Snap-on · industrial
wonderful · 90
wide moat
Value$418.41
Price$371.62
MoS
+12.6%
Wide-moat professional tool franchise with pricing power, net cash, and buybacks compounding patiently.
Wonderful businesses at a margin of safety
2026-09-18
17fat pitches
200on watchlist
9/22cleared gate today
101%universe scanned
4.9%risk-free
Fat pitch of the day
glm-5.2
CTSH Cognizant
Cheap, cash-rich services firm beats the decline already priced in, but AI threatens the billable-hour engine.
STRONG BUY
wonderful · 81
narrow moat
software
Owner-earnings value$86.92
Price$61.88
Margin of safety
+40.5%
Cognizant earns fees building, maintaining, and running large enterprises' IT systems — application development, consulting, and business-process services sold mainly to financial services and healthcare clients through multi-year contracts. It is a people business: profit comes from the spread between client billable rates and the cost of a global (largely India-based) engineering workforce. The model is asset-light and cash-generative, with revenue tied to headcount and billable hours rather than products.
Full moat, owner-earnings & quality breakdown →Today's wonderful businesses · 2 deep-dived of 22 scanned
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 |
|---|---|---|---|---|---|---|---|
| ZTS | pharma | wonderful · 90 | no moat | $73.02 | $108.02 | +47.9% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $52.94 | $76.32 | +44.2% | HOLD |
| IT | software | wonderful · 94 | wide moat | $187.80 | $267.09 | +42.2% | STRONG BUY |
| CF | materials | wonderful · 85 | narrow moat | $133.82 | $188.21 | +40.6% | STRONG BUY |
| CTSH | software | wonderful · 81 | narrow moat | $61.88 | $86.92 | +40.5% | STRONG BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $99.39 | $138.70 | +39.6% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $79.71 | $107.95 | +35.4% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $98.15 | $132.44 | +34.9% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $96.70 | $129.84 | +34.3% | BUY |
| PTC | software | good · 72 | no moat | $134.44 | $175.01 | +30.2% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $190.29 | $242.23 | +27.3% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $87.53 | $109.55 | +25.2% | BUY |
| APA | energy | good · 76 | narrow moat | $45.46 | $56.70 | +24.7% | BUY |
| INTU | software | good · 79 | wide moat | $313.13 | $387.82 | +23.9% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,242.23 | $7,666.75 | +22.8% | HOLD |
| INCY | pharma | good · 77 | no moat | $127.62 | $156.30 | +22.5% | HOLD |
| UHS | healthcare | good · 69 | no moat | $180.75 | $218.86 | +21.1% | HOLD |
| ADBE | software | wonderful · 96 | no moat | $252.67 | $300.84 | +19.1% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $70.87 | $82.20 | +16.0% | HOLD |
| BR | industrial | good · 75 | wide moat | $164.31 | $190.08 | +15.7% | HOLD |