The earnings or the value of these companies move with interest rates. Lower or higher rates change the cost of loans, the demand for homes and the price people pay for steady income. Central bank decisions are dated events that test the view.
This is information, not advice (see the disclaimer).
Deep below intrinsic value · Analysts: Leaning bullish
The market doubts that FIS can grow faster with the debt it took on to buy TSYS, so growth must return toward five percent and debt must fall over the next four to eight quarters for the gap to close.
Next checkpoint: Full-year 2026 results and 2027 outlook (Feb 4, 2027 (estimate))
Far below intrinsic value · Analysts: Leaning bullish
The farm machinery cycle is at a low point and farm incomes are weak, so the gap closes slowly as farmers buy machines again in 2027 and 2028.
Next checkpoint: Full-year 2026 results and 2027 outlook (Feb 9, 2027 (estimate))
Far below intrinsic value · Analysts: Leaning bullish
The market doubts that Carrier can keep its margins as input costs and tariffs rise, and stable margins with a record backlog that turns into sales in 2027 can close the gap.
Next checkpoint: Q4 2026 earnings and 2027 guidance (Jan 29, 2027 (estimate))
Far below intrinsic value · Analysts: Very bullish
The market fears new competition for T-Mobile US and discounts the holding structure, so years of steady US growth and buy-backs must come for the gap to close.
Next checkpoint: Full-year 2026 results and 2027 guidance (Feb 25, 2027)
Far below intrinsic value · Analysts: Leaning bullish
The market prices Invitation Homes for slow rent growth and new limits on institutional owners of single-family homes, and better new lease rents with rules that leave its homes unchanged can close the gap.
Next checkpoint: Q4 2026 results and the 2027 guidance (Jan 28, 2027 (estimate))
Far below intrinsic value · Analysts: Mixed
The market fears that strict Oregon rules will make the large investment plan of PGE hard to fund, and a changed holding company order with approval of the Washington purchase can close the gap.
Next checkpoint: OPUC response on the holding company conditions (Q4 2026 (estimate))
Far below intrinsic value · Analysts: Mixed
The market prices Realty Income as a bond-like stock that suffers from high interest rates, and lower rates with steady growth in AFFO per share over the next four to eight quarters can close the gap.
Next checkpoint: 2027 AFFO per share guidance (Feb 2, 2027 (estimate))
Well below intrinsic value · Analysts: Leaning bullish
The market prices BXP for weak office demand and high debt, and rising occupancy with planned asset sales and new leases at 343 Madison over several years can close the gap.
Next checkpoint: Full-year 2026 report and 2027 guidance (Jan 27, 2027 (estimate))
Well below intrinsic value · Analysts: Mixed
Investors doubt that CarMax's new CEO can grow sales without lower profit per car, and steady volume, cost cuts and stable loan losses over four to six quarters can close the gap.
Next checkpoint: Q3 fiscal 2027 results: volume and profit per car (Dec 17, 2026)
Well below intrinsic value · Analysts: Bullish
Investors fear that client cash and client loyalty can move away from Schwab, and steady interest margin and asset growth over the next two to three quarters can close the gap.
Next checkpoint: Charley AI assistant rollout and advisor AI tools (Q4 2026 (estimate))
Well below intrinsic value · Analysts: Bullish
The market prices DTE for a costly building plan paid partly with new shares, and a fair Michigan rate order in early 2027 with more data center contracts can close the gap.
Next checkpoint: A further data center agreement (Dec 2026 (estimate))
Well below intrinsic value · Analysts: Bearish
Investors cannot measure Edison's Eaton Fire liability after California failed to pass wildfire reform, so settled claims and a new law in 2027 must come for the gap to close.
Next checkpoint: Eaton Fire compensation program: claim deadline (Nov 30, 2026)
Well below intrinsic value · Analysts: Bullish
The market prices Federal Realty for retail tenant risk and higher interest costs, and record leasing that lifts occupancy and FFO growth in 2027 can close the gap.
Next checkpoint: Q4 2026 results: 2027 guidance and FFO growth (Jan 30, 2027 (estimate))
Well below intrinsic value · Analysts: Leaning bullish
High rates make cars hard to afford and cut Group 1's profit per car, and stable profits with lower leverage after the Hennessy purchase over the next four to six quarters can close the gap.
Next checkpoint: Q4 2026 results: first quarter with Hennessy and leverage (Jan 28, 2027 (estimate))
Well below intrinsic value · Analysts: Leaning bullish
The market prices Healthpeak for empty lab space and weak biotech demand, and a steady rise in lab occupancy with stable outpatient medical income over two to three years can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Feb 2, 2027 (estimate))
Well below intrinsic value · Analysts: Bullish
Investors fear that AI tools will take client cash and advisors from LPL, and steady organic growth with a Commonwealth conversion in Q4 2026 that keeps most assets can close the gap.
