Veralto · industrial
wonderful · 90
wide moat
Value$93.69
Price$94.32
MoS
-0.7%
Regulated razor-and-blade compounder; wonderful business, but price already demands ~8% growth, so fair at best.
Wonderful businesses at a margin of safety
2026-10-01
20fat pitches
200on watchlist
10/22cleared gate today
102%universe scanned
5.3%risk-free
Fat pitch of the day
opus
SOLV Solventum
Sturdy, under-loved consumables franchise priced for decline; modest growth plus normalizing cash flow beats a -11% bar.
BUY
good · 73
narrow moat
healthcare
Owner-earnings value$114.71
Price$88.15
Margin of safety
+30.1%
Solventum, spun out of 3M in April 2024, sells hospital and clinical consumables: advanced wound care (V.A.C. negative-pressure therapy, Tegaderm dressings), infection prevention and sterilization, IV site management, Littmann stethoscopes, and dental restoratives and orthodontics. It also sells Health Information Systems software for clinical coding and revenue-cycle work, used by thousands of US hospitals. Most of its revenue is recurring, high-volume consumables bought through GPO contracts and clinician preference, plus software subscriptions. It sold its Purification & Filtration unit to Thermo Fisher to pay down spin debt.
Full moat, owner-earnings & quality breakdown →Today's wonderful businesses · 2 deep-dived of 22 scanned
Watchlist · 200 wonderful businesses · 20 at a margin of safety
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 | $115.20 | $188.21 | +63.4% | STRONG BUY |
| ZTS | pharma | wonderful · 90 | no moat | $69.83 | $108.02 | +54.7% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $57.44 | $86.92 | +51.3% | HOLD |
| LULU | apparel | wonderful · 95 | narrow moat | $96.19 | $141.64 | +47.2% | HOLD |
| INTU | software | wonderful · 84 | wide moat | $275.71 | $388.00 | +40.7% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $92.36 | $129.84 | +40.6% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $95.51 | $132.44 | +38.7% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $52.53 | $72.59 | +38.2% | HOLD |
| APA | energy | good · 76 | narrow moat | $41.54 | $56.70 | +36.5% | BUY |
| DECK | apparel | wonderful · 97 | narrow moat | $78.14 | $105.10 | +34.5% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $183.37 | $242.23 | +32.1% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $88.15 | $114.71 | +30.1% | BUY |
| INCY | pharma | good · 77 | no moat | $121.35 | $156.30 | +28.8% | HOLD |
| UHS | healthcare | good · 69 | no moat | $174.26 | $218.86 | +25.6% | HOLD |
| ADBE | software | wonderful · 96 | no moat | $239.94 | $300.84 | +25.4% | HOLD |
| PTC | software | good · 72 | no moat | $140.30 | $175.01 | +24.7% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,154.39 | $7,666.75 | +24.6% | HOLD |
| IT | software | wonderful · 94 | narrow moat | $186.54 | $231.17 | +23.9% | BUY |
| UBER | industrial | good · 69 | narrow moat | $68.51 | $84.06 | +22.7% | HOLD |
| VLO | energy | good · 73 | no moat | $387.61 | $465.45 | +20.1% | HOLD |