Stocks priced for perfection

The opposite list, and the more useful one to keep. These are sound companies whose price already assumes at least 20 percent annual free cash flow growth. Nothing here is a short idea; it is a list of names with no room left for disappointment.

47 companies pass today. Recomputed nightly from SEC filings and end-of-day closes.

Stocks Priced for Perfection
Company	Sector	Market cap	P/E	FCF yield	1 year
TGTXTG Therapeutics, Inc.	Healthcare	$8.3B	19.7	0.2%	+55%
TSLATesla, Inc.	Consumer Cyclical	$1.5T	408.9	0.2%	-13%
CAICaris Life Sciences, Inc.	Healthcare	$9.0B	n/a	0.3%	+0.2%
HCCWarrior Met Coal, Inc.	Basic Materials	$4.5B	20.7	0.3%	+29%
CEGConstellation Energy	Utilities	$90B	24.7	0.3%	-36%
AXONAxon Enterprise	Industrials	$34B	174.4	0.4%	-36%
LITELumentum	Technology	$68B	n/a	0.4%	+365%
AWRAmerican States Water Company	Utilities	$3.4B	23.4	0.6%	+16%
INTCIntel	Technology	$439B	n/a	0.7%	+136%
BLLNBillionToOne, Inc.	Healthcare	$5.1B	153.9	0.7%	n/a
BYDBoyd Gaming Corporation	Consumer Cyclical	$5.2B	3.1	0.7%	-12%
BEBloom Energy Corporation	Industrials	$57B	n/a	0.8%	+68%
PEGPublic Service Enterprise Group	Utilities	$36B	17.9	0.8%	-12%
MRVLMarvell Technology, Inc.	Technology	$200B	75.4	0.9%	+159%
TTWOTake-Two Interactive	Communication Services	$38B	n/a	0.9%	-21%
WATWaters Corporation	Healthcare	$45B	113.1	0.9%	+35%
HONHoneywell	Industrials	$70B	10.0	0.9%	+17%
AMDAdvanced Micro Devices	Technology	$845B	133.0	1.0%	+121%
ARQTArcutis Biotherapeutics, Inc.	Healthcare	$3.9B	148.6	1.0%	+49%
AEISAdvanced Energy Industries, Inc.	Industrials	$8.7B	40.3	1.0%	+13%
WCCWESCO International, Inc.	Industrials	$15B	22.0	1.0%	+46%
TICTIC Solutions, Inc.	Industrials	$2.1B	n/a	1.1%	-21%
PLXSPlexus Corp.	Technology	$5.8B	32.0	1.1%	+44%
BRKRBruker Corporation	Healthcare	$8.8B	n/a	1.1%	+51%
VIAVViavi Solutions Inc.	Technology	$7.5B	n/a	1.1%	+129%
RGENRepligen Corporation	Healthcare	$10.0B	242.1	1.1%	+14%
MTSIMACOM Technology Solutions Holdings, Inc.	Technology	$18B	75.3	1.1%	+71%
TRGPTarga Resources	Energy	$65B	28.9	1.1%	+110%
MGTXMeiraGTx Holdings plc	Healthcare	$883M	12.9	1.2%	+13%
PIImpinj, Inc.	Technology	$5.1B	n/a	1.2%	-17%
RDNTRadNet, Inc.	Healthcare	$5.5B	n/a	1.3%	-9.1%
BROSDutch Bros Inc.	Consumer Cyclical	$7.2B	57.6	1.3%	-24%
WEXWEX Inc.	Technology	$6.7B	19.7	1.3%	+34%
PANWPalo Alto Networks	Technology	$312B	810.9	1.3%	+85%
GOOGLAlphabet Inc.	Communication Services	$3.9T	16.1	1.4%	+28%
PSMTPriceSmart, Inc.	Consumer Defensive	$5.3B	32.8	1.4%	+40%
MODModine Manufacturing Company	Consumer Cyclical	$7.1B	50.1	1.4%	-17%
KNFKnife River Corporation	Basic Materials	$3.0B	21.7	1.4%	-19%
ALGMAllegro MicroSystems, Inc.	Technology	$5.9B	524.7	1.5%	+7.3%
MRCYMercury Systems, Inc.	Industrials	$4.5B	n/a	1.5%	-2.9%
LLYLilly (Eli)	Healthcare	$1.2T	42.8	1.5%	+56%
TPBTurning Point Brands, Inc.	Consumer Defensive	$1.3B	27.6	1.5%	-29%
COHUCohu, Inc.	Technology	$2.3B	n/a	1.5%	+115%
HHyatt Hotels Corporation	Consumer Cyclical	$16B	210.3	1.6%	+20%
SMTCSemtech Corporation	Technology	$12B	88.5	1.6%	+86%
WSTWest Pharmaceutical Services	Healthcare	$28B	50.2	1.6%	+47%
TERTeradyne	Technology	$48B	42.4	1.7%	+122%

The filter, in full: Investment-grade names whose price already bakes in ≥20% a year FCF growth (the model caps at 100%), a watch-list for lofty expectations. 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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