This refresh
Data-driven refresh June 2, 2026. Top 5 per bucket by live Bull Rankings score across a 5181-ticker universe covering every US-listed common stock on NYSE, NASDAQ, NYSE American, and NYSE Arca (2544 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 99
Gold · price $29.14 · 1Y $41.36 · 5Y $46.93 · 10Y $68.98
FCF $3.0b B · Rev +36.9% A · D/E 0.08 A- · P/E 12.4x A- · PEG 1.12 B+
Why now. Kinross Gold Corporation, a precious metals miner, presents a compelling growth setup with a remarkable 36.9% revenue growth rate and an impressive 36% profit margin. At a current price of $29.14, the stock trades at a reasonable 12.4x P/E, suggesting its substantial free cash flow of $3.0b is not fully priced in. The structural catalyst for KGC is the sustained global demand for gold, driven by its role as a hedge against inflation and geopolitical uncertainty, ensuring consistent commodity prices.
Moat. Kinross's competitive advantage in the gold sector stems from its operational efficiency and access to high-grade, low-cost reserves, which directly translates into its exceptional 35.5% Return on Equity. This allows the company to generate substantial free cash flow even amidst fluctuating gold prices, effectively creating a cost advantage over less efficient producers. The capital-intensive nature of mining infrastructure and the long lead times for permitting new projects create significant barriers to entry for potential competitors.
Risk. The primary risk for Kinross Gold Corporation is the inherent volatility of gold prices, which directly impacts revenue and profitability, as reflected by its elevated 1.37 beta. While its debt-to-equity ratio of 0.08 is low, a sustained downturn in commodity markets could pressure margins and capital allocation. Furthermore, the company faces ongoing regulatory and environmental scrutiny common to the mining sector, with potential for operational disruptions or increased compliance costs from various national and international bodies.
Horizon. 1-3 yr $41.36 (analyst consensus (n=11)) — fundamentals + valuation re-rating. 5 yr $46.93 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $68.98 if current growth sustains into durable earnings power.
2. FSM — Fortuna Mining Corp. · score 97
Gold · price $9.88 · 1Y $11.36 · 5Y $15.91 · 10Y $23.39
FCF $563m C+ · Rev +39.8% A · D/E 0.11 A- · P/E 9.1x A · PEG n/a
Why now. Fortuna Mining Corp. is a compelling growth play in the Gold sector, currently trading at $9.88. The company demonstrates exceptional operational efficiency, evidenced by a robust 39.8% revenue growth year-over-year and a strong 31.1% profit margin. This combination of rapid expansion and high profitability, alongside a healthy $563m in free cash flow, positions FSM as a high-quality compounder benefiting from structural demand for precious metals.
Moat. FSM's 22% Return on Equity (ROE) is a testament to its superior asset base and operational execution within the capital-intensive gold mining industry. This high ROE likely stems from access to high-grade ore bodies, efficient extraction techniques, and disciplined cost management, allowing the company to generate substantial returns on invested capital. Its ability to consistently deliver strong profitability in a cyclical sector suggests a competitive edge in resource quality or production efficiency.
Risk. The primary risks for Fortuna Mining Corp. include its high market sensitivity, indicated by a beta of 2.09, which exposes investors to significant price volatility. As a gold miner, FSM is inherently susceptible to fluctuations in global commodity prices, which can impact revenue and profitability despite operational efficiencies. Furthermore, the limited analyst coverage (only 1 analyst with a "none" recommendation) suggests lower institutional visibility and potentially less efficient price discovery compared to more widely followed peers.
Horizon. 1-3 yr $11.36 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $15.91 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $23.39 if current growth sustains into durable earnings power.
