PayPal · payments
wonderful · 85
no moat
Value$72.59
Price$52.41
MoS
+38.5%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-09-21
18fat pitches
200on watchlist
8/22cleared gate today
101%universe scanned
5.0%risk-free
Today's wonderful businesses · 1 deep-dived of 22 scanned
Watchlist · 200 wonderful businesses · 18 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 | $71.40 | $108.02 | +51.3% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $127.70 | $188.21 | +47.4% | STRONG BUY |
| CTSH | software | wonderful · 81 | narrow moat | $59.87 | $86.92 | +45.2% | HOLD |
| IT | software | wonderful · 94 | wide moat | $185.78 | $267.09 | +43.8% | STRONG BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $98.06 | $138.70 | +41.4% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $52.41 | $72.59 | +38.5% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $78.43 | $107.95 | +37.6% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $97.46 | $132.44 | +35.9% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $96.89 | $129.84 | +34.0% | BUY |
| ACN | software | wonderful · 89 | narrow moat | $181.29 | $242.23 | +33.6% | HOLD |
| PTC | software | good · 72 | no moat | $135.89 | $175.01 | +28.8% | HOLD |
| INTU | software | good · 79 | wide moat | $303.19 | $387.82 | +27.9% | HOLD |
| APA | energy | good · 76 | narrow moat | $44.87 | $56.70 | +26.4% | BUY |
| INCY | pharma | good · 77 | no moat | $125.31 | $156.30 | +24.7% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,150.47 | $7,666.75 | +24.7% | HOLD |
| UHS | healthcare | good · 69 | no moat | $176.69 | $218.86 | +23.9% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $88.84 | $109.55 | +23.3% | BUY |
| ADBE | software | wonderful · 96 | no moat | $248.92 | $300.84 | +20.9% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $70.50 | $82.20 | +16.6% | HOLD |
| BR | industrial | good · 75 | wide moat | $163.13 | $190.08 | +16.5% | HOLD |