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
TransUnion (TRU) investment Quality Rating (B)
TransUnion (TRU) earns a (B) rating. Forensic analysis of its 4.2% ROIC, the $5B debt anchor, and why its $300M buyback program fails the "Reduction" test.
Synchrony Financial (SYF) investment Quality Rating (B)
Synchrony Financial (SYF) earns a (B) rating. Forensic analysis of its 10.5% share count reduction, its $3.8B Owner Earnings, and why the 10% rate cap proposal threatens its core model.
Norfolk Southern (NSC) investment Quality Rating (B)
Old York Financial rates Norfolk Southern (NSC) a (B). Analysis of the 10.1% ROIC, the Union Pacific merger impact, and the $3.55B in Owner Earnings for fiscal 2025.
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.
Rogers Communications (RCI.B) investment Quality Rating (B)
Old York Financial issues a (B) rating for Rogers Communications (RCI.B). Despite dominant wireless margins and sports assets, high Shaw-merger debt and a 4.8% ROIC keep it in the "Vassal" tier. Read the forensic diagnostic.
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.
Nutrien (NTR) investment Quality Rating (B)
Why is Nutrien (NTR) a (B) rating? Our 2025 forensic diagnostic reveals a structural ROIC of 9%, zero pricing power, and $11 Billion in debt, failing the Sovereign Five criteria for elite businesses.
Atlassian Corp (TEAM) investment Quality Rating (B)
Old York Financial issues a (B) Operational Quality Rating for Atlassian (TEAM). Forensic analysis of the $1.6B Owner Earnings, negative 2.9% ROIC, and the $3.3B RPO backlog. View the 2025 registry for collaboration software ratings.
Intel Corporation (INTC) investment Quality Rating (B)
Intel (INTC) receives a (B) Operational Quality Rating for 2025. Forensic analysis of its $52.9B revenue, -4.2% operating margin, and the high-stakes 18A foundry pivot.
Boeing (BA) investment Quality Rating (B)
Boeing (BA) receives a (B) Operational Quality Rating for 2025. Forensic analysis of its $1.8B negative free cash flow, 777X delays, and the $9.6B asset sale gain.
Ford Motor Company (F) investment Quality Rating (B)
Ford Motor Company (F) receives a (B) Operational Quality Rating for 2025. Forensic analysis of its $8.2B net loss, the $19.5B EV pivot, and the 10.3% margin "Ford Pro" engine.
General Motors (GM) investment Quality Rating (B)
General Motors (GM) receives a (B) Operational Quality Rating for 2025. Forensic analysis of its 5.1% ROE, $10.6B adjusted free cash flow, and EV restructuring impacts.
Estée Lauder (EL) investment Quality Rating (B)
Estée Lauder (EL) receives a (B) Operational Quality Rating for 2025. Forensic analysis of its $1.13B net loss, Asia travel retail friction, and 2025 ROIC/ROE metrics.
Starbucks Corporation (SBUX) investment Quality Rating (B)
Forensic (B) rating for Starbucks (SBUX). Old York Financial Analysis SBUX’s $5B Owner Earnings, margin collapse, and "Back to Starbucks" turnaround. See why negative equity and 200% payout ratios signal 2026 risk.
Tesla, Inc. (TSLA) investment Quality Rating (B)
Access the forensic (B) rating for Tesla (TSLA). Old York Financial audits Tesla’s first revenue drop, 4.6% ROE, and the $20B AI CapEx mandate. See why the "Machine in Mutation" is a high-risk play for the private principal.