Industry
- Aerospace & Defense 12
- Analytics 10
- Apparel 6
- Bank 16
- Beverages / Food 4
- Car Manufacturing 7
- Chemicals 3
- Communication Services 3
- Consulting 3
- Consumer Defensive 10
- Consumer Discretionary 18
- Credit Services 10
- Cybersecurity 3
- Data 6
- Energy 12
- Entertainment 4
- Exchanges 5
- Farm & Heavy Construction Machinery 2
- Financial 46
- Food Processing 1
- Grocery Store 5
- Hardware 18
- Healthcare 6
- Holding Company 5
- Home Improvement 2
- Industrial 37
- Information Technology 16
- Insurance 15
- Investment Banking 5
- Logistics 9
- Luxury 6
- Market Infrastructure 9
- Materials 6
- Mining 3
- Oil & Gas 12
- Payment 5
- Personal Care & Beauty 1
- Pharmaceuticals 4
- Railroad 5
- Ratings 6
- Real Estate 5
- Restaurants 4
- Retail 16
- Semi-Conductors 17
- Software 17
- Technology 39
- Telecommunications 11
- Trade Distributors 4
- Utilities 6
- Waste Management 4
Telus Corporation (T) investment Quality Rating (B)
Old York Financial issues a (B) rating for Telus (T). Despite record 0.97% wireless churn, a 20% increase in share count and 3.1% ROIC since 2020 mark it as a "Diluted Utility." See the forensic diagnostic of the 2025 pivot.
Crown Castle (CCI) investment Quality Rating (B)
Old York Financial issues a (B) rating for Crown Castle (CCI). Facing high debt and a strategic pivot away from Fiber, CCI’s 3.2% ROIC and 2025 dividend cut mark it as a business in transition. See the forensic diagnostic.
American Tower (AMT) investment Quality Rating (BBB)
Old York Financial issues a (BBB) rating for American Tower (AMT). While its 67% EBITDA margins are best-in-class, its 7.8% ROIC and structural share dilution keep it below Sovereign status. Read the 2025 forensic diagnostic.
Digital Realty Trust (DLR) investment Quality Rating (BB)
Old York Financial assigns a (BB) rating to Digital Realty Trust (DLR). Despite record AI bookings, chronic share dilution and a 2.1% ROIC prevent it from reaching Sovereign status. Read the forensic breakdown of the "Hyperscale Trap."
Equinix (EQIX) investment Quality Rating (BBB)
Old York Financial issues an Operational Quality (BBB) rating for Equinix (EQIX). While its interconnection moat is dominant, its capital intensity and 8% ROIC fail the Yardstick for Sovereign status. See the forensic diagnostic of the world's digital landlord.