don'tlosemoney.

A Rule #1 screener. Don't lose money first; make money second.

Last updated: 8/21/2026, 10:09:36 PM · Green rows = quality pass + >20% discount

Ticker Name Sector Model Sticker Price MOS Price Current Price Discount ROIC Rev Growth Score Quality
DECK Deckers Outdoor Corp Textiles, Apparel & Luxury Goods ✓ Rule #1 $281.84 $140.92 $91.68 67.5% 41.0% 16.5% 86.9 ✓ Pass
CF CF Industries Holdings Inc Chemicals ⚠ Caution $539.42 $269.71 $129.60 76.0% 18.1% 11.4% 82.4 ✓ Pass
UHS Universal Health Services Inc Health Care ⚠ Caution $787.77 $393.88 $177.26 77.5% 12.4% 8.5% 80.2 ✓ Pass
DAL Delta Air Lines Inc Airlines ⚠ Caution $240.77 $120.39 $82.41 65.8% 14.4% 30.0% 75.9 ✓ Pass
FSLR First Solar Inc Semiconductors ⚠ Caution $648.82 $324.41 $214.28 67.0% 15.2% 14.0% 72.8 ✓ Pass
GOOG Alphabet Inc Media ✓ Rule #1 $796.47 $398.24 $341.75 57.1% 28.3% 17.1% 70.4 ✓ Pass
GOOGL Alphabet Inc Media ✓ Rule #1 $796.47 $398.24 $344.82 56.7% 28.3% 17.1% 70.0 ✓ Pass
LNC Lincoln National Corp Insurance ✗ Wrong model $126.19 $63.09 $42.15 66.6% 22.0% 1.3% 68.6 Low book growth
NVDA NVIDIA Corp Semiconductors ⚠ Caution $261.20 $130.60 $214.72 17.8% 72.4% 66.9% 68.1 ✓ Pass
LDOS Leidos Holdings Inc Professional Services ✓ Rule #1 $375.72 $187.86 $141.39 62.4% 15.1% 6.9% 66.0 ✓ Pass
PHM Pultegroup Inc Consumer products ✓ Rule #1 $318.77 $159.39 $129.00 59.5% 14.6% 9.4% 63.7 ✓ Pass
SMCI Super Micro Computer Inc Technology ✓ Rule #1 $73.41 $36.70 $37.24 49.3% 9.5% 45.8% 63.0 Low ROIC
FOX Fox Corp Media ✓ Rule #1 $151.42 $75.71 $61.05 59.7% 12.2% 5.8% 61.5 ✓ Pass
FOXA Fox Corp Media ✓ Rule #1 $151.42 $75.71 $68.54 54.7% 12.2% 5.8% 56.6 ✓ Pass
META Meta Platforms Inc Media ✓ Rule #1 $977.87 $488.93 $549.90 43.8% 21.8% 18.5% 54.2 ✓ Pass
AMP Ameriprise Financial Inc Financial Services ✗ Wrong model $1659.10 $829.55 $555.59 66.5% 7.7% 9.6% 54.1 Low ROIC · Negative FCF · Debt too high
NXPI NXP Semiconductors NV Semiconductors ⚠ Caution $468.67 $234.33 $225.56 51.9% 9.1% 7.3% 54.1 Low ROIC
AMZN Amazon.com Inc Retail ✓ Rule #1 $497.30 $248.65 $258.63 48.0% 15.5% 13.2% 53.7 ✓ Pass
BSX Boston Scientific Corp Health Care ⚠ Caution $98.64 $49.32 $50.37 48.9% 8.1% 15.2% 53.5 Low ROIC
TJX TJX Companies Inc Retail ✓ Rule #1 $205.92 $102.96 $140.53 31.8% 42.1% 13.4% 50.8 ✓ Pass
RL Ralph Lauren Corp Textiles, Apparel & Luxury Goods ✓ Rule #1 $634.45 $317.23 $372.59 41.3% 21.8% 13.0% 50.1 ✓ Pass
MU Micron Technology Inc Semiconductors ⚠ Caution $1766.88 $883.44 $966.78 45.3% 12.4% 11.8% 49.0 ✓ Pass
NFLX Netflix Inc Media ✓ Rule #1 $126.97 $63.48 $79.59 37.3% 26.7% 12.6% 48.5 ✓ Pass
BKNG Booking Holdings Inc Hotels, Restaurants & Leisure ✓ Rule #1 $361.66 $180.83 $209.62 42.0% 20.0% 31.7% 48.0 Debt too high
NVR NVR Inc Consumer products ✓ Rule #1 $10134.09 $5067.05 $6358.51 37.3% 27.9% 6.7% 47.2 ✓ Pass
MA Mastercard Inc Financial Services ✗ Wrong model $727.28 $363.64 $580.63 20.2% 56.0% 16.5% 47.1 ✓ Pass
PAYC Paycom Software Inc Professional Services ✓ Rule #1 $345.78 $172.89 $229.07 33.8% 26.2% 19.5% 46.7 ✓ Pass
BR Broadridge Financial Solutions Inc Professional Services ✓ Rule #1 $300.44 $150.22 $182.18 39.4% 18.4% 8.4% 45.1 ✓ Pass
CBOE Cboe Global Markets Inc Financial Services ✗ Wrong model $504.25 $252.12 $300.74 40.4% 16.7% 6.6% 44.7 ✓ Pass
CPRT Copart Inc Commercial Services & Supplies ✓ Rule #1 $53.67 $26.84 $33.80 37.0% 16.9% 16.1% 44.3 ✓ Pass
DRI Darden Restaurants Inc Hotels, Restaurants & Leisure ✓ Rule #1 $348.96 $174.48 $221.60 36.5% 19.2% 12.9% 44.0 ✓ Pass
ZBH Zimmer Biomet Holdings, Inc Health Care ⚠ Caution $164.35 $82.17 $100.98 38.6% 3.5% 3.2% 39.5 Low ROIC · Low growth
JCI Johnson Controls International PLC Building ⚠ Caution $230.15 $115.08 $143.05 37.8% 14.4% 1.1% 39.4 Low growth
AON Aon PLC Insurance ✗ Wrong model $545.53 $272.77 $355.11 34.9% 15.0% 9.2% 39.2 ✓ Pass
PODD Insulet Corp Health Care ⚠ Caution $213.81 $106.91 $148.16 30.7% 10.0% 24.5% 38.1 Low ROIC
URI United Rentals Inc Trading Companies & Distributors ✓ Rule #1 $1663.90 $831.95 $1098.51 34.0% 10.8% 13.6% 38.0 Low ROIC
ZTS Zoetis Inc Pharmaceuticals ⚠ Caution $111.43 $55.71 $77.73 30.2% 21.6% 7.2% 37.2 ✓ Pass
WTW Willis Towers Watson PLC Insurance ✗ Wrong model $526.76 $263.38 $341.99 35.1% 11.2% 2.4% 35.8 Low ROIC · Low growth
HUBB Hubbell Inc Electrical Equipment ✓ Rule #1 $677.48 $338.74 $470.03 30.6% 14.4% 9.7% 34.7 ✓ Pass
ACGL Arch Capital Group Ltd Insurance ✗ Wrong model $131.62 $65.81 $99.39 24.5% 19.5% 18.4% 34.0 ✓ Pass
MSFT Microsoft Corp Technology ✓ Rule #1 $623.82 $311.91 $483.24 22.5% 24.3% 14.6% 33.1 ✓ Pass
SYF Synchrony Financial Financial Services ✗ Wrong model $101.18 $50.59 $79.47 21.5% 20.9% 0.9% 32.1 ✓ Pass
CTSH Cognizant Technology Solutions Corp Technology ✓ Rule #1 $87.74 $43.87 $61.87 29.5% 14.3% 4.9% 32.1 Low growth
ALL Allstate Corp Insurance ✗ Wrong model $294.33 $147.16 $253.83 13.8% 43.1% 10.1% 31.4 ✓ Pass
ARE Alexandria Real Estate Equities, Inc Real Estate ✗ Wrong model $74.87 $37.43 $53.49 28.6% -5.1% 5.2% 30.1 ✓ Pass
