Quality & Balance Sheet
Terry Smith: Quality (Fundsmith Criteria)
Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Market filter active: the list shows 46 hits from US
Terry Smith's published Fundsmith criteria ('Buy good companies, don't overpay, do nothing'), applied to the dataset: high return on capital (ROE ≥ 15%), high operating margin (EBIT margin ≥ 20%), genuine cash conversion (free cash flow ≥ 90% of earnings, measured as P/E ÷ P/FCF ≥ 0.9), low debt (debt ratio ≤ 1), and comfortable interest coverage (≥ 10). Deliberately WITHOUT a valuation threshold — the scanner finds the good companies, you judge the price. 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
(17)
- 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.
- EBIT Margin
- Operating profit before interest and taxes (EBIT) as a percent of revenue - measures the earning power of the core business alone, independent of financing and tax rates.
- 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.
- ROE (Return on Equity)
- Profit divided by equity: how much return does the company generate on its owners' money? Consistently above 15-20% is considered a hallmark of top-tier companies.
- 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.
Hit List
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.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SEZL Sezzle Inc. | 08/06 | — | 70 6/22 | Stage 2 | A 76 | 6 of 9 | 5.4 $ | Credit Services | Uses AI | — | Financial Services | 154.80 $ | +138.8 % | +131.8 % | -0.1 % | −12.3 % | +5.7 % | 91 | 76 | 8.0 % | 7.4 % | 6.72 | 22.2 | 30.3 | 11.2 | 15.9 | 22.5 | 0.11 | 28.5 | 61.0 % | 74.3 % | 30.8 % | 92.0 % | 47.5 % | 0.74 | 43.3 % | +66.1 % | 9 | 0.0 % | 0.0 % | 11.4 | 40.9 % | 23.2 % | 5.0 (2) | |
| FTNT Fortinet Inc | 08/05 | +36 % | 97 12/25 | Stage 2 | B 71 | 8 of 9 | 116.6 $ | Software - Infrastructure | Sells AI | — | Technology | 162.00 $ | +86.4 % | +91.5 % | +62.1 % | −1.3 % | -1.5 % | 90 | 70 | 4.0 % | 4.2 % | 1.09 | 63.6 | 52.6 | 15.5 | 121.1 | 37.4 | 2.24 | 41.2 | 31.3 % | 80.2 % | 28.2 % | 132.4 % | 14.2 % | 0.77 | 10.0 % | +14.2 % | 9 | 0.0 % | 0.0 % | 5.2 | 72.5 % | 2.4 % | 3.5 (45) | |
| LNTH Lantheus Holdings Inc | 08/05 | +5 % | 88 8/22 | Stage 2 | B 67 | 7 of 9 | 6.5 $ | Drug Manufacturers - Specialty & Generic | Sells AI | — | Healthcare | 99.60 $ | +59.3 % | +64.3 % | +40.0 % | 0 % | +13.2 % | 87 | 82 | 3.1 % | 3.6 % | -0.06 | 23.8 | 17.6 | 4.2 | 5.3 | 17.5 | 0.61 | 14.0 | 21.7 % | 60.5 % | 18.1 % | 23.5 % | 8.2 % | 0.64 | 51.7 % | +0.5 % | 7 | 0.0 % | 0.0 % | 8.3 | 115.5 % | 13.1 % | 4.6 (13) | |
