Daily Screen · The Five At The Top

The five at the top, 12 October 2026.

1,181 companies read from their own SEC filings and put in order on the close of 12 October. What the screen likes in each of the five, and what the same arithmetic does not like.

This note as a 3:52 video, read aloud. Watch on YouTube.

1,181 US companies were ranked on the close of Monday, 12 October 2026. Cricut is first with a score of 83.2, up from #2 the session before. The same five names as the session before. The biggest move among them: Flexsteel Industries, up 2.4% 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 1,181 companies were ranked and 141 were left out for want of data.

The five

#CompanyPriceScoreCheapQualSafeConf
1CRCTCricut · Industrials$6.4883.280997369
2FLXSFlexsteel Industries Inc. · Materials$87.1982.874849198
3NRDSNerdWallet · Technology$9.8281.497866736
4YELPYelp · Consumer Services$18.6380.699906315
5GNTXGentex Corp. · Autos & Transport Equipment$20.7180.584848448

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

1 · Cricut — Industrials

Price $6.48Score 83.2EV/EBIT 8.9×EV/FCF 5.4×ROIC 96.0%Net cash12-month +3.7%
Cheapness 40%80
Quality 30%99
Safety 20%73
Confirmation 10%69
What the screen likes

Quality of 99: 96.0% return on invested capital and profits backed by cash. Cheapness of 80: enterprise value 8.9 times operating profit, 5.4 times free cash flow and a 1.8% trailing shareholder yield.

What it doesn’t

Confirmation of 69: up 3.7% over twelve months and at 136% of its 200-day average.

The session before it was #2 at $6.39 with a score of 82.7; today's close is +1.4% on that.

2 · Flexsteel Industries Inc. — Materials

Price $87.19Score 82.8EV/EBIT 8.5×EV/FCF 7.2×ROIC 27.2%Net cash12-month +91.2%
Cheapness 40%74
Quality 30%84
Safety 20%91
Confirmation 10%98
What the screen likes

Confirmation of 98: up 91.2% over twelve months and at 143% of its 200-day average. Safety of 91: net cash, interest covered 2114.7 times and share count down 22.6% on the year.

What it doesn’t

Cheapness of 74: enterprise value 8.5 times operating profit and 7.2 times free cash flow.

The session before it was #1 at $85.17 with a score of 83.0; today's close is +2.4% on that.

3 · NerdWallet — Technology

Price $9.82Score 81.4EV/EBIT 7.1×EV/FCF 4.3×ROIC 23.7%Net cash12-month −11.5%
Cheapness 40%97
Quality 30%86
Safety 20%67
Confirmation 10%36
What the screen likes

Cheapness of 97: enterprise value 7.1 times operating profit, 4.3 times free cash flow and a 11.2% trailing shareholder yield. Quality of 86: 23.7% return on invested capital and profits backed by cash.

What it doesn’t

Confirmation of 36: down 11.5% over twelve months and at 98% 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 #3 at $9.74 with a score of 81.2; today's close is +0.8% on that.

4 · Yelp — Consumer Services

Price $18.63Score 80.6EV/EBIT 5.8×EV/FCF 3.2×ROIC 21.5%Net debt/EBITDA 0.0×12-month −31.8%
Cheapness 40%99
Quality 30%90
Safety 20%63
Confirmation 10%15
What the screen likes

Cheapness of 99: enterprise value 5.8 times operating profit, 3.2 times free cash flow and a 28.4% trailing shareholder yield. Quality of 90: 21.5% return on invested capital and profits backed by cash.

What it doesn’t

Confirmation of 15: down 31.8% over twelve months and at 76% of its 200-day average.

The filings did not supply gross profitability and interest cover, 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 #5 at $18.59 with a score of 80.4; today's close is +0.2% on that.

5 · Gentex Corp. — Autos & Transport Equipment

Price $20.71Score 80.5EV/EBIT 8.4×EV/FCF 7.2×ROIC 17.6%Net cash12-month −13.1%
Cheapness 40%84
Quality 30%84
Safety 20%84
Confirmation 10%48
What the screen likes

Quality of 84: 17.6% return on invested capital and profits backed by cash. Cheapness of 84: enterprise value 8.4 times operating profit, 7.2 times free cash flow and a 9.5% trailing shareholder yield.

What it doesn’t

Confirmation of 48: down 13.1% over twelve months and at 89% of its 200-day average.

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

The session before it was #4 at $21.04 with a score of 80.5; today's close is −1.6% 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 12 October 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.

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