Wonderful businesses at a margin of safety
Jack Henry & Associates · payments
Sticky, conservatively run community-bank utility; wonderful business, but the price already demands most of its growth.
Brown–Forman · beverage
An iconic whiskey brand at a trough price in a cyclical and secular slowdown; modest growth beats the implied 2%.
The quality gate has scanned 511 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 |
|---|---|---|---|---|---|---|---|
| CF | materials | wonderful · 85 | narrow moat | $115.71 | $188.21 | +62.7% | STRONG BUY |
| ZTS | pharma | wonderful · 90 | no moat | $70.30 | $108.02 | +53.7% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $56.84 | $86.92 | +52.9% | HOLD |
| LULU | apparel | wonderful · 95 | narrow moat | $96.87 | $141.64 | +46.2% | HOLD |
| INTU | software | wonderful · 84 | wide moat | $268.03 | $388.00 | +44.8% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $94.06 | $132.44 | +40.8% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $177.12 | $242.23 | +36.8% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $95.12 | $129.84 | +36.5% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $77.68 | $105.10 | +35.3% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $53.89 | $72.59 | +34.7% | HOLD |
| APA | energy | good · 76 | narrow moat | $42.19 | $56.70 | +34.4% | BUY |
| ADBE | software | wonderful · 96 | no moat | $233.17 | $300.84 | +29.0% | HOLD |
| PTC | software | good · 72 | no moat | $137.56 | $175.01 | +27.2% | HOLD |
| INCY | pharma | good · 77 | no moat | $123.20 | $156.30 | +26.9% | HOLD |
| UHS | healthcare | good · 69 | no moat | $175.73 | $218.86 | +24.5% | HOLD |
| IT | software | wonderful · 94 | narrow moat | $185.85 | $231.17 | +24.4% | BUY |
| NVR | retail | wonderful · 88 | wide moat | $6,234.63 | $7,666.75 | +23.0% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $89.32 | $109.55 | +22.6% | BUY |
| UBER | industrial | good · 69 | narrow moat | $69.36 | $84.06 | +21.2% | HOLD |
| VLO | energy | good · 73 | no moat | $387.72 | $465.45 | +20.0% | HOLD |