3. DLO — DLocal Limited · score 96
Software - Infrastructure · price $12.02 · 1Y $17.35 · 5Y $19.36 · 10Y $28.46
FCF $374m C · Rev +46.6% A · D/E 0.20 B+ · P/E 18.8x A- · PEG n/a
Why now. DLocal Limited (DLO) presents a compelling growth opportunity, leveraging its payment infrastructure to serve businesses operating in emerging markets. The company's impressive 46.6% FY YoY revenue growth underscores the strong demand for its specialized solutions, while its TTM P/E of 18.8 suggests a reasonable valuation for such rapid expansion. With $374m in TTM free cash flow against a $3.5b market cap, DLO demonstrates robust profitability and cash generation, driven by the ongoing secular trend of digital payment adoption in underserved regions.
Moat. DLocal's competitive advantage stems from its specialized payment infrastructure tailored for the complexities of emerging markets, creating high switching costs for its business customers who rely on seamless cross-border transactions. This deep integration and localized expertise, which is difficult for new entrants to replicate, is a key driver of its exceptional 35% Return on Equity. The company benefits from a network effect as more merchants and payment methods integrate into its platform, enhancing its value proposition and further solidifying its market position in these fragmented payment landscapes.
Risk. DLocal faces material risks from the inherent volatility of the emerging markets it serves, where economic or political instability could disrupt payment flows and impact transaction volumes. While its current P/E of 18.8 is reasonable for its growth, any deceleration from the 46.6% revenue growth rate could lead to significant multiple compression. Furthermore, the competitive landscape for payment infrastructure remains dynamic, and increased competition from global or local players could pressure DLO's profit margins of 15.8% over time.
Horizon. 1-3 yr $17.35 (analyst consensus (n=10)) — fundamentals + valuation re-rating. 5 yr $19.36 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $28.46 if current growth sustains into durable earnings power.
4. PICS — PicS N.V. · score 96
Software - Infrastructure · price $11.07 · 1Y $22.28 · 5Y $17.83 · 10Y $26.21
FCF $168m C · Rev +65.0% A · D/E 0.41 B · P/E 6.7x A · PEG n/a
Why now. PicS N.V. (PICS) operates in the critical Software - Infrastructure sector, providing essential digital backbone services to organizations. The company presents a compelling growth-at-a-discount setup, trading at a mere 0.7x P/S and 6.7x P/E despite delivering exceptional 65% FY YoY revenue growth. This combination suggests the market is underappreciating its rapid expansion in a structurally growing market for foundational software solutions.
Moat. PicS N.V. benefits from high switching costs inherent in infrastructure software, where deep integration into client operations makes replacing solutions costly and disruptive. The company's impressive 40.4% Return on Equity reflects its ability to generate significant profits from its capital base, likely stemming from the mission-critical nature of its offerings and the recurring revenue streams typical of the Software - Infrastructure sector, enabling efficient capital reinvestment and pricing power.
Risk. The primary risk for PicS N.V. lies in the sustainability of its high growth rate, as the current low P/E of 6.7 could signal market skepticism about future deceleration. While the debt-to-equity ratio of 0.41 is manageable, aggressive expansion in a competitive Software - Infrastructure market could necessitate further borrowing or dilute equity. Additionally, the company faces intense competition from established and emerging players, which could pressure its 10.6% profit margin if pricing becomes a key battleground.
Horizon. 1-3 yr $22.28 (analyst consensus (n=9)) — fundamentals + valuation re-rating. 5 yr $17.83 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $26.21 if current growth sustains into durable earnings power.
5. ACN — Accenture plc · score 95
Information Technology Services · price $196.59 · 1Y $244.86 · 5Y $316.61 · 10Y $465.40
FCF $12.5b A- · Rev +7.4% B · D/E 0.25 B · P/E 16.1x A- · PEG 1.32 B
Why now. Accenture plc (ACN) is a critical enabler in the Information Technology Services sector, currently trading at $196.59. Despite a healthy 7.4% FY YoY revenue growth, its TTM P/E of 16.1 suggests a reasonable valuation for a company generating substantial free cash flow of $12.5 billion. ACN's business involves guiding global enterprises through complex digital transformations, cloud migrations, and AI integration, tapping into a secular demand for advanced technological expertise and managed services.