Next checkpoint: Commonwealth conversion (Q4 2026)
Well below intrinsic value · Analysts: Mixed
Weak home HVAC margins, price competition and two cuts to the 2026 EPS guidance hold Lennox back, and a recovery in home margins with steady commercial growth over four to six quarters can close the gap.
Next checkpoint: Q4 2026 results and 2027 guidance (Jan 28, 2027 (estimate))
Well below intrinsic value · Analysts: Leaning bullish
The market prices National Grid for the cost of its large investment plan and the risk of lower allowed returns, and EPS growth on guidance with stable ratings over the next three to five quarters can close the gap.
Next checkpoint: Full-year 2026/27 results: first year of the new plan (May 13, 2027 (estimate))
Well below intrinsic value · Analysts: Bullish
The market doubts that Oracle can fund its AI data centers and earn a return on them, and steady cloud growth with no new capital raises before positive free cash flow in fiscal 2028 can close the gap.
Next checkpoint: Q2 fiscal 2027 results: cloud growth and capital spending (Dec 10, 2026 (estimate))
Well below intrinsic value · Analysts: Bullish
PayPay is a new listing that SoftBank controls and it cut its point rewards, so steady user growth and the raised profit guidance must hold over the next year to close the gap.
Next checkpoint: Q3 results: full-year guidance (Feb 3, 2027 (estimate))
Well below intrinsic value · Analysts: Leaning bullish
A sudden pool channel stock cut, a CFO exit and a debt-funded Taco deal broke trust in Pentair, so a Pool recovery in the 2027 season can close the gap.
Next checkpoint: Q4 2026 results and 2027 outlook (Jan 27, 2027 (estimate))
Well below intrinsic value · Analysts: Leaning bullish
The market prices SBA for US lease churn and high debt costs, and US leasing growth after the churn ends in 2026 can close the gap slowly over 2027 and 2028.
Next checkpoint: FY 2026 results and 2027 outlook (Feb 2, 2027 (estimate))
Well below intrinsic value · Analysts: Mixed
The market prices Watsco for lower margins after the 2025 price increases, and stable margins with growing volume over the next four to six quarters can close the gap.
Next checkpoint: Q4 2026 results and first Granite Group quarter (Jan 27, 2027 (estimate))
Well below intrinsic value · Analysts: Mixed
The market prices Westlake for weak chemical prices and slow homebuilding, and the profit improvement plan with stable PVC and polyethylene margins can close the gap over several years.
Next checkpoint: Q4 2026 earnings: PEM profit and the improvement plan (Feb 4, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices AGCO for a long farm equipment downturn after it cut its 2026 outlook, and a recovery in farm demand with lower dealer inventories in 2027 can close the gap.
Next checkpoint: Q4 2026 earnings: 2027 outlook (Jan 29, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market doubts that AT&T can grow cash flow while satellite and wireless rivals push in and its debt stays high, and steady free cash flow with lower debt can close the gap slowly.
Next checkpoint: Q4 2026 results and 2027 guidance (Jan 27, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices Ally for the risk of higher auto loan losses and its modest capital, and stable credit with rising returns over three to five quarters can close the gap.
Next checkpoint: Q4 2026 results and the 2027 outlook (Jan 20, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices AEP for the cost of a $100 billion building plan paid partly with new shares, and earnings growth in line with its new guidance as data centers come online can close the gap.
Next checkpoint: Full-year 2026 results and the funding plan (Jan 28, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices American Tower for slow US tower growth after the loss of DISH and for its debt, and a pickup in US carrier spending with steady data center growth can close the gap over three to five quarters.
Next checkpoint: Q4 2026 earnings and 2027 outlook: US organic growth (Jan 27, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Americold for flat cold storage demand and high debt, and lower leverage after the EQT deal with a return to same store growth over the next four to six quarters can close the gap.
Next checkpoint: Lancaster wind-down ends (Dec 31, 2026)
Below intrinsic value · Analysts: Bullish
The market prices AutoNation for falling vehicle sales and profits, and the gap closes slowly only if unit sales stabilize while After-Sales and AutoNation Finance keep growing.
Next checkpoint: Q4 2026 earnings: AutoNation Finance and leverage (Jan 30, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Bradesco for Brazil risk after the election and for rising delinquency, and steady profit growth with a return on equity well above Brazilian rates can close the gap over two to three years.
Next checkpoint: 4Q26 results and 2027 guidance (Feb 5, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
Low-yield bonds bought when rates were low hold back Bank of America's returns, and growing net interest income with ROTCE near its target in 2027 can close the gap.
Next checkpoint: Q4 2026 results and 2027 outlook (Jan 14, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
Investors fear that private credit losses and capped BCRED withdrawals will slow Blackstone's growth, and steady inflows with falling repurchase requests can close the gap.
