Top 10 / Top 10 — Communication Services
Top 10 — Communication Services
The 10 highest scores among covered Communication Services companies, rebalanced on the first trading day of each month.
Tracked against the market equal weight · dividends included
SPY is the S&P 500 ETF — the US large-cap market average.
Top 10SPY (dashed)rebalance
+2.9% since 18 Aug 2026, against +2.1% for SPY: 0.8 percentage points ahead of the market.
Both lines include dividends: each payout is reinvested in the company that paid it, and SPY's payouts are reinvested the same way.
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The 10 members
| # | Company | Why it is here | Score | Pillars | Sector rank | Price | Since entry | In the list since |
|---|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. (Class C) (GOOG) | Profitability 89th (operating margin 32%, return on equity 31.8%).Profitability 89th (operating margin 32%, return on equity 31.8%) and financial health 75th (debt to equity 0.2, free cash flow margin 18.2%); weakest is valuation (49th, price to book 6.6, price to earnings 17.3).
Pillar percentiles |
PGHVCT | 1 | 344.86 8 Oct 2026 | +3.9% | 1 Sep 2026 | |
| 2 | Alphabet Inc. (Class A) (GOOGL) | Profitability 89th (operating margin 32%, return on equity 31.8%).Profitability 89th (operating margin 32%, return on equity 31.8%) and financial health 75th (debt to equity 0.2, free cash flow margin 18.2%); weakest is valuation (47th, price to book 6.7, price to earnings 17.5).
Pillar percentiles |
PGHVCT | 2 | 348.29 8 Oct 2026 | +4.0% | 1 Sep 2026 | |
| 3 | Meta Platforms (META) | Profitability 90th (operating margin 41.4%, return on equity 27.8%).Profitability 90th (operating margin 41.4%, return on equity 27.8%) and growth 84th (revenue growth year over year 27.7%, 3-year revenue CAGR 19.9%); weakest is valuation (34th, price to book 7.7, price to earnings 27.1).
Pillar percentiles |
PGHVCT | 3 | 720.89 8 Oct 2026 | +24.6% | 1 Sep 2026 | |
| 4 | Millicom (TIGO) | Profitability 89th (return on equity 37.6%, operating margin 28.2%).Profitability 89th (return on equity 37.6%, operating margin 28.2%) and trend 73rd (a "golden cross" — its 50-day average is above its 200-day); weakest is financial health (40th, debt to equity 4.8, free cash flow margin 18.6%). Scored on 5 of 6 pillars — it pays a dividend, but its filings carry no per-share series to count increases from; no annual share count in its filings.
Pillar percentiles |
PGHVCT | 4 | 87.95 8 Oct 2026 | −5.0% | 1 Sep 2026 | |
| 5 | GRINDR INC (GRND) | Profitability 94th (return on equity 201.6%, operating margin 28.7%).Profitability 94th (return on equity 201.6%, operating margin 28.7%) and growth 90th (3-year revenue CAGR 31.1%, revenue growth year over year 31%); weakest is capital return (13th, net share count bought back over the year -11, consecutive years of dividend increases 0 years).
Pillar percentiles |
PGHVCT | 5 | 14.94 8 Oct 2026 | −3.8% | 1 Sep 2026 | |
| 6 | Match Group (MTCH) | Profitability 83rd (operating margin 25%).Profitability 83rd (operating margin 25%) and valuation 79th (price to earnings 14.8 (within its sector)); weakest is growth (27th, revenue growth year over year 1.7%, 3-year revenue CAGR 3%).
Pillar percentiles |
PGHVCT | 6 | 41.50 8 Oct 2026 | −1.0% | 1 Sep 2026 | |
| 7 | MAGNITE INC (MGNI)NEW | Trend 84th (trading above its 200-day average).Trend 84th (trading above its 200-day average) and financial health 72nd (free cash flow margin 23.2%, debt to equity 0.4); weakest is capital return (17th, net share count bought back over the year -4.7, consecutive years of dividend increases 0 years).
Pillar percentiles |
PGHVCT | 8 | 25.45 8 Oct 2026 | +0.0% | 1 Oct 2026 | |
| 8 | Reddit (RDDT) | Growth 97th (revenue growth year over year 66.6%, 3-year revenue CAGR 48.9%).Growth 97th (revenue growth year over year 66.6%, 3-year revenue CAGR 48.9%) and financial health 92nd (debt to equity 0, free cash flow margin 31.1%); weakest is capital return (10th, net share count bought back over the year -38.9, consecutive years of dividend increases 0 years).
Pillar percentiles |
PGHVCT | 9 | 156.47 8 Oct 2026 | +8.2% | 1 Sep 2026 | |
| 9 | New York Times Company (NYT) | Financial health 84th (debt to equity 0, free cash flow margin 19.5%).Financial health 84th (debt to equity 0, free cash flow margin 19.5%) and capital return 69th (consecutive years of dividend increases 13 years, net share count bought back over the year 0.5); weakest is trend (37th, a "death cross" — its 50-day average is below its 200-day).
Pillar percentiles |
PGHVCT | 12 | 66.60 8 Oct 2026 | −1.7% | 1 Sep 2026 | |
| 10 | IMAX CORP (IMAX)NEW | Trend 78th (a "golden cross" — its 50-day average is above its 200-day).Trend 78th (a "golden cross" — its 50-day average is above its 200-day) and growth 66th (revenue growth year over year 14.8%, 3-year revenue CAGR 10.9%); weakest is valuation (16th, price to earnings 70.3, price to book 7.9).
Pillar percentiles |
PGHVCT | 21 | 51.31 8 Oct 2026 | −2.3% | 1 Oct 2026 |
Changes at the 1 Oct 2026 rebalance
Entered
IMAX CORP (IMAX) — Entered 1 Oct 2026: score 56.8, rank 10 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version).
MAGNITE INC (MGNI) — Entered 1 Oct 2026: score 58.2, rank 8 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version).
Left
UNITI GROUP INC (UNIT) — Left 1 Oct 2026: no longer eligible — it dropped out of the scored universe.
Skipped by the 4-per-sector cap
AppLovin (APP) — Not selected 1 Oct 2026 despite rank 7: it swings more than nine tenths of the field (5.60% a day against 4.99%), and 59.40 does not clear the 61.80 a high-volatility name needs.
2 of 10 changed at this rebalance. Average 7.3 of 10 per rebalance.
How the score is built
The Top 10 score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 4. Full method → What is the top 10 score? →
Questions
How is the score built?
The Top 10 score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 4. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
How often does this list change?
Members are rebalanced on the first trading day of each month. Scores are recomputed nightly, but membership only changes at a scheduled rebalance, or immediately if a company stops being eligible. A member is held while it stays inside the top 15, so a small move in rank does not force a change.
What score does a company need to be in this list?
The cutoff today is 56.5 across 55 ranked Communication Services companies. #11 (WLY) is 0.2 below it. A member leaves only if it falls past #15 — 55.0 today.
Why did UNIT leave the list?
Left 1 Oct 2026: no longer eligible — it dropped out of the scored universe.
Informational only — NOT financial advice.