TickerGuard
Buy Day today: Neutral (46) Mixed market breadth · no major macro event

Dividends

Chowder Rule

371 Hits · last calculated November 2, 2026 Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Market filter active: the list shows 100 hits from US

Methodology & criteria

The Chowder Rule for dividend investors: dividend yield plus 5-year dividend growth (annualized) must add up to at least 12% — for yields under 3%, it must be 15%, so pure growth without a substantial yield doesn't slip through. Calculated from real payout history (calendar-year totals per share, split-adjusted). Source: fundamental data.

No global trading filters — this strategy checks the entire stock universe purely against its own criteria (mega caps over $50B included).

🔔 Watch scanner

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. Scanners that run without the global filters still include them; that is noted below their hit list. 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. The cap does not apply to scanners that run without the global filters; that is noted below their hit list.
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.
Reverse Split
A share consolidation, e.g., 10 old shares become 1 new share - the price appears to jump tenfold without the company becoming worth more. Struggling companies use this to avoid looking like a penny stock; we automatically filter out such distorted stocks.
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.
Filter

Rating (traffic light)

Stage

Funda Rating

Piotroski

Columns

This scanner's columns

Extra columns

Tip: clicking a column header sorts the table by that column; a second click flips the direction.

Chowder Rule
Symbol Earnings Avg/Y 3Y Volatility 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
EVC Entravision Communications 08/04 +24 % ⚠ Wildest 10% 99 % Stage 2 C 52 7 of 9 0.6 $ Advertising Agencies – — — Communication Services 6.10 $ +278.2 % +132.3 % +222.8 % −2.2 % -42.6 % 98 8 7.5 % 8.2 % 1.74 — 10.2 0.8 — 10.5 6.43 19.5 — 25.6 % 0.6 % -22.8 % 8.3 % — — +22.7 % 5 3.3 % 23.8 % -1.2 59.1 % 16.4 % —
AMKR Amkor Technology Inc 07/27 +84 % 81 % Stage 2 B 72 7 of 9 9.8 $ Semiconductor Equipment & Materials Sells AI — — Technology 39.50 $ +120.3 % +102.6 % +26.9 % −11.4 % +69.2 % 97 92 9.2 % 8.8 % 2.22 18.6 13.0 1.3 1.9 — 0.76 6.6 6.0 % 15.5 % 7.4 % 10.0 % 4.6 % 0.34 54.6 % +6.2 % 6 0.9 % 11.2 % 7.6 51.3 % 17.3 % 4.1 (11)
LRCX Lam Research Corp 07/29 +176 % 66 % Stage 2 A 77 8 of 9 329.8 $ Semiconductor Equipment & Materials Uses AI — Technology 239.10 $ +117.3 % +132.2 % +49.2 % −1.9 % +52.3 % 96 75 7.4 % 6.9 % 1.85 42.2 26.4 12.6 26.4 44.4 1.11 30.5 35.0 % 51.1 % 32.3 % 66.8 % 25.0 % 0.35 50.9 % +23.7 % 8 0.6 % 16.4 % 14.5 88.1 % 2.3 % 4.6 (34)
AMAT Applied Materials Inc 08/13 +114 % 61 % Stage 2 B 71 7 of 9 309.7 $ Semiconductor Equipment & Materials Uses AI — Technology 390.10 $ +128.5 % +167.0 % +68.7 % −0.2 % +60.9 % 96 72 8.1 % 6.9 % 1.59 33.8 23.6 10.0 12.8 55.1 0.89 28.9 31.9 % 49.4 % 30.0 % 39.7 % 15.5 % 0.32 59.4 % +4.4 % 7 0.5 % 18.8 % 13.6 85.1 % 1.8 % 4.6 (40)
FIX Comfort Systems USA Inc 07/23 +367 % 57 % Stage 2 B 72 9 of 9 47.0 $ Engineering & Construction – — — Industrials 1,232.70 $ +104.6 % +103.6 % +28.2 % −2.7 % +73.9 % 95 74 5.6 % 5.6 % 1.66 32.6 25.3 3.7 15.4 19.2 0.53 26.9 7.9 % 25.7 % 13.0 % 53.3 % 16.9 % 0.19 40.6 % +29.5 % 8 0.3 % 5.5 % 7.7 96.5 % 2.8 % 4.8 (10)
KLAC KLA Corporation 07/30 +150 % 62 % Stage 2 B 68 6 of 9 206.3 $ Semiconductor Equipment & Materials Uses AI — Technology 157.90 $ +101.7 % +118.6 % +30.7 % −89.4 % +40.2 % 94 60 7.6 % 6.9 % 1.45 42.5 29.2 14.2 35.0 51.1 1.51 30.5 41.2 % 61.5 % 36.3 % 95.0 % 22.3 % 1.52 34.6 % +23.9 % 6 0.6 % 20.5 % 9.6 93.8 % 1.9 % 4.2 (29)
SNX Synnex Corporation — +71 % 36 % Stage 2 B 63 5 of 9 19.1 $ Electronics & Computer Distribution Sells AI — Technology 236.20 $ +94.2 % +77.4 % +53.7 % −6.4 % +33.3 % 94 86 4.3 % 4.0 % 1.37 15.8 9.8 0.3 2.0 — 0.49 9.8 2.7 % 6.9 % 1.8 % 11.7 % 3.5 % 0.23 23.2 % +6.9 % 4 0.8 % 10.2 % 5.1 95.7 % 2.6 % 4.5 (11)
