This refresh
Data-driven refresh May 27, 2026. Top 5 per bucket by live Bull Rankings score across a 5186-ticker universe covering every US-listed common stock on NYSE, NASDAQ, NYSE American, and NYSE Arca (2429 passed the market-cap / liquidity screen). Fundamentals sourced from Yahoo Finance quoteSummary + quarterly FCF reconstruction; narrative authored by Groq (with Gemini and data-driven fallbacks). Intraday re-ranking from a top-30 per-bucket shortlist.
Growth — high-quality compounders
1. KGC — Kinross Gold Corporation · score 98
Gold · price $28.80 · 1Y $41.23 · 5Y $46.39 · 10Y $68.19
FCF $3.0b B · Rev +36.9% A · D/E 0.08 A · P/E 12.3x B+ · PEG 1.12 B+
Why now. Gold · market cap $34.4b. Down 26% from 52-week high of $39.11 — deep drawdown territory. Revenue growing +37% — in hypergrowth territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $41.23 (implying +43% upside).
Moat. Net margin 36% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 106% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Horizon. 1-3 yr $41.23 (analyst consensus (n=11)) — fundamentals + valuation re-rating. 5 yr $46.39 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $68.19 if current growth sustains into durable earnings power.
2. OGC — OceanaGold Corporation · score 96
Gold · price $29.73 · 1Y $34.20 · 5Y $47.89 · 10Y $70.39
FCF $702m C+ · Rev +46.3% A · D/E 0.02 A · P/E 9.1x A- · PEG n/a
Why now. Gold · market cap $6.7b. Down 31% from 52-week high of $43.33 — deep drawdown territory. Revenue growing +46% — in hypergrowth territory.
Moat. Net margin 34% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.53 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Horizon. 1-3 yr $34.20 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $47.89 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $70.39 if current growth sustains into durable earnings power.
3. PICS — PicS N.V. · score 96
Software - Infrastructure · price $10.88 · 1Y $22.14 · 5Y $17.52 · 10Y $25.76
FCF $168m C · Rev +65.0% A · D/E 0.41 B+ · P/E 6.5x A · PEG n/a
Why now. Software - Infrastructure · market cap $1.4b. Down 45% from 52-week high of $19.95 — deep drawdown territory. Revenue growing +65% — in hypergrowth territory. 9 sell-side analysts publish a mean 1-yr target of $22.14 (implying +104% upside).
Moat. ROE 40% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk. Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon. 1-3 yr $22.14 (analyst consensus (n=9)) — fundamentals + valuation re-rating. 5 yr $17.52 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $25.76 if current growth sustains into durable earnings power.
4. DLO — DLocal Limited · score 95
Software - Infrastructure · price $11.56 · 1Y $17.65 · 5Y $18.62 · 10Y $27.37
FCF $374m C · Rev +46.6% A · D/E 0.20 A- · P/E 18.1x B · PEG n/a
Why now. Software - Infrastructure · market cap $3.4b. Down 31% from 52-week high of $16.78 — deep drawdown territory. Revenue growing +47% — in hypergrowth territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $17.65 (implying +53% upside).
Moat. Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 195% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon. 1-3 yr $17.65 (analyst consensus (n=10)) — fundamentals + valuation re-rating. 5 yr $18.62 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $27.37 if current growth sustains into durable earnings power.
5. EXE — Expand Energy Corporation · score 94
Oil & Gas E&P · price $93.48 · 1Y $130.16 · 5Y $150.55 · 10Y $221.30
FCF $2.8b B · Rev +188.8% A · D/E 0.26 A- · P/E 7.0x A · PEG 21.99 D
Why now. Oil & Gas E&P · market cap $22.4b. Down 26% from 52-week high of $126.62 — deep drawdown territory. Revenue growing +189% — in hypergrowth territory. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $130.16 (implying +39% upside).
Moat. Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Horizon. 1-3 yr $130.16 (analyst consensus (n=25)) — fundamentals + valuation re-rating. 5 yr $150.55 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $221.30 if current growth sustains into durable earnings power.
