Quality in an uptrend
The ruleReturn on capital employed above 20%, profit up over 10% on the year, and the price above its 200-day average.
| Company | 1 year | ||||
|---|---|---|---|---|---|
| Medpace Holdings, Inc. MEDP | 134.5% | +17.5% | +16.6% | $17.1B | |
| Apple Inc. AAPL | 81.6% | +29.9% | +15.8% | $4.92T | |
| Ameriprise Financial Inc. AMP | 79.4% | +22.4% | +1.4% | $44.2B | |
| NVIDIA Corp. NVDA | 75.3% | +122.7% | +13.5% | $5.53T | |
| Brinker International, Inc. EAT | 71.8% | +27.1% | +13.4% | $8.2B | |
| Seagate Technology Holdings plc STX | 71.0% | +116.7% | +17.9% | $177.5B | |
| Micron Technology Inc. MU | 70.4% | +895.1% | +46.7% | $1.16T | |
| Mastercard Inc. MA | 67.6% | +19.7% | +10.7% | $520.3B | |
| Sezzle Inc. SEZL | 60.6% | +54.4% | +23.5% | $4.3B | |
| Comfort Systems USA Inc. FIX | 56.5% | +107.2% | +8.9% | $60.4B | |
| H&R Block Inc. HRB | 56.4% | +21.1% | +13.5% | $5.4B | |
| Exelixis, Inc. EXEL | 52.7% | +42.9% | +21.0% | $14.9B | |
| Lam Research Corp. LRCX | 50.6% | +35.6% | +14.2% | $398.9B | |
| ING Groep N.V. ING | 47.5% | +56.1% | +7.8% | $96.8B | |
| Emcor Group, Inc. EME | 47.3% | +30.2% | +1.6% | $34.9B | |
| ASML Holding N.V. ASML | 47.1% | +26.9% | +14.0% | $686.2B | |
| NetApp, Inc. NTAP | 46.4% | +21.1% | +67.3% | $46.5B | |
| Visa Inc. V | 45.7% | +11.4% | +14.0% | $731.6B | |
| TechnipFMC plc FTI | 45.3% | +29.1% | +2.9% | $27.3B | |
| Paycom Software, Inc. PAYC | 44.1% | +17.3% | +48.5% | $10.3B | |
| ROSS Stores, Inc. ROST | 43.4% | +28.9% | +1.6% | $71.1B | |
| Qualys, Inc. QLYS | 43.0% | +11.6% | +56.7% | $7.0B | |
| Fastenal Co. FAST | 42.4% | +13.7% | +9.3% | $58.2B | |
| HCI Group, Inc. HCI | 41.5% | +113.1% | +12.9% | $2.4B | |
| IES Holdings, Inc. IESC | 40.1% | +70.6% | +1.5% | $5.9B | |
| Allstate Corp. ALL | 39.5% | +128.0% | +1.9% | $58.3B | |
| Best Buy Co., Inc. BBY | 39.4% | +63.5% | +18.7% | $18.3B | |
| Teradyne, Inc. TER | 39.3% | +145.2% | +18.2% | $63.0B | |
| Expedia Group, Inc. EXPE | 37.6% | +82.9% | +5.7% | $31.4B | |
| APA Corp. APA | 35.5% | +55.1% | +28.0% | $16.1B | |
| Cintas Corp. CTAS | 35.3% | +11.3% | +7.5% | $80.9B | |
| Progressive Corp. PGR | 34.6% | +12.1% | +4.1% | $126.4B | |
| Laureate Education, Inc. LAUR | 34.2% | +26.3% | +11.9% | $5.4B | |
| GoDaddy Inc. GDDY | 33.6% | +12.6% | +12.5% | $13.2B | |
| Rockwell Automation, Inc. ROK | 33.6% | +23.8% | +1.8% | $48.0B | |
| Virtu Financial, Inc. VIRT | 32.8% | +36.0% | +14.0% | $5.0B | |
| Newmont Corp. NEM | 32.7% | +37.0% | +5.4% | $124.2B | |
| Microsoft Corp. MSFT | 32.2% | +31.3% | +23.3% | $3.97T | |
| Ralph Lauren Corp. RL | 31.5% | +23.7% | +1.6% | $22.8B | |
| Griffon Corp. GFF | 31.3% | +155.8% | +3.0% | $4.1B | |
| Paychex Inc. PAYX | 31.3% | +11.9% | +0.5% | $37.0B | |
| Murphy USA Inc. MUSA | 31.2% | +25.8% | +4.2% | $9.7B | |
| Crocs, Inc. CROX | 31.2% | +150.9% | +7.3% | $5.5B | |
| Renaissancere Holdings Ltd. RNR | 31.2% | +31.8% | +8.6% | $13.9B | |
| Mercury General Corp. MCY | 30.7% | +140.2% | +5.1% | $5.7B | |
| Arista Networks, Inc. ANET | 30.7% | +24.4% | +34.5% | $273.3B | |
| Jabil Inc. JBL | 30.6% | +49.4% | +0.9% | $32.1B | |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 30.3% | +46.5% | +15.7% | $2.35T | |
| Paylocity Holding Corp. PCTY | 29.6% | +18.8% | +23.2% | $8.2B | |
| Applied Materials Inc. AMAT | 29.6% | +35.6% | +16.7% | $402.3B | |
| Dexcom Inc. DXCM | 29.5% | +74.9% | +14.4% | $31.7B | |
| Valero Energy Corp. VLO | 29.4% | +844.0% | +62.5% | $124.9B | |
| Monster Beverage Corp. MNST | 28.7% | +35.2% | +2.6% | $42.7B | |
