Green Screens
The "Green Screen" is our starting point for research. It is designed to find stocks of rapidly growing companies that produce positive cash flow. This combination has proven to be a powerful recipe for finding great investments over long holding periods - exactly what we are looking for!
GreenDot Stocks produces research reports on companies from these screens. Ones that look particularly attractive get added into the Watch List for potential purchase later.
Results for 2025-02-15
Updated weekly. Columns are sortable. Criteria is one of: (1) next year revenue growth >= 15% and FCF ROIC >= 10%; (2) growth >= 20% and FCF ROIC >= 5%; (3) growth >= 25% and FCF positive
| Ticker | Company | Sector | Mkt Cap | Growth | ROIC |
|---|---|---|---|---|---|
AAON
|
AAON | Building Products & Equipment | 9,197 | 20% | 15.4% |
|
ACIU
|
AC Immune | Biotechnology | 271 | 100% | 32.2% |
|
ADUS
|
Addus HomeCare | Medical Care Facilities | 2,053 | 25% | 13.2% |
|
AFRM
|
Affirm Holdings | Software - Infrastructure | 25,663 | 20% | 6.0% |
|
AGYS
|
Agilysys | Software - Application | 2,440 | 20% | 17.3% |
|
ALAB
|
Astera Labs | Semiconductors | 14,245 | 30% | 12.5% |
|
AMD
|
Advanced Micro Devices | Semiconductors | 183,276 | 20% | 5.0% |
|
AMSC
|
American Superconductor | Specialty Industrial Machinery | 1,229 | 15% | 11.2% |
|
ANET
|
Arista Networks | Computer Hardware | 134,630 | 15% | 34.4% |
|
ANIP
|
ANI Pharmaceuticals | Drug Manufacturers - Specialty & Generic | 1,238 | 20% | 8.6% |
|
APP
|
AppLovin | Software - Application | 173,465 | 20% | 39.8% |
|
APPF
|
AppFolio, Inc | Software - Application | 7,911 | 15% | 32.3% |
|
ARM
|
ARM Holdings | Semiconductors | 168,155 | 20% | 11.5% |
|
ASR
|
Grupo Aeroportuario del Sureste | Airports & Air Services | 8,467 | 15% | 18.4% |
|
ASTH
|
Astrana Health | Medical Care Facilities | 1,778 | 30% | 5.8% |
|
ATAT
|
Atour Lifestyle Holdings | Lodging | 4,237 | 25% | 38.1% |
|
AVGO
|
Broadcom | Semiconductors | 1,092,060 | 15% | 14.6% |
|
AVPT
|
AvePoint | Software - Infrastructure | 3,645 | 15% | 33.2% |
|
AXON
|
Axon Enterprise | Aerospace & Defense | 52,113 | 20% | 7.8% |
|
BYRN
|
Byrna Technologies | Aerospace & Defense | 742 | 25% | 17.5% |
|
CBZ
|
CBIZ | Specialty Business Services | 4,357 | 50% | 10.0% |
|
CDXC
|
ChromaDex | Packaged Foods | 448 | 20% | 10.8% |
|
CECO
|
CECO Environmental | Pollution & Treatment Controls | 848 | 20% | 6.2% |
|
CEPU
|
Central Puerto | Utilities - Regulated Electric | 2,247 | 30% | 2.3% |
|
CINT
|
CI&T | Software - Infrastructure | 975 | 15% | 12.6% |
|
CLBT
|
Cellebrite DI | Software - Infrastructure | 4,404 | 15% | 31.9% |
|
CLMB
|
Climb Global Solutions | Electronics & Computer Distribution | 596 | 15% | 22.2% |
|
CLS
|
Celestica | Electronic Components | 15,461 | 15% | 13.8% |
|
COLL
|
Collegium Pharmaceutical | Drug Manufacturers - Specialty & Generic | 956 | 15% | 17.4% |
|
CORT
|
Corcept Therapeutics | Biotechnology | 7,619 | 20% | 22.4% |
|
CPRX
