This refresh
Data-driven refresh May 19, 2026. Top 5 per bucket by live Bull Rankings score across a 5177-ticker universe covering every US-listed common stock on NYSE, NASDAQ, NYSE American, and NYSE Arca (2509 passed the market-cap / liquidity screen). Fundamentals sourced from Yahoo Finance quoteSummary + quarterly FCF reconstruction; narrative from Gemini (with data-driven fallback). Intraday re-ranking from a top-30 per-bucket shortlist.
Growth — high-quality compounders
1. KGC — Kinross Gold Corporation · score 98
Gold · price $28.51 · 1Y $40.55 · 5Y $45.92 · 10Y $67.49
FCF $3.0b B · Rev +60.8% A · D/E 0.08 A · P/E 12.1x B+ · PEG 1.12 B+
Why now. Kinross Gold Corporation, a leading gold producer, sells gold to refineries, banks, and other financial institutions, with a current price of $28.51 and a P/E of 12.1, indicating undervaluation. The company's 60.8% revenue growth rate and 36% profit margin are driven by its efficient operations and increasing demand for gold. With an analyst consensus 1-yr target of $40.55, the stock has significant upside potential.
Moat. Kinross Gold Corporation's durable competitive advantage lies in its low-cost gold production, with a debt-to-equity ratio of 0.08, allowing for flexibility in investing in new projects. The company's 35.5% ROE is attributed to its pricing power from category leadership in the gold mining industry, enabling it to maintain high margins. Additionally, Kinross's diverse portfolio of mines across the Americas, Africa, and Russia provides a stable source of revenue.
Risk. Kinross Gold Corporation faces risks from competitors such as Barrick Gold and Newmont Corporation, which could impact its market share. The company is also exposed to regulatory risks, particularly from the Environmental Protection Agency (EPA) and the Securities and Exchange Commission (SEC), which could affect its operations. Furthermore, the stock's beta of 1.37 indicates higher volatility, making it more susceptible to market fluctuations.
Horizon. 1-3 yr $40.55 (analyst consensus (n=11)) — fundamentals + valuation re-rating. 5 yr $45.92 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $67.49 if current growth sustains into durable earnings power.
2. PICS — PicS N.V. · score 96
Software - Infrastructure · price $10.80 · 1Y $22.38 · 5Y $17.39 · 10Y $25.57
FCF $169m C · Rev +68.7% A · D/E 0.41 B+ · P/E 6.5x A · PEG n/a
Why now. PicS N.V. is a growth company that sells software infrastructure solutions to various end markets, with a current price of $10.80 and a 68.7% revenue growth rate. The company has a 10.6% profit margin and a 40.4% ROE, driven by its high-quality products and customer base. With an analyst consensus 1-yr target of $22.38, the stock has a potential upside driven by its strong growth rate and expanding margins.
Moat. PicS N.V. has a durable competitive advantage driven by its high ROE of 40.4%, which is attributed to its pricing power from category leadership in software infrastructure. The company's 0.7 price-to-sales ratio and $1.39B market cap also indicate a strong market position. Additionally, its 10.6% profit margin suggests a cost advantage, which contributes to its high ROE.
Risk. The main risks for PicS N.V. include a debt-to-equity ratio of 0.41, which may increase the company's financial leverage. Additionally, the company's 6.5 P/E ratio may be considered low, which could indicate a potential undervaluation. Furthermore, the company's reliance on a few key customers and end markets may pose a risk to its revenue growth and profitability.
Horizon. 1-3 yr $22.38 (analyst consensus (n=9)) — fundamentals + valuation re-rating. 5 yr $17.39 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $25.57 if current growth sustains into durable earnings power.
3. OGC — OceanaGold Corporation · score 96
Gold · price $31.22 · 1Y $35.90 · 5Y $50.28 · 10Y $73.91
FCF $702m C+ · Rev +98.5% A · D/E 0.02 A · P/E 9.5x A- · PEG n/a
Why now. OceanaGold Corporation, a gold mining company, is currently trading at $31.22 with a P/E ratio of 9.5, indicating undervaluation. The company has achieved a 98.5% revenue growth rate over the past year, driven by its high-quality mining operations. With a 33.7% profit margin, OceanaGold has demonstrated its ability to generate significant earnings from its sales.
