Rule #1 screen of every NYSE & Nasdaq stock
Run 2026-10-04, prices as of 2026-10-02. Wonderful businesses (Phil Town's Big Five) valued with Sticker Price, a 50% margin of safety, Payback Time and Ten Cap, plus the events that create bargains. Automated Stickers use history-based growth with no analyst haircut, so treat them as upper bounds. The research pages apply judgement.
Weekly scoutRule #1 weekly scout, 4 Oct 20262026-10-04Deep diveRule #1 / Buffett-Munger deep dive: Progressive (PGR), Kinsale Capital (KNSL), Adobe (ADBE)2026-10-03
Browse all 5,774 NYSE & Nasdaq stocks →Every listing with 1w–1y price moves, % off 52-week high, P/E, Sticker and buy price, and Big Five. Filter, sort and download as CSV.5,774
Listed (NYSE + Nasdaq)
4,602
With SEC XBRL history
270
Passed Big Five screen
262
Fully valued
13
In buy range
68
Buy on Payback / Ten Cap
38
On deck
Buy range 13
CSVPrice at or below the margin-of-safety price (50% of Sticker). This is Rule #1's strict buy signal.
| Ticker | Tier | Price | Buy (MOS) | Sticker | P/Stk | Payback | Ten Cap | g | ROIC 5y | Big 5 | Mkt cap | Events / flags |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OPFI OppFi Inc. | A | $5.97 | $14.54 | $29.08 | 0.21 | $66.64 | $44.70 | 14% | 275% | 9/10 | $514M | -49% off 52w high; insider buying (11 Form 4s, $0.29M); 13D: SCHEDULE 13D/A 2026-04-30; 8-K: 2026-09-21: 2.03 New debt obligation; 8.01 Other event; next report ~2026-11-09financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap |
| QFIN Qfin Holdings, Inc. | A | $6.46 | $7.86 | $15.72 | 0.41 | $179.80 | $118.85 | 14% | 24% | 9/11 | $879M | -79% off 52w high; insider buying (1 Form 4s, $0.06M); next report ~2026-10-05PE<5: check one-off gainsfinancial (bank/insurer/broker): OCF-based tests less meaningfulreports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 2 shares EPS from yahoo TTM to 2026-06-30micro-cap |
| KNSL KINSALE CAPITAL GROUP, INC. | A | $329.72 | $369.60 | $739.20 | 0.45 | $689.24 | $436.62 | 15% | 22% | 12/13 | $7.6B | -32% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful |
| BRBR BellRing Brands, Inc. | B | $7.43 | $21.30 | $42.60 | 0.17 | $30.10 | $19.07 | 15% | 40% | 8/11 | $877M | -79% off 52w high; insider buying (1 Form 4s, $0.02M); next report ~2026-11-03micro-cap |
| LULU lululemon athletica inc. | B | $94.46 | $182.25 | $364.50 | 0.26 | $187.21 | $118.59 | 15% | 34% | 11/15 | $10.8B | -58% off 52w high; 13D: SCHEDULE 13D/A 2026-09-03, SCHEDULE 13D/A 2026-08-03; 8-K: 2026-09-14: 5.02 Director/officer change; next report ~2026-12-03 |
| BYD BOYD GAMING CORP | B | $67.25 | $139.56 | $279.11 | 0.24 | $7.30 | $4.63 | 15% | 15% | 11/15 | $5.1B | -26% off 52w high; 8-K: 2026-08-13: 8.01 Other event; next report ~2026-10-29PE<5: check one-off gains |
| ARCO Arcos Dorados Holdings Inc. | B | $7.11 | $9.64 | $19.28 | 0.37 | $1.12 | $0.71 | 15% | 15% | 11/15 | $1.5B | -27% off 52w high; next report ~2026-10-08EPS from yahoo TTM to 2026-06-30 |
| ADBE ADOBE INC. | B | $237.69 | $268.65 | $537.30 | 0.44 | $415.00 | $262.89 | 15% | 30% | 11/15 | $95.8B | -35% off 52w high; 8-K: 2026-09-10: 2.02 Earnings release; next report ~2026-12-22 |
| NRDS NerdWallet, Inc. | C | $8.63 | $12.70 | $25.39 | 0.34 | $38.16 | $24.17 | 15% | -0% | 9/11 | $583M | -47% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-05micro-cap |
| ZTO ZTO Express (Cayman) Inc. | B | $19.50 | $20.82 | $41.64 | 0.47 | $19.38 | $12.27 | 15% | 12% | 11/15 | $16.0B | -26% off 52w high; 13D: SCHEDULE 13D/A 2026-09-22; next report ~2026-12-25reports in CNY, converted at 6.704 CNY/USD EPS from yahoo TTM to 2026-06-30 |
| TTD The Trade Desk, Inc. | C | $11.95 | $12.60 | $25.20 | 0.47 | $28.78 | $18.23 | 15% | 9% | 11/14 | $5.7B | -79% off 52w high; neg 8-K: 2026-09-04: Restructuring/exit costs; next report ~2026-11-05 |
| PTC PTC Inc. | C | $144.03 | $154.65 | $309.30 | 0.47 | $125.31 | $79.38 | 15% | 11% | 13/15 | $17.0B | -30% off 52w high; next report ~2026-10-30 |
| PDD PDD Holdings Inc. | C | $75.38 | $101.50 | $203.01 | 0.37 | $169.80 | $107.56 | 15% | 21% | 6/11 | $111.7B | -46% off 52w high; next report ~2026-10-07reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 4 shares EPS from yahoo TTM to 2026-06-30 |
Buy on Payback Time / Ten Cap 68
CSVBelow Town's Payback Time or Ten Cap price but not yet below MOS. Treat with care for insurers and brokers, whose cash flow includes float.
| Ticker | Tier | Price | Buy (MOS) | Sticker | P/Stk | Payback | Ten Cap | g | ROIC 5y | Big 5 | Mkt cap | Events / flags |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FUTU Futu Holdings Ltd | A | $102.17 | $97.07 | $194.13 | 0.53 | $579.77 | $367.27 | 15% | 19% | 11/11 | $14.4B | -50% off 52w high; next report ~2026-12-23financial (bank/insurer/broker): OCF-based tests less meaningfulreports in HKD, converted at 7.846 HKD/USD ADR: 1 ADS = 8 shares EPS from yahoo TTM to 2026-06-30 |
| INTU INTUIT INC. | A | $281.08 | $246.90 | $493.80 | 0.57 | $493.69 | $312.74 | 15% | 13% | 14/15 | $77.9B | -59% off 52w high; 8-K: 2026-08-25: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-18 |
| ELA ENVELA CORPORATION | A | $12.16 | $9.03 | $18.06 | 0.67 | $14.61 | $9.26 | 15% | 17% | 12/15 | $316M | -59% off 52w high; insider buying (1 Form 4s, $0.00M); next report ~2026-11-04micro-cap |
| PLMR Palomar Holdings, Inc. | A | $126.49 | $91.85 | $183.69 | 0.69 | $240.64 | $152.44 | 15% | 16% | 11/11 | $3.4B | insider buying (1 Form 4s, $0.00M); 8-K: 2026-08-11: 7.01 Reg FD disclosure; next report ~2026-11-04financial (bank/insurer/broker): OCF-based tests less meaningful |
| PGR PROGRESSIVE CORP/OH/ | A | $210.31 | $180.92 | $361.85 | 0.58 | $429.99 | $272.39 | 15% | 23% | 15/15 | $123.2B | 8-K: 2026-09-18: 7.01 Reg FD disclosure; next report ~2026-11-02financial (bank/insurer/broker): OCF-based tests less meaningful |
| DECK DECKERS OUTDOOR CORP | A | $79.12 | $58.98 | $117.96 | 0.67 | $123.15 | $80.67 | 14% | 34% | 13/15 | $11.0B | -35% off 52w high; 8-K: 2026-08-31: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-29 |
| ACGL ARCH CAPITAL GROUP LTD. | A | $93.60 | $66.69 | $133.37 | 0.70 | $269.86 | $170.95 | 15% | 18% | 13/15 | $33.2B | next report ~2026-11-03financial (bank/insurer/broker): OCF-based tests less meaningful |
| NTES NETEASE, INC. | A | $117.21 | $73.77 | $147.54 | 0.79 | $181.73 | $115.12 | 15% | 17% | 13/15 | $75.4B | -25% off 52w high; next report ~2026-12-23reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 5 shares EPS from yahoo TTM to 2026-06-30 |
| EVR EVERCORE INC. | A | $261.68 | $144.16 | $288.32 | 0.91 | $567.01 | $391.87 | 13% | 31% | 14/15 | $10.9B | -33% off 52w high; next report ~2026-11-04 |