Value — quality at a discount
1. AU — AngloGold Ashanti plc · score 101
Gold · price $95.59 · 1Y $123.29 · 5Y $127.93 · 10Y $163.29
FCF $4.2b B · Rev +70.8% A · D/E 0.22 A- · P/E 14.0x B+ · PEG 0.78 A-
Why now. Gold · market cap $48.3b. Down 26% from 52-week high of $129.14 — deep drawdown territory. Revenue growing +71% — in hypergrowth territory. PEG 0.78 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $123.29 (implying +29% upside).
Moat. Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 43% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 121% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Horizon. 1-3 yr $123.29 (analyst consensus (n=7)) — multiple re-rating thesis requires a catalyst. 5 yr $127.93 at ~6% CAGR — dividend + buyback compounding. 10 yr $163.29 if the moat survives secular pressure.
2. PDD — PDD Holdings Inc. · score 101
Internet Retail · price $85.72 · 1Y $143.27 · 5Y $114.71 · 10Y $146.42
FCF $15.6b A- · Rev +9.7% B · D/E 0.01 A · P/E 8.8x A- · PEG 0.69 A-
Why now. Internet Retail · market cap $122.0b. Down 39% from 52-week high of $139.41 — deep drawdown territory. PEG 0.69 — paying under fair value for the growth rate. 33 sell-side analysts rate this a Buy with a mean 1-yr target of $143.27 (implying +67% upside).
Moat. Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 108% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Horizon. 1-3 yr $143.27 (analyst consensus (n=33)) — multiple re-rating thesis requires a catalyst. 5 yr $114.71 at ~6% CAGR — dividend + buyback compounding. 10 yr $146.42 if the moat survives secular pressure.
3. ADBE — Adobe Inc. · score 98
Software - Application · price $238.99 · 1Y $327.28 · 5Y $319.82 · 10Y $408.23
FCF $10.3b A- · Rev +10.5% B · D/E 0.58 B+ · P/E 13.9x B+ · PEG 0.68 A-
Why now. Software - Application · market cap $96.6b. Down 43% from 52-week high of $421.48 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. PEG 0.68 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Hold with a mean 1-yr target of $327.28 (implying +37% upside).
Moat. Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 59% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 143% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.42 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon. 1-3 yr $327.28 (analyst consensus (n=34)) — multiple re-rating thesis requires a catalyst. 5 yr $319.82 at ~6% CAGR — dividend + buyback compounding. 10 yr $408.23 if the moat survives secular pressure.
4. INCY — Incyte Corporation · score 98
Biotechnology · price $97.44 · 1Y $107.96 · 5Y $130.40 · 10Y $166.44
FCF $1.4b C+ · Rev +21.2% A- · D/E 0.01 A · P/E 13.8x B+ · PEG 0.36 A
Why now. Biotechnology · market cap $19.5b. 13% off the 52-week high of $112.29. Revenue growing +21%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $107.96 (implying +11% upside).
Moat. Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 99% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Reimbursement risk — even an approved drug can fail commercially if payors don't reimburse; pricing pressure from Medicare and large PBMs has been accelerating since 2024.
Horizon. 1-3 yr $107.96 (analyst consensus (n=24)) — multiple re-rating thesis requires a catalyst. 5 yr $130.40 at ~6% CAGR — dividend + buyback compounding. 10 yr $166.44 if the moat survives secular pressure.
5. BZ — KANZHUN LIMITED · score 97
Internet Content & Information · price $13.39 · 1Y $21.24 · 5Y $17.93 · 10Y $22.88
FCF $681m C+ · Rev +12.4% B+ · D/E 0.01 A · P/E 12.6x B+ · PEG 0.17 A
Why now. Internet Content & Information · market cap $6.1b. Down 47% from 52-week high of $25.26 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. PEG 0.17 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $21.24 (implying +59% upside).
Moat. Net margin 40% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 137% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Horizon. 1-3 yr $21.24 (analyst consensus (n=21)) — multiple re-rating thesis requires a catalyst. 5 yr $17.93 at ~6% CAGR — dividend + buyback compounding. 10 yr $22.88 if the moat survives secular pressure.
