Top 30 Rational Formula Stocks 7/4/25
Each week, I share the top-ranked companies from my Rational Formula ranking system. It’s inspired by the logic behind Greenblatt’s Magic Formula, but built with far greater depth, evaluating companies across 96 factors. The system looks for accelerating fundamentals, efficient capital allocation, expanding margins, and reasonable valuations, with a focus on consistency and improvement across multiple time frames. The goal is to generate a list of high-probability opportunities before they attract broader attention.
There’s no highlighted company this week. Between the holiday and some family obligations, I had to shift focus briefly. Everything else is business as usual, and I’ll be back next week with a full write-up. Thanks for reading, I’ll be back with a full highlight next week.
Alphabetized Company List (Market cap in millions)
ACFN:USA – Acorn Energy, Inc. – $39.8M USD
A provider of remote monitoring and control systems for generators, pipelines, and industrial assets via its OmniMetrix platform.
ADW.A:CAN – Andrew Peller Ltd. – $219.4M CAD
Canada’s largest publicly traded wine and craft spirits producer, also offering cider and seltzer.
ATGN:USA – Altigen Communications, Inc. – $15.3M USD
Offers cloud-based communications solutions including API-for-Teams integrations and AI-powered contact centers.
AVAH:USA – Aveanna Healthcare Holdings, Inc. – $907.2M USD
Provides home-based healthcare and pediatric therapy services across the U.S., largely through managed care networks.
BKTI:USA – BK Technologies Corp. – $180.1M USD
Designs and sells wireless communications equipment, including two-way radios for emergency services and police agencies.
BURCA:USA – Burnham Holdings, Inc. – $114.8M USD
Manufactures boilers and HVAC systems for residential, commercial, and industrial use through its portfolio of brands.
BUKS:USA – Butler National Corp. – $100.1M USD
Delivers avionics, aircraft modifications, and gaming management services for aviation-focused clients.
CRAWA:USA – Crawford United Corp. – $172.3M USD
Produces precision-engineered products for healthcare, aerospace, and industrial sectors.
CRRX:CAN – CareRx Corp. – $181.7M CAD
Canada’s largest specialty pharmacy provider for long-term care communities, serving seniors nationwide.
DBM:CAN – Doman Building Materials Group Ltd. – $765.6M CAD
Produces building products including I-joists, OSB, and LVL for commercial and residential construction.
DR:CAN – Medical Facilities Corp. – $321.8M CAD
Operates outpatient surgical facilities and physician clinics in ophthalmology and orthopedics.
EHAB:USA – Enhabit, Inc. – $387.1M USD
Operates senior care and rehabilitation facilities, delivering skilled nursing and therapy services.
ESP:USA – Espey Manufacturing & Electronics Corp. – $124.0M USD
Specializes in rugged electronics and display systems for aerospace, military, and industrial markets.
EVER:USA – EverQuote, Inc. – $885.4M USD
An online insurance marketplace that connects consumers with providers for auto, health, and home policies.
ET:CAN – Evertz Technologies Ltd. – $947.2M CAD
Designs video infrastructure and networking systems, primarily for broadcast and media distribution.
FTG:CAN – Firan Technology Group Corp. – $298.1M CAD
Manufactures high-reliability PCBs and cockpits display modules used in aerospace and defense sectors.
FORA:USA – Forian, Inc. – $61.2M USD
Offers SaaS-based property and casualty insurance policy administration and claims management platforms.
GEO:CAN – Geodrill Ltd. – $165.5M CAD
Provides drilling services to the mining sector, mainly gold and base metals in West Africa.
GLGI:USA – Greystone Logistics, Inc. – $36.3M USD
Supplies eco-friendly plastic pallets used in global logistics and material handling.
GRC:USA – The Gorman‑Rupp Co. – $954.8M USD
Designs and builds a wide range of pumps for municipal, industrial and construction markets worldwide.
IFX:CAN – Imaflex, Inc. – $67.8M CAD
Produces polyethylene films for agricultural and industrial packaging, including crop and specialty films.
INFU:USA – InfuSystem Holdings, Inc. – $129.2M USD
Offers medical device rental services, including infusion pumps, to oncology practices and clinics.
KMDA:USA – Kamada Ltd. – $452.0M USD
Specializes in plasma-derived therapeutics and biologics, with a focus on hemophilia and respiratory treatments.
KLTR:USA – Kaltura, Inc. – $306.9M USD
Provides video cloud platforms for enterprise and educational institutions, enabling livestreaming and media management.
MUEL:USA – Paul Mueller Co. – $308.2M USD
Manufactures stainless steel processing equipment for the beverage, pharmaceutical, chemical, and food industries.
NATR:USA – Nature’s Sunshine Products, Inc. – $288.0M USD
Develops and sells nutritional supplements and personal care items worldwide through direct-selling networks.
NEPH:USA – Nephros, Inc. – $42.7M USD
Produces high-performance water purification systems used in medical and commercial facilities.
NTWK:USA – NetSol Technologies, Inc. – $38.5M USD
Delivers enterprise software solutions for leasing and finance companies across Asia and the Middle East.
NOW:CAN – NowVertical Group, Inc. – $61.8M CAD
Provides vertical-specific analytics and intelligence platforms for government, financial, and healthcare customers.
OCC:USA – Optical Cable Corp. – $29.5M USD
Manufactures fiber-optic and copper cable solutions for telecommunications and data infrastructure.
PERF:USA – Perfect Corp. – $218.0M USD
Offers cloud-based beauty tech solutions, including AR try-on and virtual makeup platforms for brands.
RFIL:USA – RF Industries Ltd. – $69.9M USD
Supplies RF, power, and fiber cable solutions for wireless/wireline communications providers and equipment makers.
SNCR:USA – Synchronoss Technologies, Inc. – $70.5M USD
Provides cloud and mobile platforms with messaging, connectivity, and digital enablement tools.
TOMZ:USA – TOMI Environmental Solutions, Inc. – $21.6M USD
Develops sanitation technologies and humidifiers for industrial and consumer market applications.
ZDGE:USA – Zedge, Inc. – $54.1M USD
Operates a digital marketplace offering wallpapers, ringtones, and mobile attribution tech for users and advertisers.