Quality Value Dashboard | qv_charting_e2e_20260606

Universe1,282MXWO Index

QI cheap68quality improving + cheap

Depressed HQ cheap92depressed high quality + cheap

QD expensive76quality deteriorating + expensive

FY2 PB history258 x 1,272rows x columns

FY2 ROE history258 x 1,273rows x columns

Warnings3extraction checks

ChartingOnextract parameter

Methodology At A Glance

Canonical QV ranks companies on a 50% Quality Composite and 50% Value Composite. Quality rewards strong forward FY2 ROE versus the benchmark and sector peers, plus positive own-history ROE momentum. Value rewards cheaper relative P/E and EV/EBIT versus the index and sector.

Depressed HQ uses the same Value Composite, but replaces the quality momentum lens with a contrarian one: high-quality companies whose relative ROE is below their own 10-year norm. It is intended to surface cheap quality names with potential for recovery.

Top 100 Sector Mix

Canonical QV

Financials

25 25%

Industrials

17 17%

Materials

14 14%

Technology

12 12%

Consumer Discretionary

8 8%

Communications

7 7%

Health Care

6 6%

Energy

4 4%

Depressed HQ

Financials

19 19%

Industrials

13 13%

Health Care

12 12%

Technology

12 12%

Consumer Discretionary

9 9%

Materials

9 9%

Consumer Staples

8 8%

Communications

6 6%

Top 100 Country Mix

Canonical QV

49 49%

13 13%

9 9%

6 6%

4 4%

3 3%

2 2%

Depressed HQ

55 55%

6 6%

5 5%

4 4%

3 3%

Top 100 Relative PB / Relative ROE FY2 Panels

Top 25 By Sector Relative PB / Relative ROE FY2 Panels

Canonical QV Communications top company relative PB and ROE panel

Screen Tables

Rank	Dep HQ Rank	Ticker	Name	Country	Sector	Mkt Cap $bn	Quality	Value	Final	Dep HQ Final	Rel PB	Rel ROE FY2
1	587	REL LN Equity	RELX PLC	GB	Industrials	61.8	3.22	1.57	2.40	0.06	4.82	8.43
2	456	SGE LN Equity	Sage Group PLC/The	GB	Technology	10.5	2.87	1.91	2.39	0.29	9.37	4.49
3	206	WKL NA Equity	Wolters Kluwer NV	NL	Industrials	17.0	2.50	1.95	2.22	0.73	4.31	8.30
4	143	PGHN SW Equity	Partners Group Holding AG	CH	Financials	23.9	2.12	1.87	1.99	0.93	2.01	3.40
5	297	V US Equity	Visa Inc	US	Financials	624.6	2.43	1.51	1.97	0.56	3.96	4.14
6	711	NEM US Equity	Newmont Corp	US	Materials	106.4	2.76	1.10	1.93	-0.10	0.73	1.49
7	99	MA US Equity	Mastercard Inc	US	Financials	434.0	1.92	1.85	1.89	1.10	15.54	12.96
8	234	CMG US Equity	Chipotle Mexican Grill Inc	US	Consumer Discretionary	37.6	2.10	1.59	1.84	0.68	3.76	3.34
9	20	ZTS US Equity	Zoetis Inc	US	Health Care	33.3	1.36	2.30	1.83	1.57	2.48	3.84
10	1,029	LVS US Equity	Las Vegas Sands Corp	US	Consumer Discretionary	33.3	3.24	0.39	1.81	-0.61	6.67	7.05
11	198	ADBE US Equity	Adobe Inc	US	Technology	101.6	1.74	1.70	1.72	0.76	2.14	3.40
12	471	WPM CN Equity	Wheaton Precious Metals Corp	CA	Materials	52.8	1.73	1.63	1.68	0.26	1.37	1.05
13	767	6098 JP Equity	Recruit Holdings Co Ltd	JP	Industrials	97.3	2.46	0.88	1.67	-0.18	2.24	2.07
14	121	WTW US Equity	Willis Towers Watson PLC	GB	Financials	24.9	1.37	1.94	1.65	1.02	0.75	1.12
15	337	AMT US Equity	American Tower Corp	US	Real Estate	90.4	2.22	1.02	1.62	0.49	6.16	6.61
16	1,170	BBD/B CN Equity	Bombardier Inc	CA	Industrials	21.9	3.45	-0.23	1.61	-0.99		29.16
17	1,004	CRM US Equity	Salesforce Inc	US	Technology	152.1	2.12	1.03	1.57	-0.57	1.06	1.62
18	34	ADP US Equity	Automatic Data Processing Inc	US	Industrials	92.7	1.25	1.89	1.57	1.46	3.51	3.67
19	1,165	LGEN LN Equity	Legal & General Group PLC	GB	Financials	20.0	3.37	-0.24	1.56	-0.97	1.61	4.13
20	689	CSL US Equity	Carlisle Cos Inc	US	Materials	14.0	2.56	0.55	1.56	-0.08	2.03	3.05
21	590	EVN AU Equity	Evolution Mining Ltd	AU	Materials	16.8	2.36	0.75	1.55	0.05	1.01	1.70
22	630	FRES LN Equity	Fresnillo PLC	MX	Materials	29.4	2.43	0.65	1.54	0.01	1.52	2.04
23	520	EDV CN Equity	Endeavour Mining PLC	GB	Materials	12.6	2.32	0.76	1.54	0.17	0.90	2.08
24	611	K CN Equity	Kinross Gold Corp	CA	Materials	31.2	2.35	0.73	1.54	0.02	0.82	1.50
25	783	J US Equity	Jacobs Solutions Inc	US	Industrials	14.5	1.86	1.15	1.51	-0.22	1.05	1.33

