Daily Screen · The Five At The Top

The five at the top, 13 October 2026.

1,142 companies read from their own SEC filings and put in order on the close of 13 October. What the screen likes in each of the five, and what the same arithmetic does not like.

This note as a 3:50 video, read aloud. Watch on YouTube.

1,142 US companies were ranked on the close of Tuesday, 13 October 2026. Cricut is first with a score of 83.1, as it was the session before. Progyny joins the five, and Gentex drops out. The biggest move among them: Progyny, down 2.3% 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 1,142 companies were ranked and 135 were left out for want of data.

The five

#CompanyPriceScoreCheapQualSafeConf
1CRCTCricut · Industrials$6.5583.180997370
2FLXSFlexsteel Industries Inc. · Materials$87.0983.074849298
3NRDSNerdWallet · Technology$9.6481.396866835
4YELPYelp · Consumer Services$18.9280.699906315
5PGNYProgyny, Inc. · Healthcare Services$27.3979.580858549

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 $6.55Score 83.1EV/EBIT 9.0×EV/FCF 5.5×ROIC 96.0%Net cash12-month +9.5%
Cheapness 40%80
Quality 30%99
Safety 20%73
Confirmation 10%70
What the screen likes

Quality of 99: 96.0% return on invested capital and profits backed by cash. Cheapness of 80: enterprise value 9.0 times operating profit, 5.5 times free cash flow and a 1.8% trailing shareholder yield.

What it doesn’t

Confirmation of 70: up 9.5% over twelve months and at 138% of its 200-day average.

The session before it was #1 at $6.48 with a score of 83.2; today's close is +1.1% on that.

2 · Flexsteel Industries Inc. — Materials

Price $87.09Score 83.0EV/EBIT 8.5×EV/FCF 7.2×ROIC 27.2%Net cash12-month +99.4%
Cheapness 40%74
Quality 30%84
Safety 20%92
Confirmation 10%98
What the screen likes

Confirmation of 98: up 99.4% over twelve months and at 142% of its 200-day average. Safety of 92: 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 #2 at $87.19 with a score of 82.8; today's close is −0.1% on that.

3 · NerdWallet — Technology

Price $9.64Score 81.3EV/EBIT 7.0×EV/FCF 4.3×ROIC 23.7%Net cash12-month −7.7%
Cheapness 40%96
Quality 30%86
Safety 20%68
Confirmation 10%35
What the screen likes

Cheapness of 96: enterprise value 7.0 times operating profit, 4.3 times free cash flow and a 11.4% trailing shareholder yield. Quality of 86: 23.7% return on invested capital and profits backed by cash.

What it doesn’t

Confirmation of 35: down 7.7% over twelve months and at 96% 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 $9.82 with a score of 81.4; today's close is −1.8% on that.

4 · Yelp — Consumer Services

Price $18.92Score 80.6EV/EBIT 5.9×EV/FCF 3.2×ROIC 21.5%Net debt/EBITDA 0.0×12-month −27.9%
Cheapness 40%99
Quality 30%90
Safety 20%63
Confirmation 10%15
What the screen likes

Cheapness of 99: enterprise value 5.9 times operating profit, 3.2 times free cash flow and a 28.0% 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 27.9% over twelve months and at 78% 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 #4 at $18.63 with a score of 80.6; today's close is +1.6% on that.

5 · Progyny, Inc. — Healthcare Services

Price $27.39Score 79.5EV/EBIT 17.5×EV/FCF 10.3×ROIC 29.5%Net cash12-month +38.6%
Cheapness 40%80
Quality 30%85
Safety 20%85
Confirmation 10%49
What the screen likes

Safety of 85: net cash, no meaningful interest cost and share count down 9.9% on the year. Quality of 85: 29.5% return on invested capital and profits backed by cash.

What it doesn’t

Confirmation of 49: up 38.6% over twelve months and at 113% of its 200-day average.

The session before it was #6 at $28.03 with a score of 79.5; today's close is −2.3% 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 13 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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