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20 Quality Stocks you should know Monopolies and oligopolies outperform the market over time. Here are 20 stocks which should beat the S&P 500:
Company 1: S&P Global ($SPGI) S&P Global provides clients with financial information services (credit ratings, benchmarks, ...) in the capital and commodity markets. - FCF margin: 42.9% - ROCE: 126.3% - FCF yield: 3.8% - Exp. FCF growth (3 yr): 16.9% - CAGR since IPO: 13.7%
Company 2: ASML ($ASML) ASML is a monopolistic player in semiconductor chip machines through lithography. Over the next years, demand for semiconductors will explode. - FCF margin: 53.4% - ROCE: 41.5% - FCF yield: 2.1% - Exp. FCF growth ( 3 yr): 18.3% - CAGR since IPO: 25.3%
Company 3: Novo Nordisk ($NOVO-B) Novo Nordisk is active in diabetes treatment. More and more people will suffer from diabetes due to our aging population and obesity. - FCF margin: 34.6% - ROCE: 101.9% - FCF yield: 3.0% - Exp; FCF growth (3 yr): 15.6% - CAGR since IPO: 19.9%
Company 4: Mastercard ($MA) Together with Visa, Mastercard dominates the attractive market of financial transaction processing. - FCF margin: 48.0% - ROCE: 188.5% - FCF yield: 2.6% - Exp. FCF growth ( 3 yr): 15.8% - CAGR since IPO: 31.0%
Company 5: Microsoft ($MSFT) Everyone knows Microsoft and you will probably use it daily. Microsoft has a very wide moat in software applications and cloud storage. - FCF margin: 32.9% - ROCE: 45.4% - FCF yield: 2.8% - Exp. FCF growth (3 yr): 15.3% - CAGR since IPO: 23.0%
Company 6: Blackrock ($BLK) Do you own an ETF from iShares? That’s a Blackrock product. BlackRock provides investment management services to investors. - FCF margin: 23.8% - ROCE: 11.7% - FCF yield: 5.1% - Exp. FCF growth (3 yr): 12.3% - CAGR since IPO: 19.8%
Company 7: Thermo Fisher ($TMO) Thermo Fisher manufactures scientific instruments, consumables, and chemicals. The company has a wide moat with attractive margins. - FCF margin: 17.3% - ROCE: 46.1% - FCF yield: 3.3% - Exp. FCF growth (3 yr): 10.1% - CAGR since IPO: 13.5%
Company 8: Automatic Data Processing ($ADP) ADP s a global provider of business outsourcing solutions. ADP’s services include human resource, payroll and tax solutions. - FCF margin: 17.7% - ROCE: 132.6% - FCF yield 4.6% - Exp. FCF growth ( 3 yr): 12.5% - CAGR since IPO: 14.9%
Company 9: Zoetis ($ZTS) More people are treating their pets as a full family member, and Zoetis fully benefits from this with animal health medicines and vaccines. - FCF margin: 22.3% - ROCE: 32.9% - FCF yield: 2.7% - Exp FCF growth (3 yr): 10.6% - CAGR since IPO: 20.9%
Company 10: Union Pacific ($UNP) Union Pacific is a rail transportation company. The company operates in an oligopoly together with BNSF (part of Berkshire Hathaway). - FCF margin: 28.0% - ROCE: 14.2% - FCF yield: 3.4% - Exp. FCF growth (3 yr): 8.5% - CAGR since IPO: 13.3%
Company 11: Moody’s ($MCO) Just like S&P Global, Moody’s is a credit rating company. Both companies are dominating the credit rating market and still will in 20 years. - FCF margin: 30.0% - ROCE: 72.8% - FCF yield: 2.7% - Exp. FCF growth (3 yr): 10.0% - CAGR since IPO: 14.8%
Company 12: Sonova ($SOON) Sonova is a market leader in premium hearing aids. More and more people are suffering from hearing problems and this is beneficial for Sonova. - FCF margin: 24.3% - ROCE: 50.7% - FCF yield: 4.9% - Exp. FCF growth (3 yr): 13.3% - CAGR since IPO: 15.5%
Company 13: Visa ($V) Visa is a great quality business with a wide moat and incredible profit margins. When you invest in Visa, you invest in a strong secular trend. - FCF margin: 60.2% - ROCE: 105.3% - FCF yield: 3.5% - Exp. FCF growth (3 yr): 15.5% - CAGR since IPO: 22.3%
Company 14: Danaher ($DHR) Danaher is a great acquirer active in medical instruments and life sciences. Furthermore, they also provide COVID tests. - FCF margin: 24.0% - ROCE: 60.9% - FCF yield: 3.6% - Exp. FCF growth (3 yr): 9.5% - CAGR since IPO: 19.6%
Company 15: TransUnion ($TRU) TransUnion operates as a credit reporting agency offering consumer reports, risk scores, analytical services, and decision capabilities. - FCF margin: 19.7% - ROCE: 151.7% - FCF yield: 3.7% - Exp. FCF growth ( 3 yr): 25.9% - CAGR since IPO: 15.1%
Company 16: Stryker ($SYK) Stryker is active in specialty surgical and medical products. Hospitals are very loyal which is beneficial for Stryker. - FCF margin: 16.0% - ROCE: 9.1% - FCF yield: 2.4% - Expected FCF growth (next 3 years): 12.8% - CAGR since IPO: 17.9%
Company 17: IDEXX ($IDXX) Together with Zoetis, IDEXX dominates the American market for animal health medicines and vaccines. - FCF margin: 19.8% - ROCE: 86.5% - FCF yield: 2.2% - Exp. FCF growth (3 yr): 13.0% - CAGR since IPO: 20.7%
Company 18: Rightmove ($RMV) Rightmove is the clear number 1 in the market for selling listed properties in the United Kingdom. - FCF margin: 63.7% - ROCE: 287.4% - FCF yield: 5.0% - Exp. FCF growth (3 yr): 7.4% - CAGR since IPO: 19.1%
Company 19: Adobe ($ADBE) Adobe is a true compounding stock active in computer software products and technologies allowing users to express information across all media. - FCF margin: 43.6% - ROCE: 125.2% - FCF yield: 2.2% - Exp. FCF growth (3 yr): 20.0% - CAGR since IPO: 17.6%
