Top 10 — Materials — 1 Oct 2026
The ten as they stood on 1 Oct 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 4.
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The ten
| # | Company | Why it was here | Sector | Score |
|---|---|---|---|---|
| 1 | Newmont (NEM) | Growth 84th (3-year revenue CAGR 23.9%, revenue growth year over year 25.2%).Growth 84th (3-year revenue CAGR 23.9%, revenue growth year over year 25.2%) and financial health 84th (free cash flow margin 32.2%, debt to equity 0.2); weakest is trend (59th, a "golden cross" — its 50-day average is above its 200-day). |
Materials | 72.1 |
| 2 | AngloGold Ashanti (AU) | Growth 88th (3-year revenue CAGR 30%, revenue growth year over year 29.4%).Growth 88th (3-year revenue CAGR 30%, revenue growth year over year 29.4%) and profitability 88th (return on equity 32%); weakest is trend (48th, it is 27.1% below its highest point of the past year). Scored on 5 of 6 pillars — it pays a dividend, but its filings carry no per-share series to count increases from; no annual share count in its filings. |
Materials | 72.0 |
| 3 | Southern Copper (SCCO) | Profitability 95th (operating margin 52.2%, return on equity 39.2%).Profitability 95th (operating margin 52.2%, return on equity 39.2%) and trend 81st (a "golden cross" — its 50-day average is above its 200-day); weakest is valuation (24th, price to book 13.2, price to earnings 29.3). |
Materials | 67.2 |
| 4 | CF Industries (CF) | Capital return 87th (net share count bought back over the year 10.2, consecutive years of dividend increases 9 years).Capital return 87th (net share count bought back over the year 10.2, consecutive years of dividend increases 9 years) and profitability 85th (operating margin 32.5%, return on equity 23.1%); weakest is growth (40th, 3-year revenue CAGR -14.1%, revenue growth year over year 20%). |
Materials | 66.3 |
| 7 | Royal Gold (RGLD) | Financial health 84th (debt to equity 0.1).Financial health 84th (debt to equity 0.1) and growth 82nd (3-year revenue CAGR 19.5%); weakest is trend (42nd, a "death cross" — its 50-day average is below its 200-day). |
Materials | 63.3 |
| 8 | UNITED STATES LIME AND MINERALS IN (USLM) | Financial health 90th (debt to equity 0, free cash flow margin 27.4%).Financial health 90th (debt to equity 0, free cash flow margin 27.4%) and profitability 86th (operating margin 42.4%, return on equity 21.3%); weakest is trend (38th, a "death cross" — its 50-day average is below its 200-day). |
Materials | 61.2 |
| 9 | Sonoco (SON) | Valuation 90th (price to earnings 7.7, price to book 1.3).Valuation 90th (price to earnings 7.7, price to book 1.3) and profitability 71st (return on equity 27.6%, operating margin 13.5%); weakest is financial health (28th, debt to equity 1.2, free cash flow margin 4.6%). |
Materials | 59.7 |
| 10 | WARRIOR MET COAL INC (HCC) | Growth 91st (revenue growth year over year 37.5%).Growth 91st (revenue growth year over year 37.5%) and financial health 81st (debt to equity 0.1); weakest is profitability (22nd, return on equity 2.7%). |
Materials | 59.5 |
| 11 | Ball Corporation (BALL) | Capital return 90th (net share count bought back over the year 10.5, consecutive years of dividend increases 11 years).Capital return 90th (net share count bought back over the year 10.5, consecutive years of dividend increases 11 years) and profitability 68th (return on equity 16.9%); weakest is financial health (26th, debt to equity 1.3). |
Materials | 58.9 |
| 13 | Hecla Mining Co (HL) | Growth 89th (revenue growth year over year 51.2%, 3-year revenue CAGR 19.1%).Growth 89th (revenue growth year over year 51.2%, 3-year revenue CAGR 19.1%) and financial health 87th (debt to equity 0); weakest is trend (32nd, it is 50.2% below its highest point of the past year). |
Materials | 57.7 |
Entered on 1 Oct 2026
Ball Corporation (BALL) — Entered 1 Oct 2026: score 58.9, rank 11 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version).
Passed over on 1 Oct 2026
Coeur Mining, Inc. (CDE) — Not selected 1 Oct 2026 despite rank 5: it moves too closely with companies this list already holds (HL, NEM, RGLD, AU, SCCO, HCC, USLM), 0.53 against a cap of 0.35.
SSR MINING INC (SSRM) — Not selected 1 Oct 2026 despite rank 6: it moves too closely with companies this list already holds (AU, NEM, RGLD, HL, SCCO, HCC), 0.52 against a cap of 0.35.
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