Moat. Accenture's competitive advantage stems from its deep integration into clients' mission-critical operations and its specialized, broad-based expertise across diverse industries and technologies. This creates significant switching costs for clients, who rely on ACN for strategic advice and complex system implementations. The company's impressive 24.8% Return on Equity reflects its ability to command premium pricing and efficiently deploy capital, driven by its reputation for delivering high-value, customized solutions that are difficult for competitors to replicate at scale.
Risk. The primary risks for Accenture include intense competition within the Information Technology Services sector, which can pressure margins and pricing power. A global economic slowdown could also reduce client spending on discretionary IT projects, impacting ACN's 7.4% revenue growth trajectory. While debt-to-equity is low at 0.25, the company's beta of 1.07 indicates its stock price is moderately more volatile than the broader market, making it sensitive to market sentiment shifts.
Horizon. 1-3 yr $244.86 (analyst consensus (n=26)) — fundamentals + valuation re-rating. 5 yr $316.61 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $465.40 if current growth sustains into durable earnings power.
Value — quality at a discount
1. AU — AngloGold Ashanti plc · score 100
Gold · price $92.08 · 1Y $123.29 · 5Y $123.22 · 10Y $157.29
FCF $4.2b B · Rev +70.8% A · D/E 0.22 B+ · P/E 13.5x A- · PEG 0.78 A-
Why now. AngloGold Ashanti plc, a global precious-metals miner selling gold to diverse end markets, presents as a compelling value opportunity. Its P/E ratio of 13.5 and a PEG ratio of 0.78 signal statistical cheapness, especially when paired with an impressive 70.8% revenue growth rate. The setup rewards investors recognizing the potential for a multiple re-rating as the market accounts for its robust free cash flow generation of $4.2B and strong profitability.
Moat. AngloGold Ashanti benefits from the high barriers to entry characteristic of large-scale gold mining, which include immense capital requirements, extensive regulatory hurdles, and specialized geological and operational expertise. Its exceptional ROE of 43% is a direct result of efficient capital allocation and optimized operations across its diversified global asset base, enabling it to capitalize on commodity price cycles and maintain strong margins. This scale provides a significant cost advantage in exploration, extraction, and processing within the precious metals sector.
Risk. The primary risk for AngloGold Ashanti is the inherent volatility of global gold prices, which directly impacts its revenue and profitability, despite its relatively low beta of 0.62. Operational disruptions, such as labor disputes, geological challenges, or shifts in regulatory environments across its various mining jurisdictions, could significantly affect production volumes and increase operating costs. While its debt-to-equity ratio of 0.22 is low, any substantial increase in capital expenditures or unforeseen operational setbacks could strain its financial flexibility.
Horizon. 1-3 yr $123.29 (analyst consensus (n=7)) — multiple re-rating thesis requires a catalyst. 5 yr $123.22 at ~6% CAGR — dividend + buyback compounding. 10 yr $157.29 if the moat survives secular pressure.
2. PDD — PDD Holdings Inc. · score 99
Internet Retail · price $87.24 · 1Y $120.57 · 5Y $116.75 · 10Y $149.02
FCF $15.8b A- · Rev +9.7% B · D/E 0.01 A · P/E 9.1x A · PEG 0.79 A-
Why now. PDD Holdings Inc. operates in the internet retail sector, facilitating online commerce. The company presents a compelling value proposition with its current price of $87.24, trading at a remarkably low P/E of 9.1 and a P/S of 1.9. Despite delivering a solid 9.7% FY YoY revenue growth and a robust 21.6% profit margin, this statistical cheapness, coupled with a PEG ratio of 0.79, suggests the market is underappreciating its consistent profitability and growth, setting the stage for a significant re-rating.
Moat. PDD's competitive advantage in internet retail stems from its massive scale and efficient operational model, which enables a cost advantage in sourcing and distribution. This scale creates powerful network effects, attracting a vast user base that in turn draws more merchants, reinforcing its platform's dominance. The impressive ROE of 25.4% reflects the company's ability to generate substantial profits from its equity base, driven by high asset turnover and efficient capital deployment within its high-volume e-commerce model.
