Skip to content

All rebalances

Long-term Top 10 — Industrials — 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.

Get this list's changes by email

Who entered, who left, and the reason — with the score moves behind it.

Sign in to subscribe Subscriptions are available to signed-in accounts while email delivery is being set up.

Informational only — not financial advice. The daily email has not started yet — subscribing now puts you on the list for the first one. Unsubscribe in one click.

The ten

#CompanySectorScore
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 (16th, price to book 13.4, price to earnings 42.7).

  • Profitability71.4
  • Growth96.3
  • Financial health83.1
  • Valuation15.6
  • Shareholder return70.8
  • Long-term trend72.8
Industrials 70.0
2 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 (13th, price to book 10.7, price to earnings 48.6).

  • Profitability65.3
  • Growth84.7
  • Financial health97.2
  • Valuation13.4
  • Shareholder return70.8
  • Long-term trend71.4
Industrials 67.9
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 (41st, price to book 9.8, price to earnings 24.3).

  • Profitability88.7
  • Growth74.3
  • Financial health61.9
  • Valuation40.6
  • Shareholder return70.8
  • Long-term trend55.2
Industrials 66.1
4 ESCO TECHNOLOGIES INC (ESE)

Financial health 77th (debt to equity 0.1, free cash flow margin 16.8%) and growth 73rd (revenue growth year over year 16.4%, 3-year revenue CAGR 8.5%); weakest is valuation (52nd, price to book 3.5, price to earnings 25.2).

  • Profitability57.5
  • Growth72.5
  • Financial health77.1
  • Valuation51.9
  • Shareholder return70.8
  • Long-term trend64.6
Industrials 65.4
5 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 (25th, price to book 5.7, price to earnings 39.6).

  • Profitability69.5
  • Growth71.7
  • Financial health87.2
  • Valuation25.1
  • Shareholder return70.8
  • Long-term trend63.7
Industrials 64.9
6 WATTS WATER TECHNOLOGIES INC (WTS)

Financial health 73rd (debt to equity 0, free cash flow margin 13.1%) and long-term trend 73rd (a "golden cross" — its 50-day average is above its 200-day); weakest is valuation (35th, price to book 4.5, price to earnings 33.6).

  • Profitability61.3
  • Growth70.0
  • Financial health73.1
  • Valuation34.7
  • Shareholder return70.8
  • Long-term trend72.5
Industrials 64.0
7 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 (40th, price to book 7.5, price to earnings 25.7).

  • Profitability58.3
  • Growth83.8
  • Financial health59.2
  • Valuation40.1
  • Shareholder return70.8
  • Long-term trend67.3
Industrials 63.9
8 nVent Electric (NVT)

Growth 94th (revenue growth year over year 46.2%, 3-year revenue CAGR 19.3%) and long-term trend 74th (over the past 12 months this stock beat the market by 64.8 percentage points); weakest is valuation (25th, price to earnings 46.6, price to book 4.4).

  • Profitability53.5
  • Growth93.5
  • Financial health59.4
  • Valuation24.5
  • Shareholder return70.8
  • Long-term trend73.5
Industrials 63.8
9 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 (8th, price to book 15.4, price to earnings 59.9).

  • Profitability79.3
  • Growth81.4
  • Financial health60.3
  • Valuation8.1
  • Shareholder return70.8
  • Long-term trend70.3
Industrials 63.5
10 Mueller Industries (MLI)

Financial health 77th (debt to equity 0, free cash flow margin 14.3%) and profitability 72nd (return on equity 25.9%, operating margin 22.9%); weakest is long-term trend (51st, a strong downtrend, with sellers in control).

  • Profitability71.6
  • Growth53.1
  • Financial health76.5
  • Valuation60.6
  • Shareholder return70.8
  • Long-term trend50.5
Industrials 62.7

Entered on 18 Aug 2026

Comfort Systems USA (FIX) — Entered 18 Aug 2026: first selection for this list at rank 1, score 70.0.

ARGAN INC (AGX) — Entered 18 Aug 2026: first selection for this list at rank 2, score 67.9.

Paychex (PAYX) — Entered 18 Aug 2026: first selection for this list at rank 3, score 66.1.

ESCO TECHNOLOGIES INC (ESE) — Entered 18 Aug 2026: first selection for this list at rank 4, score 65.4.

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.

Emcor (EME) — Entered 18 Aug 2026: first selection for this list at rank 7, score 63.9.

nVent Electric (NVT) — Entered 18 Aug 2026: first selection for this list at rank 8, score 63.8.

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.

See every rebalance of this list →

Informational only — NOT financial advice.

Research stocks in your own words.

Informational only — NOT financial advice.

ScreenersBlogPrivacyiOS app