Speculative — asymmetric upside
1. BILL — BILL Holdings, Inc. · score 88
Software - Application · price $35.08 · 1Y $55.10 · 5Y $70.56 · 10Y $183.60
FCF $327m C · Rev +13.4% B+ · D/E 0.50 B+ · P/S 2.2x A- · PEG 0.36 A
Why now. Software - Application · market cap $3.5b. Down 39% from 52-week high of $57.21 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $55.10 (implying +57% upside).
Moat. FCF converts 200372% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 0.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 0% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Horizon. 1-3 yr $55.10 (analyst consensus (n=21)) — catalyst-driven; binary events dominate. 5 yr $70.56 — requires the platform / technology to reach commercial scale. 10 yr $183.60 — return distribution heavily skewed.
2. WIX — Wix.com Ltd. · score 86
Software - Infrastructure · price $54.83 · 1Y $86.75 · 5Y $110.27 · 10Y $286.95
FCF $505m C+ · Rev +13.2% B+ · D/E n/a · P/S 1.1x A- · PEG 0.13 A
Why now. Software - Infrastructure · market cap $2.3b. Down 71% from 52-week high of $190.93 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.13 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $86.75 (implying +58% upside).
Moat. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk. Currently unprofitable (margin -2.0%) — path to GAAP profitability is the core thesis risk. Down 71% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon. 1-3 yr $86.75 (analyst consensus (n=20)) — catalyst-driven; binary events dominate. 5 yr $110.27 — requires the platform / technology to reach commercial scale. 10 yr $286.95 — return distribution heavily skewed.
3. INTA — Intapp, Inc. · score 85
Software - Application · price $19.13 · 1Y $34.57 · 5Y $38.48 · 10Y $100.12
FCF $128m C · Rev +17.1% B+ · D/E 0.06 A · P/S 2.6x A- · PEG 0.38 A
Why now. Software - Application · market cap $1.5b. Down 67% from 52-week high of $58.79 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. PEG 0.38 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $34.57 (implying +81% upside).
Moat. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk. Currently unprofitable (margin -6.5%) — path to GAAP profitability is the core thesis risk. Down 67% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -9% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Horizon. 1-3 yr $34.57 (analyst consensus (n=7)) — catalyst-driven; binary events dominate. 5 yr $38.48 — requires the platform / technology to reach commercial scale. 10 yr $100.12 — return distribution heavily skewed.
4. SVM — Silvercorp Metals Inc. · score 84
Silver · price $12.00 · 1Y $16.20 · 5Y $24.14 · 10Y $62.81
FCF $159m C · Rev +46.6% A · D/E 0.11 A- · P/S 6.0x B- · PEG n/a
Why now. Silver · market cap $2.7b. Down 24% from 52-week high of $15.77 — deep drawdown territory. Revenue growing +47% — in hypergrowth territory.
Moat. Speculative bucket — the moat thesis is forward-looking; without proven margin structure or capital efficiency yet, the durability argument is about IP / network effects / first-mover position that the company hasn't fully monetized.
Risk. Currently unprofitable (margin -2.3%) — path to GAAP profitability is the core thesis risk. ROE 3% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
Horizon. 1-3 yr $16.20 (structural (no analyst coverage)) — catalyst-driven; binary events dominate. 5 yr $24.14 — requires the platform / technology to reach commercial scale. 10 yr $62.81 — return distribution heavily skewed.
5. TWLO — Twilio Inc. · score 83
Software - Infrastructure · price $182.60 · 1Y $195.09 · 5Y $367.28 · 10Y $955.72
FCF $899m C+ · Rev +13.7% B+ · D/E 0.14 A- · P/S 5.2x B · PEG 0.35 A
Why now. Software - Infrastructure · market cap $27.7b. 10% off the 52-week high of $203.71. Revenue growing +14%, comfortably above the S&P median. PEG 0.35 — paying under fair value for the growth rate. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $195.09 (implying +7% upside).
Moat. FCF converts 865% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk. Net margin 2.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 1% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. SaaS displacement — recurring revenue is sticky in good times but accelerates in churn during a downturn as customers consolidate vendors and renegotiate seat counts.
Horizon. 1-3 yr $195.09 (analyst consensus (n=28)) — catalyst-driven; binary events dominate. 5 yr $367.28 — requires the platform / technology to reach commercial scale. 10 yr $955.72 — 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.