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.
Generated 2026-11-11 13:25 UTC
Status: buyable in the latest screen — not a held position
| Market Cap | $2.50B |
| Trailing P/E | 4.50 |
| Price / Book | 1.49 |
| Current Ratio | 29.03 |
| Debt / Equity | 0.58 |
| Return on Equity | 37.0% |
| Gross Margin | 56.9% |
| Operating Margin | 77.9% |
| Free Cash Flow | $206.9M |
| Dividend Yield | 5.1% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $5.03B |
| Trailing P/E | 4.65 |
| Price / Book | 2.06 |
| Current Ratio | 6.69 |
| Debt / Equity | 0.30 |
| Return on Equity | 49.0% |
| Gross Margin | 74.5% |
| Operating Margin | 41.0% |
| Free Cash Flow | $165.9M |
| Dividend Yield | 8.3% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $23.66B |
| Trailing P/E | 11.22 |
| Price / Book | 2.08 |
| Current Ratio | 3.61 |
| Debt / Equity | 0.07 |
| Return on Equity | 18.2% |
| Gross Margin | 99.9% |
| Operating Margin | 29.9% |
| Free Cash Flow | $2.09B |
| Dividend Yield | 4.7% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $78.56B |
| Trailing P/E | 9.78 |
| Price / Book | 2.38 |
| Current Ratio | 1.90 |
| Debt / Equity | 0.25 |
| Return on Equity | 25.8% |
| Gross Margin | 63.0% |
| Operating Margin | 28.2% |
| Free Cash Flow | $5.56B |
| Dividend Yield | 2.9% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $2.89B |
| Trailing P/E | 7.61 |
| Price / Book | 1.07 |
| Current Ratio | 1.98 |
| Debt / Equity | 0.16 |
| Return on Equity | 15.1% |
| Gross Margin | 75.0% |
| Operating Margin | 67.9% |
| Free Cash Flow | $313.9M |
| Dividend Yield | 0.0% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $12.78B |
| Trailing P/E | 9.08 |
| Price / Book | 2.57 |
| Current Ratio | 2.19 |
| Debt / Equity | 0.45 |
| Return on Equity | 30.9% |
| Gross Margin | 56.6% |
| Operating Margin | 19.9% |
| Free Cash Flow | $1.15B |
| Dividend Yield | 0.0% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $17.90B |
| Trailing P/E | 8.63 |
| Price / Book | 3.17 |
| Current Ratio | 2.98 |
| Debt / Equity | 0.41 |
| Return on Equity | 30.9% |
| Gross Margin | 38.5% |
| Operating Margin | 32.5% |
| Free Cash Flow | $1.59B |
| Dividend Yield | 2.0% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $3.99B |
| Trailing P/E | 10.39 |
| Price / Book | 1.61 |
| Current Ratio | 2.92 |
| Debt / Equity | 0.00 |
| Return on Equity | 15.9% |
| Gross Margin | 34.2% |
| Operating Margin | 18.7% |
| Free Cash Flow | $330.1M |
| Dividend Yield | 2.5% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $3.23B |
| Trailing P/E | 10.60 |
| Price / Book | 1.90 |
| Current Ratio | 2.56 |
| Debt / Equity | 0.37 |
| Return on Equity | 20.9% |
| Gross Margin | 37.8% |
| Operating Margin | 17.9% |
| Free Cash Flow | $324.8M |
| Dividend Yield | 0.0% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $24.63B |
| Trailing P/E | 12.92 |
| Price / Book | 2.09 |
| Current Ratio | 1.54 |
| Debt / Equity | 0.39 |
| Return on Equity | 16.1% |
| Gross Margin | 48.4% |
| Operating Margin | 18.3% |
| Free Cash Flow | $1.74B |
| Dividend Yield | 2.9% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $36.85B |
| Trailing P/E | 9.22 |
| Price / Book | 1.99 |
| Current Ratio | 1.67 |
| Debt / Equity | 0.23 |
| Return on Equity | 23.3% |
| Gross Margin | 38.6% |
| Operating Margin | -7.1% |
| Free Cash Flow | $7.38B |
| Dividend Yield | 1.9% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $29.06B |
| Trailing P/E | 11.86 |
| Price / Book | 1.98 |
| Current Ratio | 2.22 |
| Debt / Equity | 0.14 |
| Return on Equity | 17.4% |
| Gross Margin | 33.4% |
| Operating Margin | 16.1% |
| Free Cash Flow | $2.08B |
| Dividend Yield | 2.0% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $25.41B |
| Trailing P/E | 12.82 |
| Price / Book | 2.04 |
| Current Ratio | 3.79 |
| Debt / Equity | 0.60 |
| Return on Equity | 16.6% |
| Gross Margin | 38.2% |
| Operating Margin | 33.0% |
| Free Cash Flow | $1.20B |
| Dividend Yield | 1.0% |
| Consecutive Positive-Earnings Years | 4 |
Status: buyable in the latest screen — not a held position
| Market Cap | $4.33B |
| Trailing P/E | 11.81 |
| Price / Book | 2.00 |
| Current Ratio | 1.74 |
| Debt / Equity | 0.90 |
| Return on Equity | 18.6% |
| Gross Margin | 34.8% |
| Operating Margin | 8.5% |
| Free Cash Flow | $169.6M |
| Dividend Yield | 0.9% |
| Consecutive Positive-Earnings Years | 4 |