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.

112 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
NUTXNutex Health Inc.Healthcare$1.0B8.227%+115%
CDECoeur Mining, Inc.Basic Materials$16Bn/a7.0%-1.4%
CELHCelsius Holdings, Inc.Consumer Defensive$7.2B124.26.4%-48%
ASTHAstrana Health, Inc.Healthcare$2.2B45.34.4%+35%
DAVEDave Inc.Technology$4.1B23.98.0%+55%
AVGOBroadcomTechnology$2.0T46.32.0%+5.8%
ANIPANI Pharmaceuticals, Inc.Healthcare$1.9B16.09.1%-24%
FIXComfort Systems USAIndustrials$69B42.23.1%+115%
ROADConstruction Partners, Inc.Industrials$7.1B34.02.5%-35%
APHAmphenolTechnology$202B21.92.3%-28%
NEMNewmontBasic Materials$136B14.97.1%+52%
GRNDGrindr Inc.Technology$2.4B30.16.4%-5.9%
RELYRemitly Global, Inc.Technology$4.6B17.48.5%+41%
PRPermian Resources CorporationEnergy$16B15.319%+79%
BROSDutch Bros Inc.Consumer Cyclical$12B52.90.8%-35%
PNTGThe Pennant Group, Inc.Healthcare$1.2B43.62.8%+65%
LHXL3HarrisIndustrials$55B23.95.1%-15%
HALOHalozyme Therapeutics, Inc.Healthcare$8.6B32.29.4%+42%
LVSLas Vegas SandsConsumer Cyclical$32B14.18.4%-31%
HEIHEICO CorporationIndustrials$48B49.62.1%-6.4%
RBARB Global, Inc.Industrials$22B37.02.8%-28%
PGYPagaya Technologies Ltd.Technology$1.3B13.220%-57%
STRLSterling Infrastructure, Inc.Industrials$27B37.01.8%+42%
NOWServiceNowTechnology$98B87.84.7%-26%
VRTVertivIndustrials$128B55.02.3%+71%
PWRQuanta ServicesIndustrials$105B80.82.3%+81%
TDWTidewater Inc.Energy$3.3B17.48.3%+53%
DYDycom Industries, Inc.Industrials$15B24.63.2%-0.1%
NESRNational Energy Services Reunited Corp.Energy$2.7B24.85.8%+124%
LFSTLifeStance Health Group, Inc.Healthcare$3.8B95.64.6%+138%
FIVEFive Below, Inc.Consumer Cyclical$10B19.35.8%+41%
GWREGuidewire Software, Inc.Technology$9.2B103.24.1%-32%
FICOFair IsaacTechnology$25B19.33.9%-56%
WLDNWilldan Group, Inc.Industrials$1.2B17.75.2%-27%
UBERUberIndustrials$146B15.66.9%-25%
CHRDChord Energy CorporationEnergy$6.7B9.518%+46%
BSXBoston ScientificHealthcare$67B17.35.4%-56%
FSSFederal Signal CorporationIndustrials$7.7B24.54.4%-8.9%
SGISomnigroup International Inc.Consumer Cyclical$17B24.84.7%-27%
CSWCSW Industrials, Inc.Industrials$4.7B39.43.1%+12%
EWEdwards LifesciencesHealthcare$50B49.02.9%+14%
SPXCSPX Technologies, Inc.Industrials$12B30.42.5%-9.9%
FTNTFortinetTechnology$106B68.83.0%+140%
CHEFThe Chefs' Warehouse, Inc.Consumer Defensive$3.8B62.42.1%+76%
PCTYPaylocity Holding CorporationTechnology$5.4B31.29.2%-6.2%
XYLXylem Inc.Industrials$26B24.43.6%-27%
ITTITT Inc.Industrials$18B39.42.8%+12%
BRBRBellRing Brands, Inc.Consumer Defensive$1.3B6.117%-76%
ADSKAutodeskTechnology$41B30.56.9%-27%
ALSNAllison Transmission Holdings, Inc.Consumer Cyclical$10B17.57.1%+25%
ADUSAddus HomeCare CorporationHealthcare$1.8B20.08.6%+2.1%
IDCCInterDigital, Inc.Technology$7.1B38.67.8%-0.4%
CDRECadre Holdings, Inc.Industrials$1.2B30.36.5%-27%
BKNGBooking HoldingsConsumer Cyclical$133B17.87.2%-26%
EXLSExlService Holdings, Inc.Technology$3.9B23.67.7%-15%
HQYHealthEquity, Inc.Healthcare$7.0B33.47.0%-1.2%
GXOGXO Logistics, Inc.Industrials$5.9B41.23.1%-6.2%
TBLATaboola.com Ltd.Communication Services$1.2B9.117%-1.3%
HUMHumanaHealthcare$43B46.02.9%+65%
NHCNational HealthCare CorporationHealthcare$3.1B25.64.7%+96%

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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