Accenture · software
wonderful · 89
narrow moat
Value$242.23
Price$175.80
MoS
+37.8%
World's scale leader in tech consulting, fortress finances, priced for decline while AI spending booms.
Wonderful businesses at a margin of safety
2026-09-10
17fat pitches
200on watchlist
12/22cleared gate today
101%universe scanned
4.8%risk-free
Today's wonderful businesses · 5 deep-dived of 22 scanned
Avery Dennison · materials
good · 73
no moat
Value$191.85
Price$169.79
MoS
+13.0%
Model unavailable; showing baseline owner-earnings value.
Corpay · payments
good · 72
no moat
Value$442.65
Price$406.09
MoS
+9.0%
Model unavailable; showing baseline owner-earnings value.
Synchrony Financial · consumer_finance
good · 77
no moat
Value$69.89
Price$77.35
MoS
-9.6%
Model unavailable; showing baseline owner-earnings value.
Parker Hannifin · industrial
wonderful · 80
narrow moat
Value$564.04
Price$949.47
MoS
-40.6%
Wonderful niche compounder with switching-cost moat — the price, not the business, is the problem.
Watchlist · 200 wonderful businesses · 17 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 |
|---|---|---|---|---|---|---|---|
| LULU | apparel | wonderful · 95 | no moat | $99.72 | $169.80 | +70.3% | HOLD |
| IT | software | wonderful · 94 | wide moat | $169.69 | $267.09 | +57.4% | STRONG BUY |
| ZTS | pharma | wonderful · 90 | no moat | $73.31 | $108.02 | +47.4% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $52.17 | $76.32 | +46.3% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $58.20 | $82.52 | +41.8% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $80.23 | $113.73 | +41.8% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $93.60 | $132.44 | +41.5% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $175.80 | $242.23 | +37.8% | HOLD |
| PTC | software | good · 72 | no moat | $128.89 | $175.01 | +35.8% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $96.12 | $129.84 | +35.1% | BUY |
| APA | energy | good · 76 | narrow moat | $44.84 | $56.70 | +26.4% | BUY |
| UHS | healthcare | good · 69 | no moat | $175.78 | $218.86 | +24.5% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,187.30 | $7,666.75 | +23.9% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $254.86 | $315.78 | +23.9% | HOLD |
| INTU | software | good · 79 | wide moat | $313.94 | $387.82 | +23.5% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $90.03 | $109.55 | +21.7% | BUY |
| CF | materials | wonderful · 85 | narrow moat | $138.11 | $166.44 | +20.5% | BUY |
| VLO | energy | good · 73 | no moat | $388.95 | $465.45 | +19.7% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $71.08 | $82.20 | +15.6% | HOLD |
| PNR | industrial | good · 75 | $57.52 | $66.25 | +15.2% | HOLD |