#1GROWTH 2330.TW — TAIWAN SEMICONDUCTOR MANUFACTU
Technology · Clenow 96 · Mom 12m +109%
$2380.00
52w high $2502.63
P/E: 28.38 (fwd 17.00)ROIC: +30%PEG: 0.87Rev Growth: +36%Margins: +50%ROE: +40%Mkt Cap: $1.97T
P/E Switch
ATTIVA ORAGROWTHATTIVA
VALUESTANDBY
Forward P/E medio:21.4·soglia 70
PE medio sotto soglia → sistema raccomanda Growth TOP 10.
Growth TOP 10(10)
Settori tech / semiconduttori / consumer electronics. Ranking Clenow.
#2GROWTH DELL — Dell Technologies Inc. 📅 2026-12-01
Technology · Clenow 64 · Mom 12m +347%
$563.29
52w high $567.29
Dell Technologies sells the physical infrastructure AI runs on: rack-scale servers built around Nvidia and AMD accelerators, plus the storage, networking and services wrapped around them, alongside a still-large commercial PC and client business. The structural point about Dell is that it is an integrator, not a chip designer - it buys the expensive silicon and resells it inside a system, so revenue scales violently with AI capex while the gross margin on the AI-server line is structurally thin and mix-dilutive. The 2026 inflection is the order book rather than the income statement: $60.9bn of AI server orders in a single quarter, of which $16.4bn was recognised as revenue, leaving a record $95bn AI backlog across more than 6,500 AI customers. FY27 guidance was lifted to roughly $192bn revenue and $25.50 EPS.
P/E: 32.79 (fwd 19.65)ROIC: +14%PEG: 0.79Rev Growth: +58%Margins: +8%Mkt Cap: $358.15B
PRO
- Record $95bn AI backlog with a customer base above 6,500 - contracted visibility, not a projection
- Q2 FY27 revenue +58% y/y and EPS +273% y/y; $60.9bn of AI server orders booked in one quarter
- FY27 guidance reset from ~$167bn to ~$192bn revenue and from $17.90 to $25.50 EPS - a step-change, not a trim
- Q3 FY27 guidance of $49.0bn revenue and $6.50 EPS versus prior consensus $41.9bn and $4.07: management is guiding ~60% above the street
- Forward P/E 19.8 versus trailing 33.0 - the only pick here that combines a genuine forward de-rating with a US listing that is directly tradable
CONTRO
- ROIC 13.7% versus MU's 61.5%: Dell captures the volume of the AI cycle, not its economics - AI hardware is explicitly margin-dilutive
- At the 52-week high with 0.0% drawdown after a ~241% year-to-date move: the entry has no cushion and the reset expectations are now the hurdle
- R2 0.768, the weakest trend linearity of the five - the move up has been choppy
- Backlog conversion is supply-constrained; orders convert on component availability, which Dell does not control
- Not present in the scanner's fundamentals file, so margins, ROE, debt and earnings quality are unverified here - insufficient data
#3GROWTH 0992.HK — LENOVO GROUP 📅 2026-10-29
Technology · Clenow 31 · Mom 12m +224%
$33.80
52w high $34.90
Lenovo is the world's largest PC maker, but the reason it sits in a momentum-driven growth pool is its Infrastructure Solutions Group - the server and data-centre arm that builds AI compute for cloud service providers and enterprises, including its own Neptune liquid-cooling platform. The business is being re-rated from 'PC vendor on thin single-digit margins' to 'AI infrastructure supplier', and the Q1 FY2026/27 print is the evidence: group revenue a record $26.9bn (+43% y/y), ISG revenue $8.5bn (+98% y/y) with an all-time-high 9.1% operating margin and $777m operating profit, adjusted net income $1.1bn (+176% y/y), and AI-related revenue of $9.3bn, 35% of the group. Full-year FY2026 revenue was $83.1bn, up 20% on the prior year.
