Corpay · payments
good · 72
wide moat
Value$421.90
Price$406.93
MoS
+3.7%
Sticky-niche B2B payment compounder that should modestly beat its priced-in growth.
Wonderful businesses at a margin of safety
2026-08-27
13fat pitches
200on watchlist
10/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 3 deep-dived of 22 scanned
Synchrony Financial · consumer_finance
good · 77
narrow moat
Value$70.53
Price$79.78
MoS
-11.6%
Cheap, shrinking-share consumer lender with a narrow moat — a cyclical value, not a forever compounder.
Lennox International · industrial
wonderful · 86
no moat
Value$316.45
Price$393.72
MoS
-19.6%
Model unavailable; showing baseline owner-earnings value.
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 | $77.52 | $109.18 | +40.8% | HOLD |
| LULU | apparel | wonderful · 95 | no moat | $116.35 | $163.56 | +40.6% | HOLD |
| IT | software | wonderful · 94 | wide moat | $192.96 | $267.09 | +38.4% | BUY |
| DECK | apparel | wonderful · 97 | no moat | $89.47 | $123.75 | +38.3% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,368.12 | $8,715.45 | +36.9% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $61.81 | $83.53 | +35.1% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $62.09 | $82.52 | +32.9% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $125.70 | $166.44 | +32.4% | BUY |
| ACN | software | wonderful · 89 | wide moat | $181.38 | $238.59 | +31.5% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $100.72 | $132.18 | +31.2% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $95.54 | $123.84 | +29.6% | BUY |
| MPC | energy | good · 75 | no moat | $362.27 | $459.10 | +26.7% | HOLD |
| UHS | healthcare | good · 69 | no moat | $178.69 | $218.86 | +22.5% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $91.53 | $109.55 | +19.7% | HOLD |
| VLO | energy | good · 73 | narrow moat | $348.03 | $407.15 | +17.0% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $273.47 | $315.78 | +15.5% | HOLD |
| INTU | software | good · 79 | wide moat | $345.88 | $387.82 | +12.1% | HOLD |
| APA | energy | good · 74 | no moat | $41.19 | $45.22 | +9.8% | HOLD |
| PTC | software | good · 72 | narrow moat | $151.61 | $166.02 | +9.5% | HOLD |
| INCY | pharma | good · 77 | no moat | $128.12 | $137.73 | +7.5% | HOLD |