Quality compounders

Investment-grade balance sheets, revenue growing at least 8 percent a year, and reported earnings that actually arrive as cash. The cash-conversion test is the one most growth screens leave out, and it is the one that separates a compounder from an accrual.

130 companies pass today, the first 60 shown. Recomputed nightly from SEC filings and end-of-day closes.

Quality Compounders: Cash-Backed Growth
CompanySectorMarket capP/EFCF yield1 year
ARQTArcutis Biotherapeutics, Inc.Healthcare$3.9B148.61.0%+49%
CDECoeur Mining, Inc.Basic Materials$14Bn/a8.4%-42%
CELHCelsius Holdings, Inc.Consumer Defensive$7.2B123.86.4%-56%
ASTHAstrana Health, Inc.Healthcare$2.1B45.14.5%+18%
DAVEDave Inc.Technology$4.5B23.07.2%+68%
FIXComfort Systems USAIndustrials$41B25.16.0%+39%
AVGOBroadcomTechnology$1.5T41.22.6%-8.3%
ANIPANI Pharmaceuticals, Inc.Healthcare$1.7B15.710%-21%
NEMNewmontBasic Materials$113B12.78.9%+12%
ROADConstruction Partners, Inc.Industrials$4.7B32.63.7%-28%
APHAmphenolTechnology$183B18.62.6%+17%
GRNDGrindr Inc.Technology$2.4B27.36.5%+7.4%
RELYRemitly Global, Inc.Technology$5.3B17.97.4%+62%
PRPermian Resources CorporationEnergy$21B16.914%+117%
HLHecla Mining CompanyBasic Materials$9.3B28.35.2%-9.0%
BROSDutch Bros Inc.Consumer Cyclical$7.2B57.61.3%-24%
PNTGThe Pennant Group, Inc.Healthcare$1.5B46.02.4%+75%
LHXL3HarrisIndustrials$47B25.65.9%-9.6%
HALOHalozyme Therapeutics, Inc.Healthcare$14B36.65.7%+88%
JJacobs SolutionsIndustrials$17B50.93.8%-6.3%
LVSLas Vegas SandsConsumer Cyclical$23B13.912%-26%
HEIHEICO CorporationIndustrials$36B49.52.9%-3.2%
RBARB Global, Inc.Industrials$16B36.33.9%-16%
AMDAdvanced Micro DevicesTechnology$845B133.01.0%+121%
STRLSterling Infrastructure, Inc.Industrials$11B25.64.4%-1.6%
NOWServiceNowTechnology$164B98.92.8%-11%
VRTVertivIndustrials$75B44.03.9%+9.3%
PWRQuanta ServicesIndustrials$82B62.62.9%+25%
SNPSSynopsys, Inc.Technology$82B75.23.3%-2.3%
SSRMSSR Mining Inc.Basic Materials$5.8B25.66.1%+9.9%
TDWTidewater Inc.Energy$4.3B17.66.3%+76%
DYDycom Industries, Inc.Industrials$6.8B20.56.9%-24%
UIUbiquiti Inc.Technology$36B37.12.6%-22%
CNRCore Natural Resources, Inc.Energy$4.6B46.35.7%-0.4%
LFSTLifeStance Health Group, Inc.Healthcare$4.9B99.63.5%+157%
STXSeagate TechnologyTechnology$143B45.42.2%+181%
FIVEFive Below, Inc.Consumer Cyclical$12B20.04.9%+47%
GWREGuidewire Software, Inc.Technology$15B116.72.4%-22%
FICOFair IsaacTechnology$18B23.55.7%-50%
WLDNWilldan Group, Inc.Industrials$1.1B17.05.6%-23%
UBERUberIndustrials$137B14.67.4%-28%
CHRDChord Energy CorporationEnergy$8.6B10.614%+83%
BSXBoston ScientificHealthcare$66B18.55.5%-53%
FSSFederal Signal CorporationIndustrials$6.9B24.44.9%-5.0%
SGISomnigroup International Inc.Consumer Cyclical$14B25.85.7%-23%
CDNSCadence Design SystemsTechnology$87B62.91.9%-2.4%
CSWCSW Industrials, Inc.Industrials$4.8B40.53.0%+23%
EWEdwards LifesciencesHealthcare$51B51.22.8%+23%
SPXCSPX Technologies, Inc.Industrials$8.0B28.83.8%-12%
FTNTFortinetTechnology$132B63.62.4%+116%
PCTYPaylocity Holding CorporationTechnology$9.4B35.95.3%+19%
XYLXylem Inc.Industrials$25B25.93.8%-24%
ITTITT Inc.Industrials$17B37.23.0%+12%
BRBRBellRing Brands, Inc.Consumer Defensive$1.1B6.820%-71%
ADSKAutodeskTechnology$53B32.75.4%-16%
INTUIntuitTechnology$92B20.79.4%-47%
ALSNAllison Transmission Holdings, Inc.Consumer Cyclical$8.8B16.98.4%+31%
LMATLeMaitre Vascular, Inc.Healthcare$1.9B29.63.8%-2.1%
ADUSAddus HomeCare CorporationHealthcare$2.3B21.36.8%+3.8%
HUMHumanaHealthcare$51B39.93.8%+59%

The filter, in full: Investment-grade with cash-backed earnings (FCF conversion ≥0.9×), growing ≥8% a year. Figures come from SEC filings and end-of-day closes. A screen is a starting point for research, not a recommendation.

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