Value & GARP
Benjamin Graham: Defensive Investor
Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Graham's criteria for the defensive investor ("The Intelligent Investor"), applied to the available dataset: adequate size (market cap ≥ $2B), solid financing (debt ratio ≤ 1), earnings stability (positive earnings per share in every available quarter) and earnings growth (most recent quarter above the oldest), P/E ≤ 15, plus the Graham Number: P/E × P/B ≤ 22.5. The original's dividend criterion is dropped (no dividend history in the dataset); the 10-year history is approximated using the available quarters. Source: fundamental data.
No global trading filters — this strategy checks the entire stock universe purely against its own criteria (mega caps over $50B included).
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Terms in This Scanner Explained
(15)
- ADR (Average Daily Range)
- The average daily swing of a stock in percent - measured over 10 or 30 trading days (columns "ADR 10D/30D"). An ADR of 5% means: on a normal day the gap between the intraday low and high runs about 5%. Traders look for movement - that is why stocks with an ADR under 1% are filtered out globally. Not to be confused with ADR meaning "American Depositary Receipt" (a US certificate for foreign shares) - here ADR always means the daily swing.
- AI Classification
- Our company-by-company assessment of the AI boom based on SEC filings (the last four quarterly 10-Q reports and two annual 10-K reports): "Sells AI" (AI is a revenue source), "Threatened" (AI is a concrete business risk), "Uses AI" (operational use), or "Neutral" (no material AI exposure). Every classification requires at least two direct quote citations - otherwise the column shows "-". Not a quality judgment or a buy recommendation; the full file is on the stock page, methodology at /stocks/ai-rating-methodology.
- Analysis (Full Company Analysis)
- If the Analysis column shows "Read," there is an in-depth TickerGuard company analysis for this stock: business model, scanner findings, quarterly results, evidence from SEC filings, plus opportunities and risks. One click opens it directly.
- Avg/Yr 3Y (Average Annual Return)
- The stock's average annual return over the past 3 years. Shows at a glance whether a stock delivers over the long run or just had a short hot streak.
- Earnings Date
- The date of the next quarterly earnings report. Price gaps in either direction are common around this date - that is why we color it red when it is 7 days away or less, and yellow when it is 14 days away or less: elevated risk for fresh positions.
- EPS (Earnings per Share)
- Quarterly earnings divided by the number of shares outstanding. The most important growth metric: if EPS rises strongly over several quarters, the company is earning more money per share.
- Free Cash Flow (FCF)
- Operating cash flow minus capital expenditures - the money left over for everything else (debt paydown, acquisitions, or buybacks). Consistently positive free cash flow is one of the most honest signs of a healthy business model.
- Funda Rating (Fundamental Rating A+ to F)
- Our proprietary fundamental rating from 0 to 100 points with a school-grade rank from A+ to F. 50 points is the average across the universe, 100 the best possible score. Every stock is scored against all others by percentile: growth in earnings and revenue, earnings surprises, analyst estimates, and quality criteria such as margins, cash flow, and balance-sheet strength. Grades: A+ from 95, A from 75, B from 55, C from 45, D from 25, E from 5, F below — A/A+ are the fundamentally strongest stocks in the universe.
- Market Capitalization (Mkt Cap)
- The market value of the company: share price x total shares outstanding, shown here in billions of dollars. Micro caps (< $0.3B) are small and volatile, mega caps (> $200B) are heavyweights. Our scanner universe is deliberately capped at $50B - we look for stocks with room to run.
- Net Margin
- How much of revenue is left as profit? Net income divided by revenue, in percent. A 20% margin means: out of every dollar of revenue, 20 cents is left as profit. Rising margins are a strong quality signal.
- Operating Cash Flow (OCF)
- The cash that actually flows into the company from day-to-day operations - without accounting effects such as depreciation. A company can report book profits while still burning cash; operating cash flow reveals that.
- Piotroski F-Score
- A balance-sheet health check developed by Joseph Piotroski: 9 yes/no criteria covering earnings, cash flow, leverage, and efficiency produce a score from 0 to 9. Scores of 7 or higher are considered financially very solid, scores under 3 a warning sign.
- Sector & Industry
- Two levels of industry classification: sector is broad (e.g., Technology), industry is narrow (e.g., Semiconductors). Many strategies watch industry strength, because strong stocks are almost always found in strong industries.
- Stage (Weinstein Stages 1-4)
- Stan Weinstein divides every price chart into four stages: Stage 1 = basing (sideways after a downtrend), Stage 2 = uptrend (the only buying stage), Stage 3 = topping, Stage 4 = downtrend (avoid, or short candidate). Measured against the 30-week line (150-day moving average) and its slope.
- Stress RS (Strength on Stress Days)
- A stress day is a day on which both the overall market and the stock's own sector fell at least 0.5%. Stress RS counts on how many of these days the stock still closed green (shown as "g/n" = green days out of n stress days) and turns that into a rating from 1 to 99. High values point to buyers stepping in even on weak days - often a sign of institutional accumulation.