AAPL Apple Inc Technology ✓ Rule #1 $312.47 $156.23 $309.35 1.0% 64.5% 8.7% 29.9 ✓ Pass
CINF Cincinnati Financial Corp Insurance ✗ Wrong model $213.89 $106.94 $168.29 21.3% 20.9% 10.9% 29.4 ✓ Pass
INTU Intuit Inc Technology ✓ Rule #1 $465.58 $232.79 $367.00 21.2% 15.1% 19.6% 28.6 ✓ Pass
IHG InterContinental Hotels Group PLC Hotels, Restaurants & Leisure ✓ Rule #1 $194.05 $97.02 $159.91 17.6% 34.7% 16.7% 28.6 Debt too high
MCK McKesson Corp Health Care ⚠ Caution $1142.83 $571.42 $858.90 24.8% 7.2% 11.1% 28.2 Low ROIC
NEM Newmont Corporation Metals & Mining ⚠ Caution $165.76 $82.88 $131.58 20.6% 18.0% 14.5% 28.0 ✓ Pass
PNR Pentair PLC Machinery ✓ Rule #1 $86.95 $43.48 $64.40 25.9% 11.9% 6.7% 27.9 Low ROIC
GWW WW Grainger Inc Trading Companies & Distributors ✓ Rule #1 $1575.12 $787.56 $1312.24 16.7% 27.4% 8.8% 27.0 ✓ Pass
BALL Ball Corp Packaging ✓ Rule #1 $82.84 $41.42 $63.59 23.2% 7.3% 2.2% 23.9 Low ROIC · Low growth
FFIV F5 Inc Communications ✓ Rule #1 $469.49 $234.74 $384.63 18.1% 19.3% 5.6% 23.4 ✓ Pass
EG Everest Group Ltd Insurance ✗ Wrong model $472.19 $236.09 $370.06 21.6% 12.4% 12.8% 23.2 Low book growth
LIN Linde PLC Chemicals ⚠ Caution $619.65 $309.82 $487.57 21.3% 10.5% 4.5% 22.7 Low ROIC · Low growth
FICO Fair Isaac Corp Technology ✓ Rule #1 $1384.41 $692.21 $1172.67 15.3% 20.2% 9.0% 22.1 ✓ Pass
HIG Hartford Insurance Group Inc Insurance ✗ Wrong model $157.56 $78.78 $136.10 13.6% 23.0% 6.7% 21.8 ✓ Pass
YUM Yum! Brands Inc Hotels, Restaurants & Leisure ✓ Rule #1 $188.41 $94.21 $152.99 18.8% 26.5% 7.8% 21.8 Debt too high
IQV IQVIA Holdings Inc Life Sciences Tools & Services ⚠ Caution $322.61 $161.31 $259.82 19.5% 6.1% 7.5% 21.7 Low ROIC
TRGP Targa Resources Corp Energy ⚠ Caution $413.23 $206.61 $299.10 27.6% 9.4% 15.6% 18.9 Low ROIC · Debt too high
UBER Uber Technologies Inc Road & Rail ✓ Rule #1 $78.80 26.6% 36.1% 18.1 ✓ Pass
RCL Royal Caribbean Cruises Ltd Hotels, Restaurants & Leisure ✓ Rule #1 $292.00 13.6% 52.0% 16.4 ✓ Pass
ZION Zions Bancorporation NA Banking ✗ Wrong model $78.48 $39.24 $68.14 13.2% 16.1% 4.3% 16.3 Low book growth
CME CME Group Inc Financial Services ✗ Wrong model $303.94 $151.97 $274.98 9.5% 12.7% 18.7% 15.5 ✓ Pass
RSG Republic Services Inc Commercial Services & Supplies ✓ Rule #1 $251.00 $125.50 $220.67 12.1% 8.4% 10.3% 15.2 Low ROIC
CAT Caterpillar Inc Machinery ✓ Rule #1 $929.91 $464.95 $827.90 11.0% 13.7% 10.1% 14.9 ✓ Pass
V Visa Inc Financial Services ✗ Wrong model $372.56 $186.28 $371.04 0.4% 31.8% 12.9% 14.2 ✓ Pass
FANG Diamondback Energy Inc Energy ⚠ Caution $210.72 3.2% 39.8% 11.9 Low ROIC
CCL Carnival Corp Hotels, Restaurants & Leisure ✓ Rule #1 $25.73 7.1% 36.6% 11.0 Low ROIC
KKR KKR & Co Inc Financial Services ✗ Wrong model $108.48 2.8% 35.2% 10.6 Low ROIC
MCD McDonald's Corp Hotels, Restaurants & Leisure ✓ Rule #1 $298.21 $149.10 $270.95 9.1% 14.5% 7.0% 10.5 Debt too high
LLY Eli Lilly and Co Pharmaceuticals ⚠ Caution $1191.85 $595.92 $1255.40 -5.3% 29.9% 21.6% 10.1 ✓ Pass
FCX Freeport-McMoRan Inc Metals & Mining ⚠ Caution $81.62 $40.81 $76.66 6.1% 7.8% 12.8% 9.9 Low ROIC
AXON Axon Enterprise Inc Aerospace & Defense ✓ Rule #1 $627.75 2.5% 32.5% 9.7 Low ROIC
APH Amphenol Corp Electrical Equipment ✓ Rule #1 $159.78 $79.89 $157.01 1.7% 14.8% 21.9% 9.7 ✓ Pass
MNST Monster Beverage Corp Beverages ✓ Rule #1 $47.79 23.1% 12.5% 9.3 ✓ Pass
DVN Devon Energy Corp Energy ⚠ Caution $49.10 11.0% 28.9% 8.7 Low ROIC
H Hyatt Hotels Corp Hotels, Restaurants & Leisure ✓ Rule #1 $180.67 -0.7% 28.0% 8.4 Low ROIC
MGM MGM Resorts International Hotels, Restaurants & Leisure ✓ Rule #1 $43.74 2.3% 27.7% 8.3 Low ROIC
LUV Southwest Airlines Co Airlines ⚠ Caution $40.38 3.4% 25.4% 7.6 Low ROIC
ECL Ecolab Inc Chemicals ⚠ Caution $297.98 $148.99 $281.63 5.5% 11.5% 6.4% 7.4 Low ROIC
CNC Centene Corp Health Care ⚠ Caution $65.02 -17.9% 24.5% 7.3 Low ROIC
FTNT Fortinet Inc Technology ✓ Rule #1 $113.53 $56.77 $153.51 -35.2% 83.0% 21.3% 6.6 ✓ Pass
MOH Molina Healthcare Inc Health Care ⚠ Caution $200.29 5.9% 18.5% 5.6 Low ROIC
APA APA Corp (US) Energy ⚠ Caution $43.39 13.6% 15.0% 5.3 ✓ Pass
EOG EOG Resources Inc Energy ⚠ Caution $153.05 13.2% 15.4% 5.2 ✓ Pass
IFF International Flavors & Fragrances Inc Chemicals ⚠ Caution $84.28 -1.8% 16.5% 4.9 Low ROIC
TROW T Rowe Price Group Inc Financial Services ✗ Wrong model $111.51 19.2% 3.3% 4.6 Low growth
TTWO Take-Two Interactive Software Inc Media ✓ Rule #1 $239.62 -5.0% 14.6% 4.4 Low ROIC
EBAY eBay Inc Retail ✓ Rule #1 $104.13 17.9% 4.5% 4.3 Low growth
CVX Chevron Corp Energy ⚠ Caution $205.27 5.4% 14.3% 4.3 Low ROIC
MKTX Marketaxess Holdings Inc Financial Services ✗ Wrong model $162.11 18.1% 4.2% 4.3 Low growth
IR Ingersoll Rand Inc Machinery ✓ Rule #1 $80.51 3.9% 14.0% 4.2 Low ROIC
GILD Gilead Sciences, Inc Biotechnology ⚠ Caution $146.12 17.9% 3.6% 4.0 Low growth
CMA Comerica Inc Banking ✗ Wrong model $105.32 $52.66 $0.00 17.5% 4.1% 4.0 Low book growth
XOM Exxonmobil Holdings Corp Energy ⚠ Caution $165.11 9.5% 12.7% 3.8 Low ROIC