| RMBS Rambus Inc | 07/27 | +39 % | 45 5/25 | Stage 2 | B 61 | 4 of 9 | 9.8 $ | Semiconductors | Sells AI | — | Technology | 91.00 $ | +39.5 % | +31.1 % | +23.1 % | −29.0 % | +62.1 % | 85 | 31 | 9.2 % | 8.9 % | 1.84 | 40.2 | 24.2 | 13.6 | 7.1 | 29.3 | 3.80 | 26.6 | 34.3 % | 80.4 % | 31.7 % | 18.0 % | 11.0 % | 0.02 | 90.9 % | +27.1 % | 9 | 0.0 % | 0.0 % | 19.1 | 99.4 % | 5.8 % | 4.8 (8) | |
| SCCO Southern Copper Corporation | 08/04 | +63 % | 22 3/23 | Stage 2 | B 69 | 8 of 9 | 162.1 $ | Copper | – | — | — | Basic Materials | 182.70 $ | +28.0 % | +17.0 % | +106.2 % | −21.2 % | -7.9 % | 83 | 81 | 4.5 % | 4.9 % | 1.12 | 30.3 | 38.8 | 10.3 | 12.7 | 31.8 | 5.41 | 14.4 | 58.3 % | 64.5 % | 35.9 % | 46.3 % | 25.7 % | 0.63 | 53.8 % | +17.4 % | 8 | 2.4 % | 57.9 % | 9.7 | 9.8 % | 23.0 % | 2.4 (17) |
| FCX Freeport-McMoran Copper & Gold Inc | 07/22 | +25 % | 22 3/23 | Stage 2 | A 77 | 8 of 9 | 90.2 $ | Copper | Uses AI | — | Basic Materials | 62.60 $ | +27.4 % | +19.2 % | +57.3 % | −13.1 % | +14.6 % | 78 | 89 | 4.1 % | 4.7 % | 1.36 | 33.2 | 22.5 | 3.4 | 4.6 | 14.4 | 5.61 | 10.4 | 31.1 % | 38.3 % | 11.4 % | 15.6 % | 7.6 % | 0.53 | 33.2 % | +1.1 % | 5 | 1.0 % | 26.3 % | 5.9 | 88.3 % | 2.0 % | 4.3 (22) | |
| MCRI Monarch Casino & Resort Inc | 07/15 | +32 % | 81 10/31 | Stage 2 | B 66 | 9 of 9 | 2.2 $ | Resorts & Casinos | Neutral | — | — | Consumer Cyclical | 122.80 $ | +35.3 % | +36.9 % | +20.6 % | −2.7 % | +3.0 % | 77 | 76 | 3.1 % | 2.7 % | 1.33 | 21.3 | 19.0 | 3.9 | 4.0 | 14.1 | 1.07 | 11.0 | 25.8 % | 68.0 % | 20.4 % | 20.1 % | 12.9 % | 0.02 | 75.8 % | +4.4 % | 6 | 1.0 % | 19.0 % | 10.6 | 65.1 % | 4.9 % | 3.0 (5) |
| ODFL Old Dominion Freight Line Inc | 07/29 | +12 % | 66 8/29 | Stage 2 | C 54 | 6 of 9 | 44.1 $ | Trucking | Uses AI | — | Industrials | 212.10 $ | +39.1 % | +38.2 % | +43.1 % | −12.7 % | +9.1 % | 76 | 30 | 3.3 % | 3.7 % | 1.18 | 44.0 | 37.9 | 8.1 | 10.0 | 43.3 | 3.00 | 30.2 | 23.8 % | 39.6 % | 19.4 % | 23.3 % | 16.0 % | 0.01 | 77.8 % | -5.5 % | 5 | 0.6 % | 22.0 % | 11.3 | 82.7 % | 5.2 % | 3.4 (25) | |
| GL Globe Life Inc | 07/22 | +23 % | 78 7/22 | Stage 2 | B 58 | 8 of 9 | 14.2 $ | Insurance - Life | Uses AI | — | Financial Services | 182.30 $ | +26.1 % | +25.5 % | +30.8 % | −2.6 % | +6.4 % | 74 | 60 | 2.2 % | 2.3 % | 0.47 | 12.8 | 11.6 | 2.3 | 2.4 | 11.5 | 1.30 | 0.0 | 23.8 % | 33.9 % | 19.6 % | 20.5 % | 3.3 % | 0.50 | 19.7 % | +3.8 % | 5 | 0.7 % | 7.9 % | 4.8 | 86.5 % | 0.1 % | 3.9 (10) | |
| 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 % | 8 | 6.6 % | 44.5 % | 0.8 | 83.6 % | 3.0 % | 3.8 (6) | |
