Top 10 — Materials — 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 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 1.
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The ten
| # | Company | Why it was here | Sector | Score |
|---|---|---|---|---|
| 1 | Newmont (NEM) | Growth 91st (3-year revenue CAGR 23.9%, revenue growth year over year 25.2%).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 capital return (21st, consecutive years of dividend increases 2 years). |
Materials | 73.2 |
| 2 | Hecla Mining Co (HL) | Growth 94th (revenue growth year over year 51.2%, 3-year revenue CAGR 19.1%).Growth 94th (revenue growth year over year 51.2%, 3-year revenue CAGR 19.1%) and financial health 92nd (debt to equity 0, free cash flow margin 32.2%); weakest is valuation (27th, price to earnings 35.6, price to book 5). |
Materials | 70.3 |
| 3 | CF Industries (CF) | Profitability 89th (operating margin 41%, return on equity 40.4%).Profitability 89th (operating margin 41%, return on equity 40.4%) and valuation 76th (price to earnings 8.6, price to book 2.5); weakest is growth (43rd, 3-year revenue CAGR -14.1%, revenue growth year over year 20%). |
Materials | 67.4 |
| 4 | Southern Copper (SCCO) | Profitability 94th (operating margin 56.9%, return on equity 49.3%).Profitability 94th (operating margin 56.9%, return on equity 49.3%) and growth 83rd (revenue growth year over year 32.8%, 3-year revenue CAGR 10.1%); weakest is capital return (21st, consecutive years of dividend increases 2 years). |
Materials | 66.4 |
| 5 | Royal Gold (RGLD) | Growth 91st (3-year revenue CAGR 19.5%).Growth 91st (3-year revenue CAGR 19.5%) and capital return 71st (consecutive years of dividend increases 5 years); weakest is financial health (46th, free cash flow margin 0%, debt to equity 0.1). |
Materials | 64.8 |
| 6 | UNITED STATES LIME AND MINERALS IN (USLM) | Financial health 90th (debt to equity 0, free cash flow margin 24.4%).Financial health 90th (debt to equity 0, free cash flow margin 24.4%) and profitability 80th (operating margin 42.1%, return on equity 20.8%); weakest is capital return (36th, consecutive years of dividend increases 4 years). |
Materials | 61.4 |
| 7 | COMMERCIAL METALS (CMC) | Valuation 83rd (price to earnings 13.4, price to book 1.5).Valuation 83rd (price to earnings 13.4, price to book 1.5) and growth 77th (3-year revenue CAGR 11.2%, revenue growth year over year 15.2%); weakest is financial health (33rd, free cash flow margin 4.6%, debt to equity 0.8). |
Materials | 59.7 |
| 8 | Carpenter Technology Corporation (CRS) | Trend 72nd (a "golden cross" — its 50-day average is above its 200-day).Trend 72nd (a "golden cross" — its 50-day average is above its 200-day) and capital return 71st (consecutive years of dividend increases 5 years); weakest is valuation (16th, price to earnings 55.2, price to book 7.3). |
Materials | 59.4 |
| 9 | WARRIOR MET COAL INC (HCC) | Growth 94th (revenue growth year over year 37.5%).Growth 94th (revenue growth year over year 37.5%) and trend 68th (over the past 12 months this stock beat the market by 47.8 percentage points); weakest is capital return (12th, consecutive years of dividend increases 1 year). |
Materials | 59.4 |
| 10 | Sonoco (SON) | Valuation 92nd (price to earnings 9.2, price to book 1.2).Valuation 92nd (price to earnings 9.2, price to book 1.2) and capital return 71st (consecutive years of dividend increases 5 years); weakest is financial health (25th, free cash flow margin 4.8%, debt to equity 1.2). |
Materials | 59.0 |
Entered on 18 Aug 2026
Newmont (NEM) — Entered 18 Aug 2026: first selection for this list at rank 1, score 73.2.
Hecla Mining Co (HL) — Entered 18 Aug 2026: first selection for this list at rank 2, score 70.3.
CF Industries (CF) — Entered 18 Aug 2026: first selection for this list at rank 3, score 67.4.
Southern Copper (SCCO) — Entered 18 Aug 2026: first selection for this list at rank 4, score 66.4.
Royal Gold (RGLD) — Entered 18 Aug 2026: first selection for this list at rank 5, score 64.8.
UNITED STATES LIME AND MINERALS IN (USLM) — Entered 18 Aug 2026: first selection for this list at rank 6, score 61.4.
COMMERCIAL METALS (CMC) — Entered 18 Aug 2026: first selection for this list at rank 7, score 59.7.
Carpenter Technology Corporation (CRS) — Entered 18 Aug 2026: first selection for this list at rank 8, score 59.4.
WARRIOR MET COAL INC (HCC) — Entered 18 Aug 2026: first selection for this list at rank 9, score 59.4.
Sonoco (SON) — Entered 18 Aug 2026: first selection for this list at rank 10, score 59.0.
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Informational only — NOT financial advice.