Strong business at a reasonable price
Companies whose Long-term picture reads a strong business (business quality 7/10 or better), a price that is at least middle of the pack next to its fundamentals (5/10 or better) and a long-run trend that is not down (5/10 or better). Every score is the published Top 10 method's pillar percentile for the latest scored session, shown on each company page with its date; companies the method does not score are not listed. A published formula and its output, not a recommendation.
Ranked by business quality, Sandisk (SNDK) leads the covered catalog at 10/10.
| # | Company | Sector | Business quality | Price vs fundamentals | Long-run trend | Market cap |
|---|---|---|---|---|---|---|
| 1 | Sandisk (SNDK) | Information Technology | 10/10 | 5/10 | 6/10 | $194.7B |
| 2 | Micron Technology (MU) | Information Technology | 10/10 | 6/10 | 7/10 | $1.06T |
| 3 | Slide Insurance Holdings Inc (SLDE) | Financials | 10/10 | 8/10 | 9/10 | $3.2B |
| 4 | Western Digital (WDC) | Information Technology | 10/10 | 6/10 | 5/10 | $148.0B |
| 5 | Hamilton Insurance Group Ltd Class (HG) | Financials | 9/10 | 10/10 | 8/10 | $2.3B |
| 6 | Marex Group Ltd (MRX) | Financials | 9/10 | 6/10 | 7/10 | $4.7B |
| 7 | HCI Group Inc (HCI) | Financials | 9/10 | 8/10 | 7/10 | $2.5B |
| 8 | Kinsale Capital Group (KNSL) | Financials | 9/10 | 5/10 | 5/10 | $8.2B |
| 9 | Palomar Holdings Inc (PLMR) | Financials | 9/10 | 5/10 | 7/10 | $3.6B |
| 10 | White Mountains Insurance Group (WTM) | Financials | 9/10 | 10/10 | 6/10 | $5.4B |
| 11 | Incyte (INCY) | Health Care | 9/10 | 7/10 | 7/10 | $23.8B |
| 12 | Microsoft (MSFT) | Information Technology | 9/10 | 5/10 | 7/10 | $3.94T |
| 13 | Harmony Biosciences HLDG Inc (HRMY) | Health Care | 9/10 | 9/10 | 6/10 | $2.2B |
| 14 | Progressive Corporation (PGR) | Financials | 9/10 | 6/10 | 7/10 | $133.8B |
| 15 | Newmont (NEM) | Materials | 9/10 | 8/10 | 5/10 | $116.2B |
| 16 | United Therapeutics (UTHR) | Health Care | 9/10 | 6/10 | 7/10 | $25.5B |
| 17 | Royal Gold (RGLD) | Materials | 8/10 | 6/10 | 5/10 | $20.1B |
| 18 | Victory Capital Holdings Class A I (VCTR) | Financials | 8/10 | 5/10 | 8/10 | $7.0B |
| 19 | Neurocrine Biosciences (NBIX) | Health Care | 8/10 | 6/10 | 5/10 | $14.9B |
| 20 | Ameriprise Financial (AMP) | Financials | 8/10 | 5/10 | 5/10 | $44.0B |
| 21 | Verisign (VRSN) | Information Technology | 8/10 | 6/10 | 7/10 | $27.4B |
| 22 | Exelixis (EXEL) | Health Care | 8/10 | 5/10 | 9/10 | $16.2B |
| 23 | PTC Inc. (PTC) | Information Technology | 8/10 | 6/10 | 8/10 | $21.1B |
| 24 | Arch Capital Group (ACGL) | Financials | 8/10 | 9/10 | 8/10 | $35.5B |
| 25 | RenaissanceRe (RNR) | Financials | 8/10 | 10/10 | 7/10 | $13.7B |
What is the Long-term picture?
The Long-term picture reads the published Top 10 pillars as four scores out of 10: business quality (profitability, growth and financial health, weighted as the method weights them), price next to fundamentals, the long-run price trend and cash returned to shareholders. A score of 7/10 means the company sits in the seventh tenth of the companies the method compares it with.
How do I read the “Strong business at a reasonable price” screen?
Every company here scores at least 7/10 on business quality, 5/10 on price and 5/10 on trend. Higher quality ranks first. A high score is a reading of filed and price data, not a forecast; open the company page to see the inputs behind each score and what would change them.
Ask about long-term quality and price →
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Data: SEC EDGAR (filings) + market data (fundamentals, delayed daily-close). Every figure is shown with its as-of date on the company page; a company with no data for this metric is excluded from the ranking, never estimated.
Last updated 2026-10-30 — rankings shift as the underlying data refreshes.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.