| HL Hecla Mining Company | 08/05 | +69 % | 4 1/23 | Stage 1 | B 66 | 6 of 9 | 10.0 $ | Other Precious Metals & Mining | – | — | — | Basic Materials | 14.10 $ | -21.4 % | -22.3 % | +146.3 % | −55.7 % | +66.9 % | 73 | 97 | 6.1 % | 5.9 % | 1.29 | 21.0 | 20.9 | 6.4 | 3.8 | 21.5 | 5.64 | 11.2 | 55.5 % | 59.6 % | 16.8 % | 19.9 % | 13.8 % | 0.10 | 76.1 % | +53.0 % | 8 | 0.1 % | 2.8 % | 9.3 | 76.5 % | 0.0 % | 3.9 (10) |
| CRUS Cirrus Logic Inc | 08/04 | +38 % | 87 9/25 | Stage 2 | B 58 | 8 of 9 | 6.8 $ | Semiconductors | Uses AI | — | — | Technology | 129.40 $ | +33.1 % | +20.4 % | +28.4 % | −14.7 % | +40.5 % | 73 | 65 | 4.4 % | 4.2 % | 1.16 | 15.7 | 13.4 | 3.4 | 2.9 | 10.8 | 9.35 | 10.5 | 20.1 % | 52.8 % | 20.8 % | 20.3 % | 12.0 % | 0.06 | 85.5 % | +5.3 % | 6 | 0.0 % | 0.0 % | 14.3 | 104.6 % | 7.5 % | 4.5 (8) |
| EVR Evercore Partners Inc | 07/29 | +76 % | 12 2/22 | Stage 2 | A 80 | 7 of 9 | 12.4 $ | Capital Markets | Neutral | — | — | Financial Services | 320.60 $ | +8.3 % | -4.0 % | +7.6 % | −10.7 % | +15.1 % | 70 | 86 | 3.9 % | 3.7 % | 1.49 | 17.8 | 17.4 | 2.7 | 6.8 | 8.1 | 1.64 | 6.3 | 24.4 % | 93.9 % | 15.8 % | 42.2 % | 21.3 % | 0.71 | 41.3 % | +29.5 % | 7 | 1.1 % | 18.2 % | 11.1 | 94.1 % | 3.1 % | 4.0 (11) |
| AU AngloGold Ashanti plc | 08/07 | +103 % | 11 2/23 | Stage 1 | A 80 | 8 of 9 | 41.3 $ | Gold | Neutral | — | — | Basic Materials | 79.30 $ | +1.1 % | -6.4 % | +81.0 % | −38.6 % | +43.9 % | 66 | 90 | 5.7 % | 5.6 % | 0.67 | 11.6 | 10.0 | 3.7 | 4.7 | 10.3 | 0.78 | 6.1 | 56.1 % | 54.8 % | 32.2 % | 43.0 % | 24.9 % | 0.27 | 54.4 % | +70.8 % | 7 | 5.7 % | 58.6 % | 10.2 | 80.6 % | 1.3 % | 3.4 (8) |
| INCY Incyte Corporation | 08/04 | +22 % | 88 8/22 | Stage 2 | A 77 | 7 of 9 | 23.7 $ | Biotechnology | Uses AI | — | Healthcare | 119.50 $ | +5.7 % | +14.2 % | +59.6 % | −4.2 % | +2.9 % | 66 | 83 | 4.3 % | 3.7 % | 0.76 | 17.9 | 38.5 | 4.4 | 4.5 | 16.3 | 28.47 | 9.5 | 25.6 % | 55.7 % | 27.7 % | 30.8 % | 16.8 % | 0.01 | 75.6 % | +21.2 % | 8 | 0.0 % | 0.0 % | 11.9 | 106.6 % | 9.1 % | 3.7 (27) | |
| AAPL Apple Inc | 07/30 | +20 % | 77 8/25 | Stage 2 | B 67 | 8 of 9 | 4,536.9 $ | Consumer Electronics | Uses AI | — | Technology | 308.90 $ | +8.5 % | +3.1 % | +49.4 % | −13.3 % | +4.7 % | 65 | 67 | 2.9 % | 2.5 % | 1.10 | 38.6 | 31.9 | 9.7 | 42.6 | 33.2 | 2.46 | 27.1 | 32.3 % | 48.7 % | 27.6 % | 141.5 % | 27.1 % | 0.80 | 28.7 % | +6.4 % | 6 | 0.4 % | 12.3 % | 6.6 | 65.8 % | 1.0 % | 4.0 (48) | |
