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Buy Day today: Neutral (53) Mixed market breadth · no major macro event
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Value & GARP

Benjamin Graham: Defensive Investor

53 Hits
August 3, 2026 last calculated

Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Market filter active: the list shows 53 hits from US

Graham's criteria for the defensive investor ("The Intelligent Investor"), applied to the available dataset: adequate size (market cap ≥ $2B), solid financing (debt ratio ≤ 1), earnings stability (positive earnings per share in every available quarter) and earnings growth (most recent quarter above the oldest), P/E ≤ 15, plus the Graham Number: P/E × P/B ≤ 22.5. The original's dividend criterion is dropped (no dividend history in the dataset); the 10-year history is approximated using the available quarters. Source: fundamental data.

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ADR (Average Daily Range)
The average daily swing of a stock in percent - measured over 10 or 30 trading days (columns "ADR 10D/30D"). An ADR of 5% means: on a normal day the gap between the intraday low and high runs about 5%. Traders look for movement - that is why stocks with an ADR under 1% are filtered out globally. Not to be confused with ADR meaning "American Depositary Receipt" (a US certificate for foreign shares) - here ADR always means the daily swing.
AI Classification
Our company-by-company assessment of the AI boom based on SEC filings (the last four quarterly 10-Q reports and two annual 10-K reports): "Sells AI" (AI is a revenue source), "Threatened" (AI is a concrete business risk), "Uses AI" (operational use), or "Neutral" (no material AI exposure). Every classification requires at least two direct quote citations - otherwise the column shows "-". Not a quality judgment or a buy recommendation; the full file is on the stock page, methodology at /stocks/ai-rating-methodology.
Analysis (Full Company Analysis)
If the Analysis column shows "Read," there is an in-depth TickerGuard company analysis for this stock: business model, scanner findings, quarterly results, evidence from SEC filings, plus opportunities and risks. One click opens it directly.
Avg/Yr 3Y (Average Annual Return)
The stock's average annual return over the past 3 years. Shows at a glance whether a stock delivers over the long run or just had a short hot streak.
Earnings Date
The date of the next quarterly earnings report. Price gaps in either direction are common around this date - that is why we color it red when it is 7 days away or less, and yellow when it is 14 days away or less: elevated risk for fresh positions.
EPS (Earnings per Share)
Quarterly earnings divided by the number of shares outstanding. The most important growth metric: if EPS rises strongly over several quarters, the company is earning more money per share.
Free Cash Flow (FCF)
Operating cash flow minus capital expenditures - the money left over for everything else (debt paydown, acquisitions, or buybacks). Consistently positive free cash flow is one of the most honest signs of a healthy business model.
Funda Rating (Fundamental Rating A+ to F)
Our proprietary fundamental rating from 0 to 100 points with a school-grade rank from A+ to F. 50 points is the average across the universe, 100 the best possible score. Every stock is scored against all others by percentile: growth in earnings and revenue, earnings surprises, analyst estimates, and quality criteria such as margins, cash flow, and balance-sheet strength. Grades: A+ from 95, A from 75, B from 55, C from 45, D from 25, E from 5, F below — A/A+ are the fundamentally strongest stocks in the universe.
Market Capitalization (Mkt Cap)
The market value of the company: share price x total shares outstanding, shown here in billions of dollars. Micro caps (< $0.3B) are small and volatile, mega caps (> $200B) are heavyweights. Our scanner universe is deliberately capped at $50B - we look for stocks with room to run.
Net Margin
How much of revenue is left as profit? Net income divided by revenue, in percent. A 20% margin means: out of every dollar of revenue, 20 cents is left as profit. Rising margins are a strong quality signal.
Operating Cash Flow (OCF)
The cash that actually flows into the company from day-to-day operations - without accounting effects such as depreciation. A company can report book profits while still burning cash; operating cash flow reveals that.
Piotroski F-Score
A balance-sheet health check developed by Joseph Piotroski: 9 yes/no criteria covering earnings, cash flow, leverage, and efficiency produce a score from 0 to 9. Scores of 7 or higher are considered financially very solid, scores under 3 a warning sign.
Sector & Industry
Two levels of industry classification: sector is broad (e.g., Technology), industry is narrow (e.g., Semiconductors). Many strategies watch industry strength, because strong stocks are almost always found in strong industries.
Stage (Weinstein Stages 1-4)
Stan Weinstein divides every price chart into four stages: Stage 1 = basing (sideways after a downtrend), Stage 2 = uptrend (the only buying stage), Stage 3 = topping, Stage 4 = downtrend (avoid, or short candidate). Measured against the 30-week line (150-day moving average) and its slope.