Rank	Dep HQ Rank	Ticker	Name	Country	Sector	Mkt Cap $bn	Quality	Value	Final	Dep HQ Final	Rel PB	Rel ROE FY2
1	587	REL LN Equity	RELX PLC	GB	Industrials	61.8	3.22	1.57	2.40	0.06	4.82	8.43
2	456	SGE LN Equity	Sage Group PLC/The	GB	Technology	10.5	2.87	1.91	2.39	0.29	9.37	4.49
3	206	WKL NA Equity	Wolters Kluwer NV	NL	Industrials	17.0	2.50	1.95	2.22	0.73	4.31	8.30
4	143	PGHN SW Equity	Partners Group Holding AG	CH	Financials	23.9	2.12	1.87	1.99	0.93	2.01	3.40
5	297	V US Equity	Visa Inc	US	Financials	624.6	2.43	1.51	1.97	0.56	3.96	4.14
6	711	NEM US Equity	Newmont Corp	US	Materials	106.4	2.76	1.10	1.93	-0.10	0.73	1.49
7	99	MA US Equity	Mastercard Inc	US	Financials	434.0	1.92	1.85	1.89	1.10	15.54	12.96
8	234	CMG US Equity	Chipotle Mexican Grill Inc	US	Consumer Discretionary	37.6	2.10	1.59	1.84	0.68	3.76	3.34
9	20	ZTS US Equity	Zoetis Inc	US	Health Care	33.3	1.36	2.30	1.83	1.57	2.48	3.84
11	198	ADBE US Equity	Adobe Inc	US	Technology	101.6	1.74	1.70	1.72	0.76	2.14	3.40
12	471	WPM CN Equity	Wheaton Precious Metals Corp	CA	Materials	52.8	1.73	1.63	1.68	0.26	1.37	1.05
13	767	6098 JP Equity	Recruit Holdings Co Ltd	JP	Industrials	97.3	2.46	0.88	1.67	-0.18	2.24	2.07
14	121	WTW US Equity	Willis Towers Watson PLC	GB	Financials	24.9	1.37	1.94	1.65	1.02	0.75	1.12
15	337	AMT US Equity	American Tower Corp	US	Real Estate	90.4	2.22	1.02	1.62	0.49	6.16	6.61
17	1,004	CRM US Equity	Salesforce Inc	US	Technology	152.1	2.12	1.03	1.57	-0.57	1.06	1.62
18	34	ADP US Equity	Automatic Data Processing Inc	US	Industrials	92.7	1.25	1.89	1.57	1.46	3.51	3.67
21	590	EVN AU Equity	Evolution Mining Ltd	AU	Materials	16.8	2.36	0.75	1.55	0.05	1.01	1.70
22	630	FRES LN Equity	Fresnillo PLC	MX	Materials	29.4	2.43	0.65	1.54	0.01	1.52	2.04
23	520	EDV CN Equity	Endeavour Mining PLC	GB	Materials	12.6	2.32	0.76	1.54	0.17	0.90	2.08
24	611	K CN Equity	Kinross Gold Corp	CA	Materials	31.2	2.35	0.73	1.54	0.02	0.82	1.50
25	783	J US Equity	Jacobs Solutions Inc	US	Industrials	14.5	1.86	1.15	1.51	-0.22	1.05	1.33
27	589	ABX CN Equity	Barrick Mining Corp	CA	Materials	66.0	2.09	0.89	1.49	0.05	0.58	1.21
28	162	SCHW US Equity	Charles Schwab Corp/The	US	Financials	159.0	1.51	1.45	1.48	0.86	0.87	1.37
30	634	AEM CN Equity	Agnico Eagle Mines Ltd	CA	Materials	81.9	1.87	1.08	1.48	0.01	0.75	1.12
31	210	NVDA US Equity	NVIDIA Corp	US	Technology	4,963.4	1.67	1.24	1.46	0.73	6.09	3.92