LW Lamb Weston Holdings Inc Food Products ✓ Rule #1 $53.68 5.1% 12.5% 3.7 Low ROIC
UNH UnitedHealth Group Inc Health Care ⚠ Caution $390.11 7.0% 11.7% 3.5 Low ROIC
CTLT Catalent Inc Pharmaceuticals ⚠ Caution $0.00 -12.3% 11.7% 3.5 Low ROIC · Negative FCF
TXN Texas Instruments Inc Semiconductors ⚠ Caution $264.36 16.5% 4.1% 3.5 Low growth
CI Cigna Group Health Care ⚠ Caution $277.51 8.1% 11.4% 3.4 Low ROIC
TER Teradyne Inc Semiconductors ⚠ Caution $375.74 18.5% 0.4% 3.4 Low growth
CCI Crown Castle Inc Real Estate ✗ Wrong model $78.51 $39.26 $75.51 3.8% 5.1% -1.6% 3.4 Low dividend growth
HUM Humana Inc Health Care ⚠ Caution $378.88 4.0% 10.9% 3.3 Low ROIC
ANSS Ansys Inc Technology ✓ Rule #1 $23.35 $11.67 $0.00 8.4% 10.9% 3.3 Low ROIC
ALB Albemarle Corp Chemicals ⚠ Caution $143.25 -4.0% 10.4% 3.1 Low ROIC
MSCI MSCI Inc Financial Services ✗ Wrong model $625.68 $312.84 $563.49 9.9% 12.3% 13.1% 3.1 Debt too high
BEN Franklin Resources Inc Financial Services ✗ Wrong model $34.31 2.1% 9.5% 2.9 Low ROIC
APTV APTIV PLC Auto Components ⚠ Caution $48.28 1.0% 9.3% 2.8 Low ROIC
EIX Edison International Utilities ✗ Wrong model $71.99 $35.99 $71.59 0.6% 8.1% 7.4% 2.8 ✓ Pass
CE Celanese Corp Chemicals ⚠ Caution $46.80 -7.0% 11.0% 2.8 Low ROIC · Debt too high
HAL Halliburton Co Energy ⚠ Caution $35.34 7.2% 9.0% 2.7 Low ROIC
SLB SLB NV Energy ⚠ Caution $53.87 8.9% 8.6% 2.6 Low ROIC
GM General Motors Co Automobiles ⚠ Caution $87.93 1.4% 8.6% 2.6 Low ROIC
PFE Pfizer Inc Pharmaceuticals ⚠ Caution $28.07 5.1% 8.5% 2.5 Low ROIC
MLM Martin Marietta Materials Inc Construction ⚠ Caution $539.73 $269.87 $534.92 0.9% 7.3% 5.4% 2.5 Low ROIC
WAB Westinghouse Air Brake Technologies Corp Machinery ✓ Rule #1 $297.77 $148.88 $297.57 0.1% 7.0% 8.1% 2.5 Low ROIC
GPC Genuine Parts Co Distributors ✓ Rule #1 $133.96 0.7% 8.0% 2.4 Low ROIC
ROL Rollins Inc Commercial Services & Supplies ✓ Rule #1 $34.04 $17.02 $36.91 -8.4% 26.6% 11.7% 2.3 ✓ Pass
NTAP NetApp Inc Technology ✓ Rule #1 $175.69 $87.85 $192.27 -9.4% 33.3% 3.8% 2.3 Low growth
MDLZ Mondelez International Inc Food Products ✓ Rule #1 $64.45 5.2% 7.7% 2.3 Low ROIC
HSY Hershey Co Food Products ✓ Rule #1 $186.46 8.8% 7.5% 2.2 Low ROIC
TPR Tapestry Inc Textiles, Apparel & Luxury Goods ✓ Rule #1 $130.17 5.6% 7.2% 2.1 Low ROIC
BWA Borgwarner Inc Auto Components ⚠ Caution $67.78 3.0% 7.1% 2.1 Low ROIC
MOS Mosaic Co Chemicals ⚠ Caution $24.41 3.1% 6.8% 2.0 Low ROIC
ROK Rockwell Automation Inc Electrical Equipment ✓ Rule #1 $437.08 12.6% 5.7% 2.0 ✓ Pass
NL NL Industries Inc Commercial Services & Supplies ✓ Rule #1 $6.47 -10.5% 6.7% 2.0 Low ROIC · Negative FCF
CRL Charles River Laboratories International Inc Life Sciences Tools & Services ⚠ Caution $295.19 -2.7% 6.5% 2.0 Low ROIC
MMM 3M Co Industrial Conglomerates ⚠ Caution $178.96 18.8% -5.0% 1.9 Low growth · Negative FCF
BKR Baker Hughes Co Energy ⚠ Caution $62.34 10.4% 6.0% 1.8 Low ROIC
HII Huntington Ingalls Industries Inc Aerospace & Defense ✓ Rule #1 $298.20 7.8% 5.9% 1.8 Low ROIC
OMC Omnicom Group Inc Media ✓ Rule #1 $87.54 -0.3% 5.6% 1.7 Low ROIC
CSCO Cisco Systems Inc Communications ✓ Rule #1 $111.04 13.6% 2.8% 1.6 Low growth
HPE Hewlett Packard Enterprise Co Technology ✓ Rule #1 $53.45 0.1% 4.9% 1.5 Low ROIC · Low growth
CHD Church & Dwight Co Inc Consumer products ✓ Rule #1 $98.80 11.9% 4.8% 1.5 Low ROIC · Low growth
HRL Hormel Foods Corp Food Products ✓ Rule #1 $23.88 4.4% 4.7% 1.4 Low ROIC · Low growth
PVH PVH Corp Textiles, Apparel & Luxury Goods ✓ Rule #1 $78.50 0.4% 4.6% 1.4 Low ROIC · Low growth
ADM Archer-Daniels-Midland Co Food Products ✓ Rule #1 $80.30 3.5% 4.5% 1.4 Low ROIC · Low growth
CARR Carrier Global Corp Building ⚠ Caution $60.37 5.8% 4.5% 1.3 Low ROIC · Low growth
WBA Walgreens Holding Co Retail ✓ Rule #1 $0.00 -41.2% 4.2% 1.3 Low ROIC · Low growth · Negative FCF
SWKS Skyworks Solutions Inc Semiconductors ⚠ Caution $67.14 7.1% 4.0% 1.2 Low ROIC · Low growth
ZBRA Zebra Technologies Corp Electrical Equipment ✓ Rule #1 $368.51 6.9% 3.9% 1.2 Low ROIC · Low growth
OXY Occidental Petroleum Corp Energy ⚠ Caution $61.30 4.0% 3.9% 1.2 Low ROIC · Low growth
GEHC GE Healthcare Technologies Inc Health Care ⚠ Caution $74.82 10.2% 3.7% 1.1 Low ROIC · Low growth
VTRS Viatris Inc Pharmaceuticals ⚠ Caution $16.32 -12.1% 3.7% 1.1 Low ROIC · Low growth
CPB Campbell's Co Food Products ✓ Rule #1 $23.95 5.6% 3.4% 1.0 Low ROIC · Low growth
TAP Molson Coors Beverage Co Beverages ✓ Rule #1 $42.94 -12.9% 2.9% 0.9 Low ROIC · Low growth
JNPR Juniper Networks Inc Communications ✓ Rule #1 $0.00 4.5% 2.7% 0.8 Low ROIC · Low growth
ON ON Semiconductor Corp Semiconductors ⚠ Caution $74.21 1.1% 2.7% 0.8 Low ROIC · Low growth
MHK Mohawk Industries Inc Consumer products ✓ Rule #1 $136.22 3.6% 2.5% 0.7 Low ROIC · Low growth
FDX FedEx Corp Logistics & Transportation ✓ Rule #1 $325.08 7.7% 2.4% 0.7 Low ROIC · Low growth
TGT Target Corp Retail ✓ Rule #1 $165.44 11.3% 2.3% 0.7 Low ROIC · Low growth
KR Kroger Co Retail ✓ Rule #1 $57.90 4.3% 2.2% 0.7 Low ROIC · Low growth