VRT Vertiv Holdings Co 07/29 +417 % 68 % Stage 2 A 75 6 of 9 100.4 $ Electrical Equipment & Parts – — — Industrials 232.50 $ +96.6 % +84.0 % +20.1 % −14.3 % +45.8 % 93 88 7.2 % 6.4 % 2.05 51.3 26.9 7.7 18.5 31.9 0.81 30.7 16.4 % 38.1 % 16.0 % 45.1 % 11.5 % 1.47 31.7 % +27.7 % 8 0.1 % 4.2 % 6.4 85.8 % 3.6 % 4.6 (30)
POWI Power Integrations Inc 08/05 -1 % 57 % Stage 2 B 58 5 of 9 2.7 $ Semiconductors – — — Technology 43.90 $ +128.3 % +114.0 % +20.2 % −7.0 % +45.5 % 92 12 6.6 % 7.2 % 1.53 132.3 23.0 5.9 3.3 33.6 1.51 49.9 7.4 % 53.7 % 5.6 % 2.4 % 2.6 % — 87.2 % +5.9 % 5 1.7 % 115.5 % 16.7 116.1 % 13.9 % 4.0 (5)
INSW International Seaways Inc 08/05 +79 % 40 % Stage 2 B 69 7 of 9 5.5 $ Oil & Gas Midstream Neutral — Energy 112.00 $ +102.2 % +76.8 % +161.1 % −12.1 % +12.8 % 92 95 5.0 % 4.2 % -0.10 — 16.9 4.3 — 17.0 — 6.2 61.3 % 72.5 % 61.8 % 26.9 % 15.8 % — 76.4 % -11.4 % 5 7.2 % 94.0 % 11.0 80.8 % 9.5 % 4.7 (6)
FRD Friedman Industries Inc. 08/06 +92 % 55 % Stage 2 B 70 4 of 9 0.3 $ Steel Neutral — Basic Materials 42.20 $ +72.9 % +56.6 % +107.3 % −11.2 % — 92 82 6.9 % 6.2 % 1.65 14.9 14.4 0.4 1.9 — — 9.0 — 14.5 % 3.6 % 13.8 % 8.6 % 0.67 — +45.5 % 3 0.4 % 4.2 % 9.4 53.7 % 2.4 % —
ESI Element Solutions Inc 07/29 +54 % 47 % Stage 2 C 50 2 of 9 8.4 $ Specialty Chemicals – — — Basic Materials 34.30 $ +84.3 % +80.8 % +35.2 % −3.1 % +38.0 % 90 50 5.3 % 4.6 % 1.26 64.9 16.4 2.4 3.7 45.7 — 18.7 14.0 % 36.7 % 5.9 % 5.6 % 4.8 % 0.79 47.7 % +3.8 % 5 0.9 % 18.3 % 5.0 105.6 % 4.8 % 4.7 (12)
PKOH Park Ohio Holdings Corp 08/05 +40 % 44 % Stage 2 C 46 5 of 9 0.6 $ Specialty Industrial Machinery – — — Industrials 43.10 $ +75.6 % +82.0 % +124.2 % −0.4 % +20.8 % 90 30 4.1 % 4.4 % 1.23 24.3 12.2 0.4 1.6 31.2 1.02 11.6 — 17.3 % 1.6 % 5.7 % 4.1 % 1.82 — -3.5 % 3 1.2 % 17.4 % 7.0 55.2 % 3.2 % 5.0 (1)
STLD Steel Dynamics Inc 07/20 +49 % 36 % Stage 2 B 68 8 of 9 37.3 $ Steel – — — Basic Materials 250.80 $ +44.3 % +34.4 % +60.3 % −13.1 % +10.5 % 88 85 4.3 % 3.8 % 1.49 26.0 10.6 1.7 3.8 34.1 10.91 11.6 10.3 % 15.9 % 8.8 % 15.3 % 9.5 % 0.48 54.8 % +3.6 % 3 0.9 % 12.7 % 10.3 89.4 % 3.5 % 4.0 (14)
LBRT Liberty Energy Inc. 07/23 +43 % 59 % Stage 2 B 62 4 of 9 2.8 $ Oil & Gas Equipment & Services Neutral — Energy 16.90 $ +47.4 % +42.6 % -6.7 % −21.0 % +53.4 % 88 63 4.4 % 4.6 % 0.72 17.4 35.3 0.6 1.3 14.0 — 7.9 0.4 % 18.0 % 0.9 % 7.7 % 1.3 % 0.83 43.9 % -7.2 % 5 2.2 % 1.8 % 6.6 108.5 % 15.6 % 4.0 (14)
MPWR Monolithic Power Systems Inc 07/30 +63 % 54 % Stage 2 B 72 6 of 9 64.4 $ Semiconductors – — — Technology 1,211.60 $ +57.4 % +38.2 % +12.2 % −16.1 % +54.2 % 87 74 7.4 % 6.6 % 1.68 77.0 38.8 19.7 14.3 110.0 1.04 66.4 30.0 % 55.2 % 24.5 % 19.6 % 13.6 % — 82.7 % +26.4 % 7 0.7 % 37.7 % 14.2 101.1 % 5.1 % 4.7 (17)
KNX Knight-Swift Transportation Holdings Inc. 07/22 +14 % 38 % Stage 2 C 54 3 of 9 10.1 $ Trucking Neutral — — Industrials 60.80 $ +42.4 % +46.8 % +39.1 % −7.0 % +36.0 % 86 7 3.4 % 3.6 % 1.21 291.2 14.2 1.3 1.4 6.3 0.23 37.4 1.3 % 24.5 % 1.9 % 0.5 % 1.7 % 0.85 59.0 % +0.8 % 2 1.3 % 35.8 % 5.4 101.8 % 9.3 % 4.5 (21)
RLJ RLJ Lodging Trust 08/06 +13 % 28 % Stage 2 D 42 4 of 9 2.0 $ REIT - Hotel & Motel – — — Real Estate 12.60 $ +54.9 % +59.6 % +97.4 % −0.4 % -4.0 % 86 21 2.8 % 2.9 % 1.14 — 2,000.0 1.4 — 7.4 2.06 12.6 8.2 % 26.8 % 2.0 % 1.1 % 1.7 % — 45.7 % -1.4 % 4 4.8 % 54.5 % 3.9 90.1 % 10.1 % 3.0 (12)
SWBI Smith & Wesson Brands Inc — +14 % 43 % Stage 2 B 63 7 of 9 0.6 $ Aerospace & Defense Neutral — Industrials 13.20 $ +70.5 % +54.2 % +42.8 % −10.7 % +30.7 % 86 84 7.8 % 4.5 % 0.82 — 11.8 1.1 — 6.1 0.84 9.4 — 26.9 % 4.4 % 4.9 % 3.8 % — — +10.4 % 4 3.9 % 96.3 % 11.0 58.4 % 4.3 % 5.0 (2)
IBKR Interactive Brokers Group Inc 07/16 +125 % 40 % Stage 2 B 65 5 of 9 130.4 $ Capital Markets – — — Financial Services 76.90 $ +47.6 % +34.0 % +12.7 % −5.8 % +36.1 % 85 67 3.3 % 3.8 % 1.37 32.2 22.2 14.6 6.0 8.2 1.09 2.8 76.8 % 92.7 % 16.7 % 23.6 % 2.3 % 0.00 2.6 % +9.8 % 7 0.7 % 12.9 % 4.5 89.9 % 3.3 % 4.3 (17)
OUT Outfront Media Inc 08/04 +60 % 29 % Stage 2 B 65 7 of 9 5.5 $ REIT - Specialty – — — Real Estate 32.00 $ +36.1 % +40.2 % +98.9 % −9.5 % +19.7 % 85 68 3.1 % 2.8 % 1.51 30.6 21.4 2.8 8.7 18.5 0.99 17.7 13.3 % 51.4 % 12.7 % 26.8 % 4.7 % -3.10 12.6 % +0.0 % 4 3.9 % 76.4 % 2.5 101.0 % 8.6 % 4.2 (6)
