Industry
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- Technology 39
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Equifax (EFX) investment Quality Rating (BBB)
Equifax (EFX) earns a (BBB) rating. Forensic analysis of its 8.15% ROIC, the 51.5% margins in Workforce Solutions, and why $1.2B in "Cannibal" buybacks can't hide its mortgage sensitivity.
Global Payments (GPN) investment Quality Rating (BBB)
Global Payments (GPN) earns a (BBB) rating. Forensic analysis of the Worldpay integration, its 5.3% Adjusted ROIC, and why its $2.5B "Cannibal" buyback program is masking structural margin pressures.
Capital One Financial (COF) investment Quality Rating (BBB)
Capital One (COF) earns a (BBB) rating. Forensic analysis of the Discover merger, the $20.7B credit loss provision, and why its new $16B buyback program marks a return to its "Cannibal" roots.
Allstate Corp (ALL) investment Quality Rating (BBB)
Allstate (ALL) earns a (BBB) rating. Analysis of its $7.8B Owner Earnings, the 2025 ROIC spike vs. historical averages, and why it remains a cyclical Price Follower.
Emerson Electric (EMR) investment Quality Rating (BBB)
Old York Financial analyzes Emerson Electric’s (EMR) transformation into an automation pure-play. Detailed review of 27.6% operating margins, 11.5% ROIC, and 2025 equity retraction.
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.
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.
Charter Communications (CHTR) investment Quality Rating (BBB)
Charter Communications (CHTR) receives a (BBB) Quality Rating. Forensic analysis of 9.0% ROIC, 31.5% ROE (leverage-adjusted), and the $5.4B share cannibalism strategy. See why Charter is the "Leveraged Pipe" of 2025.
Comcast (CMCSA) investment Quality Rating (BBB)
Comcast (CMCSA) earns a (BBB) Operational Quality Rating. Analysis of 7.1% ROIC, 20.4% ROE, and the 5% share retirement strategy. Explore why the "Utility Tanker" remains a cash flow giant despite broadband attrition and heavy CapEx friction in the 2025 Registry.
Agnico Eagle Mines (AEM) investment Quality Rating (BBB)
Does Agnico Eagle Mines (AEM) have pricing power? Our 2025 forensic audit reveals why AEM is a (BBB) "Price Taker" despite record gold prices, citing heavy maintenance CapEx and a history of shareholder dilution.
Saputo Inc. (SAP) investment Quality Rating (BBB)
Old York Financial assigns Saputo Inc. (SAP) a (BBB) Operational Quality Rating. Following its 2026 Argentina divestiture and $400M share buyback, Saputo shows strong EBITDA growth but remains limited by an 8% ROIC. See the forensic analysis of its US dairy network optimization.
Emera Inc. (EMA) investment Quality Rating (BBB)
Old York Financial assigns Emera Inc. (EMA) a (BBB) Operational Quality Rating. Despite a record $1B in adjusted net income and a Florida-focused $20B capital plan, EMA’s 4.8% ROIC keeps it in the BBB tier. See the forensic analysis of its debt and owner earnings.
Fortis Inc. (FTS) investment Quality Rating (BBB)
Old York Financial assigns Fortis Inc. (FTS) a (BBB) Operational Quality Rating. While FTS boasts a 52-year dividend streak, its 5.1% ROIC reflects the capital-heavy reality of regulated utilities. See the forensic analysis of its $2.2B Owner Earnings and 6.0x Debt/EBITDA ratio.
Pembina Pipeline (PPL) investment Quality Rating (BBB)
Old York Financial assigns Pembina Pipeline (PPL) a (BBB) Operational Quality Rating for 2025. With a stable 8.1% ROIC and $4.5B in Owner Earnings, Pembina is the "Toll-Bridge" of the WCSB. See why its fee-based model earns a BBB vs the A-rated sovereigns.
Imperial Oil (IMO) investment Quality Rating (BBB)
Old York Financial assigns Imperial Oil (IMO) an (BBB) Operational Quality Rating for 2025. With a 17.4% adjusted ROIC and $6.9B in Owner Earnings, IMO stands as the "Refined Fortress" alongside Exxon and CNQ. See the forensic breakdown of Kearl’s unit costs and the 100% FCF return model.
Cenovus Energy (CVE) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Cenovus Energy (CVE). Forensic analysis of 7.8% ROIC, 21.3% Operating Margins, and the $7.1B MEG Energy acquisition. View the 2025 integrated energy registry.
Hewlett Packard Enterprise (HPE) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Hewlett Packard Enterprise (HPE). Analysis of $3.39B Owner Earnings, Juniper Networks integration, and 23% networking margins. View the 2025 hybrid cloud registry.
Dell Technologies (DELL) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Dell Technologies (DELL). Analysis of $4.27B Owner Earnings, 6.5% operating margins, and the record $9B AI server backlog. View the 2025 infrastructure workhorse registry.
Micron Technology (MU) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Micron Technology (MU). Analysis of $12.2B Owner Earnings, HBM3E sold-out status through 2026, and the impact of 26% operating margins. View the 2025 memory sector registry.
BCE Inc. (BCE) investment Quality Rating (BBB)
BCE Inc. (Bell Canada) receives a (BBB) Operational Quality Rating for 2025. Forensic analysis of its $24.5B revenue, 3.4x leverage, and the strategic $1.75 dividend reset.