Stress RS (Strength on Stress Days)
A stress day is a day on which both the overall market and the stock's own sector fell at least 0.5%. Stress RS counts on how many of these days the stock still closed green (shown as "g/n" = green days out of n stress days) and turns that into a rating from 1 to 99. High values point to buyers stepping in even on weak days - often a sign of institutional accumulation.

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Benjamin Graham: Defensive Investor
Symbol Earnings Avg/Y 3Y Stress RS Stage Funda Rating Piotroski MktCap Industry AI Rating Deep Dive Deep-Dive Report Sector Price YTD 6 Mo. 1 Year Off High Price Target RS EPS Rating ADR 10D ADR 30D Beta P/E P/E (f) P/S P/B P/FCF PEG EV/EBITDA EBIT Margin Gross Margin Net Margin ROE ROA Debt/Eq Equity Ratio Sales +/Y Growth Score Div. Yield Payout Ratio Altman Z Inst. % Short % Analysts
ARW Arrow Electronics Inc 07/30 +22 % 72 7/25 Stage 2 B 66 7 of 9 11.5 $ Electronics & Computer Distribution Sells AI Technology 216.60 $ +104.6 % +91.0 % +86.7 % −3.5 % +2.5 % 91 90 3.3 % 3.6 % 1.20 14.6 5.0 0.3 1.5 30.6 0.95 10.5 4.2 % 11.3 % 2.2 % 11.3 % 2.5 % 0.53 18.8 % +10.5 % 2 0.0 % 0.0 % 5.5 108.6 % 3.3 % 2.7 (6)
STNG Scorpio Tankers Inc 07/29 +34 % 99 6/10 Stage 2 B 57 7 of 9 3.9 $ Oil & Gas Midstream Uses AI Energy 77.90 $ +62.6 % +39.0 % +77.0 % −13.7 % +23.6 % 83 92 3.9 % 3.4 % -0.25 7.4 6.0 3.8 1.1 8.4 2.46 2.6 49.1 % 73.0 % 67.2 % 15.9 % 8.2 % 0.17 83.7 % -24.6 % 4 2.3 % 16.4 % 13.0 71.0 % 4.8 % 4.7 (9)
LPG Dorian LPG Ltd 08/07 +44 % 98 5/10 Stage 2 B 64 8 of 9 2.1 $ Oil & Gas Midstream Neutral Energy 47.40 $ +74.8 % +53.0 % +84.5 % −23.2 % +7.6 % 83 96 5.2 % 5.0 % 0.78 10.4 5.8 4.3 1.8 10.9 8.3 55.2 % 68.9 % 40.8 % 17.7 % 7.2 % 0.62 60.9 % +36.3 % 6 7.1 % 77.7 % 7.4 70.3 % 7.3 % 4.8 (4)
TNK Teekay Tankers Ltd 07/29 +45 % 93 4/10 Stage 2 B 55 7 of 9 2.7 $ Oil & Gas Midstream Neutral Energy 79.40 $ +50.7 % +24.6 % +92.4 % −16.3 % +12.6 % 82 86 4.8 % 4.0 % -0.25 6.5 5.0 2.7 1.3 19.9 1.10 2.3 43.7 % 50.3 % 51.3 % 21.4 % 12.0 % 0.02 91.6 % -22.6 % 4 1.3 % 12.9 % 20.2 70.5 % 3.9 % 4.3 (6)
VLY Valley National Bancorp 07/23 +40 % 1 0/22 Stage 2 B 61 8 of 9 7.9 $ Banks - Regional Financial Services 14.30 $ +25.2 % +24.9 % +59.9 % −1.1 % +16.6 % 77 79 2.4 % 2.3 % 1.05 12.8 11.2 2.2 1.1 14.3 1.16 0.0 46.4 % 100.0 % 34.5 % 8.6 % 1.1 % 0.39 12.1 % -2.2 % 4 3.1 % 37.6 % 3.6 90.1 % 10.5 % 3.6 (12)
