QMA

100 Baggers — Owner-Operator Small Caps 2026 — QMA ranking

Christopher Mayer studied 365 stocks that returned 100× between 1962-2014. Key: small-cap + owner-operator (CEO owns ≥5%) + high ROIC + long reinvestment runway.

Why this list

Christopher Mayer "100 Baggers" framework (2015): one 100-bagger per decade = lifetime wealth. Mayer identified 365 firms that returned 100× over 50 years from 7400+ stocks. Common traits: small-cap at entry ($500M-$3B), owner-operator founder/CEO with significant stake, ROIC ≥ 15%, long reinvestment runway. Twin engines: earnings growth × multiple expansion.

This 100 baggers — owner-operator small caps ranking is assembled by the QMA analytical engine from the current composite score and this category's filters — sorted from the highest rating. Recomputed daily. It is not a backtest result. This is a descriptive analytical assessment, not investment advice.

No stock met the criteria of this category today. A generic fallback ranked by overall composite score is shown instead — these stocks do NOT meet the criteria described above.

  1. #1
    DHTA+
    DHT Holdings, Inc. · Industrials

    QMA composite score 76 (A+), value (FVS) 94.

    Composite 76$24.60$2.4B
  2. #2
    Bloom Energy Corporation · Industrials

    QMA composite score 75 (A), value (FVS) 85.

    Composite 75$193.30$36.6B
  3. #3
    Universal Insurance Holdings, Inc. · Financial Services

    QMA composite score 74 (A), value (FVS) 91.

    Composite 74$48.84$882M
  4. #4
    Navios Maritime Partners L.P. · Industrials

    QMA composite score 74 (A), value (FVS) 82.

    Composite 74$89.37$1.8B
  5. #5
    AMN Healthcare Services, Inc. · Healthcare

    QMA composite score 74 (A), value (FVS) 95.

    Composite 74$48.01$778M
  6. #6
    Ardmore Shipping Corporation · Industrials

    QMA composite score 72 (A), value (FVS) 92.

    Composite 72$20.03$538M
  7. #7
    Sturm, Ruger & Company, Inc. · Industrials

    QMA composite score 71 (A), value (FVS) 76.

    Composite 71$45.47$616M
  8. #8
    Ingersoll Rand Inc. · Industrials

    QMA composite score 70 (A), value (FVS) 81.

    Composite 70$73.48$39.0B
  9. #9
    Dorchester Minerals, L.P. · Energy

    QMA composite score 68 (A), value (FVS) 87.

    Composite 68$30.64$1.2B
  10. #10
    Norwegian Cruise Line Holdings Ltd. · Consumer Cyclical

    QMA composite score 68 (A), value (FVS) 73.

    Composite 68$15.10$10.4B
  11. #11
    TORM plc · Industrials

    QMA composite score 67 (A), value (FVS) 95.

    Composite 67$39.89$2.5B
  12. #12
    Fomento Económico Mexicano, S.A.B. de C.V. · Consumer Defensive

    QMA composite score 67 (A), value (FVS) 77.

    Composite 67$128.52$22.3B
  13. #13
    FTI Consulting, Inc. · Industrials

    QMA composite score 66 (A), value (FVS) 68.

    Composite 66$157.24$5.8B
  14. #14
    Solaris Energy Infrastructure, Inc. · Energy

    QMA composite score 66 (A), value (FVS) 78.

    Composite 66$58.74$3.9B
  15. #15
    EPAM Systems, Inc. · Technology

    QMA composite score 65 (B), value (FVS) 74.

    Composite 65$136.25$10.2B
  16. #16
    TKO Group Holdings, Inc. · Communication Services

    QMA composite score 64 (B), value (FVS) 73.

    Composite 64$173.07$17.3B
  17. #17
    StoneCo Ltd. · Technology

    QMA composite score 64 (B), value (FVS) 72.

    Composite 64$11.48$4.7B
  18. #18
    Gaotu Techedu Inc. · Consumer Defensive

    QMA composite score 64 (B), value (FVS) 55.

    Composite 64$2.54$789M
  19. #19
    Steel Dynamics, Inc. · Basic Materials

    QMA composite score 62 (B), value (FVS) 82.

    Composite 62$241.53$29.5B
  20. #20
    MercadoLibre, Inc. · Consumer Cyclical

    QMA composite score 60 (B), value (FVS) 74.

    Composite 60$1810.15$101.6B
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20 · 24‏/10‏/2026

QMA is an analytical and educational tool, not investment advice. The ranking is based on the current QMA composite score; past performance does not guarantee future results.

⚠️ Important Notice: QMA is an analytical and educational tool, not investment advice. Scores, detections and ratings are descriptive, not buy/sell instructions. QMA is not a registered investment advisor (SEC / FINRA / MiFID II / ČNB). Consult a licensed financial advisor before any investment. Past performance does not guarantee future results; all investments carry the risk of capital loss.

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