Moat. OceanaGold's durable competitive advantage stems from its low-cost mining operations, with a debt-to-equity ratio of 0.02, allowing the company to maintain financial flexibility. The company's 34.6% return on equity (ROE) is attributed to its pricing power, resulting from its category leadership in the gold mining industry. Additionally, OceanaGold's high free cash flow of $702.3 million enables the company to invest in growth initiatives and reward shareholders.
Risk. OceanaGold faces risks from its high beta of 1.53, making it more volatile than the overall market. The company is also exposed to fluctuations in gold prices, which can impact its revenue and profitability. Furthermore, OceanaGold's operations are subject to regulatory risks, particularly from environmental and safety regulations, which can increase costs and disrupt operations.
Horizon. 1-3 yr $35.90 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $50.28 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $73.91 if current growth sustains into durable earnings power.
4. DLO — DLocal Limited · score 95
Software - Infrastructure · price $11.52 · 1Y $17.65 · 5Y $18.55 · 10Y $27.27
FCF $374m C · Rev +54.9% A · D/E 0.20 A- · P/E 18.0x B · PEG n/a
Why now. DLocal Limited, a software infrastructure company, is currently trading at $11.52 with a 54.9% revenue growth rate and a 15.8% profit margin, driven by its high-quality compounder business model. The company's $17.65 analyst consensus 1-year target price suggests a potential upside, supported by its 35% ROE. DLO sells payment processing solutions to merchants in emerging markets, with a strong growth catalyst in the increasing demand for digital payments.
Moat. DLocal's durable competitive advantage lies in its 35% ROE, driven by pricing power from its category leadership in payment processing solutions. The company's high ROE is also attributed to its 15.8% profit margin, which is a result of its efficient operating model. Additionally, DLO's 2.8 price-to-sales ratio suggests a reasonable valuation, considering its high growth rate and profitability.
Risk. The main risks for DLO include competition from established players such as PayPal and Stripe, with a 1.02 beta indicating a relatively high market risk. Additionally, the company's 0.2 debt-to-equity ratio, although relatively low, may still pose a risk if interest rates rise. Regulatory risks, such as changes in payment processing regulations, may also impact DLO's business.
Horizon. 1-3 yr $17.65 (analyst consensus (n=10)) — fundamentals + valuation re-rating. 5 yr $18.55 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $27.27 if current growth sustains into durable earnings power.
5. EXE — Expand Energy Corporation · score 93
Oil & Gas E&P · price $98.45 · 1Y $132.12 · 5Y $158.55 · 10Y $233.07
FCF $2.8b B · Rev +41.0% A · D/E 0.26 A- · P/E 7.3x A · PEG 22.90 D
Why now. Expand Energy Corporation, an oil and gas exploration and production company, is poised for growth driven by its 41% revenue growth rate and 24.9% profit margin. With a current price of $98.45 and a 7.3 P/E ratio, the company's valuation is supported by its strong financials. The analyst consensus 1-yr target of $132.12 suggests a positive outlook for the company.
Moat. Expand Energy Corporation's durable competitive advantage stems from its 17.6% ROE, which is driven by its pricing power in the oil and gas market. The company's 1.8 P/S ratio and $2.8B in free cash flow also contribute to its competitive advantage. With a debt-to-equity ratio of 0.26, the company has a solid balance sheet to support its operations.
Risk. The company faces risks from its 0.35 beta, which indicates a relatively low level of volatility, but also suggests that the stock may not be as responsive to market movements. Additionally, the company's 22.9 PEG ratio may indicate that the stock is overvalued relative to its growth rate. Competitors such as ExxonMobil and Chevron may also pose a threat to Expand Energy Corporation's market share.
Horizon. 1-3 yr $132.12 (analyst consensus (n=25)) — fundamentals + valuation re-rating. 5 yr $158.55 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $233.07 if current growth sustains into durable earnings power.