WSFS WSFS Financial Corporation 07/23 +42 % 1 0/22 Stage 2 B 62 6 of 9 4.1 $ Banks - Regional Financial Services 80.20 $ +38.3 % +35.0 % +48.0 % 0 % +8.8 % 75 76 2.0 % 1.9 % 0.76 14.2 9.9 3.0 1.5 14.1 0.98 0.0 44.0 % 100.0 % 29.7 % 11.5 % 1.5 % 0.18 12.3 % -3.1 % 5 1.0 % 12.0 % 94.0 % 6.2 % 3.8 (5)
APA APA Corporation 08/05 +6 % 53 2/10 Stage 2 B 58 5 of 9 13.3 $ Oil & Gas E&P Neutral Energy 37.30 $ +47.8 % +41.5 % +100.2 % −18.6 % +11.6 % 74 72 3.4 % 3.9 % 0.35 8.8 5.7 1.5 2.1 8.9 0.71 3.3 38.5 % 72.3 % 18.3 % 26.2 % 9.6 % 0.75 32.1 % -8.4 % 5 2.7 % 31.1 % 1.5 106.1 % 12.0 % 3.1 (29)
HG Hamilton Insurance Group, Ltd. 08/05 99 12/22 Stage 2 B 61 7 of 9 3.6 $ Insurance - Reinsurance Uses AI Financial Services 36.00 $ +29.6 % +33.8 % +79.1 % 0 % -0.4 % 74 82 2.8 % 2.7 % 0.46 5.7 0.0 1.2 1.3 3.9 0.0 29.1 % 40.5 % 21.7 % 33.7 % 6.0 % 0.05 29.5 % +15.3 % 8 6.6 % 44.5 % 0.8 83.6 % 3.0 % 3.8 (6)
SIRI Sirius XM Holdings Inc. 07/30 -6 % 49 5/24 Stage 2 D 44 5 of 9 10.0 $ Entertainment Uses AI Communication Services 29.60 $ +49.0 % +44.2 % +47.1 % −4.6 % +5.5 % 73 67 2.9 % 3.3 % 0.96 12.5 9.6 1.2 0.9 6.4 1.26 8.6 22.0 % 47.4 % 10.2 % 7.4 % 4.4 % 0.84 42.4 % -1.6 % 4 3.7 % 34.4 % 1.4 44.4 % 18.3 % 3.0 (15)
CATY Cathay General Bancorp 07/28 +38 % 5 1/22 Stage 2 B 57 7 of 9 4.2 $ Banks - Regional Financial Services 63.20 $ +27.6 % +24.9 % +43.7 % −0.6 % +2.5 % 72 72 2.1 % 2.1 % 0.85 13.0 10.1 3.0 1.4 11.7 1.33 0.0 61.5 % 100.0 % 43.7 % 11.4 % 1.4 % 0.05 12.4 % -0.4 % 5 2.3 % 28.1 % -1.7 75.1 % 6.0 % 3.6 (5)
ZION Zions Bancorporation 07/20 +62 % 1 0/22 Stage 2 B 58 8 of 9 10.0 $ Banks - Regional Financial Services 69.70 $ +18.7 % +18.5 % +34.2 % −0.7 % +7.5 % 71 74 2.2 % 2.2 % 0.79 10.8 10.5 2.0 1.4 8.6 4.56 0.0 36.1 % 100.0 % 31.8 % 14.1 % 1.3 % 0.38 8.3 % -1.0 % 6 2.8 % 27.8 % -0.4 81.1 % 5.6 % 3.6 (21)
FULT Fulton Financial Corporation 07/21 +41 % 1 0/22 Stage 2 B 58 7 of 9 4.6 $ Banks - Regional Financial Services 24.30 $ +23.6 % +21.9 % +40.6 % −0.3 % +5.8 % 70 54 2.2 % 2.4 % 0.80 11.6 10.2 2.4 1.4 11.7 1.54 0.0 40.8 % 100.0 % 29.7 % 11.6 % 1.2 % 0.43 10.9 % +5.0 % 6 3.1 % 33.3 % -1.1 78.9 % 5.9 % 3.6 (7)
UMBF UMB Financial Corporation 08/04 +52 % 13 2/22 Stage 2 B 67 5 of 9 10.9 $ Banks - Regional Financial Services 145.70 $ +22.1 % +20.3 % +34.4 % −1.0 % +13.0 % 69 90 3.6 % 2.8 % 0.78 12.9 11.9 1.5 10.4 2.54 0.0 51.0 % 100.0 % 33.5 % 12.1 % 1.3 % 0.52 10.8 % +68.5 % 4 1.4 % 13.6 % 3.4 94.8 % 6.4 % 4.1 (11)
