This refresh
Data-driven refresh June 20, 2026. The Top Picks are the Bull Rankings quality-growth screen — strong, growing businesses with durable returns at a fair price (PEG / EV-EBIT vs sector, ROIC, free cash flow), ranked across a 5214-ticker universe covering every US-listed common stock on NYSE, NASDAQ, NYSE American, and NYSE Arca (2555 passed the market-cap / liquidity screen; financials route to a separate card). Fundamentals from Yahoo Finance quoteSummary reconciled with as-reported SEC EDGAR filings; narrative authored by Groq (with Gemini and data-driven fallbacks).
Top Picks — quality compounders at a fair price
1. INCY — Incyte Corporation · score 90.7
Biotechnology · price $98.22 · 1Y $109.35 · 5Y $160.10 · 10Y $237.49
FCF $1.4b C+ · Rev +21.2% A- · D/E 0.01 A · P/E 13.9x A- · PEG 0.36 A
Why now. Incyte Corporation, a biotechnology company, is currently trading at $98.22 with a 13.9 P/E ratio, indicating a reasonable valuation. The company's 21.2% revenue growth rate and 26.7% profit margin suggest a strong growth trajectory. With an analyst consensus 1-yr target of $109.35, there is potential for upside driven by the company's growth rate and margin expansion.
Moat. Incyte's 25.5% ROE is driven by its pricing power in the biotechnology sector, where companies with strong product pipelines can command high margins. The company's 0.01 debt-to-equity ratio and $1.4B in free cash flow also contribute to its financial stability and ability to invest in research and development. This financial strength enables Incyte to maintain its competitive position in the sector.
Risk. One of the key risks facing Incyte is the potential for 0.79 beta to lead to stock price volatility. Additionally, the company's 3.7 P/S ratio is relatively high, which could lead to multiple compression if growth slows. Furthermore, the biotechnology sector is highly competitive, and Incyte faces risks from changes in regulatory environments and potential disruptions to its supply chain.
Horizon. 1-3 yr $109.35 (analyst consensus (n=23)) — fundamentals + valuation re-rating. 5 yr $160.10 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $237.49 if current growth sustains into durable earnings power.
2. DOCS — Doximity, Inc. · score 90.1
Health Information Services · price $20.46 · 1Y $25.42 · 5Y $37.22 · 10Y $55.21
FCF $326m C · Rev +13.1% B+ · D/E 0.01 A · P/E 20.9x B+ · PEG 0.59 A-
Why now. Doximity, Inc. is a growth company that sells services to healthcare professionals, with a current price of $20.46 and a P/E of 20.9. The company has a revenue growth rate of 13.1% and a profit margin of 30.4%, driven by its strong position in the health information services sector. With an analyst consensus 1-yr target of $25.42, the stock has potential for upside.
Moat. Doximity's moat is driven by its high ROE of 20.6%, which is attributed to its pricing power and cost advantages in the health information services sector. The company's debt-to-equity ratio of 0.01 also provides a stable financial foundation. Additionally, its free cash flow of $326m demonstrates the company's ability to generate cash and invest in its business.
Risk. One of the key risks for Doximity is its high beta of 1.29, which indicates a higher level of volatility. Additionally, the company's P/S ratio of 5.8 is relatively high, which may indicate a rich valuation. Furthermore, the company's reliance on a single sector may make it vulnerable to industry-specific downturns.
Horizon. 1-3 yr $25.42 (analyst consensus (n=19)) — fundamentals + valuation re-rating. 5 yr $37.22 at ~13% CAGR — compounding case rests on the competitive position widening. 10 yr $55.21 if current growth sustains into durable earnings power.
3. HRMY — Harmony Biosciences Holdings, Inc. · score 89.8
Biotechnology · price $33.28 · 1Y $44.36 · 5Y $64.95 · 10Y $96.35
1Y +4% C+ · Rev +21.5% A- · ROE 16.0% B+ · FCF $342m C
Why now. Harmony Biosciences Holdings, Inc. is a biotechnology company with a current price of $33.28 and a P/E of 13.4, indicating a reasonable valuation. The company has a revenue growth rate of 21.5% and a profit margin of 16.2%, driven by its strong position in the biotechnology sector. With an analyst consensus 1-yr target of $44.36, the stock has potential for upside.
