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CAGR
Compound Annual Growth Rate
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Beta
Volatility Compared to S&P 500
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Total Return
1-Year Avg.
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3-Year Avg.
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5-Year Avg.
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Strategy Formulas & Filters
Price to Sales Ratio (TTM)weight: 0.25
Calculates the Price to Sales ratio to emphasize companies with high market caps relative to their revenue.
Return on Equity CAGR (5-Yr)weight: 0.125
Derives the compound annual growth rate of ROE over five years to assess trends in profitability.
Gross Profit CAGR (5-Yr)weight: 0.25
Calculates the five-year compound annual growth rate of gross profit to measure long-term revenue expansion.
Free-Cash-Flow CAGR (5-Yr)weight: 0.25
Computes the five-year compound annual growth rate of free cash flow to reflect long-term cash generation efficiency.
EBITDA CAGR (5-Yr)weight: 0.125
Measures the five-year compound annual growth rate of EBITDA to capture long-term trends in operational profitability.
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Strategy Information
The Combined Growth and Value Strategy: Revenue, Profit, Free Cash Flow & Returns combines the top five growth and value investing metrics. It combines four key compound annual growth metrics, CAGR 5-yr gross-profit growth, CAGR 5-yr net-profit growth, CAGR 5-yr FCF-Growth, and CAGR 5-yr ROE, to compute companies that are growing revenue, profits, free cash flow, and returns on equity, while at the same time their stock price is relatively low compared to earnings, determined by the fifth metric, the Difference in Fair Value calculation.