CBB Contenders/Pretenders

We’re back for another update as we continue to track the top teams across college basketball and separate the wheat from the chaff. It’s pretty evident by the data as well as just watching the games that we have 4 teams that have separated themselves at this point. Duke, Florida, Houston and Auburn very clearly standout, and the domination at the top of the sport is something we haven’t seen in some time. You have to go all the way back to the 2015 season, in my opinion, to see this level of top heavy play in college basketball. That year we had undefeated Kentucky (“Elite”) that lost in the Final 4 to Wisconsin, who was very similar to Auburn as the #1 offense in the country and flirting around top-15 defensively. You also had Duke who won it all that year and then Arizona/Villanova (“Great”) as dominant teams with an overall efficiency north of 33. Arizona lost to Wisconsin in the Elite 8 and then Nova bounced out early in round 2 in the big upset that year. That was basically the only thing that didn’t go according to plan, with 3 of the 5 dominant teams getting to the Final 4. I am starting to expect a similar type of tourney, with now those 4 elite teams rating higher than everyone last year but UConn. Every year people say there’s more and more parity, the tourney is less and less predictable, and maybe beyond those top 4 it will be this year, but it’s just a fact we haven’t seen this level of efficiency and domination from a group of teams like we have this year since 2015. Obviously there are a couple of weeks left to play until the dance, but at this point you’d be foolish to pick a national champion that isn’t 1 of those 4 teams. Also, in reference to what I talked about last week, we lost a couple of teams from the trustworthy categories already so it’s already leveling out at 15 teams.

For those new here, a quick refresher – The goal of this entire exercise is simple, try and place the “best” teams in college basketball into Archetypal buckets, and assess their likelihood of going on a deep run in March based on where they fall. This will all be derived from years of Kenpom data (2005-2024) which I have compiled to create 8 unique archetypes that, in my opinion, will help all who take notice avoid backing a horse that falls in the first weekend, and instead, lead you to hitch your wagon to one that finds itself making a deep tourney run. What we’re not attempting to do is pick the team that comes out of nowhere and goes on a deep run, a la NC State last year.

So, we will focus on the top-30 in Kenpom as of each update. For context, entering the tournament just 8 of the 76 (10.5%) total Final 4 teams since 2005 have entered the tourney outside the top-30. Just with that we already can narrow down our focus and begin to analyze what characteristics of those teams we can identify as key indicators. On top of that we can track week over week movements and spot teams who are improving vs fading.

The 8 Archetypes are:

  • Elite
  • Great
  • Solid
  • Strong Enough

Below I will provide some context for each archetype and list the teams that fall in at the time of publishing. There will be a graphic for each category that shows the criteria and the percentage of teams who fell into that category since 2005 that made it to each round. For example, 83.9% of Elite teams have made it out of the first weekend into the Sweet 16. Juxtapose that with just 19.6% of Vanilla teams and you should catch on real quick to what we’re doing here.

This week’s update:

ELITE:

Here is where we find the cream of the crop in college basketball, as these are the teams who are top-10 in both offensive and defensive efficiency. These are exceptionally good teams, with only 1 such team over the last 2 seasons. However, we’ve already had Iowa St, Auburn and Duke land here, with both the Cyclones and Blue Devils still here this week, so it’s not looking like a year without an elite team. 84% of these teams survive the first weekend, with a whopping 42% getting to the Final 4, almost 20 points better than the next closest Archetype.

Duke, Houston and Florida remain Elite and look like the teams to beat in college basketball, along with Auburn who is the best offense in the country and right on the doorstep now defensively. As I said from the get go, we have 4 outstanding teams in the sport this year.

GREAT:

The next couple are going to be pretty obvious but we’re notching down a peg to teams who weren’t top-10 but do happen to be top-15 on both ends of the floor. It’s pretty consistent in terms of odds of getting out of the first weekend, but does drop off decently as you go to Elite 8 and beyond. Still, with only 31 teams to have entered the tourney as “Elite” since 2005 we may find the 2nd or 3rd options this year fall here. These aren’t always your top seeds either, with 2023 UConn being a perfect example as a 4 seed falling here and winning the whole thing.

Auburn is back to where they probably should be given how dominant they’ve been, and while they haven’t always shown up defensively they’ve done enough to clearly be the #1 overall seed and are a very trustworthy pick in March right now.