Moat. Harmony Biosciences Holdings, Inc. has a durable competitive advantage driven by its ability to generate significant free cash flow, with $342m in FCF over the last 12 months. The company's return on equity of 16% is a result of its efficient business model and strong market position. Additionally, the company's debt-to-equity ratio of 0.18 indicates a healthy balance sheet.
Risk. One of the key risks facing Harmony Biosciences Holdings, Inc. is the potential for revenue growth deceleration, which could impact the company's valuation. The company's beta of 0.97 indicates a relatively low level of volatility, but the biotechnology sector is inherently risky. Additionally, the company's dependence on a few key products or markets could pose a risk to its profitability.
Horizon. 1-3 yr $44.36 (analyst consensus (n=11)) — fundamentals + valuation re-rating. 5 yr $64.95 at ~14% CAGR — compounding case rests on the competitive position widening. 10 yr $96.35 if current growth sustains into durable earnings power.
4. ADBE — Adobe Inc. · score 89.5
Software - Application · price $195.16 · 1Y $282.27 · 5Y $413.27 · 10Y $613.06
FCF $10.3b A- · Rev +10.5% B · D/E 0.61 C+ · P/E 11.2x A · PEG 0.53 A-
Why now. Adobe Inc., a software application company, is currently trading at a $195.16 price point with a 11.2 P/E ratio, indicating a relatively low valuation. The company has a 10.5% revenue growth rate and a 28.7% profit margin, driven by its growth in the software application sector. With an analyst consensus 1-yr target of $282.27, there is potential for upside.
Moat. Adobe's durable competitive advantage stems from its high 62.8% ROE, which can be attributed to its pricing power in the software application sector. The company's $10.3B in free cash flow also contributes to its moat, allowing it to invest in its business and maintain its market position. Additionally, Adobe's 3.1 PS ratio indicates a relatively low valuation compared to its sales.
Risk. One of the key risks facing Adobe is its 1.4 beta, indicating a high level of volatility in its stock price. Additionally, the company's 0.61 debt-to-equity ratio may be a concern, as it could impact its ability to invest in its business. Furthermore, the 10.5% revenue growth rate may be at risk if the company is unable to maintain its market position in the software application sector.
Horizon. 1-3 yr $282.27 (analyst consensus (n=32)) — fundamentals + valuation re-rating. 5 yr $413.27 at ~16% CAGR — compounding case rests on the competitive position widening. 10 yr $613.06 if current growth sustains into durable earnings power.
5. INTU — Intuit Inc. · score 89.3
Software - Application · price $267.00 · 1Y $488.17 · 5Y $714.73 · 10Y $1,060
FCF $7.8b B+ · Rev +15.6% B+ · D/E 0.33 B · P/E 16.3x A- · PEG 0.69 A-
Why now. Intuit Inc., a leading provider of software applications, currently trades at $267 with a P/E of 16.3, a PEG ratio of 0.69, and a revenue growth rate of 15.6%. The company's growth is driven by its strong position in the software application sector, with a profit margin of 21.9% and a return on equity of 22.2%. With an analyst consensus 1-yr target of $488.17, Intuit appears to be an attractive growth opportunity.
Moat. Intuit's durable competitive advantage stems from its ability to generate $7.8 billion in free cash flow, which is then reinvested in the business or returned to shareholders. The company's return on equity of 22.2% is a testament to its pricing power and efficient operations. Additionally, Intuit's debt-to-equity ratio of 0.33 provides a stable financial foundation, allowing the company to invest in growth initiatives and weather potential downturns.
Risk. Despite its strong fundamentals, Intuit faces risks such as a beta of 0.96, indicating a relatively high sensitivity to market volatility. Furthermore, the company's debt-to-equity ratio of 0.33 could become a concern if interest rates rise or the business experiences a downturn. Additionally, Intuit's analyst recommendation mean of 1.65 suggests that while the company is viewed favorably by analysts, there may be some uncertainty or disagreement about its prospects.
