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.

74 companies pass today, the first 60 shown. 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	$8.2B	20.1	0.2%	+71%
CEGConstellation Energy	Utilities	$98B	29.1	0.3%	-7.3%
SNSharkNinja, Inc.	Consumer Cyclical	$20B	51.7	0.3%	+61%
HCCWarrior Met Coal, Inc.	Basic Materials	$4.5B	22.4	0.4%	+48%
TSLATesla, Inc.	Consumer Cyclical	$1.5T	354.2	0.4%	-8.2%
AXONAxon Enterprise	Industrials	$34B	175.4	0.4%	-45%
INTCIntel	Technology	$673B	n/a	0.4%	+242%
CAICaris Life Sciences, Inc.	Healthcare	$5.3B	n/a	0.4%	-9.0%
LITELumentum	Technology	$66B	n/a	0.4%	+543%
BYDBoyd Gaming Corporation	Consumer Cyclical	$6.6B	3.0	0.5%	-17%
EEExcelerate Energy, Inc.	Energy	$4.3B	24.1	0.6%	+46%
AEISAdvanced Energy Industries, Inc.	Industrials	$15B	53.6	0.6%	+66%
BLFSBioLife Solutions, Inc.	Healthcare	$1.3B	33.0	0.6%	+50%
BLLNBillionToOne, Inc.	Healthcare	$5.2B	140.2	0.6%	n/a
AWRAmerican States Water Company	Utilities	$3.2B	22.5	0.7%	+17%
VIAVViavi Solutions Inc.	Technology	$12B	n/a	0.7%	+271%
MODModine Manufacturing Company	Consumer Cyclical	$15B	68.3	0.7%	+17%
MTSIMACOM Technology Solutions Holdings, Inc.	Technology	$30B	105.0	0.7%	+159%
PEGPublic Service Enterprise Group	Utilities	$40B	18.0	0.7%	-8.8%
MRVLMarvell Technology, Inc.	Technology	$246B	90.8	0.7%	+271%
TTWOTake-Two Interactive	Communication Services	$44B	n/a	0.8%	-14%
PAHCPhibro Animal Health Corporation	Healthcare	$1.3B	15.7	0.8%	-3.0%
MTZMasTec, Inc.	Industrials	$32B	33.9	0.8%	+5.8%
PLXSPlexus Corp.	Technology	$7.9B	38.7	0.8%	+86%
ALGMAllegro MicroSystems, Inc.	Technology	$11B	592.8	0.8%	+13%
AMKRAmkor Technology, Inc.	Technology	$21B	28.1	0.8%	+74%
KNFKnife River Corporation	Basic Materials	$5.3B	20.3	0.8%	-34%
BROSDutch Bros Inc.	Consumer Cyclical	$12B	52.9	0.8%	-35%
WCCWESCO International, Inc.	Industrials	$17B	25.3	0.9%	+76%
AMDAdvanced Micro Devices	Technology	$876B	156.1	1.0%	+285%
LRCXLam Research	Technology	$487B	55.4	1.0%	+154%
BRKRBruker Corporation	Healthcare	$9.3B	n/a	1.0%	+78%
GOOGLAlphabet Inc.	Communication Services	$4.9T	17.7	1.1%	+40%
COHUCohu, Inc.	Technology	$3.2B	n/a	1.1%	+203%
KLACKLA Corporation	Technology	$339B	53.4	1.1%	+88%
DKSDICK'S Sporting Goods, Inc.	Consumer Cyclical	$21B	14.8	1.1%	-37%
WATWaters Corporation	Healthcare	$35B	108.2	1.1%	+42%
SMTCSemtech Corporation	Technology	$15B	n/a	1.1%	+208%
AMATApplied Materials	Technology	$490B	43.7	1.1%	+168%
TERTeradyne	Technology	$69B	55.3	1.2%	+239%
ARQTArcutis Biotherapeutics, Inc.	Healthcare	$3.3B	126.5	1.2%	+53%
FORMFormFactor, Inc.	Technology	$12B	95.7	1.2%	+296%
WKCWorld Kinect Corporation	Energy	$1.7B	n/a	1.2%	+41%
CTVACorteva	Basic Materials	$53B	8.7	1.2%	-81%
TPBTurning Point Brands, Inc.	Consumer Defensive	$1.6B	24.8	1.2%	-44%
CRSCarpenter Technology Corporation	Industrials	$30B	36.7	1.2%	+61%
PSMTPriceSmart, Inc.	Consumer Defensive	$6.1B	32.4	1.2%	+47%
TICTIC Solutions, Inc.	Industrials	$1.8B	n/a	1.2%	-38%
DOCNDigitalOcean Holdings, Inc.	Technology	$15B	62.5	1.3%	+269%
STXSeagate Technology	Technology	$240B	56.3	1.3%	+264%
TRGPTarga Resources	Energy	$56B	27.4	1.3%	+71%
CDNSCadence Design Systems	Technology	$107B	82.3	1.3%	-3.3%
CIENCiena	Technology	$61B	100.4	1.3%	+226%
HHyatt Hotels Corporation	Consumer Cyclical	$19B	197.5	1.4%	+14%
WDCWestern Digital	Technology	$257B	16.4	1.4%	+278%
RGENRepligen Corporation	Healthcare	$8.2B	238.1	1.4%	+42%
FLEXFlex Ltd.	Technology	$59B	46.3	1.4%	+104%
ATROAstronics Corporation	Industrials	$4.3B	34.0	1.4%	+93%
SOLSSolstice Advanced Materials, Inc.	Basic Materials	$14B	n/a	1.4%	n/a
GLWCorning Inc.	Technology	$168B	71.5	1.4%	+98%

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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