BANC Banc of California, Inc. 07/22 +30 % 5 1/22 Stage 2 B 59 6 of 9 2.9 $ Banks - Regional Financial Services 19.20 $ +7.7 % +5.3 % +35.1 % −2.6 % +16.5 % 68 77 2.3 % 2.3 % 1.14 14.6 12.0 1.6 1.0 11.0 1.12 0.0 39.3 % 100.0 % -3.2 % 7.0 % -0.1 % 0.99 10.2 % -3.3 % 5 2.5 % 33.3 % 3.3 101.2 % 7.4 % 4.1 (11)
WBS Webster Financial Corporation 07/16 +43 % 25 3/22 Stage 2 C 54 5 of 9 12.5 $ Banks - Regional Financial Services 77.30 $ +21.9 % +19.1 % +37.4 % −0.8 % -2.1 % 66 62 0.9 % 1.0 % 1.00 12.7 12.3 3.1 1.4 9.5 1.73 0.0 49.5 % 100.0 % 36.8 % 10.9 % 1.2 % 0.84 11.2 % +6.1 % 6 2.1 % 25.4 % -1.8 92.9 % 0.0 % 3.1 (14)
ABCB Ameris Bancorp 07/27 +59 % 13 2/22 Stage 2 B 59 7 of 9 5.9 $ Banks - Regional Financial Services 87.20 $ +19.3 % +18.6 % +28.9 % −0.8 % +8.0 % 66 70 2.2 % 2.1 % 0.92 13.8 13.0 3.5 1.4 11.7 1.10 0.0 49.4 % 100.0 % 31.8 % 11.0 % 1.4 % 0.33 14.5 % +2.0 % 5 0.9 % 12.6 % -1.2 98.4 % 5.9 % 4.2 (6)
FCF First Commonwealth Financial Corporation 08/04 +25 % 6 1/22 Stage 2 B 57 8 of 9 2.2 $ Banks - Regional Financial Services 21.50 $ +20.4 % +19.7 % +34.6 % −0.1 % +10.9 % 64 62 1.9 % 1.9 % 0.73 14.2 12.3 3.0 1.4 10.7 1.46 0.0 41.9 % 100.0 % 33.2 % 10.5 % 1.4 % 0.13 12.7 % +4.3 % 4 2.6 % 33.7 % 3.9 79.0 % 4.4 % 3.8 (6)
UBSI United Bankshares Inc 07/23 +25 % 1 0/22 Stage 2 B 61 9 of 9 6.7 $ Banks - Regional Financial Services 48.50 $ +20.1 % +17.7 % +41.6 % −0.5 % +3.1 % 63 78 1.8 % 1.9 % 0.73 13.6 13.6 3.6 1.2 12.7 1.95 0.0 52.1 % 100.0 % 41.2 % 9.3 % 1.6 % 0.23 16.3 % +12.3 % 6 3.1 % 41.1 % 4.8 75.4 % 4.4 % 3.2 (6)
SIGI Selective Insurance Group, Inc. 07/22 +1 % 38 4/22 Stage 2 C 53 6 of 9 5.7 $ Insurance - Property & Casualty Uses AI Financial Services 94.80 $ +13.9 % +16.7 % +24.1 % −1.9 % +6.4 % 63 27 2.3 % 2.5 % 0.29 13.2 11.6 1.0 1.7 4.8 0.28 0.0 10.1 % 22.8 % 9.1 % 13.3 % 2.8 % 0.25 23.4 % +9.8 % 5 1.8 % 21.6 % 5.0 87.7 % 3.8 % 3.4 (7)
WTFC Wintrust Financial Corporation 07/20 +47 % 4 1/22 Stage 2 B 59 7 of 9 10.8 $ Banks - Regional Financial Services 159.50 $ +13.4 % +12.4 % +26.6 % −0.9 % +12.9 % 62 65 2.1 % 2.2 % 0.84 13.3 12.7 2.5 1.5 6.4 1.17 0.0 46.3 % 100.0 % 32.6 % 12.3 % 1.3 % 0.59 10.2 % +6.7 % 5 1.4 % 16.9 % -0.2 98.1 % 3.9 % 4.5 (13)
FNB F.N.B. Corp 07/16 +29 % 1 0/22 Stage 2 B 62 8 of 9 6.5 $ Banks - Regional Financial Services 18.90 $ +11.3 % +10.5 % +27.0 % −0.9 % +10.8 % 62 65 2.0 % 2.0 % 0.86 11.7 9.7 2.4 1.0 14.0 1.05 0.0 41.9 % 100.0 % 34.6 % 8.9 % 1.2 % 0.61 13.4 % +4.9 % 6 2.8 % 29.2 % 3.4 89.5 % 11.5 % 4.7 (9)