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| Symbol | Earnings | Avg/Y 3Y | Stress RS | Stage | Funda Rating | Piotroski | MktCap | Industry | AI Rating | Deep Dive | Deep-Dive Report | Sector | Price | YTD | 6 Mo. | 1 Year | Off High | Price Target | RS | EPS Rating | ADR 10D | ADR 30D | Beta | P/E | P/E (f) | P/S | P/B | P/FCF | PEG | EV/EBITDA | EBIT Margin | Gross Margin | Net Margin | ROE | ROA | Debt/Eq | Equity Ratio | Sales +/Y | Growth Score | Div. Yield | Payout Ratio | Altman Z | Inst. % | Short % | Analysts |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARW Arrow Electronics Inc | 07/30 | +22 % | 72 7/25 | Stage 2 | B 66 | 7 of 9 | 11.5 $ | Electronics & Computer Distribution | Sells AI | — | Technology | 216.60 $ | +104.6 % | +91.0 % | +86.7 % | −3.5 % | +2.5 % | 91 | 90 | 3.3 % | 3.6 % | 1.20 | 14.6 | 5.0 | 0.3 | 1.5 | 30.6 | 0.95 | 10.5 | 4.2 % | 11.3 % | 2.2 % | 11.3 % | 2.5 % | 0.53 | 18.8 % | +10.5 % | — | 0.0 % | 0.0 % | 5.5 | 108.6 % | 3.3 % | 2.7 (6) | |
| STNG Scorpio Tankers Inc | 07/29 | +34 % | 99 6/10 | Stage 2 | B 57 | 7 of 9 | 3.9 $ | Oil & Gas Midstream | Uses AI | — | — | Energy | 77.90 $ | +62.6 % | +39.0 % | +77.0 % | −13.7 % | +23.6 % | 83 | 92 | 3.9 % | 3.4 % | -0.25 | 7.4 | 6.0 | 3.8 | 1.1 | 8.4 | 2.46 | 2.6 | 49.1 % | 73.0 % | 67.2 % | 15.9 % | 8.2 % | 0.17 | 83.7 % | -24.6 % | — | 2.3 % | 16.4 % | 13.0 | 71.0 % | 4.8 % | 4.7 (9) |
| LPG Dorian LPG Ltd | 08/07 | +44 % | 98 5/10 | Stage 2 | B 64 | 8 of 9 | 2.1 $ | Oil & Gas Midstream | Neutral | — | — | Energy | 47.40 $ | +74.8 % | +53.0 % | +84.5 % | −23.2 % | +7.6 % | 83 | 96 | 5.2 % | 5.0 % | 0.78 | 10.4 | 5.8 | 4.3 | 1.8 | 10.9 | — | 8.3 | 55.2 % | 68.9 % | 40.8 % | 17.7 % | 7.2 % | 0.62 | 60.9 % | +36.3 % | — | 7.1 % | 77.7 % | 7.4 | 70.3 % | 7.3 % | 4.8 (4) |
| TNK Teekay Tankers Ltd | 07/29 | +45 % | 93 4/10 | Stage 2 | B 55 | 7 of 9 | 2.7 $ | Oil & Gas Midstream | Neutral | — | — | Energy | 79.40 $ | +50.7 % | +24.6 % | +92.4 % | −16.3 % | +12.6 % | 82 | 86 | 4.8 % | 4.0 % | -0.25 | 6.5 | 5.0 | 2.7 | 1.3 | 19.9 | 1.10 | 2.3 | 43.7 % | 50.3 % | 51.3 % | 21.4 % | 12.0 % | 0.02 | 91.6 % | -22.6 % | — | 1.3 % | 12.9 % | 20.2 | 70.5 % | 3.9 % | 4.3 (6) |
| VLY Valley National Bancorp | 07/23 | +40 % | 1 0/22 | Stage 2 | B 61 | 8 of 9 | 7.9 $ | Banks - Regional | – | — | — | Financial Services | 14.30 $ | +25.2 % | +24.9 % | +59.9 % | −1.1 % | +16.6 % | 77 | 79 | 2.4 % | 2.3 % | 1.05 | 12.8 | 11.2 | 2.2 | 1.1 | 14.3 | 1.16 | 0.0 | 46.4 % | 100.0 % | 34.5 % | 8.6 % | 1.1 % | 0.39 | 12.1 % | -2.2 % | — | 3.1 % | 37.6 % | 3.6 | 90.1 % | 10.5 % | 3.6 (12) |
| WSFS WSFS Financial Corporation | 07/23 | +42 % | 1 0/22 | Stage 2 | B 62 | 6 of 9 | 4.1 $ | Banks - Regional | – | — | — | Financial Services | 80.20 $ | +38.3 % | +35.0 % | +48.0 % | 0 % | +8.8 % | 75 | 76 | 2.0 % | 1.9 % | 0.76 | 14.2 | 9.9 | 3.0 | 1.5 | 14.1 | 0.98 | 0.0 | 44.0 % | 100.0 % | 29.7 % | 11.5 % | 1.5 % | 0.18 | 12.3 % | -3.1 % | — | 1.0 % | 12.0 % | — | 94.0 % | 6.2 % | 3.8 (5) |
