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Compounders
Compounders screen for companies that have converted high returns on capital into steady sales and free-cash-flow expansion while keeping leverage manageable.
50 stocks
ROIC >= 15%5Y revenue CAGR >= 8%5Y FCF CAGR >= 8%Net debt / EBITDA <= 2x
Basket Constituents
Same result columns as the screener, capped at the top 50 matches.
| Watchlist | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHWY | Chewy Inc. | CONSUMER CYCLICAL | $20.73 | N/A | $15.6B | 39.9x | 26.3x | 44.7% | 97(A) | 12.0% | |
| FTNT | Fortinet Inc. | TECHNOLOGY | $133.93 | N/A | $83.6B | 55.3x | 36.4x | 149.8% | 94(A) | 21.3% | |
| CMG | Chipotle Mexican Grill Inc. | CONSUMER CYCLICAL | $32.89 | N/A | $67.4B | 28.9x | 46.3x | 54.3% | 94(A) | 14.8% | |
| MEDP | Medpace Holdings Inc. | HEALTHCARE | $432.80 | N/A | $8.6B | 28.3x | 11.9x | 98.3% | 91(A) | 22.3% | |
| ULTA | Ulta Beauty Inc. | CONSUMER CYCLICAL | $515.04 | N/A | $17.8B | 20.1x | 16.3x | 41.1% | 89(A) | 15.0% | |
| QLYS | Qualys Inc. | TECHNOLOGY | $102.37 | N/A | $4.7B | 18.8x | 14.5x | 35.3% | 87(A) | 13.0% | |
| MANH | Manhattan Associates | TECHNOLOGY | $138.64 | N/A | $11.2B | 38.5x | 29.0x | 69.9% | 87(A) | 13.0% | |
| PDD | Pinduoduo Inc. | CONSUMER CYCLICAL | $94.52 | N/A | $157.4B | 40.1x | 9.3x | 23.7% | 86(A) | 46.6% | |
| MSI | Motorola Solutions Inc. | TECHNOLOGY | $404.08 | N/A | $67.7B | 31.7x | 25.9x | 89.4% | 86(A) | 9.5% | |
| V | Visa Inc. | FINANCIAL | $328.88 | N/A | $668.2B | N/A | 30.2x | 52.9% | 86(A) | 12.9% | |
| EEFT | EURONET WORLDWIDE, INC. | TECHNOLOGY | $66.20 | N/A | $4.5B | 9.7x | 8.0x | 23.7% | 86(A) | 11.3% | |
| PAYC | Paycom Software Inc. | TECHNOLOGY | $137.80 | N/A | $12.9B | 17.1x | 30.6x | 26.2% | 86(A) | 19.5% | |
| FTI | TechnipFMC plc | ENERGY | $70.99 | N/A | $12.3B | 30.9x | 8.1x | 25.4% | 85(B) | 8.7% | |
| DRI | Darden Restaurants | CONSUMER CYCLICAL | $203.51 | N/A | $23.7B | 23.0x | 24.1x | 23.6% | 85(B) | 9.1% | |
| CAT | Caterpillar Inc. | INDUSTRIALS | $879.89 | N/A | $152.0B | 46.8x | 15.9x | 41.7% | 85(B) | 10.1% | |
| GDDY | GoDaddy Inc. | TECHNOLOGY | $90.46 | N/A | $26.0B | 14.5x | 15.8x | 406.8% | 85(B) | 8.3% | |
| AVGO | Broadcom Inc. | TECHNOLOGY | $414.14 | N/A | $943.8B | 86.8x | 34.5x | 28.4% | 84(B) | 21.7% | |
| OUT | Outfront Media Inc. | REAL ESTATE | $33.60 | N/A | $2.6B | 41.0x | 11.5x | 20.7% | 84(B) | 8.2% | |
| DXCM | DEXCOM, INC. | HEALTHCARE | $72.10 | N/A | $31.5B | 34.5x | 28.4x | 30.5% | 83(B) | 19.3% | |
| INTU | Intuit Inc. | TECHNOLOGY | $319.94 | N/A | $176.7B | 23.4x | 29.4x | 15.1% | 82(B) | 19.7% | |
| BDC | Belden Inc. | TECHNOLOGY | $106.03 | N/A | $4.1B | 17.9x | 17.1x | 18.8% | 82(B) | 9.2% | |
| ADBE | Adobe Inc. | TECHNOLOGY | $244.76 | N/A | $162.4B | 14.7x | 16.6x | 40.0% | 82(B) | 13.1% | |
| DOCU | DOCUSIGN, INC. | TECHNOLOGY | $49.53 | N/A | $16.7B | 33.5x | 15.2x | 16.1% | 81(B) | 17.2% | |
| APH | Amphenol Corp. | TECHNOLOGY | $132.06 | N/A | $97.1B | 39.5x | 19.6x | 31.8% | 80(B) | 21.8% | |