Rank	Dep HQ Rank	Ticker	Name	Country	Sector	Mkt Cap $bn	Quality	Value	Final	Dep HQ Final	Rel PB	Rel ROE FY2
102	1	MRSH US Equity	Marsh & McLennan Cos Inc	US	Financials	79.7	-0.10	2.08	0.99	2.31	1.31	1.56
26	2	BR US Equity	Broadridge Financial Solutions	US	Financials	17.5	0.67	2.32	1.49	2.04	1.49	2.08
81	3	TSCO US Equity	Tractor Supply Co	US	Consumer Discretionary	15.6	0.07	2.05	1.06	2.04	1.49	2.18
46	4	COLOB DC Equity	Coloplast A/S	DK	Health Care	13.5	0.32	2.22	1.27	2.00	1.61	2.06
378	5	NOVOB DC Equity	Novo Nordisk A/S	DK	Health Care	195.5	-0.40	1.08	0.34	1.99	1.50	2.38
258	6	DGE LN Equity	Diageo PLC	GB	Consumer Staples	44.5	-0.44	1.59	0.58	1.80	0.92	1.33
384	7	RMS FP Equity	Hermes International SCA	FR	Consumer Discretionary	197.1	-0.97	1.63	0.33	1.76	2.16	1.27
39	8	PAYX US Equity	Paychex Inc	US	Industrials	36.0	0.80	1.91	1.35	1.71	2.15	2.77
101	9	AVY US Equity	Avery Dennison Corp	US	Materials	11.9	0.51	1.47	0.99	1.71	1.24	1.80
261	10	GIVN SW Equity	Givaudan SA	CH	Materials	33.3	-0.06	1.19	0.57	1.70	1.40	1.24
301	11	ELISA FH Equity	Elisa Oyj	FI	Communications	7.7	-0.07	1.02	0.48	1.68	1.14	1.74
400	12	GIB/A CN Equity	CGI Inc	CA	Technology	14.2	-1.48	2.11	0.32	1.66	0.48	0.98
94	13	ALLE US Equity	Allegion plc	IE	Industrials	11.2	0.12	1.88	1.00	1.64	1.28	1.60
182	14	PEP US Equity	PepsiCo Inc	US	Consumer Staples	194.0	0.35	1.12	0.74	1.61	2.18	2.68
718	15	REC IM Equity	Recordati Industria Chimica e	IT	Health Care	12.2	-0.81	0.58	-0.12	1.61	1.23	1.48
123	16	UMG NA Equity	Universal Music Group NV	NL	Communications	38.5	0.54	1.25	0.90	1.61	1.76	2.17
49	17	FSV CN Equity	FirstService Corp	CA	Real Estate	6.7	0.57	1.88	1.22	1.60	1.09	0.67
71	18	CDW US Equity	CDW Corp/DE	US	Technology	17.0	0.36	1.82	1.09	1.60	1.60	2.53
191	19	LPLA US Equity	LPL Financial Holdings Inc	US	Financials	23.1	0.31	1.12	0.71	1.58	0.98	1.58
9	20	ZTS US Equity	Zoetis Inc	US	Health Care	33.3	1.36	2.30	1.83	1.57	2.48	3.84
117	21	BRO US Equity	Brown & Brown Inc	US	Financials	20.0	-0.54	2.40	0.93	1.55	0.38	0.81
242	22	MSFT US Equity	Microsoft Corp	US	Technology	3,095.2	-0.60	1.81	0.60	1.53	1.79	1.51
184	23	REA AU Equity	REA Group Ltd	AU	Communications	14.7	0.24	1.22	0.73	1.51	2.45	1.74
297	24	OMC US Equity	Omnicom Group Inc	US	Communications	21.5	-0.24	1.21	0.49	1.51	0.55	1.45
459	25	PNDORA DC Equity	Pandora A/S	DK	Consumer Discretionary	6.7	-0.30	0.76	0.23	1.51	2.59	2.08