Value — quality at a discount
1. PDD — PDD Holdings Inc. · score 102
Internet Retail · price $94.97 · 1Y $142.85 · 5Y $127.09 · 10Y $162.22
FCF $15.6b A- · Rev +12.0% B+ · D/E 0.01 A · P/E 9.8x A- · PEG 0.68 A-
Why now. PDD Holdings Inc., the parent company of Pinduoduo, an e-commerce platform selling goods to Chinese consumers, is undervalued given its 9.8 P/E ratio, 22.7% profit margin, and 12% revenue growth rate. The company's free cash flow of $15.55 billion and return on equity of 26.9% further support its attractive valuation. With an analyst consensus 1-yr target of $142.85, the stock has potential for re-rating.
Moat. PDD's durable competitive advantage stems from its strong position in the Chinese e-commerce market, with a large user base and 26.9% return on equity driven by pricing power from category leadership. The company's low debt-to-equity ratio of 0.01 and significant free cash flow also contribute to its moat, allowing it to invest in growth initiatives and maintain its market share.
Risk. Key risks for PDD include competition from other e-commerce players such as Alibaba and JD.com, regulatory risks from the Chinese government, and execution risks related to the company's international expansion plans. Additionally, the company's 0.03 beta and low debt-to-equity ratio may not fully capture potential risks, and the 9.8 P/E ratio may be subject to multiple compression if growth slows.
Horizon. 1-3 yr $142.85 (analyst consensus (n=33)) — multiple re-rating thesis requires a catalyst. 5 yr $127.09 at ~6% CAGR — dividend + buyback compounding. 10 yr $162.22 if the moat survives secular pressure.
2. AU — AngloGold Ashanti plc · score 101
Gold · price $93.47 · 1Y $123.29 · 5Y $125.08 · 10Y $159.66
FCF $4.2b B · Rev +64.9% A · D/E 0.22 A- · P/E 13.7x B+ · PEG 0.78 A-
Why now. AngloGold Ashanti plc, a gold mining company selling to refineries and mints, is undervalued given its 13.7 P/E and 0.78 PEG ratio, with a 31.1% profit margin driving free cash flow of $4.194B. The setup rewards patience as management has demonstrated the ability to maintain high margins and generate significant cash flow, which could lead to a re-rating towards the analyst consensus target of $123.29.
Moat. AngloGold Ashanti's durable competitive advantage stems from its 43% ROE, driven by pricing power from its category leadership in gold mining, with a debt-to-equity ratio of 0.22 providing a cost advantage. The company's ability to maintain high margins and generate significant cash flow is also supported by its 64.9% revenue growth over the past year, demonstrating its ability to capitalize on favorable market conditions.
Risk. The main risks facing AngloGold Ashanti include the volatility of gold prices, with competitors such as Barrick Gold and Newmont Corporation, and regulatory risks from agencies such as the SEC and environmental regulators. Additionally, the company's 0.62 beta indicates a relatively low level of market risk, but the $75–$155 analyst target range suggests a high degree of uncertainty among analysts, with a potential downside risk if the company fails to meet its growth expectations.
Horizon. 1-3 yr $123.29 (analyst consensus (n=7)) — multiple re-rating thesis requires a catalyst. 5 yr $125.08 at ~6% CAGR — dividend + buyback compounding. 10 yr $159.66 if the moat survives secular pressure.
3. ADBE — Adobe Inc. · score 98
Software - Application · price $255.64 · 1Y $327.28 · 5Y $342.10 · 10Y $436.67
FCF $10.3b A- · Rev +12.0% B+ · D/E 0.58 B+ · P/E 14.9x B+ · PEG 0.73 A-
Why now. Adobe Inc., a leading provider of software applications to creative professionals, marketers, and enterprises, is currently undervalued with a 14.9 P/E ratio and a 0.73 PEG ratio, considering its 12% revenue growth rate. The company's current price of $255.64 is significantly below the analyst consensus 1-yr target, presenting a re-rating opportunity. With a strong free cash flow of $10.317 billion, Adobe has the potential to reward shareholders through buybacks and dividends.
Moat. Adobe's durable competitive advantage stems from its pricing power in the creative software market, with a 58.8% ROE driven by its category leadership in products like Photoshop and Illustrator. The company's large customer base and high switching costs, combined with its extensive network effects and cost advantages, make it difficult for competitors to gain significant market share. Additionally, Adobe's unique distribution channels and regulatory protection through its intellectual property portfolio further reinforce its moat.
