These screens run across the whole listed market, which needs live market data, and it is unavailable right now. Every portfolio below still shows its thesis and the exact rules it tests.
Featured screens 14 Top Rated Stocks Strong buy Rated Strong Buy on the composite — the top band of this report’s own rating, over every ratio it could rank against the sector. 1 rule over US$1.00b tests all › Stocks by Quant Ranked Every company in the universe ranked by the composite, with no rule to pass first. Ranked, top 50 over US$1.00b tests all › Top Dividend Stocks Income A dividend worth owning for the income: a yield above the market’s, a payout ratio that leaves room, and enough cash conversion to keep paying it. 3 rules over US$2.00b tests all › Top Quant Dividend Stocks Income Dividend payers that also rate well on the composite. 3 rules over US$2.00b tests all › Top Yield Monsters High yield The highest yields in the market that still clear a solvency test. 4 rules over US$1.00b tests all › High Dividend Yield Stocks High yield Yields above 4% with a payout that is still covered. 3 rules over US$1.00b tests all › Top Dividend Growth Stocks Dividend growth A smaller dividend today with the earnings behind it to raise tomorrow. 4 rules over US$2.00b tests 300 › Top Growth Stocks Growth Growing faster than most of its sector on the lines that matter, and doing it on the top line and the bottom line together. 3 rules over US$1.00b tests 300 › Top Value Stocks Value In the cheapest part of its sector on the multiples, and profitable enough that the discount is a price rather than a diagnosis. 3 rules over US$1.00b tests all › Top Small Cap Stocks Small cap Companies between $300m and $2b that still rate well. 2 rules US$300.0m–US$2.00b tests all › Top Tech Stocks Technology Every technology company over $2b, ranked by the composite and cut at twenty-five. Ranked, top 25 Technology tests all › Top Biotechnology Stocks Biotech Biotechnology companies over $1b, ranked by the composite. Ranked, top 25 over US$1.00b tests all › Top Semiconductor Stocks Semiconductors Semiconductor companies over $1b, ranked by the composite. Ranked, top 25 over US$1.00b tests all › All Stocks Everything The whole universe with no rule applied, ranked by the composite. Ranked, top 50 over US$300.0m tests all ›
Halal 7 Top Shariah-compliant growth stocks Growth Shariah-compliant companies growing faster than most of their sector, and fast in absolute terms too — revenue up 15% or more, with earnings following. 6 rules over US$1.00b tests 300 › Hidden gems Under-covered Shariah-compliant smaller companies that few analysts follow, earning a real return on capital, still growing, and not priced as if everybody already knew. 7 rules US$300.0m–US$5.00b tests 120 › Undervalued halal stocks Value Shariah-compliant companies trading at least a fifth below the reference discounted cash flow value, and profitable enough that the discount is a price rather than a diagnosis. 6 rules over US$1.00b tests 150 › Halal AI beneficiaries AI Shariah-compliant companies from a hand-kept list of the AI build-out — chips, the tools that make them, networking, servers, power and cooling, the platforms and the software — where the benefit has reached revenue: growing 10% or more. 4 rules 56 named companies tests 300 › Halal dividend growers Dividend growth Shariah-compliant companies that have raised their dividend five years running, grown it 5% a year or better over those five, and still pay out under 60% of earnings — room to keep raising it. 6 rules over US$1.00b tests 200 › Halal small caps Small cap Shariah-compliant companies between $300m and $2b that are profitable and rate well on the composite. 5 rules US$300.0m–US$2.00b tests 300 › Halal stocks with accelerating EPS Acceleration Shariah-compliant companies whose earnings per share grew faster last year than the year before — 15% or more, on top of a year that was already growing — and that analysts expect to keep growing. 7 rules over US$1.00b tests 200 ›
