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More Reading from MarketBeat.com 3 International Stocks Most U.S. Investors Have Never Heard OfWritten by Bridget Bennett. Originally Published: 3/20/2026. 
Key Points - The gap between United States and European equity valuations has widened, pushing some global stock pickers to look overseas for “quality at a reasonable price.”
- Pieter Slegers highlighted Games Workshop, Investor AB, and LVMH-Moet Hennessy Louis Vuitton as examples of durable businesses he believes are priced more attractively than many U.S. peers.
- The argument rests on selective stock-picking rather than a blanket “Europe is better” call, with the main risk being that cheaper European valuations persist longer than expected.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
U.S. markets have dominated for the better part of two decades. But the cycle may be turning—and the valuation gap between American and European equities is getting harder to ignore. Pieter Slegers of Compounding Quality spends his time finding businesses with high margins, strong balance sheets and durable competitive advantages. Increasingly, he says, the best risk-reward setups are showing up outside the United States. Why the U.S.-Europe Valuation Gap Matters Now Slegers doesn't argue that Europe is broadly superior to the United States. He readily acknowledges that U.S. companies, on average, have higher margins and stronger fundamentals. But that disparity is what makes selective European investing attractive right now: when you find a European company that matches U.S. quality, you often pay 14–15 times earnings instead of roughly 25. Markets move in cycles. Historically, the United States tends to outperform international markets for about eight years, then the pattern reverses. The current U.S. streak has lasted roughly 16 years—an unusually long run. Slegers recommends allocating about 40%–50% of investable assets to non-U.S. stocks for genuine geographic diversification. As he put it, quoting Warren Buffett: "Only when the tide goes out do you discover who's been swimming naked." That backdrop frames the stocks he highlighted. Games Workshop: The Compounder Hiding in Plain Sight The first name is one many U.S. investors will not recognize: Games Workshop (LON: GAW). This UK-based company produces miniatures for tabletop board games—an unusual niche, and that's the point. Niche businesses with fanatical customer bases tend to generate the pricing power that shows up in long-term stock performance. The GAW chart is remarkable. Games Workshop has compounded roughly 140-fold since 1994, making it one of the best-performing U.K. stocks over that period. The company raises prices about 5%–6% annually, and customers keep buying. Slegers compared the loyalty to addiction: "Once you are a Games Workshop player, you always stick to the game." One anecdote he shared involved a club leader who owned $125,000 worth of miniatures. The same CEO has led the company for more than 20 years, and a pending deal with Amazon (NASDAQ: AMZN) could be the next major catalyst. At current prices, this isn't a case where the growth story is over—it's one where the moat keeps widening. Investor AB: Europe's Answer to Berkshire Hathaway If you want broad European exposure through a single stock with a long track record, Investor AB (OTCMKTS: IVSBF) is a name Slegers highlighted. This Swedish holding company has existed since 1916, and the Wallenberg family still owns about 20% of the business. Investor AB operates across three segments: direct stakes in listed European companies like Atlas Copco (OTCMKTS: ATLKY) and ABB (NYSE: ABBNY), private-equity investments, and growth investments. Since 2001, the stock has roughly doubled every five years. Slegers has met multiple times with the CFO and head of investor relations and says the management team walks the talk. The case is straightforward: for investors seeking first-time European exposure, Investor AB has significantly outperformed the Stoxx Europe 600 over the medium and long term, with management incentives closely aligned with shareholders. LVMH Moët Hennessy Louis Vuitton: Luxury at a Discount to the S&P 500 LVMH Moët Hennessy Louis Vuitton (OTCMKTS: LVMUY) needs little introduction. The French luxury conglomerate behind Louis Vuitton, Dior and dozens of other iconic brands is one of Europe's largest companies. Bernard Arnault, Europe's richest person, owns roughly 50% and continues to add to his stake. Two dynamics make LVMH compelling at current prices. First, luxury is extraordinarily difficult to replicate—brand equity built over decades isn't easily disrupted. Second, the company's growth in China and broader Asia remains a powerful long-term tailwind. Trading at roughly 20–21 times earnings, LVMH is slightly below the S&P 500 average while offering materially stronger fundamentals than the typical index constituent. Cheaper and better is a compelling combination. The Common Thread Across These Names Every stock on this list shares a few traits: founder-led or long-tenured management, durable competitive advantages, and valuations that look attractive compared with U.S. peers. The risk is that European markets stay cheap longer than expected; the reward is a rerating as institutional capital rotates toward international equities. You don't need to go all-in on Europe to benefit. But ignoring the opportunity entirely—especially when quality names trade at meaningful discounts—means leaving diversification and potential returns on the table. That's the setup heading into the rest of 2026. Watch the full video above for a deeper look at these names (and more). | 
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