CUBI Customers Bancorp, Inc. 07/23 +59 % 28 3/22 Stage 2 B 65 6 of 9 2.7 $ Banks - Regional Financial Services 78.70 $ +6.4 % +3.5 % +23.4 % −3.8 % +19.4 % 62 95 2.7 % 2.7 % 1.49 10.1 8.3 1.8 1.2 9.0 1.18 0.0 48.7 % 100.0 % 35.3 % 14.0 % 1.2 % 0.89 8.3 % +3.9 % 5 0.0 % 0.0 % 3.7 102.1 % 10.3 % 3.9 (8)
MTB M&T Bank Corporation 07/15 +40 % 1 0/22 Stage 2 B 55 7 of 9 35.5 $ Banks - Regional Financial Services 246.30 $ +16.4 % +17.0 % +34.4 % −0.9 % +3.9 % 61 68 1.9 % 2.0 % 0.57 13.8 12.9 2.9 1.4 10.9 1.65 0.0 38.9 % 100.0 % 32.1 % 10.3 % 1.4 % 0.98 13.0 % -8.2 % 5 2.4 % 31.6 % 0.3 93.1 % 4.5 % 3.9 (21)
ONB Old National Bancorp 07/28 +36 % 1 0/22 Stage 2 B 60 5 of 9 10.3 $ Banks - Regional Financial Services 26.60 $ +15.6 % +14.0 % +30.1 % −1.1 % +12.1 % 61 73 2.0 % 2.1 % 0.83 13.7 10.1 2.6 1.2 13.7 1.59 0.0 51.3 % 100.0 % 33.3 % 10.1 % 1.2 % 0.92 11.7 % +25.5 % 4 2.2 % 23.3 % -1.2 98.4 % 6.3 % 4.2 (11)
RF Regions Financial Corporation 07/17 +33 % 12 2/22 Stage 2 B 55 7 of 9 26.5 $ Banks - Regional Financial Services 31.00 $ +10.2 % +11.3 % +27.1 % −4.9 % +6.2 % 60 67 2.1 % 2.3 % 1.01 12.9 11.7 2.8 1.5 13.5 1.80 0.0 40.1 % 100.0 % 30.8 % 11.9 % 1.4 % 0.49 11.7 % +2.5 % 3 3.5 % 43.8 % 3.8 86.3 % 8.6 % 3.4 (21)
SPNT Siriuspoint Ltd 08/03 +54 % 40 4/22 Stage 2 B 58 7 of 9 2.8 $ Insurance - Reinsurance Uses AI Financial Services 23.70 $ +8.0 % +5.8 % +20.6 % −5.2 % +16.7 % 60 81 3.0 % 3.0 % 0.60 6.2 9.5 0.9 1.3 10.6 0.0 18.0 % 23.9 % 16.9 % 23.1 % 2.2 % 0.30 18.4 % +22.6 % 6 0.0 % 0.0 % 87.3 % 4.0 % 3.0 (1)
FAF First American Corporation 07/22 +13 % 68 6/22 Stage 2 B 63 6 of 9 7.5 $ Insurance - Specialty Financial Services 75.00 $ +14.9 % +14.0 % +29.1 % −8.5 % +16.9 % 58 82 2.9 % 2.5 % 1.25 11.8 9.4 0.9 1.4 8.6 2.98 0.0 11.1 % 64.0 % 9.3 % 12.8 % 4.1 % 0.48 30.6 % +21.6 % 4 2.9 % 31.0 % 97.9 % 7.5 % 4.3 (4)
NBTB NBT Bancorp Inc 07/27 +22 % 5 1/22 Stage 2 B 60 7 of 9 2.7 $ Banks - Regional Financial Services 52.70 $ +17.8 % +17.1 % +31.6 % −0.5 % +5.9 % 57 70 2.4 % 2.2 % 0.49 15.0 13.4 2.9 1.4 11.5 2.66 0.0 40.6 % 100.0 % 29.6 % 10.5 % 1.3 % 0.08 11.8 % +10.4 % 4 3.0 % 37.0 % 3.8 65.5 % 4.7 % 4.0 (6)
TOL Toll Brothers Inc 08/18 +35 % 42 6/31 Stage 2 C 47 5 of 9 13.7 $ Residential Construction Consumer Cyclical 145.90 $ +12.1 % +18.6 % +24.2 % −3.7 % +15.3 % 56 22 4.2 % 3.7 % 1.33 11.2 10.6 1.2 1.6 11.2 0.98 9.1 15.1 % 25.2 % 11.7 % 15.7 % 7.5 % 0.35 58.3 % +1.1 % 4 0.7 % 7.7 % 12.1 92.6 % 6.4 % 4.1 (19)
