Daily Screen · The Five At The Top

The five at the top, 24 September 2026.

1,174 companies read from their own SEC filings and put in order on the close of 24 September. What the screen likes in each of the five, and what the same arithmetic does not like.

This note as a 3:49 video, read aloud. Watch on YouTube.

Published late, on 30 September 2026. The ranking and every price below are as of the close of 24 September 2026, exactly as the screen produced them that night.

1,174 US companies were ranked on the close of Thursday, 24 September 2026. Yelp is first with a score of 80.2, as it was the session before. BorgWarner joins the five, and Progyny drops out. The biggest move among them: Charles River Labs, up 6.2% on the day.

How to read the four numbers

Every company gets four scores, and each is a percentile against other companies in its own sector, on the same day. Cheapness 98 means the company looks cheaper than 98% of its sector on enterprise value against operating profit, free cash flow and sales, plus what it returns to shareholders. It does not mean cheap against the market.

The four combine into one composite: cheapness 40%, quality 30%, safety 20%, confirmation 10%. To be ranked at all a company must trade above $3.0, be worth $300 million, and turn over $2 million of stock a day. Banks, insurers and property trusts are excluded, because enterprise-value measures do not describe those balance sheets honestly. This session 1,174 companies were ranked and 154 were left out for want of data.

The five

#CompanyPriceScoreCheapQualSafeConf
1YELPYelp · Consumer Services$18.3780.29892639
2NRDSNerdWallet · Technology$8.2079.798846525
3CRCTCricut · Industrials$5.9278.580985757
4BWABorgWarner · Autos & Transport Equipment$58.4877.581688284
5CRLCharles River Labs · Biotech & Pharma$294.4477.485756777

Everything except the price comes from each company’s most recent SEC filings, which can lag a quarter behind the news.

1 · Yelp — Consumer Services

Price $18.37Score 80.2EV/EBIT 5.6×EV/FCF 2.8×ROIC 24.7%Net cash12-month −24.5%
Cheapness 40%98
Quality 30%92
Safety 20%63
Confirmation 10%9
What the screen likes

Cheapness of 98: enterprise value 5.6 times operating profit, 2.8 times free cash flow and a 28.3% trailing shareholder yield. Quality of 92: 24.7% return on invested capital and profits backed by cash.

What it doesn’t

Confirmation of 9: down 24.5% over twelve months and at 73% of its 200-day average.

The filings did not supply gross profitability, so the score leans on fewer measures than usual. The shareholder yield is a trailing twelve-month figure, divided by today's market value: a lower price raises it without a dollar more being returned.

The session before it was #1 at $17.73 with a score of 80.2; today's close is +3.6% on that.

2 · NerdWallet — Technology

Price $8.20Score 79.7EV/EBIT 6.6×EV/FCF 3.7×ROIC 20.6%Net cash12-month −7.3%
Cheapness 40%98
Quality 30%84
Safety 20%65
Confirmation 10%25
What the screen likes

Cheapness of 98: enterprise value 6.6 times operating profit, 3.7 times free cash flow and a 13.0% trailing shareholder yield. Quality of 84: 20.6% return on invested capital and profits backed by cash.

What it doesn’t

Confirmation of 25: down 7.3% over twelve months and at 79% of its 200-day average.

The filings did not supply gross profitability, so the score leans on fewer measures than usual.

The session before it was #2 at $8.10 with a score of 79.5; today's close is +1.2% on that.

3 · Cricut — Industrials

Price $5.92Score 78.5EV/EBIT 9.6×EV/FCF 5.0×ROIC 68.5%Net cash12-month −13.7%
Cheapness 40%80
Quality 30%98
Safety 20%57
Confirmation 10%57
What the screen likes

Quality of 98: 68.5% return on invested capital and profits backed by cash. Cheapness of 80: enterprise value 9.6 times operating profit, 5.0 times free cash flow and a 2.0% trailing shareholder yield.

What it doesn’t

Confirmation of 57: down 13.7% over twelve months and at 127% of its 200-day average.

The session before it was #3 at $5.89 with a score of 78.1; today's close is +0.5% on that.

4 · BorgWarner — Autos & Transport Equipment

Price $58.48Score 77.5EV/EBIT 10.9×ROIC 16.0%12-month +48.9%
Cheapness 40%81
Quality 30%68
Safety 20%82
Confirmation 10%84
What the screen likes

Confirmation of 84: up 48.9% over twelve months and at 99% of its 200-day average. Safety of 82: no meaningful interest cost and share count down 5.3% on the year.

What it doesn’t

Quality of 68: 16.0% return on invested capital.

The filings did not supply EV/free cash flow, accruals and net debt/EBITDA, so the score leans on fewer measures than usual.

The session before it was #6 at $60.55 with a score of 76.7; today's close is −3.4% on that.

5 · Charles River Labs — Biotech & Pharma

Price $294.44Score 77.4EV/EBIT 32.6×EV/FCF 19.0×ROIC 12.3%Net cash12-month +98.1%
Cheapness 40%85
Quality 30%75
Safety 20%67
Confirmation 10%77
What the screen likes

Cheapness of 85: enterprise value 32.6 times operating profit, 19.0 times free cash flow and a 2.5% trailing shareholder yield. Confirmation of 77: up 98.1% over twelve months and at 142% of its 200-day average.

What it doesn’t

Safety of 67: net cash, no meaningful interest cost and share count down 2.1% on the year.

The filings did not supply gross profitability, so the score leans on fewer measures than usual.

The session before it was #4 at $277.33 with a score of 77.4; today's close is +6.2% on that.

The standing limit: in testing, this ranking ordered the universe — the bottom decile performed consistently worse than the top — but the top decile itself performed about in line with the market. A high rank buys a shorter reading list. It does not buy a return.

Sources: The Vance Report’s own screen file for 24 September 2026, built from SEC company facts and Nasdaq closing prices; the method is at how the Vance Value Screener works. Educational research, not investment advice.

All field notes

Notice Educational research only — not investment advice. The Vance Report is not a registered investment adviser or broker-dealer.
Screened securities are high-risk, volatile, and may involve total loss of principal. Data may be delayed or inaccurate — verify before relying on it.