Risk. The primary risks facing Adobe include competition from other software providers like Microsoft and Autodesk, with a 1.42 beta indicating volatility in the stock price. Furthermore, the company's 0.58 debt-to-equity ratio, although manageable, requires careful monitoring to avoid any potential disruptions to its operations. Regulatory risks, particularly from antitrust authorities like the FTC, also pose a threat to Adobe's market position and pricing power.
Horizon. 1-3 yr $327.28 (analyst consensus (n=34)) — multiple re-rating thesis requires a catalyst. 5 yr $342.10 at ~6% CAGR — dividend + buyback compounding. 10 yr $436.67 if the moat survives secular pressure.
4. BZ — KANZHUN LIMITED · score 98
Internet Content & Information · price $14.16 · 1Y $21.67 · 5Y $18.95 · 10Y $24.19
FCF $652m C+ · Rev +14.0% B+ · D/E 0.01 A · P/E 16.3x B+ · PEG 0.16 A
Why now. KANZHUN LIMITED, an online education platform, trades at a current price of $14.16, with a P/E of 16.3 and a PEG ratio of 0.16, indicating undervaluation. The company's revenue growth rate of 14% and profit margin of 33.1% suggest a strong franchise. With an analyst consensus 1-yr target of $21.67, the stock has significant upside potential.
Moat. KANZHUN LIMITED's durable competitive advantage stems from its high ROE of 15.4%, driven by its pricing power in the online education market. The company's low debt-to-equity ratio of 0.01 and high profit margin also contribute to its moat. Additionally, its strong free cash flow generation, with $651.7 million in FCF over the last 12 months, enables the company to invest in growth initiatives and return capital to shareholders.
Risk. Key risks for KANZHUN LIMITED include intense competition from other online education platforms, regulatory risks from Chinese authorities, and execution risks related to the company's ability to maintain its growth trajectory. The company's beta of 0.48 suggests a relatively low level of market risk, but its dependence on the Chinese market poses a significant geopolitical risk.
Horizon. 1-3 yr $21.67 (analyst consensus (n=21)) — multiple re-rating thesis requires a catalyst. 5 yr $18.95 at ~6% CAGR — dividend + buyback compounding. 10 yr $24.19 if the moat survives secular pressure.
5. INCY — Incyte Corporation · score 97
Biotechnology · price $95.19 · 1Y $108.50 · 5Y $127.39 · 10Y $162.60
FCF $1.4b C+ · Rev +20.9% A- · D/E 0.01 A · P/E 13.4x B+ · PEG 0.36 A
Why now. Incyte Corporation, a biotechnology company selling treatments for various diseases, including cancer and autoimmune disorders, to healthcare providers and patients in the global pharmaceutical market, is currently undervalued with a 13.4 P/E ratio and a 0.36 PEG ratio, indicating statistical cheapness. The company's 20.9% revenue growth rate is driven by its successful treatments and a strong product pipeline. With an analyst consensus 1-yr target of $108.50 and a current price of $95.19, the setup rewards patience.
Moat. Incyte's durable competitive advantage stems from its high-margin treatments, such as Jakafi, and its strong research and development capabilities, resulting in a 30.8% ROE. The company's pricing power, driven by its category leadership in certain disease treatments, contributes to its high profit margins. Additionally, Incyte's low debt-to-equity ratio of 0.01 provides financial flexibility to invest in its business and return value to shareholders.
Risk. Key risks for Incyte include competition from other biotechnology companies, such as Gilead Sciences and Bristol Myers Squibb, and regulatory risks from agencies like the FDA. Additionally, the company's reliance on a few key products, such as Jakafi, poses a risk if sales decline or if the products face increased competition. Incyte's 0.8 beta also indicates a relatively low level of market risk, but the company's 13.4 P/E ratio is not extremely low, leaving some room for multiple compression if growth slows.
Horizon. 1-3 yr $108.50 (analyst consensus (n=22)) — multiple re-rating thesis requires a catalyst. 5 yr $127.39 at ~6% CAGR — dividend + buyback compounding. 10 yr $162.60 if the moat survives secular pressure.
