Jack Henry & Associates · payments
wonderful · 90
wide moat
Value$159.80
Price$158.25
MoS
+1.0%
A sticky, debt-free core-banking toll road, but the price already pays for about the 7% it grows.
Wonderful businesses at a margin of safety
2026-10-28
13fat pitches
201on watchlist
11/22cleared gate today
102%universe scanned
5.0%risk-free
Today's wonderful businesses · 2 deep-dived of 22 scanned
Halliburton · energy
good · 70
narrow moat
Value$33.21
Price$35.62
MoS
-6.8%
Best-run cyclical frac leader, but a commodity-tied service business; the price already pays for growth it likely won't deliver.
Watchlist · 201 wonderful businesses · 13 at a margin of safety
The quality gate has scanned 514 of 503 names; these are the ones worth owning at the right price. See the full watchlist →
| Ticker | Sector | Quality | Moat | Price | Value | Margin of safety | Rating |
|---|---|---|---|---|---|---|---|
| DECK | apparel | wonderful · 97 | narrow moat | $80.54 | $114.87 | +42.6% | HOLD |
| PYPL | payments | wonderful · 85 | narrow moat | $56.09 | $79.20 | +41.2% | STRONG BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $104.59 | $146.73 | +40.3% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $120.54 | $168.81 | +40.0% | STRONG BUY |
| CTSH | software | wonderful · 81 | narrow moat | $66.22 | $92.59 | +39.8% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $106.21 | $146.96 | +38.4% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $82.98 | $114.71 | +38.2% | BUY |
| NVR | retail | wonderful · 88 | narrow moat | $5,806.02 | $7,764.83 | +33.7% | HOLD |
| VLO | energy | good · 73 | narrow moat | $387.34 | $506.97 | +30.9% | BUY |
| ZTS | pharma | wonderful · 90 | wide moat | $78.23 | $101.30 | +29.5% | HOLD |
| UBER | industrial | good · 69 | narrow moat | $65.78 | $84.06 | +27.8% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $100.34 | $123.58 | +23.2% | BUY |
| UHS | healthcare | good · 69 | narrow moat | $177.32 | $217.10 | +22.4% | BUY |
| APA | energy | good · 76 | no moat | $50.79 | $60.89 | +19.9% | HOLD |
| INTU | software | wonderful · 84 | wide moat | $328.45 | $388.00 | +18.1% | HOLD |
| BR | industrial | good · 78 | wide moat | $177.09 | $207.93 | +17.4% | HOLD |
| AVY | materials | good · 73 | narrow moat | $181.71 | $213.01 | +17.2% | HOLD |
| SNA | industrial | wonderful · 90 | wide moat | $357.51 | $418.41 | +17.0% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $248.36 | $288.04 | +16.0% | HOLD |
| INCY | pharma | good · 77 | narrow moat | $116.60 | $131.87 | +13.1% | HOLD |