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Finding Tomorrow’s Winners With The Emerging Stock Screen

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In a market obsessed with quarterly results and narratives that change by the week, today’s screen searches for the exact opposite – companies that are built to last for decades. The screen identifies the next generation of enduring businesses – before they’re widely recognized.

The Emerging Lindy Screen is about finding future Lindys: businesses that combine invention with discipline, transforming broken industries through structural innovation, vertical integration, and cultural resilience. The screen is designed to uncover the next Amazon or Apple – the types of compounding machines we aim to own long before the world catches on.

To see the criteria used to create The Emerging Lindy Screen, go here.

As of the close of trading on Thursday, February 5, the following 30 stocks met these criteria:

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Highs And Lows

Each week, we also monitor any stocks in the market making 52-week highs. We do this because any stock on its way to generating 2x, 3x, or 10x returns will spend a lot of time making new 52-week highs along the way. Thus, the 52-week-high list provides an opportunity to flag these potential high performers before they really break out, with a particular emphasis on lower-profile, less widely-followed stocks that might have otherwise gone unnoticed.

Notable stocks making a 52-week high this week:

  • Arch Capital (ACGL)

  • AFLAC (AFL)

  • AGCO (AGCO)

  • Allegiant Travel (ALGT)

  • Assurant (AIZ)

  • Allstate (ALL)

  • Amgen (AMGN)

  • Avery Dennison (AVY)

  • Anheuser-Busch InBev (BUD)

  • British American Tobacco (BTI)

  • Ball Corporation (BALL)

  • Brookfield Infrastructure Partners (BIP)

  • BorgWarner (BWA)

  • Cardinal Health (CAH)

  • Chubb (CB)

  • Crown (CCK)

  • ConocoPhillips (COP)

  • Chevron (CVX)

  • CME Group (CME)

  • CSX (CSX)

  • Clearway Energy (CWEN)

  • Deere & Company (DE)

  • Ecolab (ECL)

  • Enterprise Product Partners (ECL)

  • Exact Sciences (EXAS)

  • FedEx (FDX)

  • Gilead Sciences (GILD)

  • Hartford Insurance (HIG)

  • The Hershey Company (HSY)

  • PepsiCo (PEP)

  • Shell (SHEL)

  • Merck & Co. (MRK)

We also monitor stocks on the 52-week-low list. In many cases, the names on this list are there for good reason – the market is often correctly pricing in weak fundamentals. However, once in a while, a great business with excellent long-term prospects finds itself on this list due to a temporary setback. This can create the rare opportunity to buy top-shelf merchandise at bargain-basement prices.

Notable stocks making a 52-week low last week:

  • Adobe (ADBE)

  • Amdocs Limited (DOX)

  • AppFolio (APPF)

  • Atlassian (TEAM)

  • Automatic Data Processing (ADP)

  • Axon Enterprise (AXON)

  • CoStar (CSGP)

  • Coupang (CPNG)

  • Crown Castle (CCI)

  • DocuSign (DOCU)

  • Doximity (DOCS)

  • DraftKings (DKNG)

  • Duolingo (DUOL)

  • Dynatrace (DT)

  • Elastic N.V. (ESTC)

  • Equifax (EFX)

  • FactSet Research Systems (FDS)

  • Fair Isaac (FICO)

  • Fidelity National Information Services (FIS)

  • Fiserv (FI)

  • Flutter Entertainment (FLUT)

  • Gartner (IT)

  • GitLab (GTLB)

  • GoDaddy (GDDY)

  • Guidewire Software (GWRE)

  • Hims & Hers Health (HIMS)

  • HP (HPQ)

  • HubSpot (HUBS)

  • Humana (HUM)

  • Intuit (INTU)

  • JD.com (JD)

  • Monday.com (MNDY)

  • Morningstar (MORN)

  • Netflix (NFLX)

FOR PARTNERS ONLY

An Emerging Lindy Takes The Lead In Public Safety

This week’s selection comes from our Emerging Lindy Screen – businesses that transform industries through structural innovation. Even after roughly three decades in operation, this company still fits our Emerging Lindy profile: founder-led with skin in the game, growing more than 25% annually, and is still in the early innings of monetizing its base. After a recent pullback, the risk-reward is tilting back into favorable territory.

The business sits at the intersection of mission-critical hardware and sticky workflow software. Devices generate data, that data flows into the platform, and the platform becomes the operating layer customers rely on every day. Renewals become standard – and as new features roll out, upselling becomes natural, with customers extending their use cases alongside the platform. That’s how the company sustains one of the strongest net revenue retention rates in the market.

(To become a Partner Pass member, contact our Customer Care team at 888-610-8895, internationally at +1 443-815-4447, or via email at support@porterandcompanyresearch.com.)