Here is the portfolio found based on a selection of US, EU, Aus and JP stocks:
| sector | CompanyName | Industry | ConsRecom | growth | margin | dilution | payout ratio | val ratio | Stressed ratio | Consens val ratio |
| Basic Materials | Covestro AG | Plastics | 2.28 | 10.45% | 8.82% | -0.80% | 23.39% | 21.06 | 1.21 | 1.56 |
| Basic Materials | Celanese Corporation | Commodity Chemicals (NEC) | 2.14 | 13.30% | 20.05% | -6.31% | 19.68% | 12.37 | 1.17 | 1.30 |
| Basic Materials | Steel Dynamics, Inc. | Iron & Steel (NEC) | 2.25 | 21.43% | 10.39% | -7.39% | 11.91% | 59.23 | 1.03 | 1.28 |
| Basic Materials | Denka Co Ltd | Commodity Chemicals (NEC) | 2.00 | 0.62% | 5.95% | -0.84% | 37.74% | 1.64 | 0.80 | 1.38 |
| Basic Materials | Shin-Etsu Chemical Co Ltd | Diversified Chemicals | 1.90 | 10.34% | 19.36% | -0.49% | 25.62% | 1.97 | 0.58 | 1.35 |
| Basic Materials | Ingevity Corp | Commodity Chemicals (NEC) | 2.00 | 8.54% | 11.57% | -1.07% | 0.00% | 1.87 | 0.56 | 1.44 |
| Basic Materials | FMC Corp | Diversified Chemicals | 2.26 | 13.50% | 12.86% | -1.90% | 31.91% | 2.13 | 0.51 | 1.24 |
| Basic Materials | Scotts Miracle-Gro Co | Agricultural Chemicals (NEC) | 1.91 | 8.94% | 9.49% | -2.05% | 51.14% | 2.87 | 0.50 | 1.37 |
| Basic Materials | Martin Marietta Materials, Inc. | Construction Materials (NEC) | 2.10 | 8.86% | 13.28% | -0.33% | 20.89% | 0.94 | 0.47 | 1.36 |
| Basic Materials | Eagle Materials, Inc. | Cement & Concrete Manufacturing | 1.73 | 8.03% | 14.27% | -3.73% | 8.23% | 2.10 | 0.46 | 1.40 |
| Consumer Cyclicals | D R Horton Inc | Homebuilding (NEC) | 1.95 | 16.84% | 10.89% | -1.30% | 9.21% | 18.80 | 4.54 | 1.52 |
| Consumer Cyclicals | KB Home | Homebuilding (NEC) | 2.19 | 10.74% | 6.25% | -2.32% | 8.81% | 11.92 | 1.08 | 1.54 |
| Consumer Cyclicals | HIKARI TSUSHIN, INC. | Mobile Phone Retailers | 2.00 | 4.20% | 9.46% | -0.52% | 32.41% | 2.38 | 1.06 | 1.54 |
| Consumer Cyclicals | Simpson Manufacturing Co, Inc. | Construction Supplies & Fixtures (NEC) | 1.75 | 16.05% | 13.31% | -1.97% | 22.40% | 3.18 | 1.01 | 1.37 |
| Consumer Cyclicals | Group 1 Automotive, Inc. | New Car Dealers | 2.17 | 7.63% | 2.48% | -5.32% | 6.22% | 12.03 | 0.95 | 1.54 |
| Consumer Cyclicals | Comcast Corporation | Broadcasting (NEC) | 2.18 | 8.28% | 13.74% | -2.18% | 27.14% | 3.54 | 0.89 | 1.42 |
| Consumer Cyclicals | Carter's, Inc. | Children's & Infants' Clothing Retailers | 2.20 | 1.37% | 7.89% | -6.90% | 25.98% | 3.16 | 0.62 | 1.36 |
| Consumer Cyclicals | Tempur Sealy International Inc | Furniture | 2.00 | 10.47% | 7.99% | -8.07% | 20.50% | 8.13 | 0.60 | 1.48 |
| Consumer Cyclicals | AGC Inc | Construction Supplies & Fixtures (NEC) | 1.79 | 5.61% | 4.48% | -0.88% | 37.26% | 2.57 | 0.59 | 1.42 |