Horizon. 1-3 yr $488.17 (analyst consensus (n=32)) — fundamentals + valuation re-rating. 5 yr $714.73 at ~22% CAGR — compounding case rests on the competitive position widening. 10 yr $1,060 if current growth sustains into durable earnings power.
6. LRN — Stride, Inc. · score 88.1
Education & Training Services · price $82.80 · 1Y $95.22 · 5Y $139.41 · 10Y $206.81
FCF $414m C · Rev +17.9% B+ · D/E 0.33 A- · P/E 13.0x A- · PEG 0.47 A
Why now. Stride, Inc., a provider of education and training services, is currently trading at a $82.80 price point with a 13 P/E ratio, indicating a relatively low valuation. The company's 17.9% revenue growth rate and 12.2% profit margin suggest a strong growth trajectory. With an analyst consensus target of $113.50, there is potential for significant upside.
Moat. Stride, Inc.'s durable competitive advantage stems from its ability to generate a high 18.8% ROE, driven by its pricing power in the education and training services sector. The company's 0.33 debt-to-equity ratio and $414m in free cash flow also contribute to its financial stability and flexibility. This moat is further reinforced by the company's low 0.08 beta, indicating a relatively stable stock price.
Risk. One of the primary risks facing Stride, Inc. is its dependence on the education and training services sector, which can be subject to fluctuations in demand. Additionally, the company's 0.33 debt-to-equity ratio, while relatively low, still poses a risk if interest rates were to rise. Furthermore, the company's 13 P/E ratio, while low, may not provide a sufficient margin of safety if the company's growth rate were to slow.
Horizon. 1-3 yr $95.22 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $139.41 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $206.81 if current growth sustains into durable earnings power.
7. NVDA — NVIDIA Corporation · score 86.3
Semiconductors · price $210.69 · 1Y $298.93 · 5Y $437.67 · 10Y $649.25
1Y +46% A- · Rev +65.5% A · ROE >100% A · FCF $119.1b A
Why now. NVIDIA Corporation, a leading player in the Semiconductors sector, sells high-performance computing hardware and software to various end markets, including gaming, datacenter, and professional visualization. The current setup is compelling, with a 65.5% revenue growth rate, a 32.3 P/E ratio, and a $119.1B free cash flow. The growth rate is driven by the increasing demand for artificial intelligence, autonomous vehicles, and cloud computing, which are structural catalysts for the company.
Moat. NVIDIA's durable competitive advantage stems from its high 81.7% return on equity, which is attributed to its pricing power from category leadership in the Semiconductors sector. The company's 63% profit margin and 20.1 price-to-sales ratio also indicate its ability to maintain a competitive edge. Additionally, NVIDIA's low 0.07 debt-to-equity ratio provides financial flexibility to invest in research and development, further solidifying its market position.
Risk. The main risks facing NVIDIA include intense competition in the Semiconductors sector, regulatory scrutiny from agencies such as the FTC, and potential disruptions to its global supply chain. The company's high 2.2 beta and 32.3 P/E ratio also indicate a higher level of volatility and valuation risk. Furthermore, the 0.65 PEG ratio suggests that the stock may be overvalued relative to its growth prospects.
Horizon. 1-3 yr $298.93 (analyst consensus (n=59)) — fundamentals + valuation re-rating. 5 yr $437.67 at ~16% CAGR — compounding case rests on the competitive position widening. 10 yr $649.25 if current growth sustains into durable earnings power.
8. EXLS — ExlService Holdings, Inc. · score 85.9
Information Technology Services · price $25.93 · 1Y $41.75 · 5Y $61.13 · 10Y $90.68
FCF $297m C · Rev +13.6% B+ · D/E 0.67 C+ · P/E 16.5x A- · PEG 0.83 B+
Why now. ExlService Holdings, Inc. (EXLS), a growth name in the Information Technology Services sector, is currently trading at a $25.93 price point with a 13.6% revenue growth rate and a 16.5 P/E ratio, indicating a reasonable valuation for its growth prospects. EXLS sells IT services to various end markets, driving its growth rate through its structural catalysts. The company has a $297m free cash flow, which supports its growth initiatives.
