EOG
screen pass · no fair value yet — WATCHEOG RESOURCES, INC.·Energy
Screens well, but the council hasn't valued it yet.
65/100B
Price at last run$139as of Jul 8, 2026
cyclicalHigh returns on capitalROIC ~15% — it earns well on the money it puts to work.
Fat operating margins28% operating margin — pricing power / a real moat hint.
Generates real cash13.5% free-cash-flow yield — profits you can actually bank.
Clean balance sheetLow leverage (debt/equity 0.00).
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.