| Consumer Cyclicals | Lowe`s Companies Inc | Home Improvement Products & Services Retailers (NEC) | 1.83 | 7.87% | 5.71% | -4.64% | 33.45% | 1.60 | 0.55 | 1.39 |
| Consumer Non-Cyclicals | Herbalife Nutrition Ltd | Special Foods & Wellbeing Products | 1.80 | 2.32% | 6.36% | -11.99% | 0.00% | 13.05 | 3.05 | 1.93 |
| Consumer Non-Cyclicals | Sundrug Co Ltd | Retail - Drugs with Grocery | 2.14 | 4.22% | 4.09% | -0.55% | 27.78% | 1.88 | 1.45 | 1.50 |
| Consumer Non-Cyclicals | Nichirei Corp | Food Processing (NEC) | 2.17 | 1.81% | 3.38% | -1.28% | 22.08% | 1.43 | 0.93 | 1.29 |
| Consumer Non-Cyclicals | Monster Beverage Corp | Energy Drinks | 2.14 | 11.95% | 25.95% | -2.26% | 0.00% | 1.18 | 0.75 | 1.20 |
| Consumer Non-Cyclicals | Philip Morris International Inc. | Tobacco (NEC) | 2.19 | 3.06% | 26.22% | -0.22% | 91.26% | 1.09 | 0.67 | 1.11 |
| Consumer Non-Cyclicals | Service Corporation International | Personal Services (NEC) | 1.50 | 5.77% | 14.58% | -4.92% | 24.58% | 2.00 | 0.59 | 1.13 |
| Consumer Non-Cyclicals | Archer-Daniels-Midland Co | Food Processing (NEC) | 2.27 | 8.89% | 2.71% | -0.48% | 40.19% | 1.66 | 0.50 | 1.13 |
| Consumer Non-Cyclicals | Mondelez International Inc | Food Processing (NEC) | 1.67 | 2.94% | 12.56% | -2.51% | 44.45% | 0.87 | 0.46 | 1.10 |
| Consumer Non-Cyclicals | Casey's General Stores Inc | Supermarkets & Convenience Stores | 2.08 | 10.19% | 2.95% | -0.89% | 16.19% | 1.52 | 0.36 | 1.19 |
| Consumer Non-Cyclicals | Nissin Foods Holdings Co Ltd | Ready-Made Meals | 2.10 | 3.42% | 6.01% | -1.12% | 36.01% | 0.71 | 0.29 | 1.16 |
| Energy | TotalEnergies SE | Integrated Oil & Gas | 2.07 | 14.83% | 4.90% | 1.02% | 62.29% | 5.86 | 0.01 | 1.26 |
| Energy | SBM Offshore N.V. | Oil Related Services and Equipment (NEC) | 1.55 | 1.60% | 6.61% | -3.30% | 105.80% | 1.79 | 0.00 | 1.60 |
| Energy | Eni SpA | Integrated Oil & Gas | 1.92 | -2.80% | 0.33% | -0.16% | 555.85% | 0.06 | 0.00 | 1.25 |
| Energy | BP plc | Oil & Gas Refining and Marketing (NEC) | 2.08 | 3.57% | -2.48% | -1.34% | -295.66% | -0.15 | 0.00 | 1.27 |
| Energy | ConocoPhillips | Oil & Gas Exploration and Production (NEC) | 1.96 | 21.51% | 6.94% | 0.01% | 45.01% | 2.84 | -0.01 | 1.26 |
| Energy | EOG Resources Inc | Oil & Gas Exploration and Production (NEC) | 2.13 | 16.24% | 12.39% | 1.13% | 54.60% | 1.64 | -0.02 | 1.26 |
| Energy | Siemens Energy AG | Renewable Energy Equipment & Services (NEC) | 1.95 | -2.74% | -0.70% | -2.62% | 0.00% | -0.12 | -0.06 | 1.64 |
| Energy | Schlumberger NV | Oil Related Services and Equipment (NEC) | 1.85 | -1.06% | -8.97% | 1.17% | -79.48% | -0.47 | -0.83 | 1.30 |