| APA APA Corporation | 08/05 | +6 % | 53 2/10 | Stage 2 | B 58 | 5 of 9 | 13.3 $ | Oil & Gas E&P | Neutral | — | Energy | 37.30 $ | +47.8 % | +41.5 % | +100.2 % | −18.6 % | +11.6 % | 74 | 72 | 3.4 % | 3.9 % | 0.35 | 8.8 | 5.7 | 1.5 | 2.1 | 8.9 | 0.71 | 3.3 | 38.5 % | 72.3 % | 18.3 % | 26.2 % | 9.6 % | 0.75 | 32.1 % | -8.4 % | — | 2.7 % | 31.1 % | 1.5 | 106.1 % | 12.0 % | 3.1 (29) | |
| HG Hamilton Insurance Group, Ltd. | 08/05 | — | 99 12/22 | Stage 2 | B 61 | 7 of 9 | 3.6 $ | Insurance - Reinsurance | Uses AI | — | Financial Services | 36.00 $ | +29.6 % | +33.8 % | +79.1 % | 0 % | -0.4 % | 74 | 82 | 2.8 % | 2.7 % | 0.46 | 5.7 | 0.0 | 1.2 | 1.3 | 3.9 | — | 0.0 | 29.1 % | 40.5 % | 21.7 % | 33.7 % | 6.0 % | 0.05 | 29.5 % | +15.3 % | — | 6.6 % | 44.5 % | 0.8 | 83.6 % | 3.0 % | 3.8 (6) | |
| SIRI Sirius XM Holdings Inc. | 07/30 | -6 % | 49 5/24 | Stage 2 | D 44 | 5 of 9 | 10.0 $ | Entertainment | Uses AI | — | Communication Services | 29.60 $ | +49.0 % | +44.2 % | +47.1 % | −4.6 % | +5.5 % | 73 | 67 | 2.9 % | 3.3 % | 0.96 | 12.5 | 9.6 | 1.2 | 0.9 | 6.4 | 1.26 | 8.6 | 22.0 % | 47.4 % | 10.2 % | 7.4 % | 4.4 % | 0.84 | 42.4 % | -1.6 % | — | 3.7 % | 34.4 % | 1.4 | 44.4 % | 18.3 % | 3.0 (15) | |
| CATY Cathay General Bancorp | 07/28 | +38 % | 5 1/22 | Stage 2 | B 57 | 7 of 9 | 4.2 $ | Banks - Regional | – | — | — | Financial Services | 63.20 $ | +27.6 % | +24.9 % | +43.7 % | −0.6 % | +2.5 % | 72 | 72 | 2.1 % | 2.1 % | 0.85 | 13.0 | 10.1 | 3.0 | 1.4 | 11.7 | 1.33 | 0.0 | 61.5 % | 100.0 % | 43.7 % | 11.4 % | 1.4 % | 0.05 | 12.4 % | -0.4 % | — | 2.3 % | 28.1 % | -1.7 | 75.1 % | 6.0 % | 3.6 (5) |
| ZION Zions Bancorporation | 07/20 | +62 % | 1 0/22 | Stage 2 | B 58 | 8 of 9 | 10.0 $ | Banks - Regional | – | — | — | Financial Services | 69.70 $ | +18.7 % | +18.5 % | +34.2 % | −0.7 % | +7.5 % | 71 | 74 | 2.2 % | 2.2 % | 0.79 | 10.8 | 10.5 | 2.0 | 1.4 | 8.6 | 4.56 | 0.0 | 36.1 % | 100.0 % | 31.8 % | 14.1 % | 1.3 % | 0.38 | 8.3 % | -1.0 % | — | 2.8 % | 27.8 % | -0.4 | 81.1 % | 5.6 % | 3.6 (21) |
| FULT Fulton Financial Corporation | 07/21 | +41 % | 1 0/22 | Stage 2 | B 58 | 7 of 9 | 4.6 $ | Banks - Regional | – | — | — | Financial Services | 24.30 $ | +23.6 % | +21.9 % | +40.6 % | −0.3 % | +5.8 % | 70 | 54 | 2.2 % | 2.4 % | 0.80 | 11.6 | 10.2 | 2.4 | 1.4 | 11.7 | 1.54 | 0.0 | 40.8 % | 100.0 % | 29.7 % | 11.6 % | 1.2 % | 0.43 | 10.9 % | +5.0 % | — | 3.1 % | 33.3 % | -1.1 | 78.9 % | 5.9 % | 3.6 (7) |
| UMBF UMB Financial Corporation | 08/04 | +52 % | 13 2/22 | Stage 2 | B 67 | 5 of 9 | 10.9 $ | Banks - Regional | – | — | — | Financial Services | 145.70 $ | +22.1 % | +20.3 % | +34.4 % | −1.0 % | +13.0 % | 69 | 90 | 3.6 % | 2.8 % | 0.78 | 12.9 | 11.9 | — | 1.5 | 10.4 | 2.54 | 0.0 | 51.0 % | 100.0 % | 33.5 % | 12.1 % | 1.3 % | 0.52 | 10.8 % | +68.5 % | — | 1.4 % | 13.6 % | 3.4 | 94.8 % | 6.4 % | 4.1 (11) |
| BANC Banc of California, Inc. | 07/22 | +30 % | 5 1/22 | Stage 2 | B 59 | 6 of 9 | 2.9 $ | Banks - Regional | – | — | — | Financial Services | 19.20 $ | +7.7 % | +5.3 % | +35.1 % | −2.6 % | +16.5 % | 68 | 77 | 2.3 % | 2.3 % | 1.14 | 14.6 | 12.0 | 1.6 | 1.0 | 11.0 | 1.12 | 0.0 | 39.3 % | 100.0 % | -3.2 % | 7.0 % | -0.1 % | 0.99 | 10.2 % | -3.3 % | — | 2.5 % | 33.3 % | 3.3 | 101.2 % | 7.4 % | 4.1 (11) |
