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Here is the portfolio found based on a selection of US, EU, Aus and JP stocks:

sectorCompanyNameIndustryConsRecomgrowthmargindilutionpayout ratioval ratioStressed ratioConsens val ratio
Basic MaterialsCovestro AGPlastics2.2810.45%8.82%-0.80%23.39%21.061.211.56
Basic MaterialsCelanese CorporationCommodity Chemicals (NEC)2.1413.30%20.05%-6.31%19.68%12.371.171.30
Basic MaterialsSteel Dynamics, Inc.Iron & Steel (NEC)2.2521.43%10.39%-7.39%11.91%59.231.031.28
Basic MaterialsDenka Co LtdCommodity Chemicals (NEC)2.000.62%5.95%-0.84%37.74%1.640.801.38
Basic MaterialsShin-Etsu Chemical Co LtdDiversified Chemicals1.9010.34%19.36%-0.49%25.62%1.970.581.35
Basic MaterialsIngevity CorpCommodity Chemicals (NEC)2.008.54%11.57%-1.07%0.00%1.870.561.44
Basic MaterialsFMC CorpDiversified Chemicals2.2613.50%12.86%-1.90%31.91%2.130.511.24
Basic MaterialsScotts Miracle-Gro CoAgricultural Chemicals (NEC)1.918.94%9.49%-2.05%51.14%2.870.501.37
Basic MaterialsMartin Marietta Materials, Inc.Construction Materials (NEC)2.108.86%13.28%-0.33%20.89%0.940.471.36
Basic MaterialsEagle Materials, Inc.Cement & Concrete Manufacturing1.738.03%14.27%-3.73%8.23%2.100.461.40
Consumer CyclicalsD R Horton IncHomebuilding (NEC)1.9516.84%10.89%-1.30%9.21%18.804.541.52
Consumer CyclicalsKB HomeHomebuilding (NEC)2.1910.74%6.25%-2.32%8.81%11.921.081.54
Consumer CyclicalsHIKARI TSUSHIN, INC.Mobile Phone Retailers2.004.20%9.46%-0.52%32.41%2.381.061.54
Consumer CyclicalsSimpson Manufacturing Co, Inc.Construction Supplies & Fixtures (NEC)1.7516.05%13.31%-1.97%22.40%3.181.011.37
Consumer CyclicalsGroup 1 Automotive, Inc.New Car Dealers2.177.63%2.48%-5.32%6.22%12.030.951.54
Consumer CyclicalsComcast CorporationBroadcasting (NEC)2.188.28%13.74%-2.18%27.14%3.540.891.42
Consumer CyclicalsCarter's, Inc.Children's & Infants' Clothing Retailers2.201.37%7.89%-6.90%25.98%3.160.621.36
Consumer CyclicalsTempur Sealy International IncFurniture2.0010.47%7.99%-8.07%20.50%8.130.601.48
Consumer CyclicalsAGC IncConstruction Supplies & Fixtures (NEC)1.795.61%4.48%-0.88%37.26%2.570.591.42
Consumer CyclicalsLowe`s Companies IncHome Improvement Products & Services Retailers (NEC)1.837.87%5.71%-4.64%33.45%1.600.551.39
Consumer Non-CyclicalsHerbalife Nutrition LtdSpecial Foods & Wellbeing Products1.802.32%6.36%-11.99%0.00%13.053.051.93
Consumer Non-CyclicalsSundrug Co LtdRetail - Drugs with Grocery2.144.22%4.09%-0.55%27.78%1.881.451.50
Consumer Non-CyclicalsNichirei CorpFood Processing (NEC)2.171.81%3.38%-1.28%22.08%1.430.931.29
Consumer Non-CyclicalsMonster Beverage CorpEnergy Drinks2.1411.95%25.95%-2.26%0.00%1.180.751.20
Consumer Non-CyclicalsPhilip Morris International Inc.Tobacco (NEC)2.193.06%26.22%-0.22%91.26%1.090.671.11
