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
GLRE Greenlight Capital RE, LTD. Buy Nov 2, 2026 $14.83 $15.73 +6.1% +0.3% +5.8 pts Open, 1 days
GEV GE Vernova Hold Nov 2, 2026 $875.18 $907.58 +3.7% +0.3% +3.4 pts Open, 1 days
FOXA Fox Corporation (Class A) Buy Nov 2, 2026 $63.15 $64.71 +2.5% +0.3% +2.2 pts Open, 1 days
FHI Federated Hermes, Inc. Hold Nov 2, 2026 $62.56 $62.48 −0.1% +0.3% −0.4 pts Open, 1 days
FET Forum Energy Technologies, Inc. Buy Nov 2, 2026 $80.66 $77.80 −3.5% +0.3% −3.8 pts Open, 1 days
FEIM Frequency Electronics Inc Sell Nov 2, 2026 $65.78 $68.32 +3.9% +0.3% +3.6 pts Open, 1 days
ESAB ESAB Corp Sell Nov 2, 2026 $75.96 $75.98 0.0% +0.3% −0.3 pts Open, 1 days
EQT EQT Corporation Buy Nov 2, 2026 $54.84 $54.95 +0.2% +0.3% −0.1 pts Open, 1 days
ENVA Enova International, Inc. Hold Nov 2, 2026 $174.96 $175.00 0.0% +0.3% −0.3 pts Open, 1 days
ELV Elevance Health Buy Nov 2, 2026 $413.36 $412.00 −0.3% +0.3% −0.6 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 $10.12 −3.4% +0.3% −3.7 pts Open, 1 days
EL The Estée Lauder Companies Sell Nov 2, 2026 $106.74 $106.02 −0.7% +0.3% −1.0 pts Open, 1 days
EFSI Eagle Financial Services Inc Hold Nov 2, 2026 $45.94 $45.83 −0.3% +0.3% −0.5 pts Open, 1 days
DRS Leonardo DRS, Inc. Hold Nov 2, 2026 $36.91 $37.19 +0.8% +0.3% +0.5 pts Open, 1 days
DOV Dover Corporation Sell Nov 2, 2026 $214.03 $216.00 +0.9% +0.3% +0.6 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 $138.03 −1.2% +0.3% −1.5 pts Open, 1 days
DJCO Daily Journal Corp Buy Nov 2, 2026 $619.68 $619.75 0.0% +0.3% −0.3 pts Open, 1 days
CTS CTS Corp Hold Nov 2, 2026 $62.46 $63.50 +1.7% +0.3% +1.4 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 $3.39 +1.8% 0.0% +1.8 pts Replaced by Hold Nov 3, 2026
CPK Chesapeake Utilities Corp Sell Nov 2, 2026 $137.65 $137.75 +0.1% +0.3% −0.2 pts Open, 1 days
CENT Central Garden & PET Co Buy Nov 2, 2026 $47.07 $46.90 −0.4% +0.3% −0.6 pts Open, 1 days
CARG Cargurus, Inc. Hold Nov 2, 2026 $33.73 $32.78 −2.8% +0.3% −3.1 pts Open, 1 days
C Citigroup Sell Nov 2, 2026 $123.10 $122.74 −0.3% +0.3% −0.6 pts Open, 1 days
BVS Bioventus Inc. Sell Nov 2, 2026 $13.13 $11.08 −15.6% 0.0% −15.6 pts Replaced by Hold Nov 3, 2026
BSX Boston Scientific Hold Nov 2, 2026 $43.91 $43.30 −1.4% +0.3% −1.7 pts Open, 1 days
BLDR Builders Firstsource, Inc. Hold Nov 2, 2026 $67.72 $65.19 −3.7% +0.3% −4.0 pts Open, 1 days
BGC BGC Group, Inc. Sell Nov 2, 2026 $11.39 $11.22 −1.5% +0.3% −1.8 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 $78.66 0.0% +0.3% −0.2 pts Open, 1 days
AYI Acuity Inc. (de) Hold Nov 2, 2026 $331.67 $333.62 +0.6% +0.3% +0.3 pts Open, 1 days
ATMU Atmus Filtration Technologies Inc. Sell Nov 2, 2026 $48.31 $48.21 −0.2% +0.3% −0.5 pts Open, 1 days
ASO Academy Sports & Outdoors, Inc. Hold Nov 2, 2026 $62.07 $60.94 −1.8% 0.0% −1.8 pts Replaced by Buy Nov 3, 2026
ARTNA Artesian Resources Corp Hold Nov 2, 2026 $33.85 $34.02 +0.5% +0.3% +0.2 pts Open, 1 days
ARES Ares Management Sell Nov 2, 2026 $134.67 $129.84 −3.6% +0.3% −3.9 pts Open, 1 days
