Value & GARP
James O'Shaughnessy: Trending Value
25 Hits · last calculated September 18, 2026 Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Methodology & criteria
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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Hit List
Tip: clicking a column header sorts the table by that column; a second click flips the direction.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SNEX Stonex Group Inc | 08/04 | +151 % | 47 % | Stage 2 | B 55 | 6 of 9 | 7.9 $ | Capital Markets | Neutral | — | Financial Services | 66.10 $ | +117.5 % | +77.2 % | +57.9 % | −3.3 % | +13.5 % | 95 | 87 | 6.0 % | 4.9 % | 0.64 | 17.7 | 9.8 | 0.1 | 2.9 | 1.5 | — | 10.6 | 0.5 % | 1.7 % | 0.3 % | 20.2 % | 1.2 % | 7.16 | 5.0 % | +32.5 % | 2 | 0.0 % | 0.0 % | 5.5 | 85.9 % | 4.7 % | 5.0 (2) | |
| CNC Centene Corp | 07/28 | -2 % | 48 % | Stage 2 | B 57 | 9 of 9 | 33.1 $ | Healthcare Plans | Uses AI | — | — | Healthcare | 67.10 $ | +53.4 % | +61.8 % | +107.6 % | −2.7 % | +8.8 % | 90 | 64 | 3.6 % | 3.6 % | 1.11 | — | 12.5 | 0.2 | 1.5 | 4.0 | 0.84 | 3.9 | 5.1 % | 11.4 % | -2.8 % | -26.0 % | 2.5 % | 1.55 | 26.4 % | +19.4 % | 3 | 0.0 % | 0.0 % | 4.0 | 100.6 % | 3.1 % | 3.9 (19) |
| ATLC Atlanticus Holdings Corporation | 08/06 | +51 % | 53 % | Stage 2 | B 70 | 6 of 9 | 1.4 $ | Credit Services | Uses AI | — | Financial Services | 95.20 $ | +51.4 % | +49.6 % | +32.6 % | −2.8 % | +37.2 % | 90 | 77 | 6.3 % | 6.0 % | 2.02 | — | 7.9 | 0.8 | — | 1.5 | — | 0.0 | — | 73.0 % | 21.1 % | 21.4 % | 2.8 % | — | — | +53.3 % | 7 | 0.0 % | 0.0 % | 4.5 | 25.0 % | 30.1 % | 4.3 (7) | |
| RILY BRC Group Holdings, Inc. | — | -26 % | ⚠ Wildest 10% 94 % | Stage 2 | B 60 | 6 of 9 | 0.2 $ | Financial Conglomerates | Threatened | — | Financial Services | 6.00 $ | +86.1 % | +71.8 % | -20.1 % | −36.7 % | -75.0 % | 90 | 99 | 8.2 % | 7.8 % | 1.22 | 0.4 | 0.0 | 0.2 | 3.1 | 1.1 | — | 2.6 | — | 25.8 % | 38.6 % | -3,385.4 % | 24.6 % | 17.37 | — | +77.9 % | 6 | 0.0 % | 0.0 % | 3.9 | 25.8 % | 16.7 % | — | |
| AMN AMN Healthcare Services Inc | 08/06 | -23 % | 65 % | Stage 2 | B 55 | 8 of 9 | 1.3 $ | Medical Care Facilities | Threatened | — | Healthcare | 34.60 $ | +98.2 % | +102.2 % | +81.8 % | −2.4 % | +4.5 % | 89 | 93 | 4.9 % | 5.2 % | 0.39 | — | 18.0 | 0.4 | — | 3.0 | 1.71 | 5.0 | — | 27.8 % | 3.1 % | -4.5 % | 4.4 % | — | — | -8.5 % | 2 | 0.0 % | 0.0 % | 5.6 | 115.6 % | 10.5 % | 3.3 (9) | |
| ARKO Arko Corp | 08/05 | +2 % | 57 % | Stage 2 | C 48 | 7 of 9 | 0.5 $ | Specialty Retail | – | — | — | Consumer Cyclical | 4.30 $ | +71.4 % | +72.3 % | -11.0 % | −15.1 % | +104.5 % | 87 | 75 | 5.0 % | 4.4 % | 0.90 | 23.3 | 0.0 | 0.1 | 1.3 | 12.8 | — | 11.1 | — | 16.9 % | 0.2 % | 6.5 % | 2.0 % | 4.75 | — | -12.5 % | 3 | 2.7 % | 1.6 % | 4.3 | 65.9 % | 9.8 % | 4.0 (4) |