Consumer Non-CyclicalsService Corporation InternationalPersonal Services (NEC)1.505.77%14.58%-4.92%24.58%2.000.591.13
Consumer Non-CyclicalsArcher-Daniels-Midland CoFood Processing (NEC)2.278.89%2.71%-0.48%40.19%1.660.501.13
Consumer Non-CyclicalsMondelez International IncFood Processing (NEC)1.672.94%12.56%-2.51%44.45%0.870.461.10
Consumer Non-CyclicalsCasey's General Stores IncSupermarkets & Convenience Stores2.0810.19%2.95%-0.89%16.19%1.520.361.19
Consumer Non-CyclicalsNissin Foods Holdings Co LtdReady-Made Meals2.103.42%6.01%-1.12%36.01%0.710.291.16
EnergyTotalEnergies SEIntegrated Oil & Gas2.0714.83%4.90%1.02%62.29%5.860.011.26
EnergySBM Offshore N.V.Oil Related Services and Equipment (NEC)1.551.60%6.61%-3.30%105.80%1.790.001.60
EnergyEni SpAIntegrated Oil & Gas1.92-2.80%0.33%-0.16%555.85%0.060.001.25
EnergyBP plcOil & Gas Refining and Marketing (NEC)2.083.57%-2.48%-1.34%-295.66%-0.150.001.27
EnergyConocoPhillipsOil & Gas Exploration and Production (NEC)1.9621.51%6.94%0.01%45.01%2.84-0.011.26
EnergyEOG Resources IncOil & Gas Exploration and Production (NEC)2.1316.24%12.39%1.13%54.60%1.64-0.021.26
EnergySiemens Energy AGRenewable Energy Equipment & Services (NEC)1.95-2.74%-0.70%-2.62%0.00%-0.12-0.061.64
EnergySchlumberger NVOil Related Services and Equipment (NEC)1.85-1.06%-8.97%1.17%-79.48%-0.47-0.831.30
EnergyHalliburton CompanyOil Related Services and Equipment (NEC)2.122.97%-5.42%1.42%-56.29%-0.50-0.961.33
FinancialsAxos Financial IncBanks (NEC)1.6313.85%41.02%-0.97%0.14%7.304.881.61
FinancialsFidelity National Financial IncProperty Insurance2.1415.36%11.43%-3.97%29.08%24.692.921.53
FinancialsMGIC Investment Corp.Property Insurance2.111.64%46.76%-8.81%14.70%8.221.821.37
FinancialsDiscover Financial ServicesRetail & Mortgage Banks1.955.66%34.90%-8.51%18.35%9.601.781.32
FinancialsAlly Financial IncConsumer Leasing1.856.52%27.95%-9.90%15.92%19.351.781.46
FinancialsCitizens Financial Group IncBanks (NEC)2.103.50%37.93%-3.83%34.94%4.351.721.38
FinancialsSynchrony FinancialConsumer Lending (NEC)2.052.50%19.53%-12.50%16.65%18.081.711.36
FinancialsRegions Financial CorpBanks (NEC)2.242.68%44.30%-5.63%34.73%4.291.651.30
FinancialsBlackRock, Inc.Investment Management & Fund Operators (NEC)1.778.67%30.78%-1.65%43.55%2.301.321.42
FinancialsAmeriprise Financial, Inc.Investment Management & Fund Operators (NEC)1.923.63%15.71%-7.80%24.71%3.651.211.35
HealthcareAMN Healthcare Services, Inc.Healthcare Facilities & Services (NEC)1.6314.79%5.86%-0.50%0.00%3.110.501.60
HealthcareAs One CorpMedical Equipment Wholesale1.508.34%7.75%-0.39%43.53%0.680.491.35
HealthcareFUJIFILM Holdings CorpMedical Equipment, Supplies & Distribution (NEC)1.880.81%6.29%-2.52%23.34%1.230.451.37
