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Top 10 — Industrials — 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
| # | Company | Why it was here | Sector | Score |
|---|---|---|---|---|
| 1 | Comfort Systems USA (FIX) | Growth 92nd (revenue growth year over year 46.1%, 3-year revenue CAGR 30%).Growth 92nd (revenue growth year over year 46.1%, 3-year revenue CAGR 30%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (17th, price to book 17, price to earnings 38.2). |
Industrials | 68.2 |
| 2 | Andersen Group Inc. (ANDG) | Trend 94th (it is 2.5% below its highest point of the past year).Trend 94th (it is 2.5% below its highest point of the past year) and financial health 89th (debt to equity 0); weakest is capital return (18th, consecutive years of dividend increases 0 years). |
Industrials | 67.5 |
| 3 | Paychex (PAYX) | Profitability 90th (operating margin 38.6%, return on equity 45.1%).Profitability 90th (operating margin 38.6%, return on equity 45.1%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (35th, price to book 12, price to earnings 25.7). |
Industrials | 65.7 |
| 4 | Mueller Industries (MLI) | Capital return 80th (consecutive years of dividend increases 5 years).Capital return 80th (consecutive years of dividend increases 5 years) and profitability 76th (return on equity 25.9%, operating margin 22.9%); weakest is growth (47th, 3-year revenue CAGR 1.6%, revenue growth year over year 14.8%). |
Industrials | 64.2 |
| 5 | nVent Electric (NVT) | Growth 88th (revenue growth year over year 46.2%, 3-year revenue CAGR 19.3%).Growth 88th (revenue growth year over year 46.2%, 3-year revenue CAGR 19.3%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (31st, price to earnings 40.4, price to book 4.4). |
Industrials | 63.7 |
| 6 | ARGAN INC (AGX) | Financial health 96th (free cash flow margin 46.7%, debt to equity 0).Financial health 96th (free cash flow margin 46.7%, debt to equity 0) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (22nd, price to book 12, price to earnings 35.6). |
Industrials | 63.5 |
| 7 | WATTS WATER TECHNOLOGIES INC (WTS) | Capital return 80th (consecutive years of dividend increases 5 years).Capital return 80th (consecutive years of dividend increases 5 years) and financial health 68th (debt to equity 0, free cash flow margin 13.1%); weakest is valuation (41st, price to book 4.5, price to earnings 31.1). |
Industrials | 63.3 |
| 9 | ESCO TECHNOLOGIES INC (ESE) | Capital return 80th (consecutive years of dividend increases 5 years).Capital return 80th (consecutive years of dividend increases 5 years) and financial health 73rd (debt to equity 0.1, free cash flow margin 16.8%); weakest is trend (47th, a strong downtrend, with sellers in control). |
Industrials | 61.9 |
| 12 | Howmet Aerospace (HWM) | Profitability 83rd (return on equity 34.4%, operating margin 27.2%).Profitability 83rd (return on equity 34.4%, operating margin 27.2%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (11th, price to book 17.7, price to earnings 55). |
Industrials | 61.1 |
| 14 | Emcor (EME) | Capital return 80th (consecutive years of dividend increases 5 years).Capital return 80th (consecutive years of dividend increases 5 years) and growth 75th (3-year revenue CAGR 15.3%, revenue growth year over year 18.9%); weakest is valuation (45th, price to book 8, price to earnings 22.9). |
Industrials | 60.8 |
Entered on 1 Sep 2026
Andersen Group Inc. (ANDG) — Entered 1 Sep 2026: score 67.5, rank 2 (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
POWELL INDUSTRIES INC (POWL) — Left 1 Sep 2026: score 59.6, 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).
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Informational only — NOT financial advice.