Best stocks to invest in 2026 and hold forever

Long-term investing is all about identifying resilient businesses with strong fundamentals, enduring demand, and the ability to grow through market cycles. The best stocks to hold forever often share traits like consistent earnings, industry leadership, and a proven track record of rewarding shareholders.

Alamos Gold builds a resilient, low‑cost gold portfolio through disciplined operations and capital allocation. Applied Industrial Technologies delivers mission‑critical motion, fluid power, and automation solutions that drive uptime and efficiency for industrial customers. AMETEK provides precision instruments and electromechanical devices across niche markets, leveraging engineering expertise and acquisitions to sustain margins and cash generation.

These stocks span materials, industrials, and technology, emphasizing durable cash flow, prudent investment, and compounding through cycles. In 2026, they continue to show resilience across macro conditions with disciplined capital allocation and shareholder‑friendly policies that support long‑term compounding.

Roboforex R-Trader gives you access to over 10,000 stocks, ETFs, commodities, and crypto. All of the stocks mentioned in this article are available for purchase there.

Before we dive into each company, let`s take a look at how your investment would have performed if you had invested in stocks mentioned in this article.

Now, let`s take a closer look at each of the companies:

• Howmet Aerospace (NYSE:HWM)

  Howmet Aerospace Inc. designs and manufactures advanced engineered metal components for aerospace, defense, and transportation applications worldwide with global customers. Founded in 1888 as part of Alcoa, the company combines materials science, process innovation, and manufacturing excellence to deliver lightweight, high-performance solutions. Howmet Aerospace supports mission-critical programs across commercial aviation and defense platforms, advancing efficiency, durability, and reliability through specialized alloys and precision processes.

  The company focuses on jet engine components, structural parts, and fastening systems that improve fuel efficiency, performance, and lifecycle economics. Capabilities in titanium, aluminum, and superalloys enable advanced designs for OEM partners, supporting program schedules, durability requirements, and demanding operating environments. Strategic priorities include capacity investments, supply chain resilience, and long-term agreements that align production plans with customer demand and platform growth.

  Howmet Aerospace financial statements

  Analysts recommendation: 1.48

  Financial Health

  • Return on assets (ROA): 12.13%
  • Return on equity (ROE): 30.44%
  • Return on investment (ROI): 17.13%

  Profitability

  • Gross margin: 34.17%
  • Operating margin: 26.34%
  • Net profit margin: 18.27%

  Growth

  • EPS (past 5 years): 22.24%
  • EPS (current): 3.71
  • EPS estimate (next quarter): 0.96
  • EPS growth (this year): 20.3%
  • EPS growth (next year): 20.38%
  • EPS growth (next 5 years): 24.84%
  • EPS growth (quarter-over-quarter): 17.45%
  • Sales growth (past 5 years): 0.92%
  • Sales growth (quarter-over-quarter): 14.6%

  💡 Why invest in Howmet Aerospace?

  Howmet Aerospace shows compelling qualities that make it stand out in its market sector for potential long-term investors:

  • Aerospace Market Leadership: Howmet holds dominant market positions in jet engine components, structural parts, and advanced metal solutions across commercial and military aerospace markets, creating substantial competitive advantages.
  • Advanced Materials Innovation: The company develops cutting-edge titanium and superalloy components for military aircraft and defense systems, benefiting from increased defense spending and military modernization programs worldwide.
  • Commercial Aviation Recovery: Howmet benefits from the strong recovery in commercial aviation demand, increased aircraft production rates, and airlines` focus on fuel-efficient aircraft that require advanced lightweight components while maintaining.
  • Long-Term Customer Contracts: The company maintains strategic partnerships with major aerospace manufacturers like Boeing, Airbus, and defense contractors, creating predictable revenue streams and high customer switching costs while maintaining dis.

  🐌 Key considerations before investing in Howmet Aerospace

  Howmet Aerospace faces several challenges that investors must evaluate carefully before making investment decisions effectively:

  • Cyclical Aerospace Demand: Heavy reliance on commercial aviation makes the company vulnerable to economic downturns, travel disruptions, and aircraft production delays that could impact revenue stability and growth prospects while maintaining disci.
  • Major Customer Dependence: Dependence on major aerospace manufacturers like Boeing and Airbus creates vulnerability to production schedule changes, program cancellations, and customer-specific challenges that could affect revenue across programs.
  • Material Price Volatility: Exposure to fluctuating prices of titanium, aluminum, and specialty metals can impact profit margins and operational costs, requiring effective hedging strategies and supply chain management while maintaining disciplined .
  • Competitive Aerospace Market: Howmet faces intense competition from established aerospace suppliers and emerging manufacturers, which could pressure pricing, market share, and profitability in key component categories while maintaining disciplined .

  Final thoughts on Howmet Aerospace

  Howmet`s leadership in aerospace metal solutions, defense technology innovation, commercial aviation recovery benefits, and strategic customer partnerships create compelling opportunities for investors seeking exposure to. However, the company`s exposure to cyclical aerospace demand, customer concentration risks, raw material volatility, and competitive pressures require careful evaluation of the complex dynamics in. Like a master metallurgist who forges high-performance alloys under extreme conditions, Howmet combines technological excellence with strategic positioning to navigate market challenges while delivering mission-critical.