| IPAR INTERPARFUMS, INC. | A | $113.95 | $78.45 | $156.90 | 0.73 | $121.19 | $76.77 | 15% | 21% | 12/15 | $3.6B | 8-K: 2026-09-22: 8.01 Other event; next report ~2026-11-03 |
| NMIH NMI Holdings, Inc. | A | $38.83 | $24.50 | $49.01 | 0.79 | $90.52 | $57.34 | 15% | 15% | 12/15 | $3.0B | next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningful |
| CARG CarGurus, Inc. | B | $30.02 | $27.30 | $54.60 | 0.55 | $53.46 | $33.87 | 15% | 24% | 11/15 | $2.8B | -27% off 52w high; 8-K: 2026-09-03: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-11-05 |
| BKNG Booking Holdings Inc. | B | $159.02 | $138.28 | $276.56 | 0.57 | $192.56 | $121.98 | 15% | 41% | 11/15 | $124.4B | -29% off 52w high; next report ~2026-11-03 |
| KTB KONTOOR BRANDS, INC. | A | $64.71 | $35.66 | $71.33 | 0.91 | $119.62 | $75.78 | 15% | 23% | 9/11 | $3.6B | -27% off 52w high; 8-K: 2026-09-24: 5.02 Director/officer change; next report ~2026-11-11 |
| TBBK THE BANCORP, INC. | B | $48.81 | $34.96 | $69.93 | 0.70 | $87.31 | $55.31 | 15% | 23% | 10/14 | $2.1B | -40% off 52w high; neg 8-K: 2026-09-04: Restructuring/exit costs; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningfulEPS from yahoo TTM to 2026-06-30 |
| CRUS CIRRUS LOGIC, INC. | A | $121.17 | $59.83 | $119.65 | 1.01 | $149.50 | $109.28 | 12% | 16% | 12/15 | $6.3B | -33% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-04 |
| HCI HCI Group, Inc. | C | $184.25 | $159.10 | $318.20 | 0.58 | $505.81 | $320.42 | 15% | 11% | 14/15 | $2.4B | 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-06financial (bank/insurer/broker): OCF-based tests less meaningful |
| CINF CINCINNATI FINANCIAL CORPORATION | A | $161.95 | $72.95 | $145.89 | 1.11 | $275.42 | $217.53 | 10% | 12% | 12/15 | $25.3B | insider buying (1 Form 4s, $0.17M); 8-K: 2026-09-28: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-26financial (bank/insurer/broker): OCF-based tests less meaningful |
| CF CF INDUSTRIES HOLDINGS, INC. | B | $115.01 | $79.56 | $159.11 | 0.72 | $165.94 | $123.87 | 11% | 27% | 11/15 | $17.7B | 8-K: 2026-09-03: 5.02 Director/officer change; next report ~2026-11-05 |
| COLB COLUMBIA BANKING SYSTEM, INC. | C | $28.92 | $22.49 | $44.99 | 0.64 | $64.24 | $44.27 | 13% | 11% | 10/13 | $8.4B | insider buying (1 Form 4s, $0.02M); 8-K: 2026-09-30: 7.01 Reg FD disclosure; next report ~2026-11-03financial (bank/insurer/broker): OCF-based tests less meaningfulEPS from yahoo TTM to 2026-06-30 |
| YALA YALLA GROUP LIMITED | B | $5.32 | $3.23 | $6.46 | 0.82 | $11.88 | $7.53 | 15% | 18% | 8/11 | $958M | -32% off 52w high; next report ~2026-12-30EPS from yahoo TTM to 2026-06-30micro-cap |
| LMB LIMBACH HOLDINGS, INC. | C | $49.10 | $27.97 | $55.94 | 0.88 | $66.31 | $42.01 | 15% | 13% | 10/15 | $592M | -57% off 52w high; insider buying (3 Form 4s, $0.52M); neg 8-K: 2026-09-09: Agreement terminated; next report ~2026-11-03micro-cap |
| DHI D.R. Horton, Inc. | A | $135.00 | $58.14 | $116.27 | 1.16 | $175.28 | $111.03 | 15% | 23% | 12/15 | $38.9B | -23% off 52w high; 8-K: 2026-09-15: 8.01 Other event; next report ~2026-10-22 |
| ABG ASBURY AUTOMOTIVE GROUP, INC. | C | $175.88 | $114.08 | $228.15 | 0.77 | $544.89 | $357.81 | 14% | 12% | 12/15 | $3.3B | -32% off 52w high; 13D: SCHEDULE 13D/A 2026-07-13; 8-K: 2026-08-31: 7.01 Reg FD disclosure; next report ~2026-10-30 |
| GCT GIGACLOUD TECHNOLOGY INC | A | $53.75 | $20.38 | $40.76 | 1.32 | $67.88 | $43.00 | 15% | 26% | 11/11 | $2.0B | 8-K: 2026-08-10: 8.01 Other event; next report ~2026-11-05 |
| HRMY HARMONY BIOSCIENCES HOLDINGS, INC. | B | $39.64 | $23.86 | $47.73 | 0.83 | $95.29 | $60.37 | 15% | 19% | 8/11 | $2.3B | next report ~2026-11-03 |
| MELI MercadoLibre, Inc. | A | $1,696.56 | $551.40 | $1,102.80 | 1.54 | $3,863.85 | $2,447.66 | 15% | 14% | 12/14 | $86.0B | -30% off 52w high; insider buying (1 Form 4s, $0.20M); 13D: SCHEDULE 13D/A 2026-06-18; 8-K: 2026-09-14: 8.01 Other event; next report ~2026-11-05 |
| ATLC Atlanticus Holdings Corp | A | $91.89 | $31.94 | $63.88 | 1.44 | $774.86 | $490.85 | 15% | 34% | 13/14 | $1.8B | 13D: SCHEDULE 13D/A 2026-07-06; 8-K: 2026-09-17: 8.01 Other event; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful |
| HTHT H World Group Ltd | B | $41.78 | $21.03 | $42.06 | 0.99 | $53.52 | $33.90 | 15% | 17% | 11/15 | $13.6B | -26% off 52w high; next report ~2027-01-01reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 10 shares EPS from yahoo TTM to 2026-06-30 |
| NRIM Northrim BanCorp, Inc. | B | $24.76 | $10.94 | $21.88 | 1.13 | $102.83 | $82.48 | 10% | 13% | 10/13 | $559M | insider buying (1 Form 4s, $0.03M); next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap |
| LRN Stride, Inc. | C | $78.89 | $44.04 | $88.08 | 0.90 | $119.29 | $91.53 | 11% | 12% | 11/15 | $3.7B | -49% off 52w high; next report ~2026-10-14 |
| PARR Par Pacific Holdings, Inc. | C | $84.00 | $71.92 | $143.84 | 0.58 | $131.41 | $83.24 | 15% | 18% | 9/15 | $4.2B | 8-K: 2026-09-28: 5.02 Director/officer change; 8.01 Other event; next report ~2026-11-04PE<5: check one-off gains |
| MCRI MONARCH CASINO & RESORT, INC. | B | $117.55 | $58.65 | $117.29 | 1.00 | $134.21 | $85.02 | 15% | 16% | 10/14 | $2.1B | next report ~2026-10-27 |
| IBKR INTERACTIVE BROKERS GROUP, INC. | A | $88.30 | $27.75 | $55.50 | 1.59 | $536.75 | $354.27 | 14% | 16% | 14/15 | $39.7B | insider buying (3 Form 4s, $0.01M); next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful |
| RLI RLI Corp | C | $55.94 | $36.99 | $73.98 | 0.76 | $75.24 | $56.04 | 11% | 25% | 10/15 | $5.2B | 8-K: 2026-08-13: 8.01 Other event; next report ~2026-10-23financial (bank/insurer/broker): OCF-based tests less meaningful |
| EXEL Exelixis Inc | C | $58.39 | $39.97 | $79.94 | 0.73 | $70.24 | $44.50 | 15% | 15% | 9/15 | $15.4B | 13D: SCHEDULE 13D/A 2026-08-14; 8-K: 2026-09-11: 8.01 Other event; next report ~2026-11-04 |
| CNM Core & Main, Inc. | C | $41.35 | $24.41 | $48.83 | 0.85 | $47.05 | $32.28 | 13% | 16% | 6/11 | $8.0B | -31% off 52w high; insider buying (1 Form 4s, $0.10M); 8-K: 2026-09-09: 2.02 Earnings release; next report ~2026-12-09 |
| EPAM EPAM SYSTEMS, INC. | B | $108.29 | $42.90 | $85.80 | 1.26 | $111.52 | $90.69 | 10% | 14% | 11/15 | $5.8B | -51% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05 |
| TOL Toll Brothers, Inc. | B | $136.61 | $63.08 | $126.17 | 1.08 | $180.08 | $114.08 | 15% | 19% | 10/14 | $13.1B | 8-K: 2026-08-18: 2.02 Earnings release; next report ~2026-11-27 |
| ESEA EUROSEAS LTD. | A | $72.42 | $23.69 | $47.38 | 1.53 | $313.43 | $198.55 | 15% | 24% | 12/15 | $503M | insider buying (2 Form 4s, $0.09M); next report ~2026-10-07PE<5: check one-off gainsEPS from yahoo TTM to 2026-06-30micro-cap |
Showing 40 of 68. Full list in the CSV download.