| FLXS Flexsteel Industries Inc | 08/17 | +92 % | 49 % | Stage 2 | B 55 | 8 of 9 | 0.3 $ | Furnishings, Fixtures & Appliances | Neutral | — | Consumer Cyclical | 79.50 $ | +90.4 % | +77.4 % | +69.2 % | −1.3 % | -3.2 % | 87 | 21 | 5.2 % | 4.7 % | 0.59 | 14.4 | 15.4 | 0.7 | 1.7 | 6.8 | 1.28 | 7.7 | 7.1 % | 24.7 % | 7.2 % | 18.1 % | 9.9 % | 0.05 | 59.4 % | +6.9 % | 6 | 1.2 % | 17.1 % | 4.9 | 65.7 % | 7.2 % | 5.0 (1) | |
| ADV Advantage Solutions Inc | 08/06 | -10 % | ⚠ Wildest 10% 96 % | Stage 2 | D 35 | 4 of 9 | 0.4 $ | Advertising Agencies | – | — | — | Communication Services | 33.00 $ | +81.0 % | +112.3 % | -29.0 % | −10.0 % | +27.7 % | 86 | 29 | 9.4 % | 8.9 % | 2.11 | — | 0.0 | 0.1 | 0.9 | 6.7 | — | 27.6 | — | 13.5 % | -7.6 % | -41.5 % | 2.3 % | 3.24 | — | -0.7 % | 5 | 0.0 % | 0.0 % | 0.4 | 30.8 % | 11.9 % | 3.7 (3) |
| UFCS United Fire Group Inc | 08/04 | +48 % | 31 % | Stage 2 | B 60 | 6 of 9 | 1.4 $ | Insurance - Property & Casualty | Threatened | — | Financial Services | 54.30 $ | +41.2 % | +45.7 % | +74.6 % | −4.8 % | +7.7 % | 84 | 82 | 3.2 % | 3.2 % | 0.51 | 11.2 | 14.1 | 0.9 | 1.4 | 5.2 | 1.41 | 0.0 | 11.2 % | 12.9 % | 9.6 % | 14.8 % | 3.1 % | 0.16 | 24.5 % | +10.8 % | 7 | 1.5 % | 13.9 % | 0.9 | 69.0 % | 3.1 % | 4.0 (2) | |
| INN Summit Hotel Properties Inc | 08/04 | +10 % | 35 % | Stage 2 | D 44 | 5 of 9 | 0.6 $ | REIT - Hotel & Motel | – | — | — | Real Estate | 5.70 $ | +42.1 % | +48.3 % | +5.1 % | −0.2 % | +17.3 % | 82 | 6 | 3.7 % | 3.5 % | 1.22 | — | 40.7 | 0.8 | 0.8 | 4.8 | — | 9.0 | — | 42.9 % | -0.7 % | -1.4 % | 1.5 % | 1.69 | — | -0.3 % | 4 | 5.6 % | 16.0 % | 3.7 | 93.7 % | 0.0 % | 3.5 (6) |
| SPB Spectrum Brands Holdings Inc | 08/06 | +7 % | 34 % | Stage 2 | C 51 | 6 of 9 | 2.0 $ | Household & Personal Products | – | — | — | Consumer Defensive | 86.90 $ | +43.0 % | +44.5 % | +69.1 % | −2.2 % | +14.7 % | 80 | 98 | 3.3 % | 3.4 % | 0.64 | 17.2 | 15.0 | 0.7 | 1.1 | 6.9 | 1.36 | 11.6 | 7.4 % | 39.7 % | 2.8 % | 6.6 % | 4.3 % | 0.38 | 54.7 % | -5.2 % | 2 | 2.2 % | 23.4 % | 8.2 | 116.4 % | 19.2 % | 4.0 (10) |
| SENEA Seneca Foods Corp A | 08/06 | +107 % | 41 % | Stage 2 | B 70 | 9 of 9 | 1.0 $ | Packaged Foods | – | — | — | Consumer Defensive | 183.90 $ | +45.5 % | +56.2 % | +73.8 % | −7.3 % | +8.4 % | 80 | 50 | 5.8 % | 5.2 % | -0.02 | 11.2 | 39.4 | 0.5 | 1.7 | 4.2 | 0.83 | 7.3 | 6.5 % | 13.4 % | 6.8 % | 16.5 % | 8.3 % | 0.37 | 60.6 % | +5.1 % | 6 | 0.0 % | 0.0 % | 11.2 | 75.0 % | 4.3 % | — |