SOLID:

Following the trend here, down a peg to teams who were top-25 on both ends but outside of top-15. I will note the difference between top-20 and top-25 was negligible, with the top-20 teams much more resembling the top-25 numbers vs the top-15, so they’ve been combined.

Auburn drops to solid once again, as they’ve oscillated up and down the ranks from Elite all the way down to Solid. Defensively they are just not consistent enough to join that group, but they have a huge chance @ Alabama this weekend to improve on that and get a big win. The rest of this group are similar names, with Arizona and Maryland still of note as they are hot and improving.

STRONG ENOUGH:

This is where we start getting a little unique and into the weeds, as we’ve had to find a bucket for those that fail to land in the top-25 on both ends but are elite on one end of the floor. Conversely they aren’t horrible on the other end, so they don’t drop down to our vulnerable categories. They’re just good enough on their weaker end of the floor that their elite abilities are able to carry them with some confidence out of the first weekend. I had to find the line of demarcation, where the weakness became tangible in the results. The teams ranking above 50 over and over again stood out with early exits, so that’s where it stuck after the numbers confirmed that the teams that live in this area perform much better than those in the “Matadors” or “Grinders” categories just by limiting that weakness. Obviously, the weakness is still indicating less reliability, with nearly half as many “Strong Enough” teams reaching the Elite 8 as “Elite” teams (35% vs 67%.).

Alabama, Mizzou and Purdue are all barely clinging to their inclusion here, with Bama sliding consistently thanks to their inability to get stops. Purdue has gone from near solid ranking to almost falling to Wannabe, but Mizzou has clawed their way here for the first time, so they are going in the opposite direction. Gonzaga/Wisconsin/Tennessee are the stalwarts here, with Tennessee being the team I’d be most confident in.

MATADORS

Now we get into the teams we have to start worrying about which are the overly unbalanced teams. This group will be the teams that can put on a show offensively but who really struggle defensively. We’ve seen time and time again this type of team lose in the first round, including top seeded teams like Kentucky (’24), Iowa (’22), and Ohio St (’21) just to name a few recent examples. The data tells us if you’re gonna be bad on one end it’s better to be worse on D than O, but it still is a stark drop off from 62% (Solid) to the Sweet 16, to just shy of 37% here.

We’re down to just the Wildcats, who have fallen from grace after picking up massive wins earlier in the season. Teams like Baylor, Wisconsin, Purdue and Gonzaga have all found themselves here at some point but have made improvements defensively lately, but they’re certainly capable of finishing here if they slip up down the stretch.

GRINDERS:

Similar to the Matador group this group of teams is very unbalanced, just on the other end of the floor. We all know teams like this, that are forced to take you to the deep waters and test your resolve. Physicality, toughness and relentless pressure on D, but they just can’t seem to score the basketball on a consistent basis. These teams historically have really struggled in March, with nearly 3/4 of them flaming out the first weekend. Some recent examples include Iowa St (’23), LSU (’22), Kansas and Tennessee (’21) among many others.

We have added to the party here with some more bad offenses drifting down to the Grinder archetype. St. John’s of course is still here, but we’ve added A&M and Kansas, who have both been very near to here for a while but have finally crossed over into dangerous territory. This often happens as the conference season moves forward, as weaknesses are attacked. I would expect at least A&M to remain here, with Kansas having a chance to bounce back with all the talent they have.

WANNABE’S

I classified these teams as wannabe’s because they are unbalanced, excelling on one end of the floor compared to the other but not at an elite level. They’re solid on one end and competent on the other, keeping them out of the Vanilla category thanks to their better than average ability on one end but still it is not enough to make up for their deficiency on the other.

VANILLA:

These are your purely average teams, who don’t truly excel on either end of the floor. They find ways to win and remain amongst the top-30 teams but without that true strength to lean on and without the overall elite ability they’re just kind of meh, and you see it in the numbers. With greater than 80% failing to make it out of the first weekend and nearly half checking out after just 1 game these are the last teams you want to trust come March. Some recent examples include Texas Tech (’24), Virginia/Duke/Indiana (’23) and Illinois/UConn (’22) who all failed to get out of the first weekend.

We have teams here who are going in opposite directions, with Louisville still charging forward, nearing the Solid archetype at this point. Then there’s Marquette, who has fallen all the way from “Great” to “Vanilla”, and while they still are in the top-30 they’re barely holding on to relevancy.

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