Priced for less than it delivers

Three-year sales growth minus the yearly free cash flow growth today's price already assumes (a reverse DCF): the widest gaps between what a company has delivered and what it is priced for.

The top 50 US-listed companies above $2B, recomputed each night from SEC filings.

Healthcare takes 5 of the top ten places. TransMedics Group, Inc. leads at 54 points, and the middle of the list sits at 26 points (Roblox Corporation).

1. 1TMDXTransMedics Group, Inc.Healthcaregrew 64% a year, priced for 11%54 points
2. 2CELHCelsius Holdings, Inc.Consumer Defensivegrew 47% a year, priced for 3%45 points
3. 3KNSAKiniksa Pharmaceuticals International, plcHealthcaregrew 56% a year, priced for 14%42 points
4. 4CHRNChronoScale CorporationTechnologygrew 77% a year, priced for 35%42 points
5. 5GMEDGlobus Medical, Inc.Healthcaregrew 42% a year, priced for 1%41 points
6. 6ASTHAstrana Health, Inc.Healthcaregrew 44% a year, priced for 7%37 points
7. 7ALNYAlnylam Pharmaceuticals, Inc.Healthcaregrew 53% a year, priced for 17%36 points
8. 8DUOLDuolingo, Inc.Technologygrew 37% a year, priced for 2%35 points
9. 9FIXComfort Systems USAIndustrialsgrew 36% a year, priced for 4%32 points
10. 10PAASPan American Silver Corp.Basic Materialsgrew 34% a year, priced for 2%32 points
11. 11RELYRemitly Global, Inc.Technologygrew 31% a year, priced for 0%31 points
12. 12MNDYmonday.com Ltd.Technologygrew 33% a year, priced for 2%31 points
13. 13GRNDGrindr Inc.Technologygrew 32% a year, priced for 1%31 points
14. 14ELFe.l.f. Beauty, Inc.Consumer Defensivegrew 38% a year, priced for 8%30 points
15. 15JBTMJBT Marel CorporationIndustrialsgrew 34% a year, priced for 4%30 points
16. 16ADMAADMA Biologics, Inc.Healthcaregrew 35% a year, priced for 7%28 points
17. 17LHXL3HarrisIndustrialsgrew 28% a year, priced for 1%27 points
18. 18OKEOneokEnergygrew 35% a year, priced for 8%27 points
19. 19FAFirst Advantage CorporationIndustrialsgrew 29% a year, priced for 2%27 points
20. 20RSIRush Street Interactive, Inc.Consumer Cyclicalgrew 29% a year, priced for 2%26 points
21. 21KVYOKlaviyo, Inc.Technologygrew 33% a year, priced for 7%26 points
22. 22HLHecla Mining CompanyBasic Materialsgrew 31% a year, priced for 5%26 points
23. 23FLYWFlywire CorporationTechnologygrew 27% a year, priced for 1%26 points
24. 24HIMSHims & Hers Health, Inc.Healthcaregrew 54% a year, priced for 28%26 points
25. 25PAYPaymentus Holdings, Inc.Technologygrew 35% a year, priced for 9%26 points
26. 26RBLXRoblox CorporationCommunication Servicesgrew 31% a year, priced for 5%26 points
27. 27ARISAris Mining CorporationBasic Materialsgrew 32% a year, priced for 7%25 points
28. 28HALOHalozyme Therapeutics, Inc.Healthcaregrew 29% a year, priced for 5%25 points
29. 29GLBEGlobal-E Online Ltd.Consumer Cyclicalgrew 33% a year, priced for 9%24 points
30. 30AGFirst Majestic Silver Corp.Basic Materialsgrew 26% a year, priced for 2%24 points
31. 31NBIXNeurocrine Biosciences, Inc.Healthcaregrew 26% a year, priced for 4%23 points
32. 32AEMAgnico Eagle Mines LimitedBasic Materialsgrew 28% a year, priced for 5%23 points
33. 33ROADConstruction Partners, Inc.Industrialsgrew 33% a year, priced for 11%22 points
34. 34AVGOBroadcomTechnologygrew 36% a year, priced for 15%21 points
35. 35ZETAZeta Global Holdings Corp.Technologygrew 34% a year, priced for 13%21 points
36. 36HUBSHubSpot, Inc.Technologygrew 21% a year, priced for 2%20 points
37. 37ACADACADIA Pharmaceuticals Inc.Healthcaregrew 27% a year, priced for 8%19 points
38. 38SSRMSSR Mining Inc.Basic Materialsgrew 21% a year, priced for 2%19 points
39. 39DYDycom Industries, Inc.Industrialsgrew 19% a year, priced for 2%18 points
40. 40LLYLilly (Eli)Healthcaregrew 39% a year, priced for 22%17 points
41. 41DKNGDraftKings Inc.Consumer Cyclicalgrew 28% a year, priced for 10%17 points
42. 42TDWTidewater Inc.Energygrew 20% a year, priced for 3%17 points
43. 43APHAmphenolTechnologygrew 32% a year, priced for 15%17 points
44. 44DASHDoorDashConsumer Cyclicalgrew 27% a year, priced for 11%16 points
45. 45UBERUberIndustrialsgrew 16% a year, priced for 0%16 points
46. 46PRMPerimeter Solutions, Inc.Basic Materialsgrew 33% a year, priced for 17%16 points
47. 47LIFLife360, Inc.Technologygrew 29% a year, priced for 13%16 points
48. 48CLBTCellebrite DI Ltd.Technologygrew 21% a year, priced for 5%16 points
49. 49STRLSterling Infrastructure, Inc.Industrialsgrew 23% a year, priced for 7%16 points
50. 50CNRCore Natural Resources, Inc.Energygrew 19% a year, priced for 3%16 points