Intuit · software
good · 79
wide moat
Value$387.82
Price$369.92
MoS
+4.8%
Sticky SMB ecosystem compounding on switching costs; tax regulation is the key watchpoint.
Wonderful businesses at a margin of safety
2026-08-25
12fat pitches
200on watchlist
11/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 1 deep-dived of 22 scanned
Watchlist · 200 wonderful businesses · 12 at a margin of safety
The quality gate has scanned 508 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 |
|---|---|---|---|---|---|---|---|
| ZTS | pharma | wonderful · 90 | wide moat | $77.17 | $109.18 | +41.5% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,397.59 | $8,715.45 | +36.2% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $61.68 | $83.53 | +35.4% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $92.08 | $123.75 | +34.4% | HOLD |
| LULU | apparel | wonderful · 95 | no moat | $122.78 | $163.56 | +33.2% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $62.20 | $82.52 | +32.7% | BUY |
| ACGL | insurance | wonderful · 81 | narrow moat | $101.14 | $132.18 | +30.7% | BUY |
| CF | materials | wonderful · 85 | narrow moat | $129.24 | $166.44 | +28.8% | BUY |
| ACN | software | wonderful · 89 | wide moat | $186.53 | $238.59 | +27.9% | HOLD |
| UHS | healthcare | good · 69 | no moat | $176.40 | $218.86 | +24.1% | HOLD |
| GDDY | technology | wonderful · 82 | narrow moat | $100.52 | $123.84 | +23.2% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $91.25 | $109.55 | +20.1% | BUY |
| VLO | energy | good · 73 | narrow moat | $346.00 | $407.15 | +17.7% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $276.27 | $315.78 | +14.3% | HOLD |
| INCY | pharma | good · 77 | no moat | $127.98 | $137.73 | +7.6% | HOLD |
| PTC | software | good · 72 | narrow moat | $154.31 | $166.02 | +7.6% | HOLD |
| APA | energy | good · 74 | no moat | $42.96 | $45.22 | +5.3% | HOLD |
| INTU | software | good · 79 | wide moat | $369.92 | $387.82 | +4.8% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $232.45 | $243.52 | +4.8% | HOLD |
| PNR | industrial | good · 75 | $63.31 | $66.25 | +4.6% | HOLD |