03 August 2026 Screener

Full cadence run: 782-ticker universe rebuilt fresh (cache was exactly 7 days old, didn’t qualify for reuse) → 118 survivors cleared the quantitative filter → full 6-part diligence on all 118 → single consolidated scoring pass → 10 excluded, 108 scored, 7 landed at 7.0/10 (6.5%, no calibration issue). Log updated and re-sorted.

High-conviction, actionable (2+ appearances, fresh evidence — the only names presented as leads):

FIS (Fidelity National Information Services) — $44.77 (FMP) vs $43.56 (web, 2.7% discrepancy flagged), 43.5% off 52wk high, mkt cap $23.1B. 6th appearance. Passes: 2/3 valuation corroboration (DCF $73.68, analyst $52.14). Moat: core-banking-software switching costs. Insider trading: genuine CEO Ferris + director Goldstein open-market buying cluster, reconfirmed. Legal: Worldpay-legacy leverage (Altman Z 0.29) — real balance-sheet risk, -0.3 deduction. Value-trap answer: temporarily wrong, but leverage is a genuine watch item. Score: 6.5 core − 0.3 legal + 0.8 boost = 7.0. Trigger: watch for a confirmed operating beat/raise (none found yet) before adding size; next earnings is the key checkpoint.

NOW (ServiceNow) — $111.23 (FMP + web match), 42.9% off 52wk high, mkt cap $115.0B. 6th appearance. Passes: single-sourced valuation (analyst $138, 24% upside) but a confirmed Q2 beat-and-raise. Insider/congressional: no genuine insider buying, but a real, large one-directional congressional purchase (Rep. Tony Wied, $1–5M, no offsetting sale). Legal: none. Value-trap answer: temporarily wrong. Score: 6.5 core + 0.5 boost = 7.0. Trigger: valuation richness on FCF basis is the main caution — better entries likely on further weakness rather than chasing here.

SPGI (S&P Global) — $411.93 (FMP + web match), 24.8% off 52wk high, mkt cap $121.4B. Promoted from Watchlist, 2nd appearance. Passes: 20–40% band, 5yr-cheap (EV/Sales 8.7x vs 11.8x avg). Moat: ratings triopoly + index-licensing network effects (best-in-class in this run’s dataset). Catalyst: confirmed Q2 beat, raised buyback to >$7B, completed Mobility spin-off. Insider: multi-person open-market buying cluster (CEO Cheung, director Moritz, officer Clay). Legal: none. Value-trap answer: not a trap. Score: 6.5 core + 0.5 boost = 7.0. Trigger: single-sourced valuation (no DCF) keeps a ceiling on confidence despite the strong catalyst cluster.

First-appearance 7/10+ names, logged but not presented (presentation gate): ADBE (7.0), TOST (7.0), VRSK (7.0), ZTS (7.0) — all now on the Watchlist awaiting a second appearance.

Notable sub-7 near-misses (6.2–6.8), logged Watchlist, held back mainly by single-sourced valuation or an unconfirmed catalyst: ADSK, AFRM, BR, BSX, CPNG, GFS, GLW, GNRC, GWRE, HAL, HOOD, LDOS, MDB, NFLX, OTIS, P, PTC, RMD, SOFI, TEAM, XYL.

10 excluded before scoring: CRCL (crypto rule — suggest adding to your exclude list), STRK (preferred stock, not common equity), VIAC (stale/delisted ticker), FISV (duplicate of FI), SPCX/CBRS (too little trading history since IPO), SMMT/RBLX/SATS/APP (hard disqualifiers — going-concern risk, confirmed guidance collapse + fraud suit, distressed balance sheet, unresolved core-moat allegations respectively).

One flag worth your attention: TYL dropped sharply from 7.0 to 4.0 this run (analyst target cuts, revenue miss) — its stale counter just started, but the reversal is steep enough to watch closely next run. FI also deteriorated further (3.0 → 1.7) as the Clover fraud allegations were weighted more heavily.

This is research/screening output only, not a trade instruction — not financial advice.