TNL
the council passes — AVOIDTravel & Leisure Co.·Consumer Cyclical
Doesn't clear the council's bar right now.
51/100C
Price at last run$72.09as of Jul 8, 2026
quality large-capHigh returns on capitalROIC ~45% — it earns well on the money it puts to work.
Strong gross margins93% gross margin.
Generates real cash11.6% free-cash-flow yield — profits you can actually bank.
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- A deterioration in the fundamentals that score the business.
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.