10 Comments
User's avatar
student007's avatar

this is excellent article; is there any websites apart from bloomberg terminal to source these metrics particularly ROCE? thanks

hayong lee's avatar
Kevin Borg's avatar

Hi CQ, good to see you, excellent info as usual thanks.

Cheers Kev

JRAlmo's avatar

Awesome!

mindfulInvestments's avatar

Thanks for the sharing. Where do you get the "Expected yearly FCF Growth (3 yr): 17.4%" on Morningstar? I tried to find it but didn't succeeded. I only got earnings and EPS 3-year growth?

Compounding Quality's avatar

These are numbers from Bloomberg. I'm afraid you can't find these data on Morningstar if you don't have a paying subscription.

mindfulInvestments's avatar

Thanks for the good work!

Is the numbering ( 1 -> 20) also a ranking that is 1 is better than 20 ?

Compounding Quality's avatar

No it isn't ranked from 1 to 20. Those are just 20 good ideas / names in my opinion.

Identify7170's avatar

Nice one. Thx.

But what kind of CAGR are you talking about?

Price CAGR

Total Return CAGR

Revenue CAGR

Net Income CAGR

EPS CAGR

FCF CAGR

Thx and best wishes

Compounding Quality's avatar

Thank you! It's the total return CAGR (stock price appreciation + dividends).