On deck 38
CSVBelow Sticker but above the buy price. Set alerts at the MOS price.
| Ticker | Tier | Price | Buy (MOS) | Sticker | P/Stk | Payback | Ten Cap | g | ROIC 5y | Big 5 | Mkt cap | Events / flags |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | A | $343.50 | $273.59 | $547.17 | 0.63 | $68.52 | $43.40 | 15% | 25% | 12/12 | $4.22T | 8-K: 2026-08-10: 8.01 Other event; next report ~2026-10-22 |
| APP AppLovin Corporation | A | $268.22 | $195.15 | $390.30 | 0.69 | $211.31 | $133.86 | 15% | 25% | 9/11 | $90.6B | -64% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04 |
| BOOT Boot Barn Holdings, Inc. | A | $121.88 | $76.35 | $152.70 | 0.80 | $60.21 | $38.14 | 15% | 21% | 15/15 | $3.7B | -42% off 52w high; 8-K: 2026-09-14: 7.01 Reg FD disclosure; next report ~2026-10-28 |
| NFLX NETFLIX INC | A | $67.06 | $47.70 | $95.40 | 0.70 | $41.13 | $26.06 | 15% | 20% | 13/15 | $287.0B | -46% off 52w high; next report ~2026-10-16 |
| FIVE Five Below, Inc. | A | $221.19 | $167.25 | $334.50 | 0.66 | $170.32 | $107.89 | 15% | 20% | 14/15 | $12.3B | 8-K: 2026-09-23: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-12-03 |
| XPEL XPEL, INC. | A | $44.97 | $29.70 | $59.40 | 0.76 | – | – | 15% | 28% | 11/11 | $1.2B | 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-06 |
| RMD ResMed Inc. | A | $218.89 | $156.45 | $312.90 | 0.70 | $178.29 | $112.94 | 15% | 20% | 12/15 | $32.0B | -23% off 52w high; neg 8-K: 2026-08-17: Auditor change; next report ~2026-10-22 |
| SMCI Super Micro Computer, Inc. | A | $43.69 | $32.40 | $64.81 | 0.67 | – | – | 15% | 21% | 12/15 | $30.5B | -26% off 52w high; 8-K: 2026-08-11: 2.02 Earnings release; next report ~2026-11-09 |
| LMAT LEMAITRE VASCULAR, INC. | A | $78.96 | $42.90 | $85.80 | 0.92 | $47.56 | $30.13 | 15% | 11% | 15/15 | $1.9B | -33% off 52w high; next report ~2026-11-04 |
| PAYC Paycom Software, Inc. | A | $220.99 | $141.75 | $283.50 | 0.78 | $187.22 | $118.60 | 15% | 25% | 13/15 | $10.7B | 13D: SCHEDULE 13D/A 2026-09-03; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-05 |
| AX Axos Financial, Inc. | A | $88.93 | $49.69 | $99.39 | 0.89 | $81.12 | $51.39 | 15% | 14% | 13/14 | $5.0B | 8-K: 2026-09-21: 2.01 Acquisition/disposition; next report ~2026-10-29financial (bank/insurer/broker): OCF-based tests less meaningful |
| IBP Installed Building Products, Inc. | B | $193.00 | $132.80 | $265.60 | 0.73 | $171.58 | $108.69 | 15% | 17% | 11/15 | $5.2B | -45% off 52w high; insider buying (1 Form 4s, $0.20M); 8-K: 2026-10-01: 7.01 Reg FD disclosure; next report ~2026-11-05 |
| MSFT MICROSOFT CORPORATION | A | $517.53 | $269.25 | $538.50 | 0.96 | $141.88 | $89.88 | 15% | 29% | 15/15 | $3.86T | 8-K: 2026-09-02: 7.01 Reg FD disclosure; next report ~2026-10-07 |
| ULTA ULTA BEAUTY, INC. | A | $543.69 | $300.35 | $600.70 | 0.91 | $391.53 | $264.16 | 14% | 56% | 13/15 | $23.7B | -24% off 52w high; 8-K: 2026-08-27: 2.02 Earnings release; next report ~2026-11-26 |
| NVDA NVIDIA CORP | A | $233.95 | $118.65 | $237.30 | 0.99 | $82.38 | $52.18 | 15% | 49% | 15/15 | $5.69T | 8-K: 2026-09-03: 8.01 Other event; next report ~2026-11-25 |
| BLBD Blue Bird Corp | B | $56.53 | $35.52 | $71.04 | 0.80 | $52.40 | $45.76 | 8% | 16% | 11/15 | $1.9B | -32% off 52w high; insider buying (1 Form 4s, $0.02M); 13D: SCHEDULE 13D 2026-04-08; 8-K: 2026-10-01: 8.01 Other event; next report ~2026-11-04 |
| TGLS TECNOGLASS HOLDINGS INC. | B | $34.74 | $20.45 | $40.91 | 0.85 | – | – | 15% | 23% | 12/15 | $1.5B | -49% off 52w high; 13D: SCHEDULE 13D/A 2026-05-13; 8-K: 2026-09-10: 8.01 Other event; next report ~2026-11-05 |
| SSD Simpson Manufacturing Co., Inc. | A | $173.56 | $90.45 | $180.90 | 0.96 | $169.84 | $113.62 | 14% | 18% | 13/15 | $7.2B | next report ~2026-11-05 |
| AON Aon plc | C | $269.45 | $235.95 | $471.90 | 0.57 | $230.08 | $151.35 | 14% | 22% | 9/15 | $57.8B | -30% off 52w high; insider buying (1 Form 4s, $6.55M); neg 8-K: 2026-09-22: Agreement terminated; next report ~2026-10-28financial (bank/insurer/broker): OCF-based tests less meaningful |
| META Meta Platforms, Inc. | A | $728.08 | $365.87 | $731.73 | 0.99 | $252.18 | $159.75 | 15% | 24% | 14/15 | $1.87T | next report ~2026-10-29 |
| PCTY PAYLOCITY HOLDING CORPORATION | A | $144.47 | $73.80 | $147.60 | 0.98 | $143.27 | $90.76 | 15% | 17% | 13/15 | $7.9B | 8-K: 2026-09-17: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-14 |
| WING WINGSTOP INC. | B | $106.89 | $63.45 | $126.90 | 0.84 | $73.96 | $46.85 | 15% | 28% | 11/15 | $2.9B | -65% off 52w high; 8-K: 2026-08-25: 5.02 Director/officer change; next report ~2026-10-28 |
| EXLS EXLSERVICE HOLDINGS, INC. | B | $35.75 | $23.55 | $47.10 | 0.76 | $29.84 | $18.90 | 15% | 18% | 11/14 | $5.6B | neg 8-K: 2026-08-18: Agreement terminated; next report ~2026-10-27 |
| URBN Urban Outfitters, Inc. | A | $80.80 | $40.69 | $81.38 | 0.99 | $51.22 | $33.65 | 14% | 14% | 13/15 | $7.1B | 8-K: 2026-08-27: 8.01 Other event; next report ~2026-12-09 |
| INCY INCYTE CORPORATION | C | $115.30 | $102.34 | $204.69 | 0.56 | $109.82 | $69.57 | 15% | 11% | 12/15 | $23.8B | 13D: SCHEDULE 13D/A 2026-05-11; 8-K: 2026-08-31: 8.01 Other event; next report ~2026-10-27 |