P/E: 31.49 (fwd 11.38)ROIC: +25%PEG: 1.29Rev Growth: +43%Margins: +1%ROE: +15%Mkt Cap: $54.28B
PRO
- Q1 FY2026/27 group revenue a record $26.9bn (+43% y/y) - described by the company as the best quarter in its history
- ISG revenue $8.5bn (+98% y/y) with operating profit $777m and an all-time-high 9.1% operating margin: the server business is finally profitable, not just large
- Adjusted net income $1.1bn (+176% y/y), crossing $1bn for the first time, with adjusted net margin up almost two points y/y
- Forward P/E 10.66 versus trailing 29.49 - the second-cheapest forward multiple in the basket, on ROIC of 25.5%
- AI-related revenue $9.3bn, 35% of group revenue, growing 60% y/y across both CSP and enterprise/SMB channels
CONTRO
- R2 0.607 - the weakest trend linearity of the five by a distance; the Clenow score leans on the alpha adjustment rather than on raw momentum
- Most exposed pick in the basket to the DRAM/NAND price spike: memory is the largest bill-of-materials line in both PCs and servers, so MU's upside is Lenovo's cost inflation
- PC/IDG remains the majority of revenue and is a low-single-digit-margin, cyclically mature business that dilutes the AI re-rating
- Not present in the scanner's fundamentals file: margins, ROE, debt and earnings quality unverified here - insufficient data
- Hong Kong listing (.HK) is in the production stack's NON_TR_TRADABLE_SUFFIXES exclusion list; execution on the primary broker is a separate problem from the signal
#4GROWTH CCC.L — COMPUTACENTER PLC ORD 7 5/9P
Technology · Clenow 19 · Mom 12m +115%
$5285.00
52w high $5670.00
P/E: 27.78 (fwd 19.31)ROIC: +24%PEG: 0.27Rev Growth: +72%Margins: +2%ROE: +23%Mkt Cap: $7.58B
#5GROWTH RXL.PA — REXEL
Technology · Clenow 5 · Mom 12m +34%
$36.50
52w high $39.30
P/E: 16.09 (fwd 12.36)ROIC: +11%PEG: 1.12Rev Growth: +2%Margins: +3%ROE: +13%Mkt Cap: $12.28B
#6GROWTH 2376.TW — GIGA-BYTE TECHNOLOGY CO
Technology · Clenow 5 · Mom 12m +37%
$350.00
52w high $397.50
P/E: 13.56 (fwd 9.53)ROIC: +16%PEG: 0.45Rev Growth: +41%Margins: +4%ROE: +32%Mkt Cap: $7.68B
#7GROWTH 1810.HK — XIAOMI-W
Technology · Clenow 0 · Mom 12m -52%
$26.18
52w high $59.45
P/E: 18.28 (fwd 16.86)ROIC: +10%PEG: 0.23Rev Growth: -6%Margins: +8%ROE: +13%Mkt Cap: $85.74B
#8GROWTH 6701.T — NEC CORP
Technology · Clenow 0 · Mom 12m +10%
$4841.00
52w high $6040.51
P/E: 24.14 (fwd 6.81)ROIC: +13%PEG: 0.72Rev Growth: +14%Margins: +8%ROE: +14%Mkt Cap: $41.72B
#9GROWTH BR — Broadridge Financial Solutions
Technology · Clenow 0 · Mom 12m -30%
$167.09
52w high $240.12
P/E: 17.39 (fwd 14.43)ROIC: +19%PEG: 0.50Rev Growth: +8%Margins: +15%ROE: +41%Mkt Cap: $19.05B
#10GROWTH CAP.PA — CAPGEMINI
Technology · Clenow 0 · Mom 12m -12%
$105.65
52w high $147.12
P/E: 13.54 (fwd 7.77)ROIC: +12%PEG: 0.69Rev Growth: +9%Margins: +6%ROE: +12%Mkt Cap: $20.31B
Value TOP 10(10)
Settori non-growth. Ranking Clenow + filtro PEG/ROIC.
#1VALUE 2059.TW — KING SLIDE WORKS CO
Consumer Cyclical · Clenow 240 · Mom 12m +304%
$12045.00
52w high $14459.00
P/E: 68.51 (fwd 24.70)ROIC: +40%PEG: 1.13Rev Growth: +156%Margins: +68%ROE: +63%Mkt Cap: $36.73B
#2VALUE LQDA — Liquidia Corporation
Healthcare · Clenow 171 · Mom 12m +163% · W: Accumulation A (SC)
$68.45
52w high $91.03
Liquidia is a specialty pharmaceutical company commercializing YUTREPIA, an inhaled treprostinil powder for pulmonary arterial hypertension and interstitial lung disease. On September 3 the FDA granted Fast Track designation to YUTREPIA for Raynaud's phenomenon linked to systemic sclerosis, a new indication opportunity; the drug already generated $170.4 million in Q2 2026 net sales, up 31% quarter over quarter. Revenue growth is running at 1,843% off a small base, net margins are 31%, and ROE exceeds 100%; the forward P/E sits at a compressed 12x versus 48x trailing.