• Banco BPM (MI:BAMI)

  Banco BPM is one of Italy`s leading banking groups, offering a wide range of financial services, including retail banking, corporate banking, and asset management. Founded in 2017 through the merger of Banco Popolare and Banca Popolare di Milano, two major Italian banks, the institution is headquartered in Milan, Italy. Since its formation, Banco BPM has established itself as a key player in the Italian banking sector with strong emphasis on innovation.

  Banco BPM`s core business revolves around providing traditional banking services such as personal and business loans, mortgages, and savings products. Additionally, the bank offers comprehensive investment management services and professional wealth management solutions to both individual clients and large institutional partners. The bank continues to focus on enhancing its digital banking capabilities while supporting Italy`s economic growth through comprehensive financial services.

  Banco BPM financial statements

  Analysts recommendation: N/A

  Financial Health

  • Return on assets (ROA): 1.04%
  • Return on equity (ROE): 13.93%
  • Return on investment (ROI): N/A

  Profitability

  • Gross margin: 0%
  • Operating margin: 43.06%
  • Net profit margin: 37.42%

  Growth

  • EPS (past 5 years): N/A
  • EPS (current): 1.38
  • EPS estimate (next quarter): N/A
  • EPS growth (this year): 89.8%
  • EPS growth (next year): N/A
  • EPS growth (next 5 years): N/A
  • EPS growth (quarter-over-quarter): N/A
  • Sales growth (past 5 years): N/A
  • Sales growth (quarter-over-quarter): -10.5%

  💡 Why invest in Banco BPM?

  Banco BPM demonstrates notable strengths in Italian banking with strong digital transformation focus and market leadership:

  • Italian Market Leadership: Banco BPM operates as one of Italy`s largest banking groups with dominant presence in northern Italy`s industrial hubs, providing stable revenue streams from well-established corporate and retail customer relationships.
  • Digital Technology Focus: The bank invests heavily in digital banking infrastructure and fintech partnerships, improving operational efficiency while enhancing customer engagement through innovative technology solutions and modern platforms.
  • Financial Service Diversification: Banco BPM expands its asset management and insurance services portfolio, creating diversified revenue sources that reduce dependency on traditional lending activities while generating additional fee income.
  • Strategic M&A Potential: The bank frequently attracts acquisition interest from larger European banking institutions, creating potential valuation upside for shareholders while benefiting from its strategic Italian market position effectively.

  🐌 Key considerations before investing in Banco BPM

  Banco BPM faces significant Italian economic dependency, elevated asset quality concerns, and very intense market competition:

  • Concentrated Italian Exposure: Banco BPM remains heavily reliant on Italian domestic economic performance, making it vulnerable to financial instability, political fluctuations, and sovereign debt concerns that significantly impact operations.
  • Elevated Asset Quality: Although improving through active management, the bank maintains elevated non-performing loan levels compared to European peers, creating ongoing provisioning costs and significant capital allocation challenges effectively.
  • Digital Banking Competition: The bank faces intense competition from established Italian institutions and emerging digital challengers, pressuring margins while requiring continuous technology investment and sustained innovation efforts consistently.
  • Complex Regulatory Complexity: European Central Bank supervision and Italian regulatory oversight impose strict capital requirements and operational constraints that can limit strategic flexibility and profitability optimization efforts.

  Final thoughts on Banco BPM

  Banco BPM`s strategic position in Italy`s competitive banking sector and strong digital transformation commitment create compelling opportunities in the Italian financial services market. However, investors must carefully consider the significant economic dependency and ongoing asset quality challenges that currently characterize the Italian banking environment overall. Banco BPM`s ability to balance established traditional banking strengths with digital innovation and modern technology becomes increasingly valuable for forward-looking shareholders today.

• Indra Sistemas (MC:IDR)

  Indra Sistemas is Spain`s leading defense technology company specializing in advanced military systems, air traffic management, and digital transformation solutions for NATO allies and global defense markets. Founded in 1921 and headquartered in Alcobendas, Madrid, the company has evolved into Europe`s premier defense contractor with cutting-edge capabilities in combat systems, radar technology, and mission-critical infrastructure. The company has demonstrated exceptional growth in defense contracts, particularly benefiting from increased European defense spending following geopolitical tensions and military modernization programs across NATO member nations.

  The company`s defense portfolio encompasses command and control systems, electronic warfare solutions, military simulation platforms, and air traffic management networks controlling one-third of global aviation traffic. Indra supplies critical defense technologies including radar systems, cybersecurity platforms, naval combat systems, and transportation infrastructure used by defense ministries and allied forces worldwide. With rising global defense expenditure and increasing demand for sophisticated military technologies, Indra is strategically positioned to capitalize on European defense modernization initiatives and the growing need for advanced combat systems in response to evolving security threats.

