Growth at a reasonable price
Real growth, without the multiple that usually comes attached to it. The middle ground between value and growth, and the hardest place to find anything.
Revenue growth across the top 8 matches
Look at the spread, not the ranking. If the bars are all the same length, the screen is arbitrary: one point of revenue growth separates a company that made the list from one that did not, and the cut is doing more work than the data supports. A long tail means the top few are genuinely exceptional and the rest merely qualified.
What this screen is really buying
The matches are spread across sectors, which means the screen is selecting on the characteristic it claims to and not accidentally on an industry.
| Company | Price | P/E | Yield | Moat | Rating |
|---|---|---|---|---|---|
MU Micron Technology | $130.00 | 20.0 | 0.5% | 65 | 64 |
GFI.JO Gold Fields | R332.00 | 14.0 | 2.5% | 55 | 62 |
DSY.JO Discovery Ltd | R186.00 | 15.0 | 1.2% | 70 | 65 |
NPN.JO Naspers | R4,310.00 | 24.0 | 0.5% | 74 | 68 |
META Meta Platforms | $720.00 | 28.0 | 0.4% | 85 | 77 |
GOOGL Alphabet Inc. | $178.90 | 24.3 | 0.4% | 84 | 76 |
CPI.JO Capitec Bank | R3,310.00 | 28.0 | 1.8% | 80 | 70 |
AZN.L AstraZeneca | £105.20 | 28.0 | 2.2% | 82 | 72 |
Educational information, not financial advice, and not a recommendation to buy anything. A screen is a place to start reading, never a place to stop.