DHR Danaher Corp Life Sciences Tools & Services ⚠ Caution $218.85 5.1% 2.0% 0.6 Low ROIC · Low growth
XRAY DENTSPLY SIRONA Inc Health Care ⚠ Caution $10.92 -16.3% 2.0% 0.6 Low ROIC · Low growth
LYB LyondellBasell Industries NV Chemicals ⚠ Caution $67.53 -3.2% 1.7% 0.5 Low ROIC · Low growth
HOLX Hologic Inc Health Care ⚠ Caution $0.00 7.5% 1.7% 0.5 Low ROIC · Low growth
PARA Banzai International Inc Technology ✓ Rule #1 $1.30 -20.1% 1.6% 0.5 Low ROIC · Low growth · Negative FCF
VZ Verizon Communications Inc Telecommunication ⚠ Caution $49.45 6.5% 1.5% 0.4 Low ROIC · Low growth
MRO Marathon Oil Corp Energy ⚠ Caution $65.22 $32.61 $0.00 9.3% 1.3% 0.4 Low ROIC · Low growth
IPG Interpublic Group of Companies Inc Media ✓ Rule #1 $1.46 $0.73 $0.00 10.2% 0.9% 0.3 Low ROIC · Low growth
KVUE Kenvue Inc Consumer products ✓ Rule #1 $19.06 7.6% 0.9% 0.3 Low ROIC · Low growth · Negative FCF
IVZ Invesco Ltd Financial Services ✗ Wrong model $32.02 -1.3% 0.7% 0.2 Low ROIC · Low growth
DOW Dow Inc Chemicals ⚠ Caution $32.35 -7.7% 0.7% 0.2 Low ROIC · Low growth
GIS General Mills Inc Food Products ✓ Rule #1 $39.97 -0.4% 0.3% 0.1 Low ROIC · Low growth
BRK.B Berkshire Hathaway Inc Financial Services ✗ Wrong model N/A — sector N/A — sector $495.82 N/A — sector 7.9% 8.6% 0.0 Low ROIC
CSGP Costar Group Inc Real Estate ✗ Wrong model $32.26 0.1% 0.0 Low dividend growth · No dividend
CBRE CBRE Group Inc Real Estate ✗ Wrong model $152.10 6.9% 0.0 Low dividend growth · No dividend
CAH Cardinal Health Inc Health Care ⚠ Caution $229.51 7.6% 7.8% -0.1 Low ROIC · Debt too high
BAX Baxter International Inc Health Care ⚠ Caution $26.34 -6.1% -0.8% -0.2 Low ROIC · Low growth
PENN PENN Entertainment Inc Hotels, Restaurants & Leisure ✓ Rule #1 $18.64 -9.2% 14.2% -0.6 Low ROIC · Debt too high
FTV Fortive Corp Machinery ✓ Rule #1 $60.08 6.0% -2.1% -0.6 Low ROIC · Low growth
SEE Sealed Air Corp Packaging ✓ Rule #1 $2.35 $1.18 $0.00 9.6% 1.8% -0.7 Low ROIC · Low growth · Debt too high
SWK Stanley Black & Decker Inc Machinery ✓ Rule #1 $100.02 2.7% -2.2% -0.7 Low ROIC · Low growth
J Jacobs Solutions Inc Professional Services ✓ Rule #1 $150.08 4.9% -2.4% -0.7 Low ROIC · Low growth
T AT&T Inc Telecommunication ⚠ Caution $25.29 8.9% -2.6% -0.8 Low ROIC · Low growth
GEN Gen Digital Inc Technology ✓ Rule #1 $27.70 $13.85 $28.93 -4.4% 9.0% 14.4% -0.8 Low ROIC · Debt too high
MCHP Microchip Technology Inc Semiconductors ⚠ Caution $76.08 1.9% -2.8% -0.8 Low ROIC · Low growth
JNJ Johnson & Johnson Pharmaceuticals ⚠ Caution $254.78 $127.39 $270.24 -6.1% 20.7% 2.7% -0.9 Low growth
AAP Advance Auto Parts Inc Retail ✓ Rule #1 $42.58 0.8% -3.2% -1.0 Low ROIC · Low growth
ISRG Intuitive Surgical Inc Health Care ⚠ Caution $349.03 $174.51 $378.81 -8.5% 16.0% 18.2% -1.1 ✓ Pass
WHR Whirlpool Corp Consumer products ✓ Rule #1 $40.35 3.4% -4.4% -1.3 Low ROIC · Low growth · Negative FCF
GDDY GoDaddy Inc Technology ✓ Rule #1 $269.62 $134.81 $97.07 64.0% 21.9% 8.3% -1.4 Debt too high
FMC FMC Corp Chemicals ⚠ Caution $11.02 -36.4% -5.5% -1.7 Low ROIC · Low growth
BIIB Biogen Inc Biotechnology ⚠ Caution $216.78 5.3% -6.0% -1.8 Low ROIC · Low growth
ETN Eaton Corporation PLC Electrical Equipment ✓ Rule #1 $393.28 $196.64 $419.20 -6.6% 13.9% 9.0% -2.9 ✓ Pass
NCLH Norwegian Cruise Line Holdings Ltd Hotels, Restaurants & Leisure ✓ Rule #1 $17.24 2.5% 50.3% -2.9 Low ROIC · Debt too high
PH Parker-Hannifin Corp Machinery ✓ Rule #1 $932.71 $466.36 $1001.74 -7.4% 15.3% 8.4% -3.2 ✓ Pass
PEAK Healthpeak Properties Inc Real Estate ✗ Wrong model $20.99 $10.49 $0.00 2.3% -11.8% -3.5 Low dividend growth
KMB Kimberly-Clark Corp Consumer products ✓ Rule #1 $109.31 23.3% -3.0% -4.2 Low growth · Debt too high
COR Cencora Inc Health Care ⚠ Caution $318.04 17.0% 11.1% -4.6 Debt too high
F Ford Motor Co Automobiles ⚠ Caution $14.41 -4.1% 8.1% -5.3 Low ROIC · Debt too high
TPL Texas Pacific Land Corp Energy ⚠ Caution $313.74 $156.87 $383.64 -22.3% 33.0% 21.4% -5.4 ✓ Pass
IBM International Business Machines Corp Technology ✓ Rule #1 $220.73 $110.36 $235.68 -6.8% 11.3% 4.1% -5.5 Low ROIC · Low growth
O Realty Income Corp Real Estate ✗ Wrong model $58.57 $29.28 $62.60 -6.9% 1.6% 2.9% -6.0 ✓ Pass
WYNN Wynn Resorts Ltd Hotels, Restaurants & Leisure ✓ Rule #1 $100.28 1.0% 27.8% -6.6 Low ROIC · Debt too high
MTN Vail Resorts Inc Hotels, Restaurants & Leisure ✓ Rule #1 $176.08 $88.04 $152.81 13.2% 7.7% 8.6% -6.8 Low ROIC · Debt too high
GL Globe Life Inc Insurance ✗ Wrong model $153.19 $76.60 $171.08 -11.7% 20.3% 4.8% -7.2 Low book growth
ALC Alcon AG Health Care ⚠ Caution $66.37 $33.18 $73.63 -10.9% 3.6% 8.8% -8.3 Low ROIC
BXP BXP Inc Real Estate ✗ Wrong model $62.38 $31.19 $67.67 -8.5% 1.3% 0.4% -8.4 Low dividend growth
PRU Prudential Financial Inc Insurance ✗ Wrong model $114.13 $57.06 $121.15 -6.2% 12.2% 1.4% -8.4 Low book growth
TFC Truist Financial Corp Banking ✗ Wrong model $46.52 $23.26 $50.42 -8.4% 9.0% 17.7% -8.5 Low ROE · Low book growth
