Daily Screen · The Five At The Top

The five at the top, 21 October 2026.

1,169 companies read from their own SEC filings and put in order on the close of 21 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.

1,169 US companies were ranked on the close of Wednesday, 21 October 2026. Cricut is first with a score of 83.9, as it was the session before. Progyny joins the five, and Yelp drops out. The biggest move among them: Cricut, 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 1,169 companies were ranked and 140 were left out for want of data.

The five

#CompanyPriceScoreCheapQualSafeConf
1CRCTCricut · Industrials$6.3383.980997276
2FLXSFlexsteel Industries Inc. · Materials$83.5683.175849199
3NRDSNerdWallet · Technology$10.4581.696866741
4GNTXGentex Corp. · Autos & Transport Equipment$21.0080.684848354
5PGNYProgyny, Inc. · Healthcare Services$28.4479.879858555

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 $6.33Score 83.9EV/EBIT 8.6×EV/FCF 5.3×ROIC 96.0%Net cash12-month +13.5%
Cheapness 40%80
Quality 30%99
Safety 20%72
Confirmation 10%76
What the screen likes

Quality of 99: 96.0% return on invested capital and profits backed by cash. Cheapness of 80: enterprise value 8.6 times operating profit, 5.3 times free cash flow and a 1.9% trailing shareholder yield.

What it doesn’t

Safety of 72: net cash, interest covered 217.0 times and share count down 1.5% on the year.

The session before it was #1 at $6.48 with a score of 83.3; today's close is −2.3% on that.

2 · Flexsteel Industries Inc. — Materials

Price $83.56Score 83.1EV/EBIT 8.1×EV/FCF 6.9×ROIC 27.2%Net cash12-month +111.0%
Cheapness 40%75
Quality 30%84
Safety 20%91
Confirmation 10%99
What the screen likes

Confirmation of 99: up 111.0% over twelve months and at 134% 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 75: enterprise value 8.1 times operating profit and 6.9 times free cash flow.

The session before it was #2 at $84.38 with a score of 82.6; today's close is −1.0% on that.

3 · NerdWallet — Technology

Price $10.45Score 81.6EV/EBIT 7.6×EV/FCF 4.6×ROIC 23.7%Net cash12-month −15.9%
Cheapness 40%96
Quality 30%86
Safety 20%67
Confirmation 10%41
What the screen likes

Cheapness of 96: enterprise value 7.6 times operating profit, 4.6 times free cash flow and a 10.5% trailing shareholder yield. Quality of 86: 23.7% return on invested capital and profits backed by cash.

What it doesn’t

Confirmation of 41: down 15.9% over twelve months and at 105% 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 $10.53 with a score of 81.9; today's close is −0.8% on that.

4 · Gentex Corp. — Autos & Transport Equipment

Price $21.00Score 80.6EV/EBIT 8.5×EV/FCF 7.3×ROIC 17.6%Net cash12-month −15.7%
Cheapness 40%84
Quality 30%84
Safety 20%83
Confirmation 10%54
What the screen likes

Quality of 84: 17.6% return on invested capital and profits backed by cash. Cheapness of 84: enterprise value 8.5 times operating profit, 7.3 times free cash flow and a 9.3% trailing shareholder yield.

What it doesn’t

Confirmation of 54: down 15.7% over twelve months and at 90% 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 $21.26 with a score of 81.1; today's close is −1.2% on that.

5 · Progyny, Inc. — Healthcare Services

Price $28.44Score 79.8EV/EBIT 18.3×EV/FCF 10.7×ROIC 29.5%Net cash12-month +38.9%
Cheapness 40%79
Quality 30%85
Safety 20%85
Confirmation 10%55
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 55: up 38.9% over twelve months and at 117% of its 200-day average.

The session before it was #6 at $28.58 with a score of 79.4; today's close is −0.5% 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 21 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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