| NEM Newmont Goldcorp Corp | 07/23 | +51 % | 22 3/23 | Stage 1 | B 73 | 9 of 9 | 100.0 $ | Gold | Neutral | — | — | Basic Materials | 93.70 $ | -1.6 % | -9.4 % | +52.5 % | −29.3 % | +38.0 % | 60 | 83 | 4.4 % | 4.4 % | 0.48 | 12.1 | 10.3 | 3.9 | 2.9 | 7.4 | 2.78 | 5.9 | 61.4 % | 68.0 % | 33.4 % | 25.8 % | 15.8 % | 0.17 | 60.6 % | +19.1 % | 7 | 1.1 % | 11.1 % | 7.7 | 81.3 % | 2.2 % | 4.4 (22) |
| NEU NewMarket Corporation | 07/29 | +36 % | 75 7/23 | Stage 3 | C 45 | 5 of 9 | 7.8 $ | Specialty Chemicals | – | — | — | Basic Materials | 850.20 $ | +15.0 % | +11.9 % | +25.8 % | −8.6 % | -47.1 % | 58 | 29 | 2.8 % | 3.0 % | 0.58 | 19.2 | 22.5 | 2.8 | 4.5 | 16.4 | 5.64 | 11.8 | 23.6 % | 31.5 % | 15.8 % | 25.3 % | 11.1 % | 0.78 | 49.4 % | -2.2 % | 5 | 1.4 % | 25.3 % | 8.1 | 67.0 % | 9.1 % | — |
| SNA Snap-On Inc | 07/16 | +18 % | 36 5/29 | Stage 2 | C 52 | 6 of 9 | 21.3 $ | Tools & Accessories | – | — | — | Industrials | 410.30 $ | +13.5 % | +14.3 % | +31.3 % | −0.5 % | +0.8 % | 56 | 54 | 2.1 % | 2.0 % | 0.72 | 21.0 | 20.7 | 4.0 | 3.6 | 18.8 | 2.28 | 13.9 | 24.6 % | 51.8 % | 19.6 % | 18.2 % | 9.9 % | 0.26 | 70.0 % | +0.9 % | 6 | 2.4 % | 48.2 % | 12.5 | 98.4 % | 6.8 % | 3.2 (11) |
| RNR Renaissancere Holdings Ltd | 07/22 | +22 % | 99 13/22 | Stage 2 | C 46 | 8 of 9 | 13.6 $ | Insurance - Reinsurance | Threatened | — | — | Financial Services | 319.80 $ | +9.7 % | +16.4 % | +32.1 % | −3.5 % | +8.3 % | 56 | 86 | 2.5 % | 2.5 % | 0.17 | 5.6 | 9.1 | 1.2 | 1.3 | 3.8 | 3.62 | 0.0 | 26.8 % | 45.4 % | 23.6 % | 23.4 % | 5.2 % | 0.21 | 21.4 % | +9.5 % | 7 | 0.5 % | 2.9 % | 9.2 | 98.0 % | 5.1 % | 3.4 (12) |
| CB Chubb Ltd | 07/28 | +26 % | 88 8/22 | Stage 2 | B 58 | 6 of 9 | 136.0 $ | Insurance - Property & Casualty | – | — | — | Financial Services | 350.70 $ | +7.1 % | +10.2 % | +33.5 % | −4.3 % | +4.2 % | 49 | 83 | 2.1 % | 2.1 % | 0.41 | 12.8 | 12.7 | 2.2 | 1.8 | 8.6 | 2.77 | 0.0 | 20.6 % | 31.1 % | 18.1 % | 15.4 % | 3.4 % | 0.34 | 26.8 % | +6.5 % | 5 | 1.2 % | 13.5 % | 3.5 | 84.9 % | 1.1 % | 3.6 (25) |
| PRI Primerica Inc | 08/05 | +19 % | 38 4/22 | Stage 2 | B 63 | 8 of 9 | 9.8 $ | Insurance - Life | Uses AI | — | — | Financial Services | 320.00 $ | +10.8 % | +10.5 % | +22.5 % | −2.3 % | -0.7 % | 49 | 64 | 2.0 % | 2.3 % | 0.88 | 13.6 | 14.0 | 3.0 | 4.0 | 11.6 | 1.07 | 0.0 | 30.3 % | 71.6 % | 22.6 % | 32.3 % | 4.6 % | 0.70 | 17.2 % | +4.4 % | 6 | 1.4 % | 24.3 % | 6.3 | 96.9 % | 5.0 % | 3.4 (9) |
| SEIC SEI Investments Company | 07/22 | +22 % | 68 6/22 | Stage 2 | B 65 | 5 of 9 | 12.4 $ | Asset Management | – | — | — | Financial Services | 103.00 $ | +10.6 % | +2.5 % | +18.3 % | −6.4 % | +12.5 % | 49 | 65 | 2.4 % | 2.1 % | 0.98 | 17.4 | 18.3 | 5.1 | 5.0 | 18.5 | 1.98 | 11.9 | 30.5 % | 78.4 % | 28.8 % | 29.6 % | 14.8 % | 0.03 | 74.8 % | +8.1 % | 4 | 1.0 % | 18.0 % | 12.8 | 77.5 % | 2.1 % | 3.8 (8) |