Risk. The primary risks for PDD Holdings Inc. include intense competition within the internet retail sector, which could pressure its current profit margin of 21.6% if pricing wars escalate. Regulatory scrutiny, a common challenge for large internet platforms, poses an ongoing risk of new compliance costs or operational restrictions. Furthermore, while the current revenue growth of 9.7% is solid, any significant deceleration due to market saturation or economic headwinds could lead to multiple compression, especially given the stock's historical volatility, evidenced by its 52-week high of $139.41 compared to the current $87.24.
Horizon. 1-3 yr $120.57 (analyst consensus (n=33)) — multiple re-rating thesis requires a catalyst. 5 yr $116.75 at ~6% CAGR — dividend + buyback compounding. 10 yr $149.02 if the moat survives secular pressure.
3. INCY — Incyte Corporation · score 98
Biotechnology · price $95.59 · 1Y $107.96 · 5Y $127.92 · 10Y $163.28
FCF $1.4b C+ · Rev +21.2% A- · D/E 0.01 A · P/E 13.5x A- · PEG 0.36 A
Why now. Biotechnology · market cap $19.1b. 15% 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 +13% 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 $127.92 at ~6% CAGR — dividend + buyback compounding. 10 yr $163.28 if the moat survives secular pressure.
4. BZ — KANZHUN LIMITED · score 97
Internet Content & Information · price $14.04 · 1Y $21.30 · 5Y $18.79 · 10Y $23.98
FCF $683m C+ · Rev +12.4% B+ · D/E 0.01 A · P/E 13.2x B+ · PEG 0.17 A
Why now. KANZHUN LIMITED (BZ) operates in the Internet Content & Information sector, providing a platform for job seekers and employers. The stock trades at a compelling valuation, with a TTM P/E of just 13.2 and an exceptionally low PEG ratio of 0.17, despite delivering 12.4% FY YoY revenue growth. This statistical cheapness, coupled with a robust 40.1% profit margin and $683m in TTM free cash flow, suggests the market is undervaluing its consistent profitability and growth, setting the stage for a potential re-rating as its structural advantages become more apparent.
Moat. KANZHUN LIMITED benefits from powerful network effects inherent in its Internet Content & Information business model. As more job seekers join the platform, it becomes more attractive to employers seeking talent, and vice-versa, creating a virtuous cycle that reinforces its market position. This deepens user engagement and increases the value proposition for both sides, establishing high switching costs for users and businesses already integrated into the ecosystem.
Risk. The primary risks for KANZHUN LIMITED include intense competition within the Internet Content & Information sector, which could pressure user acquisition costs and pricing power. Regulatory scrutiny over data privacy and content moderation, common for internet platforms, poses an ongoing operational and compliance risk. Furthermore, while its 0.01 debt-to-equity ratio is excellent, the stock has seen a significant drawdown from its 52-week high of $25.26 to its current price of $14.04, indicating potential market concerns or sector-specific headwinds that could persist.
Horizon. 1-3 yr $21.30 (analyst consensus (n=21)) — multiple re-rating thesis requires a catalyst. 5 yr $18.79 at ~6% CAGR — dividend + buyback compounding. 10 yr $23.98 if the moat survives secular pressure.
5. PRDO — Perdoceo Education Corporation · score 96
Education & Training Services · price $32.86 · 1Y $35.49 · 5Y $43.97 · 10Y $56.13
FCF $221m C · Rev +24.2% A- · D/E 0.12 A- · P/E 12.5x A- · PEG 0.69 A-
Why now. Education & Training Services · market cap $2.1b. 15% off the 52-week high of $38.50. Revenue growing +24%, comfortably above the S&P median. PEG 0.69 — paying under fair value for the growth rate.
Moat. Net margin 20% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 130% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk. Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Horizon. 1-3 yr $35.49 (structural (no analyst coverage)) — multiple re-rating thesis requires a catalyst. 5 yr $43.97 at ~6% CAGR — dividend + buyback compounding. 10 yr $56.13 if the moat survives secular pressure.
