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Growth champs

Companies with the highest growth potential.

Low-risk | Top 10 stocks to consider

(in order by NOPAT to enterprise value, from highest to lowest)

CompanySymbolPriceNOPATToEV NOPAT TTM NOPAT 2021NOPAT 2020NOPAT 2019NOPAT 2018AVG4Y(NOPAT growth)Book Value per Share Dividend Yield PE Ratio Stock Sale And Purchase ROCE TTM ROCE 2021SP Rating
T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

T. Rowe Price Group Inc

TROW 

$121.78

10.63%

$2,901,400,000

$3,082,900,000

$2,372,700,000

$2,131,300,000

$1,837,500,000

12.84%

$39.84

3.94%

9.7

$-2,660,500,000

31.5%

30.9%

Not available (Not available)

Target Corporation is an American retail corporation. Their retail formats include the discount store Target, the hypermarket SuperTarget, and small-format stores previously named CityTarget and TargetExpress before being consolidated under the Target branding.

Target Corporation

TGT 

$155.36

9.76%

$6,946,000,000

$4,368,000,000

$3,281,000,000

$2,938,000,000

$2,908,000,000

26.21%

$23.22

2.32%

12.7

$-7,397,000,000

29.0%

21.0%

A (Stable)

Facebook, Inc., is an American multinational technology conglomerate based in Menlo Park, California. It is one of the world's most valuable companies. It is considered one of the Big Five companies in U.S. information technology, with Google, Apple, Microsoft and Amazon. Facebook offers other products and services beyond its social networking platform, including Facebook Messenger, Facebook Watch, and Facebook Portal. It also has acquired Instagram, WhatsApp, Oculus, Giphy and Mapillary, and has a 9.9% stake in Jio Platforms.

Meta Platforms Inc.

FB 

$193.54

7.21%

$37,338,000,000

$39,370,000,000

$29,146,000,000

$18,485,000,000

$22,112,000,000

17.80%

$45.41

0.00%

14.5

$-60,315,000,000

30.7%

32.3%

not available (not available)

Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP), and for related manufacturing markets such as for microelectromechanical systems (MEMS). The company is headquartered in Fremont, California, in the Silicon Valley.

Lam Research Corporation

LRCX 

$474.12

6.86%

$4,541,009,000

$3,908,458,000

$2,251,753,000

$2,191,430,000

$2,380,681,000

21.14%

$43.45

1.27%

14.9

$-5,941,337,000

43.0%

37.0%

A- (Stable)

Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor (integrated circuit) chips for electronics, flat panel displays for computers, smartphones and televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, in Silicon Valley.

Applied Materials Inc

AMAT 

$106.46

6.70%

$6,550,000,000

$5,888,000,000

$3,619,000,000

$2,706,000,000

$3,038,000,000

24.19%

$13.46

0.90%

15.4

$-2,278,000,000

40.1%

36.0%

A (Stable)

Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.

Alphabet Inc

GOOGL 

$2178.16

5.12%

$74,539,000,000

$76,033,000,000

$40,269,000,000

$34,343,000,000

$30,736,000,000

28.96%

$385.58

0.00%

20.0

$-94,723,000,000

30.1%

30.9%

AA+ (Stable)

John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.

Deere & Company

DE 

$313.31

4.99%

$5,643,000,000

$5,963,000,000

$2,751,000,000

$3,253,000,000

$2,368,000,000

33.33%

$58.03

1.34%

20.4

$-3,911,000,000

11.9%

11.8%

A (Stable)

Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.

Apple Inc

AAPL 

$137.59

4.59%

$101,935,000,000

$94,680,000,000

$57,411,000,000

$55,256,000,000

$59,531,000,000

17.32%

$4.158

0.64%

22.4

$-178,749,000,000

54.5%

49.6%

AA+ (Stable)

Marsh McLennan (formerly known as Marsh & McLennan Companies) is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Its four main operating companies are Marsh, Guy Carpenter, Mercer, and Oliver Wyman.

Marsh & McLennan Companies Inc

MMC 

$149.85

4.22%

$3,231,000,000

$3,143,000,000

$2,016,000,000

$1,742,000,000

$1,650,000,000

20.00%

$21.78

1.43%

24.1

$-1,659,000,000

17.4%

16.7%

A- (Stable)

Activision Blizzard, Inc. is an American video game holding company based in Santa Monica, California. Activision Blizzard currently includes five business units: Activision Publishing, Blizzard Entertainment, King, Major League Gaming, and Activision Blizzard Studios.

Activision Blizzard Inc

ATVI 

$77.4

4.03%

$2,474,000,000

$2,699,000,000

$2,197,000,000

$1,503,000,000

$1,848,000,000

10.50%

$22.81

0.61%

24.7

$0

13.0%

14.4%

A- (Stable)

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How we pick our Growth champs

Companies with the highest growth potential.

We require a continuous net operating profit (NOPAT) increase of at least 15% per annum. Companies unable to grow at this rate are excluded from our investment targets.

ROCE is above 10% We want to see at least 10 % profit on invested capital.

The set is then ordered into a list based on NOPAT yield, that is, how much profit a company can make per one dollar of current company value. The higher the percentage, the better it is for the investor.

Value champs

Companies that increase their dividends most reliably. Termed as fallen angels when significantly undervalued.

