education, Inc. Buy Oct 26, 2026 $38.47 $35.06 −8.9% −1.5% −7.4 pts Open, 8 days
KWR Quaker Chemical Corp Hold Oct 26, 2026 $154.87 $158.08 +2.1% +0.5% +1.6 pts Replaced by Sell Oct 29, 2026
KODK Eastman Kodak Co Buy Oct 26, 2026 $9.34 $8.86 −5.1% −1.5% −3.7 pts Open, 8 days
KMPR Kemper Corp Buy Oct 26, 2026 $29.23 $32.49 +11.2% +0.5% +10.6 pts Replaced by Hold Oct 29, 2026
KIM Kimco Realty Hold Oct 26, 2026 $23.65 $23.40 −1.1% +0.9% −2.0 pts Replaced by Buy Oct 28, 2026
KFY Korn Ferry Hold Oct 26, 2026 $78.85 $77.22 −2.1% +0.6% −2.6 pts Replaced by Buy Oct 27, 2026
KFRC Kforce Inc Sell Oct 26, 2026 $58.42 $57.07 −2.3% +0.9% −3.2 pts Replaced by Sell Oct 28, 2026
KEY KeyCorp Sell Oct 26, 2026 $21.21 $21.12 −0.4% −1.3% +0.8 pts Replaced by Hold Oct 30, 2026
KELYA Kelly Services Inc Buy Oct 26, 2026 $16.58 $16.72 +0.8% −1.5% +2.3 pts Open, 8 days
KE Kimball Electronics, Inc. Buy Oct 26, 2026 $25.14 $27.09 +7.8% −1.5% +9.2 pts Open, 8 days
KBH KB Home Hold Oct 26, 2026 $46.35 $49.11 +6.0% −1.5% +7.4 pts Open, 8 days
KAI Kadant Inc Hold Oct 26, 2026 $264.42 $282.42 +6.8% −1.5% +8.3 pts Open, 8 days
JJSF J&J Snack Foods Corp Hold Oct 26, 2026 $83.02 $85.51 +3.0% −1.5% +4.5 pts Open, 8 days
JBTM JBT Marel Corp Buy Oct 26, 2026 $108.92 $110.62 +1.6% +0.5% +1.0 pts Replaced by Hold Oct 29, 2026
J Jacobs Solutions Buy Oct 26, 2026 $147.14 $155.72 +5.8% −1.5% +7.3 pts Open, 8 days
ITRI Itron, Inc. Sell Oct 26, 2026 $87.73 $86.62 −1.3% +0.6% −1.8 pts Replaced by Hold Oct 27, 2026
IPAR Interparfums Inc Hold Oct 26, 2026 $115.36 $119.04 +3.2% −1.5% +4.6 pts Open, 8 days
IOSP Innospec Inc. Sell Oct 26, 2026 $99.18 $99.39 +0.2% −1.5% +1.7 pts Open, 8 days
INDB Independent Bank Corp Hold Oct 26, 2026 $83.70 $83.83 +0.2% +0.5% −0.4 pts Replaced by Sell Oct 29, 2026
IDT IDT Corp Sell Oct 26, 2026 $81.90 $82.56 +0.8% −1.5% +2.3 pts Open, 8 days
ICFI ICF International, Inc. Hold Oct 26, 2026 $95.54 $94.56 −1.0% +0.6% −1.6 pts Replaced by Buy Oct 27, 2026
IBP Installed Building Products, Inc. Sell Oct 26, 2026 $202.03 $199.32 −1.3% +0.9% −2.2 pts Replaced by Hold Oct 28, 2026
HWKN Hawkins Inc Sell Oct 26, 2026 $135.44 $153.28 +13.2% −1.5% +14.6 pts Open, 8 days
HURN Huron Consulting Group Inc. Hold Oct 26, 2026 $198.48 $193.56 −2.5% −1.5% −1.0 pts Open, 8 days
HUN Huntsman Corp Hold Oct 26, 2026 $8.89 $9.64 +8.4% −1.3% +9.7 pts Replaced by Sell Oct 30, 2026
HQY Healthequity, Inc. Hold Oct 26, 2026 $103.75 $103.50 −0.2% −1.5% +1.2 pts Open, 8 days
HOMB Home Bancshares Inc Hold Oct 26, 2026 $30.07 $30.43 +1.2% −1.5% +2.7 pts Open, 8 days
HNI HNI Corp Hold Oct 26, 2026 $47.70 $47.77 +0.1% +0.6% −0.4 pts Replaced by Hold Oct 27, 2026
HMN Horace Mann Educators Corp Hold Oct 26, 2026 $46.49 $46.35 −0.3% +0.5% −0.8 pts Replaced by Hold Oct 29, 2026