| BURL BURLINGTON STORES, INC. | B | $275.34 | $166.95 | $333.90 | 0.82 | $101.72 | $64.44 | 15% | 13% | 12/15 | $17.6B | -27% off 52w high; 8-K: 2026-08-27: 2.02 Earnings release; next report ~2026-11-26 |
| WAL WESTERN ALLIANCE BANCORPORATION | B | $76.38 | $45.02 | $90.03 | 0.85 | – | – | 14% | 12% | 10/13 | $8.3B | -21% off 52w high; next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningful |
| SFM Sprouts Farmers Market, Inc. | B | $64.47 | $33.43 | $66.87 | 0.96 | $51.97 | $37.56 | 12% | 26% | 11/15 | $6.1B | -44% off 52w high; 8-K: 2026-09-01: 5.02 Director/officer change; next report ~2026-10-28 |
| BX Blackstone Inc. | C | $111.75 | $67.05 | $134.10 | 0.83 | $109.19 | $69.17 | 15% | 16% | 9/14 | $88.6B | -34% off 52w high; insider buying (3 Form 4s, $12.21M); 8-K: 2026-09-22: 7.01 Reg FD disclosure; next report ~2026-11-06 |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | B | $127.27 | $70.47 | $140.93 | 0.90 | $112.75 | $71.43 | 15% | 19% | 11/15 | $9.8B | -29% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; 7.01 Reg FD disclosure; 8.01 Other event; next report ~2026-11-05 |
| IA INNOVATIVE SOLUTIONS AND SUPPORT, INC. | C | $18.99 | $12.35 | $24.71 | 0.77 | $12.39 | $7.85 | 15% | 14% | 12/15 | $346M | -39% off 52w high; 8-K: 2026-08-13: 2.02 Earnings release; next report ~2026-11-12micro-cap |
| CPRT COPART, INC. | C | $27.22 | $20.85 | $41.70 | 0.65 | $20.25 | $13.24 | 14% | 18% | 10/15 | $26.0B | -41% off 52w high; 8-K: 2026-09-10: 1.01 Material agreement; 7.01 Reg FD disclosure; next report ~2026-12-08 |
| LNG Cheniere Energy, Inc. | C | $269.95 | $205.53 | $411.06 | 0.66 | $210.10 | $133.09 | 15% | 21% | 9/15 | $56.6B | 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05 |
| TPB Turning Point Brands, Inc. | C | $55.64 | $30.50 | $60.99 | 0.91 | $15.56 | $9.88 | 15% | 12% | 9/15 | $1.1B | -62% off 52w high; 8-K: 2026-09-21: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-11-03 |
| ALLE Allegion plc | C | $154.21 | $86.93 | $173.86 | 0.89 | $122.76 | $77.76 | 15% | 20% | 10/15 | $13.3B | insider buying (1 Form 4s, $0.03M); 8-K: 2026-09-08: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-10-22 |
| TXRH Texas Roadhouse, Inc. | C | $156.14 | $87.00 | $174.01 | 0.90 | $97.17 | $61.56 | 15% | 27% | 10/15 | $10.3B | -28% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-06 |
| TTEK TETRA TECH INC | C | $33.12 | $17.20 | $34.39 | 0.96 | $29.76 | $20.93 | 13% | 14% | 9/14 | $8.7B | -23% off 52w high; 8-K: 2026-09-10: 8.01 Other event; next report ~2026-10-30 |
| DORM Dorman Products, Inc. | C | $123.06 | $64.94 | $129.88 | 0.95 | $99.55 | $70.91 | 12% | 11% | 9/15 | $3.7B | -25% off 52w high; next report ~2026-11-03 |
Event watch 44
CSVTier A/B businesses with a current event: a ≥20% drawdown, insider buying, an activist 13D or a negative 8-K.
| Ticker | Status | Tier | Price | Buy (MOS) | Sticker | P/Stk | Payback | Ten Cap | g | ROIC 5y | Big 5 | Mkt cap | Events / flags |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ORCL Oracle Corporation | ABOVE STICKER | B | $142.30 | $27.22 | $54.43 | 2.61 | – | – | 8% | 302% | 11/15 | $426.9B | -56% off 52w high; insider buying (1 Form 4s, $3.48M); 8-K: 2026-09-14: 8.01 Other event; next report ~2026-12-11 |
| GSHD GOOSEHEAD INSURANCE, INC. | ABOVE STICKER | B | $45.51 | $15.60 | $31.20 | 1.46 | $34.77 | $22.03 | 15% | 26% | 8/11 | $1.6B | -43% off 52w high; insider buying (3 Form 4s, $9.44M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful |
| OPFI OppFi Inc. | BUY | A | $5.97 | $14.54 | $29.08 | 0.21 | $66.64 | $44.70 | 14% | 275% | 9/10 | $514M | -49% off 52w high; insider buying (11 Form 4s, $0.29M); 13D: SCHEDULE 13D/A 2026-04-30; 8-K: 2026-09-21: 2.03 New debt obligation; 8.01 Other event; next report ~2026-11-09financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap |
| QFIN Qfin Holdings, Inc. | BUY | A | $6.46 | $7.86 | $15.72 | 0.41 | $179.80 | $118.85 | 14% | 24% | 9/11 | $879M | -79% off 52w high; insider buying (1 Form 4s, $0.06M); next report ~2026-10-05PE<5: check one-off gainsfinancial (bank/insurer/broker): OCF-based tests less meaningfulreports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 2 shares EPS from yahoo TTM to 2026-06-30micro-cap |
| BRBR BellRing Brands, Inc. | BUY | B | $7.43 | $21.30 | $42.60 | 0.17 | $30.10 | $19.07 | 15% | 40% | 8/11 | $877M | -79% off 52w high; insider buying (1 Form 4s, $0.02M); next report ~2026-11-03micro-cap |
| ELA ENVELA CORPORATION | BUY* | A | $12.16 | $9.03 | $18.06 | 0.67 | $14.61 | $9.26 | 15% | 17% | 12/15 | $316M | -59% off 52w high; insider buying (1 Form 4s, $0.00M); next report ~2026-11-04micro-cap |
| TPL TEXAS PACIFIC LAND CORPORATION | ABOVE STICKER | A | $340.19 | $117.60 | $235.20 | 1.45 | $134.02 | $84.90 | 15% | 41% | 10/11 | $23.5B | -38% off 52w high; insider buying (12 Form 4s, $0.01M); 13D: SCHEDULE 13D/A 2026-05-07, SCHEDULE 13D/A 2026-04-13; 8-K: 2026-09-25: 5.02 Director/officer change; 5.08; next report ~2026-11-04 |
| VITL Vital Farms, Inc. | NO STICKER | A | $9.06 | – | – | – | – | – | 15% | 10% | 10/11 | $390M | -80% off 52w high; neg 8-K: 2026-08-06: Agreement terminated; next report ~2026-11-05micro-cap |
