Structured JSON API for this factor page: https://sharemaestro.com/factors/api/strategies/quality-compounders/

🔬 Quality Compounders

As of 19 Jul 2026· 199 passing· 5070 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.

199
Passing
0.6306
Avg OS
0.4808
Value
0.8562
Quality
0.5824
Momentum
5070
Universe

Opportunity Map

▾

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

7 rebalance periods · 2026-06-07 → 2026-07-19▾
+5.83%
Cumulative Return
7
Rebalance Periods

Yearly Returns

Monthly Returns

Growth of $100

Top Quality Compounders Picks

Top 10 of 199▾

All Quality Compounders Holdings

199 names⊞ Open in Screener▾

Quality Compounders — Top 199

# Ticker Company Sector OS Score Value % Quality % Mom % P/E ROE Vol
1 PHOE Phoenix Asia Holdings Limit… Industrials 0.500 0.000 0.960 0.970 659.2 1.065 8.56
2 RIGL Rigel Pharmaceuticals Inc Healthcare 0.980 0.900 0.930 0.930 2.1 0.911 0.77
3 MSGM Motorsport Gaming Us LLC Communication Services 0.480 0.480 0.460 0.470 3.1 0.880 0.96
4 NVDA NVIDIA Corporation Technology 0.340 0.030 0.920 0.680 30.8 0.817 0.31
5 FBIOP Fortress Biotech Inc Pref S… Healthcare 0.990 0.980 0.840 0.960 0.8 0.788 0.59
6 FBIO Fortress Biotech Inc Healthcare 0.980 0.980 0.840 0.880 0.9 0.788 0.75
7 UI Ubiquiti Networks Inc Technology 0.310 0.020 0.870 0.700 35.1 0.784 0.66
8 XNET Xunlei Ltd Adr Technology 0.960 0.970 0.750 0.700 0.4 0.730 0.77
9 WDC Western Digital Corporation Technology 0.530 0.040 0.910 0.990 25.4 0.670 0.70
10 LRCX Lam Research Corp Technology 0.520 0.010 0.970 0.980 58.4 0.634 0.54
11 TRS TriMas Corporation Consumer Cyclical 0.880 0.940 0.260 0.790 1.6 0.627 0.36
12 ZVRA Zevra Therapeutics Inc. Healthcare 0.800 0.690 0.910 0.280 6.1 0.604 0.59
13 AUPH Aurinia Pharmaceuticals Inc Healthcare 0.800 0.350 0.950 0.910 6.9 0.525 0.35
14 MU Micron Technology Inc Technology 0.680 0.160 0.980 0.990 19.0 0.501 0.76
15 EVER EverQuote Inc Class A Communication Services 0.830 0.800 0.910 0.230 8.4 0.457 0.66
16 NFLX Netflix Inc Communication Services 0.130 0.200 0.760 0.060 21.3 0.451 0.36
17 DRD DRDGOLD Limited ADR Basic Materials 0.240 0.380 0.360 0.370 — 0.448 0.61
18 ADMA ADMA Biologics Inc Healthcare 0.660 0.670 0.890 0.040 12.2 0.424 0.55
19 SCCO Southern Copper Corporation Basic Materials 0.570 0.090 0.970 0.930 29.0 0.422 0.45
20 EGAN eGain Corporation Technology 0.840 0.880 0.680 0.300 4.7 0.420 0.60
21 CRMD CorMedix Inc Healthcare 0.890 0.940 0.970 0.120 3.6 0.414 0.65
22 DECK Deckers Outdoor Corporation Consumer Cyclical 0.820 0.700 0.950 0.290 14.4 0.410 0.46
23 AU AngloGold Ashanti plc Basic Materials 0.980 0.850 0.990 0.910 11.2 0.407 0.61
24 TBPH Theravance Biopharma Inc Healthcare 0.980 0.900 0.990 0.840 7.7 0.394 0.45
25 INVA Innoviva Inc Healthcare 0.920 0.940 0.940 0.330 3.2 0.376 0.32
26 YB Yuanbao Inc. American Depos… Technology 0.890 0.990 0.960 0.040 0.5 0.373 0.47
27 CGEN Compugen Healthcare 0.980 0.890 0.960 0.820 6.4 0.366 0.63
28 LUXE LuxExperience B.V. Consumer Cyclical 0.780 0.940 0.330 0.300 2.5 0.357 0.60
29 IESC IES Holdings Inc Industrials 0.470 0.060 0.840 0.920 32.1 0.355 0.54
30 QLYS Qualys Inc Technology 0.190 0.080 0.960 0.270 27.9 0.353 0.51
31 TSM Taiwan Semiconductor Manufa… Technology 0.990 0.980 0.980 0.900 0.9 0.349 0.30
32 ATEX Anterix Inc Communication Services 0.570 0.120 0.860 0.980 21.6 0.346 0.64
33 BSTZ BlackRock Science and Techn… Financial Services 0.860 0.870 0.280 0.840 3.2 0.342 0.25
34 SPOT Spotify Technology SA Communication Services 0.090 0.030 0.900 0.090 36.3 0.338 0.48
35 SGHC SGHC Limited Consumer Cyclical 0.420 0.120 0.810 0.740 30.5 0.336 0.40
36 GOOGL Alphabet Inc Class A Communication Services 0.550 0.080 0.960 0.920 26.4 0.335 0.34
37 GOOG Alphabet Inc Class C Communication Services 0.550 0.080 0.960 0.920 26.4 0.335 0.33
38 FAST Fastenal Company Industrials 0.110 0.030 0.860 0.250 38.6 0.332 0.24
39 FHI Federated Investors Inc B Financial Services 0.940 0.780 0.940 0.740 11.2 0.331 0.19
40 BAM Brookfield Asset Management… Financial Services 0.100 0.040 0.890 0.150 30.8 0.329 0.25
41 GPOR Gulfport Energy Operating C… Energy 0.900 0.960 0.980 0.160 4.6 0.329 0.34
42 SNDK Sandisk Corp Technology 0.510 0.020 0.920 0.990 44.5 0.327 1.07
43 TPL Texas Pacific Land Corporat… Energy 0.320 0.010 0.920 0.690 56.9 0.324 0.46
44 APPF Appfolio Inc Technology 0.100 0.030 0.980 0.090 41.8 0.323 0.46
45 PTC PTC Inc Technology 0.700 0.710 0.860 0.060 11.5 0.323 0.31
46 WDFC WD-40 Company Basic Materials 0.150 0.040 0.870 0.320 37.1 0.320 0.30
47 LOGI Logitech International SA Technology 0.410 0.240 0.970 0.330 20.8 0.319 0.40
48 FRO Frontline Ltd Energy 0.970 0.830 0.900 0.950 9.0 0.318 0.48
49 LOPE Grand Canyon Education Inc Consumer Defensive 0.390 0.320 0.970 0.140 16.9 0.316 0.34
50 KGC Kinross Gold Corporation Basic Materials 0.980 0.890 0.990 0.860 9.4 0.313 0.53

Quality Compounders — Sector Overview

▾

Sector Allocation

SectorWt%Avg OS#

Sector Factor Profile

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