Darden Restaurants · restaurant
wonderful · 80
narrow moat
Value$201.49
Price$223.50
MoS
-9.8%
Scale advantage in casual dining with strong ROIC, but 8% implied growth looks optimistic.
Wonderful businesses at a margin of safety
2026-08-14
10fat pitches
201on watchlist
7/22cleared gate today
101%universe scanned
4.6%risk-free
Today's wonderful businesses · 2 deep-dived of 22 scanned
Honeywell Technologies · industrial
good · 76
no moat
Value$206.69
Price$233.99
MoS
-11.7%
Model unavailable; showing baseline owner-earnings value.
Watchlist · 201 wonderful businesses · 10 at a margin of safety
The quality gate has scanned 506 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 |
|---|---|---|---|---|---|---|---|
| LULU | apparel | wonderful · 95 | wide moat | $119.56 | $181.92 | +52.2% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $75.84 | $109.18 | +44.0% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $117.05 | $166.44 | +42.2% | STRONG BUY |
| DECK | apparel | wonderful · 97 | wide moat | $93.30 | $132.60 | +42.1% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,375.00 | $8,715.45 | +36.7% | HOLD |
| PYPL | payments | wonderful · 85 | narrow moat | $60.59 | $82.15 | +35.6% | BUY |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.03 | $132.18 | +34.8% | BUY |
| ACN | software | wonderful · 89 | wide moat | $178.49 | $238.59 | +33.7% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $86.46 | $109.55 | +26.7% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $100.50 | $123.84 | +23.2% | BUY |
| VLO | energy | good · 73 | narrow moat | $342.92 | $407.15 | +18.7% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $270.49 | $315.78 | +16.7% | HOLD |
| UHS | healthcare | good · 69 | narrow moat | $171.21 | $194.86 | +13.8% | HOLD |
| APA | energy | good · 74 | no moat | $40.00 | $45.22 | +13.0% | HOLD |
| BR | industrial | good · 75 | wide moat | $172.24 | $190.08 | +10.4% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $75.88 | $82.20 | +8.3% | HOLD |
| PTC | software | good · 72 | narrow moat | $153.89 | $166.02 | +7.9% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $226.74 | $243.52 | +7.4% | HOLD |
| CPRT | industrial | wonderful · 86 | wide moat | $29.39 | $31.42 | +6.9% | HOLD |
| AVY | materials | good · 73 | narrow moat | $180.01 | $191.85 | +6.6% | HOLD |