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
Experian (EXPN) investment Quality Rating (A)
Experian (EXPN) earns an (A) rating. Forensic analysis of its 16.6% ROIC, the $1B "Cannibal" buyback program for 2026, and why it outperforms Equifax and TransUnion. Is Experian a Good Investment?
Great-West Lifeco (GWO) investment Quality Rating (A)
Great-West Lifeco (GWO) earns an (A) rating. Forensic analysis of its 18.2% Base ROE, the Empower 401(k) moat, and why $1.6B in share buybacks meet the Registry's "Cannibal" standards.
Arthur J. Gallagher & Co. (AJG) investment Quality Rating (A)
Arthur J. Gallagher (AJG) earns a (A) rating for 2025. Forensic analysis of its 10.2% net margin, the impact of the AssuredPartners merger, and why its equity dilution prevents a higher rating.
Travelers Companies (TRV) investment Quality Rating (A)
Travelers (TRV) earns a (A) rating for 2025. Forensic analysis of its $9.3B Owner Earnings, 19.4% Core ROE, and the impact of its $5B share buyback program.
Clean Harbors (CLH) investment Quality Rating (A)
Old York Financial issues an (A) rating for Clean Harbors (CLH). Analysis of its 17.2% ROIC, record $250M share retirement, and its monopoly-like incineration capacity in 2025.
CSX Corporation investment Quality Rating (A)
Old York Financial issues an (A) rating for CSX Corporation. Analysis of the 11.8% ROIC, $3.39B in Owner Earnings, and its eastern rail monopoly. See how the 2025 coal market impact affected capital velocity.
RTX Corporation (RTX) investment Quality Rating (A)
Old York Financial issues an (A) rating for RTX Corporation (RTX). Analysis of the record $268B backlog, 7.8% ROIC, and its recovery in 2025. See why the Pratt & Whitney "toll bridge" supports its (A) status.
Northrop Grumman (NOC) investment Quality Rating (A)
Old York Financial issues an (A) rating for Northrop Grumman (NOC). Analysis of the record $95.7B backlog, 10.8% ROIC, and its monopoly on stealth technology and the B-21 program.
General Dynamics (GD) investment Quality Rating (A)
Old York Financial issues an (A) rating for General Dynamics (GD). Analysis of the $118B backlog, 11.4% ROIC, and its maritime monopoly. See how the G800 launch impacts 2025 capital velocity.
Lockheed Martin (LMT) investment Quality Rating (A)
Old York Financial issues an (A) rating for Lockheed Martin (LMT). Analysis of the F-35 monopoly, 13.8% ROIC, and aggressive Equity Retraction through share retirement.
George Weston Limited (WN) investment Quality Rating (A)
Old York Financial assigns George Weston Limited (WN) an (A) Operational Quality Rating. Following its 2025 3-for-1 stock split and $1.2B in Corporate Free Cash Flow, WN is the ultimate Canadian holding company. See the forensic analysis of its 29% NAV growth.
Loblaw Companies Ltd. (L) investment Quality Rating (A)
Old York Financial assigns Loblaw (L) an (A) Operational Quality Rating. Following its 2025 PC Bank sale and 4-for-1 stock split, Loblaw remains Canada's retail sovereign with $6.6B in Owner Earnings and 10.2% ROIC. See the forensic analysis of its Shoppers Drug Mart moat.
Metro Inc. (MRU) investment Quality Rating (A)
Old York Financial assigns Metro Inc. (MRU) an (A) Operational Quality Rating. With $1.16B in Owner Earnings and a 31-year dividend streak, Metro is Canada's grocery fortress. See the forensic analysis of its 9.1% ROIC and pharmacy-led margin stability.
CGI Inc. (GIB.A) investment Quality Rating (A)
Old York Financial assigns CGI Inc. (GIB.A) an (A) Operational Quality Rating. With a $31B backlog and $2.3B in Owner Earnings, CGI is the "Metronome" of IT Services. See why its capital-light model and 16% adjusted ROIC earn it an (A) rating.
Canadian Natural Resources (CNQ) investment Quality Rating (A)
Old York Financial issues a (A) Operational Quality Rating for Canadian Natural Resources (CNQ). Analysis of $17.62B Owner Earnings, 100% Free Cash Flow return policy, and record 1.62M BOE/d production. View the 2025 energy sovereign registry.
Brookfield Corporation (BN) investment Quality Rating (A)
Old York Financial issues a (A) Operational Quality Rating for Brookfield Corporation (BN). Forensic analysis of $16.11B Owner Earnings, $112B in 2025 fundraising, and the record $188B in deployable capital. View the 2025 alternative sovereign registry.
NXP Semiconductors N.V. (NXPI) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for NXP Semiconductors (NXPI). Forensic analysis of $3.28B Owner Earnings, 58% automotive revenue concentration, and SDV growth. View the 2025 industrial semiconductor registry.
Qualcomm Inc. (QCOM) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for Qualcomm Inc. (QCOM). Forensic analysis of $14.9B Owner Earnings, 72% licensing margins, and the Automotive pivot. View the 2025 registry for the edge AI sovereign.
Synopsys, Inc. (SNPS) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for Synopsys (SNPS). Clinical analysis of the $11.4B backlog, Ansys integration impact, and $2.0B Owner Earnings. View the 2025 registry for EDA and AI design sovereigns.
CrowdStrike Holdings, Inc. (CRWD) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for CrowdStrike Holdings (CRWD). Forensic analysis of $1.35B Owner Earnings, 33% ARR growth, and the Falcon platform's AI dominance. View the 2025 registry for cybersecurity sovereigns.