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No Growing Pains Here! “Top Buy” Large-Cap Stocks with the Best Growth Factor Exposure

Jun 19, 2019

Better Data for Better Investment DecisionsBetter Data for Better Investment Decisions
Better Data for Better Investment DecisionsBetter Data for Better Investment Decisions

 

  • In our daily ETF AM Wrap-Ups over the last week, we have made note of an ongoing rotation into US growth stocks, most recently here. In light of this, we are highlighting US large-cap “Top Buy” stocks with the most attractive exposures to our growth factors.
     

Top Growth Top Buys

Name Ticker Sector Industry Primary Rating Secondary Rating
Merck & Co., Inc. MRK Health Care Pharmaceuticals Top Buy - US Large-Cap -
Euronet Worldwide, Inc. EEFT Information Technology Data Processing and Outsourced Services Top Buy - US Large-Cap Attractive - US Information Technology
Celgene Corporation CELG Health Care Biotechnology Top Buy - US Large-Cap -
FirstEnergy Corp. FE Utilities Electric Utilities Top Buy - US Large-Cap -
Cummins Inc. CMI Industrials Construction Machinery and Heavy Trucks Top Buy - US Large-Cap Top Buy - US Industrials
Akamai Technologies, Inc. AKAM Information Technology Internet Services and Infrastructure Top Buy - US Large-Cap Top Buy - US Information Technology
Olin Corporation OLN Materials Commodity Chemicals Top Buy - US Large-Cap -
W. R. Grace & Co. GRA Materials Specialty Chemicals Top Buy - US Large-Cap -
Assurant, Inc. AIZ Financials Multi-line Insurance Top Buy - US Large-Cap -
Evergy, Inc. EVRG Utilities Electric Utilities Top Buy - US Large-Cap -

 

We Crunch the Numbers, You Make the Trade.We Crunch the Numbers, You Make the Trade.
We Crunch the Numbers, You Make the Trade.We Crunch the Numbers, You Make the Trade.

Select Top Buy Highlights 

  • Merck & Co., Inc. (MRK) is the provider of integrated healthcare solutions to customers worldwide through its Pharmaceutical, Animal Health, Healthcare Services, and Alliances business segments. Out of the 15 analysts in our universe that cover Merck & Co., 13 maintain a “Buy” or “Outperform” rating on the stock! 
     
  • Euronet Worldwide, Inc. (EEFT) is a payment and transaction processing company that serves financial institutions, retailers, service providers, and individual customers across the globe through integrated financial solutions. Euronet Worldwide generated a return on invested capital of 12.9% in FY2018, the best annual return on invested capital in the company’s history! 
     
  • Celgene Corp. (CELG) is a biopharmaceutical company based in the US that aims to discover, develop, and commercialize therapies for various diseases worldwide, including cancer and various inflammatory diseases. Celgene Corp.’s return on equity of 61.9% generated in FY2018 was the best in the company’s history! 
     
  • FirstEnergy Corp. (FE) and its subsidiaries generate, transmit, and distribute electricity to customers in the United States through its Regulated Distribution and Regulated Transmission business segments. First Energy’s gross margin of 68.9% in FY2018 was the best margin posted by the company since FY2001, a strong sign of profitability in the utility! 
     
  • Cummins Inc. (CMI) is the designer, manufacturer, and distributor of diesel and natural gas engines and powertrain-related component products to original equipment manufacturers, dealers, distributors, and end users worldwide. Cummins trades at a multiple of 11.23x its trailing 12-month earnings, far cheaper than the S&P 500 Industrials Index’s trailing multiple of 17.27x and attractive for a company with such strong growth factor exposure! Cummins is also one of just two consensus “Top Buy” stocks across both its capitalization and sector models.  
     
  • Akamai Technologies, Inc. (AKAM) serves customers across the globe as a provider of cloud services built to deliver, optimize, and secure content and business applications over the Internet. In every quarter but one since FY3Q2011, Akamai Technologies has delivered adjusted earnings ahead of analyst expectations! Akamai Technologies is also the only other consensus “Top Buy” stock across both its capitalization and sector models! 
     

 

Global Top Stock IdeasTOP LONG & TOP SHORT STOCK IDEAS FOR GLOBAL MARKETSMONTHLY TOP IDEAS FROM OUR MULTI-FACTOR QUANTITATIVE MODELS
Global Top Stock IdeasTOP LONG & TOP SHORT STOCK IDEAS FOR GLOBAL MARKETSMONTHLY TOP IDEAS FROM OUR MULTI-FACTOR QUANTITATIVE MODELS