| PIPR Piper Sandler Companies | 08/07 | +54 % | 38 4/22 | Stage 4 | B 67 | 6 of 9 | 5.2 $ | Capital Markets | – | — | — | Financial Services | 75.80 $ | -3.7 % | -15.1 % | -1.4 % | −79.6 % | +14.9 % | 42 | 52 | 3.3 % | 3.1 % | 1.43 | 18.7 | 10.1 | 2.6 | 3.7 | 9.2 | 1.26 | 0.0 | 21.8 % | 91.8 % | 14.5 % | 22.2 % | 16.5 % | 0.08 | 63.0 % | +28.6 % | 7 | 1.1 % | 42.4 % | 10.3 | 87.4 % | 5.6 % | 3.0 (4) |
| MGY Magnolia Oil & Gas Corp | 07/29 | +16 % | 54 2/10 | Stage 2 | D 44 | 5 of 9 | 4.9 $ | Oil & Gas E&P | – | — | — | Energy | 25.70 $ | +24.0 % | +19.4 % | +10.7 % | −17.0 % | +28.4 % | 42 | 31 | 3.5 % | 3.1 % | 0.70 | 14.6 | 9.0 | 3.7 | 2.3 | 13.4 | — | 7.3 | 35.6 % | 80.5 % | 24.4 % | 16.5 % | 9.3 % | 0.20 | 69.1 % | -0.3 % | 5 | 2.6 % | 49.3 % | 7.8 | 113.6 % | 15.6 % | 3.5 (17) |
| CASH Pathward Financial, Inc. | 07/27 | +30 % | 6 1/22 | Stage 2 | B 59 | 7 of 9 | 2.0 $ | Banks - Regional | Neutral | — | Financial Services | 88.20 $ | +24.9 % | +19.5 % | +17.0 % | −11.3 % | +14.5 % | 42 | 56 | 3.2 % | 2.6 % | 0.61 | 11.2 | 11.2 | 2.6 | 2.3 | 4.0 | 0.20 | 0.0 | 38.2 % | 100.0 % | 23.4 % | 22.8 % | 2.4 % | 0.05 | 12.0 % | +2.4 % | 7 | 0.2 % | 2.5 % | -0.3 | 102.2 % | 12.7 % | 3.3 (3) | |
| IPAR Inter Parfums Inc | 08/04 | -7 % | 47 3/16 | Stage 2 | B 59 | 6 of 9 | 3.9 $ | Household & Personal Products | – | — | — | Consumer Defensive | 124.60 $ | +19.2 % | +31.1 % | +6.8 % | −25.4 % | +1.0 % | 39 | 53 | 4.0 % | 3.6 % | 1.15 | 23.6 | 25.7 | 2.6 | 4.5 | 19.7 | 3.20 | 12.9 | 21.5 % | 59.2 % | 11.3 % | 19.8 % | 11.3 % | 0.21 | 57.2 % | +2.5 % | 6 | 2.6 % | 74.8 % | 11.4 | 68.4 % | 9.9 % | 4.5 (4) |
| 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 % | 6 | 0.0 % | 0.0 % | 4.0 | 94.9 % | 3.0 % | 3.8 (20) |
| DXCM DexCom Inc | 07/29 | -15 % | 38 4/22 | Stage 2 | A 75 | 9 of 9 | 32.2 $ | Medical Devices | Uses AI | — | Healthcare | 83.50 $ | +3.8 % | +3.8 % | +3.3 % | −23.7 % | +11.1 % | 35 | 85 | 3.2 % | 4.1 % | 1.45 | 36.6 | 32.6 | 6.5 | 10.9 | 22.9 | 1.56 | 19.8 | 21.4 % | 62.5 % | 20.1 % | 35.6 % | 10.3 % | 0.47 | 44.6 % | +15.6 % | 7 | 0.0 % | 0.0 % | 8.7 | 102.5 % | 5.6 % | 4.7 (27) | |
| TPL Texas Pacific Land Corporation | 08/05 | +58 % | 25 1/10 | Stage 1 | B 69 | 4 of 9 | 27.1 $ | Oil & Gas E&P | – | — | — | Energy | 402.60 $ | +29.1 % | +42.3 % | +25.5 % | −64.0 % | +10.2 % | 33 | 64 | 4.4 % | 4.4 % | 0.59 | 55.4 | 37.7 | 32.3 | 17.8 | 55.0 | 7.33 | 39.0 | 77.2 % | 93.2 % | 60.0 % | 36.5 % | 25.2 % | 0.01 | 88.8 % | +13.1 % | 7 | 0.6 % | 24.8 % | 18.4 | 74.9 % | 9.1 % | 3.0 (2) |