Next checkpoint: BCRED Q4 2026 repurchase requests (Dec 2026 (estimate))
Below intrinsic value · Analysts: Leaning bullish
Investors fear private credit losses and irregular carry, and steady fee growth, inflows and fund exits toward the 2028 targets can close the gap over 2027 and 2028.
Next checkpoint: Full-year 2026 results: progress to 2028 targets (Feb 5, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Enbridge for high debt and new shares to pay for acquisitions, and steady growth in cash flow per share as its projects enter service can close the gap over several years.
Next checkpoint: Tallgrass and Salt Creek purchases close (Q4 2026 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices Equity LifeStyle for slow RV demand and higher interest rates, and steady growth in home site rents with a recovery in RV rents can close the gap over several years.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 20, 2027 (estimate))
Below intrinsic value · Analysts: Mixed
The market prices Essex for slow rents in Southern California and doubt about Bay Area demand, and steady rent growth with low new supply in 2027 can close the gap over four to six quarters.
Next checkpoint: Q4 2026 results: 2027 guidance (Jan 27, 2027 (estimate))
Below intrinsic value · Analysts: Mixed
The market prices Eversource for a lower FERC return and hard rate cases in Connecticut, and a fair CL&P decision in mid-2027 with steady earnings growth can close the gap.
Next checkpoint: FERC decision on a new transmission return on equity (Dec 2026 (estimate))
Below intrinsic value · Analysts: Mixed
The market prices Graco for slow organic growth and lower margins from costs and acquisitions, and orders that turn into sales with a recovering margin over the next four to six quarters can close the gap.
Next checkpoint: Q4 2026 results: organic growth and margins (Jan 25, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices HSBC for its dependence on Hong Kong and China and on interest rates, and returns that stay at its targets through 2028 with a CET1 ratio back in its range can close the gap.
Next checkpoint: Basel 3.1 start: CET1 benefit (Jan 1, 2027)
Below intrinsic value · Analysts: Bullish
The market prices KKR for the risk of private credit losses and slower fundraising, and steady fee growth, low credit losses, stronger fundraising and more asset sales can close the gap over four to eight quarters.
Next checkpoint: Q4 2026 results, the USI sale and fundraising (Feb 9, 2027 (estimate))
Below intrinsic value · Analysts: Mixed
The market prices Kilroy for low occupancy and high debt in West Coast offices, and only higher occupancy, new leases at Kilroy Oyster Point and stable debt over two to three years can close the gap.
Next checkpoint: Q4 2026 results and 2027 guidance (Jan 22, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Kimco like other shopping center REITs, for high interest rates and tenant risk, and steady occupancy with FFO growth in 2027 can close the gap if long-term rates stop rising.
Next checkpoint: Q4 2026 results and the 2027 guidance (Jan 29, 2027 (estimate))
Below intrinsic value · Analysts: Bearish
The market prices Lennar for low margins from large incentives in a weak housing market, and lower mortgage rates with rising margins over two to three years can close the gap.
Next checkpoint: Q4 2026 earnings: gross margin (Dec 16, 2026 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices Lithia Motors for lower profit per vehicle and higher debt, and growth in used vehicles, aftersales and finance income with falling leverage can close the gap over several years.
Next checkpoint: Q4 2026 results: earnings and leverage (Feb 10, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices NatWest for its dependence on the UK economy and on UK interest rates, and results on guidance with a new buyback over the next three to five quarters can close the gap.
Next checkpoint: Full-year 2026 results: share buyback (Jan 30, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices Nu Holdings for Brazil risk, credit risk and the cost of expansion, and rising profit with stable delinquency over the next four to six quarters can close the gap.
Next checkpoint: Q3 2026 results: profit and credit quality (Nov 12, 2026 (estimate))
Below intrinsic value · Analysts: Mixed
The market prices Park for its debt and slow city hotel markets, and steady group demand with lower debt after the 2026 refinancing over the next four to six quarters can close the gap.
Next checkpoint: Q4 2026 results and the 2027 outlook (Feb 4, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market doubts that Prologis can grow per-share earnings with high rates and the SEGRO deal, and steady rent growth, a smooth SEGRO close and new data center leases can close the gap within two years.
Next checkpoint: Q4 2026 results and 2027 guidance (Jan 20, 2027 (estimate))
Below intrinsic value · Analysts: Very bullish
The market fears that Chinese rules will cut the Hong Kong and Mainland sales of Prudential, and double-digit growth in 2026 with steady visitor demand can close most of the gap.
Next checkpoint: Full-year 2026 results (Mar 18, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Raymond James for the risk to income on client cash and to fees when markets fall, and steady growth in client assets and client cash can close the gap over three to five quarters.
Next checkpoint: Fiscal Q1 2027 results: margins (Jan 28, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Regency Centers like other REITs that move with long-term interest rates, and steady NOI growth near record occupancy with stable rates can close the gap.
