Mid-cap

Valeo builds vehicle technologies for electrification, thermal management, lighting, and driver assistance. Its industrial footprint and improving cash generation make it a notable name in auto components, especially as cars add more electronics and efficiency-focused systems.

Marriott Vacations Worldwide runs a branded vacation ownership platform spanning sales, financing, resort management, and exchange networks. Well-known hospitality brands and a large owner base support its long-term relevance, while a recovery in margins could reshape the outlook.

Urban Outfitters runs a portfolio of lifestyle brands led by Anthropologie, Free People, and Urban Outfitters, with Nuuly adding a fast-growing rental platform. Rising margins, solid cash generation, and moderate leverage make its operating profile worth a closer look.

Visteon builds the screens, cockpit software, and computing systems that are becoming more important in modern vehicles. A stronger balance sheet and solid cash generation make its auto-tech positioning worth a closer look.