| RMR RMR Group Inc | 08/04 | +5 % | 26 % | Stage 2 | D 42 | 3 of 9 | 0.3 $ | Real Estate Services | – | — | — | Real Estate | 18.90 $ | +47.1 % | +45.0 % | +24.1 % | −3.0 % | +8.6 % | 80 | 7 | 2.3 % | 2.2 % | 1.07 | 16.0 | 19.4 | 0.5 | 1.4 | 3.5 | 0.09 | 5.6 | — | 97.0 % | 8.9 % | 11.2 % | 6.3 % | 0.69 | — | -22.0 % | 3 | 9.4 % | 2.7 % | 7.7 | 80.5 % | 9.3 % | 3.7 (3) |
| HZO MarineMax Inc | 07/23 | +5 % | 61 % | Stage 2 | C 45 | 5 of 9 | 1.2 $ | Specialty Retail | – | — | — | Consumer Cyclical | 52.30 $ | +43.6 % | +48.9 % | +103.7 % | −2.9 % | -10.1 % | 78 | 85 | 4.6 % | 4.4 % | 1.67 | — | 34.5 | 0.5 | 1.2 | 6.5 | 1.09 | 17.8 | — | 34.2 % | 0.2 % | -6.5 % | 1.7 % | 1.29 | — | -5.0 % | 2 | 0.0 % | 0.0 % | 5.5 | 93.0 % | 14.3 % | 4.6 (9) |
| PENN Penn National Gaming Inc | 08/06 | -4 % | 51 % | Stage 2 | B 55 | 6 of 9 | 2.4 $ | Resorts & Casinos | – | — | — | Consumer Cyclical | 17.50 $ | +39.0 % | +50.7 % | -7.7 % | −5.7 % | +39.4 % | 74 | 91 | 4.1 % | 4.5 % | 1.38 | — | 9.4 | 0.3 | 1.4 | 12.9 | 1.01 | 392.4 | 5.5 % | 35.2 % | -12.7 % | -40.1 % | 1.8 % | 4.52 | 13.0 % | +5.8 % | 4 | 0.0 % | 0.0 % | 2.7 | 105.7 % | 14.9 % | 3.8 (20) |
| LOCO El Pollo Loco Holdings Inc | 07/30 | +22 % | 37 % | Stage 2 | B 63 | 8 of 9 | 0.4 $ | Restaurants | – | — | — | Consumer Cyclical | 14.30 $ | +48.0 % | +54.1 % | +44.2 % | −1.0 % | +40.0 % | 74 | 75 | 3.2 % | 3.6 % | 0.68 | 15.0 | 14.0 | 0.9 | 1.5 | 10.6 | 1.16 | 9.6 | — | 23.1 % | 7.0 % | 10.3 % | 5.1 % | 0.77 | — | +3.6 % | 4 | 0.0 % | 0.0 % | 4.5 | 93.1 % | 7.3 % | 3.8 (5) |
| GCO Genesco Inc | — | +14 % | 64 % | Stage 2 | B 55 | 5 of 9 | 0.4 $ | Apparel Retail | – | — | — | Consumer Cyclical | 33.30 $ | +36.5 % | +49.3 % | -3.8 % | −20.3 % | +15.6 % | 74 | 75 | 6.5 % | 6.1 % | 1.80 | — | 14.6 | 0.2 | — | 2.8 | 0.68 | 9.1 | — | 46.7 % | 1.7 % | 3.7 % | 1.1 % | — | — | +4.8 % | 6 | 0.0 % | 0.0 % | 6.0 | 91.9 % | 10.9 % | 3.0 (3) |
| SIRI Sirius XM Holdings Inc. | 07/30 | -6 % | 34 % | Stage 2 | C 46 | 5 of 9 | 9.3 $ | Entertainment | Uses AI | — | Communication Services | 27.70 $ | +49.0 % | +44.2 % | +25.4 % | −4.6 % | +19.4 % | 73 | 67 | 2.9 % | 3.3 % | 0.96 | 11.7 | 9.0 | 1.1 | 0.8 | 6.0 | 1.17 | 8.5 | 22.0 % | 47.4 % | 10.2 % | 7.4 % | 4.4 % | 0.84 | 42.4 % | -1.6 % | 4 | 3.7 % | 34.4 % | 1.4 | 44.4 % | 15.8 % | 3.0 (15) | |
| ALTG Alta Equipment Group Inc | 08/06 | -17 % | 65 % | Stage 2 | D 40 | 5 of 9 | 0.2 $ | Rental & Leasing Services | – | — | — | Industrials | 6.10 $ | +55.7 % | +43.8 % | -14.3 % | −14.9 % | +86.6 % | 69 | 76 | 7.3 % | 7.7 % | 1.70 | — | 222.2 | 0.1 | — | 3.7 | — | 9.1 | — | 25.9 % | -4.4 % | -569.7 % | 0.7 % | — | — | -2.2 % | 4 | 0.0 % | 0.0 % | 3.6 | 59.4 % | 3.3 % | 4.0 (4) |