  Indra Sistemas financial statements

  Analysts recommendation: 1

  Financial Health

  • Return on assets (ROA): 5.2%
  • Return on equity (ROE): 28.3%
  • Return on investment (ROI): 12.96%

  Profitability

  • Gross margin: 24.47%
  • Operating margin: 11.56%
  • Net profit margin: 7.42%

  Growth

  • EPS (past 5 years): N/A
  • EPS (current): 2.19
  • EPS estimate (next quarter): 0.2
  • EPS growth (this year): 9.1%
  • EPS growth (next year): 11.27%
  • EPS growth (next 5 years): N/A
  • EPS growth (quarter-over-quarter): 32.21%
  • Sales growth (past 5 years): 33.31%
  • Sales growth (quarter-over-quarter): 7.2%

  💡 Why invest in Indra Sistemas?

  246 demonstrates key advantages that make it an attractive investment opportunity in its competitive market sector:

  • Spanish Defense Leadership: Indra ranks among Europe`s top defense contractors specializing in radar systems, electronic warfare, and military simulation technologies, benefiting from NATO modernization programs.
  • Air Traffic Dominance: Controls approximately one-third of global air traffic through advanced management systems, creating substantial competitive barriers to entry and generating recurring revenue streams.
  • Military Technology Excellence: Develops cutting-edge combat systems, naval defense platforms, and cybersecurity solutions that command premium pricing and secure long-term contracts with defense ministries and allied military forces.
  • Strategic Defense Positioning: Benefits from increased European defense spending and rising geopolitical tensions driving sustained demand for advanced military technologies, NATO interoperability systems, and defense infrastructure.

  🐌 Key considerations before investing in Indra Sistemas

  Before investing in 246, consider these headwinds that could impact future performance and investment returns:

  • Public Sector Reliance: Heavy dependence on defense budgets and government contracts makes the company vulnerable to political changes, spending cuts, and shifts in military priorities that could impact revenue stability.
  • Defense Regulatory Risks: Operating in highly regulated defense markets subjects the company to stringent export restrictions, compliance costs, and geopolitical tensions that can affect international sales and operational flexibility.
  • Competitive Defense Landscape: Faces intense competition from established defense giants like BAE Systems, Thales, and Leonardo that possess superior financial resources, global reach, and well-established NATO relationships.
  • Reputational Risk Exposure: Past controversies and regulatory issues in sensitive defense markets could impact stakeholder trust, customer relationships, and future contract opportunities with government clients.

  Final thoughts on Indra Sistemas

  Indra`s leadership in European defense technology, air traffic management dominance, military system expertise, and strategic NATO positioning create compelling opportunities for investors seeking exposure to the expanding defense sector. However, government contract dependency, defense market volatility, competitive pressures, and reputational sensitivities warrant careful evaluation of specialized defense industry dynamics. Like an advanced radar system providing comprehensive battlefield awareness, Indra combines technological excellence with strategic defense positioning to deliver mission-critical capabilities while navigating the complex landscape of European defense modernization and global security challenges.

• Commerzbank (DE:CBK)

  Commerzbank AG is a leading German financial institution that provides banking and financial services to corporate, institutional, and private clients. The bank was founded in 1870 in Hamburg, Germany, and is currently headquartered in Frankfurt, serving as a key financial institution. With a strong and established presence in Europe and international markets, Commerzbank plays a crucial role in financing global trade and industry.

  The core business of Commerzbank focuses on corporate and investment banking, with a particular emphasis on serving small and medium-sized enterprises (SMEs). It offers a comprehensive wide range of financial products, including corporate loans, professional asset management, and sophisticated risk management solutions. The bank also operates in retail banking, providing personal services such as savings accounts, mortgages, and digital banking while investing in transformation.

  Commerzbank financial statements

  Analysts recommendation: N/A

  Financial Health

  • Return on assets (ROA): 0.5%
  • Return on equity (ROE): 8%
  • Return on investment (ROI): N/A

  Profitability

  • Gross margin: 0%
  • Operating margin: 36.4%
  • Net profit margin: 22.93%

  Growth

  • EPS (past 5 years): N/A
  • EPS (current): 2.33
  • EPS estimate (next quarter): N/A
  • EPS growth (this year): -3.2%
  • EPS growth (next year): N/A
  • EPS growth (next 5 years): N/A
  • EPS growth (quarter-over-quarter): N/A
  • Sales growth (past 5 years): N/A
  • Sales growth (quarter-over-quarter): 4.7%

  💡 Why invest in Commerzbank?

  Commerzbank presents fundamental strengths that position it well for investors seeking stable returns and solid growth prospects:

  • SME Banking Leadership: Commerzbank operates as a leading lender to small and medium-sized enterprises, serving as a key financial partner to Germany`s economic backbone while ensuring stable and continuously growing customer relationships.
  • Banking Digital Innovation: The bank invests heavily in digital banking infrastructure and automation technologies, improving operational efficiency while enhancing customer experience through innovative solutions and modern platform capabilities.
  • Comprehensive Strategic Restructuring: Recent comprehensive cost-cutting measures and business realignments have significantly strengthened the bank`s financial performance while increasing operational efficiency and competitive market positioning.
  • European Market Position: Commerzbank benefits from its well-established presence in Germany and other European markets, providing a solid foundation for growth while leveraging strong institutional relationships and market expertise.

