Long-term Top 10 — 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 long-term 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.
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The ten
| # | Company | Sector | Score |
|---|---|---|---|
| 1 | Micron Technology (MU) Profitability 96th (operating margin 65.6%, return on equity 70.6%) and financial health 90th (debt to equity 0.1, free cash flow margin 29%); weakest is growth (60th, 3-year revenue CAGR 6.7%). |
Information Technology | 77.9 |
| 2 | OFG BANCORP (OFG) Financial health 91st (debt to equity 0.1) and growth 90th (revenue growth year over year 28.2%); weakest is long-term trend (62nd, it is 2.6% below its highest point of the past year). |
Financials | 77.6 |
| 3 | 1ST SOURCE CORP (SRCE) Growth 96th (revenue growth year over year 43.2%) and financial health 81st (debt to equity 0.2); weakest is long-term trend (69th, it is 3.8% below its highest point of the past year). |
Financials | 77.2 |
| 4 | Popular, Inc. (BPOP) Growth 95th (3-year revenue CAGR 29.8%, revenue growth year over year 34.9%) and financial health 81st (debt to equity 0.2); weakest is profitability (65th, return on equity 15.4%, operating margin 28.2%). |
Financials | 77.0 |
| 5 | WESBANCO INC (WSBC) Growth 95th (revenue growth year over year 39.4%) and financial health 90th (debt to equity 0.1); weakest is profitability (56th, return on equity 8.7%, operating margin 35.1%). |
Financials | 76.0 |
| 13 | Nvidia (NVDA) Growth 99th (3-year revenue CAGR 100%, revenue growth year over year 70.7%) and profitability 98th (operating margin 64%, return on equity 111.7%); weakest is valuation (26th, price to book 28.8, price to earnings 34). |
Information Technology | 73.4 |
| 14 | Newmont (NEM) Growth 91st (3-year revenue CAGR 23.9%, revenue growth year over year 25.2%) and financial health 90th (free cash flow margin 37.8%, debt to equity 0.2); weakest is shareholder return (21st, consecutive years of dividend increases 2 years). |
Materials | 73.2 |
| 16 | TERRENO REALTY REIT CORP (TRNO) Financial health 86th (free cash flow margin 31.5%, debt to equity 0.2) and growth 86th (3-year revenue CAGR 19.9%, revenue growth year over year 18.1%); weakest is profitability (60th, return on equity 9.2%, operating margin 41.4%). |
Real Estate | 73.1 |
| 20 | DORIAN LPG LTD (LPG) Profitability 89th (operating margin 57.6%, return on equity 28.4%) and valuation 89th (price to earnings 6.1, price to book 1.3); weakest is shareholder return (12th, consecutive years of dividend increases 1 year). |
Energy | 72.1 |
| 25 | Ubiquiti (UI) Profitability 90th (return on equity 101.4%, operating margin 35.8%) and financial health 90th (debt to equity 0, free cash flow margin 23.9%); weakest is valuation (23rd, price to book 37.3, price to earnings 37.4). |
Information Technology | 71.2 |
Entered on 18 Aug 2026
Micron Technology (MU) — Entered 18 Aug 2026: first selection for this list at rank 1, score 77.9.
OFG BANCORP (OFG) — Entered 18 Aug 2026: first selection for this list at rank 2, score 77.6.
1ST SOURCE CORP (SRCE) — Entered 18 Aug 2026: first selection for this list at rank 3, score 77.2.
Popular, Inc. (BPOP) — Entered 18 Aug 2026: first selection for this list at rank 4, score 77.0.
WESBANCO INC (WSBC) — Entered 18 Aug 2026: first selection for this list at rank 5, score 76.0.
Nvidia (NVDA) — Entered 18 Aug 2026: first selection for this list at rank 13, score 73.4.
Newmont (NEM) — Entered 18 Aug 2026: first selection for this list at rank 14, score 73.2.
TERRENO REALTY REIT CORP (TRNO) — Entered 18 Aug 2026: first selection for this list at rank 16, score 73.1.
DORIAN LPG LTD (LPG) — Entered 18 Aug 2026: first selection for this list at rank 20, score 72.1.
Ubiquiti (UI) — Entered 18 Aug 2026: first selection for this list at rank 25, score 71.2.
Passed over on 18 Aug 2026
HCI GROUP INC (HCI) — Not selected 18 Aug 2026 despite rank 6: Financials already holds 4 of 10 (sector cap).
VICTORY CAPITAL HOLDINGS CLASS A I (VCTR) — Not selected 18 Aug 2026 despite rank 7: Financials already holds 4 of 10 (sector cap).
FIRST BUSEY CORP (BUSE) — Not selected 18 Aug 2026 despite rank 8: Financials already holds 4 of 10 (sector cap).
FIRST BANCORP (FBP) — Not selected 18 Aug 2026 despite rank 9: Financials already holds 4 of 10 (sector cap).
PROVIDENT FINANCIAL SERVICES INC (PFS) — Not selected 18 Aug 2026 despite rank 10: Financials already holds 4 of 10 (sector cap).
SouthState Corporation (SSB) — Not selected 18 Aug 2026 despite rank 11: Financials already holds 4 of 10 (sector cap).
Regions Financial Corporation (RF) — Not selected 18 Aug 2026 despite rank 12: Financials already holds 4 of 10 (sector cap).
White Mountains Insurance Group (WTM) — Not selected 18 Aug 2026 despite rank 15: Financials already holds 4 of 10 (sector cap).
BANK OF NT BUTTERFIELD & SON LTD (NTB) — Not selected 18 Aug 2026 despite rank 17: Financials already holds 4 of 10 (sector cap).
BANNER CORP (BANR) — Not selected 18 Aug 2026 despite rank 18: Financials already holds 4 of 10 (sector cap).
ATLANTIC UNION BANKSHARES CORP (AUB) — Not selected 18 Aug 2026 despite rank 19: Financials already holds 4 of 10 (sector cap).
WSFS FINANCIAL CORP (WSFS) — Not selected 18 Aug 2026 despite rank 21: Financials already holds 4 of 10 (sector cap).
Allstate (ALL) — Not selected 18 Aug 2026 despite rank 22: Financials already holds 4 of 10 (sector cap).
Western Alliance Bancorporation (WAL) — Not selected 18 Aug 2026 despite rank 23: Financials already holds 4 of 10 (sector cap).
Columbia Banking System (COLB) — Not selected 18 Aug 2026 despite rank 24: Financials already holds 4 of 10 (sector cap).
See every rebalance of this list →
Informational only — NOT financial advice.