ALLY Ally Financial Inc. Hold Nov 2, 2026 $38.39 $38.61 +0.6% 0.0% +0.6 pts Replaced by Buy Nov 2, 2026
ALLY Ally Financial Inc. Buy Nov 2, 2026 $38.61 $38.24 −1.0% +0.3% −1.2 pts Open, 1 days
ALC Alcon Inc Sell Nov 2, 2026 $73.88 $72.65 −1.7% 0.0% −1.7 pts Replaced by Hold Nov 3, 2026
AER Aercap Holdings N.V. Sell Nov 2, 2026 $164.63 $163.34 −0.8% 0.0% −0.8 pts Replaced by Hold Nov 2, 2026
AER Aercap Holdings N.V. Hold Nov 2, 2026 $163.34 $163.16 −0.1% +0.3% −0.4 pts Open, 1 days
ZYBT Zhengye Biotechnology Holding Ltd Sell Oct 30, 2026 $1.30 $1.34 +3.1% −0.2% +3.3 pts Open, 4 days
ZTO ZTO Express (cayman) Inc. Buy Oct 30, 2026 $20.15 $20.31 +0.8% −0.2% +1.0 pts Open, 4 days
ZIP Ziprecruiter, Inc. Sell Oct 30, 2026 $4.20 $4.20 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
ZIP Ziprecruiter, Inc. Sell Oct 30, 2026 $4.20 $4.20 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
ZIP Ziprecruiter, Inc. Sell Oct 30, 2026 $4.20 $4.20 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
ZIP Ziprecruiter, Inc. Sell Oct 30, 2026 $4.20 $4.17 −0.8% −0.2% −0.6 pts Open, 4 days
ZGN Ermenegildo Zegna N.V. Buy Oct 30, 2026 $13.49 $13.82 +2.4% −0.2% +2.6 pts Open, 4 days
YMM Full Truck Alliance Co. Ltd. Buy Oct 30, 2026 $8.37 $8.78 +4.8% −0.2% +5.0 pts Open, 4 days
YETI Yeti Holdings, Inc. Hold Oct 30, 2026 $43.66 $44.49 +1.9% −0.2% +2.1 pts Open, 4 days
YALA Yalla Group Ltd Buy Oct 30, 2026 $5.49 $5.52 +0.5% −0.2% +0.7 pts Open, 4 days
WSFS Wsfs Financial Corp Hold Oct 30, 2026 $78.47 $80.16 +2.2% −0.2% +2.4 pts Open, 4 days
WSBF Waterstone Financial, Inc. Hold Oct 30, 2026 $19.55 $19.96 +2.1% −0.2% +2.3 pts Open, 4 days
WPM Wheaton Precious Metals Corp. Hold Oct 30, 2026 $116.58 $118.28 +1.5% −0.2% +1.7 pts Open, 4 days
WK Workiva Inc Sell Oct 30, 2026 $83.61 $82.01 −1.9% −0.2% −1.7 pts Open, 4 days
WIX Wix.com Ltd. Buy Oct 30, 2026 $77.07 $71.35 −7.4% −0.2% −7.2 pts Open, 4 days
WINA Winmark Corp Hold Oct 30, 2026 $285.69 $280.69 −1.7% −0.2% −1.5 pts Open, 4 days
WHD Cactus, Inc. Sell Oct 30, 2026 $65.70 $63.65 −3.1% −0.2% −2.9 pts Open, 4 days
WFC Wells Fargo Hold Oct 30, 2026 $83.88 $85.49 +1.9% −0.2% +2.1 pts Open, 4 days
WDFC WD 40 Co Sell Oct 30, 2026 $222.28 $220.61 −0.8% 0.0% −0.8 pts Replaced by Hold Oct 30, 2026
WDFC WD 40 Co Hold Oct 30, 2026 $220.61 $220.61 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
WDFC WD 40 Co Sell Oct 30, 2026 $220.61 $227.15 +3.0% −0.2% +3.2 pts Open, 4 days
WD Walker & Dunlop, Inc. Buy Oct 30, 2026 $34.79 $35.23 +1.3% −0.2% +1.5 pts Open, 4 days
WCN Waste Connections, Inc. Sell Oct 30, 2026 $184.08 $185.59 +0.8% −0.2% +1.0 pts Open, 4 days
VTSI Virtra, Inc Sell Oct 30, 2026 $2.61 $2.70 +3.5% −0.2% +3.7 pts Open, 4 days
VTMX Vesta Real Estate Corporation, S.a.b. De C.v. Buy Oct 30, 2026 $36.09 $36.11 +0.1% −0.2% +0.3 pts Open, 4 days
VRTS Virtus Investment Partners, Inc. Buy Oct 30, 2026 $118.23 $119.30 +0.9% −0.2% +1.1 pts Open, 4 days
VRT Vertiv Buy Oct 30, 2026 $235.41 $235.44 0.0% −0.2% +0.2 pts Open, 4 days
