October 2022

The five widest Discovery Gaps at the end of October 2022, revisited today from the same public filings. Descriptive, not predictive.

TTEK—TETRA TECH INC

All industries

Then · 31 Oct 2022: Discovery Gap Very high (98/100)·AIR Neutral (54/100)
Now · 7 Oct 2026: Discovery Gap Medium (23/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (10 Sep 2026)·Catalyst (29 Jul 2026)·Catalyst (29 Jul 2026)·Catalyst (29 Apr 2026)·Catalyst (29 Apr 2026)·Management change (26 Mar 2026)

ADT—ADT Inc.

All industries

Then · 31 Oct 2022: Discovery Gap Very high (91/100)·AIR Neutral (52/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (56/100)·Left the top 5

Since then: Commercial traction (28 Aug 2026)·Catalyst (28 Aug 2026)·Catalyst (30 Jul 2026)·Catalyst (27 May 2026)·Commercial traction (27 May 2026)·Management change (4 May 2026)

DORM—Dorman Products, Inc.

Industrials

Then · 31 Oct 2022: Discovery Gap Very high (85/100)·AIR Neutral (55/100)
Now · 7 Oct 2026: Discovery Gap Low (5/100)·AIR Neutral (60/100)·Left the top 5

Since then: Catalyst (3 Aug 2026)·Catalyst (16 Jun 2026)·Commercial traction (16 Jun 2026)·Catalyst (2 Jun 2026)·Catalyst (4 May 2026)·Catalyst (25 Feb 2026)

ARKO—ARKO Corp.

All industries

Then · 31 Oct 2022: Discovery Gap Very high (81/100)·AIR Neutral (58/100)
Now · 7 Oct 2026: Discovery Gap Very high (91/100)·AIR Cautious (49/100)·Left the top 5

Since then: Catalyst (7 Aug 2026)·Catalyst (6 Aug 2026)·Catalyst (4 Aug 2026)·Commercial traction (4 Aug 2026)·Catalyst (7 May 2026)·Catalyst (25 Feb 2026)

HZO—MARINEMAX INC

All industries

Then · 31 Oct 2022: Discovery Gap Very high (80/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Discovery Gap Medium (13/100)·AIR Neutral (50/100)·Left the top 5

Since then: Commercial traction (9 Aug 2026)·Catalyst (23 Jul 2026)·Catalyst (29 Jun 2026)·Competitive position (29 Jun 2026)·Commercial traction (29 Jun 2026)·Catalyst (23 Apr 2026)