KFRC Kforce Inc. 07/27 -5 % 60 % Stage 2 C 50 2 of 9 1.0 $ Staffing & Employment Services – — — Industrials 57.30 $ +50.7 % +63.0 % +138.4 % −7.2 % +10.1 % 85 53 4.2 % 4.0 % 0.92 28.3 13.4 0.7 8.5 117.6 0.56 18.9 — 27.8 % 3.0 % 27.1 % 9.6 % 0.92 — -5.4 % 4 2.8 % 54.8 % 10.9 96.9 % 10.1 % 3.8 (5)
WWD Woodward Inc 07/27 +94 % 39 % Stage 2 B 66 5 of 9 18.2 $ Aerospace & Defense – — — Industrials 304.70 $ +41.9 % +35.1 % +15.2 % −3.2 % +39.7 % 84 67 4.0 % 3.5 % 0.86 36.4 29.4 4.3 7.2 48.2 1.96 21.9 15.4 % 29.6 % 13.2 % 21.1 % 8.6 % 0.68 50.8 % +7.3 % 5 0.4 % 14.1 % 9.0 90.9 % 2.1 % 4.5 (13)
M Macy’s Inc 09/02 +27 % 41 % Stage 2 B 58 9 of 9 6.3 $ Department Stores – — — Consumer Cyclical 24.10 $ +10.7 % +11.7 % +31.0 % −1.2 % -2.5 % 84 83 4.4 % 4.8 % 1.47 10.2 10.2 0.3 1.3 4.3 2.75 5.1 1.8 % 40.3 % 3.3 % 14.4 % 3.5 % 1.06 29.7 % -1.7 % 3 3.3 % 33.1 % 6.3 99.3 % 14.2 % 3.1 (12)
VAC Marriot Vacations Worldwide 08/03 -3 % 61 % Stage 2 D 37 4 of 9 4.0 $ Resorts & Casinos – — — Consumer Cyclical 115.50 $ +72.8 % +80.7 % +81.7 % −3.2 % +9.6 % 84 13 4.3 % 4.6 % 1.30 — 7.0 0.8 — 40.1 1.48 407.6 14.3 % 53.2 % -9.8 % -15.5 % 2.8 % — 20.7 % +1.3 % 4 2.9 % 49.3 % 5.5 94.6 % 9.0 % 3.8 (12)
ASC Ardmore Shpng 07/29 +22 % 39 % Stage 2 C 53 7 of 9 0.9 $ Marine Shipping Uses AI — Industrials 21.00 $ +74.0 % +38.4 % +84.2 % −20.5 % +9.5 % 84 93 5.3 % 4.3 % 0.09 — 3.4 2.6 — — — 5.5 — 45.3 % 29.7 % 9.0 % 9.0 % — — -23.6 % 5 6.5 % 67.2 % 10.7 83.4 % 6.8 % 5.0 (2)
MS Morgan Stanley 07/15 +66 % 29 % Stage 2 B 60 6 of 9 290.7 $ Capital Markets – — — Financial Services 184.30 $ +28.7 % +17.8 % +14.7 % −4.1 % +14.4 % 83 72 3.0 % 2.7 % 1.21 15.4 13.9 — 2.7 — 1.66 0.0 40.6 % 87.3 % 25.6 % 16.4 % 1.4 % 4.06 7.2 % +11.5 % 7 2.4 % 34.1 % 5.4 62.8 % 0.0 % 3.7 (26)
SCCO Southern Copper Corporation 08/04 +63 % 52 % Stage 2 B 69 8 of 9 157.5 $ Copper Neutral — Basic Materials 177.50 $ +28.0 % +17.0 % +34.6 % −21.2 % +0.4 % 83 81 4.5 % 4.9 % 1.13 29.7 28.1 9.2 12.4 28.1 5.41 13.5 58.3 % 65.8 % 37.2 % 46.3 % 27.3 % 0.63 53.8 % +17.4 % 8 2.9 % 57.2 % 9.7 9.8 % 10.6 % 2.2 (18)
PTEN Patterson-UTI Energy Inc 07/22 0 % 50 % Stage 2 C 45 4 of 9 5.0 $ Oil & Gas Drilling – — — Energy 13.30 $ +68.3 % +65.0 % +104.0 % −25.3 % +10.6 % 83 2 4.7 % 5.0 % 0.78 — 38.2 1.1 1.5 28.4 0.78 6.6 -1.3 % 23.8 % -1.9 % -3.6 % -0.9 % 0.47 59.1 % -10.3 % 3 3.3 % 133.2 % 4.6 116.9 % 8.5 % 3.9 (16)
STNG Scorpio Tankers Inc 07/29 +34 % 37 % Stage 2 B 58 7 of 9 4.6 $ Oil & Gas Midstream Uses AI — — Energy 92.60 $ +62.6 % +39.0 % +57.0 % −13.7 % +15.8 % 83 92 3.9 % 3.4 % -0.18 8.3 10.2 4.5 1.2 10.0 2.46 3.1 49.1 % 73.0 % 67.2 % 15.9 % 8.2 % 0.17 83.7 % -24.6 % 4 2.1 % 16.4 % 13.0 71.0 % 4.4 % 4.4 (10)
DBI Designer Brands Inc — -10 % 81 % Stage 1 C 47 6 of 9 0.3 $ Footwear & Accessories Uses AI — Consumer Cyclical 6.70 $ -16.9 % -20.1 % +91.6 % −40.1 % +7.1 % 83 76 6.6 % 7.5 % 1.25 31.6 9.5 0.1 1.2 2.8 2.34 9.2 2.3 % 44.5 % 0.6 % 5.6 % 2.0 % 2.16 14.5 % -3.9 % 4 3.1 % 41.7 % 1.8 87.7 % 37.8 % 3.0 (2)
FDX FedEx Corporation — +28 % 28 % Stage 2 C 52 6 of 9 77.5 $ Integrated Freight & Logistics – — — Industrials 313.30 $ +37.6 % +37.8 % +58.8 % −4.6 % +18.5 % 82 63 3.2 % 3.1 % 1.33 16.4 15.2 0.8 2.5 — 1.32 9.3 11.1 % 27.3 % 4.7 % 15.9 % 5.0 % 1.72 32.0 % +7.7 % 3 1.6 % 29.2 % 6.2 81.7 % 2.3 % 4.2 (28)
MCHP Microchip Technology Inc 08/06 +8 % 50 % Stage 2 B 74 6 of 9 46.2 $ Semiconductors – — — Technology 77.30 $ +48.0 % +37.8 % +27.9 % −11.1 % +32.1 % 82 6 6.1 % 5.6 % 1.76 316.7 20.1 9.0 5.9 41.5 0.22 31.1 17.1 % 60.2 % 9.3 % 3.4 % 3.5 % -21.04 44.8 % +7.1 % 3 2.4 % 92.4 % 6.1 100.6 % 8.2 % 4.5 (26)
HST Host Hotels & Resorts Inc 11/04 +27 % 25 % Stage 2 B 59 8 of 9 18.5 $ REIT - Hotel & Motel Uses AI — Real Estate 25.30 $ +41.5 % +38.6 % +69.9 % −1.7 % +2.4 % 82 86 2.2 % 2.3 % 1.12 17.8 24.7 3.0 2.6 16.3 3.75 9.7 19.2 % 29.2 % 16.5 % 14.9 % 4.3 % 0.83 51.9 % +7.6 % 3 3.2 % 75.6 % 5.4 105.7 % 8.1 % 4.2 (21)
APLE Apple Hospitality REIT Inc 08/05 +14 % 22 % Stage 2 C 50 6 of 9 4.4 $ REIT - Hotel & Motel – — — Real Estate 18.50 $ +44.6 % +45.2 % +76.6 % −0.2 % -4.4 % 82 27 2.2 % 2.3 % 0.93 25.1 23.5 3.1 1.4 12.7 — 13.0 14.2 % 42.9 % 12.2 % 5.4 % 3.3 % 0.54 63.9 % -1.3 % 4 5.3 % 33.0 % 4.3 89.6 % 10.0 % 3.6 (11)