VRSN Verisign Inc Sell Oct 30, 2026 $309.82 $307.21 −0.8% 0.0% −0.8 pts Replaced by Hold Oct 30, 2026
VRSN Verisign Inc Hold Oct 30, 2026 $307.21 $307.06 0.0% −0.2% +0.1 pts Open, 4 days
VPG Vishay Precision Group, Inc. Sell Oct 30, 2026 $54.55 $55.22 +1.2% −0.2% +1.4 pts Open, 4 days
VMI Valmont Industries Inc Hold Oct 30, 2026 $422.10 $422.10 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
VMI Valmont Industries Inc Sell Oct 30, 2026 $422.10 $435.39 +3.1% −0.2% +3.3 pts Open, 4 days
VIRT Virtu Financial, Inc. Buy Oct 30, 2026 $53.76 $53.93 +0.3% −0.2% +0.5 pts Open, 4 days
VIPS Vipshop Holdings Ltd Buy Oct 30, 2026 $12.88 $13.29 +3.1% −0.2% +3.3 pts Open, 4 days
VINP Vinci Compass Investments Ltd. Hold Oct 30, 2026 $8.80 $8.65 −1.7% −0.2% −1.5 pts Open, 4 days
VERX Vertex, Inc. Sell Oct 30, 2026 $15.32 $15.10 −1.5% −0.2% −1.3 pts Open, 4 days
VEEV Veeva Systems Inc Hold Oct 30, 2026 $312.96 $299.51 −4.3% −0.2% −4.1 pts Open, 4 days
VECO Veeco Instruments Inc Sell Oct 30, 2026 $38.87 $39.11 +0.6% −0.2% +0.8 pts Open, 4 days
VC Visteon Corp Buy Oct 30, 2026 $73.32 $75.75 +3.3% −0.2% +3.5 pts Open, 4 days
UTI Universal Technical Institute Inc Hold Oct 30, 2026 $23.01 $22.64 −1.6% 0.0% −1.6 pts Replaced by Sell Oct 30, 2026
UTI Universal Technical Institute Inc Sell Oct 30, 2026 $22.64 $21.73 −4.0% −0.5% −3.5 pts Replaced by Hold Nov 2, 2026
UTHR United Therapeutics Corp Hold Oct 30, 2026 $598.72 $603.30 +0.8% −0.2% +1.0 pts Open, 4 days
USLM United States Lime & Minerals Inc Hold Oct 30, 2026 $111.61 $121.08 +8.5% −0.5% +9.0 pts Replaced by Sell Nov 2, 2026
USB U.S. Bancorp Hold Oct 30, 2026 $59.45 $60.06 +1.0% −0.2% +1.2 pts Open, 4 days
UPLD Upland Software, Inc. Buy Oct 30, 2026 $3.98 $4.00 +0.5% −0.2% +0.7 pts Open, 4 days
UL Unilever PLC Sell Oct 30, 2026 $65.26 $65.22 −0.1% −0.2% +0.1 pts Open, 4 days
UFPT UFP Technologies Inc Sell Oct 30, 2026 $284.50 $283.96 −0.2% −0.2% 0.0 pts Open, 4 days
UFCS United Fire Group Inc Sell Oct 30, 2026 $56.83 $56.83 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
UCB United Community Banks Inc Sell Oct 30, 2026 $36.73 $37.30 +1.6% −0.2% +1.8 pts Open, 4 days
TYL Tyler Technologies Inc Sell Oct 30, 2026 $390.58 $394.30 +1.0% 0.0% +1.0 pts Replaced by Sell Oct 30, 2026
TYL Tyler Technologies Inc Sell Oct 30, 2026 $394.30 $394.30 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
TYL Tyler Technologies Inc Sell Oct 30, 2026 $394.30 $394.30 0.0% 0.0% 0.0 pts Replaced by Sell Oct 30, 2026
TYL Tyler Technologies Inc Sell Oct 30, 2026 $394.30 $394.70 +0.1% −0.2% +0.3 pts Open, 4 days
TXO TXO Partners, L.p. Buy Oct 30, 2026 $14.03 $13.78 −1.8% −0.5% −1.3 pts Replaced by Hold Nov 2, 2026
TXNM Txnm Energy Inc Sell Oct 30, 2026 $58.38 $58.59 +0.4% −0.2% +0.5 pts Open, 4 days
TWLO Twilio Inc Sell Oct 30, 2026 $205.03 $210.82 +2.8% −0.2% +3.0 pts Open, 4 days
TUYA Tuya Inc. Buy Oct 30, 2026 $1.60 $1.58 −0.9% −0.2% −0.7 pts Open, 4 days
TTAM Titan America SA Sell Oct 30, 2026 $13.87 $14.18 +2.2% −0.2% +2.4 pts Open, 4 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.