P/E: 48.89 (fwd 12.12)ROIC: +50%Rev Growth: +1843%Margins: +31%ROE: +132%Mkt Cap: $6.13B
#3VALUE 2887.TW — TS FINANCIAL HOLDING CO LTD
Financial Services · Clenow 116 · Mom 12m +168%
$44.40
52w high $44.40
P/E: 23.31 (fwd 14.13)ROIC: +17%PEG: 1.16Rev Growth: +362%Margins: +49%ROE: +17%Mkt Cap: $34.68B
#4VALUE BGEO.L — LION FINANCE GROUP PLC ORD 1P
Financial Services · Clenow 74 · Mom 12m +76%
$13700.00
52w high $13700.00
Lion Finance Group, parent of Bank of Georgia, is the leading universal bank in Georgia with growing operations in Armenia, spanning retail, corporate and investment banking. H1 2026 profit rose 28% year over year with ROE at 27-28%, driven by digital-led loan book and deposit growth, prompting the board to raise dividends and launch a new share buyback; shares traded ex-dividend September 10. Revenue growth stands at 23%, net margins at 52%, and ROE at 28%; the stock trades at 9x trailing and 7x forward earnings.
P/E: 9.01 (fwd 7.51)ROIC: +28%PEG: 0.40Rev Growth: +23%Margins: +52%ROE: +28%Mkt Cap: $7.93B
#5VALUE EB5.SI — First Resources
Consumer Defensive · Clenow 64 · Mom 12m +217% · W: Markdown
$5.06
52w high $5.06
First Resources is a Singapore-based palm oil producer that cultivates oil palms and processes crude palm oil and palm kernel across Indonesia, spanning plantation, milling, refining and processing operations. Macquarie recently flagged the stock as a key upstream crude palm oil beneficiary of a bullish sector outlook, though Indonesia's new state-controlled export framework for palm oil introduced regulatory uncertainty earlier in 2026. Revenue growth is running at 45%, net margins at 22%, and ROE at 29%; the stock trades at 13x trailing and 12x forward earnings.
P/E: 14.22 (fwd 13.40)ROIC: +20%PEG: 1.36Rev Growth: +45%Margins: +22%ROE: +29%Mkt Cap: $6.22B
#6VALUE BMPS.MI — BANCA MONTE PASCHI SIENA
Financial Services · Clenow 57 · Mom 12m +61%
$11.79
52w high $12.04
Banca Monte dei Paschi di Siena is one of Italy's oldest banks, providing retail and corporate banking, asset management, private banking and insurance products. The stock trades near its 52-week high around €11.4; Goldman Sachs initiated coverage with a Buy in May while Barclays maintained a more cautious Hold in August. Revenue growth stands at 99% off a low base, net margins at 52%, and ROE at 15%; the stock trades at a modest 10x trailing and 13x forward earnings, reflecting the bank's ongoing post-crisis turnaround.
P/E: 9.93 (fwd 13.37)ROIC: +15%PEG: 0.96Rev Growth: +100%Margins: +52%ROE: +15%Mkt Cap: $41.58B
#7VALUE TGTX — TG Therapeutics, Inc.
Healthcare · Clenow 53 · Mom 12m +75%
$55.85
52w high $59.06
TG Therapeutics is a biopharmaceutical company commercializing BRIUMVI, an anti-CD20 monoclonal antibody approved for relapsing forms of multiple sclerosis. Management raised 2026 revenue guidance to about $950 million on BRIUMVI momentum and presented at the Cantor Fitzgerald Global Healthcare Conference on September 9, highlighting a subcutaneous BRIUMVI formulation in Phase 3 development that could unlock 35-40% of the anti-CD20 MS market; buyout speculation has also surfaced. Revenue growth stands at 70%, net margins at 55%, and ROE above 100%; the stock trades at 20x trailing and 18x forward earnings.
P/E: 20.38 (fwd 18.84)ROIC: +40%PEG: 0.03Rev Growth: +70%Margins: +55%ROE: +100%Mkt Cap: $8.55B
#8VALUE A5G.IR — AIB GROUP PLC
Financial Services · Clenow 46 · Mom 12m +66%
$11.66
52w high $11.66
AIB Group is one of Ireland's largest retail and commercial banks, offering personal, business and corporate banking services domestically and through UK operations. H1 2026 profit after tax reached €939 million with return on tangible equity of 23.2%, supported by loan growth and higher fee income, while a €1 billion share buyback continues through December 2026; JPMorgan and Citi both raised price targets in recent weeks. Revenue growth stands at 2%, net margins at 49%, and ROE at 15%; the stock trades at 12x trailing and forward earnings.