| TROX Tronox Holdings PLC | 07/29 | -12 % | 77 % | Stage 1 | D 41 | 5 of 9 | 0.8 $ | Chemicals | – | — | — | Basic Materials | 4.30 $ | +62.3 % | +51.4 % | -11.0 % | −35.4 % | +58.4 % | 66 | 77 | 6.4 % | 6.3 % | 0.77 | — | 21.8 | 0.2 | 0.5 | — | — | 60.4 | — | 5.6 % | -19.2 % | -30.8 % | -1.2 % | 2.69 | — | -6.1 % | 4 | 4.6 % | 15.6 % | 4.7 | 75.2 % | 16.8 % | 4.0 (8) |
| LILA Liberty Latin America Ltd | 08/06 | +2 % | 44 % | Stage 3 | C 54 | 5 of 9 | 1.6 $ | Telecom Services | – | — | — | Communication Services | 8.50 $ | +18.6 % | +50.6 % | +58.7 % | −22.5 % | +24.1 % | 60 | 25 | 9.1 % | 5.9 % | 0.74 | — | 15.9 | 0.4 | — | 3.0 | 3.61 | 5.8 | — | 78.1 % | -2.2 % | -34.9 % | 1.3 % | — | — | -0.3 % | 6 | 0.0 % | 0.0 % | 2.2 | 77.4 % | 3.1 % | 4.0 (4) |
| LILAK Liberty Latin America Ltd Class C | 08/06 | +2 % | 43 % | Stage 3 | C 51 | 5 of 9 | 1.4 $ | Telecom Services | – | — | — | Communication Services | 8.60 $ | +16.1 % | +46.7 % | +57.1 % | −24.3 % | -18.2 % | 56 | 50 | 8.7 % | 5.7 % | 0.74 | — | 16.0 | 0.3 | — | 2.6 | 0.83 | 5.8 | — | 78.1 % | -2.2 % | -34.9 % | 1.3 % | — | — | -0.3 % | 6 | 0.0 % | 0.0 % | 2.2 | 76.0 % | 4.6 % | 3.7 (3) |
| SENEB Seneca Foods Corp B | — | — | 41 % | — | B 71 | 8 of 9 | 1.2 $ | Packaged Foods | – | — | — | Consumer Defensive | 188.20 $ | +62.7 % | +48.5 % | +71.1 % | −1.8 % | — | — | — | — | — | -0.02 | 10.2 | 48.1 | 0.7 | 1.5 | 5.2 | 0.88 | 7.4 | 7.2 % | 13.4 % | 6.8 % | 16.8 % | 8.3 % | 0.35 | 60.6 % | +5.1 % | 6 | 0.0 % | 0.0 % | 4.7 | 5.2 % | 0.1 % | — |
| ALTO Alto Ingredients Inc | — | — | ⚠ Wildest 10% 95 % | — | B 66 | 5 of 9 | 0.3 $ | Specialty Chemicals | – | — | — | Basic Materials | 4.00 $ | +44.8 % | +50.5 % | +240.7 % | −30.4 % | +130.8 % | — | — | — | — | 0.16 | 6.0 | 14.1 | 0.3 | 1.2 | 6.2 | 0.80 | 4.3 | 3.5 % | 6.8 % | 5.5 % | 22.2 % | 5.8 % | 0.34 | 63.1 % | -4.9 % | 6 | 0.0 % | 0.0 % | 1.2 | 59.9 % | 8.5 % | 4.5 (2) |
| XFLT XAI Octagon Floating Rate & Alternative Income Term Trust | — | — | 21 % | — | D 35 | 4 of 9 | 0.3 $ | Asset Management | – | — | — | Financial Services | 19.30 $ | +299.2 % | +362.8 % | -17.7 % | −1.6 % | -59.0 % | — | — | — | — | — | — | 0.0 | 2.3 | 0.9 | 2.9 | — | 0.0 | 0.0 % | — | 0.0 % | 0.0 % | 0.0 % | 0.00 | 60.3 % | -43.7 % | 2 | 13.8 % | 560.6 % | 0.5 | 28.5 % | 0.1 % | — |
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Quarterly Figures
No quarterly data available.
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 September 18, 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 September 18, 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.