Design (Testphase)
Value & GARP
James O'Shaughnessy: Trending Value
25
Hits
August 3, 2026
last calculated
Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
O'Shaughnessy's strongest strategy from 'What Works on Wall Street': first find the cheapest decile of the universe via a composite valuation score (percentile average of P/E, P/B, P/S, P/CF, and P/FCF; missing metrics count neutrally as 50), then buy the 25 stocks from that group with the strongest 6-month momentum — cheap AND already trending up. Minimum market cap $200M. The selection is recalculated on every run. 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
(16)
- 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.
- Momentum
- The driving force behind a price trend: stocks that have recently risen sharply statistically tend to keep rising more often than not. Momentum strategies therefore buy strength - not perceived bargains.
- 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RXT Rackspace Technology Inc | 08/06 | +6 % | 62 6/25 | Stage 2 | D 40 | 6 of 9 | 1.0 $ | Software - Infrastructure | Sells AI | — | Technology | 4.10 $ | +648.8 % | +103.2 % | +241.3 % | −26.1 % | +19.5 % | 99 | 42 | 16.9 % | 17.1 % | 3.00 | — | 91.7 | 0.4 | 0.5 | 13.3 | 4.93 | 13.0 | — | 18.9 % | -5.4 % | -352.8 % | -1.1 % | -2.65 | — | -1.9 % | — | 0.0 % | 0.0 % | -2.3 | 69.2 % | 23.5 % | 3.0 (6) | |
| SNEX Stonex Group Inc | 08/04 | +151 % | 68 6/22 | Stage 2 | B 57 | 6 of 9 | 9.2 $ | Capital Markets | Neutral | — | Financial Services | 76.60 $ | +117.5 % | +77.2 % | +77.2 % | −3.3 % | +46.2 % | 95 | 87 | 6.0 % | 4.9 % | 0.66 | 20.3 | 9.8 | 0.1 | 3.3 | 1.2 | — | 11.5 | 0.5 % | 1.6 % | 0.3 % | 20.2 % | 1.1 % | 7.16 | 5.0 % | +32.5 % | — | 0.0 % | 0.0 % | 5.5 | 85.9 % | 7.1 % | 5.0 (2) | |
| MEI Methode Electronics Inc | — | -18 % | 62 6/25 | Stage 2 | D 35 | 3 of 9 | 0.5 $ | Electronic Components | Uses AI | — | Technology | 14.00 $ | +104.6 % | +185.0 % | +118.5 % | −2.3 % | +38.1 % | 94 | 2 | 13.1 % | 9.7 % | 1.47 | — | 10.2 | 0.5 | 0.8 | 12.0 | 0.78 | 9.9 | — | 19.9 % | -3.5 % | -9.3 % | 0.7 % | 0.52 | — | -2.8 % | — | 1.4 % | 36.4 % | 7.2 | 93.1 % | 7.8 % | 3.7 (3) | |
| OGN Organon & Co | 08/04 | -8 % | 68 6/22 | Stage 2 | D 41 | 7 of 9 | 3.6 $ | Drug Manufacturers - General | Uses AI | — | Healthcare | 13.60 $ | +88.3 % | +91.9 % | +40.9 % | −0.2 % | -17.3 % | 92 | 81 | 0.4 % | 0.4 % | 1.54 | 14.6 | 5.1 | 0.6 | 4.0 | 7.1 | — | 8.4 | 18.7 % | 53.4 % | 3.4 % | 34.1 % | 5.7 % | 9.49 | 7.0 % | -2.9 % | — | 0.6 % | 2.5 % | 5.4 | 77.9 % | 7.0 % | 3.0 (7) | |
| CNC Centene Corp | 07/28 | -2 % | 98 11/22 | Stage 2 | B 56 | 9 of 9 | 30.7 $ | Healthcare Plans | Uses AI | — | — | Healthcare | 62.20 $ | +53.4 % | +61.8 % | +138.7 % | −2.7 % | +13.6 % | 90 | 64 | 3.6 % | 3.6 % | 1.08 | — | 18.1 | 0.2 | 1.4 | 3.8 | 1.20 | 3.9 | 5.1 % | 11.4 % | -2.8 % | -26.0 % | 2.5 % | 1.55 | 26.4 % | +19.4 % | — | 0.0 % | 0.0 % | 4.0 | 100.6 % | 3.1 % | 3.9 (19) |
