Top 10 / Long-term Top 10 — Industrials
Long-term Top 10 — Industrials
The 10 highest long-term scores among covered Industrials companies, rebalanced on the first trading day of each month.
Tracked against the market equal-weight, exits included
Top 10SPY (dashed)rebalance
−2.6% since 2026-08-18, against +0.2% for SPY — 2.8 points behind the benchmark. Tracked since 2026-08-18.
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Who entered, who left, and the reason — with the score moves behind it.
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Where the cutoff sits
The cutoff today is 61.7 across 195 ranked Industrials companies. #11 (HEI.A) is 0.5 below it. A member leaves only if it falls past #15 — 60.2 today.
Changes at the 18 Aug 2026 rebalance
Entered
ARGAN INC (AGX) — Entered 18 Aug 2026: first selection for this list at rank 2, score 67.9.
Emcor (EME) — Entered 18 Aug 2026: first selection for this list at rank 7, score 63.9.
ESCO TECHNOLOGIES INC (ESE) — Entered 18 Aug 2026: first selection for this list at rank 4, score 65.4.
Comfort Systems USA (FIX) — Entered 18 Aug 2026: first selection for this list at rank 1, score 70.0.
Howmet Aerospace (HWM) — Entered 18 Aug 2026: first selection for this list at rank 9, score 63.5.
Mueller Industries (MLI) — Entered 18 Aug 2026: first selection for this list at rank 10, score 62.7.
nVent Electric (NVT) — Entered 18 Aug 2026: first selection for this list at rank 8, score 63.8.
Paychex (PAYX) — Entered 18 Aug 2026: first selection for this list at rank 3, score 66.1.
POWELL INDUSTRIES INC (POWL) — Entered 18 Aug 2026: first selection for this list at rank 5, score 64.9.
WATTS WATER TECHNOLOGIES INC (WTS) — Entered 18 Aug 2026: first selection for this list at rank 6, score 64.0.
10 of 10 changed. This is the list’s first rebalance, so every member is new.
The 10 members
| # | Company · why it is here | Score | P | G | H | V | S | T | Sector rank | Price | Since entry | In the list since |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Comfort Systems USA (FIX) Growth 96th (3-year revenue CAGR 30%, revenue growth year over year 46.1%) and financial health 83rd (debt to equity 0, free cash flow margin 19.2%); weakest is valuation (14th, price to book 18.6, price to earnings 41.7). |
71 | 96 | 83 | 14 | 71 | 66 | 1 | 1696.06 19 Aug 2026 | −2.5% | 18 Aug 2026 | |
| 2 | WATTS WATER TECHNOLOGIES INC (WTS) Long-term trend 85th (a "golden cross" — its 50-day average is above its 200-day) and financial health 73rd (debt to equity 0, free cash flow margin 13.1%); weakest is valuation (37th, price to book 4.5, price to earnings 32.7). |
61 | 70 | 73 | 37 | 71 | 85 | 2 | 374.72 19 Aug 2026 | −0.3% | 18 Aug 2026 | |
| 3 | Paychex (PAYX) Profitability 89th (return on equity 45.1%, operating margin 38.6%) and growth 74th (revenue growth year over year 16.9%, 3-year revenue CAGR 9.2%); weakest is valuation (38th, price to book 11.7, price to earnings 25). |
89 | 74 | 62 | 38 | 71 | 53 | 3 | 122.50 19 Aug 2026 | +2.1% | 18 Aug 2026 | |
| 4 | Howmet Aerospace (HWM) Growth 81st (3-year revenue CAGR 13.4%, revenue growth year over year 18.1%) and profitability 79th (return on equity 34.4%, operating margin 27.2%); weakest is valuation (7th, price to book 19.7, price to earnings 61.2). |
79 | 81 | 60 | 7 | 71 | 78 | 4 | 283.48 19 Aug 2026 | −3.1% | 18 Aug 2026 | |
| 5 | ARGAN INC (AGX) Financial health 97th (debt to equity 0, free cash flow margin 46.7%) and growth 85th (3-year revenue CAGR 27.6%, revenue growth year over year 14.5%); weakest is valuation (11th, price to book 15.6, price to earnings 46.4). |
65 | 85 | 97 | 11 | 71 | 52 | 5 | 528.01 19 Aug 2026 | −4.5% | 18 Aug 2026 | |
| 6 | Mueller Industries (MLI) Financial health 76th (debt to equity 0, free cash flow margin 14.3%) and profitability 71st (return on equity 25.9%, operating margin 22.9%); weakest is long-term trend (50th, a strong downtrend, with sellers in control). |
71 | 53 | 76 | 66 | 71 | 50 | 6 | 62.73 19 Aug 2026 | −2.7% | 18 Aug 2026 | |
| 7 | nVent Electric (NVT) Growth 93rd (revenue growth year over year 46.2%, 3-year revenue CAGR 19.3%) and shareholder return 71st (consecutive years of dividend increases 5 years); weakest is valuation (26th, price to earnings 43, price to book 4.4). |
53 | 93 | 59 | 26 | 71 | 67 | 8 | 156.88 19 Aug 2026 | −4.7% | 18 Aug 2026 | |
| 8 | ESCO TECHNOLOGIES INC (ESE) Financial health 77th (debt to equity 0.1, free cash flow margin 16.8%) and growth 72nd (revenue growth year over year 16.4%, 3-year revenue CAGR 8.5%); weakest is valuation (49th, price to book 4.7, price to earnings 24.5). |
57 | 72 | 77 | 49 | 71 | 54 | 9 | 290.77 19 Aug 2026 | −5.1% | 18 Aug 2026 | |
| 9 | Emcor (EME) Growth 84th (3-year revenue CAGR 15.3%, revenue growth year over year 18.9%) and shareholder return 71st (consecutive years of dividend increases 5 years); weakest is valuation (41st, price to book 8.7, price to earnings 25.1). |
58 | 84 | 59 | 41 | 71 | 57 | 10 | 805.78 19 Aug 2026 | −2.3% | 18 Aug 2026 | |
| 10 | POWELL INDUSTRIES INC (POWL) Financial health 87th (debt to equity 0, free cash flow margin 21.1%) and growth 72nd (3-year revenue CAGR 27.5%, revenue growth year over year 7%); weakest is valuation (15th, price to book 9.5, price to earnings 45.2). |
69 | 72 | 87 | 15 | 71 | 44 | 20 | 198.21 19 Aug 2026 | −2.6% | 18 Aug 2026 |
Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. The initials are the pillars of the Long-term score: P profitability, G growth, H financial health, V valuation, S shareholder return, T long-term trend.
Since entry is the price change from the day the member entered this list to its latest stored close.
How the score is built
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 2. Full method → What is the long-term score? →
Questions
How is the long-term score built?
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 2. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
How often does this list change?
Members are rebalanced on the first trading day of each month. Scores are recomputed nightly, but membership only changes at a scheduled rebalance, or immediately if a company stops being eligible. A member is held while it stays inside the top 15, so a small move in rank does not force a change.
What score does a company need to be in this list?
The cutoff today is 61.7 across 195 ranked Industrials companies. #11 (HEI.A) is 0.5 below it. A member leaves only if it falls past #15 — 60.2 today.
Informational only — NOT financial advice.