Next checkpoint: 2027 guidance (Feb 5, 2027 (estimate))
Below intrinsic value · Analysts: Mixed
The market prices Regions for the hit to book value from higher rates and slow loan and deposit growth, and a stable margin with strong credit and rising book value can close the gap.
Next checkpoint: Q4 2026 results: margin and credit (Jan 19, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
Investors doubt that the jump in AI-related bond ratings will last, and renewed Ratings growth in 2027, steady Indices growth and a good Capital IQ review result can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 27, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices Sempra for California wildfire risk and the cost of a $65 billion building plan, and a closed KKR sale with steady utility growth over three to six quarters can close the gap.
Next checkpoint: KKR sale closes (Nov 19, 2026 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices Sun Communities for weak RV results, past losses and high interest rates, and steady manufactured housing growth with good use of the UK sale proceeds can close the gap.
Next checkpoint: 2026 results and the 2027 guidance (Jan 26, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Synchrony for the risk of higher card loan losses and its dependence on a few large partners, and stable credit with faster loan growth over three to five quarters can close the gap.
Next checkpoint: Q4 2026 results and the 2027 outlook (Jan 20, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices TIM Brasil for the risks of Brazil and a new controlling shareholder, and steady service growth with high payouts can close the gap slowly over one to two years.
Next checkpoint: 2026 results, the 2027 plan and the shareholder payout (Feb 9, 2027 (estimate))
Below intrinsic value · Analysts: Mixed
The market prices Telefônica Brasil for Brazilian currency and rate risk and a controlling owner, and net income growth with full payouts after 2026 can close the gap slowly.
Next checkpoint: Q3 2026 results: lower depreciation (Nov 10, 2026)
Below intrinsic value · Analysts: Leaning bullish
The market fears TransDigm's high and costlier debt while acquisitions dilute margins, and a strong fiscal 2027 outlook with rising margins over two to four quarters can close the gap.
Next checkpoint: Fiscal Q4 2026 results and fiscal 2027 outlook (Nov 10, 2026)
Below intrinsic value · Analysts: Bullish
Rising rates enlarge the bank's bond losses and slow its buybacks, and a margin that keeps rising through 2027 with buybacks restarted can close the gap.
Next checkpoint: Q4 2026 results and 2027 outlook (Jan 15, 2027 (estimate))
Below intrinsic value · Analysts: Leaning bullish
The market prices Vivmark for slow rent growth and the risk of the AvalonBay and Equity Residential merger, and synergies on plan with better rent growth in 2027 can close the gap.
Next checkpoint: 2027 guidance: synergies and rent growth (Feb 4, 2027 (estimate))
Below intrinsic value · Analysts: Bullish
The market prices West Fraser for weak housing demand and trade barriers on Canadian wood, and a housing recovery over 2027 and 2028 with lower costs after mill curtailments can close the gap slowly.
Next checkpoint: Q4 2026 results and 2027 targets (Jan 28, 2027 (estimate))
Below intrinsic value · Analysts: Very bullish
Weak Macau results, high debt and a delayed UAE resort hold the price down, so much of the gap will probably not close before the resort opens in September 2027.
Next checkpoint: Macau December 2026 gaming revenue report (Jan 1, 2027 (estimate))
Close to intrinsic value · Analysts: Mixed
Weak US water heater demand and rising costs hold the stock down after the China sale, and price increases that hold with stable volumes over the next two to four quarters can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance without China (Jan 29, 2027 (estimate))
Close to intrinsic value (AI estimate) · Analysts: Very bullish
The market prices AXA for slow growth and a soft commercial insurance market, and EPS growth on the new plan with a steady payout through 2027 can close the gap to the AI estimate.
Next checkpoint: Full-year 2026 results (Feb 25, 2027)
Close to intrinsic value · Analysts: Leaning bullish
The market prices Acuity for flat lighting sales and lower lighting margins, and steady lighting volume with fast growth in Intelligent Spaces through fiscal 2027 can close the gap.
Next checkpoint: Q1 fiscal 2027 earnings: lighting volume (Jan 7, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
Investors doubt that Allegion can grow margins in a slow construction market, and higher margins with volume growth over the next two to four quarters can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 22, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Alliant Energy for the new shares and debt that its larger data center building plan needs, and 2027 earnings within guidance with fair Iowa decisions in 2027 can close the gap.
Next checkpoint: Q4 2026 earnings: 2027 guidance (Jan 29, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Amrize for higher energy costs, a cut to its 2026 guidance and many changes of finance leaders, and better price against cost with no more guidance cuts over four to six quarters can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 28, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market fears losses and withdrawals in private credit and a squeeze on Athene's spread, and steady fee growth with stable spread earnings over the next four quarters can close the gap.
Next checkpoint: Full-year 2026 report and 2027 targets (Feb 3, 2027 (estimate))
Close to intrinsic value · Analysts: Mixed
The market prices Atmos as a safe gas utility that must keep issuing shares and debt, and steady EPS growth under its new five-year plan with fair rate outcomes in Texas can close the gap.