|
Catalyst Pharmaceuticals | Biotechnology | 2,775 | 15% | 33.4% |
|
CRWD
|
CrowdStrike Holdings, Inc | Software - Infrastructure | 110,503 | 20% | 35.9% |
|
CTRA
|
Coterra Energy | Oil & Gas E&P | 20,266 | 40% | 19.0% |
|
CWAN
|
Clearwater Analytics Hldg | Software - Application | 6,349 | 15% | 25.6% |
|
CYBR
|
CyberArk Software | Software - Infrastructure | 20,372 | 30% | 11.7% |
|
DASH
|
DoorDash | Internet Content & Information | 88,637 | 15% | 22.0% |
|
DAVE
|
Dave | Software - Application | 1,490 | 15% | 39.7% |
|
DDOG
|
Datadog | Software - Application | 44,507 | 20% | 20.5% |
|
DEC
|
Diversified Energy | Oil & Gas E&P | 864 | 25% | 17.8% |
|
DHT
|
DHT Holdings | Oil & Gas Midstream | 1,790 | 30% | 13.1% |
|
DKNG
|
DraftKings | Gambling | 26,207 | 25% | 2.0% |
|
DLO
|
DLocal | Software - Infrastructure | 3,818 | 20% | 32.5% |
|
DT
|
Dynatrace | Software - Application | 17,936 | 15% | 15.4% |
|
DUOL
|
Duolingo | Software - Application | 19,031 | 25% | 26.0% |
|
EDU
|
New Oriental Education | Education & Training Services | 9,014 | 15% | 22.2% |
|
ENFN
|
Enfusion | Software - Application | 1,042 | 15% | 29.7% |
|
EQT
|
EQT | Oil & Gas E&P | 31,880 | 35% | 7.9% |
|
ESE
|
ESCO Technologies | Scientific & Technical Instruments | 4,047 | 15% | 10.4% |
|
ETON
|
Eton Pharmaceuticals | Drug Manufacturers - Specialty & Generic | 427 | 100% | 10.0% |
|
EVER
|
EverQuote | Internet Content & Information | 766 | 15% | 34.4% |
|
FA
|
First Advantage | Specialty Business Services | 3,440 | 75% | 11.5% |
|
FANG
|
Diamondback Energy | Oil & Gas E&P | 45,839 | 35% | 7.7% |
|
FICO
|
Fair Isaac | Software - Application | 43,932 | 15% | 51.7% |
|
FLYW
|
Flywire Corp | Software - Infrastructure | 2,427 | 20% | 22.9% |
|
FOUR
|
Shift4 Payments | Software - Infrastructure | 8,526 | 25% | 9.9% |
|
FROG
|
JFrog | Software - Application | 4,440 | 15% | 11.8% |
|
FSLR
|
First Solar | Solar | 17,103 | 30% | 5.2% |
|
GLBE
|
Global-e Online Ltd | Internet Retail | 10,493 | 30% | 14.6% |
|
GMAB
|
Genmab | Biotechnology | 13,113 | 15% | 19.9% |
|
GPOR
|
Gulfport Energy | Oil & Gas E&P | 3,258 | 30% | 23.4% |
|
GRAB
|
Grab Holdings | Software - Application | 19,732 | 20% | 7.2% |
|
GRND
|
Grindr | Software - Application | 3,224 | 25% | 26.4% |
|
HALO
|
Halozyme Therapeutics | Biotechnology | 7,416 | 15% | 20.1% |
|
HASI
|
HA Sustainable | Real Estate Services | 3,333 | 25% | 0.4% |
|
HEPS
|
D-MARKET Electronic | Internet Retail | 1,199 | 35% | 92.6% |
|
HIMS
|
Hims & Hers Health | Household & Personal Products | 13,211 | 40% | 37.7% |
|
HRMY
|
Harmony Biosciences Holdings, Inc | Biotechnology | 2,223 | 15% | 28.2% |
|
HROW
|
Harrow | Drug Manufacturers - Specialty & Generic | 1,083 | 40% | 1.2% |
|
HUBS
|
HubSpot, Inc | Software - Application | 42,345 | 15% | 17.7% |
|
INOD
|
Innodata | Information Technology Services | 1,561 | 30% | 20.8% |
|
INSP
|
Inspire Medical Systems | Medical Devices | 5,418 | 15% | 15.4% |
|
IRMD
|
iRadimed | Medical Devices | 699 | 20% | 22.9% |
