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← 1 Sep 2026 · All rebalances

Top 10 — Consumer Discretionary — 1 Oct 2026

The ten as they stood on 1 Oct 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 4.

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The ten

#CompanyWhy it was hereSectorScore
1 LAUREATE EDUCATION INC (LAUR)
Profitability 82nd (operating margin 25.3%, return on equity 23.7%).

Profitability 82nd (operating margin 25.3%, return on equity 23.7%) and trend 82nd (a "golden cross" — its 50-day average is above its 200-day); weakest is valuation (47th, price to book 4.6, price to earnings 17.1).

  • Profitability81.9
  • Growth69.6
  • Financial health70.0
  • Valuation46.5
  • Capital return60.5
  • Trend81.9
Consumer Discretionary 70.2
2 Garmin (GRMN)
Financial health 84th (debt to equity 0, free cash flow margin 18.8%).

Financial health 84th (debt to equity 0, free cash flow margin 18.8%) and profitability 78th (operating margin 25.9%, return on equity 18.5%); weakest is valuation (26th, price to earnings 29.1, price to book 5.9).

  • Profitability78.3
  • Growth69.0
  • Financial health83.7
  • Valuation26.3
  • Capital return57.0
  • Trend74.7
Consumer Discretionary 66.6
3 ABERCROMBIE AND FITCH CLASS A (ANF)
Trend 77th (trading above its 200-day average).

Trend 77th (trading above its 200-day average) and profitability 73rd (return on equity 36.1%, operating margin 13.3%); weakest is growth (51st, revenue growth year over year 5.1%, 3-year revenue CAGR 12.5%).

  • Profitability73.0
  • Growth51.1
  • Financial health66.0
  • Valuation57.3
  • Capital return57.4
  • Trend77.4
Consumer Discretionary 64.5
4 Gentex (GNTX)
Capital return 85th (consecutive years of dividend increases 14 years, net share count bought back over the year 3.6).

Capital return 85th (consecutive years of dividend increases 14 years, net share count bought back over the year 3.6) and financial health 80th (debt to equity 0, free cash flow margin 18.1%); weakest is trend (31st, over the past 12 months this stock lagged the market by 35.7 percentage points).

  • Profitability67.1
  • Growth57.6
  • Financial health79.5
  • Valuation77.2
  • Capital return85.0
  • Trend30.7
Consumer Discretionary 63.1
5 Duolingo (DUOL)
Financial health 94th (debt to equity 0, free cash flow margin 35.6%).

Financial health 94th (debt to equity 0, free cash flow margin 35.6%) and growth 90th (3-year revenue CAGR 41.1%, revenue growth year over year 29.4%); weakest is capital return (20th, consecutive years of dividend increases 0 years, net share count bought back over the year -2.6).

  • Profitability70.8
  • Growth90.3
  • Financial health93.6
  • Valuation40.9
  • Capital return20.0
  • Trend40.4
Consumer Discretionary 62.5
6 eBay Inc. (EBAY)
Capital return 95th (net share count bought back over the year 6.6).

Capital return 95th (net share count bought back over the year 6.6) and profitability 84th (return on equity 44%, operating margin 20.5%); weakest is valuation (26th, price to book 10.1, price to earnings 21.9).

  • Profitability84.4
  • Growth52.8
  • Financial health40.3
  • Valuation25.9
  • Capital return95.1
  • Trend76.3
Consumer Discretionary 62.1
7 SharkNinja (SN)
Trend 85th (trading above its 200-day average).

Trend 85th (trading above its 200-day average) and growth 78th (3-year revenue CAGR 19.8%, revenue growth year over year 17.5%); weakest is valuation (17th, price to earnings 36.7, price to book 8.9).

  • Profitability70.9
  • Growth77.5
  • Financial health55.7
  • Valuation16.7
  • Capital return35.8
  • Trend84.6
Consumer Discretionary 61.0
8 URBAN OUTFITTERS INC (URBN)
Trend 70th (it is 7.8% below its highest point of the past year).

Trend 70th (it is 7.8% below its highest point of the past year) and valuation 65th (price to earnings 15.1, price to book 2.4); weakest is capital return (48th, consecutive years of dividend increases 0 years, net share count bought back over the year 2.8).

  • Profitability55.9
  • Growth58.3
  • Financial health62.7
  • Valuation65.4
  • Capital return47.8
  • Trend70.4
Consumer Discretionary 60.9
9 Ross Stores (ROST)
Trend 81st (it is 8.9% below its highest point of the past year).

Trend 81st (it is 8.9% below its highest point of the past year) and profitability 70th (return on equity 34.7%, operating margin 11.9%); weakest is valuation (16th, price to book 11.1, price to earnings 32.6).

  • Profitability70.4
  • Growth55.2
  • Financial health63.4
  • Valuation16.1
  • Capital return69.3
  • Trend80.9
Consumer Discretionary 60.2
10 MONARCH CASINO AND RESORT INC (MCRI)
Financial health 88th (debt to equity 0, free cash flow margin 23.6%).

Financial health 88th (debt to equity 0, free cash flow margin 23.6%) and profitability 73rd (return on equity 18.9%); weakest is growth (36th, revenue growth year over year 5.1%, 3-year revenue CAGR 4.5%).

  • Profitability72.5
  • Growth36.0
  • Financial health87.9
  • Valuation47.0
  • Capital return56.7
  • Trend61.6
Consumer Discretionary 59.9

Entered on 1 Oct 2026

eBay Inc. (EBAY) — Entered 1 Oct 2026: score 62.1, rank 6 (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).

SharkNinja (SN) — Entered 1 Oct 2026: score 61.0, rank 7 (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).

URBAN OUTFITTERS INC (URBN) — Entered 1 Oct 2026: score 60.9, 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).

Ross Stores (ROST) — Entered 1 Oct 2026: score 60.2, rank 9 (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).

MONARCH CASINO AND RESORT INC (MCRI) — Entered 1 Oct 2026: score 59.9, 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).

Left on 1 Oct 2026

Five Below (FIVE) — Left 1 Oct 2026: score 57.9, rank 16 (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) (a member leaves above rank 15).

H&R Block (HRB) — Left 1 Oct 2026: score 56.4, rank 23 (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) (a member leaves above rank 15).

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Informational only — NOT financial advice.