Next checkpoint: Fiscal Q1 2027 earnings: rate outcomes (Feb 4, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
US tariffs now take a large part of BRP's profit, and the gap closes only as mitigation or a change in US trade policy restores its margins over several years.
Next checkpoint: Q3 fiscal 2027 results: tariff cost and retail sales (Dec 3, 2026 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market doubts that Santander can keep higher returns with Latin American risk and two large purchases, and 2026 targets met with RoTE rising toward the 2028 target can close the gap.
Next checkpoint: Full-year 2026 results and capital (Jan 28, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Barclays for a volatile investment bank and a history of low returns, and higher returns on the way to the 2028 targets with large capital returns can close the gap within two years.
Next checkpoint: Full year 2026 results: return and capital returns (Feb 9, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
Investors fear that higher rates will cut asset prices and that private credit stress will slow the HPS growth plan, and steady flows with falling HLEND requests can close the gap.
Next checkpoint: HLEND Q4 2026 repurchase requests (Q4 2026 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Brunswick for weak boat demand from cautious buyers and high rates, and a recovery in retail demand with steady engine and parts sales in 2027 can close the gap.
Next checkpoint: Full-year 2026 report and 2027 outlook (Jan 29, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market fears that CME Group's record trading volume falls when markets calm down, and steady volume with growing market data revenue through 2027 can close the gap.
Next checkpoint: Q4 2026 results and annual variable dividend (Feb 3, 2027 (estimate))
Close to intrinsic value · Analysts: Very bullish
The market prices CRH for slower US construction, cost inflation and the debt of the Arcosa purchase, and growth in 2027 with Arcosa synergies and lower leverage can close the gap.
Next checkpoint: FY 2026 results and 2027 guidance (Jan 29, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market doubts that Capital One can keep high returns with card rate caps under debate and two deals to integrate, and stable credit with Discover synergies and steady buybacks can close the gap within two years.
Next checkpoint: Q4 2026 results: credit and buybacks (Jan 21, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices CenterPoint for the cost of a large building plan and Houston storm risk, and timely cost recovery with new large-load connections over the next four to six quarters can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 27, 2027 (estimate))
Close to intrinsic value · Analysts: Bearish
The market prices Choice Hotels for flat US hotel demand and a change of CEO, and a return to US room growth with steady fees over the next four to six quarters can close the gap.
Next checkpoint: Q4 2026 results and 2027 outlook (Feb 2, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market doubts that Citigroup can earn returns above its cost of equity, and returns in its target range for 2027 with lower expenses and steady buybacks can close the gap.
Next checkpoint: Q4 2026 results: returns and 2027 outlook (Jan 14, 2027)
Close to intrinsic value · Analysts: Bullish
The market prices Cushman & Wakefield for cyclical deal revenue, high debt and losses in its Greystone venture, and steady leasing growth with lower debt through 2027 can close the gap.
Next checkpoint: Full-year 2026 results: EPS growth and cash flow (Feb 4, 2027 (estimate))
Close to intrinsic value · Analysts: Mixed
Dominion now trades as a fixed share of NextEra plus deal risk, so the gap closes only if NextEra shares rise or the merger fails and Dominion is valued on its own again.
Next checkpoint: Virginia SCC decision on the merger (Jan 11, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Duke Energy for a very large building plan paid with debt and new shares, and fair North Carolina rate orders with steady earnings growth through 2027 can close the gap.
Next checkpoint: North Carolina rate case orders (Nov 2026 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices Equifax for its dependence on a slow mortgage market and for its debt, and steady growth with higher free cash flow through 2027 can close the gap.
Next checkpoint: Círculo de Crédito purchase closes (Q4 2026 (estimate))
Close to intrinsic value · Analysts: Bullish
The market doubts that the large Equinix build program will earn returns like its existing data centers, and steady AFFO per share growth through 2029 can close the gap slowly.
Next checkpoint: Q4 2026 results and 2027 guidance (Feb 10, 2027 (estimate))
Close to intrinsic value · Analysts: Mixed
The market prices Exelon for political pressure on utility bills and the new shares it must sell, and fair rate decisions with earnings growth near the top of its range can close the gap.
Next checkpoint: Q4 2026 results: 2027 guidance and updated capital plan (Jan 30, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Extra Space for a slow recovery in storage demand while few people move, and same-store revenue growth that keeps rising into 2027 under the new CEO can close the gap.
Next checkpoint: Q4 2026 results and 2027 guidance: first outlook under the new CEO (Jan 27, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The housing regulator now prices FICO and the cheaper VantageScore the same, and the gap closes only if mortgage score revenue holds up as lenders choose over the next several years.
