QMA

Forecast Stars (François Rochon) 2026 — QMA ranking

François Rochon (Giverny Capital +14.7%/yr since 1993) — "5-year forecast" methodology. Only buy if you believe in firm 5 years out with 15%+ CAGR. Concentrated 20-25 positions.

Why this list

François Rochon / Giverny Capital — Canadian investor, +14.7% annualized since 1993 (vs SPY ~10%). His method — 5-year forecast: don't predict next quarter, ask "where will firm be in 5 years?" If forecast implies 15%+ CAGR (firm 2× in 5 years), it's a buy.

This forecast stars (françois rochon) 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.

  1. #1
    Constellium SE · Basic Materials

    QMA composite score 70 (A), value (FVS) 98.

    Composite 70$23.22$3.4B
  2. #2
    National Vision Holdings, Inc. · Consumer Cyclical

    QMA composite score 69 (A), value (FVS) 78.

    Composite 69$18.67$2.3B
  3. #3
    Five9, Inc. · Technology

    QMA composite score 69 (A), value (FVS) 69.

    Composite 69$37.61$1.3B
  4. #4
    Mitsubishi UFJ Financial Group, Inc. · Financial Services

    QMA composite score 69 (A), value (FVS) 83.

    Composite 69$21.07$217.1B
  5. #5
    Yum China Holdings, Inc. · Consumer Cyclical

    QMA composite score 68 (A), value (FVS) 80.

    Composite 68$44.54$20.3B
  6. #6
    nCino, Inc. · Technology

    QMA composite score 67 (A), value (FVS) 71.

    Composite 67$23.17$2.1B
  7. #7
    BlackLine, Inc. · Technology

    QMA composite score 67 (A), value (FVS) 59.

    Composite 67$34.80$2.6B
  8. #8
    Equifax Inc. · Industrials

    QMA composite score 66 (A), value (FVS) 80.

    Composite 66$182.36$24.1B
  9. #9
    Revolve Group, Inc. · Consumer Cyclical

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

    Composite 66$22.26$1.9B
  10. #10
    Photronics, Inc. · Technology

    QMA composite score 64 (B), value (FVS) 86.

    Composite 64$28.15$2.2B
  11. #11
    PagSeguro Digital Ltd. · Industrials

    QMA composite score 63 (B), value (FVS) 63.

    Composite 63$11.44$3.4B
  12. #12
    Limbach Holdings, Inc. · Basic Materials

    QMA composite score 62 (B), value (FVS) 78.

    Composite 62$47.57$1.0B
  13. #13
    PDD Holdings Inc. · Consumer Cyclical

    QMA composite score 61 (B), value (FVS) 68.

    Composite 61$79.04$148.5B
  14. #14
    Globant S.A. · Technology

    QMA composite score 60 (B), value (FVS) 80.

    Composite 60$45.03$2.6B
  15. #15
    Euronet Worldwide, Inc. · Technology

    QMA composite score 58 (B), value (FVS) 77.

    Composite 58$65.59$3.0B
  16. #16
    Capri Holdings Limited · Consumer Cyclical

    QMA composite score 57 (B), value (FVS) 75.

    Composite 57$15.87$2.3B
  17. #17
    CRH plc · Basic Materials

    QMA composite score 57 (B), value (FVS) 77.

    Composite 57$84.89$84.6B
  18. #18
    Alibaba Group Holding Limited · Consumer Cyclical

    QMA composite score 56 (B), value (FVS) 58.

    Composite 56$99.64$378.8B
  19. #19
    Arcos Dorados Holdings Inc. · Consumer Cyclical

    QMA composite score 55 (B), value (FVS) 82.

    Composite 55$8.09$1.8B
  20. #20
    Tractor Supply Company · Consumer Cyclical

    QMA composite score 51 (C), value (FVS) 59.

    Composite 51$33.42$28.5B
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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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