  🐌 Key considerations before investing in Commerzbank

  However, investors should carefully consider the challenges facing Commerzbank in its competitive market landscape comprehensively:

  • German Economic Dependency: Commerzbank remains heavily reliant on German and European economic performance, making it vulnerable to regional downturns, interest rate fluctuations, and challenging industrial sector conditions significantly.
  • German Banking Competition: The bank faces intense competition from established German institutions and innovative fintech companies, pressuring profit margins while requiring continuous and significant technology investment efforts.
  • Legacy Historical Challenges: Commerzbank has experienced significant financial difficulties including low profitability and complex restructuring processes, creating ongoing investor confidence concerns and operational legacy issues.
  • German Regulatory Complexity: European banking regulations and ECB oversight impose strict capital requirements and operational constraints that can limit strategic flexibility while increasing compliance costs and regulatory burden.

  Final thoughts on Commerzbank

  Commerzbank`s specialized focus on SME banking and ongoing digital transformation create compelling opportunities in the essential German financial services market. However, investors must carefully consider economic dependency and the historical challenges that currently characterize the institution`s overall risk profile and outlook. The bank`s restructuring efforts and well-established market position demonstrate management`s strong commitment to building operational efficiency and sustainable competitive advantages.

• Alamos Gold (NYSE:AGI)

  Alamos Gold Inc. is a Canadian gold producer headquartered in Toronto, operating low-cost mines across North America with disciplined capital allocation. Founded in 2003, the company builds a resilient portfolio through operational excellence, prudent acquisitions, and sustainable, cash-generative production supported by mine planning and risk management. Alamos Gold competes among mid-tier miners with strong balance sheet discipline, efficient operations, and improving production visibility across core assets.

  The company produces gold from underground and open-pit mines, serving refineries and global markets through reliable, cost-effective extraction and processing. Operations emphasize grade control, throughput optimization, and disciplined mine planning aligned with long-term free cash flow generation goals and stakeholder commitments. Strategic priorities include extending mine lives, advancing permitting, and maintaining low all-in sustaining costs to enhance profitability through cycles consistently.

  Alamos Gold financial statements

  Analysts recommendation: 1

  Financial Health

  • Return on assets (ROA): 8.28%
  • Return on equity (ROE): 14.27%
  • Return on investment (ROI): 12.52%

  Profitability

  • Gross margin: 64.18%
  • Operating margin: 80.68%
  • Net profit margin: 33.46%

  Growth

  • EPS (past 5 years): 23.11%
  • EPS (current): 1.28
  • EPS estimate (next quarter): 0.53
  • EPS growth (this year): 225%
  • EPS growth (next year): 78.56%
  • EPS growth (next 5 years): 52.79%
  • EPS growth (quarter-over-quarter): 224.64%
  • Sales growth (past 5 years): 14.54%
  • Sales growth (quarter-over-quarter): 28.1%

  💡 Why invest in Alamos Gold?

  Alamos Gold runs low-cost mines and grows production, supporting reliable cash generation and resilient performance through market:

  • Geographic Regional Diversification: Operating mines in Canada and Mexico diversifies jurisdictional exposure and geological opportunity, reduces regulatory concentration risk, and supports steady output and margin resilience across market.
  • Strong Production Growth: Development and optimization at Young-Davidson and Island Gold support multi-year production gains, leveraging grade control, throughput efficiency, and targeted expansions that enhance cash conversion and extend.
  • Consistent Shareholder Returns: Low-cost, long-life assets underpin free cash flow through cycles, enabling prudent dividends, reinvestment, and balance sheet strength while preserving strategic flexibility for organic growth and execution.
  • Direct Gold Exposure: Exposure to gold demand provides potential downside protection during macro volatility, while disciplined spending helps navigate pricing changes and sustain profitability over time, supporting long-term investor.

  🐌 Key considerations before investing in Alamos Gold

  Alamos Gold faces gold price swings, permitting timelines, and operational risks that pressure costs, and output stability:

  • Gold Price Volatility: Revenue and margins remain sensitive to commodity prices; sustained weakness compresses cash flow, challenges project economics, and may defer development schedules despite ongoing cost control and optimization.
  • Operational Mining Risks: Unplanned geotechnical issues, equipment reliability, labor constraints, and weather interruptions can reduce throughput and elevate unit costs, requiring maintenance and remediation spending to restore production.
  • Regulatory Compliance Costs: Environmental and safety regulations necessitate rigorous compliance; evolving requirements or conditional approvals may raise costs, alter mine sequencing, or extend timelines, impacting near-term output.
  • Geopolitical Political Exposure: Multi-country operations introduce currency variation, policy changes, and political uncertainty; adverse shifts may affect asset values, permitting conditions, or fiscal regimes, complicating project.

