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Top 10 — Consumer Discretionary — 1 Sep 2026

The ten as they stood on 1 Sep 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 3.

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The ten

#CompanyWhy it was hereSectorScore
1 PERDOCEO EDUCATION CORP (PRDO)
Financial health 85th (debt to equity 0, free cash flow margin 25.8%).

Financial health 85th (debt to equity 0, free cash flow margin 25.8%) and valuation 75th (price to earnings 12.6, price to book 2); weakest is trend (51st, over the past 12 months this stock lagged the market by 17.3 percentage points).

  • Profitability70.2
  • Growth61.2
  • Financial health84.8
  • Valuation74.5
  • Capital return62.4
  • Trend51.1
Consumer Discretionary 66.6
2 LAUREATE EDUCATION INC (LAUR)
Profitability 79th (return on equity 28.6%, operating margin 24.4%).

Profitability 79th (return on equity 28.6%, operating margin 24.4%) and trend 71st (a "golden cross" — its 50-day average is above its 200-day); weakest is capital return (40th, consecutive years of dividend increases 1 year).

  • Profitability78.6
  • Growth69.5
  • Financial health67.8
  • Valuation50.2
  • Capital return40.2
  • Trend70.7
Consumer Discretionary 65.5
3 Airbnb (ABNB)
Trend 83rd (a strong uptrend, with buyers in control).

Trend 83rd (a strong uptrend, with buyers in control) and financial health 81st (free cash flow margin 36.9%, debt to equity 0.3); weakest is valuation (13th, price to earnings 41.5, price to book 10.2).

  • Profitability77.6
  • Growth68.2
  • Financial health80.6
  • Valuation13.3
  • Capital return50.2
  • Trend82.8
Consumer Discretionary 64.8
4 Garmin (GRMN)
Financial health 84th (debt to equity 0, free cash flow margin 20.9%).

Financial health 84th (debt to equity 0, free cash flow margin 20.9%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (27th, price to earnings 28.4, price to book 5.7).

  • Profitability75.9
  • Growth69.0
  • Financial health84.0
  • Valuation26.8
  • Capital return80.2
  • Trend53.2
Consumer Discretionary 64.3
5 Versigent (VGNT)
Financial health 86th (debt to equity 0).

Financial health 86th (debt to equity 0) and trend 80th (a strong uptrend, with buyers in control); weakest is growth (47th, revenue growth year over year 8.2%). 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.

  • Profitability55.0
  • Growth46.5
  • Financial health85.5
  • Valuation50.2
  • Capital returnnot scored
  • Trend79.5
Consumer Discretionary 62.8
6 Gentex (GNTX)
Capital return 80th (consecutive years of dividend increases 5 years).

Capital return 80th (consecutive years of dividend increases 5 years) and valuation 80th (price to earnings 11.5, price to book 1.9); weakest is trend (28th, over the past 12 months this stock lagged the market by 39.1 percentage points).

  • Profitability63.2
  • Growth57.6
  • Financial health79.0
  • Valuation79.9
  • Capital return80.2
  • Trend27.9
Consumer Discretionary 61.6
7 Duolingo (DUOL)
Financial health 93rd (debt to equity 0, free cash flow margin 34.7%).

Financial health 93rd (debt to equity 0, free cash flow margin 34.7%) and growth 90th (3-year revenue CAGR 41.1%, revenue growth year over year 29.4%); weakest is capital return (26th, consecutive years of dividend increases 0 years, net share count bought back over the year -2.6).

  • Profitability66.6
  • Growth90.2
  • Financial health93.3
  • Valuation40.0
  • Capital return26.2
  • Trend36.3
Consumer Discretionary 61.2
8 Five Below (FIVE)
Trend 89th (a strong uptrend, with buyers in control).

Trend 89th (a strong uptrend, with buyers in control) and growth 80th (revenue growth year over year 25.9%, 3-year revenue CAGR 15.7%); weakest is capital return (18th, consecutive years of dividend increases 0 years).

  • Profitability57.3
  • Growth79.8
  • Financial health67.6
  • Valuation25.3
  • Capital return17.9
  • Trend88.5
Consumer Discretionary 60.8
11 ABERCROMBIE AND FITCH CLASS A (ANF)
Trend 76th (trading above its 200-day average).

Trend 76th (trading above its 200-day average) and profitability 68th (return on equity 36.9%, operating margin 13%); weakest is capital return (18th, consecutive years of dividend increases 0 years).

  • Profitability68.2
  • Growth51.1
  • Financial health63.0
  • Valuation55.7
  • Capital return17.9
  • Trend76.4
Consumer Discretionary 58.7
15 H&R Block (HRB)
Profitability 87th (return on equity 336.8%, operating margin 23.1%).

Profitability 87th (return on equity 336.8%, operating margin 23.1%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is growth (33rd, 3-year revenue CAGR 2.8%, revenue growth year over year 5.4%).

  • Profitability86.9
  • Growth32.5
  • Financial health36.9
  • Valuation47.6
  • Capital return80.2
  • Trend64.1
Consumer Discretionary 57.4

Entered on 1 Sep 2026

Airbnb (ABNB) — Entered 1 Sep 2026: score 64.8, rank 3 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).

Versigent (VGNT) — Entered 1 Sep 2026: score 62.8, rank 5 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).

Duolingo (DUOL) — Entered 1 Sep 2026: score 61.2, rank 7 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).

Left on 1 Sep 2026

Ralph Lauren Corporation (RL) — Left 1 Sep 2026: score 56.4, rank 20 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

Ross Stores (ROST) — Left 1 Sep 2026: score 56.9, rank 17 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

SharkNinja (SN) — Left 1 Sep 2026: score 55.9, rank 23 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

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Informational only — NOT financial advice.