About TACTILE SYSTEMS TECHNOLOGY INC
Tactile Systems Technology, Inc., a medical technology company, engages in the development and provision of medical devices for chronic diseases in the United States. The company offers Flexitouch Plus system, a pneumatic compression device for the treatment of lymphedema; Entre system, a portable pneumatic compression device that is used for the at-home treatment of venous disorders, such as lymphedema and chronic venous insufficiency, including venous leg ulcers; and AffloVest, a portable high frequency chest wall oscillation test for the treatment of retained pulmonary secretions such as bronchiectasis, cystic fibrosis, and various neuromuscular disorders.
The company was incorporated in 1995 and is headquartered in Minneapolis, Minnesota.
TCMD operates in the Manufacturing | Medical Equipment | headquartered in MINNEAPOLIS, Minnesota | approximately 980 employees | led by CEO Daniel L. Reuvers.
Updated February 12, 2026
Every week, our six-factor quantitative model scans more than 7,300 publicly traded U.S. companies and assigns each one a composite score based on quality, value, momentum, investment efficiency, financial stability, and short interest. No human judgment intervenes. No narrative gets to override the math. The model simply measures what it measures and ranks accordingly.
This week's top 10 is worth paying attention to — not because every name will outperform over the next quarter, but because the list reveals something about where the market is pricing risk well, and where it is not pricing it at all.
The List
Here are the ten highest-scoring stocks in our universe as of this week, ranked by composite score on a 0-to-100 scale:
| Rank | Ticker | Company | Score | Rating | Sector |
|---|---|---|---|---|---|
| 1 | TCMD | Tactile Systems Technology | 93.2 | Strong Buy | Healthcare |
| 2 | ARWR | Arrowhead Pharmaceuticals | 93.2 | Strong Buy | Healthcare |
| 3 | VRCA | Verrica Pharmaceuticals | 93.2 | Strong Buy | Healthcare |
| 4 | RERE | ATRenew | 92.7 | Strong Buy | Consumer Discretionary |
| 5 | LXP | LXP Industrial Trust | 92.6 | Strong Buy | Financials |
| 6 | B | Barnes Group | 92.4 | Strong Buy | Industrials |
| 7 | BWAY | Brainsway | 92.3 | Strong Buy | Healthcare |
| 8 | JXG | JX Luxventure Group | 92.3 | Strong Buy | Industrials |
| 9 | FOLD | Amicus Therapeutics | 92.2 | Strong Buy | Healthcare |
| 10 | MIGI | Mawson Infrastructure Group | 91.5 | Strong Buy | Financials |
There is a lot to unpack here. Let's start at the top.
Tactile Systems Technology: The Name Nobody Knows at Number One
The single highest-ranked stock in a universe of more than 7,300 companies is Tactile Systems Technology, a $308 million medical device company based in Minneapolis that makes pneumatic compression devices for treating chronic swelling conditions like lymphedema.
This is not the kind of company that leads the evening business news. But when you look at the factor profile, the ranking makes sense.
TCMD scores well across every factor the model measures: quality at 80, value at 85, momentum at 80, investment efficiency at 81, and stability at 79. There is no single standout — and that is precisely the point. TCMD is the number one stock because it has no weaknesses. It is strong everywhere.
The fundamentals reinforce the picture. Gross margins of 76 percent are pharmaceutical-grade for a medical device company. Revenue is growing 17 percent year-over-year. The debt-to-equity ratio is zero — the company carries no debt. The EV/EBITDA ratio of 6.1 means the enterprise is valued at barely six times its operating cash flow.
In a market where investors pay 35 times EBITDA for the privilege of owning a SaaS company with similar margins, TCMD's valuation stands out as a disconnect between what the business delivers and what the market is willing to pay for it.
Healthcare Dominates the Top 10
Look at the sector breakdown and a pattern emerges: four of the top ten stocks are healthcare companies. TCMD at number one, Arrowhead Pharmaceuticals at number two, Verrica Pharmaceuticals at number three, and Amicus Therapeutics at number nine.