TCBI Texas Capital Bancshares, Inc. 07/16 +36 % 4 1/22 Stage 2 B 64 7 of 9 4.3 $ Banks - Regional Financial Services 98.90 $ +12.2 % +9.8 % +18.0 % −4.9 % +10.5 % 56 81 2.4 % 2.4 % 0.67 13.3 13.6 1.3 4.7 1.47 0.0 32.2 % 100.0 % 28.7 % 10.2 % 1.1 % 0.24 10.8 % +13.5 % 7 0.8 % 5.2 % -1.3 107.8 % 13.1 % 3.2 (13)
GRBK Green Brick Partners Inc 07/29 +12 % 21 4/31 Stage 2 D 44 4 of 9 3.0 $ Residential Construction Consumer Cyclical 70.70 $ +19.0 % +26.1 % +14.2 % −3.9 % -12.3 % 56 24 4.0 % 3.2 % 1.79 10.4 10.6 1.5 1.6 27.0 1.15 8.6 18.1 % 30.8 % 14.8 % 17.4 % 10.1 % 0.15 75.9 % -2.8 % 4 0.0 % 0.0 % 15.7 81.5 % 0.0 % 3.0 (3)
ALL The Allstate Corporation 07/29 +43 % 98 11/22 Stage 2 B 68 7 of 9 68.0 $ Insurance - Property & Casualty Uses AI Financial Services 264.10 $ +12.4 % +16.7 % +32.5 % −2.3 % -3.6 % 55 93 2.4 % 2.6 % 0.17 6.0 10.4 1.0 2.3 5.9 3.16 0.0 19.0 % 34.4 % 17.8 % 45.2 % 7.5 % 0.26 25.5 % +4.6 % 5 1.6 % 11.7 % 3.4 85.5 % 0.1 % 3.8 (25)
UCB United Community Banks, Inc. 07/22 +19 % 5 1/22 Stage 2 B 56 6 of 9 4.2 $ Banks - Regional Financial Services 35.40 $ +10.7 % +10.4 % +19.9 % −4.7 % +9.9 % 53 65 2.3 % 2.2 % 0.83 13.2 12.5 2.7 1.2 11.3 1.67 0.0 45.7 % 100.0 % 34.1 % 9.5 % 1.3 % 0.03 13.0 % +3.8 % 5 2.8 % 35.0 % -1.9 88.3 % 4.6 % 4.0 (7)
CDE Coeur Mining Inc 08/05 +164 % 22 3/23 Stage 1 B 74 7 of 9 16.4 $ Gold Basic Materials 14.90 $ -8.4 % -12.7 % +71.8 % −42.4 % +66.7 % 50 95 6.6 % 6.4 % 1.30 12.0 7.2 6.4 1.5 18.0 3.75 11.7 43.1 % 58.6 % 31.2 % 12.2 % 6.7 % 0.08 68.2 % +96.4 % 6 0.3 % 2.1 % 6.0 79.7 % 5.8 % 4.4 (10)
SFD Smithfield Foods, Inc. 08/11 90 6/16 Stage 2 C 49 4 of 9 10.0 $ Packaged Foods Consumer Defensive 26.00 $ +14.5 % +14.0 % +12.9 % −18.1 % +20.8 % 48 57 2.7 % 2.4 % 10.1 10.2 0.6 1.5 12.3 6.8 8.8 % 13.4 % 6.5 % 15.0 % 7.3 % 0.35 57.2 % +9.8 % 5 4.8 % 58.0 % 8.2 12.5 % 12.6 % 4.4 (8)
RGA Reinsurance Group of America, Incorporated 07/30 +20 % 38 4/22 Stage 2 B 60 5 of 9 15.3 $ Insurance - Reinsurance Financial Services 236.90 $ +5.0 % +4.9 % +25.4 % −9.0 % +10.5 % 46 63 2.3 % 2.3 % 0.47 13.3 8.3 0.6 1.2 2.8 1.14 0.0 8.3 % 13.5 % 4.9 % 9.9 % 0.9 % 0.46 8.1 % +3.4 % 4 1.6 % 19.2 % 3.9 103.5 % 1.9 % 3.9 (10)
BANR Banner Corporation 07/15 +24 % 5 1/22 Stage 2 C 49 7 of 9 2.4 $ Banks - Regional Threatened Financial Services 70.40 $ +12.2 % +6.3 % +17.1 % −3.0 % +8.2 % 46 67 2.2 % 2.1 % 0.83 11.4 12.4 2.9 1.2 7.9 1.83 0.0 37.7 % 100.0 % 31.0 % 10.8 % 1.3 % 0.17 11.9 % -1.0 % 5 2.9 % 33.4 % -0.7 94.7 % 8.0 % 4.0 (5)
