Skip to content

All rebalances · 1 Sep 2026 →

Top 10 — Consumer Discretionary — 18 Aug 2026

The ten as they stood on 18 Aug 2026. Scores, pillars and reasons are the ones recorded that day; nothing here is recomputed. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.

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 1.

Get this list's changes every morning

One short email a day: who entered, who left, and the reason — with the score moves behind it.

Informational only — not financial advice. One email a day, unsubscribe in one click.

The ten

#CompanyWhy it was hereSectorScore
1 Garmin (GRMN)
Financial health 87th (debt to equity 0, free cash flow margin 20.9%).

Financial health 87th (debt to equity 0, free cash flow margin 20.9%) and growth 78th (3-year revenue CAGR 14.2%, revenue growth year over year 13.5%); weakest is valuation (25th, price to earnings 32.2, price to book 4.4).

  • Profitability72.3
  • Growth78.1
  • Financial health86.9
  • Valuation24.6
  • Capital return70.8
  • Trend66.9
Consumer Discretionary 67.3
2 LAUREATE EDUCATION INC (LAUR)
Growth 79th (revenue growth year over year 17.9%, 3-year revenue CAGR 11.1%).

Growth 79th (revenue growth year over year 17.9%, 3-year revenue CAGR 11.1%) and profitability 75th (return on equity 28.6%, operating margin 24.4%); weakest is capital return (12th, consecutive years of dividend increases 1 year).

  • Profitability75.2
  • Growth79.0
  • Financial health72.4
  • Valuation47.3
  • Capital return11.5
  • Trend65.8
Consumer Discretionary 63.1
3 PERDOCEO EDUCATION CORP (PRDO)
Financial health 89th (debt to equity 0, free cash flow margin 25.8%).

Financial health 89th (debt to equity 0, free cash flow margin 25.8%) and valuation 72nd (price to earnings 11.8, price to book 1.9); weakest is capital return (28th, consecutive years of dividend increases 3 years).

  • Profitability65.4
  • Growth70.0
  • Financial health89.0
  • Valuation72.4
  • Capital return27.6
  • Trend44.8
Consumer Discretionary 63.0
4 Gentex (GNTX)
Financial health 83rd (debt to equity 0, free cash flow margin 18.9%).

Financial health 83rd (debt to equity 0, free cash flow margin 18.9%) and capital return 71st (consecutive years of dividend increases 5 years); weakest is trend (35th, a trend forming but not yet strong (ADX below 25)).

  • Profitability57.4
  • Growth67.5
  • Financial health83.4
  • Valuation70.2
  • Capital return70.8
  • Trend34.6
Consumer Discretionary 62.0
5 Ralph Lauren Corporation (RL)
Capital return 71st (consecutive years of dividend increases 5 years).

Capital return 71st (consecutive years of dividend increases 5 years) and growth 70th (revenue growth year over year 14.7%, 3-year revenue CAGR 8%); weakest is valuation (27th, price to book 7, price to earnings 23.5).

  • Profitability64.8
  • Growth70.1
  • Financial health54.6
  • Valuation26.5
  • Capital return70.8
  • Trend56.6
Consumer Discretionary 57.5
6 Five Below (FIVE)
Growth 87th (revenue growth year over year 25.9%, 3-year revenue CAGR 15.7%).

Growth 87th (revenue growth year over year 25.9%, 3-year revenue CAGR 15.7%) and trend 76th (a strong uptrend, with buyers in control); weakest is capital return (2nd, consecutive years of dividend increases 0 years).

  • Profitability50.9
  • Growth87.0
  • Financial health69.2
  • Valuation23.8
  • Capital return2.3
  • Trend76.1
Consumer Discretionary 57.0
7 H&R Block (HRB)
Profitability 84th (return on equity 336.8%, operating margin 23.1%).

Profitability 84th (return on equity 336.8%, operating margin 23.1%) and capital return 71st (consecutive years of dividend increases 5 years); weakest is growth (38th, 3-year revenue CAGR 2.8%, revenue growth year over year 5.4%).

  • Profitability83.7
  • Growth38.0
  • Financial health38.5
  • Valuation46.9
  • Capital return70.8
  • Trend61.5
Consumer Discretionary 56.5
8 ABERCROMBIE AND FITCH CLASS A (ANF)
Financial health 64th (debt to equity 0, free cash flow margin 7.9%).

Financial health 64th (debt to equity 0, free cash flow margin 7.9%) and valuation 64th (price to earnings 9.8, price to book 3.3); weakest is capital return (2nd, consecutive years of dividend increases 0 years).

  • Profitability62.7
  • Growth59.2
  • Financial health64.2
  • Valuation64.2
  • Capital return2.3
  • Trend59.7
Consumer Discretionary 55.8
9 SharkNinja (SN)
Growth 85th (3-year revenue CAGR 19.8%, revenue growth year over year 17.5%).

Growth 85th (3-year revenue CAGR 19.8%, revenue growth year over year 17.5%) and trend 70th (a strong uptrend, with buyers in control); weakest is capital return (12th, consecutive years of dividend increases 1 year).

  • Profitability59.1
  • Growth85.0
  • Financial health62.3
  • Valuation16.8
  • Capital return11.5
  • Trend69.5
Consumer Discretionary 55.7
10 Ross Stores (ROST)
Capital return 71st (consecutive years of dividend increases 5 years).

Capital return 71st (consecutive years of dividend increases 5 years) and financial health 65th (debt to equity 0.2, free cash flow margin 11.1%); weakest is valuation (15th, price to book 9.9, price to earnings 33.6).

  • Profitability62.2
  • Growth64.9
  • Financial health65.3
  • Valuation14.9
  • Capital return70.8
  • Trend54.5
Consumer Discretionary 55.4

Entered on 18 Aug 2026

Garmin (GRMN) — Entered 18 Aug 2026: first selection for this list at rank 1, score 67.3.

LAUREATE EDUCATION INC (LAUR) — Entered 18 Aug 2026: first selection for this list at rank 2, score 63.1.

PERDOCEO EDUCATION CORP (PRDO) — Entered 18 Aug 2026: first selection for this list at rank 3, score 63.0.

Gentex (GNTX) — Entered 18 Aug 2026: first selection for this list at rank 4, score 62.0.

Ralph Lauren Corporation (RL) — Entered 18 Aug 2026: first selection for this list at rank 5, score 57.5.

Five Below (FIVE) — Entered 18 Aug 2026: first selection for this list at rank 6, score 57.0.

H&R Block (HRB) — Entered 18 Aug 2026: first selection for this list at rank 7, score 56.5.

ABERCROMBIE AND FITCH CLASS A (ANF) — Entered 18 Aug 2026: first selection for this list at rank 8, score 55.8.

SharkNinja (SN) — Entered 18 Aug 2026: first selection for this list at rank 9, score 55.7.

Ross Stores (ROST) — Entered 18 Aug 2026: first selection for this list at rank 10, score 55.4.

See every rebalance of this list →

Informational only — NOT financial advice.