XHR Xenia Hotels & Resorts Inc 07/30 +30 % 27 % Stage 2 B 57 8 of 9 2.1 $ REIT - Hotel & Motel – — — Real Estate 20.50 $ +43.0 % +42.6 % +66.8 % −0.7 % +2.4 % 82 75 2.6 % 2.6 % 1.20 — 63.3 1.9 — 15.7 — 14.9 14.3 % 26.1 % -0.7 % 5.9 % 2.5 % — 41.2 % +3.8 % 4 2.8 % 65.9 % 3.9 103.3 % 5.4 % 4.0 (6)
INN Summit Hotel Properties Inc 08/04 +10 % 36 % Stage 2 D 44 5 of 9 0.8 $ REIT - Hotel & Motel – — — Real Estate 7.10 $ +42.1 % +48.3 % +46.8 % −0.2 % -2.8 % 82 6 3.7 % 3.5 % 1.26 — 40.7 1.0 0.9 6.0 — 9.7 — 42.9 % -0.7 % -1.4 % 1.5 % 1.69 — -0.3 % 4 4.6 % 16.0 % 3.7 93.7 % 3.6 % 3.3 (6)
GS Goldman Sachs Group Inc 07/14 +91 % 32 % Stage 2 B 57 4 of 9 263.9 $ Capital Markets – — — Financial Services 894.60 $ +25.7 % +13.1 % +15.4 % −5.3 % +15.3 % 81 68 2.9 % 3.3 % 1.28 16.0 12.0 — 2.4 — 1.12 0.0 38.6 % 81.3 % 31.2 % 14.5 % 1.1 % 6.45 6.0 % -1.4 % 6 2.2 % 25.9 % 2.3 74.6 % 2.4 % 3.5 (26)
TRGP Targa Resources Inc 08/06 +104 % 29 % Stage 2 B 63 8 of 9 66.6 $ Oil & Gas Midstream – — — Energy 315.00 $ +47.1 % +49.2 % +113.2 % −2.3 % +8.2 % 81 88 2.8 % 2.7 % 0.80 32.3 23.3 4.0 21.7 89.8 1.23 14.7 20.9 % 43.2 % 13.6 % 74.1 % 9.2 % 6.10 11.6 % +3.1 % 4 1.7 % 42.4 % 4.3 97.3 % 2.9 % 4.6 (22)
FTI TechnipFMC PLC 07/30 +119 % 32 % Stage 2 B 65 9 of 9 27.4 $ Oil & Gas Equipment & Services – — — Energy 68.80 $ +48.6 % +46.2 % +65.1 % −13.8 % +7.0 % 81 85 3.6 % 3.5 % 0.83 24.7 20.8 2.6 8.0 17.2 2.59 13.9 14.1 % 23.0 % 11.3 % 33.4 % 9.5 % 0.39 33.3 % +9.4 % 6 0.3 % 6.7 % 4.0 101.5 % 3.5 % 4.1 (22)
RPRX Royalty Pharma Plc 08/05 +31 % 24 % Stage 2 B 56 6 of 9 37.0 $ Biotechnology – — — Healthcare 67.20 $ +44.6 % +46.9 % +85.4 % −3.2 % +0.1 % 81 68 2.9 % 2.5 % 0.41 36.4 32.6 14.6 4.4 12.3 1.49 20.8 100.3 % 95.8 % 32.0 % 13.8 % 5.1 % 1.50 34.8 % +5.1 % 5 1.5 % 17.9 % 5.3 88.1 % 2.9 % 4.5 (8)
HXL Hexcel Corporation 07/23 +13 % 32 % Stage 2 B 65 6 of 9 5.9 $ Aerospace & Defense – — — Industrials 77.90 $ +30.6 % +29.9 % +9.8 % −5.2 % +27.9 % 81 75 3.2 % 3.5 % 1.10 52.2 20.7 2.9 4.7 23.0 0.62 18.6 12.6 % 25.2 % 8.5 % 8.4 % 6.5 % 0.79 46.5 % -0.5 % 4 0.9 % 27.3 % 8.5 117.3 % 7.1 % 3.7 (17)
PK Park Hotels & Resorts Inc 08/06 +22 % 30 % Stage 2 B 56 8 of 9 3.5 $ REIT - Hotel & Motel – — — Real Estate 16.60 $ +41.3 % +40.2 % +66.2 % −2.5 % -1.0 % 81 11 2.9 % 3.3 % 1.37 — 31.1 1.4 1.1 42.9 0.64 19.8 11.1 % 30.9 % -6.4 % -6.4 % 2.8 % 1.31 40.3 % -2.2 % 3 6.0 % 132.5 % 3.6 104.2 % 22.1 % 3.5 (18)
NSA National Storage Affiliates Trust 08/03 +20 % 37 % Stage 2 B 56 7 of 9 6.5 $ REIT - Industrial – — — Real Estate 43.40 $ +64.4 % +68.5 % +47.9 % −3.5 % +1.7 % 81 91 2.3 % 2.3 % 1.06 — 74.1 8.6 — 21.7 1.66 15.0 35.8 % 76.8 % 10.5 % 7.9 % 3.4 % — 18.1 % -2.3 % 2 5.3 % 3.1 % 2.8 94.9 % 0.0 % 2.5 (15)
GNK Genco Shipping & Trading Ltd 08/05 +38 % 37 % Stage 2 B 63 7 of 9 1.1 $ Marine Shipping – — — Industrials 26.20 $ +39.9 % +36.1 % +73.6 % −13.9 % +14.7 % 81 67 3.6 % 3.1 % 0.93 — 9.2 2.6 — — — 9.6 — 43.9 % 9.2 % 1.9 % 3.9 % — — -19.1 % 6 7.0 % 139.5 % 4.3 54.5 % 3.5 % 4.2 (6)
MLI Mueller Industries Inc 07/28 +79 % 34 % Stage 2 B 67 7 of 9 12.1 $ Metal Fabrication Neutral — Industrials 54.60 $ +19.4 % +4.4 % +7.7 % −5.3 % +42.1 % 80 79 3.5 % 3.2 % 1.09 13.5 18.2 2.4 3.6 16.5 3.41 8.5 23.0 % 27.3 % 17.3 % 28.3 % 16.2 % 0.01 84.6 % +10.9 % 4 1.3 % 14.0 % 18.1 93.5 % 2.2 % 5.0 (2)
CAKE The Cheesecake Factory 08/04 +52 % 39 % Stage 2 B 59 8 of 9 5.6 $ Restaurants Uses AI — Consumer Cyclical 112.60 $ +54.1 % +55.1 % +128.6 % −0.8 % +0.2 % 80 78 3.4 % 3.7 % 1.04 35.8 21.9 1.4 13.2 27.2 1.48 23.1 5.8 % 40.7 % 4.6 % 41.3 % 4.7 % 4.66 13.9 % +4.8 % 5 1.1 % 24.1 % 4.6 104.2 % 39.3 % 3.3 (19)
RMR RMR Group Inc 08/04 +5 % 26 % Stage 2 D 42 3 of 9 0.3 $ Real Estate Services – — — Real Estate 16.70 $ +47.1 % +45.0 % +30.7 % −3.0 % +30.1 % 80 7 2.3 % 2.2 % 0.97 14.4 14.7 0.5 1.3 3.2 0.09 4.0 — 97.0 % 8.9 % 11.2 % 6.3 % 0.69 — -22.0 % 3 10.3 % 2.7 % 7.7 80.5 % 9.3 % 4.3 (4)
BLX Foreign Trade Bank of Latin America, Inc. 08/03 +86 % 23 % Stage 2 C 53 5 of 9 1.8 $ Banks - Regional Uses AI — Financial Services 48.90 $ +42.5 % +42.9 % +31.0 % −1.9 % +27.0 % 79 28 2.7 % 2.8 % 0.80 8.2 8.4 3.0 1.1 1.5 1.77 0.0 72.8 % 97.8 % 71.2 % 15.0 % 1.7 % 2.55 12.4 % -58.1 % 5 5.2 % 35.7 % 1.1 32.0 % 2.2 % 4.8 (4)