SSB SouthState Corporation 07/23 +22 % 1 0/22 Stage 2 B 66 8 of 9 10.1 $ Banks - Regional Financial Services 105.10 $ +6.3 % +5.1 % +14.5 % −7.1 % +13.4 % 45 89 2.1 % 2.1 % 0.70 11.3 10.0 1.1 12.9 1.45 0.0 50.3 % 100.0 % 35.5 % 10.6 % 1.4 % 0.15 13.3 % +57.0 % 4 2.5 % 25.4 % 4.3 88.2 % 3.5 % 4.4 (11)
ORI Old Republic International Corp 07/23 +34 % 78 7/22 Stage 1 B 60 6 of 9 10.5 $ Insurance - Property & Casualty Financial Services 43.20 $ -6.1 % -4.3 % +30.2 % −14.4 % +0.7 % 42 73 2.0 % 2.0 % 0.63 11.0 11.4 1.1 1.8 8.2 1.39 0.0 18.0 % 63.9 % 11.7 % 17.3 % 3.1 % 0.27 27.3 % +10.4 % 5 2.9 % 92.9 % 4.5 79.5 % 5.1 % 3.7 (3)
WAL Western Alliance Bancorporation 07/16 +49 % 1 0/22 Stage 1 C 50 4 of 9 8.6 $ Banks - Regional Financial Services 80.50 $ -3.0 % -3.4 % +5.9 % −16.2 % +14.7 % 42 28 2.9 % 2.9 % 1.33 9.4 8.0 2.0 1.2 1.47 0.0 31.8 % 100.0 % 28.2 % 13.0 % 1.1 % 0.90 7.7 % +5.2 % 5 2.1 % 20.5 % -1.0 87.1 % 0.0 % 4.2 (15)
CNA CNA Financial Corporation 08/03 +12 % 55 5/22 Stage 3 B 60 7 of 9 14.2 $ Insurance - Property & Casualty Financial Services 52.50 $ +0.3 % +4.4 % +23.2 % −7.5 % -14.3 % 40 22 2.3 % 2.1 % 0.30 12.1 10.4 1.0 1.3 6.6 0.92 0.0 30.6 % 7.9 % 11.5 % 1.5 % 0.27 +5.1 % 5 3.7 % 53.9 % 1.7 100.1 % 14.7 % 2.0 (1)
HOMB Home BancShares Inc 07/15 +13 % 1 0/22 Stage 3 C 51 8 of 9 6.2 $ Banks - Regional Financial Services 31.10 $ +3.0 % +2.8 % +13.7 % −6.9 % +6.1 % 39 53 2.2 % 2.0 % 0.67 13.1 12.3 4.5 1.5 15.2 3.01 0.0 57.3 % 100.0 % 43.7 % 11.4 % 2.0 % 0.32 18.8 % -5.4 % 5 2.8 % 35.1 % 0.3 75.2 % 6.8 % 3.9 (8)
AGCO AGCO Corporation 07/30 -3 % 48 6/29 Stage 1 B 63 6 of 9 7.4 $ Farm & Heavy Construction Machinery Industrials 102.20 $ +7.1 % +13.8 % -12.5 % −17.3 % +21.8 % 37 94 3.3 % 3.4 % 1.07 9.7 17.0 0.7 1.7 22.4 1.01 8.5 3.9 % 25.3 % 5.1 % 17.5 % 3.5 % 0.03 35.7 % -13.6 % 4 1.2 % 20.0 % 6.6 92.4 % 4.7 % 3.3 (15)
ACGL Arch Capital Group Ltd. 07/28 +12 % 99 12/22 Stage 1 B 56 8 of 9 34.5 $ Insurance - Diversified Uses AI Financial Services 100.50 $ -2.3 % +1.7 % +16.8 % −8.8 % +11.1 % 36 85 2.1 % 2.1 % 0.29 8.0 10.7 1.8 1.6 5.9 1.05 0.0 25.3 % 38.8 % 24.4 % 21.3 % 4.1 % 0.12 29.7 % +14.3 % 6 0.0 % 0.0 % 4.0 94.9 % 3.0 % 3.8 (20)
HIG Hartford Financial Services Group 07/27 +32 % 24 3/22 Stage 1 B 59 9 of 9 38.4 $ Insurance - Diversified Uses AI Financial Services 141.90 $ -3.8 % -3.6 % +16.1 % −9.8 % +5.6 % 33 75 1.9 % 2.1 % 0.47 10.3 10.7 1.3 2.1 6.5 0.12 0.0 15.3 % 37.9 % 14.9 % 22.7 % 3.9 % 0.26 21.9 % +7.1 % 5 1.7 % 16.7 % 5.7 96.0 % 0.0 % 3.7 (19)