| Energy | Halliburton Company | Oil Related Services and Equipment (NEC) | 2.12 | 2.97% | -5.42% | 1.42% | -56.29% | -0.50 | -0.96 | 1.33 |
| Financials | Axos Financial Inc | Banks (NEC) | 1.63 | 13.85% | 41.02% | -0.97% | 0.14% | 7.30 | 4.88 | 1.61 |
| Financials | Fidelity National Financial Inc | Property Insurance | 2.14 | 15.36% | 11.43% | -3.97% | 29.08% | 24.69 | 2.92 | 1.53 |
| Financials | MGIC Investment Corp. | Property Insurance | 2.11 | 1.64% | 46.76% | -8.81% | 14.70% | 8.22 | 1.82 | 1.37 |
| Financials | Discover Financial Services | Retail & Mortgage Banks | 1.95 | 5.66% | 34.90% | -8.51% | 18.35% | 9.60 | 1.78 | 1.32 |
| Financials | Ally Financial Inc | Consumer Leasing | 1.85 | 6.52% | 27.95% | -9.90% | 15.92% | 19.35 | 1.78 | 1.46 |
| Financials | Citizens Financial Group Inc | Banks (NEC) | 2.10 | 3.50% | 37.93% | -3.83% | 34.94% | 4.35 | 1.72 | 1.38 |
| Financials | Synchrony Financial | Consumer Lending (NEC) | 2.05 | 2.50% | 19.53% | -12.50% | 16.65% | 18.08 | 1.71 | 1.36 |
| Financials | Regions Financial Corp | Banks (NEC) | 2.24 | 2.68% | 44.30% | -5.63% | 34.73% | 4.29 | 1.65 | 1.30 |
| Financials | BlackRock, Inc. | Investment Management & Fund Operators (NEC) | 1.77 | 8.67% | 30.78% | -1.65% | 43.55% | 2.30 | 1.32 | 1.42 |
| Financials | Ameriprise Financial, Inc. | Investment Management & Fund Operators (NEC) | 1.92 | 3.63% | 15.71% | -7.80% | 24.71% | 3.65 | 1.21 | 1.35 |
| Healthcare | AMN Healthcare Services, Inc. | Healthcare Facilities & Services (NEC) | 1.63 | 14.79% | 5.86% | -0.50% | 0.00% | 3.11 | 0.50 | 1.60 |
| Healthcare | As One Corp | Medical Equipment Wholesale | 1.50 | 8.34% | 7.75% | -0.39% | 43.53% | 0.68 | 0.49 | 1.35 |
| Healthcare | FUJIFILM Holdings Corp | Medical Equipment, Supplies & Distribution (NEC) | 1.88 | 0.81% | 6.29% | -2.52% | 23.34% | 1.23 | 0.45 | 1.37 |
| Healthcare | Astellas Pharma Inc | Pharmaceuticals (NEC) | 1.92 | -0.24% | 13.43% | -2.65% | 42.91% | 0.81 | 0.44 | 1.33 |
| Healthcare | Zoetis Inc | Veterinary Drugs | 1.60 | 8.73% | 22.65% | -1.11% | 22.33% | 0.61 | 0.38 | 1.49 |
| Healthcare | Agilent Technologies Inc | Advanced Medical Equipment & Technology (NEC) | 1.88 | 8.11% | 14.97% | -2.02% | 24.97% | 0.80 | 0.33 | 1.42 |
| Healthcare | Edwards Lifesciences Corp | Advanced Medical Equipment & Technology (NEC) | 1.92 | 11.07% | 22.27% | -0.77% | 0.00% | 0.60 | 0.30 | 1.37 |
| Healthcare | Align Technology, Inc. | Medical Equipment, Supplies & Distribution (NEC) | 1.79 | 22.97% | 25.84% | -0.78% | 0.00% | 3.55 | 0.27 | 1.73 |
| Healthcare | Olympus Corp | Advanced Medical Equipment & Technology (NEC) | 1.69 | 1.66% | 6.02% | -1.04% | 20.02% | 0.30 | 0.05 | 1.40 |
| Healthcare | Straumann Holding AG | Medical Prosthetics | 1.85 | -3.40% | 19.26% | 0.40% | 34.74% | 0.11 | 0.01 | 12.68 |