AAL American Airlines Group Inc Airlines ⚠ Caution $13.82 9.2% 25.8% -9.4 Low ROIC · Debt too high
A Agilent Technologies Inc Life Sciences Tools & Services ⚠ Caution $142.01 $71.00 $159.00 -12.0% 12.9% 5.4% -9.9 ✓ Pass
DE Deere & Co Machinery ✓ Rule #1 $575.99 $287.99 $647.47 -12.4% 5.6% 5.2% -10.9 Low ROIC
WFC Wells Fargo & Co Banking ✗ Wrong model $73.50 $36.75 $83.84 -14.1% 12.6% -1.7% -11.1 ✓ Pass
HR Healthcare Realty Trust Inc Real Estate ✗ Wrong model $17.56 $8.78 $19.39 -10.4% -2.9% -2.8% -11.2 Low dividend growth
CZR Caesars Entertainment Inc Hotels, Restaurants & Leisure ✓ Rule #1 $29.76 -1.8% 25.9% -12.7 Low ROIC · Debt too high
SYK Stryker Corp Health Care ⚠ Caution $282.49 $141.25 $329.45 -16.6% 8.5% 11.8% -13.1 Low ROIC
ES Eversource Energy Utilities ✗ Wrong model $60.99 $30.50 $70.21 -15.1% 3.6% 5.8% -13.4 ✓ Pass
CB Chubb Limited Insurance ✗ Wrong model $286.28 $143.14 $340.99 -19.1% 15.2% 10.5% -14.3 ✓ Pass
MTB M&T Bank Corp Banking ✗ Wrong model $204.85 $102.42 $240.34 -17.3% 10.7% 8.4% -14.4 ✓ Pass
MAA Mid-America Apartment Communities Inc Real Estate ✗ Wrong model $111.60 $55.80 $131.31 -17.7% 4.0% 8.6% -15.1 ✓ Pass
RF Regions Financial Corp Banking ✗ Wrong model $25.87 $12.93 $30.41 -17.6% 11.8% 5.1% -15.8 ✓ Pass
HAS Hasbro Inc Leisure Products ✓ Rule #1 $93.54 -8.5% -3.0% -16.2 Low ROIC · Low growth · Negative FCF · Debt too high
USB US Bancorp Banking ✗ Wrong model $52.31 $26.15 $62.05 -18.6% 12.5% 4.6% -16.3 ✓ Pass
KEY KeyCorp Banking ✗ Wrong model $18.71 $9.35 $21.87 -16.9% 10.1% 4.3% -16.8 Low book growth
UDR UDR Inc Real Estate ✗ Wrong model $31.90 $15.95 $37.77 -18.4% 4.2% 3.9% -17.2 ✓ Pass
KIM Kimco Realty Corp Real Estate ✗ Wrong model $19.59 $9.80 $24.02 -22.6% 3.1% 3.7% -21.5 ✓ Pass
CRM Salesforce Inc Technology ✓ Rule #1 $165.95 $82.98 $209.17 -26.0% 10.1% 14.3% -21.7 Low ROIC
AFL Aflac Inc Insurance ✗ Wrong model $91.42 $45.71 $116.07 -27.0% 16.1% -5.0% -23.0 ✓ Pass
LVS Las Vegas Sands Corp Hotels, Restaurants & Leisure ✓ Rule #1 $47.03 9.4% 34.7% -24.2 Low ROIC · Debt too high
AIG American International Group Inc Insurance ✗ Wrong model $61.15 $30.58 $76.12 -24.5% 7.7% -9.3% -24.5 Low ROE · Low book growth
WM Waste Management Inc Commercial Services & Supplies ✓ Rule #1 $173.85 $86.92 $224.06 -28.9% 8.2% 10.6% -25.7 Low ROIC
D Dominion Energy Inc Utilities ✗ Wrong model $53.44 $26.72 $66.60 -24.6% 3.8% -5.5% -26.3 Low dividend growth
HBAN Huntington Bancshares Inc Banking ✗ Wrong model $13.32 $6.66 $17.03 -27.8% 8.6% 11.7% -26.6 Low ROE
FE FirstEnergy Corp Utilities ✗ Wrong model $35.98 $17.99 $45.96 -27.7% 2.6% 2.5% -27.0 ✓ Pass
WRB W. R. Berkley Corp Insurance ✗ Wrong model $50.77 $25.39 $68.60 -35.1% 19.7% 12.7% -27.2 ✓ Pass
COF Capital One Financial Corp Financial Services ✗ Wrong model $168.67 $84.33 $217.91 -29.2% 9.3% 4.4% -27.2 Low ROE
C Citigroup Inc Banking ✗ Wrong model $102.16 $51.08 $131.65 -28.9% 8.4% 3.9% -27.4 Low ROE
IDXX IDEXX Laboratories Inc Health Care ⚠ Caution $381.62 $190.81 $556.93 -45.9% 43.2% 9.7% -27.4 ✓ Pass
AIZ Assurant Inc Insurance ✗ Wrong model $212.61 $106.31 $284.04 -33.6% 18.0% 6.0% -28.7 Low book growth
BAC Bank of America Corp Banking ✗ Wrong model $46.80 $23.40 $61.69 -31.8% 11.1% 4.7% -29.5 ✓ Pass
ADBE Adobe Inc Technology ✓ Rule #1 $184.43 $92.22 $275.30 -49.3% 40.0% 13.1% -31.4 ✓ Pass
TSCO Tractor Supply Co Retail ✓ Rule #1 $24.84 $12.42 $34.98 -40.8% 25.0% 7.9% -31.9 ✓ Pass
BA Boeing Co Aerospace & Defense ✓ Rule #1 $214.20 3.8% 8.8% -32.0 Low ROIC · Negative FCF · Debt too high
L Loews Corp Insurance ✗ Wrong model $81.82 $40.91 $109.83 -34.2% 9.0% 7.8% -32.3 Low ROE
PCAR Paccar Inc Machinery ✓ Rule #1 $96.95 $48.47 $131.03 -35.2% 6.8% 8.7% -32.5 Low ROIC
ACN Accenture PLC Technology ✓ Rule #1 $132.27 $66.13 $185.28 -40.1% 21.1% 9.5% -32.7 ✓ Pass
PSA Public Storage Real Estate ✗ Wrong model $238.65 $119.32 $322.49 -35.1% 9.2% 7.4% -32.9 ✓ Pass
EXC Exelon Corp Utilities ✗ Wrong model $32.69 $16.35 $43.78 -33.9% 3.5% 0.8% -33.7 Low dividend growth
INVH Invitation Homes Inc Real Estate ✗ Wrong model $21.75 $10.87 $30.11 -38.4% 3.3% 14.2% -34.2 ✓ Pass
SPG Simon Property Group Inc Real Estate ✗ Wrong model $157.79 $78.89 $218.29 -38.3% 13.8% 13.5% -34.3 ✓ Pass
CPT Camden Property Trust Real Estate ✗ Wrong model $78.86 $39.43 $107.59 -36.4% 4.7% 5.1% -34.9 ✓ Pass
PNW Pinnacle West Capital Corp Utilities ✗ Wrong model $71.71 $35.86 $97.36 -35.8% 3.5% 2.5% -35.0 ✓ Pass
NWSA News Corp Media ✓ Rule #1 $22.48 $11.24 $30.38 -35.1% 5.5% -0.7% -35.3 Low ROIC · Low growth
AMT American Tower Corp Real Estate ✗ Wrong model $125.88 $62.94 $175.80 -39.7% 6.2% 9.2% -36.9 ✓ Pass
DUK Duke Energy Corp Utilities ✗ Wrong model $86.85 $43.43 $119.85 -38.0% 3.5% 2.5% -37.2 ✓ Pass
CFG Citizens Financial Group Inc Banking ✗ Wrong model $49.91 $24.95 $69.86 -40.0% 8.1% 7.5% -39.1 Low ROE · Low book growth
GS Goldman Sachs Group Inc Financial Services ✗ Wrong model $714.06 $357.03 $1039.28 -45.5% 16.9% 17.3% -39.5 ✓ Pass
ROP Roper Technologies Inc Technology ✓ Rule #1 $285.26 $142.63 $411.79 -44.4% 5.3% 14.5% -40.0 Low ROIC