| CDNS | Cadence Design Systems | TECHNOLOGY | $373.59 | N/A | $84.7B | 92.0x | 51.5x | 20.3% | 80(B) | 14.6% | |
| AWI | Armstrong World Industries Inc. | INDUSTRIALS | $157.42 | N/A | $6.5B | 22.2x | 26.0x | 34.3% | 80(B) | 11.6% | |
| TT | TRANE TECHNOLOGIES PLC | INDUSTRIALS | $451.02 | N/A | $89.9B | 34.7x | 33.0x | 22.1% | 78(B) | 11.4% | |
| CNM | Core & Main Inc Class A | INDUSTRIALS | $47.27 | N/A | $10.6B | 20.5x | 17.1x | 23.1% | 78(B) | 16.0% | |
| GOOG | Alphabet Inc. CL C | COMMUNICATION SERVICES | $379.38 | N/A | $2.00T | 35.1x | 27.6x | 28.5% | 77(B) | 17.2% | |
| GOOGL | Alphabet Inc. | COMMUNICATION SERVICES | $382.97 | N/A | $2.00T | 35.4x | 27.6x | 28.5% | 77(B) | 17.2% | |
| IDXX | IDEXX Laboratories | HEALTHCARE | $559.37 | N/A | $38.2B | 42.8x | 36.4x | 51.5% | 76(B) | 9.7% | |
| LULU | Lululemon Athletica Inc. | CONSUMER CYCLICAL | $127.18 | N/A | $33.5B | 9.6x | 34.4x | 31.8% | 76(B) | 20.3% | |
| DECK | Deckers Outdoor | CONSUMER CYCLICAL | $106.67 | N/A | $18.0B | 15.2x | 14.6x | 41.0% | 76(B) | 16.5% | |
| EAT | Brinker International | CONSUMER CYCLICAL | $137.41 | N/A | $5.7B | 16.5x | 13.8x | 103.3% | 76(B) | 11.8% | |
| NFLX | Netflix Inc. | COMMUNICATION SERVICES | $88.60 | N/A | $482.6B | 35.0x | 50.1x | 41.3% | 74(B) | 12.6% | |
| APP | Applovin Corp. | TECHNOLOGY | $481.68 | N/A | $102.1B | 49.4x | 26.0x | 59.0% | 74(B) | 30.4% | |
| MNST | Monster Beverage Corp. | CONSUMER DEFENSIVE | $86.79 | N/A | $59.3B | N/A | 29.1x | 23.1% | 74(B) | 12.5% | |
| IDCC | InterDigital Inc. | TECHNOLOGY | $260.98 | N/A | $5.5B | 22.1x | 9.0x | 36.9% | 74(B) | 18.4% | |
| ADSK | Autodesk Inc. | TECHNOLOGY | $240.99 | N/A | $59.7B | 46.1x | 24.9x | 20.3% | 74(B) | 13.7% | |
| IBP | Installed Building Products | CONSUMER CYCLICAL | $214.22 | N/A | $4.7B | 22.1x | 17.5x | 16.6% | 74(B) | 12.4% | |
| NVDA | NVIDIA Corp. | TECHNOLOGY | $215.33 | N/A | $2.78T | 43.9x | 28.7x | 72.4% | 72(B) | 66.9% | |
| MSFT | Microsoft Corp. | TECHNOLOGY | $418.57 | N/A | $3.24T | 30.7x | 45.5x | 26.3% | 71(B) | 14.5% | |
| CF | CF Industries Holdings Inc. | BASIC MATERIALS | $121.70 | N/A | $13.5B | 13.6x | 8.2x | 22.3% | 71(B) | 11.4% | |
| PCTY | Paylocity Holding Corp. | TECHNOLOGY | $113.02 | N/A | $10.4B | 28.1x | 25.2x | 16.3% | 71(B) | 21.9% | |
| APPF | AppFolio, Inc. | TECHNOLOGY | $164.92 | N/A | $7.7B | 42.5x | 31.9x | 26.0% | 71(B) | 25.1% | |
| MPWR | Monolithic Power Systems | TECHNOLOGY | $1589.81 | N/A | $30.0B | 123.6x | 43.4x | 17.6% | 70(B) | 27.0% | |
| URBN | Urban Outfitters Inc. | CONSUMER CYCLICAL | $73.01 | N/A | $5.0B | 14.4x | 14.6x | 16.5% | 70(B) | 12.3% | |
| FIVE | Five Below Inc. | CONSUMER CYCLICAL | $219.50 | N/A | $4.6B | 33.9x | 9.3x | 16.3% | 70(B) | 19.4% | |
| EOG | EOG Resources | ENERGY | $141.22 | N/A | $59.2B | 15.5x | 5.6x | 16.7% | 69(B) | 15.5% | |
| META | Meta Platforms Inc. | COMMUNICATION SERVICES | $610.26 | N/A | $1.51T | 26.0x | 33.3x | 21.9% | 69(B) | 18.5% |