| LULU lululemon athletica inc. | BUY | B | $94.46 | $182.25 | $364.50 | 0.26 | $187.21 | $118.59 | 15% | 34% | 11/15 | $10.8B | -58% off 52w high; 13D: SCHEDULE 13D/A 2026-09-03, SCHEDULE 13D/A 2026-08-03; 8-K: 2026-09-14: 5.02 Director/officer change; next report ~2026-12-03 |
| IBP Installed Building Products, Inc. | ON DECK | B | $193.00 | $132.80 | $265.60 | 0.73 | $171.58 | $108.69 | 15% | 17% | 11/15 | $5.2B | -45% off 52w high; insider buying (1 Form 4s, $0.20M); 8-K: 2026-10-01: 7.01 Reg FD disclosure; next report ~2026-11-05 |
| BLBD Blue Bird Corp | ON DECK | B | $56.53 | $35.52 | $71.04 | 0.80 | $52.40 | $45.76 | 8% | 16% | 11/15 | $1.9B | -32% off 52w high; insider buying (1 Form 4s, $0.02M); 13D: SCHEDULE 13D 2026-04-08; 8-K: 2026-10-01: 8.01 Other event; next report ~2026-11-04 |
| MELI MercadoLibre, Inc. | BUY* | A | $1,696.56 | $551.40 | $1,102.80 | 1.54 | $3,863.85 | $2,447.66 | 15% | 14% | 12/14 | $86.0B | -30% off 52w high; insider buying (1 Form 4s, $0.20M); 13D: SCHEDULE 13D/A 2026-06-18; 8-K: 2026-09-14: 8.01 Other event; next report ~2026-11-05 |
| BMI BADGER METER, INC. | ABOVE STICKER | A | $127.77 | $46.04 | $92.08 | 1.39 | $73.83 | $51.38 | 13% | 17% | 12/14 | $3.7B | -37% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22 |
| TGLS TECNOGLASS HOLDINGS INC. | ON DECK | B | $34.74 | $20.45 | $40.91 | 0.85 | – | – | 15% | 23% | 12/15 | $1.5B | -49% off 52w high; 13D: SCHEDULE 13D/A 2026-05-13; 8-K: 2026-09-10: 8.01 Other event; next report ~2026-11-05 |
| APP AppLovin Corporation | ON DECK | A | $268.22 | $195.15 | $390.30 | 0.69 | $211.31 | $133.86 | 15% | 25% | 9/11 | $90.6B | -64% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04 |
| DOCS Doximity, Inc. | ABOVE STICKER | A | $27.93 | $12.60 | $25.20 | 1.11 | $25.29 | $16.02 | 15% | 15% | 9/11 | $5.3B | -62% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05 |
| WING WINGSTOP INC. | ON DECK | B | $106.89 | $63.45 | $126.90 | 0.84 | $73.96 | $46.85 | 15% | 28% | 11/15 | $2.9B | -65% off 52w high; 8-K: 2026-08-25: 5.02 Director/officer change; next report ~2026-10-28 |
| INTU INTUIT INC. | BUY* | A | $281.08 | $246.90 | $493.80 | 0.57 | $493.69 | $312.74 | 15% | 13% | 14/15 | $77.9B | -59% off 52w high; 8-K: 2026-08-25: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-18 |
| KNSL KINSALE CAPITAL GROUP, INC. | BUY | A | $329.72 | $369.60 | $739.20 | 0.45 | $689.24 | $436.62 | 15% | 22% | 12/13 | $7.6B | -32% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful |
| USLM UNITED STATES LIME & MINERALS INC | ABOVE STICKER | A | $111.01 | $46.10 | $92.19 | 1.20 | $50.37 | $31.91 | 15% | 17% | 15/15 | $3.2B | -22% off 52w high; insider buying (1 Form 4s, $2.20M); next report ~2026-10-29 |
| HWKN HAWKINS, INC. | ABOVE STICKER | A | $131.41 | $27.83 | $55.67 | 2.36 | $63.21 | $43.97 | 13% | 14% | 14/15 | $2.7B | -29% off 52w high; insider buying (2 Form 4s, $0.26M); 8-K: 2026-08-14: 5.02 Director/officer change; next report ~2026-10-28 |
| TBBK THE BANCORP, INC. | BUY* | B | $48.81 | $34.96 | $69.93 | 0.70 | $87.31 | $55.31 | 15% | 23% | 10/14 | $2.1B | -40% off 52w high; neg 8-K: 2026-09-04: Restructuring/exit costs; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningfulEPS from yahoo TTM to 2026-06-30 |
| AGX ARGAN INC | BUY* | B | $383.83 | $105.57 | $211.14 | 1.82 | $607.46 | $384.81 | 15% | 15% | 11/14 | $5.4B | -52% off 52w high; 8-K: 2026-09-09: 8.01 Other event; next report ~2026-12-02 |
| EPAM EPAM SYSTEMS, INC. | BUY* | B | $108.29 | $42.90 | $85.80 | 1.26 | $111.52 | $90.69 | 10% | 14% | 11/15 | $5.8B | -51% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05 |
| FUTU Futu Holdings Ltd | BUY* | A | $102.17 | $97.07 | $194.13 | 0.53 | $579.77 | $367.27 | 15% | 19% | 11/11 | $14.4B | -50% off 52w high; next report ~2026-12-23financial (bank/insurer/broker): OCF-based tests less meaningfulreports in HKD, converted at 7.846 HKD/USD ADR: 1 ADS = 8 shares EPS from yahoo TTM to 2026-06-30 |
| NXT Nextpower Inc. | ABOVE STICKER | A | $84.30 | $24.57 | $49.14 | 1.72 | $55.83 | $35.37 | 15% | 33% | 8/9 | $13.1B | -48% off 52w high; next report ~2026-11-02 |
| STRL STERLING INFRASTRUCTURE, INC. | ABOVE STICKER | A | $533.42 | $98.80 | $197.60 | 2.70 | $244.58 | $154.93 | 15% | 17% | 13/15 | $16.6B | -47% off 52w high; next report ~2026-11-03 |
| NFLX NETFLIX INC | ON DECK | A | $67.06 | $47.70 | $95.40 | 0.70 | $41.13 | $26.06 | 15% | 20% | 13/15 | $287.0B | -46% off 52w high; next report ~2026-10-16 |
| NRIM Northrim BanCorp, Inc. | BUY* | B | $24.76 | $10.94 | $21.88 | 1.13 | $102.83 | $82.48 | 10% | 13% | 10/13 | $559M | insider buying (1 Form 4s, $0.03M); next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap |
| CLBT Cellebrite DI Ltd. | ABOVE STICKER | A | $11.07 | $1.57 | $3.14 | 3.53 | $10.13 | $6.42 | 15% | 26% | 9/11 | $2.8B | -45% off 52w high; next report ~2026-11-10EPS from yahoo TTM to 2026-06-30 |
Showing 30 of 44. Full list in the CSV download.
Wonderful companies (tier A) 88
CSVEvery tier A business with its current valuation, whatever the price.