JPM JPMorgan Chase & Co Banking ✗ Wrong model $239.41 $119.70 $351.58 -46.9% 17.8% 7.7% -40.6 ✓ Pass
HWM Howmet Aerospace Inc Aerospace & Defense ✓ Rule #1 $185.38 $92.69 $271.68 -46.6% 17.9% 9.4% -40.7 ✓ Pass
WEC WEC Energy Group Inc Utilities ✗ Wrong model $74.07 $37.03 $106.01 -43.1% 4.3% 7.1% -41.0 ✓ Pass
MAS Masco Corp Building ⚠ Caution $73.29 40.8% 1.0% -41.9 Low growth · Debt too high
OGN Organon & Co Pharmaceuticals ⚠ Caution $13.75 2.0% -1.0% -42.8 Low ROIC · Low growth · Debt too high
AVB AvalonBay Communities Inc Real Estate ✗ Wrong model $127.73 $63.87 $184.06 -44.1% 5.0% 2.3% -43.4 ✓ Pass
VMC Vulcan Materials Co Construction ⚠ Caution $187.28 $93.64 $276.04 -47.4% 8.3% 10.3% -44.3 Low ROIC
PPG PPG Industries Inc Chemicals ⚠ Caution $78.15 $39.08 $113.63 -45.4% 10.3% 2.8% -44.6 Low ROIC · Low growth
AVGO Broadcom Inc Semiconductors ⚠ Caution $240.28 $120.14 $368.45 -53.3% 15.8% 21.7% -44.9 ✓ Pass
LRCX Lam Research Corp Semiconductors ⚠ Caution $189.75 $94.88 $314.00 -65.5% 44.8% 9.7% -46.2 ✓ Pass
FDS Factset Research Systems Inc Financial Services ✗ Wrong model $195.29 $97.65 $299.91 -53.6% 16.8% 9.2% -48.4 ✓ Pass
COST Costco Wholesale Corp Retail ✓ Rule #1 $600.04 $300.02 $947.74 -57.9% 22.2% 10.5% -49.7 ✓ Pass
CMS CMS Energy Corp Utilities ✗ Wrong model $45.03 $22.52 $68.27 -51.6% 3.8% 6.1% -49.8 ✓ Pass
PGR Progressive Corp Insurance ✗ Wrong model $129.36 $64.68 $219.28 -69.5% 35.4% 15.5% -53.1 ✓ Pass
PFG Principal Financial Group Inc Insurance ✗ Wrong model $71.73 $35.86 $110.75 -54.4% 13.1% 1.7% -53.5 Low book growth
NWS News Corp Media ✓ Rule #1 $22.48 $11.24 $34.55 -53.7% 5.5% -0.7% -53.9 Low ROIC · Low growth
DOV Dover Corp Machinery ✓ Rule #1 $129.44 $64.72 $201.92 -56.0% 10.2% 3.9% -54.8 Low ROIC · Low growth
DTE DTE Energy Co Utilities ✗ Wrong model $86.89 $43.45 $135.22 -55.6% 3.8% 1.3% -55.2 Low dividend growth
TDY Teledyne Technologies Inc Electrical Equipment ✓ Rule #1 $396.26 $198.13 $636.15 -60.5% 6.9% 14.7% -56.1 Low ROIC
CTAS Cintas Corp Commercial Services & Supplies ✓ Rule #1 $122.57 $61.29 $203.79 -66.3% 26.4% 9.6% -56.2 ✓ Pass
WY Weyerhaeuser Co Real Estate ✗ Wrong model $15.25 $7.63 $24.43 -60.2% 2.2% 10.4% -57.1 ✓ Pass
AEP American Electric Power Company Inc Utilities ✗ Wrong model $75.87 $37.94 $120.94 -59.4% 4.5% 5.4% -57.8 ✓ Pass
ED Consolidated Edison Inc Utilities ✗ Wrong model $66.43 $33.21 $106.35 -60.1% 3.9% 2.7% -59.3 ✓ Pass
SO Southern Co Utilities ✗ Wrong model $55.10 $27.55 $88.94 -61.4% 4.0% 2.4% -60.7 ✓ Pass
MS Morgan Stanley Financial Services ✗ Wrong model $125.75 $62.87 $214.20 -70.3% 17.8% 17.9% -65.0 ✓ Pass
SRE Sempra Utilities ✗ Wrong model $50.84 $25.42 $82.89 -63.0% 2.8% -11.3% -66.4 Low dividend growth
XEL Xcel Energy Inc Utilities ✗ Wrong model $44.92 $22.46 $76.30 -69.9% 3.4% 5.8% -68.1 ✓ Pass
KO Coca-Cola Co Beverages ✓ Rule #1 $52.57 $26.28 $91.10 -73.3% 16.9% 7.8% -68.5 ✓ Pass
NOC Northrop Grumman Corp Aerospace & Defense ✓ Rule #1 $322.20 $161.10 $551.03 -71.0% 12.9% 2.7% -69.8 Low growth
GLW Corning Inc Electrical Equipment ✓ Rule #1 $87.12 $43.56 $149.84 -72.0% 7.9% 6.7% -70.0 Low ROIC
MET MetLife Inc Insurance ✗ Wrong model $56.07 $28.04 $94.34 -68.2% 12.9% 2.6% -70.5 Low book growth
NI NiSource Inc Utilities ✗ Wrong model $23.55 $11.77 $40.62 -72.5% 3.6% 2.8% -71.6 ✓ Pass
NEE Nextera Energy Inc Utilities ✗ Wrong model $47.74 $23.87 $83.65 -75.2% 4.5% 10.1% -72.2 ✓ Pass
PKG Packaging Corp of America Packaging ✓ Rule #1 $144.95 $72.48 $252.79 -74.4% 9.0% 6.2% -72.5 Low ROIC
STE STERIS plc Health Care ⚠ Caution $130.99 $65.50 $237.93 -81.6% 8.6% 13.8% -77.5 Low ROIC
CEG Constellation Energy Corp Utilities ✗ Wrong model $151.24 $75.62 $272.88 -80.4% 9.9% -80.4 Low dividend growth
PLD Prologis Inc Real Estate ✗ Wrong model $77.22 $38.61 $141.80 -83.6% 3.8% 10.7% -80.4 ✓ Pass
FR First Industrial Realty Trust Inc Real Estate ✗ Wrong model $34.20 $17.10 $62.93 -84.0% 4.7% 11.9% -80.4 ✓ Pass
CDW CDW Corp Electrical Equipment ✓ Rule #1 $74.33 $37.17 $137.25 -84.6% 13.0% 4.0% -83.0 Low growth
ABBV AbbVie Inc Biotechnology ⚠ Caution $264.96 6.1% 6.0% -84.2 Low ROIC · Debt too high
RTX RTX Corp Aerospace & Defense ✓ Rule #1 $111.48 $55.74 $209.91 -88.3% 6.5% 9.4% -85.5 Low ROIC
FITB Fifth Third Bancorp Banking ✗ Wrong model $29.11 $14.55 $54.82 -88.3% 8.9% 8.0% -88.2 Low ROE · Low book growth
PAYX Paychex Inc Professional Services ✓ Rule #1 $63.19 $31.59 $124.47 -97.0% 21.2% 9.9% -89.4 ✓ Pass
LHX L3Harris Technologies Inc Aerospace & Defense ✓ Rule #1 $139.81 $69.90 $266.73 -90.8% 5.2% 3.7% -89.7 Low ROIC · Low growth
NOW ServiceNow Inc Technology ✓ Rule #1 $64.07 $32.03 $128.48 -100.5% 12.1% 24.1% -93.3 ✓ Pass
NDAQ Nasdaq Inc Financial Services ✗ Wrong model $49.68 $24.84 $98.22 -97.7% 8.4% 8.0% -95.3 Low ROIC
GRMN Garmin Ltd Consumer products ✓ Rule #1 $141.49 $70.75 $294.85 -108.4% 18.5% 11.6% -101.6 ✓ Pass
SBUX Starbucks Corp Hotels, Restaurants & Leisure ✓ Rule #1 $54.46 $27.23 $107.08 -96.6% 42.6% 9.6% -103.8 Debt too high
