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.
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The ten
| # | Company | Sector | Score |
|---|---|---|---|
| 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). |
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). |
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). |
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). |
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). |
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). |
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). |
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). |
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). |
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). |
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.
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Informational only — NOT financial advice.