ADAM New York Mortgage Trust, Inc. 07/29 +12 % 33 % Stage 2 C 54 3 of 9 0.6 $ REIT - Mortgage – — — Real Estate 6.50 $ +32.3 % +37.9 % +18.3 % −2.0 % +76.9 % 79 50 3.1 % 2.6 % 1.30 6.0 6.9 — 0.7 5.2 2.50 0.0 — 55.1 % -1.1 % 13.0 % 0.3 % 7.66 — +44.1 % 6 18.3 % 92.0 % -0.4 56.5 % 4.3 % 3.4 (7)
ATNI ATN International Inc 08/06 -5 % 52 % Stage 2 C 53 5 of 9 0.4 $ Telecom Services – — — Communication Services 25.70 $ +18.3 % +26.3 % +81.5 % −12.3 % +162.4 % 79 13 4.7 % 4.3 % 0.64 — 27.2 0.5 1.0 9.5 2.72 2.0 — 56.9 % 22.6 % -2.4 % 2.2 % 1.60 — -0.2 % 5 4.5 % 10.8 % 4.5 60.9 % 4.1 % 5.0 (1)
HWM Howmet Aerospace Inc 07/30 +166 % 36 % Stage 2 B 68 6 of 9 79.7 $ Aerospace & Defense – — — Industrials 199.20 $ +34.3 % +26.7 % -1.1 % −6.0 % +54.0 % 78 82 3.6 % 3.4 % 1.20 46.6 31.3 8.2 14.5 41.3 0.80 27.7 28.2 % 36.6 % 21.1 % 33.8 % 14.0 % 3.25 42.3 % +11.1 % 6 0.3 % 10.3 % 8.0 94.5 % 2.7 % 4.6 (22)
FCX Freeport-McMoran Copper & Gold Inc 07/22 +25 % 48 % Stage 2 B 73 8 of 9 90.1 $ Copper Uses AI — Basic Materials 62.50 $ +27.4 % +19.2 % +51.1 % −13.1 % +26.0 % 78 89 4.1 % 4.7 % 1.39 33.4 15.2 3.5 4.7 18.3 3.61 10.1 31.1 % 38.9 % 13.0 % 15.6 % 8.0 % 0.53 33.2 % +1.1 % 5 1.0 % 22.6 % 5.9 88.3 % 1.8 % 4.2 (23)
ROST Ross Stores Inc 08/20 +39 % 26 % Stage 2 B 69 8 of 9 73.2 $ Apparel Retail – — — Consumer Cyclical 228.30 $ +27.7 % +15.4 % +47.9 % −11.4 % +16.9 % 78 74 3.0 % 3.0 % 0.84 32.9 27.4 3.0 12.1 26.2 2.49 18.3 13.4 % 33.4 % 10.9 % 39.0 % 12.8 % 0.75 40.5 % +7.7 % 5 0.8 % 22.7 % 7.4 94.7 % 3.7 % 4.3 (20)
TGT Target Corporation 08/19 +5 % 31 % Stage 2 C 53 5 of 9 70.1 $ Discount Stores Uses AI — Consumer Defensive 154.40 $ +39.9 % +41.5 % +72.9 % −2.3 % +10.0 % 78 22 3.6 % 3.4 % 0.98 20.5 15.6 0.7 4.3 15.4 1.98 9.2 4.5 % 28.4 % 4.1 % 22.0 % 5.7 % 1.15 28.3 % -1.7 % 3 3.0 % 54.8 % 4.6 87.6 % 3.8 % 3.5 (38)
LUV Southwest Airlines Company 07/22 +19 % 43 % Stage 2 B 63 8 of 9 20.7 $ Airlines – — — Industrials 42.40 $ +20.6 % +26.0 % +43.5 % −5.5 % +13.6 % 78 78 4.2 % 4.1 % 1.16 28.7 8.2 0.7 3.1 16.4 0.20 7.6 4.6 % 22.1 % 3.3 % 10.1 % 3.1 % 1.08 23.4 % +2.1 % 5 1.7 % 26.3 % 4.2 89.5 % 6.6 % 3.6 (25)
RS Reliance Steel & Aluminum Co 07/22 +21 % 25 % Stage 2 B 62 7 of 9 22.3 $ Steel – — — Basic Materials 436.90 $ +39.0 % +27.7 % +58.5 % −3.4 % -1.0 % 78 73 3.3 % 2.8 % 0.95 26.8 17.9 1.3 3.1 45.4 2.29 11.9 9.1 % 28.1 % 6.4 % 11.3 % 8.8 % 0.41 65.9 % +3.3 % 3 1.2 % 19.6 % 10.3 85.3 % 3.4 % 3.3 (9)
H Hyatt Hotels Corporation 07/30 +29 % 35 % Stage 2 B 60 7 of 9 16.9 $ Lodging – — — Consumer Cyclical 180.60 $ +23.7 % +19.1 % +28.7 % −4.8 % +13.5 % 78 87 3.2 % 3.3 % 1.40 — 30.3 2.4 5.3 91.7 0.79 22.9 16.7 % 43.4 % 2.3 % -0.9 % 2.2 % -20.33 23.2 % +117.0 % 5 0.4 % 21.6 % 3.9 122.3 % 35.0 % 4.2 (25)
RHP Ryman Hospitality Properties Inc 08/06 +20 % 23 % Stage 2 B 62 6 of 9 8.5 $ REIT - Hotel & Motel – — — Real Estate 133.20 $ +33.0 % +38.5 % +62.6 % −0.6 % +6.0 % 77 53 2.5 % 2.5 % 1.23 36.0 28.1 3.1 11.7 21.1 1.08 15.2 20.7 % 35.2 % 10.0 % 23.4 % 5.4 % 5.64 11.8 % +10.2 % 2 3.6 % 86.5 % 3.7 106.1 % 6.3 % 4.8 (14)
VCTR Victory Capital Holdings Inc 08/06 +70 % 31 % Stage 2 B 69 8 of 9 6.9 $ Asset Management – — — Financial Services 110.60 $ +38.5 % +30.1 % +85.6 % −8.9 % +9.9 % 77 74 3.0 % 3.2 % 1.13 — 10.3 4.4 — 12.3 — 10.2 45.9 % 57.3 % 29.6 % 21.7 % 10.7 % — 57.0 % +46.2 % 8 1.8 % 27.1 % 6.7 82.9 % 7.3 % 3.4 (7)
SHOO Steven Madden Ltd 07/29 +16 % 42 % Stage 2 B 60 3 of 9 3.2 $ Footwear & Accessories – — — Consumer Cyclical 43.50 $ +2.7 % +0.6 % +33.3 % −12.0 % +22.0 % 77 82 3.9 % 3.8 % 1.18 43.5 20.8 1.2 3.7 15.4 2.17 14.0 15.5 % 46.9 % 5.2 % 8.6 % 8.1 % 0.59 46.7 % +10.5 % 3 2.0 % 46.7 % 9.6 105.5 % 10.1 % 4.0 (9)
APH Amphenol Corporation 07/22 +102 % 47 % Stage 2 B 71 4 of 9 97.6 $ Electronic Components Sells AI — Technology 79.30 $ +17.8 % +21.1 % +14.8 % −2.1 % +32.4 % 76 68 3.8 % 4.4 % 1.24 22.5 24.8 3.0 7.0 19.0 0.94 20.1 27.3 % 39.2 % 18.0 % 36.8 % 16.0 % -5.26 33.2 % +51.7 % 7 0.7 % 12.0 % 6.7 97.9 % 1.2 % 4.6 (19)