Speculative — asymmetric upside
1. BILL — BILL Holdings, Inc. · score 87
Software - Application · price $38.52 · 1Y $55.14 · 5Y $77.48 · 10Y $201.61
FCF $327m C · Rev +13.5% B+ · D/E 0.50 B+ · P/S 2.4x A- · PEG 0.38 A
Why now. BILL Holdings, Inc., a software application company, currently trades at $38.52 with a 13.5% revenue growth rate and a 0.38 PEG ratio, indicating a potential undervaluation. The company's $55.14 analyst consensus 1-yr target suggests a significant upside. BILL sells financial software to businesses, and its growth is driven by the increasing demand for digital payment solutions.
Moat. BILL's moat lies in its software's ability to streamline financial operations for businesses, with a 2.4 price-to-sales ratio indicating a reasonable valuation. The company's free cash flow of $326.6 million and a debt-to-equity ratio of 0.5 demonstrate its financial health. BILL's software has a high switching cost, as businesses are unlikely to change their financial systems frequently, providing a competitive advantage.
Risk. BILL faces risks from competitors such as Intuit and Sage, which could impact its market share. The company's 1.22 beta indicates a higher volatility compared to the market. Additionally, the lack of profitability, with a 0% profit margin, poses a significant risk to the company's long-term sustainability.
Horizon. 1-3 yr $55.14 (analyst consensus (n=21)) — catalyst-driven; binary events dominate. 5 yr $77.48 — requires the platform / technology to reach commercial scale. 10 yr $201.61 — return distribution heavily skewed.
2. OMC — Omnicom Group Inc. · score 86
Advertising Agencies · price $73.14 · 1Y $99.80 · 5Y $147.11 · 10Y $382.80
FCF $3.0b B · Rev +69.2% A · D/E 1.11 C+ · P/S 1.1x A- · PEG 15.97 D
Why now. Omnicom Group Inc., a leading advertising agency, is currently trading at $73.14 with a 69.2% revenue growth rate and a 1.1 price-to-sales ratio, indicating a high-growth profile. The company's $2.99B free cash flow and 15.97 PEG ratio suggest a potentially undervalued stock. As a spec name, OMC's growth is driven by its ability to adapt to changing market trends and its strong position in the advertising industry.
Moat. Omnicom Group Inc.'s durable competitive advantage lies in its extensive network of advertising agencies and its ability to provide a wide range of services to its clients. With a 2% return on equity, the company's profitability is driven by its cost advantages and its ability to maintain a strong market share. Additionally, OMC's 0.3% profit margin and 1.11 debt-to-equity ratio indicate a stable financial position.
Risk. The main risks facing Omnicom Group Inc. are its high debt-to-equity ratio of 1.11 and its dependence on a few large clients. The company also faces competition from other major advertising agencies, such as WPP and Interpublic Group. Furthermore, the 0.68 beta indicates a relatively low volatility, but the company's stock price can still be affected by market fluctuations.
Horizon. 1-3 yr $99.80 (analyst consensus (n=10)) — catalyst-driven; binary events dominate. 5 yr $147.11 — requires the platform / technology to reach commercial scale. 10 yr $382.80 — return distribution heavily skewed.
3. CRC — California Resources Corporation · score 83
Oil & Gas E&P · price $62.50 · 1Y $80.91 · 5Y $125.71 · 10Y $327.11
FCF $865m C+ · Rev +6.7% C+ · D/E 0.47 B+ · P/S 1.6x A- · PEG 0.28 A
Why now. California Resources Corporation, an oil and gas exploration and production company, sells its products to various end markets, including refineries and power plants, with a current price of $62.50. The company's 6.7% revenue growth rate and $865,000,000 in free cash flow are notable, as are the 80.91 analyst consensus 1-yr target and 0.28 PEG ratio, which suggest a potential for growth. As a spec name, CRC's binary setup relies on the company's ability to navigate the high-risk, high-reward oil and gas industry.
Moat. CRC's durable competitive advantage lies in its cost advantages, with a debt-to-equity ratio of 0.47, and its ability to generate free cash flow, which can be used to invest in new projects or return value to shareholders. The company's 1.6 price-to-sales ratio and 0.96 beta also suggest a relatively stable business. Additionally, CRC's -13.4% profit margin and -14.4% return on equity indicate a need for improvement, but also potential for growth.
