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THE MONEY IDEA💡
3 Quality Growth Stocks for 2026
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
As 2026 gets underway, markets are becoming more selective and increasingly focused on business quality and valuation rather than pure momentum. With help from Morningstar’s research team, we identified three growth companies that combine wide economic moats, predictable cash flows, and disciplined management, all while trading below estimated intrinsic value today.
These are not quick wins. They are long term ownership ideas designed to compound through multiple market cycles.
Market Mood: Selective and Quality Focused 🔍
Conviction Level: ●●●●○ (4/5)
Quality rarely looks exciting at the start.
We’ve quietly launched the Money Masters Community for readers who want to go deeper into long-term investing, risk management, and decision-making frameworks beyond weekly market moves.
It’s a focused space built for disciplined investors who value clarity over noise.
Now let’s dive in↓
Sustainable growth compounds quietly before it gets noticed.
THE MONEY IDEA💡
3 Quality Growth Stocks for 2026
Bottom Line: A global ERP leader with high switching costs and improving cloud economics trading below intrinsic value.
Scale Advantage: SAP is the world’s largest enterprise application software provider.
Customer Lock In: ERP systems are mission critical and costly to replace.
Cloud Transition: S/4HANA, Concur, and Ariba continue shifting revenue toward subscriptions.
Growth Outlook: Low to mid teen growth near term, moderating to high single digits long term.
Valuation Support: Shares appear meaningfully undervalued given cash flow durability.
Do This Next: Use SAP as a core international software holding that balances growth and resilience.
Bottom Line: A wide moat data driven platform with network effects that competitors struggle to replicate.
Proprietary Data: CoStar’s database has been built and refined over more than 35 years.
Network Effects: A growing user base reinforces data quality and customer reliance.
Multiple Engines: Revenue spans analytics, marketplaces, and residential platforms.
Growth Profile: Morningstar models revenue compounding at roughly 12.5 percent annually over the next decade.
Valuation Gap: Analysts estimate intrinsic value near $81 per share.
Do This Next: Hold CSGP as a long term data and marketplace compounder rather than a real estate cycle trade.
Bottom Line: A wide moat niche software leader benefiting from high switching costs and long term government digitization.
Market Leadership: Tyler dominates public sector software with deeply embedded systems across state and local governments.
Economic Moat: High switching costs make replacements risky, expensive, and operationally disruptive for customers.
Recurring Revenue: The shift toward software as a service improves visibility, margins, and cash flow durability.
Growth Outlook: Morningstar expects revenue to compound near 9 percent annually over the next five years.
Valuation Setup: Shares appear undervalued relative to long term cash flow potential.
Do This Next: Accumulate TYL gradually during market pullbacks rather than chase short term strength.
MEME CORNER😁
Our Favorite Meme of the Day
Rough.
ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Wealth is accumulated by owning high quality businesses at reasonable prices and allowing time to do the heavy lifting.
$TYL ( ▼ 3.99% ): Add steadily as a defensive growth compounder tied to government modernization.
$CSGP ( ▼ 2.31% ): Hold for long term data driven growth backed by network effects.
$SAP ( ▼ 2.47% ): Accumulate as a durable enterprise software anchor with improving cloud economics.
If you’re looking for more smart, actionable ideas beyond this week’s picks, we’ve gathered a short list of other high-quality newsletters worth your time.
See our curated picks here — practical insights on money, work, and life from trusted sources.
Optional Deep Dive
For those looking for a longer-term framework to navigate pullbacks, rate cycles, and uncertainty, The Money Path breaks down the process step by step.
QUOTE CORNER📄
Quote of The Week
-Unknown
Know what works before you spend.
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The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.