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 2025-03-22
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 | 6,500 | 15% | -5.9% |
|
ACVA
|
ACV Auctions | Auto & Truck Dealerships | 2,728 | 20% | 6.4% |
|
ADMA
|
ADMA Biologics | Biotechnology | 4,709 | 25% | 25.5% |
|
AFRM
|
Affirm Holdings | Software - Infrastructure | 15,982 | 20% | 6.0% |
|
AGYS
|
Agilysys | Software - Application | 2,061 | 15% | 17.3% |
|
ALAB
|
Astera Labs | Semiconductors | 11,529 | 30% | 10.7% |
|
ALKT
|
Alkami Technology | Software - Application | 2,715 | 25% | 2.9% |
|
AMD
|
Advanced Micro Devices | Semiconductors | 172,483 | 20% | 5.0% |
|
AMSC
|
American Superconductor | Specialty Industrial Machinery | 783 | 15% | 11.2% |
|
ANET
|
Arista Networks | Computer Hardware | 104,837 | 15% | 36.8% |
|
APP
|
AppLovin | Software - Application | 106,984 | 20% | 45.1% |
|
APPF
|
AppFolio, Inc | Software - Application | 7,840 | 15% | 32.3% |
|
ARM
|
ARM Holdings | Semiconductors | 125,499 | 20% | 11.5% |
|
ATAT
|
Atour Lifestyle Holdings | Lodging | 4,165 | 25% | 38.1% |
|
AUPH
|
Aurinia Pharmaceuticals | Biotechnology | 1,159 | 20% | 9.6% |
|
AVGO
|
Broadcom | Semiconductors | 901,175 | 15% | 15.2% |
|
AVPT
|
AvePoint | Software - Infrastructure | 3,037 | 15% | 29.7% |
|
AXON
|
Axon Enterprise | Aerospace & Defense | 43,490 | 20% | 10.8% |
|
BYRN
|
Byrna Technologies | Aerospace & Defense | 412 | 20% | 17.5% |
|
BZ
|
Kanzhun | Internet Content & Information | 8,817 | 15% | 23.5% |
|
CELH
|
Celsius Holdings, Inc | Beverages - Non-Alcoholic | 7,742 | 15% | 19.4% |
|
CINT
|
CI&T | Software - Infrastructure | 833 | 15% | 12.6% |
|
CLBT
|
Cellebrite DI | Software - Infrastructure | 4,605 | 15% | 34.9% |
|
CLOV
|
Clover Health Investments | Healthcare Plans | 1,900 | 15% | 10.3% |
|
CLS
|
Celestica | Electronic Components | 11,091 | 15% | 11.2% |
|
CORT
|
Corcept Therapeutics | Biotechnology | 6,186 | 20% | 28.5% |
|
CPNG
|
Coupang, Inc | Internet Retail | 42,140 | 15% | 12.9% |
|
CRWD
|
CrowdStrike Holdings, Inc | Software - Infrastructure | 89,789 | 20% | 26.3% |
|
CVNA
|
Carvana | Auto & Truck Dealerships | 25,600 | 15% | 11.3% |
|
CWCO
|
Consolidated Water Co | Utilities - Regulated Water | 420 | 75% | 17.4% |
|
DASH
|
DoorDash | Internet Content & Information | 80,154 | 15% | 21.6% |
|
DAVE
|
Dave | Software - Application | 1,186 | 15% | 45.9% |
|
DDOG
|
Datadog | Software - Application | 36,000 | 15% | 17.0% |
|
DEC
|
Diversified Energy | Oil & Gas E&P | 776 | 25% | 15.8% |
|
DHT
|
DHT Holdings | Oil & Gas Midstream | 1,713 | 25% | 17.5% |
|
DKNG
|
DraftKings | Gambling | 19,348 | 15% | 12.7% |
|
DLO
|
DLocal | Software - Infrastructure | 2,694 | 20% | 32.5% |
|
DT
|
Dynatrace | Software - Application | 14,913 | 15% | 15.4% |
|
DUOL
|
Duolingo | Software - Application | 13,993 | 25% | 30.1% |
|
DXCM
|
DexCom | Medical Devices | 28,838 | 15% | 17.6% |
|
EBS
|
Emergent BioSolutions | Drug Manufacturers - Specialty & Generic | 310 | 30% | 5.1% |
|
EDU
|
New Oriental Education | Education & Training Services | 8,002 | 15% | 22.2% |
|
EE
|
Excelerate Energy | Oil & Gas Midstream | 696 | 25% | 20.6% |
|
EGY
|
VAALCO Energy | Oil & Gas E&P | 404 | 30% | 1.8% |
|
ENFN
|
Enfusion | Software - Application | 1,052 | 15% | 34.4% |
|
ENLT
|
Enlight Renewable Energy Ltd | Utilities - Renewable | 1,939 | 25% | 4.1% |
|
ESE
|
ESCO Technologies | Scientific & Technical Instruments | 4,114 | 15% | 10.4% |
|
FICO
|
Fair Isaac | Software - Application | 45,253 | 15% | 51.7% |
