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
DAR Darling Ingredients Inc. Hold Oct 22, 2026 $55.64 $53.49 −3.9% −1.3% −2.6 pts Open, 12 days
DAL Delta Air Lines Hold Oct 22, 2026 $79.26 $83.07 +4.8% −1.3% +6.1 pts Open, 12 days
D Dominion Energy Sell Oct 22, 2026 $65.40 $66.96 +2.4% −1.3% +3.7 pts Open, 12 days
CRM Salesforce Hold Oct 22, 2026 $250.29 $247.61 −1.1% +0.2% −1.3 pts Replaced by Buy Oct 26, 2026
COLB Columbia Banking System, Inc. Hold Oct 22, 2026 $29.89 $30.99 +3.7% −1.3% +5.0 pts Open, 12 days
CARG Cargurus, Inc. Hold Oct 22, 2026 $32.73 $31.52 −3.7% −0.5% −3.2 pts Replaced by Buy Oct 23, 2026
BWA Borgwarner Inc Buy Oct 22, 2026 $55.46 $52.64 −5.1% −1.3% −3.8 pts Open, 12 days
BAH Booz Allen Hamilton Holding Corp Hold Oct 22, 2026 $78.57 $86.22 +9.7% −1.3% +11.0 pts Open, 12 days
AYI Acuity Inc. (de) Buy Oct 22, 2026 $317.23 $323.37 +1.9% +0.7% +1.2 pts Replaced by Hold Oct 27, 2026
ARES Ares Management Sell Oct 22, 2026 $123.70 $121.85 −1.5% +0.2% −1.7 pts Replaced by Hold Oct 26, 2026
APPF Appfolio Inc Hold Oct 22, 2026 $217.33 $216.26 −0.5% −1.3% +0.8 pts Open, 12 days
ALLE Allegion Hold Oct 22, 2026 $176.52 $189.12 +7.1% −1.3% +8.4 pts Open, 12 days
AIG American International Group Buy Oct 22, 2026 $83.03 $81.90 −1.4% −1.1% −0.3 pts Replaced by Hold Oct 30, 2026
ZTS Zoetis Hold Oct 20, 2026 $79.67 $80.04 +0.5% 0.0% +0.5 pts Replaced by Hold Oct 20, 2026
ZTS Zoetis Hold Oct 20, 2026 $80.04 $82.73 +3.4% −1.9% +5.3 pts Open, 14 days
ZM Zoom Communications, Inc. Sell Oct 20, 2026 $97.46 $97.46 0.0% 0.0% 0.0 pts Replaced by Hold Oct 20, 2026
ZM Zoom Communications, Inc. Hold Oct 20, 2026 $97.46 $95.77 −1.7% −1.2% −0.6 pts Replaced by Hold Oct 23, 2026
ZION Zions Bancorporation, National Association Buy Oct 20, 2026 $64.59 $66.19 +2.5% 0.0% +2.4 pts Replaced by Hold Oct 29, 2026
ZBRA Zebra Technologies Sell Oct 20, 2026 $381.76 $384.08 +0.6% 0.0% +0.6 pts Replaced by Hold Oct 20, 2026
ZBRA Zebra Technologies Hold Oct 20, 2026 $384.08 $384.08 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
ZBRA Zebra Technologies Sell Oct 20, 2026 $384.08 $330.83 −13.9% −2.2% −11.7 pts Replaced by Hold Nov 3, 2026
ZBH Zimmer Biomet Hold Oct 20, 2026 $95.49 $95.36 −0.1% 0.0% −0.1 pts Replaced by Buy Oct 20, 2026
ZBH Zimmer Biomet Buy Oct 20, 2026 $95.36 $96.00 +0.7% 0.0% +0.7 pts Replaced by Hold Oct 20, 2026
ZBH Zimmer Biomet Hold Oct 20, 2026 $96.00 $96.59 +0.6% −1.9% +2.5 pts Open, 14 days
YUM Yum! Brands Hold Oct 20, 2026 $151.60 $151.60 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
