The Screens
A screen does not find great businesses; it removes obviously poor ones. What survives earns a closer read. Updated Oct 18, 2026, 11:30 UTC.
Latest Run
Oct 12, 2026 · Universe: S&P500 · 42 passed
| Ticker | Name | ROE (5y avg) | Debt / Equity | FCF yield | Owner earnings | P/E | P/B |
|---|---|---|---|---|---|---|---|
| TJX | TJX Companies | 56.6% | 0.18 | 3.1% | $4.8B | 25.7 | 14.7 |
| ROST | Ross Stores | 37.8% | 0.25 | 2.6% | $1.8B | 26.9 | 10.5 |
| EXPD | Expeditors International | 37.3% | 0.00 | 3.2% | $814M | 28.1 | 11.9 |
| CTAS | Cintas | 37.2% | 0.28 | 2.6% | $2.1B | 39.9 | 15.5 |
| DECK | Deckers Brands | 34.8% | 0.00 | 9.0% | $1B | 11.7 | 4.9 |
| LULU | Lululemon Athletica | 34.6% | 0.00 | 12.7% | $1.4B | 7.8 | 2.2 |
| ROL | Rollins, Inc. | 34.4% | 0.35 | 4.1% | $623.4M | 29.1 | 10.8 |
| FAST | Fastenal | 32.6% | 0.03 | 2.0% | $1.2B | 43.4 | 14.3 |
| AXP | American Express | 32.5% | 1.68 | 4.9% | $10.2B | 18.7 | 6.1 |
| CPAY | Corpay | 31.3% | 2.58 | 4.2% | $1.1B | 24.2 | 7.4 |
| FDS | FactSet | 30.7% | 0.63 | 6.3% | $645.9M | 19.7 | 5.1 |
| PG | Procter & Gamble | 30.4% | 0.42 | 4.2% | $14.8B | 22.8 | 6.6 |
| ODFL | Old Dominion | 29.3% | 0.01 | 2.6% | $973.4M | 35.0 | 8.3 |
| MRSH | Marsh McLennan | 28.8% | 1.28 | 5.0% | $4.2B | 21.6 | 5.5 |
| COST | Costco | 27.6% | 0.11 | 1.3% | $5.5B | 45.6 | 11.7 |
| META | Meta Platforms | 27.5% | 0.27 | 0.5% | $9.4B | 27.1 | 7.0 |
| FCX | FREEPORT-MCMORAN INC | 27.3% | 0.50 | 1.8% | $1.9B | 36.3 | 5.3 |
| ANET | Arista Networks | 26.9% | 0.00 | 1.3% | $3.5B | 68.4 | 18.5 |
| CSCO | Cisco | 25.8% | 0.45 | 2.7% | $12.6B | 35.6 | 9.3 |
| AOS | A. O. Smith | 25.6% | 0.08 | 7.3% | $560.5M | 15.7 | 4.2 |
| ERIE | Erie Indemnity | 24.9% | 0.00 | 4.4% | $513.1M | 20.1 | 4.7 |
| PHM | PulteGroup | 24.6% | 0.13 | 10.3% | $2.2B | 11.4 | 1.6 |
| DHI | D. R. Horton | 22.6% | 0.25 | 9.4% | $3.5B | 12.9 | 1.6 |
| RMD | ResMed | 22.5% | 0.06 | 4.8% | $1.6B | 22.1 | 5.0 |
| A | Agilent Technologies | 21.7% | 0.45 | 2.5% | $1.2B | 33.6 | 6.5 |
| MNST | Monster Beverage Corp | 21.2% | 0.00 | 2.2% | $1.9B | 40.4 | 9.1 |
| SMCI | Supermicro | 21.2% | 0.32 | 7.7% | $2.1B | 12.8 | 2.7 |
| WST | West Pharmaceutical Services | 20.9% | 0.06 | 1.5% | $379.2M | 46.9 | 8.6 |
| PCAR | Paccar | 20.8% | 0.00 | 3.6% | $2B | 22.7 | 2.8 |
| TEL | TE Connectivity | 20.2% | 0.38 | 2.8% | $1.7B | 21.4 | 4.8 |
| JBHT | J.B. Hunt | 19.9% | 0.22 | 2.7% | $582.4M | 32.6 | 5.9 |
| PYPL | PayPal | 19.5% | 0.49 | 11.2% | $5.3B | 10.4 | 2.4 |
| CPRT | Copart | 19.1% | 0.00 | 5.4% | $1.4B | 17.6 | 2.8 |
| WMT | Walmart | 18.7% | 0.39 | 1.1% | $9.5B | 40.1 | 9.0 |
| GD | General Dynamics | 17.2% | 0.32 | 4.4% | $4B | 20.2 | 3.3 |
| RJF | Raymond James Financial | 17.0% | 0.28 | 7.0% | $2.1B | 13.8 | 2.4 |
| CTSH | Cognizant | 16.6% | 0.04 | 9.3% | $2.5B | 12.9 | 1.9 |
| HIG | Hartford (The) | 16.4% | 0.24 | 11.0% | $3.9B | 9.2 | 1.8 |
| CBOE | Cboe Global Markets | 16.0% | 0.28 | 3.6% | $1.2B | 23.7 | 5.7 |
| LEN | Lennar | 15.8% | 0.27 | 11.1% | $2B | 14.5 | 0.8 |
| FFIV | F5, Inc. | 15.7% | 0.00 | 2.7% | $741.5M | 36.8 | 7.1 |
| PTC | PTC Inc. | 15.4% | 0.31 | 3.9% | $825.5M | 18.9 | 6.2 |
Run History
| Run date | Passed |
|---|---|
| Oct 12, 2026 | 42 |
| Oct 5, 2026 | 42 |
| Sep 28, 2026 | 42 |
| Sep 21, 2026 | 42 |
| Sep 14, 2026 | 42 |
| Aug 31, 2026 | 39 |
| Aug 30, 2026 | 39 |
| Aug 24, 2026 | 39 |
| Jul 16, 2026 | 40 |