Rank	Dep HQ Rank	Ticker	Name	Country	Sector	Mkt Cap $bn	Quality	Value	Final	Dep HQ Final	Rel PB	Rel ROE FY2
102	1	MRSH US Equity	Marsh & McLennan Cos Inc	US	Financials	79.7	-0.10	2.08	0.99	2.31	1.31	1.56
26	2	BR US Equity	Broadridge Financial Solutions	US	Financials	17.5	0.67	2.32	1.49	2.04	1.49	2.08
81	3	TSCO US Equity	Tractor Supply Co	US	Consumer Discretionary	15.6	0.07	2.05	1.06	2.04	1.49	2.18
46	4	COLOB DC Equity	Coloplast A/S	DK	Health Care	13.5	0.32	2.22	1.27	2.00	1.61	2.06
378	5	NOVOB DC Equity	Novo Nordisk A/S	DK	Health Care	195.5	-0.40	1.08	0.34	1.99	1.50	2.38
258	6	DGE LN Equity	Diageo PLC	GB	Consumer Staples	44.5	-0.44	1.59	0.58	1.80	0.92	1.33
384	7	RMS FP Equity	Hermes International SCA	FR	Consumer Discretionary	197.1	-0.97	1.63	0.33	1.76	2.16	1.27
39	8	PAYX US Equity	Paychex Inc	US	Industrials	36.0	0.80	1.91	1.35	1.71	2.15	2.77
101	9	AVY US Equity	Avery Dennison Corp	US	Materials	11.9	0.51	1.47	0.99	1.71	1.24	1.80
261	10	GIVN SW Equity	Givaudan SA	CH	Materials	33.3	-0.06	1.19	0.57	1.70	1.40	1.24
301	11	ELISA FH Equity	Elisa Oyj	FI	Communications	7.7	-0.07	1.02	0.48	1.68	1.14	1.74
400	12	GIB/A CN Equity	CGI Inc	CA	Technology	14.2	-1.48	2.11	0.32	1.66	0.48	0.98
94	13	ALLE US Equity	Allegion plc	IE	Industrials	11.2	0.12	1.88	1.00	1.64	1.28	1.60
182	14	PEP US Equity	PepsiCo Inc	US	Consumer Staples	194.0	0.35	1.12	0.74	1.61	2.18	2.68
123	16	UMG NA Equity	Universal Music Group NV	NL	Communications	38.5	0.54	1.25	0.90	1.61	1.76	2.17
49	17	FSV CN Equity	FirstService Corp	CA	Real Estate	6.7	0.57	1.88	1.22	1.60	1.09	0.67
71	18	CDW US Equity	CDW Corp/DE	US	Technology	17.0	0.36	1.82	1.09	1.60	1.60	2.53
191	19	LPLA US Equity	LPL Financial Holdings Inc	US	Financials	23.1	0.31	1.12	0.71	1.58	0.98	1.58
117	21	BRO US Equity	Brown & Brown Inc	US	Financials	20.0	-0.54	2.40	0.93	1.55	0.38	0.81
242	22	MSFT US Equity	Microsoft Corp	US	Technology	3,095.2	-0.60	1.81	0.60	1.53	1.79	1.51
184	23	REA AU Equity	REA Group Ltd	AU	Communications	14.7	0.24	1.22	0.73	1.51	2.45	1.74
297	24	OMC US Equity	Omnicom Group Inc	US	Communications	21.5	-0.24	1.21	0.49	1.51	0.55	1.45
459	25	PNDORA DC Equity	Pandora A/S	DK	Consumer Discretionary	6.7	-0.30	0.76	0.23	1.51	2.59	2.08
253	26	ECL US Equity	Ecolab Inc	US	Materials	72.6	0.19	0.98	0.58	1.51	1.74	1.26
265	27	ADYEN NA Equity	Adyen NV	NL	Financials	29.7	0.07	1.05	0.56	1.49	1.17	1.17