SCHW Charles Schwab Corp Financial Services ✗ Wrong model $53.63 $26.82 $112.30 -109.4% 19.1% 18.0% -105.2 Low book growth
PWR Quanta Services Inc Construction ⚠ Caution $301.21 $150.60 $639.34 -112.3% 7.9% 20.5% -106.1 Low ROIC
SBAC SBA Communications Corp Real Estate ✗ Wrong model $86.02 $43.01 $182.59 -112.3% -0.9% 19.1% -106.5 ✓ Pass
ITW Illinois Tool Works Inc Machinery ✓ Rule #1 $131.47 $65.73 $282.29 -114.7% 25.1% 5.0% -106.7 Low growth
DLR Digital Realty Trust Inc Real Estate ✗ Wrong model $90.72 $45.36 $190.62 -110.1% 3.1% 0.1% -110.1 Low dividend growth
WMT Walmart Inc Retail ✓ Rule #1 $48.18 $24.09 $103.70 -115.2% 14.5% 5.0% -112.5 Low growth
ATO Atmos Energy Corp Utilities ✗ Wrong model $76.74 $38.37 $166.85 -117.4% 5.3% 8.7% -114.8 ✓ Pass
ORLY O'Reilly Automotive Inc Retail ✓ Rule #1 $89.11 41.1% 8.9% -115.0 Debt too high
AME AMETEK Inc Electrical Equipment ✓ Rule #1 $108.53 $54.27 $239.55 -120.7% 11.5% 10.3% -117.6 Low ROIC
ICE Intercontinental Exchange Inc Financial Services ✗ Wrong model $73.08 $36.54 $161.25 -120.6% 6.8% 8.9% -118.0 Low ROIC
HPQ HP Inc Technology ✓ Rule #1 $13.62 $6.81 $29.71 -118.1% 12.4% -0.5% -118.0 Low growth
NSC Norfolk Southern Corp Road & Rail ✓ Rule #1 $157.33 $78.66 $350.72 -122.9% 8.8% 4.5% -121.6 Low ROIC · Low growth
JKHY Jack Henry & Associates Inc Financial Services ✗ Wrong model $70.30 $35.15 $166.20 -136.4% 24.0% 7.0% -127.1 ✓ Pass
LOW Lowe's Companies Inc Retail ✓ Rule #1 $120.92 $60.46 $216.09 -78.7% 25.1% -0.8% -133.1 Low growth · Debt too high
ERIE Erie Indemnity Co Insurance ✗ Wrong model $107.07 $53.54 $264.85 -147.4% 24.5% 9.9% -135.9 ✓ Pass
ODFL Old Dominion Freight Line Inc Road & Rail ✓ Rule #1 $83.92 $41.96 $206.47 -146.0% 23.5% 6.5% -138.3 ✓ Pass
BDX Becton Dickinson and Co Health Care ⚠ Caution $77.46 $38.73 $192.00 -147.9% 3.8% 6.3% -146.0 Low ROIC
UNP Union Pacific Corp Road & Rail ✓ Rule #1 $123.59 $61.79 $308.05 -149.3% 14.2% 4.6% -146.8 Low growth
DPZ Domino's Pizza Inc Hotels, Restaurants & Leisure ✓ Rule #1 $126.83 $63.42 $341.85 -169.5% 42.1% 3.7% -153.4 Low growth
NRG NRG Energy Inc Utilities ✗ Wrong model $43.36 $21.68 $113.11 -160.8% 4.8% 12.0% -157.2 ✓ Pass
ELV Elevance Health Inc Health Care ⚠ Caution $152.82 $76.41 $400.54 -162.1% 7.5% 10.3% -159.0 Low ROIC
AXP American Express Co Financial Services ✗ Wrong model $121.99 $60.99 $336.00 -175.4% 34.1% 16.0% -160.0 ✓ Pass
SPGI S&P Global Inc Financial Services ✗ Wrong model $162.32 $81.16 $431.29 -165.7% 10.1% 15.6% -161.0 Low ROIC
CTVA Corteva Inc Chemicals ⚠ Caution $28.36 $14.18 $81.79 -188.4% 4.1% 4.1% -187.2 Low ROIC · Low growth
APO Apollo Global Management Inc Financial Services ✗ Wrong model $43.47 $21.73 $132.69 -205.3% 14.9% 52.1% -188.2 ✓ Pass
HCA HCA Healthcare Inc Health Care ⚠ Caution $1194.75 $597.38 $429.19 64.1% 11.9% 8.0% -189.5 Low ROIC · Debt too high
EQIX Equinix Inc Real Estate ✗ Wrong model $362.09 $181.04 $1065.39 -194.2% 3.8% 11.8% -190.7 ✓ Pass
MRK Merck & Co Inc Pharmaceuticals ⚠ Caution $50.08 $25.04 $152.55 -204.6% 17.9% 9.4% -198.8 ✓ Pass
DXCM Dexcom Inc Health Care ⚠ Caution $29.47 $14.74 $92.34 -213.3% 20.7% 19.3% -203.2 ✓ Pass
EXPD Expeditors International of Washington Inc Logistics & Transportation ✓ Rule #1 $57.16 $28.58 $187.81 -228.6% 34.4% 2.9% -216.5 Low growth
SOLV Solventum Corp Health Care ⚠ Caution $27.93 $13.96 $89.57 -220.8% 15.4% 0.8% -218.8 Low growth · Negative FCF
BMY Bristol-Myers Squibb Co Pharmaceuticals ⚠ Caution $20.91 $10.46 $67.01 -220.4% 11.1% 2.5% -219.6 Low ROIC · Low growth
GD General Dynamics Corp Aerospace & Defense ✓ Rule #1 $112.66 $56.33 $384.29 -241.1% 12.4% 6.7% -238.9 ✓ Pass
VRTX Vertex Pharmaceuticals Inc Biotechnology ⚠ Caution $155.87 $77.93 $548.05 -251.6% 21.1% 14.1% -242.9 ✓ Pass
REGN Regeneron Pharmaceuticals Inc Biotechnology ⚠ Caution $233.84 $116.92 $834.04 -256.7% 13.3% 11.0% -252.7 ✓ Pass
GE General Electric Co Aerospace & Defense ✓ Rule #1 $96.35 $48.17 $348.37 -261.6% 22.2% -9.6% -259.3 Low growth
VRSK Verisk Analytics Inc Professional Services ✓ Rule #1 $61.83 $30.92 $187.50 -203.2% 18.0% 2.0% -261.3 Low growth · Debt too high
HON Honeywell International Inc Industrial Conglomerates ⚠ Caution $58.80 $29.40 $215.90 -267.2% 10.3% 2.8% -266.4 Low ROIC · Low growth
MDT Medtronic PLC Health Care ⚠ Caution $25.08 $12.54 $93.35 -272.2% 6.2% 3.8% -271.1 Low ROIC · Low growth
MAR Marriott International Inc Hotels, Restaurants & Leisure ✓ Rule #1 $112.74 $56.37 $356.39 -216.1% 22.2% 19.9% -278.7 Debt too high
HLT Hilton Worldwide Holdings Inc Hotels, Restaurants & Leisure ✓ Rule #1 $96.85 $48.43 $326.63 -237.2% 9.8% 22.8% -281.5 Low ROIC · Debt too high
MCO Moody's Corp Financial Services ✗ Wrong model $128.54 $64.27 $503.32 -291.6% 22.3% 7.5% -284.2 ✓ Pass
AVY Avery Dennison Corp Packaging ✓ Rule #1 $46.78 $23.39 $183.71 -292.7% 11.5% 4.9% -291.2 Low ROIC · Low growth
ABT Abbott Laboratories Health Care ⚠ Caution $27.70 $13.85 $116.64 -321.1% 10.0% 5.1% -319.6 Low ROIC