Speculative — asymmetric upside
1. BILL — BILL Holdings, Inc. · score 88
Software - Application · price $39.51 · 1Y $55.10 · 5Y $79.47 · 10Y $206.79
FCF $327m C · Rev +13.4% B+ · D/E 0.50 B · P/S 2.5x A- · PEG 0.37 A
Why now. Software - Application · market cap $3.9b. Down 31% from 52-week high of $57.21 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.37 — 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 +39% 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 31% 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 $79.47 — requires the platform / technology to reach commercial scale. 10 yr $206.79 — return distribution heavily skewed.
2. WIX — Wix.com Ltd. · score 88
Software - Infrastructure · price $62.54 · 1Y $86.05 · 5Y $125.79 · 10Y $327.32
FCF $505m C+ · Rev +13.2% B+ · D/E n/a · P/S 1.3x A- · PEG 0.15 A
Why now. Software - Infrastructure · market cap $2.6b. Down 67% from 52-week high of $190.93 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.15 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $86.05 (implying +38% 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 67% 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 $86.05 (analyst consensus (n=19)) — catalyst-driven; binary events dominate. 5 yr $125.79 — requires the platform / technology to reach commercial scale. 10 yr $327.32 — return distribution heavily skewed.
3. CRC — California Resources Corporation · score 87
Oil & Gas E&P · price $61.60 · 1Y $82.45 · 5Y $123.90 · 10Y $322.40
FCF $778m C+ · Rev +15.1% B+ · D/E 0.47 B · P/S 1.6x B+ · PEG 0.29 A
Why now. Oil & Gas E&P · market cap $5.5b. 14% off the 52-week high of $71.98. Revenue growing +15%, comfortably above the S&P median. PEG 0.29 — paying under fair value for the growth rate. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $82.45 (implying +34% upside).
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 -13.4%) — path to GAAP profitability is the core thesis risk. ROE -14% 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. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Horizon. 1-3 yr $82.45 (analyst consensus (n=11)) — catalyst-driven; binary events dominate. 5 yr $123.90 — requires the platform / technology to reach commercial scale. 10 yr $322.40 — return distribution heavily skewed.
4. BHC — Bausch Health Companies Inc. · score 85
Drug Manufacturers - Specialty & Generic · price $5.31 · 1Y $7.50 · 5Y $10.68 · 10Y $27.79
FCF $989m C+ · Rev +6.7% C+ · D/E n/a · P/S 0.2x A · PEG 0.01 A
Why now. Drug Manufacturers - Specialty & Generic · market cap $2.0b. Down 39% from 52-week high of $8.69 — deep drawdown territory. PEG 0.01 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Hold with a mean 1-yr target of $7.50 (implying +41% upside).
Moat. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk. Currently unprofitable (margin -11.5%) — path to GAAP profitability is the core thesis 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. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Horizon. 1-3 yr $7.50 (analyst consensus (n=6)) — catalyst-driven; binary events dominate. 5 yr $10.68 — requires the platform / technology to reach commercial scale. 10 yr $27.79 — return distribution heavily skewed.
5. CNC — Centene Corporation · score 84
Healthcare Plans · price $62.00 · 1Y $60.06 · 5Y $124.70 · 10Y $324.50
FCF $7.1b B+ · Rev +19.4% B+ · D/E 0.76 C+ · P/S 0.2x A · PEG 1.14 B+
Why now. Healthcare Plans · market cap $30.6b. Trading near 52-week high of $62.10 — momentum setup, limited technical margin of safety. Revenue growing +19%, comfortably above the S&P median. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $60.06 (implying -3% upside).
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 -3.6%) — path to GAAP profitability is the core thesis risk. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. ROE -26% 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 $60.06 (analyst consensus (n=17)) — catalyst-driven; binary events dominate. 5 yr $124.70 — requires the platform / technology to reach commercial scale. 10 yr $324.50 — 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.