Quality + growth
For the growth track, revenue growth plus FCF-ROIC must exceed 40% in both the current and next year, with durable multi-year sales growth.
INITIAL FILTERMITUXA Signals · Updated 11 September 2026
Quality first.
Price second.
Discipline always.
A great company is not automatically a great investment. MITUXA Signals separates financial qualification, real business quality and the price required for a disciplined decision.
10 long-term buy · 61 watchlist · 0 hold · 11 reviewMITUXA SIGNALS 2.0
Three checks.
One decision.
The financial filter identifies. The business review validates. The price decides.
No company becomes a long-term BUY because of valuation alone.Reality behind the numbers
Revenue recurrence, runway, moat and leadership are assessed in absolute terms — never by a forced colour distribution.
GRADE A / B / CPrice with protection
MITUXA Fair Value remains independent. Long-term BUY requires a price at or below 75% of Fair Value.
≥25% DISCOUNTAction, not noise
LONG-TERM BUY, WATCHLIST, HOLD and REVIEW communicate only the fundamental decision. Moving averages are not part of this classification.
ONE CLEAR STATUSIs this business worth owning at this price?
LONG-TERM BUY means the company meets the financial, business and valuation requirements. Moving averages and short-term price patterns do not determine this decision.
Quality and price—not market timing.
Signals communicates a 3–5 year investment view. Short-term charts, volume and moving averages never change the fundamental classification.
TWO PATHS TO QUALITY
Different engines.
The same discipline.
Growth that pays for itself.
Revenue growth of at least 10% in the current year, next year and three-year average, supported by positive and improving cash economics.
For recurring-revenue software, the conventional Rule of 40 uses revenue growth plus FCF margin.Durability before speed.
Persistent returns on capital, dependable free cash flow, financial strength and a moat that can compound even with more moderate growth.
This path prevents exceptional mature businesses from being rejected by a growth-only formula.Banks, insurers, real estate and other sectors with structurally different capital economics require their own model rather than a misleading cross-sector comparison.
SCREEN COMPOSITION CHANGES · 4 SEPTEMBER 2026
New evidence.
New decisions.
Entering the screen starts the research process — it is not a long-term BUY. Exiting the screen starts a review — it is not an automatic SELL.
Entered the screen2
The quantitative screen now passes. MITUXA business quality and independent Fair Value must still be validated before a long-term BUY.
- CIENCiena
- UIUbiquiti
Exited the screen1
The combined filter no longer passes. Reassess quality, growth and valuation before changing an existing position.
- GTLBGitLab
Signals 2.0 validation
Confirmed long-term BUY APP · INTU · NVO · CPRT · FICO · HUBS · MNDY · NBIX · PEGA · PINS
Valuation qualifies · research pending ADSK · SPGI · YOU · RELY
Public company cards 18 verified · 51 pending
HOW TO READ THE SIGNALS
One framework.
Four actions.
All three checks are complete for a 3–5 year holding period. This is a fundamental valuation decision, not a technical instruction to buy today.
Price, research or one qualification gate is still pending. The page states exactly what is missing.
Already acquired. Hold while the moat, ROIC and cash generation support the thesis and valuation remains reasonable.
Reassess after a screen exit, at 130% of Fair Value, or when the moat, ROIC, free cash flow or original thesis deteriorates. Sell only after the evidence changes.
CURRENT CLASSIFICATION
Long-term Buy
Companies that meet the financial, business and valuation requirements for a 3–5 year holding period. Moving averages are not part of this fundamental classification.
Select a company to see what has been verified, what still needs work and why the current decision applies.| Company | Compounder track | Grade | Research status | Price | Fair value | Margin of safety | Company detail |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com | Growth Compounder | B | Verified | $86.84 | $165.00 | 47.4% | |
| PINSPinterest | Growth Compounder | C | Verified | $19.05 | $36.00 | 47.1% | |
| HUBSHubSpot | Growth Compounder | B | Verified | $225.33 | $350.00 | 35.6% | |
| FICOFair Isaac | Moat Compounder | A | Verified | $985.39 | $1,500.00 | 34.3% | |
| NVONovo Nordisk | Moat Compounder | B | Verified | $43.07 | $64.00 | 32.7% | |
| APPAppLovin | Growth Compounder | C | Verified | $323.96 | $480.00 | 32.5% | |
| INTUIntuit | Moat Compounder | A | Verified | $321.57 | $470.00 | 31.6% | |
| NBIXNeurocrine Biosciences | Growth Compounder | C | Verified | $156.22 | $220.00 | 29.0% | |
| PEGAPegasystems | Growth Compounder | C | Verified | $36.24 | $50.00 | 27.5% | |
| CPRTCopart | Moat Compounder | A | Verified | $29.95 | $40.00 | 25.1% |
VALUATION DISCIPLINE
Fair Value moves
only when the evidence does.
Prices move every day. Our Fair Values do not. They change only after new results, a material shift in fundamentals or a change in the investment thesis.
Buying at 75% of Fair Value and reviewing at 130% creates a theoretical 73.3% distance between the two valuation levels. Risk and thesis invalidation always take priority over the target.
MITUXA View. Fair Values are independent estimates, not guarantees. Prices are reference prices as of 11 September 2026. This material is investment research and education, not individual financial advice.
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