HLMN Hillman Solutions Corp. Sell Oct 26, 2026 $7.24 $8.06 +11.3% −1.7% +13.1 pts Replaced by Sell Nov 3, 2026
HLI Houlihan Lokey, Inc. Sell Oct 26, 2026 $131.21 $144.59 +10.2% −1.5% +11.7 pts Open, 8 days
HEI Heico Corp Hold Oct 26, 2026 $309.71 $339.55 +9.6% −1.5% +11.1 pts Open, 8 days
HCSG Healthcare Services Group Inc Hold Oct 26, 2026 $25.12 $24.36 −3.0% +0.6% −3.6 pts Replaced by Hold Oct 27, 2026
HCC Warrior MET Coal, Inc. Sell Oct 26, 2026 $85.21 $87.23 +2.4% +0.6% +1.8 pts Replaced by Hold Oct 27, 2026
HBAN Huntington Bancshares Hold Oct 26, 2026 $15.73 $15.78 +0.3% −1.3% +1.6 pts Replaced by Buy Oct 30, 2026
HALO Halozyme Therapeutics, Inc. Buy Oct 26, 2026 $128.01 $130.96 +2.3% −1.5% +3.8 pts Open, 8 days
HAE Haemonetics Corp Sell Oct 26, 2026 $119.19 $119.62 +0.4% −1.5% +1.8 pts Open, 8 days
GTX Garrett Motion Inc. Hold Oct 26, 2026 $21.69 $20.91 −3.6% −1.3% −2.3 pts Replaced by Hold Oct 30, 2026
GTM Zoominfo Technologies Inc. Buy Oct 26, 2026 $4.27 $4.11 −3.7% −1.5% −2.3 pts Open, 8 days
GOLF Acushnet Holdings Corp. Sell Oct 26, 2026 $81.77 $87.61 +7.1% −1.5% +8.6 pts Open, 8 days
GIC Global Industrial Co Hold Oct 26, 2026 $44.64 $43.52 −2.5% −1.5% −1.1 pts Open, 8 days
GCO Genesco Inc Buy Oct 26, 2026 $36.35 $37.05 +1.9% −1.5% +3.4 pts Open, 8 days
GBFH Gbank Financial Holdings Inc. Hold Oct 26, 2026 $17.78 $17.38 −2.2% +0.6% −2.8 pts Replaced by Buy Oct 27, 2026
GBCI Glacier Bancorp, Inc. Sell Oct 26, 2026 $49.00 $50.00 +2.0% −1.5% +3.5 pts Open, 8 days
FWRD Forward AIR Corp Buy Oct 26, 2026 $15.08 $18.27 +21.2% −1.5% +22.6 pts Open, 8 days
FULT Fulton Financial Corp Hold Oct 26, 2026 $23.70 $23.96 +1.1% −1.5% +2.6 pts Open, 8 days
FTDR Frontdoor, Inc. Hold Oct 26, 2026 $83.93 $89.15 +6.2% −1.5% +7.7 pts Open, 8 days
FSS Federal Signal Corp Buy Oct 26, 2026 $114.14 $117.89 +3.3% −1.5% +4.7 pts Open, 8 days
FOSL Fossil Group, Inc. Sell Oct 26, 2026 $6.41 $6.79 +5.9% −1.5% +7.3 pts Open, 8 days
FLO Flowers Foods Inc Buy Oct 26, 2026 $6.14 $6.62 +7.7% −1.5% +9.2 pts Open, 8 days
FIZZ National Beverage Corp Hold Oct 26, 2026 $35.82 $35.41 −1.1% −1.5% +0.3 pts Open, 8 days
FIBK First Interstate Bancsystem Inc Hold Oct 26, 2026 $37.68 $37.87 +0.5% +0.5% 0.0 pts Replaced by Sell Oct 29, 2026
FHI Federated Hermes, Inc. Buy Oct 26, 2026 $56.93 $56.93 0.0% 0.0% 0.0 pts Replaced by Hold Oct 26, 2026
FHI Federated Hermes, Inc. Hold Oct 26, 2026 $56.93 $56.60 −0.6% +0.6% −1.1 pts Replaced by Buy Oct 27, 2026
FFBC First Financial Bancorp Hold Oct 26, 2026 $32.67 $32.78 +0.3% −1.5% +1.8 pts Open, 8 days
FELE Franklin Electric Co Inc Hold Oct 26, 2026 $98.61 $97.47 −1.2% +0.9% −2.1 pts Replaced by Hold Oct 28, 2026
EYE National Vision Holdings, Inc. Sell Oct 26, 2026 $17.80 $16.92 −4.9% −1.5% −3.5 pts Open, 8 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.