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Featured Content from MarketBeat Media 3 International Stocks Most U.S. Investors Have Never Heard OfReported by Bridget Bennett. First 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: The Biggest IPO Ever: Claim Your Stake Today
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 searching for 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 contend that Europe is broadly superior to the United States. He acknowledges that U.S. companies, on average, enjoy higher margins and stronger fundamentals. But that contrast is what makes selective European investing intriguing: when you find a European company that matches U.S. quality, you may be paying 14–15 times earnings instead of 25. Markets move in cycles. Historically, the United States outperforms 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 that investors consider allocating 40% to 50% of investable assets outside U.S. stocks for genuine geographic diversification. As he put it, quoting Buffett: "Only when the tide goes out do you discover who's been swimming naked." That backdrop frames the stocks he brought to the table. Games Workshop: The Compounder Hiding in Plain Sight The first name is one almost no U.S. investor will recognize: Games Workshop (LON: GAW). This U.K.-based company produces miniatures for tabletop board games—a niche business, and that's the point. Niches with fanatical customer bases often generate the pricing power that shows up in long-term returns. The GAW chart is remarkable. Games Workshop has returned 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 coming back. 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 run the company for more than 20 years, and a pending deal with Amazon (NASDAQ: AMZN) could be the next major catalyst. At current levels, this isn't a business whose growth story is finished—it's one where the moat appears to be 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 the name Slegers highlighted. This Swedish holding company dates to 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 activities, and growth investments. Since 2001, its share price has roughly doubled every five years. Slegers has met with the CFO and head of investor relations multiple times and says the management team "walks the talk." The case is straightforward: if you're seeking first-time European exposure, Investor AB has significantly outperformed the Stoxx Europe 600 over the medium and long term, and it has management incentives that are well 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, the richest person in Europe, owns roughly 50% and continues to add to his stake. Two dynamics make LVMH compelling at current prices. First, luxury's brand equity—built over decades—is hard to replicate or disrupt overnight. Second, the company's growth in China and broader Asia remains a powerful long-term tailwind. At roughly 20–21 times earnings, LVMH trades slightly below the S&P 500 average while offering fundamentals that are meaningfully better than the typical index constituent. Cheaper and better is a combination worth noting. 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 relative to U.S. peers. The risk is that European markets stay cheap longer than expected. The upside is that a rerating is already underway as institutional capital begins rotating 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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