| BAM Brookfield Asset Management Ltd. | 08/05 | +22 % | 4 1/22 | Stage 4 | B 61 | 3 of 9 | 77.8 $ | Asset Management | – | — | — | Financial Services | 48.40 $ | -8.5 % | -16.0 % | -18.6 % | −30.3 % | +16.3 % | 30 | 55 | 3.0 % | 2.9 % | 1.26 | 31.0 | 25.9 | 16.3 | 10.2 | 33.6 | 1.21 | 23.1 | 64.5 % | 71.1 % | 49.7 % | 22.4 % | 12.0 % | 0.74 | 42.5 % | +15.8 % | 5 | 4.2 % | 143.5 % | 7.0 | 89.6 % | 4.9 % | 3.6 (17) |
| IDCC InterDigital Inc | 07/30 | +73 % | 92 10/25 | Stage 4 | D 44 | 4 of 9 | 8.4 $ | Software - Application | – | — | — | Technology | 304.80 $ | -11.9 % | -15.2 % | +19.1 % | −33.8 % | +51.8 % | 28 | 18 | 4.1 % | 4.1 % | 1.41 | 29.1 | 34.7 | 10.7 | 7.2 | 16.0 | 1.32 | 15.4 | 40.1 % | 82.5 % | 38.3 % | 35.9 % | 10.4 % | 0.37 | 53.3 % | -4.0 % | 6 | 0.9 % | 25.1 % | 11.4 | 106.6 % | 12.9 % | 4.0 (5) |
| RRC Range Resources Corp | 07/28 | +12 % | 78 3/10 | Stage 1 | B 72 | 8 of 9 | 9.5 $ | Oil & Gas E&P | Neutral | — | Energy | 40.10 $ | +4.7 % | +3.6 % | +10.4 % | −24.8 % | +13.2 % | 26 | 92 | 2.6 % | 2.7 % | 0.41 | 10.6 | 11.0 | 2.8 | 2.1 | 7.0 | 1.45 | 6.7 | 44.3 % | 52.1 % | 26.3 % | 21.1 % | 10.5 % | 0.21 | 62.2 % | +27.6 % | 6 | 1.0 % | 10.4 % | 5.6 | 99.3 % | 11.5 % | 3.5 (26) | |
| APAM Artisan Partners Asset Management Inc. | 08/04 | +8 % | 6 1/22 | Stage 4 | C 52 | 6 of 9 | 2.8 $ | Asset Management | – | — | — | Financial Services | 39.20 $ | -7.9 % | -11.2 % | -4.8 % | −28.2 % | -2.4 % | 26 | 28 | 2.6 % | 2.6 % | 1.67 | 10.0 | 10.3 | 2.3 | 7.3 | 10.9 | 1.38 | 5.6 | 31.1 % | 45.6 % | 24.1 % | 72.5 % | 17.7 % | 0.80 | 27.0 % | +7.6 % | 6 | 8.8 % | 98.5 % | 6.2 | 97.5 % | 7.8 % | 3.0 (4) |
| PLMR Palomar Holdings Inc | 08/03 | +31 % | 88 8/22 | Stage 4 | B 66 | 6 of 9 | 3.6 $ | Insurance - Property & Casualty | – | — | — | Financial Services | 133.80 $ | -13.9 % | -7.1 % | +1.0 % | −27.0 % | +22.6 % | 24 | 42 | 3.9 % | 3.9 % | 0.41 | 20.0 | 0.0 | 3.6 | 4.0 | 9.8 | — | 0.0 | 20.3 % | 28.7 % | 20.1 % | 22.5 % | 5.3 % | 0.31 | 26.6 % | +58.2 % | 8 | 0.0 % | 0.0 % | 6.5 | 100.6 % | 5.1 % | 4.1 (8) |
| IDXX IDEXX Laboratories Inc | 08/03 | +4 % | 24 3/22 | Stage 4 | B 67 | 7 of 9 | 44.5 $ | Diagnostics & Research | – | — | — | Healthcare | 559.10 $ | -20.0 % | -22.1 % | +4.6 % | −27.9 % | +26.5 % | 23 | 63 | 3.3 % | 3.0 % | 1.55 | 40.9 | 37.9 | 10.0 | 28.2 | 41.2 | 3.58 | 28.9 | 31.8 % | 62.1 % | 24.6 % | 72.9 % | 26.5 % | 0.97 | 46.0 % | +10.4 % | 6 | 0.0 % | 0.0 % | 13.7 | 96.2 % | 3.0 % | 3.6 (13) |