YUM Yum! Brands Sell Oct 20, 2026 $151.60 $158.12 +4.3% −1.9% +6.2 pts Open, 14 days
YETI Yeti Holdings, Inc. Hold Oct 20, 2026 $42.34 $43.66 +3.1% −1.7% +4.9 pts Replaced by Hold Oct 30, 2026
XYZ Block, Inc. Sell Oct 20, 2026 $78.13 $76.24 −2.4% −1.9% −0.5 pts Open, 14 days
XYL Xylem Inc. Sell Oct 20, 2026 $104.20 $104.08 −0.1% 0.0% −0.1 pts Replaced by Hold Oct 20, 2026
XYL Xylem Inc. Hold Oct 20, 2026 $104.08 $105.02 +0.9% 0.0% +0.9 pts Replaced by Sell Oct 20, 2026
XYL Xylem Inc. Sell Oct 20, 2026 $105.02 $98.47 −6.2% +0.1% −6.3 pts Replaced by Hold Oct 27, 2026
XOM ExxonMobil Sell Oct 20, 2026 $176.75 $177.86 +0.6% 0.0% +0.6 pts Replaced by Hold Oct 20, 2026
XOM ExxonMobil Hold Oct 20, 2026 $177.86 $183.21 +3.0% −1.2% +4.2 pts Replaced by Sell Oct 23, 2026
XEL Xcel Energy Hold Oct 20, 2026 $76.68 $78.16 +1.9% +0.1% +1.9 pts Replaced by Sell Oct 27, 2026
WYY Widepoint Corp Hold Oct 20, 2026 $6.07 $6.05 −0.2% 0.0% −0.2 pts Replaced by Sell Oct 20, 2026
WYY Widepoint Corp Sell Oct 20, 2026 $6.05 $6.02 −0.6% 0.0% −0.6 pts Replaced by Sell Oct 20, 2026
WYY Widepoint Corp Sell Oct 20, 2026 $6.02 $7.15 +18.8% −1.9% +20.7 pts Open, 14 days
WWD Woodward, Inc. Sell Oct 20, 2026 $323.30 $330.74 +2.3% −1.9% +4.2 pts Open, 14 days
WTW Willis Towers Watson Sell Oct 20, 2026 $317.99 $318.72 +0.2% 0.0% +0.2 pts Replaced by Sell Oct 20, 2026
WTW Willis Towers Watson Sell Oct 20, 2026 $318.72 $316.47 −0.7% 0.0% −0.7 pts Replaced by Sell Oct 29, 2026
WTS Watts Water Technologies Inc Hold Oct 20, 2026 $356.69 $354.51 −0.6% −1.9% +1.3 pts Open, 14 days
WTRG Essential Utilities, Inc. Hold Oct 20, 2026 $40.90 $40.98 +0.2% 0.0% +0.2 pts Replaced by Buy Oct 20, 2026
WTRG Essential Utilities, Inc. Buy Oct 20, 2026 $40.98 $43.30 +5.7% −0.7% +6.3 pts Replaced by Hold Oct 22, 2026
WTFC Wintrust Financial Corp Hold Oct 20, 2026 $146.28 $157.05 +7.4% −1.9% +9.3 pts Open, 14 days
WST West Pharmaceutical Services Sell Oct 20, 2026 $386.33 $413.34 +7.0% −1.9% +8.9 pts Open, 14 days
WSO Watsco Inc Hold Oct 20, 2026 $300.81 $327.04 +8.7% −0.7% +9.4 pts Replaced by Sell Oct 22, 2026
WSM Williams-Sonoma, Inc. Sell Oct 20, 2026 $253.04 $253.99 +0.4% 0.0% +0.4 pts Replaced by Sell Oct 20, 2026
WSM Williams-Sonoma, Inc. Sell Oct 20, 2026 $253.99 $254.38 +0.2% −1.9% +2.1 pts Open, 14 days
WSC Willscot Holdings Corp Buy Oct 20, 2026 $16.30 $16.25 −0.3% 0.0% −0.3 pts Replaced by Buy Oct 20, 2026
WMT Walmart Sell Oct 20, 2026 $118.32 $125.52 +6.1% −1.9% +8.0 pts Open, 14 days
