The Journal · September 26, 2026 · engine v0.5.0

The ledger week — 2026-09-26

Fair values that moved

New filings landed; the flagship DCF re-read them. A moved value is a business that changed, not a price that wiggled.

SRBKSR Bancorp, Inc.$9.87 → $26.03 (+164%)
LGCYLegacy Education Inc.$3.40 → $7.40 (+118%)
ACDCProFrac Holding Corp.$0.35 → $0.10 (-71%)
OTEXOPEN TEXT CORP$1.47 → $0.50 (-66%)
BAXBAXTER INTERNATIONAL INC$0.58 → $0.25 (-57%)
TRSTRIMAS CORP$0.44 → $0.19 (-57%)
TRTTRIO-TECH INTERNATIONAL$17.70 → $7.96 (-55%)
STSensata Technologies Holding plc$1.54 → $0.74 (-52%)
HFBLHome Federal Bancorp, Inc. of Louisiana$125.91 → $63.21 (-50%)
NFGNATIONAL FUEL GAS CO$3.25 → $1.74 (-46%)
AMBPArdagh Metal Packaging S.A.$0.37 → $0.20 (-46%)
EDUNew Oriental Education & Technology Group Inc.$15.87 → $8.73 (-45%)
New to the ledger (4)

First filings processed, first values published.

ABLZFABB LTDentered coverage
DAZSDZKGC New Energy Ltdentered coverage
RITRFReitar Logtech Holdings Ltdentered coverage
KNIHKioni Holdings Ltdentered coverage
Where the model changed its mind

The flagship DCF valued these last week and refuses now — a guard fired on the new numbers. The company page says why.

FCXFREEPORT-MCMORAN INCnow: not applicable
SNWVSANUWAVE Health, Inc.now: not applicable
SXCSunCoke Energy, Inc.now: not applicable
VRRMVERRA MOBILITY Corpnow: not applicable
FOURShift4 Payments, Inc.now: not applicable
LBLandBridge Co LLCnow: not applicable

Every finding above is computed by the same deterministic engine that runs the site — no hand-picked stocks, no takes. Click through to a company page for the numbers and the filings they came from.