ODFL Old Dominion Freight Line Inc 07/29 +12 % 38 % Stage 2 B 57 6 of 9 35.9 $ Trucking Uses AI — Industrials 172.60 $ +39.1 % +38.2 % +26.5 % −12.7 % +18.3 % 76 30 3.3 % 3.7 % 1.20 35.6 27.6 6.4 8.1 30.1 2.19 20.7 23.8 % 39.6 % 19.4 % 23.3 % 15.8 % 0.01 77.8 % -5.5 % 5 0.6 % 22.2 % 11.3 82.7 % 5.4 % 3.7 (24)
EME EMCOR Group Inc 07/30 +127 % 41 % Stage 2 B 68 8 of 9 30.3 $ Engineering & Construction – — — Industrials 679.60 $ +37.2 % +30.2 % +5.1 % −9.4 % +46.9 % 76 71 3.9 % 3.7 % 1.12 20.9 17.1 1.5 7.7 19.5 0.32 13.1 8.7 % 19.4 % 7.7 % 39.2 % 12.0 % 0.21 40.7 % +16.6 % 6 0.3 % 5.4 % 8.3 97.0 % 1.7 % 4.3 (11)
GOLF Acushnet Holdings Corp 08/06 +41 % 30 % Stage 2 C 50 3 of 9 4.9 $ Leisure – — — Consumer Cyclical 85.30 $ +36.1 % +42.7 % +9.7 % 0 % +18.1 % 76 24 3.6 % 3.3 % 0.79 30.9 19.8 1.8 6.2 26.9 3.61 14.1 17.5 % 47.5 % 8.1 % 21.0 % 8.3 % 1.40 31.7 % +4.1 % 5 1.3 % 24.9 % 7.0 57.5 % 12.0 % 3.0 (8)
OSW OneSpaWorld Holdings Ltd 07/29 +52 % 37 % Stage 2 B 63 8 of 9 3.1 $ Leisure – — — Consumer Cyclical 30.20 $ +36.1 % +30.6 % +38.4 % −6.8 % +11.0 % 76 75 4.7 % 3.5 % 0.90 42.3 27.9 3.0 5.7 31.1 — 21.2 9.2 % 13.4 % 8.0 % 14.2 % 8.2 % 0.17 79.1 % +7.4 % 6 0.8 % 19.1 % 7.9 111.4 % 7.0 % 5.0 (6)
PRG PROG Holdings Inc 07/22 +10 % 47 % Stage 2 B 58 6 of 9 1.4 $ Rental & Leasing Services Uses AI — Industrials 34.80 $ +48.2 % +34.2 % +13.3 % −8.0 % +68.3 % 76 55 4.8 % 4.3 % 1.78 8.9 5.2 0.5 1.8 4.4 0.93 1.1 14.7 % 36.2 % 5.6 % 17.6 % 15.0 % 0.80 46.4 % -2.2 % 4 1.9 % 13.5 % 5.3 109.0 % 12.2 % 4.9 (7)
CRI Carter’s Inc 07/24 -8 % 49 % Stage 2 B 62 5 of 9 1.1 $ Apparel Retail Neutral — Consumer Cyclical 31.50 $ +33.7 % +33.7 % +9.5 % −3.0 % +22.6 % 76 27 4.4 % 4.4 % 0.84 — 16.4 0.4 — 3.5 2.01 4.9 4.2 % 48.6 % 6.6 % 10.2 % 6.9 % — 37.4 % +1.9 % 2 3.2 % 25.4 % 7.6 115.6 % 25.0 % 3.4 (7)
EPC Edgewell Personal Care Co 08/04 -11 % 43 % Stage 2 D 36 4 of 9 1.3 $ Household & Personal Products – — — Consumer Defensive 28.60 $ +56.0 % +61.6 % +55.0 % −6.4 % +13.7 % 76 18 7.1 % 5.8 % 0.35 — 13.6 0.6 — 19.1 2.87 18.6 9.3 % 40.9 % -4.2 % -0.7 % 3.0 % — 41.0 % -1.3 % 4 2.1 % 32.6 % 5.9 122.0 % 10.5 % 3.7 (7)
SGC Superior Uniform Group Inc 08/04 +20 % 43 % Stage 2 C 51 8 of 9 0.2 $ Apparel Manufacturing – — — Consumer Cyclical 12.30 $ +42.4 % +34.6 % +37.3 % −9.8 % +42.9 % 76 83 7.4 % 5.9 % 1.45 — 14.5 0.3 — 6.1 1.44 10.5 — 37.6 % 1.4 % 4.4 % 2.5 % — — +0.1 % 4 4.4 % 82.4 % 8.2 42.9 % 4.7 % 5.0 (2)
MAR Marriott International Inc 08/04 +44 % 27 % Stage 2 B 58 7 of 9 104.6 $ Lodging – — — Consumer Cyclical 399.30 $ +25.2 % +19.4 % +53.5 % −7.8 % -2.9 % 75 52 2.6 % 2.4 % 1.17 41.7 30.1 3.9 466.0 33.4 1.99 24.2 59.0 % 79.2 % 35.0 % 14.5 % 9.8 % -1.34 -14.7 % +4.3 % 5 0.7 % 33.0 % 5.3 64.2 % 2.9 % 3.8 (29)
MUSA Murphy USA Inc 07/29 +30 % 39 % Stage 2 B 62 7 of 9 9.9 $ Specialty Retail – — — Consumer Cyclical 535.00 $ +36.9 % +30.8 % +38.4 % −17.7 % +19.6 % 75 89 4.0 % 3.8 % 0.29 19.6 18.4 0.4 15.8 10.6 1.51 10.3 4.8 % 8.1 % 3.2 % 80.4 % 12.1 % 4.08 13.5 % -4.3 % 3 0.5 % 8.0 % 7.2 89.2 % 5.0 % 4.0 (11)
VOYA Voya Financial Inc 08/04 +14 % 26 % Stage 2 C 48 5 of 9 8.9 $ Financial Conglomerates – — — Financial Services 98.10 $ +25.1 % +21.8 % +37.7 % −3.8 % +11.6 % 75 68 2.5 % 2.5 % 0.89 15.0 8.5 1.1 1.9 7.5 1.19 0.0 14.3 % 55.6 % 7.4 % 11.9 % 0.4 % 0.55 2.7 % -6.9 % 3 2.0 % 25.0 % 3.8 111.9 % 4.8 % 3.8 (12)
WKC World Kinect Corporation 07/30 +17 % 28 % Stage 2 C 45 5 of 9 1.9 $ Oil & Gas Refining & Marketing Neutral — — Energy 37.30 $ +37.5 % +44.2 % +49.4 % −0.7 % +2.9 % 75 23 2.9 % 2.7 % 1.23 — 14.0 0.0 1.7 23.4 1.32 58.1 0.7 % 2.7 % -0.4 % -36.0 % 2.8 % 0.66 17.7 % -12.7 % 3 2.5 % 29.9 % 3.7 114.3 % 30.2 % 2.3 (3)
RBB RBB Bancorp 07/20 +44 % 23 % Stage 2 B 67 9 of 9 0.4 $ Banks - Regional – — — Financial Services 25.60 $ +27.1 % +30.3 % +39.9 % −0.7 % +9.9 % 75 94 3.6 % 2.7 % 1.03 — 12.2 2.3 — 7.7 — 0.0 — 100.0 % 33.8 % 7.9 % 1.1 % — — +2.6 % 4 2.4 % 20.2 % -0.6 56.6 % 3.4 % 3.4 (5)
QUAD Quad Graphics Inc 08/04 +49 % 45 % Stage 2 C 46 5 of 9 0.4 $ Specialty Business Services – — — Industrials 7.20 $ +31.4 % +34.5 % +52.3 % −7.1 % +40.1 % 75 64 3.4 % 3.2 % 1.11 — 5.4 0.2 — 9.9 0.84 6.1 — 21.6 % 1.3 % 25.6 % 5.5 % — — -9.4 % 4 4.2 % 34.5 % 2.0 56.1 % 5.3 % 4.7 (3)