Rank	Dep HQ Rank	Ticker	Name	Country	Sector	Mkt Cap $bn	Quality	Value	Final	Dep HQ Final	Rel PB	Rel ROE FY2
1,116	878	DOW US Equity	Dow Inc	US	Materials	24.5	-0.86	-0.58	-0.72	-0.36	0.38	0.60
1,117	672	SRE US Equity	Sempra	US	Utilities	59.8	-0.81	-0.64	-0.73	-0.04	0.44	0.54
1,128	798	SIE GR Equity	Siemens AG	DE	Industrials	239.7	-0.93	-0.58	-0.76	-0.23	0.77	0.80
1,129	671	H CN Equity	Hydro One Ltd	CA	Utilities	24.5	-0.81	-0.71	-0.76	-0.04	0.64	0.55
1,132	1,131	RBI AV Equity	Raiffeisen Bank International	AT	Financials	18.7	-0.88	-0.66	-0.77	-0.84	0.19	0.56
1,135	885	BCVN SW Equity	Banque Cantonale Vaudoise	CH	Financials	12.8	-0.99	-0.55	-0.77	-0.37	0.61	0.65
1,145	1,188	9101 JP Equity	Nippon Yusen KK	JP	Industrials	14.2	-0.98	-0.64	-0.81	-1.05	0.18	0.33
1,165	1,169	9104 JP Equity	Mitsui OSK Lines Ltd	JP	Industrials	13.1	-1.12	-0.66	-0.89	-0.98	0.17	0.33
1,169	691	AME US Equity	AMETEK Inc	US	Industrials	51.9	-1.16	-0.67	-0.92	-0.08	1.14	0.83
1,174	828	AFL US Equity	Aflac Inc	US	Financials	60.2	-1.00	-0.87	-0.94	-0.28	0.48	0.70
1,175	825	7272 JP Equity	Yamaha Motor Co Ltd	JP	Consumer Discretionary	7.8	-1.19	-0.68	-0.94	-0.27	0.24	0.56
1,177	936	AYV FP Equity	Ayvens SA	FR	Consumer Discretionary	10.1	-1.14	-0.75	-0.94	-0.45	0.19	0.53
1,180	1,079	IFX GR Equity	Infineon Technologies AG	DE	Technology	112.1	-0.77	-1.16	-0.97	-0.70	1.38	0.88
1,181	880	FTS CN Equity	Fortis Inc/Canada	CA	Utilities	28.4	-1.31	-0.63	-0.97	-0.36	0.42	0.46
1,185	819	TRP CN Equity	TC Energy Corp	CA	Energy	71.6	-0.82	-1.14	-0.98	-0.26	0.95	0.79
1,186	1,124	PANW US Equity	Palo Alto Networks Inc	US	Technology	221.7	-1.16	-0.80	-0.98	-0.83	1.92	0.54
1,189	1,196	MSTR US Equity	Strategy Inc	US	Technology	42.2	-1.16	-0.81	-0.99	-1.11	0.28	0.11
1,190	1,148	6954 JP Equity	FANUC Corp	JP	Industrials	46.9	-0.95	-1.03	-0.99	-0.90	0.92	0.61
1,191	1,065	CVS US Equity	CVS Health Corp	US	Health Care	122.4	-1.14	-0.85	-1.00	-0.67	0.38	0.61
1,195	849	DHI US Equity	DR Horton Inc	US	Consumer Discretionary	41.3	-1.01	-1.02	-1.02	-0.31	0.42	0.74
1,196	817	ML FP Equity	Cie Generale des Etablissement	FR	Consumer Discretionary	25.3	-1.15	-0.89	-1.02	-0.26	0.29	0.60
1,199	1,104	BG US Equity	Bunge Global SA	US	Consumer Staples	24.5	-0.91	-1.18	-1.05	-0.76	0.37	0.62
1,201	1,118	BOL FP Equity	Bollore SE	FR	Energy	17.8	-1.44	-0.66	-1.05	-0.80	0.15	0.08
1,202	916	6479 JP Equity	MINEBEA MITSUMI Inc	JP	Technology	13.3	-1.56	-0.57	-1.06	-0.42	0.53	0.55
1,203	1,089	4188 JP Equity	Mitsubishi Chemical Group Corp	JP	Materials	9.6	-1.38	-0.75	-1.06	-0.73	0.20	0.36