| Ticker | Status | Tier | Price | Buy (MOS) | Sticker | P/Stk | Payback | Ten Cap | g | ROIC 5y | Big 5 | Mkt cap | Events / flags |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OPFI OppFi Inc. | BUY | A | $5.97 | $14.54 | $29.08 | 0.21 | $66.64 | $44.70 | 14% | 275% | 9/10 | $514M | -49% off 52w high; insider buying (11 Form 4s, $0.29M); 13D: SCHEDULE 13D/A 2026-04-30; 8-K: 2026-09-21: 2.03 New debt obligation; 8.01 Other event; next report ~2026-11-09financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap |
| QFIN Qfin Holdings, Inc. | BUY | A | $6.46 | $7.86 | $15.72 | 0.41 | $179.80 | $118.85 | 14% | 24% | 9/11 | $879M | -79% off 52w high; insider buying (1 Form 4s, $0.06M); next report ~2026-10-05PE<5: check one-off gainsfinancial (bank/insurer/broker): OCF-based tests less meaningfulreports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 2 shares EPS from yahoo TTM to 2026-06-30micro-cap |
| KNSL KINSALE CAPITAL GROUP, INC. | BUY | A | $329.72 | $369.60 | $739.20 | 0.45 | $689.24 | $436.62 | 15% | 22% | 12/13 | $7.6B | -32% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful |
| FUTU Futu Holdings Ltd | BUY* | A | $102.17 | $97.07 | $194.13 | 0.53 | $579.77 | $367.27 | 15% | 19% | 11/11 | $14.4B | -50% off 52w high; next report ~2026-12-23financial (bank/insurer/broker): OCF-based tests less meaningfulreports in HKD, converted at 7.846 HKD/USD ADR: 1 ADS = 8 shares EPS from yahoo TTM to 2026-06-30 |
| INTU INTUIT INC. | BUY* | A | $281.08 | $246.90 | $493.80 | 0.57 | $493.69 | $312.74 | 15% | 13% | 14/15 | $77.9B | -59% off 52w high; 8-K: 2026-08-25: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-18 |
| ELA ENVELA CORPORATION | BUY* | A | $12.16 | $9.03 | $18.06 | 0.67 | $14.61 | $9.26 | 15% | 17% | 12/15 | $316M | -59% off 52w high; insider buying (1 Form 4s, $0.00M); next report ~2026-11-04micro-cap |
| PLMR Palomar Holdings, Inc. | BUY* | A | $126.49 | $91.85 | $183.69 | 0.69 | $240.64 | $152.44 | 15% | 16% | 11/11 | $3.4B | insider buying (1 Form 4s, $0.00M); 8-K: 2026-08-11: 7.01 Reg FD disclosure; next report ~2026-11-04financial (bank/insurer/broker): OCF-based tests less meaningful |
| PGR PROGRESSIVE CORP/OH/ | BUY* | A | $210.31 | $180.92 | $361.85 | 0.58 | $429.99 | $272.39 | 15% | 23% | 15/15 | $123.2B | 8-K: 2026-09-18: 7.01 Reg FD disclosure; next report ~2026-11-02financial (bank/insurer/broker): OCF-based tests less meaningful |
| GOOGL Alphabet Inc. | ON DECK | A | $343.50 | $273.59 | $547.17 | 0.63 | $68.52 | $43.40 | 15% | 25% | 12/12 | $4.22T | 8-K: 2026-08-10: 8.01 Other event; next report ~2026-10-22 |
| APP AppLovin Corporation | ON DECK | A | $268.22 | $195.15 | $390.30 | 0.69 | $211.31 | $133.86 | 15% | 25% | 9/11 | $90.6B | -64% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04 |
| BOOT Boot Barn Holdings, Inc. | ON DECK | A | $121.88 | $76.35 | $152.70 | 0.80 | $60.21 | $38.14 | 15% | 21% | 15/15 | $3.7B | -42% off 52w high; 8-K: 2026-09-14: 7.01 Reg FD disclosure; next report ~2026-10-28 |
| NFLX NETFLIX INC | ON DECK | A | $67.06 | $47.70 | $95.40 | 0.70 | $41.13 | $26.06 | 15% | 20% | 13/15 | $287.0B | -46% off 52w high; next report ~2026-10-16 |
| DECK DECKERS OUTDOOR CORP | BUY* | A | $79.12 | $58.98 | $117.96 | 0.67 | $123.15 | $80.67 | 14% | 34% | 13/15 | $11.0B | -35% off 52w high; 8-K: 2026-08-31: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-29 |
| FIVE Five Below, Inc. | ON DECK | A | $221.19 | $167.25 | $334.50 | 0.66 | $170.32 | $107.89 | 15% | 20% | 14/15 | $12.3B | 8-K: 2026-09-23: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-12-03 |
| XPEL XPEL, INC. | ON DECK | A | $44.97 | $29.70 | $59.40 | 0.76 | – | – | 15% | 28% | 11/11 | $1.2B | 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-06 |
| RMD ResMed Inc. | ON DECK | A | $218.89 | $156.45 | $312.90 | 0.70 | $178.29 | $112.94 | 15% | 20% | 12/15 | $32.0B | -23% off 52w high; neg 8-K: 2026-08-17: Auditor change; next report ~2026-10-22 |
| SMCI Super Micro Computer, Inc. | ON DECK | A | $43.69 | $32.40 | $64.81 | 0.67 | – | – | 15% | 21% | 12/15 | $30.5B | -26% off 52w high; 8-K: 2026-08-11: 2.02 Earnings release; next report ~2026-11-09 |
| LMAT LEMAITRE VASCULAR, INC. | ON DECK | A | $78.96 | $42.90 | $85.80 | 0.92 | $47.56 | $30.13 | 15% | 11% | 15/15 | $1.9B | -33% off 52w high; next report ~2026-11-04 |
| ACGL ARCH CAPITAL GROUP LTD. | BUY* | A | $93.60 | $66.69 | $133.37 | 0.70 | $269.86 | $170.95 | 15% | 18% | 13/15 | $33.2B | next report ~2026-11-03financial (bank/insurer/broker): OCF-based tests less meaningful |
| PAYC Paycom Software, Inc. | ON DECK | A | $220.99 | $141.75 | $283.50 | 0.78 | $187.22 | $118.60 | 15% | 25% | 13/15 | $10.7B | 13D: SCHEDULE 13D/A 2026-09-03; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-05 |
| NTES NETEASE, INC. | BUY* | A | $117.21 | $73.77 | $147.54 | 0.79 | $181.73 | $115.12 | 15% | 17% | 13/15 | $75.4B | -25% off 52w high; next report ~2026-12-23reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 5 shares EPS from yahoo TTM to 2026-06-30 |
| EVR EVERCORE INC. | BUY* | A | $261.68 | $144.16 | $288.32 | 0.91 | $567.01 | $391.87 | 13% | 31% | 14/15 | $10.9B | -33% off 52w high; next report ~2026-11-04 |
| IPAR INTERPARFUMS, INC. | BUY* | A | $113.95 | $78.45 | $156.90 | 0.73 | $121.19 | $76.77 | 15% | 21% | 12/15 | $3.6B | 8-K: 2026-09-22: 8.01 Other event; next report ~2026-11-03 |
| AX Axos Financial, Inc. | ON DECK | A | $88.93 | $49.69 | $99.39 | 0.89 | $81.12 | $51.39 | 15% | 14% | 13/14 | $5.0B | 8-K: 2026-09-21: 2.01 Acquisition/disposition; next report ~2026-10-29financial (bank/insurer/broker): OCF-based tests less meaningful |
| NMIH NMI Holdings, Inc. | BUY* | A | $38.83 | $24.50 | $49.01 | 0.79 | $90.52 | $57.34 | 15% | 15% | 12/15 | $3.0B | next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningful |
| MSFT MICROSOFT CORPORATION | ON DECK | A | $517.53 | $269.25 | $538.50 | 0.96 | $141.88 | $89.88 | 15% | 29% | 15/15 | $3.86T | 8-K: 2026-09-02: 7.01 Reg FD disclosure; next report ~2026-10-07 |
| USLM UNITED STATES LIME & MINERALS INC | ABOVE STICKER | A | $111.01 | $46.10 | $92.19 | 1.20 | $50.37 | $31.91 | 15% | 17% | 15/15 | $3.2B | -22% off 52w high; insider buying (1 Form 4s, $2.20M); next report ~2026-10-29 |
