Research · refreshed nightly · August 17, 2026
Fallen Compounders: Great Businesses at Depressed Prices (October 2026)
Strong scores meeting depressed valuations.
The fifty fallen compounders here share an awkward pairing: growth the market applauds elsewhere and valuations it refuses to extend. Sweden's Nordrest leads with a Value score of 88 while compounding revenue 38% a year; defense supplier MilDef follows at 87 with 39% growth. Both are sub-$700M caps, which is part of the answer.
Small and foreign is a combination markets chronically misprice in both directions. The median Value score of 68 is more moderate than the leaders suggest, so the discount thins quickly down the table. Yuanbao is the caution: 65% revenue growth, but -4% per share once dilution is counted. Click any name for the full citation-backed analysis.
50companies qualify
67median MVI
68median MGI
9joined this week
The ranking
Sorted by MVI
1
dLocalDLO🇺🇾
Revenue +41%/yr · +42%/yr per share · scale economics
G 68V 77O 79Cap $4.0B
MGI
68
MVI
77
MTI
48
MOI
79
Cap
$4.0B
Growth
+55%2
The Trade Desk, Inc.TTD🇺🇸
Revenue +20%/yr · +21%/yr per share · asset light
G 67V 77O 76Cap $7.6B
MGI
67
MVI
77
MTI
50
MOI
76
Cap
$7.6B
Growth
+20%3
eToro Group Ltd.ETOR🇮🇱
Revenue +46%/yr · +5%/yr per share · scale economics
G 65V 76O 73Cap $2.3B
MGI
65
MVI
76
MTI
57
MOI
73
Cap
$2.3B
Growth
-35%4
AL
Allegro.eu S.A.ALE.PL🇵🇱
Revenue +17%/yr · +17%/yr per share · asset light
G 70V 75O 78Cap $7.2B
MGI
70
MVI
75
MTI
44
MOI
78
Cap
$7.2B
Growth
+17%5
Sportradar Group AGSRAD🇨🇭
Revenue +20%/yr · +14%/yr per share · asset light
G 65V 73O 78Cap $4.6B
MGI
65
MVI
73
MTI
45
MOI
78
Cap
$4.6B
Growth
+19%6
MNTN, Inc.MNTN🇺🇸
Revenue +26%/yr · -13%/yr per share · asset light
G 65V 73O 72Cap $809.6M
MGI
65
MVI
73
MTI
48
MOI
72
Cap
$809.6M
Growth
+14%7
MercadoLibre, Inc.MELI🇺🇾
Revenue +38%/yr · +37%/yr per share · scale economics
G 73V 72O 84Cap $89.8B
MGI
73
MVI
72
MTI
38
MOI
84
Cap
$89.8B
Growth
+50%8
Frequentis AGFQT.AT🇦🇹
Revenue +15%/yr · +15%/yr per share · asset light
G 71V 72O 80Cap $994M
MGI
71
MVI
72
MTI
35
MOI
80
Cap
$994M
Growth
+21%9
Versamet Royalties CorporationVMET🇨🇦
Revenue +187%/yr · +105%/yr per share · asset light
G 66V 71O 72Cap $1.1B
MGI
66
MVI
71
MTI
43
MOI
72
Cap
$1.1B
Growth
+187%10
Flywire CorporationFLYW🇺🇸
Revenue +29%/yr · +15%/yr per share · asset light
G 67V 70O 75Cap $2.2B
MGI
67
MVI
70
MTI
52
MOI
75
Cap
$2.2B
Growth
+27%11
HubSpot, Inc.HUBS🇺🇸
Revenue +22%/yr · +19%/yr per share · asset light
G 68V 70O 74Cap $10.3B
MGI
68
MVI
70
MTI
46
MOI
74
Cap
$10.3B
Growth
+20%12
Tantalus Systems Holding Inc.GRID.CA🇨🇦
Revenue +13%/yr · +6%/yr per share · asset light
G 68V 70O 74Cap $185.8M
MGI
68
MVI
70
MTI
42
MOI
74
Cap
$185.8M
Growth
+27%13
innoscripta SE1INN.DE🇩🇪
Revenue +43%/yr · +13%/yr per share · asset light
G 66V 70O 73Cap $867.5M