Low-risk | Top 10 stocks to consider

(in order by dividend yield and over- or undervalued ratio, from highest to lowest)

CompanySymbolPriceNOPATToEV AVG4Y(NOPAT growth)Book Value per Share Dividend Yield DIVY and AVG3Y(DGR) PE Ratio Stock Sale And Purchase ROCE TTM ROCE 2021FCF Payout TTM FCF Payout 2021Over- or Undervalued Dividend EST NTM Dividend 2021DGR EST NTM DGR 2021Gordon Model NTM SP Rating
Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

Franklin Resources Inc

BEN 

$25.8

15.19%

39.15%

$23.06

4.50%

4.50% + 6.00% = 10.50%

6.8

$-389,500,000

11.2%

10.1%

63.0%

48.0%

-27.5%

$1.16

$1.13

2.7%

3.7%

5.5%

A (Stable)

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

T. Rowe Price Group Inc

TROW 

$121.78

10.63%

12.84%

$39.84

3.94%

3.94% + 15.66% = 19.61%

9.7

$-2,660,500,000

31.5%

30.9%

52.0%

53.0%

-43.9%

$4.8

$4.32

11.1%

20.0%

6.1%

Not available (Not available)

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. Its bank operates 2,781 branches in 15 states and Washington, D.C., and offers consumer and commercial banking, securities brokerage, asset management, mortgage, and insurance products and services.

Truist Financial Corporation

TFC 

$45.68

10.33%

20.34%

$43.82

4.20%

4.20% + 6.07% = 10.27%

10.3

$-1,616,000,000

1.6%

1.6%

38.6%

38.3%

-30.7%

$1.92

$1.86

3.2%

3.3%

5.8%

A- (Positive)

Prudential Financial, Inc. is an American company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 40 other countries.

Prudential Financial Inc

PRU 

$98.7

13.03%

-577.11%

$117.06

4.86%

4.86% + 8.55% = 13.42%

8.0

$-3,364,000,000

-7.5%

1.2%

13.8%

18.5%

-12.9%

$4.8

$4.6

4.3%

4.5%

5.1%

A (Stable)

PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.

The PNC Financial Services Group Inc

PNC 

$155.98

8.24%

2.67%

$106.43

3.85%

3.85% + 12.47% = 16.31%

13.2

$-3,982,000,000

14.0%

1.4%

42.5%

31.7%

-30.6%

$6

$4.8

25.0%

4.3%

6.2%

A- (Positive)

U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.

U.S. Bancorp

USB 

$49.21

9.81%

5.16%

$29.87

3.74%

3.74% + 9.67% = 13.41%

10.6

$-3,208,000,000

1.8%

2.0%

16.8%

29.3%

-20.2%

$1.84

$1.76

4.5%

4.8%

6.3%

A+ (Negative)

BlackRock, Inc. is an American multinational investment management corporation based in New York City.

BlackRock Inc

BLK 

$600.44

6.83%

9.46%

$247.08

3.25%

3.25% + 10.98% = 14.23%

14.9

$-4,230,000,000

5.8%

5.6%

57.4%

55.3%

-37.1%

$19.52

$16.52

18.2%

13.8%

6.7%

AA- (Stable)

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.

JPMorgan Chase & Co

JPM 

$117.34

11.97%

11.71%

$86.16

3.41%

3.41% + 14.98% = 18.39%

8.8

$-27,380,000,000

1.5%

1.8%

16.4%

16.5%

-25.5%

$4

$3.7

8.1%

2.8%

6.6%

A- (Positive)

The Allstate Corporation is an American insurance company, headquartered in Northfield Township, Illinois.

The Allstate Corporation

ALL 

$123.03

10.51%

48.92%

$76.96

2.76%

2.76% + 22.23% = 25.00%

10.5

$-5,659,000,000

11.2%

7.1%

28.4%

20.9%

-30.8%

$3.4

$3.24

4.9%

50.0%

7.2%

A- (Stable)

Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.

Amgen Inc

AMGN 

$247.5

4.39%

-8.93%

$1.715

3.14%

3.14% + 10.06% = 13.20%

24.1

$-14,821,000,000

17.3%

15.6%

48.4%

47.9%

-5.0%

$7.76

$7.04

10.2%

10.0%

6.9%

A- (Stable)

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How we pick our Value Champs

Identifying Fallen Angels

We require continuous dividend increase for the past 5 years. Our first basic filter is for a steady increase in dividends. Companies that are unable to grow at a rate that will allow them to increase their dividends are excluded from our investment targets. We trust only responsibly managed companies, which will increase dividends when they can. Naturally, this criterion in itself is not airtight. In the past, some companies have requested bankruptcy protection after dividend increase streaks.

We want to see an above-inflation DGR in recent years. Potential investment targets are expected to increase their dividends at an above-inflation rate, thus preserving and adding to the value of our investment. (Threshold used for the period is 2.28%)

Another requirement is that on the day of the share purchase, the average of the current Dividend Yield and the 3-year DGR should be at least 9%. With this condition, we try to ensure a minimum of 9% return on our investment in average.

FCF (free cash flow) payout should not be higher than 90%. In addition to its amount, the security of the dividend is equally crucial. This is why we exclude stocks of companies that are unable to generate a profit high enough to guarantee dividend payment.

We tolerate no share issues in the last 3 years. This condition is important as it guarantees that a recent dividend increase was not financed by additional share issues. In our model, we did not take into account whether the companies considered had share repurchase programs, which otherwise might be a positive indicator. (However, we display this information in the True Champs list below, and on our website , as well.)

The stock cannot be overpriced. We examine how the price compares against the current dividend yield and the average dividend yield of the last 5 years.

Candidate stocks who have passed the above filters are ranked in descending order of their dividend size (modified by undervalued factor).