| CME CME Group Inc | 07/22 | +17 % | 98 11/22 | Stage 1 | C 52 | 6 of 9 | 96.8 $ | Financial Data & Stock Exchanges | – | — | — | Financial Services | 267.80 $ | -8.7 % | -18.6 % | 0.0 % | −31.6 % | +6.0 % | 21 | 66 | 3.7 % | 3.2 % | 0.28 | 22.5 | 21.9 | 14.3 | 3.6 | 23.0 | 4.70 | 16.0 | 69.8 % | 100.0 % | 63.4 % | 15.9 % | 1.5 % | 0.21 | 13.2 % | +6.4 % | 6 | 1.9 % | 95.3 % | 3.8 | 92.6 % | 1.8 % | 3.3 (16) |
| GGG Graco Inc | 07/22 | -3 % | 23 4/29 | Stage 4 | C 52 | 5 of 9 | 13.5 $ | Specialty Industrial Machinery | – | — | — | Industrials | 79.40 $ | -8.9 % | -8.8 % | -4.1 % | −20.6 % | +15.0 % | 21 | 30 | 2.1 % | 1.9 % | 0.92 | 26.2 | 24.4 | 5.9 | 4.8 | 21.4 | 2.56 | 16.2 | 25.5 % | 52.6 % | 23.5 % | 19.8 % | 12.7 % | 0.02 | 82.2 % | +5.8 % | 5 | 1.5 % | 37.8 % | 13.1 | 92.7 % | 5.2 % | 3.5 (12) |
| LRN Stride Inc | 08/04 | +40 % | 79 5/16 | Stage 3 | B 55 | 6 of 9 | 3.4 $ | Education & Training Services | – | — | — | Consumer Defensive | 80.30 $ | +27.8 % | +30.9 % | -37.4 % | −49.7 % | +35.7 % | 19 | 29 | 5.1 % | 3.9 % | 0.10 | 12.6 | 9.0 | 1.3 | 2.1 | 9.0 | 0.45 | 5.9 | 20.8 % | 38.4 % | 12.2 % | 20.1 % | 12.4 % | 0.33 | 67.1 % | +17.9 % | 4 | 0.0 % | 0.0 % | 12.0 | 115.5 % | 22.5 % | 4.2 (6) |
| FDS FactSet Research Systems Inc | 07/01 | -14 % | 93 9/22 | Stage 4 | B 59 | 6 of 9 | 9.4 $ | Financial Data & Stock Exchanges | Sells AI | — | Financial Services | 263.20 $ | -12.4 % | -11.9 % | -33.6 % | −39.7 % | -3.1 % | 17 | 29 | 5.2 % | 5.2 % | 0.72 | 17.4 | 13.8 | 3.9 | 4.4 | 13.7 | 1.21 | 11.1 | 30.5 % | 51.4 % | 23.2 % | 27.0 % | 11.1 % | 0.64 | 50.8 % | +5.4 % | 5 | 1.8 % | 25.4 % | 4.5 | 109.4 % | 16.3 % | 2.7 (21) | |
| RMD ResMed Inc | 07/30 | -3 % | 53 5/22 | Stage 4 | B 59 | 6 of 9 | 30.2 $ | Medical Instruments & Supplies | – | — | — | Healthcare | 211.00 $ | -20.2 % | -18.4 % | -21.7 % | −32.4 % | +17.8 % | 14 | 59 | 2.7 % | 2.8 % | 0.78 | 20.5 | 18.1 | 5.4 | 4.8 | 17.3 | 1.26 | 13.7 | 35.3 % | 62.2 % | 27.4 % | 25.3 % | 14.7 % | 0.24 | 73.9 % | +9.8 % | 6 | 1.1 % | 29.2 % | 12.3 | 70.0 % | 10.8 % | 4.0 (19) |
| KNSL Kinsale Capital Group Inc | 07/23 | -5 % | 68 6/22 | Stage 4 | B 60 | 7 of 9 | 8.2 $ | Insurance - Property & Casualty | – | — | — | Financial Services | 356.40 $ | -22.0 % | -16.2 % | -18.9 % | −39.9 % | -1.9 % | 14 | 70 | 3.8 % | 3.5 % | 0.90 | 15.7 | 17.3 | 4.1 | 4.2 | 8.2 | 1.15 | 0.0 | 30.6 % | 31.1 % | 28.5 % | 29.7 % | 7.6 % | 0.11 | 31.7 % | +18.0 % | 8 | 0.3 % | 3.9 % | 4.8 | 97.4 % | 12.5 % | 3.5 (11) |