| WBS Webster Financial Corporation | 07/16 | +43 % | 25 3/22 | Stage 2 | C 54 | 5 of 9 | 12.5 $ | Banks - Regional | – | — | — | Financial Services | 77.30 $ | +21.9 % | +19.1 % | +37.4 % | −0.8 % | -2.1 % | 66 | 62 | 0.9 % | 1.0 % | 1.00 | 12.7 | 12.3 | 3.1 | 1.4 | 9.5 | 1.73 | 0.0 | 49.5 % | 100.0 % | 36.8 % | 10.9 % | 1.2 % | 0.84 | 11.2 % | +6.1 % | — | 2.1 % | 25.4 % | -1.8 | 92.9 % | 0.0 % | 3.1 (14) |
| ABCB Ameris Bancorp | 07/27 | +59 % | 13 2/22 | Stage 2 | B 59 | 7 of 9 | 5.9 $ | Banks - Regional | – | — | — | Financial Services | 87.20 $ | +19.3 % | +18.6 % | +28.9 % | −0.8 % | +8.0 % | 66 | 70 | 2.2 % | 2.1 % | 0.92 | 13.8 | 13.0 | 3.5 | 1.4 | 11.7 | 1.10 | 0.0 | 49.4 % | 100.0 % | 31.8 % | 11.0 % | 1.4 % | 0.33 | 14.5 % | +2.0 % | — | 0.9 % | 12.6 % | -1.2 | 98.4 % | 5.9 % | 4.2 (6) |
| FCF First Commonwealth Financial Corporation | 08/04 | +25 % | 6 1/22 | Stage 2 | B 57 | 8 of 9 | 2.2 $ | Banks - Regional | – | — | — | Financial Services | 21.50 $ | +20.4 % | +19.7 % | +34.6 % | −0.1 % | +10.9 % | 64 | 62 | 1.9 % | 1.9 % | 0.73 | 14.2 | 12.3 | 3.0 | 1.4 | 10.7 | 1.46 | 0.0 | 41.9 % | 100.0 % | 33.2 % | 10.5 % | 1.4 % | 0.13 | 12.7 % | +4.3 % | — | 2.6 % | 33.7 % | 3.9 | 79.0 % | 4.4 % | 3.8 (6) |
| UBSI United Bankshares Inc | 07/23 | +25 % | 1 0/22 | Stage 2 | B 61 | 9 of 9 | 6.7 $ | Banks - Regional | – | — | — | Financial Services | 48.50 $ | +20.1 % | +17.7 % | +41.6 % | −0.5 % | +3.1 % | 63 | 78 | 1.8 % | 1.9 % | 0.73 | 13.6 | 13.6 | 3.6 | 1.2 | 12.7 | 1.95 | 0.0 | 52.1 % | 100.0 % | 41.2 % | 9.3 % | 1.6 % | 0.23 | 16.3 % | +12.3 % | — | 3.1 % | 41.1 % | 4.8 | 75.4 % | 4.4 % | 3.2 (6) |
| SIGI Selective Insurance Group, Inc. | 07/22 | +1 % | 38 4/22 | Stage 2 | C 53 | 6 of 9 | 5.7 $ | Insurance - Property & Casualty | Uses AI | — | — | Financial Services | 94.80 $ | +13.9 % | +16.7 % | +24.1 % | −1.9 % | +6.4 % | 63 | 27 | 2.3 % | 2.5 % | 0.29 | 13.2 | 11.6 | 1.0 | 1.7 | 4.8 | 0.28 | 0.0 | 10.1 % | 22.8 % | 9.1 % | 13.3 % | 2.8 % | 0.25 | 23.4 % | +9.8 % | — | 1.8 % | 21.6 % | 5.0 | 87.7 % | 3.8 % | 3.4 (7) |
| WTFC Wintrust Financial Corporation | 07/20 | +47 % | 4 1/22 | Stage 2 | B 59 | 7 of 9 | 10.8 $ | Banks - Regional | – | — | — | Financial Services | 159.50 $ | +13.4 % | +12.4 % | +26.6 % | −0.9 % | +12.9 % | 62 | 65 | 2.1 % | 2.2 % | 0.84 | 13.3 | 12.7 | 2.5 | 1.5 | 6.4 | 1.17 | 0.0 | 46.3 % | 100.0 % | 32.6 % | 12.3 % | 1.3 % | 0.59 | 10.2 % | +6.7 % | — | 1.4 % | 16.9 % | -0.2 | 98.1 % | 3.9 % | 4.5 (13) |
| FNB F.N.B. Corp | 07/16 | +29 % | 1 0/22 | Stage 2 | B 62 | 8 of 9 | 6.5 $ | Banks - Regional | – | — | — | Financial Services | 18.90 $ | +11.3 % | +10.5 % | +27.0 % | −0.9 % | +10.8 % | 62 | 65 | 2.0 % | 2.0 % | 0.86 | 11.7 | 9.7 | 2.4 | 1.0 | 14.0 | 1.05 | 0.0 | 41.9 % | 100.0 % | 34.6 % | 8.9 % | 1.2 % | 0.61 | 13.4 % | +4.9 % | — | 2.8 % | 29.2 % | 3.4 | 89.5 % | 11.5 % | 4.7 (9) |
| CUBI Customers Bancorp, Inc. | 07/23 | +59 % | 28 3/22 | Stage 2 | B 65 | 6 of 9 | 2.7 $ | Banks - Regional | – | — | — | Financial Services | 78.70 $ | +6.4 % | +3.5 % | +23.4 % | −3.8 % | +19.4 % | 62 | 95 | 2.7 % | 2.7 % | 1.49 | 10.1 | 8.3 | 1.8 | 1.2 | 9.0 | 1.18 | 0.0 | 48.7 % | 100.0 % | 35.3 % | 14.0 % | 1.2 % | 0.89 | 8.3 % | +3.9 % | — | 0.0 % | 0.0 % | 3.7 | 102.1 % | 10.3 % | 3.9 (8) |