WMS Advanced Drainage Systems, Inc. Hold Oct 20, 2026 $128.91 $136.95 +6.2% −1.9% +8.2 pts Open, 14 days
WMB Williams Companies Sell Oct 20, 2026 $70.78 $70.32 −0.6% 0.0% −0.6 pts Replaced by Sell Oct 20, 2026
WM Waste Management Sell Oct 20, 2026 $229.38 $231.80 +1.1% 0.0% +1.1 pts Replaced by Sell Oct 20, 2026
WM Waste Management Sell Oct 20, 2026 $231.80 $231.73 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
WM Waste Management Sell Oct 20, 2026 $231.73 $234.50 +1.2% −1.9% +3.1 pts Open, 14 days
WLK Westlake Corp Sell Oct 20, 2026 $62.70 $62.69 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
WLK Westlake Corp Sell Oct 20, 2026 $62.69 $69.91 +11.5% −1.9% +13.4 pts Open, 14 days
WING Wingstop Inc. Sell Oct 20, 2026 $131.25 $130.31 −0.7% 0.0% −0.7 pts Replaced by Sell Oct 20, 2026
WING Wingstop Inc. Sell Oct 20, 2026 $130.31 $160.67 +23.3% −1.9% +25.2 pts Open, 14 days
WFRD Weatherford International Plc Hold Oct 20, 2026 $79.04 $86.85 +9.9% −1.2% +11.1 pts Replaced by Hold Oct 23, 2026
WFC Wells Fargo Hold Oct 20, 2026 $82.18 $82.66 +0.6% +0.1% +0.5 pts Replaced by Sell Oct 27, 2026
WEX WEX Inc. Sell Oct 20, 2026 $184.76 $185.07 +0.2% 0.0% +0.2 pts Replaced by Sell Oct 20, 2026
WEX WEX Inc. Sell Oct 20, 2026 $185.07 $185.12 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
WEX WEX Inc. Sell Oct 20, 2026 $185.12 $183.05 −1.1% 0.0% −1.2 pts Replaced by Sell Oct 29, 2026
WEC WEC Energy Group Hold Oct 20, 2026 $108.75 $108.75 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
WEC WEC Energy Group Sell Oct 20, 2026 $108.75 $115.66 +6.4% −1.9% +8.3 pts Open, 14 days
WDC Western Digital Sell Oct 20, 2026 $364.32 $364.32 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
WDC Western Digital Sell Oct 20, 2026 $364.32 $354.19 −2.8% −0.7% −2.1 pts Replaced by Hold Oct 22, 2026
WDAY Workday, Inc. Sell Oct 20, 2026 $201.62 $203.98 +1.2% 0.0% +1.2 pts Replaced by Sell Oct 20, 2026
WDAY Workday, Inc. Sell Oct 20, 2026 $203.98 $209.99 +2.9% −1.2% +4.1 pts Replaced by Hold Oct 23, 2026
WCC Wesco International Inc Sell Oct 20, 2026 $341.60 $341.66 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
WCC Wesco International Inc Sell Oct 20, 2026 $341.66 $361.46 +5.8% 0.0% +5.8 pts Replaced by Sell Oct 29, 2026
WAY Waystar Holding Corp. Hold Oct 20, 2026 $28.81 $28.81 0.0% 0.0% 0.0 pts Replaced by Hold Oct 20, 2026
WAY Waystar Holding Corp. Hold Oct 20, 2026 $28.81 $28.36 −1.6% −2.2% +0.6 pts Replaced by Hold Nov 2, 2026
WAT Waters Corporation Sell Oct 20, 2026 $442.83 $471.97 +6.6% −1.9% +8.5 pts Open, 14 days