| PAYC Paycom Software, Inc. | 08/05 | -20 % | 95 11/25 | Stage 4 | B 67 | 7 of 9 | 7.6 $ | Software - Application | – | — | — | Technology | 164.00 $ | -21.6 % | -20.3 % | -28.5 % | −50.0 % | -7.6 % | 13 | 67 | 4.4 % | 4.5 % | 0.80 | 19.7 | 15.1 | 3.6 | 9.8 | 17.2 | 1.18 | 9.8 | 36.8 % | 87.6 % | 22.4 % | 37.2 % | 7.9 % | 0.94 | 16.8 % | +9.0 % | 6 | 0.9 % | 21.5 % | 6.3 | 101.4 % | 8.9 % | 3.6 (20) |
| CPRT Copart Inc | 09/03 | -11 % | 85 10/29 | Stage 4 | B 56 | 6 of 9 | 26.8 $ | Specialty Business Services | Uses AI | — | Industrials | 29.10 $ | -24.4 % | -28.1 % | -35.8 % | −40.0 % | +38.5 % | 12 | 53 | 3.5 % | 3.4 % | 1.02 | 18.4 | 17.3 | 5.8 | 3.1 | 20.0 | 3.50 | 11.9 | 37.5 % | 47.5 % | 33.5 % | 17.6 % | 11.3 % | 0.01 | 90.9 % | +9.7 % | 6 | 0.0 % | 0.0 % | 20.8 | 87.3 % | 5.1 % | 3.6 (11) | |
| JKHY Jack Henry & Associates Inc | 08/18 | -7 % | 87 9/25 | Stage 4 | B 65 | 9 of 9 | 10.8 $ | Information Technology Services | – | — | — | Technology | 154.00 $ | -30.8 % | -25.6 % | -7.9 % | −33.5 % | +20.6 % | 12 | 60 | 3.7 % | 3.3 % | 0.57 | 22.5 | 21.3 | 4.3 | 5.4 | 14.8 | 2.08 | 12.4 | 24.4 % | 44.1 % | 20.6 % | 24.9 % | 13.7 % | 0.07 | 70.0 % | +7.2 % | 6 | 1.5 % | 46.9 % | 11.6 | 106.8 % | 7.9 % | 3.3 (19) |
| ASIC Ategrity Specialty Insurance Company Holdings | — | — | — | — | A 75 | 6 of 9 | 1.2 $ | Insurance - Property & Casualty | Uses AI | — | Financial Services | 24.00 $ | +17.3 % | +41.9 % | +20.2 % | −3.7 % | +18.8 % | — | — | — | — | — | 12.7 | 9.9 | 2.5 | 1.9 | 7.4 | — | 0.0 | 26.6 % | 28.4 % | 20.7 % | 17.9 % | 6.0 % | 0.00 | 41.7 % | +23.4 % | 7 | 0.0 % | 0.0 % | 1.3 | 12.6 % | 2.6 % | — |
Price Chart
Quarterly Figures
No quarterly data available.
Frequently Asked Questions
Terry Smith's published Fundsmith criteria ('Buy good companies, don't overpay, do nothing'), applied to the dataset: high return on capital (ROE ≥ 15%), high operating margin (EBIT margin ≥ 20%), genuine cash conversion (free cash flow ≥ 90% of earnings, measured as P/E ÷ P/FCF ≥ 0.9), low debt (debt ratio ≤ 1), and comfortable interest coverage (≥ 10).
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, 46 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).
Related scanners
- Altman Z: Balance Sheet Fortress
- Buffett Criteria (Buffettology)
- Buffett: Owner Earnings Yield
- CEO Buys
- FCF/Market Cap
- Fundamental Rank (A / A+)
- Insider Buying (Net)
- Institutional + Insiders Building Positions
- Institutional Accumulation
- Institutions + CEO Buying
- Levermann
- Mark Minervini Code 33
- Mike Webster: Recession Proof
- Piotroski F-Score (7–9)
- Pros 80%
- QARP — Quality at a Fair Price
- U/D Accumulation
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.