Lululemon Athletica · apparel
wonderful · 95
no moat
Value$169.80
Price$120.07
MoS
+41.4%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-09-03
11fat pitches
200on watchlist
10/22cleared gate today
101%universe scanned
4.8%risk-free
Today's wonderful businesses · 3 deep-dived of 22 scanned
Watchlist · 200 wonderful businesses · 11 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 |
|---|---|---|---|---|---|---|---|
| PYPL | payments | wonderful · 85 | no moat | $54.67 | $83.53 | +52.8% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $76.17 | $109.18 | +43.3% | HOLD |
| IT | software | wonderful · 94 | wide moat | $186.75 | $267.09 | +43.0% | STRONG BUY |
| LULU | apparel | wonderful · 95 | no moat | $120.07 | $169.80 | +41.4% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,326.95 | $8,715.45 | +37.8% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $83.76 | $113.73 | +35.8% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.21 | $132.18 | +34.6% | BUY |
| UHS | healthcare | good · 69 | no moat | $167.49 | $218.86 | +30.7% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $63.40 | $82.52 | +30.2% | BUY |
| GDDY | technology | wonderful · 82 | no moat | $101.87 | $132.44 | +30.0% | HOLD |
| ACN | software | wonderful · 89 | wide moat | $187.68 | $238.59 | +27.1% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $139.27 | $166.44 | +19.5% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $91.90 | $109.55 | +19.2% | HOLD |
| MPC | energy | good · 75 | no moat | $387.00 | $459.10 | +18.6% | HOLD |
| PTC | software | good · 72 | no moat | $149.13 | $175.01 | +17.4% | HOLD |
| INTU | software | good · 79 | wide moat | $342.94 | $387.82 | +13.1% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $279.79 | $315.78 | +12.9% | HOLD |
| VLO | energy | good · 73 | narrow moat | $366.09 | $407.15 | +11.2% | HOLD |
| PNR | industrial | good · 75 | $59.84 | $66.25 | +10.7% | HOLD | |
| AOS | industrial | wonderful · 88 | wide moat | $59.26 | $65.45 | +10.4% | HOLD |