HealthcareAstellas Pharma IncPharmaceuticals (NEC)1.92-0.24%13.43%-2.65%42.91%0.810.441.33
HealthcareZoetis IncVeterinary Drugs1.608.73%22.65%-1.11%22.33%0.610.381.49
HealthcareAgilent Technologies IncAdvanced Medical Equipment & Technology (NEC)1.888.11%14.97%-2.02%24.97%0.800.331.42
HealthcareEdwards Lifesciences CorpAdvanced Medical Equipment & Technology (NEC)1.9211.07%22.27%-0.77%0.00%0.600.301.37
HealthcareAlign Technology, Inc.Medical Equipment, Supplies & Distribution (NEC)1.7922.97%25.84%-0.78%0.00%3.550.271.73
HealthcareOlympus CorpAdvanced Medical Equipment & Technology (NEC)1.691.66%6.02%-1.04%20.02%0.300.051.40
HealthcareStraumann Holding AGMedical Prosthetics1.85-3.40%19.26%0.40%34.74%0.110.0112.68
IndustrialsAshtead Group plcIndustrial Equipment Rental2.2115.09%17.09%-2.04%21.25%4.351.541.77
IndustrialsDeutsche Post AGCourier, Postal, Air Freight & Land-based Logistics (NEC)1.638.93%4.76%-0.41%41.17%4.041.521.74
IndustrialsSANKYU INC.Freight Trucking1.831.89%3.95%-0.62%23.84%2.271.111.41
IndustrialsTOYOTA INDUSTRIES CORPORATIONHeavy Machinery & Vehicles (NEC)2.069.59%7.16%-0.12%29.89%2.731.091.31
IndustrialsUnited Rentals, Inc.Industrial Equipment Rental2.2111.89%13.74%-3.24%0.00%3.501.001.41
IndustrialsGenpact LtdBusiness Support Services (NEC)2.088.96%9.28%-1.71%21.57%1.540.901.30
IndustrialsEnerSysBatteries & Uninterruptable Power supplies1.506.20%5.26%-1.22%20.86%1.790.891.73
IndustrialsEmcor Group IncConstruction & Engineering (NEC)1.806.47%3.06%-3.79%7.81%2.090.721.40
IndustrialsFedEx CorporationCourier, Postal, Air Freight & Land-based Logistics (NEC)1.8010.49%4.29%-0.92%18.80%3.230.641.40
IndustrialsFleetCor Technologies, Inc.Transaction & Payment Services2.228.74%30.64%-2.49%0.00%1.570.611.37
TechnologyMeta Platforms IncSocial Media & Networking1.9525.18%34.34%-3.21%0.00%9.762.471.52
TechnologyPayPal Holdings IncInternet Security & Transactions Services2.0815.36%14.81%-1.25%0.00%1.871.021.53
TechnologyASM International NV (Amsterdam)Semiconductor Machinery Manufacturing1.6722.35%30.05%-3.84%21.93%3.980.911.60
TechnologyApplied Materials, Inc.Semiconductor Machinery Manufacturing2.0015.70%21.46%-4.87%17.48%4.030.871.56
TechnologyAlphabet IncSearch Engines1.6320.74%22.26%-0.47%0.00%2.490.851.44
TechnologyAdobe IncApplication Software1.7718.02%28.51%-1.63%0.00%1.340.651.50
TechnologyAccenture PlcIT Services & Consulting (NEC)2.0410.09%10.97%-0.65%38.51%0.990.531.41
TechnologyBechtle AGIT Services & Consulting (NEC)1.9210.80%3.51%0.00%26.10%1.190.491.51
TechnologyUlvac IncSemiconductor Equipment & Testing (NEC)1.672.90%9.29%-0.03%16.40%1.700.391.53
TechnologyEntegris IncSemiconductor Equipment & Testing (NEC)1.5815.01%14.04%-0.67%14.22%0.970.351.46