Next checkpoint: Fiscal Q1 2027 results: first full quarter of the single pricing grid (Feb 4, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
A weak housing market and a new leadership team hold Fortune Brands down, so sales must grow again and margins must rise without one-time tariff and tax gains for the gap to close.
Next checkpoint: Fiberon sale closes (Dec 2026 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market fears that weak pool spending and tariffs will stop Hayward's price-led growth, and stable volume and margins over the next three to four quarters can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 28, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices Huntington for lower earnings growth after it cut its 2027 target because of high deposit costs, and a stable margin with the full Cadence cost savings can close the gap over three to five quarters.
Next checkpoint: Q4 2026 results and the 2027 outlook (Jan 22, 2027 (estimate))
Close to intrinsic value · Analysts: Very bullish
The market prices IDACORP for the new shares that fund its large building plan and for wildfire risk, and EPS within guidance with timely rate increases can close the small gap within a year.
Next checkpoint: Q4 2026 results and the 2027 guidance (Jan 29, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market doubts that ING can keep high returns as interest rates and markets change, and income and capital return on its 2027 outlook can close the gap.
Next checkpoint: Q4 2026 results (Jan 28, 2027)
Close to intrinsic value · Analysts: Bullish
The market doubts that Interactive Brokers can keep its profit growth if rates fall and trading slows, and fast account growth with a steady pretax margin can close the gap within about a year.
Next checkpoint: Q4 2026 results: accounts and net interest income (Jan 19, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
Investors price ICE partly as a mortgage company while mortgage rates rise, and growing exchange revenue, mortgage revenue that holds up and a smooth MarketAxess deal over the next four to six quarters can close the gap.
Next checkpoint: Q4 2026 earnings: mortgage technology and 2027 outlook (Feb 4, 2027)
Close to intrinsic value · Analysts: Leaning bullish
Investors pay a premium for JPMorgan's high and steady returns, and returns that stay high when trading slows and credit losses rise can earn it.
Next checkpoint: Q4 2026 results and 2027 guidance (Jan 14, 2027)
Close to intrinsic value · Analysts: Very bullish
Investors doubt the AZEK deal and fear weak US housing while James Hardie carries more debt, and steady growth with lower leverage by September 2027 can close the gap.
Next checkpoint: Q3 fiscal 2027 results: the weaker second half (Feb 5, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices KeyCorp for a low net interest margin and doubts about its return targets, and a margin at its year-end target, a return that holds and stable credit can close the gap over three to five quarters.
Next checkpoint: Q4 2026 results and the 2027 outlook (Jan 20, 2027)
Close to intrinsic value · Analysts: Bullish
High mortgage rates keep home sales and large DIY projects low, so the gap closes slowly as sales, Pro growth and debt reduction improve with the housing market.
Next checkpoint: Q3 2026 results: comparable sales and transactions (Nov 19, 2026 (estimate))
Close to intrinsic value · Analysts: Mixed
The market prices MGE Energy as a small utility that issues new shares in a time of high interest rates, and the approved 2027 rate increases with steady rate base growth can close the gap.
Next checkpoint: 2027 Fuel Cost Plan decision (Dec 2026 (estimate))
Close to intrinsic value (AI estimate) · Analysts: Bullish
The market expects Marex to keep most of its record 2026 profit, so the price holds only if profit grows in quarters of normal volatility and the control weaknesses are fixed.
Next checkpoint: Q4 2026 results and the 2027 growth target (Feb 5, 2027 (estimate))
Close to intrinsic value · Analysts: Mixed
Masco's North American sales grew again in Q3 2026 with help from higher prices, but demand stays weak, so sales and volumes must keep growing in 2027 for the gap to close.
Next checkpoint: Full-year 2026 results and 2027 outlook (Jan 28, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
Fewer US customers visit McDonald's and the fix costs money now, so US guest counts must turn positive in 2027 for the gap to close.
Next checkpoint: Full-year 2026 results and 2027 outlook (Feb 4, 2027 (estimate))
Close to intrinsic value · Analysts: Very bullish
Investors doubt that MUFG can keep its high returns when Japanese rate rises slow, and profit on target with steady buybacks through the new plan in 2027 can close the gap.
Next checkpoint: First half results: profit against the target (Nov 13, 2026)
Close to intrinsic value · Analysts: Very bullish
Investors doubt that Mizuho can keep its higher returns when Japanese rate rises slow, and profit on target with steady buybacks through fiscal 2026 can close the gap.
Next checkpoint: First half fiscal 2026 results (Nov 13, 2026 (estimate))
Close to intrinsic value · Analysts: Bullish
Investors fear that AI will hurt Moody's data business and that debt issuance has peaked, and steady MA growth with healthy rating revenue in the next reports can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 21, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market doubts that Morgan Stanley's high returns last when trading and deals slow, and returns that stay near its goal through 2027 can close the gap.
