Lubin Investment · Blog

8 non-US stocks at 10/10: the world's hidden gems

2026-06-23 ·

Our screener covers 5,000+ stocks globally. Among non-US companies, 8 score 10/10: TOTVS (Brazil, ERP SaaS), Hero MotoCorp (India, motorcycles), HKEX (HK, exchange), Bandai Namco (Japan, games), Advantest (Japan, semiconductor test), UCB (Belgium, pharma), DPM (Canada, gold) and FUTU (China/Nasdaq, brokerage).

The 8 non-US companies rated 10/10

CompanyCountry/ExchangeSectorP/FCFAccess
TOTVS (TOTS3.SA)Brazil / B3ERP SaaS for SMEs20.9×IBKR / Brazilian market
Hero MotoCorpIndia / NSETwo-wheelers13.4×NSE (HEROMOTOCO.NS)
HKEX (0388.HK)Hong Kong / HKEXExchange & markets21.0×IBKR / HK market
Bandai Namco (7832.T)Japan / TSEGames & entertainment16.7×IBKR / JP market
Advantest (6857.T)Japan / TSESemiconductor testing74.2×ADR on NYSE (ATEYY)
UCB (UCB.BR)Belgium / Euronext BXLPharma (neurology)27.5×Euronext Brussels
DPM Precious MetalsCanada / TSXGold mining13.1×TSX (DPM)
FUTU HoldingsChina/HK / NasdaqOnline brokerage0.34×Nasdaq (FUTU)

The most interesting profiles

HKEX (Hong Kong Exchanges) is the Hong Kong Stock Exchange — a regulatory monopoly on HK markets and partly on Chinese market connectivity (Shanghai Connect). One of the best business models globally: recurring revenue on transactions, listing fees, and derivatives. P/FCF of 21× for a stock exchange quasi-monopoly — comparable to CME or ICE in the US. Bandai Namco (7832.T) is the Japanese group behind Dragon Ball, One Piece, Gundam, Dark Souls (via FromSoftware) and Pac-Man — very long-duration IP monetized in video games, toys, and licensing. Advantest (6857.T) is the world leader in semiconductor test equipment — oligopolistic niche with KLA and Teradyne. The 74.2× P/FCF reflects the AI semiconductor investment boom.

UCB: the Belgian pharma most investors don't know

UCB SA (Euronext Brussels: UCB) is a Belgian pharmaceutical group specializing in neurology and immunology. Key drugs: Briviact and Vimpat (epilepsy), Bimzelx and Cimzia (dermatology/rheumatology). Market cap ~€20B. 10/10 in our screener, P/FCF ~27.5×. UCB is little known to US/European investors outside Belgium — but accessible through most European brokers (Euronext Brussels).

FAQ

FUTU at 0.34× P/FCF: is that real?

FUTU Holdings is a Chinese online broker listed on Nasdaq. A P/FCF of 0.34× would mean the valuation is barely 1/3 of its annual FCF — extremely rare. This figure must be verified with FUTU's recent financials. Chinese stocks suffered massive derating post-2021 due to regulations (Didi, Alibaba), which could explain a very low valuation.

How to access Japanese stocks?

Japanese stocks (Bandai Namco 7832.T, Advantest 6857.T) are accessible via Interactive Brokers (direct Japanese market) or via US ADRs. Advantest has an ADR on NYSE under ticker ATEYY. Watch for JPY/USD FX risk.

Is UCB accessible for a US or European investor?

Yes. UCB is listed on Euronext Brussels — accessible via most European brokers or Interactive Brokers. Listed in EUR so no currency conversion for European investors.

Why so few non-US companies score 10/10?

Our screener is calibrated for companies generating growing FCF with low dilution and high ROIC. This profile is more common in US markets (governance, capital allocation discipline, developed capital markets). Emerging markets have beautiful exceptions (MELI, TOTVS, HEROMOTOCO) but the proportion is lower.

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About the author

Written by Lubin Danilo, founder of Lubin Investment. A self-taught individual investor, I have analyzed stocks through their fundamentals for several years and invest my own money with this method. I codified it into a tool that judges a company's quality and its price separately, using criteria drawn from the financial literature (Warren Buffett, Michael Mauboussin, Aswath Damodaran).