| Marathon Petroleum Corp. MPC | 28.4% | +300.7% | +69.4% | $127.8B | |
| Jackson Financial Inc. JXN | 28.4% | +232.3% | +11.2% | $8.8B | |
| Incyte Corp. INCY | 28.0% | +85.1% | +5.2% | $22.7B | |
| International Seaways, Inc. INSW | 27.7% | +226.4% | +47.7% | $5.9B | |
| Victoria's Secret & Co. VSXY | 27.6% | +150.3% | +23.2% | $6.6B | |
| Palantir Technologies Inc. PLTR | 27.0% | +295.2% | +37.2% | $502.3B | |
| Marketaxess Holdings Inc. MKTX | 26.0% | +37.5% | +5.3% | $5.8B | |
| Urban Outfitters Inc. URBN | 25.6% | +19.7% | +13.7% | $7.0B | |
| Petróleo Brasileiro S.A. (Petrobras) PBR | 25.6% | +160.8% | +39.1% | $163.0B | |
| Tenet Healthcare Corp. THC | 25.6% | +51.0% | +22.7% | $21.2B | |
| Signet Jewelers Ltd. SIG | 25.4% | +168.0% | +16.9% | $4.1B | |
| Cboe Global Markets, Inc. CBOE | 24.8% | +50.2% | +5.8% | $31.9B | |
| Progyny, Inc. PGNY | 24.7% | +48.0% | +15.3% | $2.2B | |
| Travelers Companies, Inc. TRV | 24.5% | +58.3% | +14.5% | $76.9B | |
| Monarch Casino & Resort Inc. MCRI | 24.4% | +45.7% | +2.7% | $2.0B | |
| Credit Acceptance Corp. CACC | 24.3% | +18.3% | +3.0% | $5.7B | |
| Amphenol Corp. APH | 24.0% | +61.8% | +16.8% | $107.5B | |
| Vertex Pharmaceuticals Inc. VRTX | 23.6% | +21.1% | +7.4% | $129.3B | |
| Freeport-McMoRan Inc. FCX | 23.5% | +53.1% | +14.8% | $105.8B | |
| Garmin Ltd. GRMN | 23.5% | +19.7% | +8.2% | $51.8B | |
| Docusign, Inc. DOCU | 23.4% | +17.4% | +32.4% | $13.4B | |
| Tetra Tech Inc. TTEK | 23.0% | +101.7% | +1.1% | $8.5B | |
| Hanover Insurance Group, Inc. THG | 23.0% | +36.1% | +11.9% | $7.6B | |
| PTC Inc. PTC | 22.8% | +138.7% | +33.6% | $21.5B | |
| Texas Instruments Inc. TXN | 22.6% | +20.1% | +12.7% | $259.1B | |
| Spotify Technology S.A. SPOT | 22.5% | +94.4% | +6.1% | $108.9B | |
| EOG Resources Inc. EOG | 22.4% | +20.0% | +11.3% | $77.7B | |
| Watts Water Technologies Inc. WTS | 22.3% | +23.2% | +8.4% | $11.8B | |
| Interface Inc. TILE | 22.2% | +52.0% | +9.9% | $2.0B | |
| Stride, Inc. LRN | 22.0% | +17.5% | +0.6% | $3.5B | |
| Assurant, Inc. AIZ | 21.8% | +48.3% | +6.1% | $13.2B | |
| NetEase, Inc. NTES | 21.5% | +13.7% | +1.3% | $79.3B | |
| Encompass Health Corp. EHC | 21.5% | +18.8% | +13.5% | $12.2B | |
| Teradata Corp. TDC | 21.4% | +316.4% | +2.8% | $2.8B | |
| West Pharmaceutical Services Inc. WST | 21.3% | +15.8% | +20.1% | $25.8B | |
| Toast, Inc. TOST | 21.1% | +117.0% | +5.6% | $18.5B | |
| Solventum Corp. SOLV | 21.0% | +277.4% | +11.9% | $14.9B | |
| Cisco Systems, Inc. CSCO | 21.0% | +30.3% | +20.0% | $467.1B | |
| MSA Safety Inc. MSA | 20.6% | +13.4% | +2.0% | $7.0B | |
| Palomar Holdings, Inc. PLMR | 20.6% | +31.1% | +4.0% | $3.4B | |
| Cencora, Inc. COR | 20.6% | +38.3% | +2.0% | $61.8B | |
| Perdoceo Education Corp. PRDO | 20.4% | +14.7% | +1.6% | $2.1B | |
| TE Connectivity plc TEL | 20.3% | +107.3% | +2.0% | $63.2B | |
| Coca-Cola Co. KO | 20.3% | +17.5% | +9.5% | $378.9B | |
| SiriusPoint Ltd. SPNT | 20.2% | +335.9% | +9.9% | $2.9B |
The past-year figures show how the companies on the list did over the year behind them; they are no test of the rule going forward. Returns add back the dividends per share a company filed for the quarters inside the span, where it files them; spans of a week and a month are price only. The S&P 500 is the S&P 500 companies on greeksoup weighted by market value, our own arithmetic, which tracks the index closely. Industries are the Fama-French 48 groups of each company's SIC code. A company with two share classes shows once. A rule in words over published figures: the list names the companies that meet it and nothing more. Write your own screen.