|
ISRG
|
Intuitive Surgical | Medical Instruments & Supplies | 213,141 | 15% | 12.8% |
|
KBR
|
KBR | Engineering & Construction | 6,925 | 15% | 11.0% |
|
KGEI
|
Kolibri Global Energy | Oil & Gas E&P | 304 | 30% | 16.7% |
|
KNSA
|
Kiniksa Pharmaceuticals | Drug Manufacturers - Specialty & Generic | 1,425 | 30% | 2.5% |
|
KNTK
|
Kinetik Holdings | Oil & Gas Midstream | 3,709 | 35% | 25.2% |
|
KRYS
|
Krystal Biotech | Biotechnology | 4,407 | 50% | 6.5% |
|
KSPI
|
Kaspi.kz | Software - Infrastructure | 21,375 | 20% | 46.3% |
|
KVYO
|
Klaviyo | Software - Infrastructure | 12,672 | 20% | 12.2% |
|
LB
|
LandBridge | Oil & Gas Equipment & Services | 1,627 | 50% | 19.1% |
|
LFMD
|
LifeMD | Health Information Services | 323 | 25% | 70.6% |
|
LNG
|
Cheniere Energy | Oil & Gas Midstream | 47,906 | 25% | 17.3% |
|
MAX
|
MediaAlpha | Internet Content & Information | 704 | 30% | 23.6% |
|
MBLY
|
Mobileye Global | Auto Parts | 14,586 | 25% | 3.3% |
|
MELI
|
MercadoLibre, Inc | Internet Retail | 106,970 | 20% | 59.9% |
|
ML
|
MoneyLion | Software - Application | 979 | 20% | 39.1% |
|
MMYT
|
MakeMyTrip | Travel Services | 11,371 | 20% | 6.8% |
|
MNDY
|
monday.com Ltd. | Software - Application | 15,880 | 20% | 26.3% |
|
MNKD
|
MannKind | Biotechnology | 1,494 | 15% | 96.7% |
|
MNTK
|
Montauk Renewables | Utilities - Diversified | 637 | 20% | 13.4% |
|
MPWR
|
Monolithic Power Systems | Semiconductors | 32,755 | 15% | 28.7% |
|
MRVL
|
Marvell Tech | Semiconductors | 92,163 | 40% | 9.7% |
|
MU
|
Micron Technology | Semiconductors | 110,882 | 25% | 0.9% |
|
NAT
|
Nordic American Tankers | Oil & Gas Midstream | 551 | 25% | 15.1% |
|
NBIX
|
Neurocrine Biosciences | Drug Manufacturers - Specialty & Generic | 11,467 | 15% | 18.3% |
|
NE
|
Noble Corp | Oil & Gas Drilling | 4,670 | 15% | 10.5% |
|
NET
|
Cloudflare | Software - Infrastructure | 59,025 | 25% | 7.0% |
|
NOW
|
ServiceNow, Inc | Software - Application | 203,726 | 15% | 35.8% |
|
NTNX
|
Nutanix, Inc | Software - Infrastructure | 18,880 | 15% | 6855.6% |
|
NVDA
|
NVIDIA | Semiconductors | 3,400,436 | 50% | 74.3% |
|
NVO
|
Novo Nordisk | Drug Manufacturers - General | 342,462 | 15% | 48.0% |
|
NYAX
|
Nayax Ltd | Information Technology Services | 1,397 | 25% | 6.9% |
|
ODD
|
Oddity Tech, Ltd | Software - Infrastructure | 2,456 | 20% | 32.1% |
|
OKE
|
ONEOK | Oil & Gas Midstream | 61,053 | 25% | 6.0% |
|
ONON
|
On Holding | Footwear & Accessories | 16,821 | 25% | 31.6% |
|
ONTO
|
Onto Innovation | Semiconductor Equipment & Materials | 8,720 | 10% | 11.5% |
|
PANW
|
Palo Alto Networks | Software - Infrastructure | 131,259 | 15% | 45.6% |
|
PAY
|
Paymentus Holdings | Software - Infrastructure | 3,881 | 20% | 6.3% |
|
PDD
|
PDD Holdings | Internet Retail | 172,429 | 20% | 44.8% |
|
PI
|
Impinj | Semiconductors | 2,962 | 25% | 25.1% |
|
PLTR
|
Palantir Technologies | Software - Infrastructure | 271,449 | 20% | 20.6% |
|
RBLX
|
Roblox | Electronic Gaming & Multimedia | 44,483 | 15% | 30.7% |