P/E: 12.16 (fwd 11.90)ROIC: +15%PEG: 1.48Rev Growth: +2%Margins: +49%ROE: +15%Mkt Cap: $28.37B
PRO
- AIB Q1 2026 ha mantenuto guidance annuale: NII €0,92B, CET1 16,0% e credito impairment contenuto nelle fonti ufficiali.
- La banca distribuisce capitale: il piano 2025 include buyback €1B e dividendi rilevanti, supportati da CET1 16,2% a fine 2025.
- P/E 10,8x, forward P/E 10,3x e margini netti 49% sono interessanti per una banca europea con RoTE 2025 indicato al 25%.
- Il titolo è solo 1,8% sotto il massimo a 52 settimane, segnale che il mercato premia stabilità, capitale e ritorni agli azionisti.
CONTRO
- Revenue growth -11% e NII Q1 in calo del 3% annuo mostrano pressione da tassi più bassi.
- Current ratio e debt/equity non disponibili nel dataset: per banche è normale, ma limita confronto quantitativo con altri value.
- Dopo rerating vicino ai massimi, ulteriori upside dipendono da guidance NII, qualità credito e continuità dei buyback.
#9VALUE PKO.WA — PKOBP
Financial Services · Clenow 46 · Mom 12m +77%
$120.42
52w high $120.52
PKO Bank Polski is Poland's largest bank by assets, offering retail, corporate and investment banking services alongside insurance and asset management. Poland's central bank cut rates to 3.75% in March 2026, pressuring net interest margins, and PKO faces a PLN 487 million mandatory Bank Guarantee Fund contribution for the year; Citi downgraded the stock to Neutral in recent weeks while still raising its price target to PLN 93. Revenue growth is roughly flat, net margins stand at 37%, and ROE at 20%; the stock trades at 14x trailing and forward earnings.
P/E: 13.97 (fwd 14.00)ROIC: +20%PEG: 1.45Rev Growth: -0%Margins: +37%ROE: +20%Mkt Cap: $39.94B
#10VALUE VCTR — Victory Capital Holdings, Inc.
Financial Services · Clenow 39 · Mom 12m +56%
$103.72
52w high $120.59
P/E: 18.86 (fwd 12.12)ROIC: +14%PEG: 0.56Rev Growth: +24%Margins: +30%ROE: +19%Mkt Cap: $6.38B
Forward P/E Ranking — Top 15
Ordinato per forward P/E crescente. I titoli più in alto sono i meno cari rispetto agli utili attesi.
| # | Ticker | Nome | Sector | Fwd P/E | Clenow | ROIC |
|---|---|---|---|---|---|---|
| 1 | 6701.T | NEC CORP | Technology | 6.8 | 0 | 13% |
| 2 | BGEO.L | LION FINANCE GROUP PLC ORD 1P | Financial Services | 7.5 | 74 | 28% |
| 3 | CAP.PA | CAPGEMINI | Technology | 7.8 | 0 | 12% |
| 4 | 2376.TW | GIGA-BYTE TECHNOLOGY CO | Technology | 9.5 | 5 | 16% |
| 5 | 0992.HK | LENOVO GROUP | Technology | 11.4 | 31 | 25% |
| 6 | A5G.IR | AIB GROUP PLC | Financial Services | 11.9 | 46 | 15% |
| 7 | LQDA | Liquidia Corporation | Healthcare | 12.1 | 171 | 50% |
| 8 | VCTR | Victory Capital Holdings, Inc. | Financial Services | 12.1 | 39 | 14% |
| 9 | RXL.PA | REXEL | Technology | 12.4 | 5 | 11% |
| 10 | BMPS.MI | BANCA MONTE PASCHI SIENA | Financial Services | 13.4 | 57 | 15% |
| 11 | EB5.SI | First Resources | Consumer Defensive | 13.4 | 64 | 20% |
| 12 | PKO.WA | PKOBP | Financial Services | 14.0 | 46 | 20% |
| 13 | 2887.TW | TS FINANCIAL HOLDING CO LTD | Financial Services | 14.1 | 116 | 17% |
| 14 | BR | Broadridge Financial Solutions | Technology | 14.4 | 0 | 19% |
| 15 | 1810.HK | XIAOMI-W | Technology | 16.9 | 0 | 10% |