Marathon Petroleum · energy
good · 75
no moat
Value$459.10
Price$354.88
MoS
+29.4%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-08-26
13fat pitches
200on watchlist
4/22cleared gate today
101%universe scanned
4.6%risk-free
Fat pitch of the day
glm-5.2
IT Gartner
Irreplaceable IT research franchise pricing in 1% growth; 6% is very achievable.
BUY
wonderful · 94
wide moat
software
Owner-earnings value$267.09
Price$195.79
Margin of safety
+36.4%
Gartner sells subscription-based IT research, advisory services, and conferences to CIOs and technology leaders. Revenue is highly recurring under multi-year contracts, with the Magic Quadrant and Hype Cycle serving as industry-standard reference frameworks that vendors feel compelled to participate in.
Full moat, owner-earnings & quality breakdown →Today's wonderful businesses · 2 deep-dived of 22 scanned
Watchlist · 200 wonderful businesses · 13 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 | $77.29 | $109.18 | +41.3% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $88.74 | $123.75 | +39.5% | HOLD |
| LULU | apparel | wonderful · 95 | no moat | $118.33 | $163.56 | +38.2% | HOLD |
| IT | software | wonderful · 94 | wide moat | $195.79 | $267.09 | +36.4% | BUY |
| NVR | retail | wonderful · 88 | narrow moat | $6,433.74 | $8,715.45 | +35.5% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $62.27 | $83.53 | +34.1% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $100.56 | $132.18 | +31.4% | BUY |
| CTSH | software | wonderful · 81 | narrow moat | $63.06 | $82.52 | +30.9% | BUY |
| CF | materials | wonderful · 85 | narrow moat | $127.26 | $166.44 | +30.8% | BUY |
| MPC | energy | good · 75 | no moat | $354.88 | $459.10 | +29.4% | BUY |
| ACN | software | wonderful · 89 | wide moat | $186.93 | $238.59 | +27.6% | HOLD |
| UHS | healthcare | good · 69 | no moat | $175.76 | $218.86 | +24.5% | HOLD |
| GDDY | technology | wonderful · 82 | narrow moat | $99.79 | $123.84 | +24.1% | BUY |
| VLO | energy | good · 73 | narrow moat | $340.41 | $407.15 | +19.6% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $91.61 | $109.55 | +19.6% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $273.92 | $315.78 | +15.3% | HOLD |
| PTC | software | good · 72 | narrow moat | $151.14 | $166.02 | +9.8% | HOLD |
| APA | energy | good · 74 | no moat | $41.35 | $45.22 | +9.4% | HOLD |
| INTU | software | good · 79 | wide moat | $357.46 | $387.82 | +8.5% | HOLD |
| AVY | materials | good · 73 | narrow moat | $179.95 | $191.85 | +6.6% | HOLD |