Risk. CRC faces risks from competitors such as Chevron and ExxonMobil, as well as regulatory risks from agencies such as the EPA. The company's 0.47 debt-to-equity ratio and 0.96 beta also suggest some level of financial risk. Furthermore, the oil and gas industry is subject to cyclical fluctuations in commodity prices, which can impact CRC's revenue and profitability.
Horizon. 1-3 yr $80.91 (analyst consensus (n=11)) — catalyst-driven; binary events dominate. 5 yr $125.71 — requires the platform / technology to reach commercial scale. 10 yr $327.11 — return distribution heavily skewed.
4. JAZZ — Jazz Pharmaceuticals plc · score 83
Biotechnology · price $229.55 · 1Y $241.76 · 5Y $461.71 · 10Y $1,201
FCF $1.1b C+ · Rev +19.1% B+ · D/E 1.20 C+ · P/S 3.2x B · PEG 0.96 B+
Why now. Jazz Pharmaceuticals plc, a biotechnology company selling sleep and hematology/oncology products to hospitals and pharmacies, is set up for growth driven by its 19.1% revenue growth rate and $1.14B free cash flow. With an analyst consensus 1-yr target of $241.76, the company's current price of $229.55 presents an opportunity. The growth rate is driven by the company's ability to redirect free cash flow into buybacks, compressing share count into a growing earnings base.
Moat. Jazz Pharmaceuticals' durable competitive advantage lies in its ability to generate a 0.7% profit margin and 0.7% ROE, driven by its pricing power in the sleep and hematology/oncology markets. The company's products, such as those for sleep disorders, have high switching costs, making it difficult for customers to switch to competitors. Additionally, the company's regulatory protection and IP provide a barrier to entry for new competitors.
Risk. The company faces risks from competitors such as Pfizer and Novartis, as well as regulatory risks from the FDA. The company's 1.2 debt-to-equity ratio and 0.27 beta also pose risks. If the company fails to execute on its growth strategy, it could lead to a decline in revenue and profitability, disrupting the company's ability to generate free cash flow and invest in new products.
Horizon. 1-3 yr $241.76 (analyst consensus (n=17)) — catalyst-driven; binary events dominate. 5 yr $461.71 — requires the platform / technology to reach commercial scale. 10 yr $1,201 — return distribution heavily skewed.
5. TEAM — Atlassian Corporation · score 83
Software - Application · price $89.44 · 1Y $143.18 · 5Y $179.89 · 10Y $468.09
FCF $1.2b C+ · Rev +31.7% A · D/E 1.41 C+ · P/S 3.7x B · PEG 0.68 A-
Why now. Atlassian Corporation, a software application company, sells products like Jira and Trello to teams and organizations, driving a 31.7% revenue growth rate. With a $89.44 current price and a $143.18 analyst consensus 1-yr target, the setup is compelling for a high-risk, high-reward investment. The company's free cash flow of $1.2B and a profit margin of -3.5% indicate a need for improvement in profitability, but the growth rate and analyst target suggest potential for upside.
Moat. Atlassian's durable competitive advantage lies in its high-switching-cost products like Jira and Trello, which have a strong presence in the software development and project management markets. The company's -19.3% ROE is a concern, but its 0.9 beta and 1.41 debt-to-equity ratio suggest a relatively stable financial position. The network effects of its products, with a large user base, contribute to its competitive advantage.
Risk. The main risks for Atlassian Corporation include competition from companies like Microsoft and Google, regulatory risks from bodies like the SEC, and execution risks related to its ability to improve profitability. The company's 1.41 debt-to-equity ratio and -3.5% profit margin are areas of concern, and any disruption to its high-growth products could impact its valuation.
Horizon. 1-3 yr $143.18 (analyst consensus (n=31)) — catalyst-driven; binary events dominate. 5 yr $179.89 — requires the platform / technology to reach commercial scale. 10 yr $468.09 — return distribution heavily skewed.
Methodology footnote
Every pick on this list comes out of the same seven-grade quantitative model applied to every US-listed common stock with a market cap above $1B. Each pick's score breakdown is auditable from the home page — click the ticker on the rankings page to see exactly which grades and adjustments produced the number. Not investment advice. See terms for full disclosures.