Jack Henry & Associates · payments
wonderful · 90
wide moat
Value$159.80
Price$153.08
MoS
+4.4%
Sticky core banking toll road with very low churn; fairly priced, so returns roughly track business growth.
Wonderful businesses at a margin of safety
2026-10-14
16fat pitches
201on watchlist
6/22cleared gate today
102%universe scanned
5.2%risk-free
Today's wonderful businesses · 2 deep-dived of 22 scanned
Lockheed Martin · aerospace
good · 80
wide moat
Value$520.54
Price$504.02
MoS
+3.3%
Entrenched defense annuity at a fair price; buybacks plus munitions growth roughly match the ~5% the market implies.
Watchlist · 201 wonderful businesses · 16 at a margin of safety
The quality gate has scanned 514 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 | $117.25 | $188.21 | +60.5% | STRONG BUY |
| INCY | pharma | good · 77 | no moat | $108.62 | $156.30 | +43.9% | HOLD |
| GDDY | technology | wonderful · 82 | narrow moat | $103.03 | $146.96 | +42.6% | STRONG BUY |
| CTSH | software | wonderful · 81 | narrow moat | $61.33 | $86.92 | +41.7% | STRONG BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $94.34 | $132.62 | +40.6% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $74.30 | $101.30 | +36.3% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $86.30 | $114.71 | +32.9% | BUY |
| NVR | retail | wonderful · 88 | wide moat | $5,797.61 | $7,666.75 | +32.2% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $84.02 | $110.65 | +31.7% | HOLD |
| PYPL | payments | wonderful · 85 | narrow moat | $56.17 | $73.33 | +30.6% | BUY |
| INTU | software | wonderful · 84 | wide moat | $301.45 | $388.00 | +28.7% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $96.85 | $123.58 | +27.6% | BUY |
| ADBE | software | wonderful · 96 | no moat | $236.28 | $300.84 | +27.3% | HOLD |
| APA | energy | good · 76 | no moat | $48.01 | $60.89 | +26.8% | HOLD |
| AVY | materials | good · 73 | narrow moat | $170.72 | $213.01 | +24.8% | BUY |
| UHS | healthcare | good · 69 | narrow moat | $179.01 | $217.10 | +21.3% | BUY |
| CPRT | industrial | wonderful · 86 | wide moat | $26.37 | $31.42 | +19.1% | HOLD |
| UBER | industrial | good · 69 | narrow moat | $71.32 | $84.06 | +17.9% | HOLD |
| IT | software | wonderful · 94 | narrow moat | $196.96 | $231.17 | +17.4% | HOLD |
| SNA | industrial | wonderful · 90 | wide moat | $363.67 | $418.41 | +15.1% | HOLD |