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🔬 Quality Compounders

As of 7 Jun 2026· 193 passing· 5315 in universe

Long-duration compounders that reinvest at high rates of return. The quality factors here — ROE > 15%, margins > 10%, D/E < 1.0 — identify businesses with durable competitive advantages.

193
Passing
0.5908
Avg OS
0.4282
Value
0.8202
Quality
0.593
Momentum
5315
Universe

Opportunity Map

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Axes show percentile rank within holdings. Bubble size = . Colour = . Hover for detail, click to open ticker.

Strategy Insights

Factor analysis · Risk profile · Composition▾

Factor Pillars

Holdings vs Universe

Standouts

Highest & lowest OS

Sector Concentration

Allocation risk

Risk Profile

Volatility distribution

Quality Gate

Piotroski F-Score

Size Profile

Market cap distribution

Performance Analytics

Awaiting strategy performance history▾
Performance Analytics
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Top Quality Compounders Picks

Top 10 of 193▾

All Quality Compounders Holdings

193 names⊞ Open in Screener▾

Quality Compounders — Top 193

# Ticker Company Sector OS Score Value % Quality % Mom % P/E ROE Vol
1 PHOE Phoenix Asia Holdings Limit… Industrials 0.490 0.000 0.940 0.980 324.1 1.065 8.58
2 RIGL Rigel Pharmaceuticals Inc Healthcare 0.980 0.940 0.920 0.760 1.6 0.911 0.75
3 MSGM Motorsport Gaming Us LLC Communication Services 0.420 0.450 0.450 0.450 3.7 0.880 0.96
4 NVDA NVIDIA Corporation Technology 0.410 0.030 0.880 0.830 31.3 0.817 0.30
5 FBIO Fortress Biotech Inc Healthcare 0.980 0.970 0.930 0.740 0.8 0.788 0.73
6 FBIOP Fortress Biotech Inc Pref S… Healthcare 0.970 0.810 0.950 0.900 6.2 0.788 0.62
7 UI Ubiquiti Networks Inc Technology 0.380 0.020 0.830 0.850 36.5 0.784 0.67
8 XNET Xunlei Ltd Adr Technology 0.170 0.340 0.340 0.340 — 0.730 0.78
9 WDC Western Digital Corporation Technology 0.480 0.020 0.870 0.990 29.7 0.670 0.52
10 LRCX Lam Research Corp Technology 0.510 0.010 0.960 0.970 56.8 0.634 0.48
11 TRS TriMas Corporation Consumer Cyclical 0.890 0.940 0.220 0.850 1.6 0.627 0.35
12 ZVRA Zevra Therapeutics Inc. Healthcare 0.880 0.690 0.840 0.670 5.1 0.604 0.63
13 SSSS SuRo Capital Corp Financial Services 0.410 0.300 0.250 0.920 2.0 0.568 0.35
14 AUPH Aurinia Pharmaceuticals Inc Healthcare 0.750 0.310 0.930 0.910 7.3 0.525 0.41
15 EVER EverQuote Inc Class A Communication Services 0.840 0.880 0.820 0.110 6.5 0.457 0.64
16 ABEO Abeona Therapeutics Inc Healthcare 0.490 0.750 0.260 0.140 4.7 0.456 0.47
17 DRD DRDGOLD Limited ADR Basic Materials 0.810 0.650 0.640 0.650 — 0.448 0.60
18 NFLX Netflix Inc Communication Services 0.110 0.100 0.910 0.080 26.4 0.430 0.35
19 ADMA ADMA Biologics Inc Healthcare 0.270 0.320 0.870 0.010 11.6 0.424 0.58
20 SCCO Southern Copper Corporation Basic Materials 0.550 0.060 0.970 0.920 28.6 0.422 0.44
21 EGAN eGain Corporation Technology 0.930 0.820 0.770 0.740 5.2 0.420 0.60
22 CRMD CorMedix Inc Healthcare 0.860 0.910 0.960 0.050 4.3 0.414 0.65
23 DECK Deckers Outdoor Corporation Consumer Cyclical 0.400 0.300 0.940 0.220 14.9 0.410 0.48
24 AU AngloGold Ashanti plc Basic Materials 0.960 0.750 0.990 0.930 12.2 0.407 0.61
25 TBPH Theravance Biopharma Inc Healthcare 0.930 0.680 0.990 0.830 7.3 0.394 0.45
26 INVA Innoviva Inc Healthcare 0.880 0.890 0.900 0.250 3.8 0.376 0.32
27 CGEN Compugen Healthcare 0.970 0.900 0.950 0.760 5.7 0.366 0.64
28 LUXE LuxExperience B.V. Consumer Cyclical 0.670 0.940 0.250 0.150 2.4 0.357 0.59
29 IESC IES Holdings Inc Industrials 0.440 0.030 0.810 0.950 38.2 0.355 0.54
30 QLYS Qualys Inc Technology 0.210 0.160 0.990 0.100 19.5 0.353 0.46
31 BSTZ BlackRock Science and Techn… Financial Services 0.870 0.850 0.270 0.880 3.4 0.342 0.22
32 SPOT Spotify Technology SA Communication Services 0.070 0.030 0.860 0.080 38.4 0.338 0.48
33 SGHC SGHC Limited Consumer Cyclical 0.540 0.110 0.940 0.840 26.8 0.336 0.43
34 GOOG Alphabet Inc Class C Communication Services 0.540 0.060 0.960 0.930 27.9 0.335 0.32
35 GOOGL Alphabet Inc Class A Communication Services 0.540 0.050 0.960 0.940 28.2 0.335 0.32
36 MU Micron Technology Inc Technology 0.550 0.030 0.980 0.990 40.8 0.333 0.72
37 FHI Federated Investors Inc B Financial Services 0.940 0.770 0.910 0.800 10.4 0.331 0.19
38 BAM Brookfield Asset Management… Financial Services 0.100 0.040 0.900 0.150 29.8 0.330 0.25
39 GPOR Gulfport Energy Operating C… Energy 0.910 0.950 0.990 0.180 5.3 0.329 0.35
40 TSM Taiwan Semiconductor Manufa… Technology 0.770 0.630 0.620 0.630 — 0.328 0.28
41 SNDK Sandisk Corp Technology 0.480 0.010 0.890 0.990 54.3 0.327 0.97
42 FAST Fastenal Company Industrials 0.140 0.030 0.910 0.300 41.4 0.326 0.25
43 TPL Texas Pacific Land Corporat… Energy 0.100 0.010 0.850 0.270 53.4 0.324 0.45
44 APPF Appfolio Inc Technology 0.100 0.030 0.960 0.110 39.3 0.323 0.45
45 PTC PTC Inc Technology 0.290 0.240 0.950 0.130 13.0 0.323 0.28
46 LOGI Logitech International SA Technology 0.500 0.120 0.920 0.780 23.4 0.319 0.38
47 FRO Frontline Ltd Energy 0.960 0.800 0.910 0.940 8.7 0.318 0.46
48 LOPE Grand Canyon Education Inc Consumer Defensive 0.250 0.200 0.960 0.130 18.6 0.316 0.33
49 KGC Kinross Gold Corporation Basic Materials 0.970 0.810 0.990 0.910 11.0 0.313 0.52
50 XZO Exzeo Group, Inc. Financial Services 0.880 0.670 0.950 0.620 14.1 0.310 0.70

Quality Compounders — Sector Overview

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Sector Allocation

SectorWt%Avg OS#

Sector Factor Profile

Average factor percentile per sector within this strategy's holdings.