| RILY BRC Group Holdings, Inc. | — | -26 % | 71 6/22 | Stage 2 | B 58 | 6 of 9 | 0.3 $ | Financial Conglomerates | Threatened | — | Financial Services | 7.20 $ | +86.1 % | +71.8 % | +33.3 % | −36.7 % | -78.9 % | 90 | 99 | 8.2 % | 7.8 % | 1.19 | 0.5 | 0.0 | 0.2 | 3.7 | 1.3 | — | 2.5 | — | 22.7 % | 50.8 % | -3,385.4 % | 28.6 % | 17.37 | — | +77.9 % | — | 0.0 % | 0.0 % | 3.9 | 25.8 % | 11.4 % | — | |
| AMN AMN Healthcare Services Inc | 08/06 | -23 % | 93 9/22 | Stage 2 | B 59 | 8 of 9 | 1.3 $ | Medical Care Facilities | Threatened | — | Healthcare | 33.60 $ | +98.2 % | +102.2 % | +83.4 % | −2.4 % | -5.2 % | 89 | 93 | 4.9 % | 5.2 % | 0.42 | — | 26.2 | 0.4 | — | 1.8 | 1.71 | 7.5 | — | 27.6 % | -1.0 % | -4.5 % | 3.5 % | — | — | -8.5 % | — | 0.0 % | 0.0 % | 5.6 | 115.6 % | 11.1 % | 3.3 (9) | |
| COOK Traeger Inc | 08/05 | -22 % | 96 14/31 | Stage 2 | C 49 | 7 of 9 | 0.2 $ | Furnishings, Fixtures & Appliances | – | — | — | Consumer Cyclical | 64.20 $ | +27.3 % | +54.7 % | -20.8 % | −3.7 % | -42.3 % | 87 | 42 | 11.5 % | 12.6 % | 1.96 | — | 17.3 | 0.4 | 1.0 | 4.1 | — | 12.0 | — | 40.4 % | -21.9 % | -49.1 % | 0.1 % | 2.43 | — | -7.4 % | — | 0.0 % | 0.0 % | 0.2 | 68.9 % | 8.1 % | — |
| FLXS Flexsteel Industries Inc | 08/17 | +92 % | 65 8/31 | Stage 2 | C 54 | 8 of 9 | 0.3 $ | Furnishings, Fixtures & Appliances | Neutral | — | Consumer Cyclical | 74.00 $ | +90.4 % | +77.4 % | +121.4 % | −1.3 % | +2.5 % | 87 | 21 | 5.2 % | 4.7 % | 0.56 | 13.5 | 14.3 | 0.7 | 1.6 | 7.8 | 1.20 | 6.5 | 7.1 % | 23.2 % | 6.8 % | 18.1 % | 8.2 % | 0.05 | 59.4 % | +6.9 % | — | 1.2 % | 16.9 % | 4.9 | 65.7 % | 4.3 % | 5.0 (1) | |
| BFH Bread Financial Holdings, Inc. | 07/23 | +91 % | 13 2/22 | Stage 2 | B 58 | 8 of 9 | 4.4 $ | Credit Services | Uses AI | — | Financial Services | 108.10 $ | +41.0 % | +42.6 % | +78.6 % | −2.6 % | +4.6 % | 86 | 77 | 3.3 % | 3.4 % | 1.13 | 8.8 | 10.0 | — | 1.3 | 2.0 | 3.85 | 6.1 | 34.0 % | 100.0 % | 21.4 % | 17.5 % | 2.6 % | 1.19 | 14.9 % | +22.4 % | — | 0.9 % | 6.7 % | 0.8 | 112.3 % | 0.0 % | 3.3 (16) | |
| ADV Advantage Solutions Inc | 08/06 | -10 % | 97 11/24 | Stage 2 | D 35 | 4 of 9 | 0.5 $ | Advertising Agencies | – | — | — | Communication Services | 39.20 $ | +81.0 % | +112.3 % | +14.6 % | −10.0 % | +8.4 % | 86 | 29 | 9.4 % | 8.9 % | 2.09 | — | 0.0 | 0.1 | 1.1 | 8.4 | — | 24.7 | — | 14.0 % | -6.8 % | -41.5 % | 2.3 % | 3.24 | — | -0.7 % | — | 0.0 % | 0.0 % | 0.4 | 30.8 % | 10.2 % | 3.7 (3) |
