Valuation
Stocks priced for more growth than they delivered
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year above what they delivered over the years on file. Ranked by the size of that gap.
Top of the list: TFX (TFX) +130.4%; Dole (DOLE) +97.7%; Public Service Enterprise (PEG) +96.0%.
The median priced in minus delivered across these 50 companies is +56.9%.
| # | Company | Priced in minus delivered | Growth priced in | FCF growth delivered | Revenue growth | Market cap |
|---|---|---|---|---|---|---|
| 1 | TFXTFX | +130.4% | +84.6% | -45.8% | +28.9% | $5.5B |
| 2 | Dole PLCDOLE · Consumer Defensive | +97.7% | +55.0% | -42.7% | +2.9% | $1.2B |
| 3 | Public Service Enterprise Group IncPEG · Utilities | +96.0% | +66.4% | -29.6% | -8.9% | $36.1B |
| 4 | Silicon Motion TechnologySIMO · Technology | +94.7% | +67.2% | -27.5% | +10.2% | $8.4B |
| 5 | MaxLinear IncMXL · Technology | +93.9% | +67.7% | -26.2% | +55.2% | $9.3B |
| 6 | Artivion IncAORT · Healthcare | +91.5% | +64.9% | -26.6% | +11.3% | $1.1B |
| 7 | Seaboard CorporationSEB · Industrials | +88.6% | +54.1% | -34.5% | +17.8% | $3.9B |
| 8 | Delek US Energy IncDK · Energy | +88.3% | +56.3% | -32.0% | +47.8% | $4.7B |
| 9 | Chime Financial, Inc. Class A Common StockCHYM · Technology | +88.1% | +43.5% | -44.6% | +26.8% | $11.7B |
| 10 | Lithia Motors IncLAD · Consumer Cyclical | +85.4% | +63.1% | -22.3% | +2.2% | $6.7B |
| 11 | FabrinetFN · Technology | +82.1% | +87.3% | +5.2% | +44.6% | $18.1B |
| 12 | Lennar CorporationLEN · Consumer Cyclical | +81.3% | +55.1% | -26.1% | -8.7% | $19.7B |
| 13 | WESCO International IncWCC · Industrials | +77.8% | +54.3% | -23.5% | +13.0% | $16.7B |
| 14 | VSE CorporationVSEC · Industrials | +76.2% | +56.6% | -19.6% | +65.0% | $4.4B |
| 15 | Bloom Energy CorpBE · Industrials | +76.0% | +65.3% | -10.7% | +130.4% | $76.0B |
| 16 | Solstice Advanced Materials, IncSOLS · Basic Materials | +71.6% | +22.4% | -49.2% | +11.1% | $9.0B |
| 17 | Dupont De Nemours IncDD · Basic Materials | +70.4% | +38.1% | -32.3% | +4.0% | $51.4B |
| 18 | Newell Brands IncNWL · Consumer Defensive | +68.2% | +29.5% | -38.7% | +3.0% | $2.1B |
| 19 | Capri Holdings LtdCPRI · Consumer Cyclical | +66.1% | +29.3% | -36.8% | -3.5% | $1.8B |
| 20 | Anterix IncATEX · Communication Services | +65.0% | +40.5% | -24.5% | +38.1% | $1.6B |
| 21 | Coupang LLCCPNG · Consumer Cyclical | +62.9% | +17.4% | -45.5% | +3.9% | $28.7B |
| 22 | Core Natural Resources, Inc.CNR · Energy | +61.9% | +37.1% | -24.8% | +3.5% | $4.5B |
| 23 | Liberty Oilfield Services IncLBRT · Energy | +61.2% | +37.7% | -23.6% | +14.0% | $3.1B |
| 24 | Nexa Resources SANEXA · Basic Materials | +61.0% | +29.4% | -31.6% | +8.5% | $1.7B |
| 25 | Alpha Metallurgical Resources IncAMR · Basic Materials | +57.5% | +30.0% | -27.4% | -10.4% | $2.3B |
| 26 | BlackBerry LtdBB · Technology | +56.3% | +27.7% | -28.6% | +26.0% | $5.3B |