Next checkpoint: Q4 2026 results: returns and wealth flows (Jan 15, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices NextEra Energy for the cost and approval risk of its Dominion Energy deal, and approvals without large new conditions and steady EPS growth over the next four to six quarters can close the gap.
Next checkpoint: FPL signs its first large-load contract (Dec 2026 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices NiSource for the cost of its large investment plan and the risk of its data center contracts, and results in line with guidance over the next two to four quarters can close the gap.
Next checkpoint: 2026 results: EPS guidance met (Jan 28, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices PNC for rate risk and weaker commercial credit after the FirstBank purchase, and a higher margin with stable loan losses over the next two to four quarters can close the gap.
Next checkpoint: Q4 2026 earnings: margin and credit (Jan 15, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market doubts that PPL can turn data center demand into investment with a fair return, and signed supply deals with a Kentucky generation filing by early 2027 can close the gap.
Next checkpoint: Invitium Energy supply agreement (Dec 2026 (estimate))
Close to intrinsic value · Analysts: Mixed
The market prices Polaris as an indebted maker of vehicles that people buy with cheap credit, and only steady profit without tariff refunds and lower debt over two to three years can close the gap.
Next checkpoint: Full-year 2026 results and 2027 guidance (Jan 27, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
Investors fear that the pool-building boom is over, but steady maintenance demand and a smooth CEO change over the next two to four quarters can close the gap.
Next checkpoint: Full-year 2026 results and first 2027 outlook from new CEO (Jan 22, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices PSEG for political pressure on New Jersey power bills, and steady guidance with a fair result from the state utility review in 2027 can close the gap.
Next checkpoint: Mandatory RTO membership: transmission return adder (Jan 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Public Storage for weak same store rents, and stronger rent growth in 2027 with gains from the NSA purchase over the next four to six quarters can close the gap.
Next checkpoint: Q4 2026 results and the 2027 outlook (Jan 26, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Simon like other REITs that move with interest rates and doubts its new CEO, and steady NOI growth with stable rates and disciplined leadership can close the gap.
Next checkpoint: 2027 guidance under the new CEO (Feb 5, 2027 (estimate))
Close to intrinsic value (AI estimate) · Analysts: Leaning bullish
Tokio Marine trades close to the AI estimate because investors pay for growth abroad but doubt profit in Japan, and steady buybacks with rising returns can keep it there.
Next checkpoint: First-half fiscal 2026 results (Nov 19, 2026 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
Investors fear slower growth as volatility falls and lower credit fees as ICE buys MarketAxess, and steady revenue growth with stable credit fees over four to six quarters can close the gap.
Next checkpoint: Full-year 2026 results and 2027 expense guidance (Jan 29, 2027 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices TransUnion for changes in US mortgage credit scoring, the credit cycle and its debt, and steady organic growth with lower leverage over three to five quarters can close the gap.
Next checkpoint: 2026 results and the 2027 guidance (Jan 27, 2027 (estimate))
Close to intrinsic value · Analysts: Mixed
The market prices Truist for returns below its best peers and the uncertainty of a new CEO's review, and higher returns after the loan sales over four to six quarters can close the gap.
Next checkpoint: LightStream sale closes (Q4 2026 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices UBS for much higher Swiss capital rules, and a softer rule from Parliament with the integration targets met at the end of 2026 can close the gap.
Next checkpoint: National Council debate on foreign subsidiaries (Dec 2026 (estimate))
Close to intrinsic value · Analysts: Bullish
The market prices Ventas for the risk that senior housing growth slows and that new shares dilute it, and continued fast SHOP growth with accretive investments can close the gap.
Next checkpoint: Q4 2026 earnings and 2027 guidance (Jan 27, 2027 (estimate))
Close to intrinsic value · Analysts: Leaning bullish
The market prices Verizon for slow growth and high debt, and faster service revenue growth with strong free cash flow in 2027 can close the gap.
Next checkpoint: Q4 2026 results and 2027 guidance (Jan 26, 2027 (estimate))
Close to intrinsic value · Analysts: Mixed
The market prices WEC for a record capital plan that depends on a few data center customers, and fair rate orders in late 2026 with data center load on plan can close the gap.
Next checkpoint: Wisconsin and Illinois rate orders (Dec 2026 (estimate))
Close to intrinsic value · Analysts: Bullish
Rising rates and a lower margin on new growth hold Wells Fargo back, and higher net interest income with steady returns and buybacks over three to five quarters can close the gap.
Next checkpoint: Q4 2026 results and 2027 outlook (Jan 13, 2027 (estimate))
Pricey · Analysts: Leaning bullish
Few homes change owners and large projects stay weak, so Home Depot must show positive transactions and steady margins in the next two to four quarters for the gap to close.
Next checkpoint: Q3 fiscal 2026 results: comparable sales and margin (Nov 17, 2026)
Pricey (AI estimate) · Analysts: Very bullish
SMFG trades at a premium to the AI estimate because investors pay for higher rates in Japan and a plan to raise returns, and profit that grows toward ¥2 trillion with low credit costs can earn it.