| UFCS United Fire Group Inc | 08/04 | +48 % | 69 6/22 | Stage 2 | B 59 | 6 of 9 | 1.3 $ | Insurance - Property & Casualty | Threatened | — | Financial Services | 51.40 $ | +41.2 % | +45.7 % | +97.3 % | −4.8 % | -0.8 % | 84 | 82 | 3.2 % | 3.2 % | 0.50 | 10.4 | 14.1 | 0.9 | 1.3 | 4.6 | 1.41 | 0.0 | 11.2 % | 12.4 % | 9.2 % | 14.8 % | 3.0 % | 0.16 | 24.5 % | +10.8 % | — | 1.6 % | 17.3 % | 0.9 | 69.0 % | 1.7 % | 4.0 (2) | |
| INN Summit Hotel Properties Inc | 08/04 | +10 % | 18 2/21 | Stage 2 | D 34 | 5 of 9 | 0.7 $ | REIT - Hotel & Motel | – | — | — | Real Estate | 6.90 $ | +42.1 % | +48.3 % | +40.2 % | −0.2 % | -3.1 % | 82 | 6 | 3.7 % | 3.5 % | 1.24 | — | 40.7 | 1.0 | 0.9 | 6.1 | — | 10.0 | — | 42.7 % | -1.5 % | -1.4 % | 1.3 % | 1.69 | — | -0.3 % | — | 4.7 % | 160.0 % | 3.7 | 93.7 % | 0.0 % | 3.5 (6) |
| SPB Spectrum Brands Holdings Inc | 08/06 | +7 % | 3 0/16 | Stage 2 | C 51 | 6 of 9 | 2.1 $ | Household & Personal Products | – | — | — | Consumer Defensive | 88.80 $ | +43.0 % | +44.5 % | +70.7 % | −2.2 % | -0.9 % | 80 | 98 | 3.3 % | 3.4 % | 0.63 | 17.5 | 16.0 | 0.7 | 1.1 | 7.1 | 1.36 | 11.7 | 7.4 % | 36.6 % | 4.5 % | 6.6 % | 2.9 % | 0.38 | 54.7 % | -5.2 % | — | 2.1 % | 35.7 % | 8.2 | 116.4 % | 18.3 % | 4.0 (10) |
| RMR RMR Group Inc | 08/04 | +5 % | 44 4/21 | Stage 2 | D 43 | 3 of 9 | 0.3 $ | Real Estate Services | – | — | — | Real Estate | 19.00 $ | +47.1 % | +45.0 % | +32.0 % | −3.0 % | +9.2 % | 80 | 7 | 2.3 % | 2.2 % | 1.09 | 16.1 | 19.4 | 0.5 | 1.5 | 3.6 | 0.09 | 5.1 | — | 97.4 % | 9.5 % | 11.2 % | 6.7 % | 0.69 | — | -22.0 % | — | 9.5 % | 3.4 % | 7.7 | 80.5 % | 8.9 % | 3.7 (3) |
| BLX Foreign Trade Bank of Latin America, Inc. | 08/03 | +86 % | 80 7/22 | Stage 2 | C 51 | 5 of 9 | 2.2 $ | Banks - Regional | Uses AI | — | Financial Services | 58.60 $ | +42.5 % | +42.9 % | +54.8 % | −1.9 % | +10.3 % | 79 | 28 | 2.7 % | 2.8 % | 0.79 | 9.8 | 8.4 | 3.6 | 1.3 | 1.8 | 1.77 | 0.0 | 72.8 % | 97.8 % | 71.2 % | 15.0 % | 1.7 % | 2.55 | 12.4 % | -58.1 % | — | 4.7 % | 44.4 % | 1.1 | 32.0 % | 1.8 % | 4.5 (2) | |
| HZO MarineMax Inc | 07/23 | +5 % | 12 3/31 | Stage 2 | D 44 | 5 of 9 | 0.8 $ | Specialty Retail | – | — | — | Consumer Cyclical | 34.50 $ | +43.6 % | +48.9 % | +52.0 % | −2.9 % | +9.7 % | 78 | 85 | 4.6 % | 4.4 % | 1.59 | — | 22.7 | 0.3 | 0.8 | 4.3 | 1.09 | 14.4 | — | 34.2 % | 0.2 % | -6.5 % | 1.7 % | 1.29 | — | -5.0 % | — | 0.0 % | 0.0 % | 5.5 | 93.0 % | 16.2 % | 4.6 (9) |
| DINO HF Sinclair Corp | 07/28 | +25 % | 53 2/10 | Stage 2 | B 65 | 7 of 9 | 16.5 $ | Oil & Gas Refining & Marketing | Neutral | — | Energy | 91.50 $ | +44.9 % | +55.4 % | +116.0 % | −9.3 % | -2.8 % | 75 | 74 | 3.6 % | 3.6 % | 0.71 | 13.8 | 9.7 | 0.5 | 1.7 | 7.9 | 1.14 | 4.8 | 11.9 % | 12.9 % | 6.1 % | 13.0 % | 9.2 % | 0.49 | 53.2 % | -6.0 % | — | 2.3 % | 21.0 % | 7.2 | 84.1 % | 5.1 % | 3.6 (16) | |
| 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) | |