| Industrials | Ashtead Group plc | Industrial Equipment Rental | 2.21 | 15.09% | 17.09% | -2.04% | 21.25% | 4.35 | 1.54 | 1.77 |
| Industrials | Deutsche Post AG | Courier, Postal, Air Freight & Land-based Logistics (NEC) | 1.63 | 8.93% | 4.76% | -0.41% | 41.17% | 4.04 | 1.52 | 1.74 |
| Industrials | SANKYU INC. | Freight Trucking | 1.83 | 1.89% | 3.95% | -0.62% | 23.84% | 2.27 | 1.11 | 1.41 |
| Industrials | TOYOTA INDUSTRIES CORPORATION | Heavy Machinery & Vehicles (NEC) | 2.06 | 9.59% | 7.16% | -0.12% | 29.89% | 2.73 | 1.09 | 1.31 |
| Industrials | United Rentals, Inc. | Industrial Equipment Rental | 2.21 | 11.89% | 13.74% | -3.24% | 0.00% | 3.50 | 1.00 | 1.41 |
| Industrials | Genpact Ltd | Business Support Services (NEC) | 2.08 | 8.96% | 9.28% | -1.71% | 21.57% | 1.54 | 0.90 | 1.30 |
| Industrials | EnerSys | Batteries & Uninterruptable Power supplies | 1.50 | 6.20% | 5.26% | -1.22% | 20.86% | 1.79 | 0.89 | 1.73 |
| Industrials | Emcor Group Inc | Construction & Engineering (NEC) | 1.80 | 6.47% | 3.06% | -3.79% | 7.81% | 2.09 | 0.72 | 1.40 |
| Industrials | FedEx Corporation | Courier, Postal, Air Freight & Land-based Logistics (NEC) | 1.80 | 10.49% | 4.29% | -0.92% | 18.80% | 3.23 | 0.64 | 1.40 |
| Industrials | FleetCor Technologies, Inc. | Transaction & Payment Services | 2.22 | 8.74% | 30.64% | -2.49% | 0.00% | 1.57 | 0.61 | 1.37 |
| Technology | Meta Platforms Inc | Social Media & Networking | 1.95 | 25.18% | 34.34% | -3.21% | 0.00% | 9.76 | 2.47 | 1.52 |
| Technology | PayPal Holdings Inc | Internet Security & Transactions Services | 2.08 | 15.36% | 14.81% | -1.25% | 0.00% | 1.87 | 1.02 | 1.53 |
| Technology | ASM International NV (Amsterdam) | Semiconductor Machinery Manufacturing | 1.67 | 22.35% | 30.05% | -3.84% | 21.93% | 3.98 | 0.91 | 1.60 |
| Technology | Applied Materials, Inc. | Semiconductor Machinery Manufacturing | 2.00 | 15.70% | 21.46% | -4.87% | 17.48% | 4.03 | 0.87 | 1.56 |
| Technology | Alphabet Inc | Search Engines | 1.63 | 20.74% | 22.26% | -0.47% | 0.00% | 2.49 | 0.85 | 1.44 |
| Technology | Adobe Inc | Application Software | 1.77 | 18.02% | 28.51% | -1.63% | 0.00% | 1.34 | 0.65 | 1.50 |
| Technology | Accenture Plc | IT Services & Consulting (NEC) | 2.04 | 10.09% | 10.97% | -0.65% | 38.51% | 0.99 | 0.53 | 1.41 |
| Technology | Bechtle AG | IT Services & Consulting (NEC) | 1.92 | 10.80% | 3.51% | 0.00% | 26.10% | 1.19 | 0.49 | 1.51 |
| Technology | Ulvac Inc | Semiconductor Equipment & Testing (NEC) | 1.67 | 2.90% | 9.29% | -0.03% | 16.40% | 1.70 | 0.39 | 1.53 |
| Technology | Entegris Inc | Semiconductor Equipment & Testing (NEC) | 1.58 | 15.01% | 14.04% | -0.67% | 14.22% | 0.97 | 0.35 | 1.46 |