| MTB M&T Bank Corporation | 07/15 | +40 % | 1 0/22 | Stage 2 | B 55 | 7 of 9 | 35.5 $ | Banks - Regional | – | — | — | Financial Services | 246.30 $ | +16.4 % | +17.0 % | +34.4 % | −0.9 % | +3.9 % | 61 | 68 | 1.9 % | 2.0 % | 0.57 | 13.8 | 12.9 | 2.9 | 1.4 | 10.9 | 1.65 | 0.0 | 38.9 % | 100.0 % | 32.1 % | 10.3 % | 1.4 % | 0.98 | 13.0 % | -8.2 % | — | 2.4 % | 31.6 % | 0.3 | 93.1 % | 4.5 % | 3.9 (21) |
| ONB Old National Bancorp | 07/28 | +36 % | 1 0/22 | Stage 2 | B 60 | 5 of 9 | 10.3 $ | Banks - Regional | – | — | — | Financial Services | 26.60 $ | +15.6 % | +14.0 % | +30.1 % | −1.1 % | +12.1 % | 61 | 73 | 2.0 % | 2.1 % | 0.83 | 13.7 | 10.1 | 2.6 | 1.2 | 13.7 | 1.59 | 0.0 | 51.3 % | 100.0 % | 33.3 % | 10.1 % | 1.2 % | 0.92 | 11.7 % | +25.5 % | — | 2.2 % | 23.3 % | -1.2 | 98.4 % | 6.3 % | 4.2 (11) |
| RF Regions Financial Corporation | 07/17 | +33 % | 12 2/22 | Stage 2 | B 55 | 7 of 9 | 26.5 $ | Banks - Regional | – | — | — | Financial Services | 31.00 $ | +10.2 % | +11.3 % | +27.1 % | −4.9 % | +6.2 % | 60 | 67 | 2.1 % | 2.3 % | 1.01 | 12.9 | 11.7 | 2.8 | 1.5 | 13.5 | 1.80 | 0.0 | 40.1 % | 100.0 % | 30.8 % | 11.9 % | 1.4 % | 0.49 | 11.7 % | +2.5 % | — | 3.5 % | 43.8 % | 3.8 | 86.3 % | 8.6 % | 3.4 (21) |
| SPNT Siriuspoint Ltd | 08/03 | +54 % | 40 4/22 | Stage 2 | B 58 | 7 of 9 | 2.8 $ | Insurance - Reinsurance | Uses AI | — | — | Financial Services | 23.70 $ | +8.0 % | +5.8 % | +20.6 % | −5.2 % | +16.7 % | 60 | 81 | 3.0 % | 3.0 % | 0.60 | 6.2 | 9.5 | 0.9 | 1.3 | 10.6 | — | 0.0 | 18.0 % | 23.9 % | 16.9 % | 23.1 % | 2.2 % | 0.30 | 18.4 % | +22.6 % | — | 0.0 % | 0.0 % | — | 87.3 % | 4.0 % | 3.0 (1) |
| FAF First American Corporation | 07/22 | +13 % | 68 6/22 | Stage 2 | B 63 | 6 of 9 | 7.5 $ | Insurance - Specialty | – | — | — | Financial Services | 75.00 $ | +14.9 % | +14.0 % | +29.1 % | −8.5 % | +16.9 % | 58 | 82 | 2.9 % | 2.5 % | 1.25 | 11.8 | 9.4 | 0.9 | 1.4 | 8.6 | 2.98 | 0.0 | 11.1 % | 64.0 % | 9.3 % | 12.8 % | 4.1 % | 0.48 | 30.6 % | +21.6 % | — | 2.9 % | 31.0 % | — | 97.9 % | 7.5 % | 4.3 (4) |
| NBTB NBT Bancorp Inc | 07/27 | +22 % | 5 1/22 | Stage 2 | B 60 | 7 of 9 | 2.7 $ | Banks - Regional | – | — | — | Financial Services | 52.70 $ | +17.8 % | +17.1 % | +31.6 % | −0.5 % | +5.9 % | 57 | 70 | 2.4 % | 2.2 % | 0.49 | 15.0 | 13.4 | 2.9 | 1.4 | 11.5 | 2.66 | 0.0 | 40.6 % | 100.0 % | 29.6 % | 10.5 % | 1.3 % | 0.08 | 11.8 % | +10.4 % | — | 3.0 % | 37.0 % | 3.8 | 65.5 % | 4.7 % | 4.0 (6) |
| TOL Toll Brothers Inc | 08/18 | +35 % | 42 6/31 | Stage 2 | C 47 | 5 of 9 | 13.7 $ | Residential Construction | – | — | — | Consumer Cyclical | 145.90 $ | +12.1 % | +18.6 % | +24.2 % | −3.7 % | +15.3 % | 56 | 22 | 4.2 % | 3.7 % | 1.33 | 11.2 | 10.6 | 1.2 | 1.6 | 11.2 | 0.98 | 9.1 | 15.1 % | 25.2 % | 11.7 % | 15.7 % | 7.5 % | 0.35 | 58.3 % | +1.1 % | — | 0.7 % | 7.7 % | 12.1 | 92.6 % | 6.4 % | 4.1 (19) |
| TCBI Texas Capital Bancshares, Inc. | 07/16 | +36 % | 4 1/22 | Stage 2 | B 64 | 7 of 9 | 4.3 $ | Banks - Regional | – | — | — | Financial Services | 98.90 $ | +12.2 % | +9.8 % | +18.0 % | −4.9 % | +10.5 % | 56 | 81 | 2.4 % | 2.4 % | 0.67 | 13.3 | 13.6 | — | 1.3 | 4.7 | 1.47 | 0.0 | 32.2 % | 100.0 % | 28.7 % | 10.2 % | 1.1 % | 0.24 | 10.8 % | +13.5 % | — | 0.8 % | 5.2 % | -1.3 | 107.8 % | 13.1 % | 3.2 (13) |