| GCO Genesco Inc | — | +14 % | 44 6/31 | Stage 2 | C 48 | 5 of 9 | 0.4 $ | Apparel Retail | – | — | — | Consumer Cyclical | 38.20 $ | +36.5 % | +49.3 % | +58.9 % | −20.3 % | +5.6 % | 74 | 75 | 6.5 % | 6.1 % | 1.83 | — | 18.5 | 0.2 | — | 2.9 | 0.68 | 11.7 | — | 46.3 % | 0.8 % | 3.7 % | 1.2 % | — | — | +4.8 % | — | 0.0 % | 0.0 % | 6.0 | 91.9 % | 9.2 % | 3.0 (3) |
| 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) | |
| ALTG Alta Equipment Group Inc | 08/06 | -17 % | 23 4/29 | Stage 2 | D 39 | 5 of 9 | 0.2 $ | Rental & Leasing Services | – | — | — | Industrials | 6.60 $ | +55.7 % | +43.8 % | -15.2 % | −14.9 % | +38.6 % | 69 | 76 | 7.3 % | 7.7 % | 1.72 | — | 222.2 | 0.1 | — | 4.3 | — | 8.7 | — | 25.7 % | -4.3 % | -569.7 % | 0.7 % | — | — | -2.2 % | — | 0.0 % | 126.7 % | 3.6 | 59.4 % | 3.1 % | — |
| OVV Ovintiv Inc | 07/23 | +23 % | 53 2/10 | Stage 2 | D 43 | 3 of 9 | 16.8 $ | Oil & Gas E&P | – | — | — | Energy | 62.50 $ | +41.5 % | +41.3 % | +55.6 % | −15.6 % | +16.6 % | 66 | 8 | 3.1 % | 3.2 % | 0.54 | 20.4 | 9.6 | 1.7 | 1.5 | 3.8 | 1.85 | 7.7 | 29.2 % | 53.9 % | 9.7 % | 7.1 % | 8.6 % | 0.88 | 51.8 % | -4.6 % | — | 1.9 % | 19.5 % | 4.4 | 91.2 % | 5.8 % | 4.3 (23) |
| LILA Liberty Latin America Ltd | 08/06 | +2 % | 75 7/24 | Stage 3 | D 43 | 5 of 9 | 1.5 $ | Telecom Services | – | — | — | Communication Services | 8.20 $ | +18.6 % | +50.6 % | +70.2 % | −22.5 % | +22.8 % | 60 | 25 | 9.1 % | 5.9 % | 0.74 | — | 15.9 | 0.3 | — | 4.8 | 3.61 | 9.1 | — | 78.0 % | -11.2 % | -34.9 % | 1.2 % | — | — | -0.3 % | — | 0.0 % | 0.0 % | 2.2 | 77.4 % | 2.6 % | 4.0 (4) |
| HOV Hovnanian Enterprises Inc | 08/20 | +13 % | 8 2/31 | Stage 3 | D 37 | 2 of 9 | 0.7 $ | Residential Construction | – | — | — | Consumer Cyclical | 123.90 $ | +30.7 % | +43.6 % | +3.7 % | −12.5 % | -40.3 % | 56 | 21 | 6.9 % | 6.5 % | 1.81 | 35.7 | 13.5 | 0.2 | 1.1 | 2.6 | 2.00 | 14.0 | — | 15.2 % | 1.3 % | 4.4 % | 2.0 % | 1.13 | — | -0.9 % | — | 0.0 % | 0.0 % | 7.4 | 65.0 % | 7.3 % | 3.0 (1) |
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Frequently Asked Questions
O'Shaughnessy's strongest strategy from 'What Works on Wall Street': first find the cheapest decile of the universe via a composite valuation score (percentile average of P/E, P/B, P/S, P/CF, and P/FCF; missing metrics count neutrally as 50), then buy the 25 stocks from that group with the strongest 6-month momentum — cheap AND already trending up. Minimum market cap $200M.
All scanners are recalculated daily across the entire stock universe — most recently on 3. August 2026. The data basis is fundamental data and SEC filings (10-K annual reports and 10-Q quarterly reports).
Currently, 25 stocks pass this scanner's criteria (as of 3. August 2026).
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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Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.