| 27 | WEBTOON Entertainment Inc. Common stockWBTN · Communication Services | +54.2% | +42.6% | -11.6% | -2.8% | $1.2B |
| 28 | Boise Cascad LlcBCC · Basic Materials | +53.4% | +36.3% | -17.0% | +5.2% | $2.6B |
| 29 | Phibro Animal Health CorporationPAHC · Healthcare | +52.4% | +31.9% | -20.5% | +4.8% | $1.5B |
| 30 | FormFactor IncFORM · Technology | +50.2% | +58.2% | +7.9% | +31.9% | $9.9B |
| 31 | Weis Markets IncWMK · Consumer Defensive | +49.9% | +46.0% | -4.0% | +4.6% | $1.9B |
| 32 | Cohu IncCOHU · Technology | +49.2% | +42.0% | -7.2% | +38.4% | $3.1B |
| 33 | OGE Energy CorporationOGE · Utilities | +48.0% | +28.5% | -19.5% | -0.6% | $9.7B |
| 34 | Pursuit Attractions and Hospitality, Inc.PRSU · Consumer Cyclical | +45.9% | +30.4% | -15.5% | +14.3% | $1.5B |
| 35 | Valvoline IncVVV · Consumer Cyclical | +45.5% | +26.8% | -18.7% | +24.1% | $3.9B |
| 36 | Bruker CorporationBRKR | +45.1% | +36.9% | -8.2% | +5.2% | $9.0B |
| 37 | Madison Square Garden Sports CorpMSGS · Communication Services | +44.3% | +33.1% | -11.2% | +36.7% | $9.8B |
| 38 | Saia IncSAIA · Industrials | +43.8% | +43.9% | +0.1% | +17.1% | $9.3B |
| 39 | Humana IncHUM · Healthcare | +43.6% | +29.9% | -13.7% | +25.7% | $52.8B |
| 40 | Hewlett Packard Enterprise CoHPE · Technology | +43.4% | +32.5% | -10.9% | +33.7% | $99.1B |
| 41 | Arcos Dorados Holdings IncARCO · Consumer Cyclical | +43.0% | +27.0% | -16.0% | +4.7% | $1.6B |
| 42 | Brookdale Senior Living IncBKD | +42.1% | +32.7% | -9.4% | -11.6% | $2.4B |
| 43 | Flotek Industries IncFTK · Energy | +41.8% | +36.4% | -5.4% | +70.3% | $1.0B |
| 44 | Sensient Technologies CorporationSXT · Basic Materials | +41.8% | +31.5% | -10.3% | +11.6% | $5.5B |
| 45 | Sylvamo CorpSLVM · Basic Materials | +40.1% | +9.2% | -30.9% | +1.5% | $1.2B |
| 46 | Ashland Global Holdings IncASH · Basic Materials | +39.3% | +24.4% | -14.9% | +7.3% | $3.1B |
| 47 | Everus Construction Group IncECG · Industrials | +39.2% | +20.6% | -18.6% | +33.6% | $5.8B |
| 48 | Enovis CorpENOV | +39.1% | +17.2% | -21.9% | +3.2% | $1.0B |
| 49 | LYBLYB | +38.2% | +16.8% | -21.4% | +19.8% | $19.4B |
| 50 | Burlington Stores IncBURL · Consumer Cyclical | +36.4% | +26.7% | -9.7% | +11.0% | $17.8B |
Ranked from each company's latest price and reported results. Companies need a page on Investingly (SEC statements on file). Open any company for its reverse DCF, insider buying and 13F holders.
Questions
Which company ranks first on the stocks priced for more growth than they delivered list?
TFX (TFX), with a priced in minus delivered of +130.4%, as of October 12, 2026.
How is this list built?
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year above what they delivered over the years on file. Ranked by the size of that gap. It shows the top 50 and is rebuilt every day.
Prices and ratios as of Oct 11, 2026. Statements from SEC filings. Information only, not investment advice.