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🏅 Three FCF compounders with high FCF yields
I've been working on a new stock market screen that highlights companies with high and predictable FCF per share growth (greater than 15% annually over the past decade, with a R² above 0.95) alongside high FCF yields - suggesting potential undervaluation. This combination signals businesses not only
🇧🇪 Just released: Research Report into Belgium’s Highest Quality Companies & Jack Henry ($JKHY)
🐝 Global Compounders Database: May Update
Which Healthcare Compounders Are Truly High Quality?
🇨🇭 Just released: Research Report into Switzerland’s Highest Quality Companies
🇫🇷 Just Released: Deep Dive on GTT (Near-Monopoly, 75% ROC, 7% FCF Yield)
🇳🇿 Searching for compounders in New Zealand
⛅ April update
🇳🇱 Searching for compounders in the Netherlands
🇫🇷 Searching for compounders in France
🇩🇰 Danish compounders and S&P 500 CAGRs
🇬🇧 Searching for compounders in the UK
🌼 March update
🌱 March update
🇩🇪 Searching for compounders in Germany
🇦🇺 Searching for compounders in Australia
🇸🇪 Searching for compounders in Sweden
🛰️ Three under-the-radar linear compounders
Number 1: Paylocity (NASDAQ:PCTY) * Business: Paylocity sells cloud-based payroll and human capital management software. They sell to businesses of all sizes, primarily in the US. They have a market capitalisation of $12bn. * Growth: Over the last 5 years, their revenue has grown 25% per year and FCF per share
❄️ February update
🏋️ Consistently high returns on capital
This is just a quick update to share some of today's analysis. I started with the S&P 500, 400 and 600. I then calculated the cash returns on capital over the last 10 years and determined the minimum that the cash ROC was over the last
⚖️ Was it growth or was it valuation?
Share price growth is the result of change in FCF per share and change in FCF yield. So when we find a company that has grown its share price, it's important to investigate further and determine whether share price growth has been the result of improving fundamentals or
📡 Four under-the-radar linear compounders
Let's take a quick look at four companies that have compounded their share price with a high level of linearity and also have a fairly decent underlying business. For each company, we will take a brief look at the business, growth, capital efficiency, valuation and share price momentum.