 |
| Figure 1. Danaher ($DHR) |
On Twitter, @QCompounding had shared the below 20 quality stocks for your investment consideration.
Company
Name |
Business
Description |
| S&P
Global |
S&P Global provides clients with financial information services (credit ratings, benchmarks, ...) in the capital and commodity markets. |
| ASML |
ASML is a monopolistic player in semiconductor chip machines through lithography. Over the next years, demand for semiconductors will explode. |
| Novo Nordisk |
Novo Nordisk is active in diabetes treatment. More and more people will suffer from diabetes due to our aging population and obesity. |
| Mastercard |
Together with Visa, Mastercard dominates the attractive market of financial transaction processing. |
| Microsoft |
Everyone knows Microsoft and you will probably use it daily. Microsoft has a very wide moat in software applications and cloud storage. |
| Blackrock |
Do you own an ETF from iShares? That’s a Blackrock product. BlackRock provides investment management services to investors. |
| Thermo Fisher |
Thermo Fisher manufactures scientific instruments, consumables, and chemicals. The company has a wide moat with attractive margins. |
| Automatic Data
Processing |
ADP s a global provider of business outsourcing solutions. ADP’s services include human resource, payroll and tax solutions. |
| Zoetis |
More people
are treating their pets as a full family member, and Zoetis fully benefits
from this with animal health medicines and vaccines. |
| Union Pacific |
Union Pacific is a rail transportation company. The company operates in an oligopoly together with BNSF (part of Berkshire Hathaway). |
| Moody’s |
Just like S&P Global, Moody’s is a credit rating company. Both companies are dominating the credit rating market and still will in 20 years. |
| Sonova |
Sonova is a market leader in premium hearing aids. More and more people are suffering from hearing problems and this is beneficial for Sonova. |
| Visa |
Visa is a great quality business with a wide moat and incredible profit margins. When you invest in Visa, you invest in a strong secular trend. |
| Danaher |
Danaher is a great acquirer active in medical instruments and life sciences. Furthermore, they also provide COVID tests. |
| TransUnion |
TransUnion operates as a credit reporting agency offering consumer reports, risk scores, analytical services, and decision capabilities. |
| Stryker |
Stryker is active in specialty surgical and medical products. Hospitals are very loyal which is beneficial for Stryker. |
| IDEXX |
Together with Zoetis, IDEXX dominates the American market for animal health medicines and vaccines. |
| Rightmove |
Rightmove is the clear number 1 in the market for selling listed properties in the United Kingdom. |
| Adobe |
Adobe is a true compounding stock active in computer software products and technologies allowing users to express information across all media. |
| Copart |
Copart provides vehicle suppliers with services to sell vehicles . The company dominates the market for online car auctions. |
| Company
Symbol | FCF margin | ROCE | FCF yield | Exp.
FCF growth
(3 yr) | CAGR since IPO |
| $SPGI | 42.90% | 126.30% | 4.40% | 16.90% | 13.70% |
| $ASML | 53.40% | 41.50% | 2.50% | 18.30% | 25.30% |
| $NOVO-B | 34.60% | 101.90% | 3.20% | 15.60% | 19.90% |
| $MA | 48.00% | 188.50% | 3.20% | 15.80% | 31.00% |
| $MSFT | 32.90% | 45.40% | 3.60% | 15.30% | 23.00% |
| $BLK | 23.80% | 11.70% | 5.90% | 12.30% | 19.80% |
| $TMO | 17.30% | 46.10% | 3.30% | 10.10% | 13.50% |
| $ADP | 17.70% | 132.60% | 3.30% | 12.50% | 14.90% |
| $ZTS | 22.30% | 32.90% | 2.90% | 10.60% | 20.90% |
| $UNP | 28.00% | 14.20% | 5.10% | 8.50% | 13.30% |
| $MCO | 30.00% | 72.80% | 3.00% | 10.00% | 14.80% |
| $SOON | 24.30% | 50.70% | 4.40% | 13.30% | 15.50% |
| $V | 60.20% | 105.30% | 4.50% | 15.50% | 22.30% |
| $DHR | 24.00% | 60.90% | 4.00% | 9.50% | 19.60% |
| $TRU | 19.70% | 151.70% | 4.10% | 25.90% | 15.10% |
| $SYK | 16.00% | 9.10% | 3.00% | 12.80% | 17.90% |
| $IDXX | 19.80% | 86.50% | 2.00% | 13.00% | 20.70% |
| $RMV | 63.70% | 287.40% | 5.12% | 7.40% | 19.10% |
| $ADBE | 43.60% | 125.20% | 5.10% | 20.00% | 17.60% |
| $CPRT | 24.00% | 27.40% | 3.20% | 8.20% | 20.00% |
Read Also
- 15 Quality stocks you should know (Compounding Quality)
- Apple ($AAPL), Microsoft ($MSFT), Monster Beverage ($MNST), Alphabet ($GOOGL), Visa ($V), Evolution AB ($EVO), Nvidia ($NVDA), Accenture ($ACN), Old Dominion Freight Line ($ODFL), Adobe ($ADBE), Synopsys ($SNPS), InMode ($INMD), O’Reilly Automotive ($ORLY), Novo Nordisk ($NOVO-B), Mastercard ($MA)
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