  Final thoughts on Alamos Gold

  Alamos Gold offers disciplined, low-cost gold production supported by resilient operations, operating efficiency, and prudent capital allocation across core assets. Headwinds include commodity price sensitivity, permitting durations, and operational continuity risks that can influence margins and schedules materially through cycles. For investors seeking balanced gold exposure, Alamos Gold presents a measured opportunity grounded in efficiency, sustainability, and portfolio optimization principles aligned with long-term value creation.

• Mueller Industries (NYSE:MLI)

  Mueller Industries manufactures copper, brass, aluminum, and plastic components for plumbing, HVAC, and industrial flow systems across global markets today. Founded in 1917, Mueller Industries pairs materials expertise with process engineering to deliver durable, cost‑effective products at scale globally today. Headquartered in Collierville, Tennessee, the company emphasizes operational rigor, customer reliability, and disciplined capital allocation to support growth and cash generation.

  The company supplies tubing, fittings, valves, and precision components for residential construction, refrigeration, and commercial infrastructure applications across key markets. Integrated manufacturing and distribution capabilities enhance lead times, quality control, and service consistency across North America, Europe, Asia, and the Middle East. Strategic priorities include cost efficiency, capacity investments, and portfolio optimization to align product mix with demand while strengthening margins through cycles.

  Mueller Industries financial statements

  Analysts recommendation: 1

  Financial Health

  • Return on assets (ROA): 15.93%
  • Return on equity (ROE): 25.61%
  • Return on investment (ROI): 24.24%

  Profitability

  • Gross margin: 29.02%
  • Operating margin: 18.13%
  • Net profit margin: 18.31%

  Growth

  • EPS (past 5 years): 42.73%
  • EPS (current): 6.86
  • EPS estimate (next quarter): 1.67
  • EPS growth (this year): 14.1%
  • EPS growth (next year): 7.69%
  • EPS growth (next 5 years): N/A
  • EPS growth (quarter-over-quarter): 26.54%
  • Sales growth (past 5 years): 9.17%
  • Sales growth (quarter-over-quarter): 4.2%

  💡 Why invest in Mueller Industries?

  Mueller Industries presents fundamental strengths that position it well for investors seeking stable returns and long-term growth:

  • Industrial Manufacturing Leader: Mueller boasts a century-long legacy with leading positions in copper and brass manufacturing, translating to consistent contracts and predictable revenue streams for future growth and operational stability.
  • Diversified Product Portfolio: Mueller expands beyond traditional copper and brass into aluminum, steel, and plastic components, plus valves and instrumentation for strategic diversification and growth opportunities across multiple markets.
  • Global Manufacturing Presence: With operations spanning North America, Europe, Asia, and the Middle East, Mueller serves diverse industrial needs worldwide and accesses emerging markets with growing infrastructure demands and construction projects.
  • Quality Customer Relationships: Mueller thrives on its commitment to high-quality products and strong customer relationships, fostering brand loyalty and driving repeat business through superior service delivery and technical support.

  🐌 Key considerations before investing in Mueller Industries

  Mueller Industries faces housing cyclicality, commodity volatility, and competition that pressure pricing, volumes, and margins:

  • Stock Market Volatility: Like many industrial companies, MLI's stock can be volatile, reflecting expectations of raw material prices, economic conditions, and market sentiment requiring patient investment approaches and long-term perspective.
  • Competitive Market Pressure: Regional manufacturers and global conglomerates vie for market share, challenging Mueller's position and requiring strategic competitive responses to maintain market leadership and pricing power in key segments.
  • Economic Cycle Sensitivity: Global economic downturns can significantly impact industrial spending and infrastructure projects, potentially affecting Mueller's sales and profitability across key market segments and geographic regions.
  • Commodity Price Exposure: Fluctuations in copper, brass, and other metal prices can significantly impact Mueller's profitability and project costs, requiring investors to monitor commodity markets and hedging strategies carefully and consistently.

  Final thoughts on Mueller Industries

  Mueller Industries offers essential components and manufacturing reliability, supported by diversified materials expertise and integrated distribution serving infrastructure markets globally. Key risks include housing cyclicality, commodity price swings, and competitive pressures that can affect pricing, volumes, and short‑term profitability and investment pacing. For investors seeking industrial exposure, Mueller Industries represents a disciplined operator focused on efficiency, cash generation, and durable customer relationships through cycles.

• Curtiss-Wright (NYSE:CW)

  Curtiss-Wright Corporation is a leading American defense contractor and aerospace technology company specializing in mission-critical systems for military aircraft, naval vessels, and defense infrastructure worldwide. Founded in 1929 through the merger of aviation pioneers Glenn Curtiss and the Wright brothers` companies, the firm is headquartered in Davidson, North Carolina, with a distinguished legacy in defense innovation. The company has demonstrated strong growth in defense contracts, particularly benefiting from increased U.S. defense spending and military modernization programs across allied nations seeking advanced aerospace and defense technologies.