Moat. EXLS's durable competitive advantage stems from its 32.3% ROE, which can be attributed to its pricing power in the IT services sector. The company's 11.7% profit margin also contributes to its moat, as it indicates efficient operations. Additionally, EXLS's 0.67 debt-to-equity ratio suggests a manageable capital structure, allowing the company to invest in growth initiatives.
Risk. EXLS faces risks related to its 0.82 beta, indicating moderate volatility. The company's 16.5 P/E ratio is also a concern, as it may be elevated compared to its growth prospects. Furthermore, EXLS's 0.67 debt-to-equity ratio, while manageable, still poses a risk if the company's growth slows down or if interest rates increase.
Horizon. 1-3 yr $41.75 (analyst consensus (n=8)) — fundamentals + valuation re-rating. 5 yr $61.13 at ~19% CAGR — compounding case rests on the competitive position widening. 10 yr $90.68 if current growth sustains into durable earnings power.
9. FISV — Fiserv, Inc. · score 85.3
Sector n/a · price $47.86 · 1Y $70.00 · 5Y $102.49 · 10Y $152.03
FCF $4.1b B · Rev +9.3% B · D/E n/a · P/E 8.1x A- · PEG n/a
Why now. Fiserv, Inc., a growth company, currently trades at a $47.86 price with a 8.1 P/E ratio, indicating potential undervaluation. The company's 9.3% revenue growth rate and 19.7% profit margin suggest a strong business model. As a provider of financial services technology, Fiserv's growth is driven by increasing demand for digital payment solutions and financial institution outsourcing.
Moat. Fiserv's durable competitive advantage stems from its high 12.2% ROE, which is driven by its pricing power and efficient operations. The company's significant scale and market share in the financial services technology sector contribute to its cost advantages and switching costs for customers. Additionally, Fiserv's strong free cash flow generation, with $4.1B in FCF over the past twelve months, enables the company to invest in its business and return capital to shareholders.
Risk. Fiserv faces risks related to its dependence on the financial services sector, which can be subject to regulatory changes and economic downturns. The company's analyst recommendation of 'hold' and analyst recommendation mean of 2.65 also suggest that some analysts may be cautious about the company's near-term prospects. Furthermore, the company's week 52 low of $47.37 indicates that the stock has experienced significant volatility in the past year.
Horizon. 1-3 yr $70.00 (analyst consensus (n=26)) — fundamentals + valuation re-rating. 5 yr $102.49 at ~16% CAGR — compounding case rests on the competitive position widening. 10 yr $152.03 if current growth sustains into durable earnings power.
10. CARG — CarGurus, Inc. · score 85.2
Auto & Truck Dealerships · price $30.02 · 1Y $37.38 · 5Y $54.73 · 10Y $81.20
FCF $293m C · Rev +13.7% B+ · D/E 0.79 B · P/E 15.8x B+ · PEG 0.91 B+
Why now. CarGurus, Inc., an Auto & Truck Dealerships growth company, currently trades at a $30.02 price with a 15.8 P/E ratio, offering a relatively reasonable valuation given its 13.7% revenue growth rate. The company's $293m in free cash flow and 15.9% profit margin suggest a strong financial foundation. With an analyst consensus 1-yr target of $37.38, the stock appears poised for growth.
Moat. CarGurus, Inc. benefits from its high 62.9% ROE, which can be attributed to its strong positioning in the Auto & Truck Dealerships sector, allowing for pricing power and margin protection. The company's 2.9 PS ratio indicates a reasonable valuation relative to its sales, while its 0.91 PEG ratio suggests that its growth is fairly priced. The company's debt-to-equity ratio of 0.79 is manageable, providing flexibility for future investments.
Risk. CarGurus, Inc. faces risks related to its 1.21 beta, indicating higher volatility compared to the market. The company's 0.79 debt-to-equity ratio, while manageable, still poses a risk if interest rates rise or the business experiences a downturn. Additionally, the 13 analyst consensus may not fully capture potential disruptions in the Auto & Truck Dealerships sector, which could impact the company's growth prospects.
Horizon. 1-3 yr $37.38 (analyst consensus (n=13)) — fundamentals + valuation re-rating. 5 yr $54.73 at ~13% CAGR — compounding case rests on the competitive position widening. 10 yr $81.20 if current growth sustains into durable earnings power.