Extraction Warnings

Country 'US' = 52% of top quartile (>50%)
[value_index] 2 stocks with Relative_PB > 50 (possible currency mismatch)
[value_index] Z_PB_Expanding mean = -0.516 (expected ~0)

Appendix: Methodology

This dashboard ranks companies in the selected benchmark, currently MSCI World / MXWO Index, using a Quality Value framework. The model is designed to find companies that combine attractive valuation with strong or improving business quality.

The screen has two views: Canonical QV and Depressed HQ. Both use the same value score. They differ only in how the quality score is defined.

Canonical QV

Canonical QV is the base version of the model.

Final Score = 50% Quality Composite + 50% Value Composite

The Quality Composite combines:

Quality Level: how strong a company's forward FY2 ROE is versus the benchmark, ranked within its GICS sector.
Quality Momentum: whether that relative ROE is high or low versus the company's own 10-year history.

The Value Composite combines:

Value vs Index: whether the company is cheap versus the benchmark on relative valuation.
Value vs Sector: whether the company is cheap versus its own sector peers.

The scored valuation inputs are mainly relative P/E and EV/EBIT. Lower valuation is converted into a higher value score. For financials, where EV/EBIT is not meaningful, the model falls back more heavily to P/E. Relative P/B is shown in the charts as an important diagnostic, especially for financials, but it is not currently part of the scored value composite.

Depressed HQ

Depressed HQ is a complementary, more contrarian version of the screen.

It keeps the same Value Composite as Canonical QV, but changes the quality lens. Instead of rewarding companies whose relative ROE is high versus their own history, it looks for companies that still rank well on current quality but whose relative ROE is depressed versus their own historical norm.

In simple terms, Depressed HQ is trying to find good businesses, still cheap, where current quality looks cyclically or temporarily depressed.

Depressed HQ Score = 50% Depressed Quality + 50% Value Composite

This view is useful for identifying recovery candidates that may not look strongest on near-term momentum, but still have enough underlying quality to be interesting.

How To Read The Charts

The Relative P/B and Relative ROE panels are diagnostic charts for the companies selected by each approach. Switching between Canonical QV and Depressed HQ changes the selected company list. The chart definitions stay the same.

Relative P/B shows how expensive or cheap the company is versus the benchmark on price-to-book.
Relative ROE shows how profitable the company is versus the benchmark on forward ROE.
The most interesting candidates are often companies where relative valuation is low or normalizing while relative ROE is stable, improving, or cyclically depressed but recoverable.