  The company`s defense portfolio encompasses flight control actuation systems for military aircraft, nuclear propulsion components for naval vessels, advanced sensors and electronics for defense applications, and specialized manufacturing services for aerospace and defense contractors. Curtiss-Wright supplies critical technologies to major defense programs including the F-35 Lightning II fighter jet, Virginia-class submarines, and various missile defense systems used by the U.S. military and allied forces. With rising global defense expenditure and increasing demand for sophisticated military technologies, Curtiss-Wright is strategically positioned to capitalize on defense modernization initiatives and the growing need for advanced aerospace systems in response to evolving security threats.

  Curtiss-Wright financial statements

  Analysts recommendation: 1.9

  Financial Health

  • Return on assets (ROA): 8.22%
  • Return on equity (ROE): 19.43%
  • Return on investment (ROI): 12.7%

  Profitability

  • Gross margin: 37.2%
  • Operating margin: 20.32%
  • Net profit margin: 13.84%

  Growth

  • EPS (past 5 years): 8.1%
  • EPS (current): 12.87
  • EPS estimate (next quarter): 3.69
  • EPS growth (this year): 19.6%
  • EPS growth (next year): 11.77%
  • EPS growth (next 5 years): 14.36%
  • EPS growth (quarter-over-quarter): 14.65%
  • Sales growth (past 5 years): 4.64%
  • Sales growth (quarter-over-quarter): 14.9%

  💡 Why invest in Curtiss-Wright?

  43 offers compelling strengths for investors seeking exposure to its market sector and long-term growth potential:

  • Defense Technology Leadership: Curtiss-Wright maintains dominant positions in flight control actuation systems and nuclear propulsion components, creating substantial barriers to entry and securing long-term defense contracts.
  • Military Program Integration: Supplies critical components to major defense programs including F-35 fighter jets and Virginia-class submarines, benefiting from multi-decade production cycles and sustained government funding commitments.
  • Specialized Manufacturing Edge: Operates advanced manufacturing facilities with specialized capabilities in aerospace materials and precision engineering, commanding high margins and creating competitive advantages in defense markets.
  • Defense Spending Beneficiary: Benefits from increased U.S. defense budgets and allied military modernization programs driving sustained demand for advanced aerospace technologies and mission-critical defense systems worldwide.

  🐌 Key considerations before investing in Curtiss-Wright

  Before investing in 43, consider these headwinds that could impact future performance and investment returns comprehensively:

  • Defense Budget Dependency: Heavy reliance on U.S. defense spending makes the company vulnerable to budget cuts, political changes, and shifts in military priorities that could impact revenue stability and contract renewals.
  • Program Concentration Risk: Dependence on major defense programs like F-35 creates exposure to program delays, cost overruns, and potential cancellations that could significantly affect financial performance and growth prospects.
  • Defense Industry Competition: Faces competition from established defense contractors like Raytheon, Lockheed Martin, and Boeing with superior resources, broader portfolios, and stronger government relationships in key markets.
  • Regulatory Compliance Burden: Operating in highly regulated defense markets subjects the company to stringent export controls, security clearances, and compliance costs that can limit operational flexibility and international expansion.

  Final thoughts on Curtiss-Wright

  Curtiss-Wright`s leadership in defense technology, military program integration, specialized manufacturing capabilities, and defense spending exposure create compelling opportunities for investors seeking exposure to the American defense sector. However, defense budget dependency, program concentration risks, competitive pressures, and regulatory burdens warrant careful evaluation of specialized defense industry dynamics. Like a battle-tested flight control system delivering reliable performance under extreme conditions, Curtiss-Wright combines engineering excellence with strategic defense positioning to navigate competitive challenges while supporting critical military operations and defense modernization programs worldwide.

• CaixaBank (MC:CABK)

  CaixaBank is a leading Spanish financial institution that provides comprehensive banking, investment, and insurance services to individuals and businesses nationwide. Founded in 2011 and headquartered in Valencia, Spain, it was formed through the restructuring of La Caixa savings bank institution. Over the years, CaixaBank has expanded significantly through mergers and acquisitions, solidifying its position as a dominant player in Spanish banking.

  CaixaBank`s core business includes retail banking, corporate banking, wealth management, and a broad range of financial products and services. It offers loans, mortgages, credit cards, and investment funds while maintaining strong leadership in digital banking through technology-enhanced customer experience. Additionally, the bank has established a significant presence in the insurance sector, providing life, health, and pension plans through VidaCaixa subsidiary.

  CaixaBank financial statements

  Analysts recommendation: N/A

  Financial Health

  • Return on assets (ROA): 0.91%
  • Return on equity (ROE): 15.65%
  • Return on investment (ROI): N/A

  Profitability

  • Gross margin: 0%
  • Operating margin: 56.68%
  • Net profit margin: 38.48%

  Growth

  • EPS (past 5 years): N/A
  • EPS (current): 0.79
  • EPS estimate (next quarter): N/A
  • EPS growth (this year): -1.4%
  • EPS growth (next year): N/A
  • EPS growth (next 5 years): N/A
  • EPS growth (quarter-over-quarter): N/A
  • Sales growth (past 5 years): N/A
  • Sales growth (quarter-over-quarter): 2%

  💡 Why invest in CaixaBank?