11. IT — Gartner, Inc. · score 84.1
Information Technology Services · price $127.49 · 1Y $166.54 · 5Y $243.83 · 10Y $361.70
FCF $1.3b C+ · Rev +3.7% C+ · D/E n/a · P/E 12.6x A- · PEG 0.52 A-
Why now. Gartner, Inc., a leading Information Technology Services provider, is currently trading at a $127.49 price point with a 12.6 P/E ratio and a 0.52 PEG ratio, indicating a relatively undervalued growth stock. The company's 3.7% revenue growth rate and 11.4% profit margin suggest a stable financial foundation. With an analyst consensus 1-yr target of $166.54, there is potential for upside driven by the company's growth catalysts.
Moat. Gartner's moat is rooted in its position as a trusted advisor to IT professionals, with a strong track record of providing high-quality research and analysis. The company's 1.3 PS ratio and $1.3B in free cash flow demonstrate its ability to generate cash and invest in its business. While specific product lines and customer segments are not disclosed, the company's sector leadership and 0.93 beta suggest a relatively stable market position.
Risk. Key risks for Gartner include the potential for disruption to its research and analysis business model, as well as the 3.7% revenue growth rate, which may be impacted by economic downturns or changes in IT spending patterns. Additionally, the company's 12.6 P/E ratio, while relatively low, may not provide a significant margin of safety in the event of a market downturn.
Horizon. 1-3 yr $166.54 (analyst consensus (n=13)) — fundamentals + valuation re-rating. 5 yr $243.83 at ~14% CAGR — compounding case rests on the competitive position widening. 10 yr $361.70 if current growth sustains into durable earnings power.
12. VEEV — Veeva Systems Inc. · score 83.3
Health Information Services · price $153.30 · 1Y $245.48 · 5Y $359.41 · 10Y $533.16
FCF $1.7b C+ · Rev +16.3% B+ · D/E 0.01 A- · P/E 27.2x B · PEG 0.69 A-
Why now. Veeva Systems Inc., a Health Information Services company, is currently trading at a $153.3 price point with a 27.2 P/E ratio, indicating a potential for growth. The company's 16.3% revenue growth rate and 28.4% profit margin suggest a strong business model. As a growth company, VEEV's high-quality compounder status is driven by its ability to maintain a high revenue growth rate, with a structural catalyst being its high profit margin and strong free cash flow of $1.7b.
Moat. Veeva Systems Inc.'s durable competitive advantage stems from its high 28.4% profit margin, which is a result of its strong business model in the Health Information Services sector. The company's 12.9% ROE is attributed to its ability to maintain a high profit margin and efficiently allocate its resources. Additionally, the company's low 0.01 debt-to-equity ratio suggests a strong financial position, allowing it to invest in its business and maintain its competitive advantage.
Risk. One of the key risks facing Veeva Systems Inc. is its high 27.2 P/E ratio, which may indicate that the stock is overvalued. Additionally, the company's 0.95 beta suggests that it may be sensitive to market fluctuations. Furthermore, the company's reliance on its high profit margin and strong free cash flow may be disrupted if it faces increased competition or regulatory challenges in the Health Information Services sector.
Horizon. 1-3 yr $245.48 (analyst consensus (n=27)) — fundamentals + valuation re-rating. 5 yr $359.41 at ~19% CAGR — compounding case rests on the competitive position widening. 10 yr $533.16 if current growth sustains into durable earnings power.
13. YELP — Yelp Inc. · score 82.5
Internet Content & Information · price $22.88 · 1Y $26.50 · 5Y $38.80 · 10Y $57.56
FCF $281m C · Rev +3.7% C+ · D/E 0.25 A- · P/E 10.5x A- · PEG 0.57 A-
Why now. Yelp Inc., a growth company in the Internet Content & Information sector, is currently trading at $22.88 with a PEG ratio of 0.57, indicating undervaluation given its revenue growth rate of 3.7% and profit margin of 9.5%. The company's free cash flow of $281m and return on equity of 22% suggest a strong ability to generate cash and invest in growth initiatives. With an analyst consensus 1-year target of $26.50, there is potential for upside driven by the company's growth trajectory and improving profitability.
