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Fortune Brands Innovations, Inc. (FBIN)

Mkt Cap: $6.1B P/E: 18.6 Div: 1.97% Rev CAGR: -1.4% NI CAGR: -15.1%

Fortune Brands Innovations, Inc. (FBIN), established in 1988, has evolved into a leading force in home, security, and digital products, driven by a clear purpose: to elevate lives by transforming spaces into havens. The company's overarching strategy centers on innovation for residential and commercial environments, with a growing emphasis on digital solutions, luxury, safety, and sustainability. This strategic focus is underpinned by foundational strengths, including market-leading brands,...

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WESCO International, Inc. (WCC)

Mkt Cap: $12.6B P/E: 20.0 Div: 0.70% Rev CAGR: 6.2% NI CAGR: 15.5%

WESCO International, Inc., founded in 1922 and headquartered in Pittsburgh, Pennsylvania, has evolved into a global leader in business-to-business distribution, logistics services, and supply chain solutions. The company's strategic merger with Anixter significantly reshaped its operating structure, establishing three core strategic business units: Electrical & Electronic Solutions (EES), Communications & Security Solutions (CSS), and Utility & Broadband Solutions (UBS). This integrated...

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Truist Financial Corporation (TFC)

Mkt Cap: $57.5B P/E: 11.7 Div: 4.66% Rev CAGR: -21.0% NI CAGR: -9.2%

Truist Financial Corporation, rooted in a history stretching back to 1872 as BB&T Corporation, stands as a prominent regional banking force across the Southeastern and Mid-Atlantic United States. The company's foundational purpose—to inspire and build better lives and communities—guides its strategic direction, shaping its client-centric approach and investment decisions. A pivotal moment in its evolution was the December 2019 merger of equals, which, while initially presenting a "longer and...

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Cushman & Wakefield plc (CWK)

Mkt Cap: $3.6B P/E: 16.3 Rev CAGR: 0.2% NI CAGR: -19.3%

Cushman & Wakefield, a firm with a legacy stretching back to 1784, stands as a leading global commercial real estate services provider. It offers a comprehensive suite of services, including leasing, capital markets, property and facilities management, and valuation, serving a diverse client base of real estate owners and occupiers across the Americas, EMEA, and APAC regions. The company's overarching strategy, particularly under CEO Michelle MacKay's leadership since 2023, has centered on...

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Grid Dynamics Holdings, Inc. (GDYN)

Mkt Cap: $790.8M P/E: 57.0 Rev CAGR: 18.4%

Grid Dynamics Holdings, Inc. ($GDYN) stands as a technology consulting and digital services provider, specializing in enterprise-level AI, platform and product engineering, and advanced analytics. Founded in 2006 in Silicon Valley, the company has a rich history rooted in leveraging emerging technologies to solve complex enterprise challenges. Its journey began with early implementations of natural language processing for major e-commerce and retail search engines by 2012, culminating in the...

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Federal Signal Corporation (FSS)

Mkt Cap: $7.2B P/E: 30.4 Div: 0.47% Rev CAGR: 15.3% NI CAGR: 29.1%

Federal Signal Corporation, founded in 1901, has evolved into a leading global manufacturer and supplier of essential vehicles and equipment for maintenance and infrastructure, alongside critical public safety solutions. Its operations are strategically divided into two segments: the Environmental Solutions Group (ESG) and the Safety and Security Systems Group (SSG). This dual focus allows FSS to serve a diverse customer base spanning municipal, governmental, industrial, and commercial sectors,...

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Murphy USA Inc. (MUSA)

Mkt Cap: $6.9B P/E: 14.7 Div: 0.60% Rev CAGR: 5.3% NI CAGR: 8.2%

Murphy USA Inc. (MUSA) operates as a leading retailer of motor fuel products and convenience merchandise, primarily serving value-conscious consumers across the Southeast, Southwest, and Midwest United States. The company's business model, characterized by its everyday low-price (EDLP) fuel offering and strategic co-location of many Murphy-branded stores near Walmart Supercenters (TICKER:WMT), has been a cornerstone of its success since its spin-off from Murphy Oil Corporation (TICKER:MUR) on...

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SPS Commerce, Inc. (SPSC)

Mkt Cap: $3.1B P/E: 36.7 Rev CAGR: 18.3% NI CAGR: 20.0%

SPS Commerce (NASDAQ:SPSC) stands as a foundational enabler of the global retail supply chain, providing a comprehensive suite of cloud-based solutions that transform how retailers, grocers, suppliers, manufacturers, distributors, and logistics firms connect, collaborate, and prosper. The company's mission centers on enhancing operational efficiency, reducing costs, and strengthening supply chain performance through unparalleled visibility and optimized inventory management. This commitment has...

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