All ideas
63 companies matchUpdated with our data, free, no account

India: growth, already priced

The growth story everyone agrees on, which is exactly the problem. Consensus is expensive.

Figure

Revenue growth across the top 12 matches

RELIANC…0.0%TCS.NS0.0%HDFCBAN…0.0%INFY.NS0.0%ICICIBA…0.0%BHARTIA…0.0%SBIN.NS0.0%LT.NS0.0%ITC.NS0.0%HINDUNI…0.0%BAJFINA…0.0%MARUTI.…0.0%Longer bar is better

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.

Figure

What this screen is really buying

Consumer
9
Financials
7
Materials
6
Healthcare
5
Technology
4
Energy
3
Industrials
3
Utilities
2
Communications
1

The matches are spread across sectors, which means the screen is selecting on the characteristic it claims to and not accidentally on an industry.

CompanyPriceRating
RELIANCE.NS
Reliance Industries
₹0.000
TCS.NS
Tata Consultancy Services
₹0.000
HDFCBANK.NS
HDFC Bank
₹0.000
INFY.NS
Infosys Ltd.
₹0.000
ICICIBANK.NS
ICICI Bank
₹0.000
BHARTIARTL.NS
Bharti Airtel
₹0.000
SBIN.NS
State Bank of India
₹0.000
LT.NS
Larsen & Toubro
₹0.000
ITC.NS
ITC Ltd.
₹0.000
HINDUNILVR.NS
Hindustan Unilever
₹0.000
BAJFINANCE.NS
Bajaj Finance
₹0.000
MARUTI.NS
Maruti Suzuki India
₹0.000
SUNPHARMA.NS
Sun Pharmaceutical
₹0.000
TATAMOTORS.NS
Tata Motors
₹0.000
WIPRO.NS
Wipro Ltd.
₹0.000
AXISBANK.NS
Axis Bank
₹0.000
KOTAKBANK.NS
Kotak Mahindra Bank
₹0.000
ADANIENT.NS
Adani Enterprises
₹0.000
HCLTECH.NS
HCL Technologies
₹0.000
TITAN.NS
Titan Company
₹0.000
ASIANPAINT.NS
Asian Paints
₹0.000
ULTRACEMCO.NS
UltraTech Cement
₹0.000
JSWSTEEL.NS
JSW Steel
₹0.000
HEROMOTOCO.NS
Hero MotoCorp
₹0.000
DRREDDY.NS
Dr. Reddy's Laboratories
₹0.000
BAJAJFINSV.NS
Bajaj Finserv
₹0.000
TATASTEEL.NS
Tata Steel
₹0.000
BRITANNIA.NS
Britannia Industries
₹0.000
ONGC.NS
Oil and Natural Gas
₹0.000
NTPC.NS
NTPC
₹0.000
APOLLOHOSP.NS
Apollo Hospitals
₹0.000
ADANIPORTS.NS
Adani Ports
₹0.000
NESTLEIND.NS
Nestle India
₹0.000
EICHERMOT.NS
Eicher Motors
₹0.000
DIVISLAB.NS
Divi's Laboratories
₹0.000
COALINDIA.NS
Coal India
₹0.000
GRASIM.NS
Grasim Industries
₹0.000
POWERGRID.NS
Power Grid Corporation
₹0.000
HINDALCO.NS
Hindalco Industries
₹0.000
CIPLA.NS
Cipla
₹0.000

Showing the top 40 of 63 matches, ranked by the screen's own criteria.

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.