Our ratings 6 Strong on every factor All five Four out of five on valuation, growth, profitability, financial health and momentum at the same time. 5 rules over US$1.00b tests all › Top-rated on valuation Value Priced in roughly the cheapest fifth of its own sector on the multiples and yields this report grades — earnings, sales, book, cash flow, and the yields that invert them. 1 rule over US$1.00b tests all › Top-rated on growth Growth Growing faster than most of its sector on the lines that matter — revenue, earnings, cash flow, book value — measured against what its own sector managed rather than against an absolute bar. 1 rule over US$1.00b tests all › Top-rated on profitability Quality Turning revenue into profit and capital into returns better than most of its sector: margins at every level, returns on equity, assets and invested capital, and how much of the profit arrives as cash. 1 rule over US$1.00b tests all › Top-rated on financial health Safety A balance sheet in the top fifth of its sector — liquidity, leverage and coverage together. 1 rule over US$1.00b tests all › Top-rated on momentum Momentum The market has been re-rating it, and by more than most of its sector: the three, six, nine and twelve-month returns, what it gave back at the worst point, and how volatile the ride was. 1 rule over US$1.00b tests all ›
Ranked portfolios 3 US technology leaders, top 15 Ranked Every US-listed technology company over $1b, priced over $10 and actually trading, ranked on this report’s own composite score and cut at fifteen holdings. Ranked, top 15 Technology tests all › US value, top 20 Ranked US-listed mid and large caps trading under fifteen times earnings, ranked on this report’s composite and cut at twenty holdings. Ranked, top 20 US$2.00b–US$200.0b tests all › Top WallStreet Stocks Analyst rated What the sell side likes best. Ranked, top 30 over US$2.00b tests all ›
Value 3 Trading below estimated fair value Value The share price sits at least a fifth below the reference levered discounted cash flow, and the business behind it is actually profitable. 4 rules over US$1.00b tests 200 › Cheap on the multiples, sound underneath Value The classic value screen with the trap removed. 4 rules over US$1.00b tests all › Quality at a fair price Any sector A business earning a high return on the capital it employs, priced no higher than the market as a whole. 4 rules over US$2.00b tests all ›
Growth 3 Growing and getting better at it Growth Revenue and earnings both rising, with the cash following them. 4 rules over US$1.00b tests 300 › Forecast to grow earnings fast Forecast Analysts expect earnings per share to compound above 20% a year across the estimate window, and enough of them cover the name for that to be a consensus rather than one model. 4 rules over US$1.00b tests 300 › Growth at a reasonable price GARP Growing meaningfully, and not priced as though it will keep doing so for ever. 4 rules over US$1.00b tests 200 ›
Income 1 Dividend compounders Income A yield you can live on, covered twice over — once by profit and again by the cash that actually pays it. 4 rules over US$2.00b tests all ›
Quality and safety 2 Fortress balance sheets Defensive Companies that could survive a bad year without asking anyone for anything: more cash than debt, comfortable liquidity, and interest costs covered many times over. 4 rules over US$1.00b tests all › Cash machines Cash flow Businesses whose profit turns into cash and whose cash is not immediately eaten by the next round of capital spending. 4 rules over US$2.00b tests all ›
Insider signals 3 Insiders have been buying Insider Directors and officers bought more stock than they sold over the last four reported quarters. 3 rules over US$500.0m tests 300 › Undervalued smaller companies insiders are buying Insider The two signals together, in the part of the market where they matter most. 3 rules US$300.0m–US$10.00b tests 200 › Closely held and growing Insider A large block of the company is not freely traded — a founder, a family, a strategic holder — and the business is growing. 3 rules over US$500.0m tests 200 ›
Institutional holders 1 Following the big banks 13F The stocks Goldman Sachs, JPMorgan, BNP Paribas and six other global banks were buying last quarter, read from their 13F filings: held by most of them, added to by most of them, and accumulated faster than institutions as a whole. 4 rules 9 banks’ 13F holdings tests 400 ›
Momentum 1 Mid caps the market has noticed Mid cap Between two and twenty billion — big enough to be liquid and covered, small enough that a good year still moves the price. 4 rules US$2.00b–US$20.00b tests 300 ›
Sectors 3 Technology that earns its multiple Technology The sector is priced for growth almost everywhere, so the question is which names have the economics to justify it. 4 rules Technology tests all › Durable healthcare Healthcare Healthcare demand does not track the cycle, but healthcare balance sheets often carry the debt of an acquisition spree. 4 rules Healthcare tests all › Industrial workhorses Industrials Capital-heavy businesses live or die on how hard they work their asset base. 4 rules Industrials tests all ›
Size 1 Profitable smaller companies Small cap Most of the small-cap universe does not make money. 4 rules US$300.0m–US$5.00b tests all ›