Price to earnings tells you nothing about the value you are getting...
Invest In Assets 📈@InvestInAssets
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Jan 24, 2024
~1 min read
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1
Price to earnings tells you nothing about the value you are getting
You can't compare Fords to Ferraris
Instead, look for:
•ROIC >20%
•Organic FCF growth >10%
•Cash conversion >80%
•Debt / FCF < 5x
•FCF yield >3%
39 Examples 🧵👇
You can't compare Fords to Ferraris
Instead, look for:
•ROIC >20%
•Organic FCF growth >10%
•Cash conversion >80%
•Debt / FCF < 5x
•FCF yield >3%
39 Examples 🧵👇
2
North America 🇺🇨🇦🇸
Visa
Apple
Adobe
Qualys
Copart
Factset
Google
Fortinet
Watsco
Hershey
Lululemon
IDEXX Labs.
Ulta Beauty
OTC Markets
Old Dominion
Mettler-Toledo
Applied Materials
Chipotle Mexican Grill
Cadence Design systems
Visa
Apple
Adobe
Qualys
Copart
Factset
Fortinet
Watsco
Hershey
Lululemon
IDEXX Labs.
Ulta Beauty
OTC Markets
Old Dominion
Mettler-Toledo
Applied Materials
Chipotle Mexican Grill
Cadence Design systems
3
Europe 🇪🇺
ASML
Orion
Kainos
Bouvet
Andritz
Betsson
YouGov
Datalab
Ryan Air
Livechat
Genmab
Torpol SA
Bahnhof AB
Stellantis NV
Novo Nordisk
B3 Consulting
Evolution Gaming
BE Semiconductor
Games Workshop
STMicroelectronics NV
ASML
Orion
Kainos
Bouvet
Andritz
Betsson
YouGov
Datalab
Ryan Air
Livechat
Genmab
Torpol SA
Bahnhof AB
Stellantis NV
Novo Nordisk
B3 Consulting
Evolution Gaming
BE Semiconductor
Games Workshop
STMicroelectronics NV
4
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1. Follow me @InvestInAssets for more of these
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1. Follow me @InvestInAssets for more of these
2. RT the tweet below to share this thread with your audience
3. Subscribe to my Newsletter and free resources: linktr.ee/investinassets