APA APA Corporation 08/05 +6 % 44 % Stage 2 B 59 5 of 9 18.8 $ Oil & Gas E&P Neutral — Energy 52.80 $ +47.8 % +41.5 % +135.1 % −18.6 % -3.8 % 74 72 3.4 % 3.9 % 0.42 12.1 9.3 — 2.8 7.0 1.33 3.9 38.5 % 78.3 % 19.6 % 26.2 % 11.6 % 0.75 32.1 % -8.4 % 5 1.9 % 19.6 % 1.5 106.1 % 9.6 % 3.4 (28)
SHO Sunstone Hotel Investors Inc 08/06 +12 % 23 % Stage 2 B 68 8 of 9 2.4 $ REIT - Hotel & Motel – — — Real Estate 12.80 $ +32.6 % +30.9 % +47.7 % −3.9 % -4.5 % 74 97 2.5 % 2.4 % 1.02 — 625.0 2.4 — 14.5 3.00 14.7 10.9 % 43.7 % 5.3 % 1.9 % 1.9 % — 63.3 % +6.0 % 3 2.9 % 91.0 % 4.9 107.0 % 12.3 % 3.6 (12)
CNOB ConnectOne Bancorp, Inc. 08/04 +39 % 25 % Stage 2 B 69 6 of 9 1.6 $ Banks - Regional – — — Financial Services 32.10 $ +27.8 % +24.8 % +40.3 % −1.1 % +14.7 % 74 77 2.2 % 2.6 % 1.07 17.3 10.2 — 1.1 9.0 1.83 0.0 53.9 % 100.0 % 35.4 % 6.9 % 1.0 % 0.02 11.2 % +13.4 % 4 2.4 % 18.6 % 9.5 77.7 % 4.3 % 4.2 (5)
SIRI Sirius XM Holdings Inc. 07/30 -6 % 32 % Stage 2 C 45 5 of 9 9.8 $ Entertainment Uses AI — Communication Services 29.00 $ +49.0 % +44.2 % +42.3 % −4.6 % +24.0 % 73 67 2.9 % 3.3 % 0.98 12.4 8.4 1.1 0.8 6.2 1.09 8.2 22.0 % 47.4 % 10.2 % 7.4 % 4.4 % 0.84 42.4 % -1.6 % 4 4.0 % 34.4 % 1.4 44.4 % 15.1 % 3.4 (14)
PBF PBF Energy Inc 07/30 +4 % 65 % Stage 2 B 65 5 of 9 9.2 $ Oil & Gas Refining & Marketing – — — Energy 78.00 $ +52.2 % +77.7 % +127.2 % −19.0 % +16.4 % 73 9 6.0 % 5.8 % 0.18 — 8.4 0.2 — 3.5 2.51 4.2 -1.3 % 5.0 % 3.9 % 8.2 % 3.1 % — 37.5 % -11.4 % 3 1.4 % 20.7 % 5.4 85.7 % 13.2 % 2.6 (14)
AAT American Assets Trust Inc 08/04 +21 % 22 % Stage 2 D 35 4 of 9 1.7 $ REIT - Diversified – — — Real Estate 21.90 $ +32.8 % +36.1 % +25.7 % −1.1 % +8.8 % 73 4 2.0 % 2.3 % 0.98 — 60.6 3.8 — — 9.34 12.5 — 61.8 % 4.1 % 2.2 % 2.1 % — — -4.7 % 6 6.4 % 1.6 % 4.0 119.7 % 6.7 % 2.3 (3)
LLY Eli Lilly and Company 08/06 +49 % 35 % Stage 2 A 75 8 of 9 1,264.0 $ Drug Manufacturers - General Uses AI — Healthcare 1,417.50 $ +3.4 % +14.6 % +68.9 % −4.7 % -1.4 % 72 89 3.1 % 3.3 % 0.45 55.1 29.7 14.6 41.4 49.0 1.36 28.1 49.4 % 83.6 % 31.9 % 107.5 % 20.4 % 1.73 26.8 % +44.7 % 8 0.5 % 21.7 % 7.3 85.4 % 0.8 % 4.4 (31)
TPR Tapestry Inc 08/13 +92 % 42 % Stage 2 B 66 7 of 9 23.4 $ Luxury Goods – — — Consumer Cyclical 116.30 $ +18.5 % +13.2 % +5.8 % −9.9 % +45.0 % 72 82 4.0 % 3.6 % 1.43 38.6 14.0 2.9 37.2 12.9 1.59 11.6 22.4 % 76.6 % 19.1 % 60.9 % 17.5 % -14.11 10.5 % +5.1 % 6 1.7 % 23.6 % 4.0 98.3 % 7.9 % 4.2 (21)
COKE Coca-Cola Consolidated Inc. 07/23 +63 % 38 % Stage 2 C 54 7 of 9 14.0 $ Beverages - Non-Alcoholic – — — Consumer Defensive 210.30 $ +19.7 % +19.0 % +64.5 % −18.4 % +597.0 % 72 92 3.8 % 3.9 % 0.54 30.7 17.4 1.8 9.8 21.7 3.04 14.7 7.4 % 39.1 % 7.1 % 135.2 % 12.5 % -3.40 -14.6 % +4.8 % 4 0.5 % 11.8 % 4.3 69.5 % 6.8 % —
TEX Terex Corporation 07/30 +9 % 47 % Stage 2 B 56 3 of 9 6.5 $ Farm & Heavy Construction Machinery – — — Industrials 56.20 $ +28.0 % +35.4 % +2.2 % −0.2 % +41.1 % 72 21 5.1 % 4.8 % 1.47 26.5 8.5 0.9 1.3 13.5 0.95 13.1 -3.9 % 16.8 % 2.2 % 3.2 % 2.8 % 1.20 47.3 % +5.7 % 2 1.4 % 13.7 % 5.9 100.6 % 7.1 % 4.0 (14)
THFF First Financial Corporation 07/28 +53 % 24 % Stage 2 C 51 4 of 9 0.9 $ Banks - Regional – — — Financial Services 76.60 $ +26.6 % +26.3 % +49.9 % −1.4 % +11.1 % 72 56 2.7 % 2.6 % 0.44 11.6 8.9 — 1.4 9.4 9.51 0.0 — 100.0 % 31.6 % 13.1 % 1.4 % 0.85 — +6.2 % 7 2.9 % 25.2 % 3.6 83.3 % 3.7 % 3.5 (4)
PFIS Peoples Financial Services Corp. 07/30 +24 % 24 % Stage 2 C 54 4 of 9 0.7 $ Banks - Regional – — — Financial Services 70.30 $ +34.8 % +35.6 % +58.6 % −0.6 % +3.2 % 72 31 3.1 % 3.0 % 0.74 12.5 15.1 — 1.4 15.4 1.31 0.0 — 100.0 % 29.8 % 11.7 % 1.1 % 0.60 — +22.3 % 5 3.5 % 43.1 % 3.5 32.3 % 4.1 % 3.0 (2)
HQI Hirequest Inc 08/06 -16 % 60 % Stage 2 C 50 6 of 9 0.2 $ Staffing & Employment Services – — — Industrials 16.30 $ +20.5 % +31.7 % +96.9 % −13.9 % +10.5 % 72 62 6.8 % 6.3 % 1.17 40.9 17.9 7.5 4.1 24.1 — 18.1 — 100.0 % 27.1 % 10.2 % 6.2 % — — -11.4 % 6 1.5 % 36.4 % 10.2 11.7 % 4.0 % 4.5 (2)
HAL Halliburton Company 07/21 +7 % 33 % Stage 2 B 68 6 of 9 30.3 $ Oil & Gas Equipment & Services – — — Energy 36.20 $ +25.4 % +22.7 % +36.9 % −20.5 % +22.7 % 71 88 3.1 % 3.1 % 0.84 18.9 11.5 1.3 2.6 14.4 0.69 13.7 12.6 % 14.8 % 8.9 % 14.6 % 7.2 % 1.03 43.1 % -3.3 % 4 1.9 % 22.9 % 8.4 89.5 % 5.6 % 4.3 (28)