| GRBK Green Brick Partners Inc | 07/29 | +12 % | 21 4/31 | Stage 2 | D 44 | 4 of 9 | 3.0 $ | Residential Construction | – | — | — | Consumer Cyclical | 70.70 $ | +19.0 % | +26.1 % | +14.2 % | −3.9 % | -12.3 % | 56 | 24 | 4.0 % | 3.2 % | 1.79 | 10.4 | 10.6 | 1.5 | 1.6 | 27.0 | 1.15 | 8.6 | 18.1 % | 30.8 % | 14.8 % | 17.4 % | 10.1 % | 0.15 | 75.9 % | -2.8 % | — | 0.0 % | 0.0 % | 15.7 | 81.5 % | 0.0 % | 3.0 (3) |
| ALL The Allstate Corporation | 07/29 | +43 % | 98 11/22 | Stage 2 | B 68 | 7 of 9 | 68.0 $ | Insurance - Property & Casualty | Uses AI | — | — | Financial Services | 264.10 $ | +12.4 % | +16.7 % | +32.5 % | −2.3 % | -3.6 % | 55 | 93 | 2.4 % | 2.6 % | 0.17 | 6.0 | 10.4 | 1.0 | 2.3 | 5.9 | 3.16 | 0.0 | 19.0 % | 34.4 % | 17.8 % | 45.2 % | 7.5 % | 0.26 | 25.5 % | +4.6 % | — | 1.6 % | 11.7 % | 3.4 | 85.5 % | 0.1 % | 3.8 (25) |
| UCB United Community Banks, Inc. | 07/22 | +19 % | 5 1/22 | Stage 2 | B 56 | 6 of 9 | 4.2 $ | Banks - Regional | – | — | — | Financial Services | 35.40 $ | +10.7 % | +10.4 % | +19.9 % | −4.7 % | +9.9 % | 53 | 65 | 2.3 % | 2.2 % | 0.83 | 13.2 | 12.5 | 2.7 | 1.2 | 11.3 | 1.67 | 0.0 | 45.7 % | 100.0 % | 34.1 % | 9.5 % | 1.3 % | 0.03 | 13.0 % | +3.8 % | — | 2.8 % | 35.0 % | -1.9 | 88.3 % | 4.6 % | 4.0 (7) |
| CDE Coeur Mining Inc | 08/05 | +164 % | 22 3/23 | Stage 1 | B 74 | 7 of 9 | 16.4 $ | Gold | – | — | — | Basic Materials | 14.90 $ | -8.4 % | -12.7 % | +71.8 % | −42.4 % | +66.7 % | 50 | 95 | 6.6 % | 6.4 % | 1.30 | 12.0 | 7.2 | 6.4 | 1.5 | 18.0 | 3.75 | 11.7 | 43.1 % | 58.6 % | 31.2 % | 12.2 % | 6.7 % | 0.08 | 68.2 % | +96.4 % | — | 0.3 % | 2.1 % | 6.0 | 79.7 % | 5.8 % | 4.4 (10) |
| SFD Smithfield Foods, Inc. | 08/11 | — | 90 6/16 | Stage 2 | C 49 | 4 of 9 | 10.0 $ | Packaged Foods | – | — | — | Consumer Defensive | 26.00 $ | +14.5 % | +14.0 % | +12.9 % | −18.1 % | +20.8 % | 48 | 57 | 2.7 % | 2.4 % | — | 10.1 | 10.2 | 0.6 | 1.5 | 12.3 | — | 6.8 | 8.8 % | 13.4 % | 6.5 % | 15.0 % | 7.3 % | 0.35 | 57.2 % | +9.8 % | — | 4.8 % | 58.0 % | 8.2 | 12.5 % | 12.6 % | 4.4 (8) |
| RGA Reinsurance Group of America, Incorporated | 07/30 | +20 % | 38 4/22 | Stage 2 | B 60 | 5 of 9 | 15.3 $ | Insurance - Reinsurance | – | — | — | Financial Services | 236.90 $ | +5.0 % | +4.9 % | +25.4 % | −9.0 % | +10.5 % | 46 | 63 | 2.3 % | 2.3 % | 0.47 | 13.3 | 8.3 | 0.6 | 1.2 | 2.8 | 1.14 | 0.0 | 8.3 % | 13.5 % | 4.9 % | 9.9 % | 0.9 % | 0.46 | 8.1 % | +3.4 % | — | 1.6 % | 19.2 % | 3.9 | 103.5 % | 1.9 % | 3.9 (10) |
| BANR Banner Corporation | 07/15 | +24 % | 5 1/22 | Stage 2 | C 49 | 7 of 9 | 2.4 $ | Banks - Regional | Threatened | — | Financial Services | 70.40 $ | +12.2 % | +6.3 % | +17.1 % | −3.0 % | +8.2 % | 46 | 67 | 2.2 % | 2.1 % | 0.83 | 11.4 | 12.4 | 2.9 | 1.2 | 7.9 | 1.83 | 0.0 | 37.7 % | 100.0 % | 31.0 % | 10.8 % | 1.3 % | 0.17 | 11.9 % | -1.0 % | — | 2.9 % | 33.4 % | -0.7 | 94.7 % | 8.0 % | 4.0 (5) | |
| SSB SouthState Corporation | 07/23 | +22 % | 1 0/22 | Stage 2 | B 66 | 8 of 9 | 10.1 $ | Banks - Regional | – | — | — | Financial Services | 105.10 $ | +6.3 % | +5.1 % | +14.5 % | −7.1 % | +13.4 % | 45 | 89 | 2.1 % | 2.1 % | 0.70 | 11.3 | 10.0 | — | 1.1 | 12.9 | 1.45 | 0.0 | 50.3 % | 100.0 % | 35.5 % | 10.6 % | 1.4 % | 0.15 | 13.3 % | +57.0 % | — | 2.5 % | 25.4 % | 4.3 | 88.2 % | 3.5 % | 4.4 (11) |