|
RDDT
|
Internet Content & Information | 35,525 | 25% | 10.3% | |
|
RDVT
|
Red Violet | Software - Application | 600 | 15% | 13.8% |
|
REAX
|
Real Brokerage | Real Estate Services | 1,053 | 25% | 126.7% |
|
RELY
|
Remitly Global | Software - Infrastructure | 5,375 | 20% | 14.7% |
|
RIGL
|
Rigel Pharmaceuticals | Biotechnology | 379 | 15% | 24.4% |
|
RLX
|
RLX Technology | Tobacco | 3,675 | 40% | 4.2% |
|
S
|
SentinelOne, Inc | Software - Infrastructure | 7,969 | 25% | 0.3% |
|
SD
|
SandRidge Energy | Oil & Gas E&P | 452 | 40% | 16.6% |
|
SDA
|
SunCar Tech Gr | Auto & Truck Dealerships | 549 | 25% | 2.9% |
|
SE
|
Sea Limited | Internet Retail | 77,507 | 20% | 20.6% |
|
SEMR
|
Semrush Holdings, Inc | Software - Application | 2,614 | 20% | 15.3% |
|
SHOP
|
Shopify | Software - Application | 170,461 | 20% | 12.6% |
|
SM
|
SM Energy | Oil & Gas E&P | 4,428 | 20% | 14.0% |
|
SNOW
|
Snowflake, Inc | Software - Application | 61,921 | 20% | 14.4% |
|
SON
|
Sonoco Prods | Packaging & Containers | 4,692 | 30% | 9.3% |
|
STAA
|
Staar Surgical | Medical Instruments & Supplies | 1,004 | 25% | 7.5% |
|
SYM
|
Symbotic | Specialty Industrial Machinery | 2,914 | 30% | 65.0% |
|
TAL
|
TAL Education | Education & Training Services | 8,762 | 30% | 14.5% |
|
TALK
|
Talkspace | Health Information Services | 689 | 20% | 5.1% |
|
TBBB
|
BBB Foods | Discount Stores | 3,225 | 25% | 8.7% |
|
TEAM
|
Atlassian Corp | Software - Application | 82,032 | 15% | 56.1% |
|
TER
|
Teradyne | Semiconductor Equipment & Materials | 18,444 | 15% | 16.1% |
|
TKC
|
Turkcell Iletisim | Telecom Services | 6,469 | 75% | 7.9% |
|
TOST
|
Toast Inc | Software - Infrastructure | 22,998 | 20% | 17.4% |
|
TSM
|
Taiwan Semiconductor Ltd | Semiconductors | 869,814 | 15% | 16.5% |
|
TTD
|
Trade Desk | Software - Application | 39,564 | 20% | 17.8% |
|
VET
|
Vermilion Energy | Oil & Gas E&P | 1,397 | 25% | 28.1% |
|
VITL
|
Vital Farms | Farm Products | 1,522 | 15% | 22.3% |
|
WING
|
Wingstop | Restaurants | 8,900 | 15% | 54.4% |
|
XNCR
|
Xencor | Biotechnology | 1,141 | 75% | 4.3% |
|
ZETA
|
Zeta Global Holdings Corp | Software - Infrastructure | 5,577 | 20% | 13.1% |
|
ZS
|
Zscaler, Inc | Software - Infrastructure | 32,636 | 20% | 30.2% |
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Watch List
| APPF | 2.41% |
| S | 11.12% |
| NTNX | 33.50% |
| CRWD | 108.68% |
| SEMR | 16.62% |
| SNOW | 28.44% |
| SE | 79.50% |
vs. Fair Value Estimates
Buy List
| TSM | -25.61% |
| GOOG | -42.57% |
| NYAX | -44.17% |
| HRMY | -48.69% |
| YOU | -54.31% |
| MELI | -27.28% |
| ADBE | -29.83% |
vs. Fair Value Estimates
Hold List
| ZETA | -8.41% |
| MSFT | -24.20% |
| ODD | -23.18% |
| ASR | -24.82% |
| FLYW | -2.65% |
| CELH | -20.22% |
| TOST | 34.20% |
| CPNG | 6.94% |
| HIMS | 137.18% |
| PAYC | -22.88% |
| MNDY | 33.34% |
| GLBE | 1.37% |
| ZS | 30.99% |
| V | -2.91% |
| ADSK | 9.00% |
| NOW | 16.91% |
| ABNB | -12.75% |
| FTNT | 11.97% |
| TEAM | 30.92% |
vs. Fair Value Estimates