MGI
66
MVI
70
MTI
53
MOI
73
Cap
$867.5M
Growth
+58%14
Friedrich Vorwerk Group SEVH2.DE🇩🇪
Revenue +22%/yr · +22%/yr per share · asset light
G 65V 69O 73Cap $1.6B
MGI
65
MVI
69
MTI
37
MOI
73
Cap
$1.6B
Growth
+5%15
Vitalhub Corp.VHI.CA🇨🇦
Revenue +39%/yr · +24%/yr per share · asset light
G 73V 69O 79Cap $343M
MGI
73
MVI
69
MTI
28
MOI
79
Cap
$343M
Growth
+33%16
DoubleVerify Holdings, Inc.DV🇺🇸
Revenue +18%/yr · +18%/yr per share · asset light
G 67V 69O 76Cap $1.9B
MGI
67
MVI
69
MTI
43
MOI
76
Cap
$1.9B
Growth
+3%17
Trainline plcTRN.GB🇬🇧
Revenue +25%/yr · +28%/yr per share · asset light
G 69V 69O 75Cap $1.1B
MGI
69
MVI
69
MTI
53
MOI
75
Cap
$1.1B
Growth
+2%18
Veracyte, Inc.VCYT🇺🇸
Revenue +21%/yr · +16%/yr per share · asset light
G 69V 68O 75Cap $3.3B
MGI
69
MVI
68
MTI
44
MOI
75
Cap
$3.3B
Growth
+16%19
LB
Lubawa S.A.LBW.PL🇵🇱
Revenue +19%/yr · +19%/yr per share · scale economics
G 65V 68O 71Cap $351.2M
MGI
65
MVI
68
MTI
33
MOI
71
Cap
$351.2M
Growth
+19%20
Plejd ABPLEJD.SE🇸🇪
Revenue +28%/yr · +27%/yr per share · asset light
G 75V 68O 81Cap $858.6M
MGI
75
MVI
68
MTI
35
MOI
81
Cap
$858.6M
Growth
+28%21
Insulet CorporationPODD🇺🇸
Revenue +23%/yr · +22%/yr per share · asset light
G 72V 68O 80Cap $10.2B
MGI
72
MVI
68
MTI
37
MOI
80
Cap
$10.2B
Growth
+24%22
Nordrest Holding ABNREST.SE🇸🇪
Revenue +38%/yr · +31%/yr per share · scale economics
G 69V 68O 74Cap $383.6M
MGI
69
MVI
68
MTI
45
MOI
74
Cap
$383.6M
Growth
+30%23
AvePoint, Inc.AVPT🇺🇸
Revenue +19%/yr · +9%/yr per share · asset light
G 68V 67O 74Cap $2.6B
MGI
68
MVI
67
MTI
45
MOI
74
Cap
$2.6B
Growth
+22%24
Kinaxis Inc.KXS.CA🇨🇦
Revenue +19%/yr · +18%/yr per share · asset light
G 65V 67O 71Cap $3.8B
MGI
65
MVI
67
MTI
45
MOI
71
Cap
$3.8B
Growth
+19%25
Intapp, Inc.INTA🇺🇸
Revenue +19%/yr · +6%/yr per share · asset light
G 66V 67O 73Cap $3.1B
MGI
66
MVI
67
MTI
42
MOI
73
Cap
$3.1B
Growth
+17%26
Clear Secure, Inc.YOU🇺🇸
Revenue +32%/yr · +24%/yr per share · asset light
G 66V 67O 73Cap $5.9B
MGI
66
MVI
67
MTI
52
MOI
73
Cap
$5.9B
Growth
+27%27
Eagle Eye Solutions Group plcEYE.GB🇬🇧
Revenue +17%/yr · +11%/yr per share · asset light
G 70V 66O 75Cap $203.5M
MGI
70
MVI
66
MTI
42
MOI
75
Cap
$203.5M
Growth
+11%28
Cellebrite DI Ltd.CLBT🇮🇱
Revenue +16%/yr · +6%/yr per share · asset light
G 65V 66O 71Cap $3.2B
MGI
65
MVI
66
MTI
52
MOI
71
Cap
$3.2B
Growth
+19%29
Atour Lifestyle Holdings LtdATAT🇨🇳
Revenue +38%/yr · +31%/yr per share · scale economics
G 72V 66O 79Cap $4.7B
MGI
72
MVI
66
MTI
42
MOI
79
Cap
$4.7B
Growth
+48%30
BioSyent Inc.RX.CA🇨🇦
Revenue +10%/yr · +12%/yr per share · asset light
G 65V 65O 70Cap $121.8M
MGI
65
MVI
65
MTI
37
MOI
70
Cap
$121.8M
Growth
+27%31
Tatton Asset Management plcTAM.GB🇬🇧
Revenue +14%/yr · +14%/yr per share · scale economics
G 69V 65O 74Cap $527.6M
MGI
69
MVI
65
MTI
37
MOI
74
Cap
$527.6M
Growth
+20%32
tonies SETNIE.DE🇩🇪