TYL Tyler Technologies Inc Technology ✓ Rule #1 $78.49 $39.25 $350.73 -346.8% 7.3% 15.9% -342.1 Low ROIC
WELL Welltower Inc Real Estate ✗ Wrong model $53.90 $26.95 $239.22 -343.8% 1.5% 0.8% -343.6 Low dividend growth
VST Vistra Corp Utilities ✗ Wrong model $29.02 $14.51 $136.21 -369.3% 3.6% 22.0% -362.7 ✓ Pass
PCG PG&E Corp Utilities ✗ Wrong model $3.88 $1.94 $17.60 -353.4% 2.9% -39.4% -365.2 Low dividend growth
SNA Snap-On Inc Machinery ✓ Rule #1 $82.42 $41.21 $393.39 -377.3% 14.2% 2.3% -375.5 Low growth
SHW Sherwin-Williams Co Chemicals ⚠ Caution $71.76 $35.88 $346.59 -383.0% 16.4% 5.1% -379.3 ✓ Pass
WST West Pharmaceutical Services Inc Life Sciences Tools & Services ⚠ Caution $70.64 $35.32 $353.08 -399.8% 14.6% 7.4% -396.3 ✓ Pass
DVA DaVita Inc Health Care ⚠ Caution $138.24 $69.12 $173.82 -25.7% 9.8% 3.4% -399.7 Low ROIC · Low growth · Debt too high
FAST Fastenal Co Trading Companies & Distributors ✓ Rule #1 $9.95 $4.97 $51.26 -415.4% 30.9% 7.8% -403.6 ✓ Pass
EPAM Epam Systems Inc Technology ✓ Rule #1 $19.35 $9.68 $110.34 -470.2% 10.2% 15.5% -465.6 Low ROIC
COO Cooper Companies Inc Health Care ⚠ Caution $13.24 $6.62 $76.22 -475.5% 3.5% 11.0% -472.2 Low ROIC
MTD Mettler-toledo International Inc Life Sciences Tools & Services ⚠ Caution $691.02 $345.51 $1395.25 -101.9% 42.8% 5.5% -476.0 Debt too high
ORCL Oracle Corp Technology ✓ Rule #1 $25.08 $12.54 $146.47 -484.0% 9.9% 10.7% -480.8 Low ROIC · Debt too high
KEYS Keysight Technologies Inc Electrical Equipment ✓ Rule #1 $53.97 $26.98 $316.13 -485.8% 10.1% 5.0% -484.3 Low ROIC · Low growth
POOL Pool Corp Distributors ✓ Rule #1 $31.79 $15.89 $187.98 -491.4% 17.0% 6.1% -487.0 ✓ Pass
CHRW CH Robinson Worldwide Inc Logistics & Transportation ✓ Rule #1 $23.47 $11.73 $141.63 -503.5% 20.0% 0.0% -499.5 Low growth
VLTO Veralto Corp Commercial Services & Supplies ✓ Rule #1 $15.97 $7.99 $98.77 -518.4% 16.3% 4.8% -514.8 Low growth
CSX CSX Corp Road & Rail ✓ Rule #1 $7.28 $3.64 $51.59 -608.7% 9.0% 5.9% -606.9 Low ROIC
AJG Arthur J. Gallagher & Co. Insurance ✗ Wrong model $36.21 $18.11 $263.81 -628.5% 4.1% 14.8% -624.1 Low ROIC
EW Edwards Lifesciences Corp Health Care ⚠ Caution $11.93 $5.97 $89.79 -652.4% 9.8% 6.7% -650.4 Low ROIC
IEX IDEX Corp Machinery ✓ Rule #1 $30.98 $15.49 $234.39 -656.6% 8.3% 8.0% -654.2 Low ROIC
PM Philip Morris International Inc Tobacco ✓ Rule #1 $48.51 $24.25 $188.23 -288.1% 45.8% 7.2% -658.9 Debt too high
PG Procter & Gamble Co Consumer products ✓ Rule #1 $17.99 $9.00 $144.68 -704.2% 18.1% 2.7% -700.3 Low growth
CL Colgate-Palmolive Co Consumer products ✓ Rule #1 $91.08 26.5% 4.3% -716.1 Low growth · Debt too high
TSLA Tesla Inc Automobiles ⚠ Caution $43.06 $21.53 $362.86 -742.6% 4.2% 24.6% -735.2 Low ROIC
ADI Analog Devices Inc Semiconductors ⚠ Caution $43.89 $21.94 $373.09 -750.1% 5.3% 14.5% -745.8 Low ROIC
PEP PepsiCo Inc Beverages ✓ Rule #1 $16.86 $8.43 $143.48 -750.9% 11.8% 5.9% -749.1 Low ROIC
VRSN VeriSign, Inc Technology ✓ Rule #1 $31.70 $15.85 $281.80 -788.8% 66.1% 5.5% -760.1 ✓ Pass
EMN Eastman Chemical Co Chemicals ⚠ Caution $8.60 $4.30 $74.09 -761.1% 4.4% 0.7% -760.9 Low ROIC · Low growth
JBHT J B Hunt Transport Services Inc Road & Rail ✓ Rule #1 $30.63 $15.31 $275.45 -799.4% 11.9% 4.5% -798.0 Low ROIC · Low growth
BLDR Builders FirstSource Inc Building ⚠ Caution $7.68 $3.84 $70.21 -814.0% 5.0% 12.2% -810.4 Low ROIC
EFX Equifax Inc Professional Services ✓ Rule #1 $20.74 $10.37 $192.62 -828.8% 6.8% 8.0% -826.4 Low ROIC
HD Home Depot Inc Retail ✓ Rule #1 $35.41 $17.71 $335.61 -847.7% 20.6% 4.5% -848.8 Low growth · Debt too high
LKQ LKQ Corp Distributors ✓ Rule #1 $2.69 $1.35 $25.77 -856.7% 5.9% 3.3% -855.8 Low ROIC · Low growth
EMR Emerson Electric Co Electrical Equipment ✓ Rule #1 $16.10 $8.05 $157.26 -876.7% 6.9% 1.4% -876.3 Low ROIC · Low growth
LYV Live Nation Entertainment Inc Media ✓ Rule #1 $18.80 $9.40 $181.82 -867.1% 5.9% 68.4% -982.9 Low ROIC · Debt too high
HSIC Henry Schein Inc Health Care ⚠ Caution $6.75 $3.38 $88.50 -1210.8% 6.3% 5.4% -1209.2 Low ROIC
AMGN Amgen Inc Biotechnology ⚠ Caution $31.13 $15.57 $439.33 -1311.1% 12.2% 7.7% -1325.2 Debt too high
QCOM Qualcomm Inc Semiconductors ⚠ Caution $10.92 $5.46 $160.75 -1372.6% 15.4% 15.3% -1366.4 ✓ Pass
MKC McCormick & Company Inc Food Products ✓ Rule #1 $3.57 $1.79 $55.41 -1451.4% 8.1% 4.1% -1450.1 Low ROIC · Low growth
DLTR Dollar Tree Inc Retail ✓ Rule #1 $7.30 $3.65 $131.48 -1700.5% 20.7% -5.3% -1697.7 Low growth
STZ Constellation Brands Inc Beverages ✓ Rule #1 $5.72 $2.86 $135.66 -2269.9% 9.0% 1.2% -2269.6 Low ROIC · Low growth
TMO Thermo Fisher Scientific Inc Life Sciences Tools & Services ⚠ Caution $23.87 $11.94 $629.27 -2535.8% 7.2% 6.7% -2533.8 Low ROIC
AMD Advanced Micro Devices Inc Semiconductors ⚠ Caution $16.30 $8.15 $473.25 -2803.4% 6.6% 28.8% -2794.7 Low ROIC
BLK BlackRock Inc Financial Services ✗ Wrong model $37.49 $18.74 $1156.55 -2985.4% 8.1% 8.4% -2982.8 Low ROIC
LEN Lennar Corp Consumer products ✓ Rule #1 $0.78 $0.39 $87.02 -10986.3% 7.5% 8.7% -10983.7 Low ROIC