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.

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

Quality Compounders: Cash-Backed Growth
Company	Sector	Market cap	P/E	FCF yield	1 year
NUTXNutex Health Inc.	Healthcare	$1.0B	11.1	26%	+29%
CELHCelsius Holdings, Inc.	Consumer Defensive	$7.2B	42.2	4.1%	-38%
ANIPANI Pharmaceuticals, Inc.	Healthcare	$1.9B	19.5	10%	+24%
RBARB Global, Inc.	Industrials	$22B	48.1	3.7%	+9.7%
RELYRemitly Global, Inc.	Technology	$4.6B	44.7	6.6%	+6.8%
FIXComfort Systems USA	Industrials	$69B	56.2	2.0%	+289%
ROADConstruction Partners, Inc.	Industrials	$7.1B	55.7	2.7%	+14%
BROSDutch Bros Inc.	Consumer Cyclical	$12B	105.3	0.8%	-5.4%
LHXL3Harris	Industrials	$54B	31.0	4.8%	+16%
HALOHalozyme Therapeutics, Inc.	Healthcare	$8.6B	25.6	7.8%	+35%
PNTGThe Pennant Group, Inc.	Healthcare	$1.2B	42.3	4.1%	+23%
CBZCBIZ, Inc.	Industrials	$1.6B	14.3	11%	-58%
FSLRFirst Solar	Technology	$27B	16.1	6.2%	+72%
TDWTidewater Inc.	Energy	$3.3B	11.0	8.8%	+47%
VRTVertiv	Industrials	$121B	77.8	1.9%	+172%
SSRMSSR Mining Inc.	Basic Materials	$5.9B	26.9	6.4%	+130%
SNPSSynopsys, Inc.	Technology	$89B	115.3	3.0%	-1.5%
STRLSterling Infrastructure, Inc.	Industrials	$27B	79.0	1.6%	+284%
UBERUber	Industrials	$152B	17.7	6.5%	-13%
FICOFair Isaac	Technology	$27B	35.5	3.3%	-39%
PCTYPaylocity Holding Corporation	Technology	$5.4B	21.1	9.0%	-45%
DYDycom Industries, Inc.	Industrials	$15B	48.2	3.0%	+107%
EVTCEVERTEC, Inc.	Technology	$1.6B	12.4	12%	-28%
GENGen Digital	Technology	$14B	14.5	11%	-17%
BMRNBioMarin Pharmaceutical Inc.	Healthcare	$11B	42.2	6.9%	+4.9%
HQYHealthEquity, Inc.	Healthcare	$7.0B	30.7	7.0%	-20%
ADUSAddus HomeCare Corporation	Healthcare	$1.8B	18.0	7.6%	-15%
IDCCInterDigital, Inc.	Technology	$7.1B	26.3	8.2%	+17%
INTUIntuit	Technology	$73B	16.8	15%	-65%
EXLSExlService Holdings, Inc.	Technology	$3.9B	15.7	7.7%	-43%
EWEdwards Lifesciences	Healthcare	$52B	47.4	2.1%	+19%
GVAGranite Construction Incorporated	Industrials	$6.9B	36.9	4.4%	+71%
ADSKAutodesk	Technology	$41B	36.3	5.9%	-36%
HUMHumana	Healthcare	$44B	38.5	2.9%	+57%
PAYCPaycom Software, Inc.	Technology	$5.8B	13.6	7.7%	-47%
TBLATaboola.com Ltd.	Communication Services	$1.2B	11.7	18%	+21%
NHCNational HealthCare Corporation	Healthcare	$3.1B	25.7	5.3%	+91%
BFAMBright Horizons Family Solutions Inc.	Consumer Cyclical	$3.5B	19.3	7.8%	-46%
LRNStride, Inc.	Consumer Defensive	$3.7B	12.8	11%	-40%
OPCHOption Care Health, Inc.	Healthcare	$3.4B	16.5	6.3%	-33%
SKYWSkyWest, Inc.	Industrials	$3.9B	9.3	22%	-2.0%
ROLRollins, Inc.	Industrials	$21B	40.5	2.9%	-21%
DTMDT Midstream, Inc.	Energy	$15B	33.2	3.1%	+43%
RMDResMed	Healthcare	$29B	18.8	6.1%	-22%
BSYBentley Systems, Incorporated	Technology	$8.7B	32.8	5.6%	-45%
CDRECadre Holdings, Inc.	Industrials	$1.2B	33.1	5.0%	-14%
ADBEAdobe Inc.	Technology	$81B	11.2	13%	-48%
GDGeneral Dynamics	Industrials	$93B	21.4	6.7%	+24%
UNHUnitedHealth Group	Healthcare	$368B	30.6	5.3%	+39%
SYKStryker Corporation	Healthcare	$120B	36.3	3.8%	-16%
WABWabtec	Industrials	$46B	38.3	3.3%	+35%
CRMSalesforce	Technology	$142B	19.0	10%	-42%
CVSACovista Inc.	Consumer Defensive	$4.2B	18.5	8.0%	-1.7%
MMSIMerit Medical Systems, Inc.	Healthcare	$4.2B	30.5	5.2%	-24%
STESTERIS plc	Healthcare	$20B	25.9	4.8%	-12%
IPARInterparfums, Inc.	Consumer Defensive	$3.3B	19.7	5.9%	-19%
DXPEDXP Enterprises, Inc.	Industrials	$2.6B	31.0	3.8%	+92%
ITRIItron, Inc.	Technology	$3.7B	13.0	11%	-36%
ACIWACI Worldwide, Inc.	Technology	$4.7B	23.3	6.2%	+1.3%
LHLabcorp	Healthcare	$22B	23.2	6.3%	+2.7%

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

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