Cognizant · software
wonderful · 81
narrow moat
Value$82.52
Price$58.79
MoS
+40.4%
Decent IT services business at a cheap price, but AI disruption makes durability uncertain.
Wonderful businesses at a margin of safety
2026-08-17
12fat pitches
201on watchlist
12/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 6 deep-dived of 22 scanned
Universal Health Services · healthcare
good · 69
no moat
Value$218.86
Price$170.02
MoS
+28.7%
Model unavailable; showing baseline owner-earnings value.
Incyte · pharma
good · 77
no moat
Value$137.73
Price$120.16
MoS
+14.6%
Model unavailable; showing baseline owner-earnings value.
Chubb Limited · insurance
good · 76
no moat
Value$353.28
Price$343.64
MoS
+2.8%
Model unavailable; showing baseline owner-earnings value.
PepsiCo · beverage
wonderful · 82
no moat
Value$134.96
Price$140.79
MoS
-4.1%
Model unavailable; showing baseline owner-earnings value.
Hubbell Incorporated · industrial
wonderful · 81
narrow moat
Value$369.34
Price$511.39
MoS
-27.8%
Sticky utility relationships ride grid tailwinds, but 13% implied growth is too rich.
Watchlist · 201 wonderful businesses · 12 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 | $119.55 | $181.92 | +52.2% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $73.79 | $109.18 | +48.0% | HOLD |
| DECK | apparel | wonderful · 97 | wide moat | $93.09 | $132.60 | +42.4% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $118.30 | $166.44 | +40.7% | STRONG BUY |
| CTSH | software | wonderful · 81 | narrow moat | $58.79 | $82.52 | +40.4% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,307.93 | $8,715.45 | +38.2% | HOLD |
| ACN | software | wonderful · 89 | wide moat | $176.89 | $238.59 | +34.9% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.71 | $132.18 | +33.9% | BUY |
| PYPL | payments | wonderful · 85 | narrow moat | $61.66 | $82.15 | +33.2% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $94.91 | $123.84 | +30.5% | BUY |
| UHS | healthcare | good · 69 | no moat | $170.02 | $218.86 | +28.7% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $88.59 | $109.55 | +23.7% | BUY |
| ADBE | software | wonderful · 96 | wide moat | $264.02 | $315.78 | +19.6% | HOLD |
| VLO | energy | good · 73 | narrow moat | $341.67 | $407.15 | +19.2% | HOLD |
| INCY | pharma | good · 77 | no moat | $120.16 | $137.73 | +14.6% | HOLD |
| APA | energy | good · 74 | no moat | $40.47 | $45.22 | +11.7% | HOLD |
| BR | industrial | good · 75 | wide moat | $171.01 | $190.08 | +11.2% | HOLD |
| PTC | software | good · 72 | narrow moat | $149.75 | $166.02 | +10.9% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $224.46 | $243.52 | +8.5% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $75.95 | $82.20 | +8.2% | HOLD |