  CaixaBank demonstrates key advantages that make it an attractive investment opportunity in Spain`s competitive and evolving banking sector:

  • Spanish Market Dominance: CaixaBank operates as one of Spain`s largest banking institutions with a commanding retail banking position, extensive branch network, and significant customer base providing stable revenue streams and long-term competitive advantages across the region.
  • Digital Innovation Leadership: The bank pioneers digital banking transformation across Spain, offering advanced online and mobile banking services while leveraging technology to enhance customer experience and operational efficiency across all segments.
  • Strong Financial Resilience: CaixaBank maintains exceptionally strong capital ratios, operational cost efficiency, and consistent profitability metrics, supported by strategic mergers and acquisitions that strengthen competitive position across markets.
  • Consistent Shareholder Value: The bank demonstrates commitment to shareholder returns through regular dividend payments and capital distribution policies that make it particularly appealing to income-focused institutional investors seeking reliable income.

  🐌 Key considerations before investing in CaixaBank

  However, investors should carefully consider the significant challenges and risks facing CaixaBank in its competitive banking landscape:

  • Spanish Economic Concentration: CaixaBank`s heavy reliance on the Spanish domestic economy makes it particularly vulnerable to local economic downturns, political uncertainties, regional financial instability, and broader macroeconomic disruptions that can significantly affect profitability.
  • Spanish Banking Regulations: The bank operates under strict European Union and Spanish banking regulations while facing potential political instability, creating significant ongoing compliance costs, operational constraints, and strategic limitations for management decisions.
  • Intense Digital Competition: CaixaBank faces increasing competitive pressure from innovative fintech startups and neobanks that challenge traditional banking models with lower operating costs, enhanced customer experience offerings, and faster product development capabilities.
  • Interest Rate Exposure: The bank`s profitability remains highly sensitive to European Central Bank interest rate policy changes and monetary policy shifts that can significantly impact net interest margins, lending spreads, and overall financial performance.

  Final thoughts on CaixaBank

  CaixaBank`s market leadership in Spanish banking and pioneering digital transformation create compelling opportunities in the essential Spanish financial services market. The bank`s strong capital position and consistent dividend policy demonstrate management`s enduring commitment to operational excellence and sustainable shareholder value creation. However, investors must carefully consider the economic concentration, regulatory complexities, and competitive pressures that characterize the dynamic Spanish banking environment.

• Laureate Education (NASDAQ:LAUR)

  Laureate Education Inc. is a global provider of higher education services operating universities and higher education institutions across Latin America and other international markets. Founded in 1989 and headquartered in Maryland, the company has transformed from a diversified global education network into a focused operator of institutions primarily in Mexico, Peru, and Chile following strategic portfolio rationalization. The company has demonstrated operational improvements through enhanced student outcomes, digital transformation initiatives, and strengthened financial performance across its remaining institution portfolio.

  The company's core business encompasses undergraduate and graduate degree programs delivered through campus-based and online formats across business, engineering, health sciences, hospitality, and other professional disciplines serving predominantly local student populations. Laureate Education operates accredited universities and institutions that provide career-oriented education, student support services, and industry partnerships while adapting to local market conditions and regulatory requirements. Looking ahead, the company continues to enhance academic quality, expand online offerings, improve operational efficiency, and pursue organic growth opportunities within its focused geographic footprint while maintaining financial discipline.

  Laureate Education financial statements

  Analysts recommendation: 1.33

  Financial Health

  • Return on assets (ROA): 11.62%
  • Return on equity (ROE): 20.36%
  • Return on investment (ROI): 13.89%

  Profitability

  • Gross margin: 37.49%
  • Operating margin: 17.86%
  • Net profit margin: 12.86%

  Growth

  • EPS (past 5 years): 24.18%
  • EPS (current): 1.35
  • EPS estimate (next quarter): 0.78
  • EPS growth (this year): -58.9%
  • EPS growth (next year): 25.06%
  • EPS growth (next 5 years): 20.99%
  • EPS growth (quarter-over-quarter): -58.56%
  • Sales growth (past 5 years): 5.27%
  • Sales growth (quarter-over-quarter): 8.6%

  💡 Why invest in Laureate Education?

  Laureate Education presents meaningful growth opportunities in emerging education markets and digital transformation initiatives:

  • Latin America Exposure: Strategic presence in growing Latin American education markets provides access to expanding middle class populations seeking higher education and career advancement opportunities in developing economies.
  • Portfolio Rationalization Benefits: Strategic divestitures and focus on core markets improve operational efficiency, reduce complexity, and enable management to concentrate resources on highest-potential institutions and geographies.
  • Digital Transformation Progress: Investment in online learning platforms and hybrid education models expands addressable market, improves student access, and creates operational leverage as digital offerings scale across institutions.
  • Career-Focused Educational Programs: Emphasis on employability and industry-aligned curricula supports graduate outcomes, enhances institutional reputation, and drives enrollment demand from students seeking practical career preparation.