Next checkpoint: First-half fiscal 2026 results (Nov 13, 2026)
Pricey · Analysts: Bullish
Investors pay a premium for Welltower's fast growth in seniors housing cash flow, and high occupancy gains with good returns on its large acquisitions over several years can earn it.
Next checkpoint: Q4 2026 results and 2027 guidance (Feb 9, 2027 (estimate))
Far above intrinsic value · Analysts: Bullish
Investors pay a premium for Agnico Eagle's low-risk mines and net cash at a near-record gold price, and only a high gold price with projects on time and costs in guidance can earn it.
Next checkpoint: Q4 2026 results and 2027 guidance (Feb 11, 2027 (estimate))
Far above intrinsic value · Analysts: Bullish
The market prices Ameren for a costly building plan paid partly with new shares, and a fair Missouri rate order by May 2027 with new data center demand from late 2027 can close the gap.
Next checkpoint: Q4 2026 earnings: 2027 guidance (Feb 5, 2027 (estimate))
Far above intrinsic value · Analysts: Leaning bullish
Investors pay a premium for BNY's fast rise in returns, and only fee growth with stable net interest income when rates fall can earn it.
Next checkpoint: Q4 2026 results and 2027 outlook (Jan 15, 2027 (estimate))
Far above intrinsic value · Analysts: Leaning bullish
Investors pay a premium for Berkshire's safety and its large cash balance, and only years of good use of that cash by Greg Abel, as interest income falls, can earn it.
Next checkpoint: Full-year 2026 results and annual letter (Feb 27, 2027 (estimate))
Far above intrinsic value · Analysts: Leaning bullish
Investors pay a premium for CIBC's fast rise in returns, and only returns that hold when markets slow and credit losses rise can earn it.
Next checkpoint: Q4 fiscal 2026 results (Dec 3, 2026)
Far above intrinsic value · Analysts: Bullish
Investors pay a premium for Deere's recovery from the bottom of the farm cycle and for its precision technology, and higher large farm sales and earnings from fiscal 2027 can earn it.
Next checkpoint: Fiscal 2026 results and fiscal 2027 outlook (Nov 25, 2026 (estimate))
Far above intrinsic value (AI estimate) · Analysts: Very bullish
HDFC Bank trades at a premium to the AI estimate because investors pay for its long growth record, and higher returns with no new governance problems under its new leaders can earn it.
Next checkpoint: Q3 fiscal 2027 results: profit growth and margin (Jan 16, 2027 (estimate))
Far above intrinsic value (AI estimate) · Analysts: Very bullish
ICICI Bank trades at a premium to the AI estimate because investors pay for its high returns and fast loan growth, and a steady margin with few bad loans can earn it.
Next checkpoint: Q3 fiscal 2027 results: margin and asset quality (Jan 16, 2027 (estimate))
Far above intrinsic value · Analysts: Very bullish
Newmont trades at a premium because investors pay for high gold prices and large buybacks, and a gold price that stays high with costs under control in 2027 can earn it.
Next checkpoint: Q4 2026 results and 2027 guidance (Feb 18, 2027 (estimate))
Far above intrinsic value · Analysts: Bullish
Investors pay a premium for RBC's high and steady returns in Canada, and only returns that hold when markets slow and credit losses rise can earn it.
Next checkpoint: Q4 fiscal 2026 results and fiscal 2027 objectives (Dec 3, 2026)
Far above intrinsic value · Analysts: Leaning bullish
Investors pay a premium for TD's fast recovery in returns after its money laundering failures in the United States, and only returns that hold when markets slow and the remediation there ends can earn it.
Next checkpoint: Q4 fiscal 2026 results and fiscal 2027 targets (Dec 3, 2026 (estimate))
Far above intrinsic value · Analysts: Leaning bullish
A large outbreak at Taco Bell and higher rates hold the price down, and positive Taco Bell US sales growth by Q1 2027 can close the gap.
Next checkpoint: Q4 2026 results: Taco Bell US sales trend (Feb 3, 2027 (estimate))
No intrinsic value · Analysts: Bullish
The market finds the multi-layer structure hard to value and higher rates lower its listed holdings, so the gap to plan value can close only in part, if earnings keep growing and rates stop rising.
Next checkpoint: BN Q3 2026 results: distributable earnings and carry (Nov 12, 2026)
Pass rate counts thesis checkpoints that came true. It is not an investment return. Past results do not predict future results.
Every result is on the checkpoints page.
Picks gives general opinions about stocks, including a "Top pick" label. They are not tailored to your needs, goals or risk tolerance. Kevin is not a registered adviser and relies on the general-advice exemption in Canadian securities law (NI 31-103 s.8.25). Do your own research, or ask a registered adviser. Kevin may hold any stock on this site. Read the Disclaimer.