WAB Wabtec Hold Oct 20, 2026 $283.07 $283.43 +0.1% 0.0% +0.1 pts Replaced by Hold Oct 20, 2026
WAB Wabtec Hold Oct 20, 2026 $283.43 $289.78 +2.2% −1.9% +4.2 pts Open, 14 days
VTRS Viatris Hold Oct 20, 2026 $18.41 $18.65 +1.3% 0.0% +1.3 pts Replaced by Hold Oct 20, 2026
VTRS Viatris Hold Oct 20, 2026 $18.65 $18.68 +0.2% −1.9% +2.1 pts Open, 14 days
VST Vistra Corp. Hold Oct 20, 2026 $150.61 $150.39 −0.1% 0.0% −0.1 pts Replaced by Sell Oct 20, 2026
VST Vistra Corp. Sell Oct 20, 2026 $150.39 $150.43 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
VRTX Vertex Pharmaceuticals Sell Oct 20, 2026 $510.87 $538.42 +5.4% −1.9% +7.3 pts Open, 14 days
VRT Vertiv Hold Oct 20, 2026 $205.21 $203.55 −0.8% 0.0% −0.8 pts Replaced by Hold Oct 20, 2026
VRT Vertiv Hold Oct 20, 2026 $203.55 $203.56 0.0% 0.0% 0.0 pts Replaced by Buy Oct 20, 2026
VRT Vertiv Buy Oct 20, 2026 $203.56 $235.41 +15.6% +0.4% +15.2 pts Replaced by Hold Oct 28, 2026
VRSN Verisign Inc Hold Oct 20, 2026 $306.53 $309.82 +1.1% −1.7% +2.8 pts Replaced by Sell Oct 30, 2026
VRSK Verisk Analytics, Inc. Sell Oct 20, 2026 $192.14 $190.87 −0.7% 0.0% −0.7 pts Replaced by Hold Oct 20, 2026
VRSK Verisk Analytics, Inc. Hold Oct 20, 2026 $190.87 $203.33 +6.5% −0.7% +7.2 pts Replaced by Sell Oct 22, 2026
VNT Vontier Corp Hold Oct 20, 2026 $33.83 $36.56 +8.1% −1.9% +10.0 pts Open, 14 days
VMRK Vivmark Residential Hold Oct 20, 2026 $61.90 $63.03 +1.8% −1.2% +3.0 pts Replaced by Buy Oct 23, 2026
VMI Valmont Industries Inc Sell Oct 20, 2026 $445.38 $450.68 +1.2% 0.0% +1.2 pts Replaced by Sell Oct 20, 2026
VMI Valmont Industries Inc Sell Oct 20, 2026 $450.68 $422.10 −6.3% −1.7% −4.6 pts Replaced by Hold Oct 30, 2026
VMC Vulcan Materials Company Sell Oct 20, 2026 $262.73 $261.92 −0.3% 0.0% −0.3 pts Replaced by Sell Oct 20, 2026
VMC Vulcan Materials Company Sell Oct 20, 2026 $261.92 $284.85 +8.8% 0.0% +8.7 pts Replaced by Sell Oct 29, 2026
VLTO Veralto Sell Oct 20, 2026 $101.80 $103.22 +1.4% 0.0% +1.4 pts Replaced by Sell Oct 29, 2026
VLO Valero Energy Sell Oct 20, 2026 $433.17 $426.28 −1.6% −0.7% −0.9 pts Replaced by Sell Oct 22, 2026
VICI Vici Properties Buy Oct 20, 2026 $23.38 $23.52 +0.6% +0.4% +0.2 pts Replaced by Buy Oct 28, 2026
VFC V F Corp Sell Oct 20, 2026 $17.18 $17.46 +1.7% 0.0% +1.7 pts Replaced by Hold Oct 20, 2026
VFC V F Corp Hold Oct 20, 2026 $17.46 $19.43 +11.3% −1.9% +13.2 pts Open, 14 days
VEEV Veeva Systems Inc Sell Oct 20, 2026 $318.67 $323.04 +1.4% −1.2% +2.6 pts Replaced by Hold Oct 23, 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.