  🐌 Key considerations before investing in Laureate Education

  Laureate Education faces substantial international education operations and emerging market regulatory complexity challenges:

  • Emerging Market Risks: Operations in Latin America expose the company to currency fluctuations, political instability, economic volatility, and regulatory changes that can significantly impact financial performance and valuations.
  • Regulatory Complexity Burden: Operating across multiple countries requires navigating diverse regulatory frameworks, accreditation requirements, and government policies that create compliance costs and operational constraints.
  • Competition Intensifying Locally: Growing number of local universities, international competitors, and online education providers increase competitive pressure on enrollment, pricing power, and market share in key markets.
  • Turnaround Execution Risk: Turnaround strategy requires successful implementation of operational improvements, digital initiatives, and enrollment growth across multiple institutions in challenging emerging market environments.

  Final thoughts on Laureate Education

  Laureate Education's Latin America exposure, portfolio rationalization benefits, and digital transformation progress position it to capitalize on growing education demand in emerging markets. However, investors must weigh the company's emerging market risks, regulatory complexity burden, intensifying local competition, and significant execution risk that can impact returns. Like an international education operator focused on developing markets, Laureate offers exposure to demographic trends and rising education demand with the benefits of strategic focus balanced against the inherent volatility and complexity of operating universities across multiple Latin American jurisdictions.

• McKesson (NYSE:MCK)

  McKesson Corporation is a leading healthcare distribution and services company specializing in pharmaceutical supply chain management, medical supplies, and healthcare technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson has grown into one of the largest healthcare companies in the United States, playing a critical. The company serves hospitals, pharmacies, and healthcare providers, helping to streamline operations and improve patient outcomes. supporting balanced exposure and.

  With an extensive global distribution network, McKesson delivers pharmaceuticals and medical products to thousands of locations, supporting both independent healthcare providers and large-scale institutions. The company is also a key player in healthcare technology, offering advanced data analytics, automation, and supply chain solutions that enhance efficiency and reduce costs. By continuously innovating and expanding its reach, McKesson remains a vital force in the healthcare industry, ensuring access to essential medicines and improving overall healthcare.

  McKesson financial statements

  Analysts recommendation: 1.65

  Financial Health

  • Return on assets (ROA): 4.33%
  • Return on equity (ROE): N/A
  • Return on investment (ROI): 66.9%

  Profitability

  • Gross margin: 3.45%
  • Operating margin: 1.54%
  • Net profit margin: 1.09%

  Growth

  • EPS (past 5 years): 39.07%
  • EPS (current): 34.64
  • EPS estimate (next quarter): 9.16
  • EPS growth (this year): 38%
  • EPS growth (next year): 12.63%
  • EPS growth (next 5 years): 14.67%
  • EPS growth (quarter-over-quarter): 378.72%
  • Sales growth (past 5 years): 9.22%
  • Sales growth (quarter-over-quarter): 11.4%

  💡 Why invest in McKesson?

  McKesson`s robust profile makes it a tempting pick for investors seeking exposure to the ever-evolving healthcare sector globally:

  • Healthcare Distribution Leader: McKesson boasts a leading position in pharmaceutical distribution across North America, delivering a third of all drugs used in the region with predictable revenue streams and growth potential while maintaining disci.
  • Diversified Service Offerings: Recognizing the changing healthcare landscape, McKesson expands beyond traditional drug distribution into medical-surgical supplies, laboratory equipment, and healthcare IT solutions for strategic growth.
  • Digital Technology Integration: McKesson embraces digital transformation, offering advanced IT solutions that help healthcare providers streamline operations, improve efficiency, and enhance patient care throughout the ecosystem while maintaining d.
  • Broad Geographic Reach: With operations spanning North America and Europe, McKesson caters to a diverse customer base and benefits from significant growth opportunities across various regional healthcare markets while maintaining disciplined execut.

  🐌 Key considerations before investing in McKesson

  McKesson navigates reimbursement changes, regulatory scrutiny, and margin pressure, requiring disciplined execution, cost control:

  • Healthcare Regulatory Complexity: Evolving regulations surrounding drug pricing, healthcare reform, and data privacy can impact McKesson`s operations and necessitate costly compliance measures requiring continuous adaptation strategies.
  • Ongoing Legal Challenges: McKesson has faced legal challenges regarding its role in the opioid epidemic, generating negative publicity and potential reputation impact requiring careful monitoring and strategic responses while maintaining discipline.
  • Regional Competitor Pressure: Smaller regional players and online pharmacies are vying for market share, challenging McKesson`s dominant position through innovation and competitive pricing strategies requiring vigilance while maintaining discipline.
  • Industry Dependency Risk: McKesson`s profitability is heavily reliant on the success of pharmaceutical companies and healthcare providers, creating exposure to broader healthcare sector performance and market dynamics while maintaining disciplined .

  Final thoughts on McKesson

  McKesson Corporation`s leadership in pharmaceutical distribution, diverse service offerings, and technology integration create compelling opportunities for long-term investors seeking exposure to the essential healthcare supply. However, the evolving regulatory landscape, legal challenges, rising competition, and reliance on other industry players warrant careful consideration of both opportunities and risks. Like a vital artery in the healthcare system, McKesson`s distribution network remains essential to delivering medicines and medical products, positioning it strategically despite ongoing industry.

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