| ORI Old Republic International Corp | 07/23 | +34 % | 78 7/22 | Stage 1 | B 60 | 6 of 9 | 10.5 $ | Insurance - Property & Casualty | – | — | — | Financial Services | 43.20 $ | -6.1 % | -4.3 % | +30.2 % | −14.4 % | +0.7 % | 42 | 73 | 2.0 % | 2.0 % | 0.63 | 11.0 | 11.4 | 1.1 | 1.8 | 8.2 | 1.39 | 0.0 | 18.0 % | 63.9 % | 11.7 % | 17.3 % | 3.1 % | 0.27 | 27.3 % | +10.4 % | — | 2.9 % | 92.9 % | 4.5 | 79.5 % | 5.1 % | 3.7 (3) |
| WAL Western Alliance Bancorporation | 07/16 | +49 % | 1 0/22 | Stage 1 | C 50 | 4 of 9 | 8.6 $ | Banks - Regional | – | — | — | Financial Services | 80.50 $ | -3.0 % | -3.4 % | +5.9 % | −16.2 % | +14.7 % | 42 | 28 | 2.9 % | 2.9 % | 1.33 | 9.4 | 8.0 | 2.0 | 1.2 | — | 1.47 | 0.0 | 31.8 % | 100.0 % | 28.2 % | 13.0 % | 1.1 % | 0.90 | 7.7 % | +5.2 % | — | 2.1 % | 20.5 % | -1.0 | 87.1 % | 0.0 % | 4.2 (15) |
| CNA CNA Financial Corporation | 08/03 | +12 % | 55 5/22 | Stage 3 | B 60 | 7 of 9 | 14.2 $ | Insurance - Property & Casualty | – | — | — | Financial Services | 52.50 $ | +0.3 % | +4.4 % | +23.2 % | −7.5 % | -14.3 % | 40 | 22 | 2.3 % | 2.1 % | 0.30 | 12.1 | 10.4 | 1.0 | 1.3 | 6.6 | 0.92 | 0.0 | — | 30.6 % | 7.9 % | 11.5 % | 1.5 % | 0.27 | — | +5.1 % | — | 3.7 % | 53.9 % | 1.7 | 100.1 % | 14.7 % | 2.0 (1) |
| HOMB Home BancShares Inc | 07/15 | +13 % | 1 0/22 | Stage 3 | C 51 | 8 of 9 | 6.2 $ | Banks - Regional | – | — | — | Financial Services | 31.10 $ | +3.0 % | +2.8 % | +13.7 % | −6.9 % | +6.1 % | 39 | 53 | 2.2 % | 2.0 % | 0.67 | 13.1 | 12.3 | 4.5 | 1.5 | 15.2 | 3.01 | 0.0 | 57.3 % | 100.0 % | 43.7 % | 11.4 % | 2.0 % | 0.32 | 18.8 % | -5.4 % | — | 2.8 % | 35.1 % | 0.3 | 75.2 % | 6.8 % | 3.9 (8) |
| AGCO AGCO Corporation | 07/30 | -3 % | 48 6/29 | Stage 1 | B 63 | 6 of 9 | 7.4 $ | Farm & Heavy Construction Machinery | – | — | — | Industrials | 102.20 $ | +7.1 % | +13.8 % | -12.5 % | −17.3 % | +21.8 % | 37 | 94 | 3.3 % | 3.4 % | 1.07 | 9.7 | 17.0 | 0.7 | 1.7 | 22.4 | 1.01 | 8.5 | 3.9 % | 25.3 % | 5.1 % | 17.5 % | 3.5 % | 0.03 | 35.7 % | -13.6 % | — | 1.2 % | 20.0 % | 6.6 | 92.4 % | 4.7 % | 3.3 (15) |
| ACGL Arch Capital Group Ltd. | 07/28 | +12 % | 99 12/22 | Stage 1 | B 56 | 8 of 9 | 34.5 $ | Insurance - Diversified | Uses AI | — | — | Financial Services | 100.50 $ | -2.3 % | +1.7 % | +16.8 % | −8.8 % | +11.1 % | 36 | 85 | 2.1 % | 2.1 % | 0.29 | 8.0 | 10.7 | 1.8 | 1.6 | 5.9 | 1.05 | 0.0 | 25.3 % | 38.8 % | 24.4 % | 21.3 % | 4.1 % | 0.12 | 29.7 % | +14.3 % | — | 0.0 % | 0.0 % | 4.0 | 94.9 % | 3.0 % | 3.8 (20) |
| HIG Hartford Financial Services Group | 07/27 | +32 % | 24 3/22 | Stage 1 | B 59 | 9 of 9 | 38.4 $ | Insurance - Diversified | Uses AI | — | — | Financial Services | 141.90 $ | -3.8 % | -3.6 % | +16.1 % | −9.8 % | +5.6 % | 33 | 75 | 1.9 % | 2.1 % | 0.47 | 10.3 | 10.7 | 1.3 | 2.1 | 6.5 | 0.12 | 0.0 | 15.3 % | 37.9 % | 14.9 % | 22.7 % | 3.9 % | 0.26 | 21.9 % | +7.1 % | — | 1.7 % | 16.7 % | 5.7 | 96.0 % | 0.0 % | 3.7 (19) |