RL Ralph Lauren Corp Class A 08/06 +86 % 35 % Stage 2 B 63 6 of 9 23.4 $ Apparel Manufacturing – — — Consumer Cyclical 392.90 $ +15.4 % +10.6 % +23.0 % −2.7 % +14.0 % 71 65 3.1 % 3.6 % 1.36 26.8 20.0 2.8 8.4 21.4 2.03 15.4 13.4 % 70.3 % 11.8 % 34.7 % 11.0 % 1.54 44.1 % +14.6 % 6 1.1 % 22.0 % 11.6 107.9 % 7.2 % 4.4 (18)
LEA Lear Corporation 07/31 +3 % 34 % Stage 2 B 58 7 of 9 5.9 $ Auto Parts – — — Consumer Cyclical 118.40 $ +20.7 % +16.1 % +15.6 % −8.1 % +25.2 % 71 87 3.0 % 3.3 % 1.30 12.1 6.8 0.2 1.2 8.5 0.36 5.2 5.0 % 7.7 % 2.4 % 12.2 % 4.4 % 1.07 32.9 % -0.2 % 4 2.6 % 21.5 % 6.4 109.2 % 8.4 % 3.6 (16)
FBP First BanCorp. 07/22 +49 % 23 % Stage 2 B 60 9 of 9 4.0 $ Banks - Regional Threatened — Financial Services 26.20 $ +39.0 % +33.4 % +43.4 % −0.1 % +16.6 % 71 66 2.1 % 1.9 % 0.83 11.9 20.7 3.2 2.1 — 4.15 0.0 49.1 % 100.0 % 38.0 % 19.5 % 1.9 % 0.16 10.3 % +5.4 % 5 3.7 % 28.3 % 0.5 101.6 % 7.2 % 4.4 (7)
HAFC Hanmi Financial Corporation 07/28 +48 % 28 % Stage 2 B 57 6 of 9 0.9 $ Banks - Regional – — — Financial Services 32.60 $ +20.7 % +17.6 % +27.9 % −0.2 % +4.7 % 71 71 2.2 % 2.1 % 0.74 — 8.6 2.4 — 4.5 1.39 0.0 — 100.0 % 32.2 % 10.4 % 1.1 % — — +3.6 % 5 3.5 % 30.0 % -1.7 96.5 % 5.3 % 3.3 (4)
PCB PCB Bancorp 07/23 +33 % 23 % Stage 2 B 63 8 of 9 0.4 $ Banks - Regional – — — Financial Services 29.30 $ +27.7 % +27.1 % +42.3 % −1.6 % +5.5 % 71 75 2.5 % 2.3 % 0.51 — 0.0 2.6 — 10.3 — 0.0 — 100.0 % 35.3 % 10.5 % 1.2 % — — +9.1 % 6 3.1 % 23.4 % 3.7 41.8 % 2.5 % 3.0 (3)
PLBC Plumas Bancorp 07/15 +28 % 21 % Stage 2 B 59 6 of 9 0.4 $ Banks - Regional Neutral — Financial Services 63.10 $ +30.3 % +30.1 % +61.6 % −2.0 % +10.1 % 71 62 3.6 % 2.7 % 0.59 13.4 16.8 — 1.6 14.0 1.49 0.0 — 100.0 % 36.9 % 14.2 % 1.9 % 0.54 — +48.6 % 4 2.1 % 19.5 % 0.0 46.9 % 5.0 % 4.3 (3)
GE GE Aerospace 07/16 +112 % 34 % Stage 2 B 62 5 of 9 314.5 $ Aerospace & Defense – — — Industrials 301.80 $ +15.9 % +18.3 % -2.4 % −2.2 % +25.4 % 70 31 3.0 % 3.1 % 1.37 39.1 33.8 6.0 18.2 36.4 3.67 26.1 20.2 % 30.1 % 17.3 % 45.4 % 5.1 % 2.24 14.1 % +18.5 % 3 0.6 % 23.0 % 6.3 81.0 % 1.1 % 4.5 (23)
WAB Westinghouse Air Brake Technologies Corporation 07/22 +56 % 26 % Stage 2 B 57 3 of 9 48.6 $ Railroads – — — Industrials 279.60 $ +26.9 % +22.4 % +38.3 % −0.9 % +19.0 % 70 60 3.1 % 2.7 % 0.92 37.5 23.8 4.0 4.0 27.3 1.37 19.5 19.0 % 36.2 % 11.2 % 11.3 % 6.3 % 13.15 48.1 % +7.5 % 4 0.5 % 9.8 % 5.4 96.1 % 2.7 % 4.6 (12)
WSM Williams-Sonoma Inc — +99 % 33 % Stage 2 B 58 5 of 9 29.8 $ Specialty Retail – — — Consumer Cyclical 252.70 $ +27.5 % +27.7 % +29.2 % −1.9 % -0.8 % 70 54 3.6 % 3.8 % 1.47 28.3 24.2 3.7 15.9 22.2 2.51 17.1 16.2 % 45.7 % 14.7 % 54.0 % 16.6 % 0.83 37.0 % +1.2 % 5 1.2 % 32.6 % 7.4 99.0 % 4.7 % 3.8 (23)
EWBC East West Bancorp Inc 07/21 +63 % 23 % Stage 2 B 66 8 of 9 17.7 $ Banks - Regional Neutral — — Financial Services 130.80 $ +18.0 % +13.4 % +32.7 % −4.2 % +14.6 % 70 68 2.6 % 2.3 % 0.98 12.7 11.4 — 1.9 9.5 5.58 0.0 65.1 % 100.0 % 50.1 % 16.5 % 1.8 % 0.43 10.9 % +82.7 % 6 2.4 % 24.4 % 3.8 94.8 % 3.2 % 4.4 (16)

Price Chart

Quarterly Figures

No quarterly data available.

Frequently Asked Questions

The Chowder Rule for dividend investors: dividend yield plus 5-year dividend growth (annualized) must add up to at least 12% — for yields under 3%, it must be 15%, so pure growth without a substantial yield doesn't slip through. Calculated from real payout history (calendar-year totals per share, split-adjusted). Source: fundamental data.

All scanners are recalculated daily across the entire stock universe — most recently on November 2, 2026. The data basis is fundamental data and SEC filings (10-K annual reports and 10-Q quarterly reports).

Currently, 371 stocks pass this scanner's criteria (as of November 2, 2026). The 100 strongest hits are shown.

No global trading filters — this strategy checks the entire stock universe purely against its own criteria (mega caps over $50B included).

Related scanners

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

Was this page helpful to you?