Revenue +36%/yr · +9%/yr per share · asset light
G 69V 65O 75Cap $1.6B
MGI
69
MVI
65
MTI
40
MOI
75
Cap
$1.6B
Growth
+31%33
AppLovin CorporationAPP🇺🇸
Revenue +20%/yr · +20%/yr per share · asset light
G 72V 65O 79Cap $106.0B
MGI
72
MVI
65
MTI
60
MOI
79
Cap
$106.0B
Growth
+24%34
LIMES Schlosskliniken AGLIK.DE🇩🇪
Revenue +37%/yr · +37%/yr per share · asset light
G 65V 64O 70Cap $202.3M
MGI
65
MVI
64
MTI
27
MOI
70
Cap
$202.3M
Growth
+34%35
On Holding AGONON🇨🇭
Revenue +35%/yr · +31%/yr per share · asset light
G 70V 64O 75Cap $12.7B
MGI
70
MVI
64
MTI
40
MOI
75
Cap
$12.7B
Growth
+35%36
Duolingo, Inc.DUOL🇺🇸
Revenue +35%/yr · +17%/yr per share · asset light
G 68V 63O 73Cap $5.8B
MGI
68
MVI
63
MTI
45
MOI
73
Cap
$5.8B
Growth
+18%37
Global-E Online Ltd.GLBE🇮🇱
Revenue +35%/yr · +21%/yr per share · scale economics
G 70V 63O 75Cap $6.5B
MGI
70
MVI
63
MTI
45
MOI
75
Cap
$6.5B
Growth
+33%38
Anpario plcANP.GB🇬🇧
Revenue +9%/yr · +13%/yr per share · asset light
G 69V 63O 73Cap $112.1M
MGI
69
MVI
63
MTI
33
MOI
73
Cap
$112.1M
Growth
+24%39
Pinterest, Inc.PINS🇺🇸
Revenue +12%/yr · +14%/yr per share · asset light
G 66V 63O 69Cap $12.8B
MGI
66
MVI
63
MTI
52
MOI
69
Cap
$12.8B
Growth
+18%40
Halozyme Therapeutics, Inc.HALO🇺🇸
Revenue +30%/yr · +35%/yr per share · asset light
G 65V 63O 73Cap $10.1B
MGI
65
MVI
63
MTI
50
MOI
73
Cap
$10.1B
Growth
+48%41
AppFolio, Inc.APPF🇺🇸
Revenue +24%/yr · +24%/yr per share · asset light
G 67V 62O 73Cap $6.5B
MGI
67
MVI
62
MTI
47
MOI
73
Cap
$6.5B
Growth
+19%42
FOPE S.p.A.FPE.IT🇮🇹
Revenue +27%/yr · +26%/yr per share · asset light
G 70V 62O 74Cap $247.5M
MGI
70
MVI
62
MTI
42
MOI
74
Cap
$247.5M
Growth
+27%43
IVU Traffic Technologies AGIVU.DE🇩🇪
Revenue +10%/yr · +11%/yr per share · asset light
G 66V 62O 70Cap $455.5M
MGI
66
MVI
62
MTI
38
MOI
70
Cap
$455.5M
Growth
+10%44
Grab Holdings LimitedGRAB🇸🇬
Revenue +41%/yr · -7%/yr per share · scale economics
G 70V 62O 75Cap $15.1B
MGI
70
MVI
62
MTI
46
MOI
75
Cap
$15.1B
Growth
+22%45
ResMed Inc.RMD🇺🇸
Revenue +10%/yr · +10%/yr per share · asset light
G 67V 62O 75Cap $30.3B
MGI
67
MVI
62
MTI
42
MOI
75
Cap
$30.3B
Growth
+11%46
Reddit, Inc.RDDT🇺🇸
Revenue +42%/yr · +8%/yr per share · asset light
G 74V 62O 77Cap $33.8B
MGI
74
MVI
62
MTI
45
MOI
77
Cap
$33.8B
Growth
+61%47
Yuanbao Inc.YB🇨🇳
Revenue +65%/yr · -4%/yr per share · asset light
G 69V 62O 73Cap $620.7M
MGI
69
MVI
62
MTI
60
MOI
73
Cap
$620.7M
Growth
+36%48
Paxman ABPAX.GB🇬🇧
Revenue +27%/yr · +20%/yr per share · asset light
G 65V 62O 69Cap $127.1M
MGI
65
MVI
62
MTI
24
MOI
69
Cap
$127.1M
Growth
+33%
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Research tool, not investment advice. Rankings are generated by our models from company filings and market data, refresh nightly, and are identical for every visitor. Scores reflect our methodology and are not recommendations to act. Data as of 2026-08-17.