Moat. Yelp's moat is driven by its strong position in the online review space, with a return on equity of 22% suggesting pricing power and a ability to invest in high-return initiatives. The company's debt-to-equity ratio of 0.25 indicates a conservative capital structure, allowing for flexibility in investing in growth opportunities. Additionally, Yelp's beta of 0.47 suggests a relatively low level of market risk, which can provide a foundation for long-term investors.
Risk. Key risks for Yelp include the potential for decelerating revenue growth, with a current growth rate of 3.7% that may be challenging to maintain. Additionally, the company's PS ratio of 0.9 is relatively low, which may indicate that the stock is undervalued, but also suggests that there may be limited upside if the company is unable to drive growth. Furthermore, Yelp's analyst recommendation is currently unclear, which may contribute to uncertainty and volatility in the stock price.
Horizon. 1-3 yr $26.50 (analyst consensus (n=8)) — fundamentals + valuation re-rating. 5 yr $38.80 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $57.56 if current growth sustains into durable earnings power.
14. RMD — ResMed Inc. · score 82.4
Medical Instruments & Supplies · price $188.63 · 1Y $262.20 · 5Y $383.89 · 10Y $569.47
1Y -26% D · Rev +9.8% B · ROE 23.4% A- · FCF $1.8b C+
Why now. ResMed Inc., a medical instruments and supplies company, sells products to the healthcare industry, with a current price of $188.63 and a P/E of 18.2, indicating a reasonable valuation. The company's revenue growth rate of 9.8% and profit margin of 27.4% suggest a strong business model. With an analyst consensus 1-yr target of $262.20, the stock has potential for upside.
Moat. ResMed's durable competitive advantage stems from its high return on equity of 23.4%, which is driven by its pricing power in the medical instruments and supplies sector. The company's debt-to-equity ratio of 0.13 and free cash flow of $1.8B also contribute to its financial stability. Its market share and customer base provide a foundation for long-term growth.
Risk. One of the key risks for ResMed is its dependence on the healthcare industry, which can be subject to regulatory changes and economic fluctuations. The company's beta of 0.78 indicates a relatively low volatility, but its P/E of 18.2 may be considered elevated. Additionally, the company's debt-to-equity ratio, although low, could increase if it takes on more debt to finance its operations or acquisitions.
Horizon. 1-3 yr $262.20 (analyst consensus (n=15)) — fundamentals + valuation re-rating. 5 yr $383.89 at ~15% CAGR — compounding case rests on the competitive position widening. 10 yr $569.47 if current growth sustains into durable earnings power.
15. META — Meta Platforms, Inc. · score 82.2
Internet Content & Information · price $577.22 · 1Y $827.32 · 5Y $1,211 · 10Y $1,797
FCF $48.3b A · Rev +22.2% A- · D/E 0.36 B+ · P/E 21.0x B · PEG 0.83 B+
Why now. META, a growth company in the Internet Content & Information sector, is currently trading at $577.22 with a 21 P/E ratio and a 22.2% revenue growth rate. The company's 32.8% profit margin and $48.3b in free cash flow position it for continued growth. With an analyst consensus 1-yr target of $827.32, META is poised for significant upside.
Moat. META's durable competitive advantage stems from its high 29% ROE, driven by its pricing power in the Internet Content & Information sector. The company's 6.8 PS ratio and 0.83 PEG ratio indicate a strong business model with efficient operations. META's moat is further reinforced by its significant free cash flow generation, allowing it to invest in growth initiatives and return value to shareholders.
Risk. META faces risks from its 1.23 beta, indicating higher volatility, and a 0.36 debt-to-equity ratio, which may increase financial leverage. Additionally, the company's 21 P/E ratio may be elevated, leaving room for multiple compression. Regulatory risks also exist, particularly in the Internet Content & Information sector, where companies are subject to increasing scrutiny.
Horizon. 1-3 yr $827.32 (analyst consensus (n=59)) — fundamentals + valuation re-rating. 5 yr $1,211 at ~16% CAGR — compounding case rests on the competitive position widening. 10 yr $1,797 if current growth sustains into durable earnings power.
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.