| ULTA ULTA BEAUTY, INC. | ON DECK | A | $543.69 | $300.35 | $600.70 | 0.91 | $391.53 | $264.16 | 14% | 56% | 13/15 | $23.7B | -24% off 52w high; 8-K: 2026-08-27: 2.02 Earnings release; next report ~2026-11-26 |
| NVDA NVIDIA CORP | ON DECK | A | $233.95 | $118.65 | $237.30 | 0.99 | $82.38 | $52.18 | 15% | 49% | 15/15 | $5.69T | 8-K: 2026-09-03: 8.01 Other event; next report ~2026-11-25 |
| KTB KONTOOR BRANDS, INC. | BUY* | A | $64.71 | $35.66 | $71.33 | 0.91 | $119.62 | $75.78 | 15% | 23% | 9/11 | $3.6B | -27% off 52w high; 8-K: 2026-09-24: 5.02 Director/officer change; next report ~2026-11-11 |
| NSSC NAPCO SECURITY TECHNOLOGIES, INC | ABOVE STICKER | A | $36.17 | $18.00 | $36.00 | 1.00 | $26.05 | $16.50 | 15% | 21% | 13/15 | $1.3B | -30% off 52w high; 8-K: 2026-08-24: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-02 |
| DOCS Doximity, Inc. | ABOVE STICKER | A | $27.93 | $12.60 | $25.20 | 1.11 | $25.29 | $16.02 | 15% | 15% | 9/11 | $5.3B | -62% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05 |
| SSD Simpson Manufacturing Co., Inc. | ON DECK | A | $173.56 | $90.45 | $180.90 | 0.96 | $169.84 | $113.62 | 14% | 18% | 13/15 | $7.2B | next report ~2026-11-05 |
| META Meta Platforms, Inc. | ON DECK | A | $728.08 | $365.87 | $731.73 | 0.99 | $252.18 | $159.75 | 15% | 24% | 14/15 | $1.87T | next report ~2026-10-29 |
| COCO The Vita Coco Company, Inc. | ABOVE STICKER | A | $55.97 | $27.15 | $54.30 | 1.03 | $32.53 | $20.61 | 15% | 16% | 9/11 | $3.4B | -35% off 52w high; next report ~2026-10-22 |
| CRUS CIRRUS LOGIC, INC. | BUY* | A | $121.17 | $59.83 | $119.65 | 1.01 | $149.50 | $109.28 | 12% | 16% | 12/15 | $6.3B | -33% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-04 |
| ENSG ENSIGN GROUP, INC | ABOVE STICKER | A | $171.78 | $79.04 | $158.09 | 1.09 | $142.38 | $90.19 | 15% | 15% | 13/14 | $10.2B | -21% off 52w high; 8-K: 2026-08-20: 1.01 Material agreement; 2.03 New debt obligation; 7.01 Reg FD disclosure; next report ~2026-10-26 |
| PCTY PAYLOCITY HOLDING CORPORATION | ON DECK | A | $144.47 | $73.80 | $147.60 | 0.98 | $143.27 | $90.76 | 15% | 17% | 13/15 | $7.9B | 8-K: 2026-09-17: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-14 |
| URBN Urban Outfitters, Inc. | ON DECK | A | $80.80 | $40.69 | $81.38 | 0.99 | $51.22 | $33.65 | 14% | 14% | 13/15 | $7.1B | 8-K: 2026-08-27: 8.01 Other event; next report ~2026-12-09 |
| CINF CINCINNATI FINANCIAL CORPORATION | BUY* | A | $161.95 | $72.95 | $145.89 | 1.11 | $275.42 | $217.53 | 10% | 12% | 12/15 | $25.3B | insider buying (1 Form 4s, $0.17M); 8-K: 2026-09-28: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-26financial (bank/insurer/broker): OCF-based tests less meaningful |
| MLI MUELLER INDUSTRIES INC | ABOVE STICKER | A | $62.56 | $27.90 | $55.80 | 1.12 | $47.49 | $30.08 | 15% | 29% | 14/15 | $13.9B | 8-K: 2026-08-10: 5.02 Director/officer change; 8.01 Other event; next report ~2026-10-21 |
| FSS FEDERAL SIGNAL CORPORATION | ABOVE STICKER | A | $116.34 | $48.64 | $97.28 | 1.20 | $83.14 | $55.15 | 14% | 13% | 15/15 | $7.2B | next report ~2026-10-29 |
| MA Mastercard Incorporated | ABOVE STICKER | A | $552.26 | $261.56 | $523.13 | 1.06 | $293.29 | $188.09 | 15% | 52% | 13/15 | $490.4B | next report ~2026-10-29 |
| UI UBIQUITI INC. | ABOVE STICKER | A | $620.52 | $237.75 | $475.50 | 1.30 | $236.89 | $150.07 | 15% | 77% | 14/15 | $37.6B | -44% off 52w high; 8-K: 2026-08-21: 2.02 Earnings release; 8.01 Other event; next report ~2026-10-30 |
| TPL TEXAS PACIFIC LAND CORPORATION | ABOVE STICKER | A | $340.19 | $117.60 | $235.20 | 1.45 | $134.02 | $84.90 | 15% | 41% | 10/11 | $23.5B | -38% off 52w high; insider buying (12 Form 4s, $0.01M); 13D: SCHEDULE 13D/A 2026-05-07, SCHEDULE 13D/A 2026-04-13; 8-K: 2026-09-25: 5.02 Director/officer change; 5.08; next report ~2026-11-04 |
| IBEX IBEX LIMITED | ABOVE STICKER | A | $43.58 | $19.11 | $38.21 | 1.14 | $33.25 | $21.07 | 15% | 23% | 10/11 | $645M | 8-K: 2026-09-10: 1.01 Material agreement; 2.02 Earnings release; 2.03 New debt obligation; next report ~2026-11-19micro-cap |
| BMI BADGER METER, INC. | ABOVE STICKER | A | $127.77 | $46.04 | $92.08 | 1.39 | $73.83 | $51.38 | 13% | 17% | 12/14 | $3.7B | -37% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22 |
| DHI D.R. Horton, Inc. | BUY* | A | $135.00 | $58.14 | $116.27 | 1.16 | $175.28 | $111.03 | 15% | 23% | 12/15 | $38.9B | -23% off 52w high; 8-K: 2026-09-15: 8.01 Other event; next report ~2026-10-22 |
| IDXX IDEXX LABORATORIES INC /DE | ABOVE STICKER | A | $518.39 | $213.45 | $426.90 | 1.21 | $248.31 | $157.30 | 15% | 50% | 12/15 | $41.3B | -33% off 52w high; next report ~2026-11-03 |
| GRBK Green Brick Partners, Inc. | ABOVE STICKER | A | $66.66 | $28.85 | $57.70 | 1.16 | $40.69 | $25.77 | 15% | 19% | 12/15 | $2.9B | 8-K: 2026-08-27: 5.02 Director/officer change; next report ~2026-10-28 |
| SKY Champion Homes, Inc. | ABOVE STICKER | A | $88.10 | $39.43 | $78.87 | 1.12 | $76.12 | $48.22 | 15% | 19% | 12/15 | $4.9B | 8-K: 2026-08-26: 5.02 Director/officer change; 8.01 Other event; next report ~2026-11-04 |
| UFPT UFP Technologies, Inc. | ABOVE STICKER | A | $300.70 | $113.61 | $227.22 | 1.32 | $123.02 | $77.93 | 15% | 13% | 15/15 | $2.3B | 8-K: 2026-08-24: 7.01 Reg FD disclosure; next report ~2026-11-05 |
| GCT GIGACLOUD TECHNOLOGY INC | BUY* | A | $53.75 | $20.38 | $40.76 | 1.32 | $67.88 | $43.00 | 15% | 26% | 11/11 | $2.0B | 8-K: 2026-08-10: 8.01 Other event; next report ~2026-11-05 |
| LLY ELI LILLY AND COMPANY | ABOVE STICKER | A | $1,142.85 | $446.85 | $893.70 | 1.28 | $495.43 | $313.85 | 15% | 24% | 14/15 | $1.02T | 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04 |
| EME EMCOR Group, Inc. | ABOVE STICKER | A | $786.61 | $314.16 | $628.32 | 1.25 | $414.42 | $262.53 | 15% | 26% | 13/15 | $35.1B | next report ~2026-10-29 |
| MELI MercadoLibre, Inc. | BUY* | A | $1,696.56 | $551.40 | $1,102.80 | 1.54 | $3,863.85 | $2,447.66 | 15% | 14% | 12/14 | $86.0B | -30% off 52w high; insider buying (1 Form 4s, $0.20M); 13D: SCHEDULE 13D/A 2026-06-18; 8-K: 2026-09-14: 8.01 Other event; next report ~2026-11-05 |
| ATLC Atlanticus Holdings Corp | BUY* | A | $91.89 | $31.94 | $63.88 | 1.44 | $774.86 | $490.85 | 15% | 34% | 13/14 | $1.8B | 13D: SCHEDULE 13D/A 2026-07-06; 8-K: 2026-09-17: 8.01 Other event; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful |
| TJX The TJX Companies, Inc. | ABOVE STICKER | A | $132.68 | $52.08 | $104.16 | 1.27 | $73.36 | $52.56 | 12% | 41% | 12/15 | $148.3B | -22% off 52w high; 8-K: 2026-09-17: 5.02 Director/officer change; next report ~2026-11-27 |
| AVGO Broadcom Inc. | ABOVE STICKER | A | $355.14 | $117.60 | $235.20 | 1.51 | $127.36 | $80.68 | 15% | 17% | 11/11 | $1.73T | -28% off 52w high; 8-K: 2026-09-02: 2.02 Earnings release; 8.01 Other event; next report ~2026-12-10 |
| CVCO CAVCO INDUSTRIES, INC. | ABOVE STICKER | A | $585.13 | $209.46 | $418.93 | 1.40 | $447.82 | $301.45 | 14% | 18% | 14/15 | $4.6B | next report ~2026-10-30 |
| ISRG Intuitive Surgical, Inc. | ABOVE STICKER | A | $391.95 | $130.80 | $261.60 | 1.50 | $141.90 | $89.89 | 15% | 13% | 14/15 | $140.5B | -35% off 52w high; next report ~2026-10-20 |
| ROST Ross Stores, Inc. | ABOVE STICKER | A | $228.54 | $90.25 | $180.50 | 1.27 | $130.22 | $87.10 | 14% | 25% | 12/15 | $73.2B | 8-K: 2026-09-17: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-12-01 |
| CRVL CORVEL CORPORATION | ABOVE STICKER | A | $75.47 | $26.24 | $52.48 | 1.44 | $32.82 | $22.35 | 13% | 30% | 13/14 | $3.8B | 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful |
| IBKR INTERACTIVE BROKERS GROUP, INC. | BUY* | A | $88.30 | $27.75 | $55.50 | 1.59 | $536.75 | $354.27 | 14% | 16% | 14/15 | $39.7B | insider buying (3 Form 4s, $0.01M); next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful |
| ESEA EUROSEAS LTD. | BUY* | A | $72.42 | $23.69 | $47.38 | 1.53 | $313.43 | $198.55 | 15% | 24% | 12/15 | $503M | insider buying (2 Form 4s, $0.09M); next report ~2026-10-07PE<5: check one-off gainsEPS from yahoo TTM to 2026-06-30micro-cap |
| FN FABRINET | ABOVE STICKER | A | $463.69 | $138.01 | $276.01 | 1.68 | $1.84 | $1.16 | 15% | 16% | 14/15 | $16.8B | -38% off 52w high; 8-K: 2026-08-17: 1.01 Material agreement; 2.02 Earnings release; 2.03 New debt obligation; 5.02 Director/officer change; next report ~2026-10-27 |
| QLYS Qualys, Inc. | ABOVE STICKER | A | $193.00 | $62.66 | $125.32 | 1.54 | $127.92 | $88.81 | 13% | 31% | 14/15 | $6.8B | next report ~2026-11-03 |
| NXT Nextpower Inc. | ABOVE STICKER | A | $84.30 | $24.57 | $49.14 | 1.72 | $55.83 | $35.37 | 15% | 33% | 8/9 | $13.1B | -48% off 52w high; next report ~2026-11-02 |
| UTHR United Therapeutics Corporation | ABOVE STICKER | A | $541.70 | $177.07 | $354.13 | 1.53 | $350.05 | $235.05 | 14% | 15% | 13/15 | $25.2B | 8-K: 2026-09-08: 1.01 Material agreement; 7.01 Reg FD disclosure; next report ~2026-11-04 |
| WTS WATTS WATER TECHNOLOGIES INC | ABOVE STICKER | A | $363.07 | $120.62 | $241.23 | 1.51 | $148.93 | $104.30 | 13% | 15% | 12/15 | $12.2B | 8-K: 2026-10-01: 5.02 Director/officer change; next report ~2026-11-05 |
| IRMD IRADIMED CORPORATION | ABOVE STICKER | A | $85.40 | $26.85 | $53.70 | 1.59 | $30.81 | $19.52 | 15% | 19% | 12/15 | $1.1B | -21% off 52w high; next report ~2026-10-30 |
| VITL Vital Farms, Inc. | NO STICKER | A | $9.06 | – | – | – | – | – | 15% | 10% | 10/11 | $390M | -80% off 52w high; neg 8-K: 2026-08-06: Agreement terminated; next report ~2026-11-05micro-cap |
| IESC IES Holdings, Inc. | ABOVE STICKER | A | $339.34 | $92.59 | $185.19 | 1.83 | $89.30 | $56.57 | 15% | 25% | 15/15 | $13.7B | 8-K: 2026-08-11: 1.01 Material agreement; 3.02 Unregistered equity sale; 7.01 Reg FD disclosure; next report ~2026-10-30 |
| URI United Rentals, Inc. | ABOVE STICKER | A | $1,081.04 | $337.89 | $675.77 | 1.60 | $287.78 | $182.31 | 15% | 13% | 12/15 | $68.1B | 8-K: 2026-09-08: 7.01 Reg FD disclosure; next report ~2026-10-21 |
| HWKN HAWKINS, INC. | ABOVE STICKER | A | $131.41 | $27.83 | $55.67 | 2.36 | $63.21 | $43.97 | 13% | 14% | 14/15 | $2.7B | -29% off 52w high; insider buying (2 Form 4s, $0.26M); 8-K: 2026-08-14: 5.02 Director/officer change; next report ~2026-10-28 |
| HEI HEICO CORPORATION | ABOVE STICKER | A | $302.45 | $80.00 | $160.00 | 1.89 | $111.36 | $73.01 | 14% | 12% | 15/15 | $42.7B | 8-K: 2026-08-25: 2.02 Earnings release; next report ~2026-11-26 |
| MYRG MYR GROUP INC. | ABOVE STICKER | A | $304.77 | $73.57 | $147.14 | 2.07 | $158.05 | $123.07 | 10% | 13% | 13/14 | $4.8B | -39% off 52w high; 8-K: 2026-09-10: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-28 |
| STRL STERLING INFRASTRUCTURE, INC. | ABOVE STICKER | A | $533.42 | $98.80 | $197.60 | 2.70 | $244.58 | $154.93 | 15% | 17% | 13/15 | $16.6B | -47% off 52w high; next report ~2026-11-03 |
| KLAC KLA Corporation | ABOVE STICKER | A | $206.89 | $44.81 | $89.63 | 2.31 | $45.06 | $28.55 | 15% | 37% | 14/15 | $273.0B | -33% off 52w high; 8-K: 2026-08-06: 8.01 Other event; next report ~2026-10-15 |
| VCTR Victory Capital Holdings, Inc. | BUY* | A | $113.23 | $31.52 | $63.04 | 1.80 | $139.90 | $88.63 | 15% | 14% | 12/15 | $7.2B | 8-K: 2026-09-11: 8.01 Other event; next report ~2026-11-05 |
| ANET Arista Networks, Inc. | ABOVE STICKER | A | $207.35 | $6.27 | $12.55 | 16.53 | $63.83 | $40.44 | 15% | 25% | 15/15 | $264.4B | next report ~2026-11-04 |
| CLBT Cellebrite DI Ltd. | ABOVE STICKER | A | $11.07 | $1.57 | $3.14 | 3.53 | $10.13 | $6.42 | 15% | 26% | 9/11 | $2.8B | -45% off 52w high; next report ~2026-11-10EPS from yahoo TTM to 2026-06-30 |
| CDNS CADENCE DESIGN SYSTEMS, INC. | ABOVE STICKER | A | $351.35 | $64.35 | $128.70 | 2.73 | $82.46 | $52.24 | 15% | 26% | 14/15 | $96.2B | next report ~2026-10-28 |
| LRCX LAM RESEARCH CORPORATION | ABOVE STICKER | A | $347.49 | $64.07 | $128.14 | 2.71 | $61.23 | $38.79 | 15% | 38% | 13/15 | $438.2B | -21% off 52w high; 8-K: 2026-08-27: 5.02 Director/officer change; next report ~2026-10-16 |
| ESLT ELBIT SYSTEMS LTD | ABOVE STICKER | A | $696.23 | $105.95 | $211.89 | 3.29 | $156.36 | $117.82 | 11% | 12% | 12/15 | $32.7B | -31% off 52w high; next report ~2026-11-24EPS from yahoo TTM to 2026-06-30 |
| MPWR Monolithic Power Systems, Inc. | ABOVE STICKER | A | $1,439.73 | $245.85 | $491.70 | 2.93 | $187.68 | $118.89 | 15% | 20% | 13/15 | $70.9B | 8-K: 2026-09-10: 8.01 Other event; next report ~2026-11-04 |
| AMAT APPLIED MATERIALS INC /DE | ABOVE STICKER | A | $540.04 | $117.45 | $234.91 | 2.30 | $111.09 | $70.38 | 15% | 31% | 12/15 | $431.5B | -27% off 52w high; 8-K: 2026-08-27: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-11-19 |
| SCCO SOUTHERN COPPER CORP/ | ABOVE STICKER | A | $205.54 | $49.17 | $98.33 | 2.09 | $79.91 | $61.79 | 11% | 23% | 12/15 | $169.7B | next report ~2026-10-30 |