ESNT Essent Group Ltd 08/14 +14 % 54 5/22 Stage 1 B 56 5 of 9 6.0 $ Insurance - Specialty Financial Services 66.00 $ -6.9 % -0.3 % +20.4 % −7.8 % +4.1 % 33 57 2.6 % 2.4 % 0.76 9.7 9.1 4.7 1.1 7.3 0.84 0.0 63.7 % 79.1 % 53.6 % 12.1 % 7.3 % 0.09 75.3 % -0.5 % 5 2.1 % 25.9 % 14.5 98.7 % 4.1 % 3.9 (8)
MTG MGIC Investment Corp 07/29 +29 % 25 3/22 Stage 4 C 49 3 of 9 6.3 $ Insurance - Specialty Financial Services 30.00 $ -8.3 % -3.9 % +18.6 % −8.7 % -0.7 % 32 52 2.1 % 2.0 % 0.66 9.7 9.7 5.3 1.3 8.9 0.40 0.0 72.6 % 92.6 % 59.2 % 14.1 % 8.8 % 0.13 78.5 % +0.5 % 5 2.2 % 19.3 % 15.4 103.8 % 6.3 % 3.0 (6)
SKYW SkyWest Inc 07/23 +46 % 3 1/29 Stage 4 B 59 7 of 9 4.2 $ Airlines Neutral Industrials 107.00 $ -6.5 % -4.1 % -7.8 % −20.7 % +17.0 % 30 53 3.2 % 3.5 % 1.46 10.3 9.5 1.0 1.6 9.4 1.66 9.6 12.2 % 30.9 % 9.8 % 16.5 % 5.0 % 0.25 37.2 % +15.0 % 6 0.0 % 0.0 % 5.3 95.4 % 6.7 % 4.2 (5)
AGO Assured Guaranty Ltd 08/06 +18 % 54 5/22 Stage 4 B 55 5 of 9 3.7 $ Insurance - Specialty Financial Services 82.70 $ -12.2 % -10.9 % -0.5 % −16.5 % +10.8 % 26 16 2.0 % 2.1 % 0.74 9.8 12.6 3.9 0.7 10.1 0.33 0.0 24.3 % 93.2 % 51.0 % 7.9 % 1.5 % 0.31 43.9 % -3.2 % 6 1.8 % 19.5 % 5.9 96.4 % 6.5 % 4.0 (4)
AR Antero Resources Corp 07/29 +21 % 78 3/10 Stage 1 B 59 8 of 9 11.2 $ Oil & Gas E&P Energy 36.10 $ +0.2 % +0.7 % +3.5 % −24.6 % +34.3 % 24 89 2.8 % 3.0 % 0.33 11.9 9.9 1.8 1.4 5.8 0.73 6.6 36.5 % 67.2 % 18.8 % 12.8 % 6.6 % 0.59 52.5 % +21.7 % 5 0.0 % 0.0 % 5.1 90.3 % 4.0 % 4.0 (22)
INGR Ingredion Incorporated 08/07 +1 % 25 2/16 Stage 4 D 44 4 of 9 6.3 $ Packaged Foods Consumer Defensive 99.50 $ -9.8 % -12.8 % -22.1 % −30.0 % +21.8 % 18 21 2.3 % 2.5 % 0.61 9.7 9.2 0.9 1.4 8.5 1.24 6.2 11.9 % 24.5 % 9.4 % 16.2 % 7.9 % 0.41 55.8 % -2.8 % 4 3.3 % 43.0 % 9.6 102.8 % 8.1 % 3.7 (7)
MMS Maximus Inc 08/06 -10 % 48 6/29 Stage 4 B 56 8 of 9 3.1 $ Specialty Business Services Industrials 60.30 $ -34.6 % -36.7 % -17.0 % −44.9 % +74.1 % 12 56 3.9 % 3.4 % 0.60 9.0 19.1 0.6 1.9 8.2 2.06 6.4 11.4 % 25.5 % 7.0 % 22.2 % 8.6 % 0.96 40.0 % +2.4 % 5 2.2 % 23.3 % 7.0 110.3 % 10.6 % 4.0 (2)
CTSH Cognizant Technology Solutions Corporation 07/29 -10 % 60 6/25 Stage 4 B 55 6 of 9 26.2 $ Information Technology Services Technology 55.40 $ -50.1 % -54.1 % -21.2 % −55.0 % +13.9 % 6 54 5.6 % 4.7 % 0.86 12.0 9.7 1.2 1.7 10.6 0.88 6.3 15.6 % 33.4 % 10.3 % 14.9 % 10.7 % 0.15 73.5 % +7.0 % 4 2.4 % 23.6 % 11.1 108.7 % 12.1 % 3.3 (27)

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