This is not coincidence. The model is surfacing a pocket of the market where strong momentum is converging with reasonable-to-cheap valuations. Healthcare and biotech stocks were broadly sold off through much of 2024 and early 2025, and the companies that survived with intact fundamentals are now being repriced upward. Momentum scores above 80 for all four healthcare names confirm the trend is active.
Arrowhead Pharmaceuticals (ARWR) at number two is the momentum leader of the group with a score of 95 — meaning only 5 percent of all stocks have stronger price trends. At $2.2 billion in market cap, Arrowhead is a clinical-stage RNAi therapeutics company whose pipeline has attracted significant institutional interest.
Verrica Pharmaceuticals (VRCA) at number three earns a well-rounded profile similar to TCMD — strong across all factors, with momentum at 89 and a value score of 63 reflecting its recent commercial-stage transition.
Amicus Therapeutics (FOLD) at number nine is the most established of the group, with a $2.4 billion market cap, 88 percent gross margins, 19 percent revenue growth, and a stability score of nearly 100 — the highest in the entire top 10. This is the rare biotech that the model sees as both high-quality and low-volatility.
The Non-Healthcare Names Worth Watching
ATRenew (RERE) at number four is a Chinese consumer electronics recycling company with a momentum score of 94. The model flags it for strong cross-sectional price performance, though fundamental data is limited for U.S.-listed Chinese companies.
LXP Industrial Trust (LXP) at number five is an industrial REIT with a 6 percent dividend yield, a P/E of 16, and a stability score of 86. For income-oriented investors, this is the kind of name the model tends to surface — steady, boring, and well-positioned in a rate environment that has been kinder to REITs.
Barnes Group (B) at number six is an aerospace and industrial components manufacturer at a $2 billion market cap, earning an 88 on value and 83 on momentum. The aerospace supply chain recovery continues to be a theme the model picks up.
Further Down the List: Alphabet at 15
The first mega-cap name on the list is Alphabet (GOOGL) at number 15 with a composite score of 90.5. For a $2.9 trillion company, ranking 15th among 7,300 stocks is remarkable. Alphabet's stability score of 98 is the second highest among all top-ranked names — a reflection of its fortress balance sheet (debt-to-equity of 0.06), 60 percent gross margins, and dominant market position in search and cloud.
Momentum at 87 tells you the market is voting with its feet. Revenue is growing 16 percent. At 21 times earnings, the model's value score of 57 says Alphabet is neither cheap nor expensive — it is fairly priced for what it is. But the combination of near-perfect stability, strong momentum, and solid quality (70) is enough to place it in the top 0.2 percent of all stocks.
What the Model Is Telling Us
Step back and look at this list as a whole. The model is telling you three things right now:
First, healthcare is where the momentum is. Four of the top 10 stocks are healthcare or biotech companies that combine improving price trends with reasonable valuations. This is the classic value-momentum convergence that quantitative investors watch for — two factors that are typically negatively correlated suddenly pointing in the same direction.
Second, small and mid-caps are scoring higher than mega-caps. The average market cap in the top 10 is well below $1 billion. Alphabet at $2.9 trillion does not crack the top 10. This reflects the model's bias toward companies where all six factors are strong — and mega-caps, by their nature, tend to be average on at least one dimension (usually value or investment efficiency).
Third, the scores are high. The top 10 are all above 91, and even Alphabet at number 15 scores 90.5. When scores cluster at the top of the range, it typically means the market is exhibiting strong factor dispersion — the gap between the best-scoring stocks and the average is wide. This tends to occur in environments where factor-based strategies have above-average expected returns.
Whether you act on any of this is, of course, up to you. But the math is the math. And this week, the math is pointing toward an unlikely set of winners.
View the full stock rankings or explore individual stocks like TCMD, GOOGL, and FOLD for detailed factor breakdowns, DCF valuations, and risk analytics.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. All data is derived from Blank Capital's quantitative ranking model. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.