| ESNT Essent Group Ltd | 08/14 | +14 % | 54 5/22 | Stage 1 | B 56 | 5 of 9 | 6.0 $ | Insurance - Specialty | – | — | — | Financial Services | 66.00 $ | -6.9 % | -0.3 % | +20.4 % | −7.8 % | +4.1 % | 33 | 57 | 2.6 % | 2.4 % | 0.76 | 9.7 | 9.1 | 4.7 | 1.1 | 7.3 | 0.84 | 0.0 | 63.7 % | 79.1 % | 53.6 % | 12.1 % | 7.3 % | 0.09 | 75.3 % | -0.5 % | — | 2.1 % | 25.9 % | 14.5 | 98.7 % | 4.1 % | 3.9 (8) |
| MTG MGIC Investment Corp | 07/29 | +29 % | 25 3/22 | Stage 4 | C 49 | 3 of 9 | 6.3 $ | Insurance - Specialty | – | — | — | Financial Services | 30.00 $ | -8.3 % | -3.9 % | +18.6 % | −8.7 % | -0.7 % | 32 | 52 | 2.1 % | 2.0 % | 0.66 | 9.7 | 9.7 | 5.3 | 1.3 | 8.9 | 0.40 | 0.0 | 72.6 % | 92.6 % | 59.2 % | 14.1 % | 8.8 % | 0.13 | 78.5 % | +0.5 % | — | 2.2 % | 19.3 % | 15.4 | 103.8 % | 6.3 % | 3.0 (6) |
| SKYW SkyWest Inc | 07/23 | +46 % | 3 1/29 | Stage 4 | B 59 | 7 of 9 | 4.2 $ | Airlines | Neutral | — | — | Industrials | 107.00 $ | -6.5 % | -4.1 % | -7.8 % | −20.7 % | +17.0 % | 30 | 53 | 3.2 % | 3.5 % | 1.46 | 10.3 | 9.5 | 1.0 | 1.6 | 9.4 | 1.66 | 9.6 | 12.2 % | 30.9 % | 9.8 % | 16.5 % | 5.0 % | 0.25 | 37.2 % | +15.0 % | — | 0.0 % | 0.0 % | 5.3 | 95.4 % | 6.7 % | 4.2 (5) |
| AGO Assured Guaranty Ltd | 08/06 | +18 % | 54 5/22 | Stage 4 | B 55 | 5 of 9 | 3.7 $ | Insurance - Specialty | – | — | — | Financial Services | 82.70 $ | -12.2 % | -10.9 % | -0.5 % | −16.5 % | +10.8 % | 26 | 16 | 2.0 % | 2.1 % | 0.74 | 9.8 | 12.6 | 3.9 | 0.7 | 10.1 | 0.33 | 0.0 | 24.3 % | 93.2 % | 51.0 % | 7.9 % | 1.5 % | 0.31 | 43.9 % | -3.2 % | — | 1.8 % | 19.5 % | 5.9 | 96.4 % | 6.5 % | 4.0 (4) |
| AR Antero Resources Corp | 07/29 | +21 % | 78 3/10 | Stage 1 | B 59 | 8 of 9 | 11.2 $ | Oil & Gas E&P | – | — | — | Energy | 36.10 $ | +0.2 % | +0.7 % | +3.5 % | −24.6 % | +34.3 % | 24 | 89 | 2.8 % | 3.0 % | 0.33 | 11.9 | 9.9 | 1.8 | 1.4 | 5.8 | 0.73 | 6.6 | 36.5 % | 67.2 % | 18.8 % | 12.8 % | 6.6 % | 0.59 | 52.5 % | +21.7 % | — | 0.0 % | 0.0 % | 5.1 | 90.3 % | 4.0 % | 4.0 (22) |
| INGR Ingredion Incorporated | 08/07 | +1 % | 25 2/16 | Stage 4 | D 44 | 4 of 9 | 6.3 $ | Packaged Foods | – | — | — | Consumer Defensive | 99.50 $ | -9.8 % | -12.8 % | -22.1 % | −30.0 % | +21.8 % | 18 | 21 | 2.3 % | 2.5 % | 0.61 | 9.7 | 9.2 | 0.9 | 1.4 | 8.5 | 1.24 | 6.2 | 11.9 % | 24.5 % | 9.4 % | 16.2 % | 7.9 % | 0.41 | 55.8 % | -2.8 % | — | 3.3 % | 43.0 % | 9.6 | 102.8 % | 8.1 % | 3.7 (7) |
| MMS Maximus Inc | 08/06 | -10 % | 48 6/29 | Stage 4 | B 56 | 8 of 9 | 3.1 $ | Specialty Business Services | – | — | — | Industrials | 60.30 $ | -34.6 % | -36.7 % | -17.0 % | −44.9 % | +74.1 % | 12 | 56 | 3.9 % | 3.4 % | 0.60 | 9.0 | 19.1 | 0.6 | 1.9 | 8.2 | 2.06 | 6.4 | 11.4 % | 25.5 % | 7.0 % | 22.2 % | 8.6 % | 0.96 | 40.0 % | +2.4 % | — | 2.2 % | 23.3 % | 7.0 | 110.3 % | 10.6 % | 4.0 (2) |
| CTSH Cognizant Technology Solutions Corporation | 07/29 | -10 % | 60 6/25 | Stage 4 | B 55 | 6 of 9 | 26.2 $ | Information Technology Services | – | — | — | Technology | 55.40 $ | -50.1 % | -54.1 % | -21.2 % | −55.0 % | +13.9 % | 6 | 54 | 5.6 % | 4.7 % | 0.86 | 12.0 | 9.7 | 1.2 | 1.7 | 10.6 | 0.88 | 6.3 | 15.6 % | 33.4 % | 10.3 % | 14.9 % | 10.7 % | 0.15 | 73.5 % | +7.0 % | — | 2.4 % | 23.6 % | 11.1 | 108.7 % | 12.1 % | 3.3 (27) |
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