Stage 1: every ticker must first clear all 7 Graham entry gates (pass/fail) to even be considered:
Stage 2: stocks clearing Stage 1 must also meet a Munger quality floor before they're eligible for a score:
Everything clearing both stages gets a 0–100 Munger score, weighted: return on equity 30%, gross margin 20%, FCF yield 20%, low debt 15%, operating margin 15%. Ranking, not a pass/fail bar — the buy queue takes the top-scoring names within the portfolio's position limits. Full detail: DESIGN.md §3.3.
Generated 2026-07-26 18:51 UTC
Status: buyable in the latest screen — not a held position
| Market Cap | $24.96B |
| Trailing P/E | 12.50 |
| Price / Book | 2.32 |
| Current Ratio | 5.54 |
| Debt / Equity | 0.04 |
| Return on Equity | 18.7% |
| Gross Margin | 52.0% |
| Operating Margin | 37.2% |
| Free Cash Flow | $1.88B |
| Dividend Yield | 4.5% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $3.25B |
| Trailing P/E | 8.69 |
| Price / Book | 1.24 |
| Current Ratio | 1.81 |
| Debt / Equity | 0.16 |
| Return on Equity | 15.6% |
| Gross Margin | 76.0% |
| Operating Margin | 72.0% |
| Free Cash Flow | $313.0M |
| Dividend Yield | — |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $12.98B |
| Trailing P/E | 9.25 |
| Price / Book | 2.71 |
| Current Ratio | 2.23 |
| Debt / Equity | 0.44 |
| Return on Equity | 32.0% |
| Gross Margin | 55.7% |
| Operating Margin | 11.2% |
| Free Cash Flow | $1.13B |
| Dividend Yield | — |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $38.52B |
| Trailing P/E | 9.71 |
| Price / Book | 2.08 |
| Current Ratio | 1.77 |
| Debt / Equity | 0.22 |
| Return on Equity | 22.1% |
| Gross Margin | 37.9% |
| Operating Margin | 17.6% |
| Free Cash Flow | $5.51B |
| Dividend Yield | 1.7% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $4.57B |
| Trailing P/E | 8.40 |
| Price / Book | 2.08 |
| Current Ratio | 7.34 |
| Debt / Equity | 0.28 |
| Return on Equity | 26.9% |
| Gross Margin | 67.7% |
| Operating Margin | 61.3% |
| Free Cash Flow | $16.6M |
| Dividend Yield | 4.2% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $5.30B |
| Trailing P/E | 9.59 |
| Price / Book | 2.14 |
| Current Ratio | 1.69 |
| Debt / Equity | 0.71 |
| Return on Equity | 23.1% |
| Gross Margin | 36.3% |
| Operating Margin | 15.4% |
| Free Cash Flow | $712.1M |
| Dividend Yield | 2.4% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $20.75B |
| Trailing P/E | 13.00 |
| Price / Book | 1.90 |
| Current Ratio | 2.90 |
| Debt / Equity | 0.68 |
| Return on Equity | 15.2% |
| Gross Margin | 36.8% |
| Operating Margin | 21.4% |
| Free Cash Flow | $1.41B |
| Dividend Yield | 1.1% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $3.55B |
| Trailing P/E | 12.89 |
| Price / Book | 1.91 |
| Current Ratio | 1.61 |
| Debt / Equity | 0.64 |
| Return on Equity | 15.9% |
| Gross Margin | 39.3% |
| Operating Margin | 5.1% |
| Free Cash Flow | $451.8M |
| Dividend Yield | 1.5% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $3.13B |
| Trailing P/E | 10.67 |
| Price / Book | 1.67 |
| Current Ratio | 7.35 |
| Debt / Equity | 0.14 |
| Return on Equity | 17.4% |
| Gross Margin | 30.8% |
| Operating Margin | 18.1% |
| Free Cash Flow | $81.9M |
| Dividend Yield | — |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $2.89B |
| Trailing P/E | 8.23 |
| Price / Book | 1.39 |
| Current Ratio | 1.68 |
| Debt / Equity | 0.92 |
| Return on Equity | 18.8% |
| Gross Margin | 34.6% |
| Operating Margin | 5.2% |
| Free Cash Flow | $88.3M |
| Dividend Yield | 1.3% |
| Consecutive Positive-Earnings Years | 4 |