|
FLYW
|
Flywire Corp | Software - Infrastructure | 1,230 | 15% | 10.4% |
|
FOUR
|
Shift4 Payments | Software - Infrastructure | 6,136 | 20% | 11.1% |
|
FROG
|
JFrog | Software - Application | 3,835 | 15% | 13.7% |
|
GEO
|
GEO Group | Security & Protection Services | 4,032 | 20% | 5.6% |
|
GLBE
|
Global-e Online Ltd | Internet Retail | 6,334 | 25% | 14.6% |
|
GMAB
|
Genmab | Biotechnology | 12,748 | 15% | 19.8% |
|
GMGI
|
Golden Matrix Group | Electronic Gaming & Multimedia | 255 | 50% | 6.2% |
|
GRAB
|
Grab Holdings | Software - Application | 18,904 | 15% | 10.9% |
|
GRND
|
Grindr | Software - Application | 3,610 | 20% | 57.4% |
|
HALO
|
Halozyme Therapeutics | Biotechnology | 8,053 | 20% | 25.0% |
|
HASI
|
HASI | Real Estate Services | 3,485 | 25% | 0.1% |
|
HEPS
|
D-MARKET Electronic | Internet Retail | 916 | 35% | 92.6% |
|
HIMS
|
Hims & Hers Health | Household & Personal Products | 7,720 | 15% | 49.4% |
|
HRMY
|
Harmony Biosciences Holdings, Inc | Biotechnology | 2,023 | 15% | 26.1% |
|
HROW
|
Harrow | Drug Manufacturers - Specialty & Generic | 1,011 | 40% | 1.2% |
|
HUBS
|
HubSpot, Inc | Software - Application | 31,618 | 15% | 17.7% |
|
IMOS
|
ChipMOS TECHNOLOGIES | Semiconductors | 678 | 20% | 23.0% |
|
INOD
|
Innodata | Information Technology Services | 1,309 | 20% | 39.7% |
|
INSP
|
Inspire Medical Systems | Medical Devices | 4,907 | 15% | 15.4% |
|
IRMD
|
iRadimed | Medical Devices | 663 | 15% | 21.8% |
|
ISRG
|
Intuitive Surgical | Medical Instruments & Supplies | 176,446 | 15% | 12.8% |
|
KGEI
|
Kolibri Global Energy | Oil & Gas E&P | 253 | 40% | 16.6% |
|
KNSA
|
Kiniksa Pharmaceuticals | Drug Manufacturers - Specialty & Generic | 1,696 | 20% | 5.8% |
|
KNTK
|
Kinetik Holdings | Oil & Gas Midstream | 3,167 | 35% | 64.8% |
|
KRYS
|
Krystal Biotech | Biotechnology | 5,388 | 40% | 12.5% |
|
KSPI
|
Kaspi.kz | Software - Infrastructure | 18,690 | 20% | 28.0% |
|
KURA
|
Kura Oncology | Biotechnology | 631 | 35% | 31.1% |
|
KVYO
|
Klaviyo | Software - Infrastructure | 9,012 | 20% | 13.7% |
|
LEU
|
Centrus Energy | Uranium | 1,240 | 15% | 10.4% |
|
LGND
|
Ligand Pharmaceuticals | Biotechnology | 2,084 | 15% | 10.2% |
|
MELI
|
MercadoLibre, Inc | Internet Retail | 106,224 | 20% | 63.0% |
|
ML
|
MoneyLion | Software - Application | 992 | 25% | 47.8% |
|
MMYT
|
MakeMyTrip | Travel Services | 11,092 | 20% | 6.8% |
|
MNDY
|
monday.com Ltd. | Software - Application | 13,466 | 20% | 26.1% |
|
MPWR
|
Monolithic Power Systems | Semiconductors | 28,287 | 15% | 20.3% |
|
MRVL
|
Marvell Tech | Semiconductors | 60,962 | 20% | 8.4% |
|
MU
|
Micron Technology | Semiconductors | 105,856 | 25% | 0.9% |
|
NBIX
|
Neurocrine Biosciences | Drug Manufacturers - Specialty & Generic | 11,165 | 15% | 18.3% |
|
NET
|
Cloudflare | Software - Infrastructure | 41,139 | 25% | 6.6% |
|
NOW
|
ServiceNow, Inc | Software - Application | 170,919 | 15% | 35.8% |
|
NTNX
|
Nutanix, Inc | Software - Infrastructure | 19,477 | 15% | 98.8% |
|
NVDA
|
NVIDIA | Semiconductors | 2,871,879 | 20% | 67.9% |
|
NVO
|
Novo Nordisk | Drug Manufacturers - General | 338,012 | 15% | 48.0% |
|
NYAX
|
Nayax Ltd | Software - Infrastructure | 1,260 | 25% | 15.5% |
|
ODD
|
Oddity Tech, Ltd | Software - Infrastructure | 2,419 | 20% | 42.6% |
|
OLED
|
Universal Display | Electronic Components | 7,049 | 15% | 15.3% |
|
ONON
|
On Holding | Footwear & Accessories | 14,977 | 20% | 25.6% |
|
PAY
|
Paymentus Holdings | Software - Infrastructure | 3,406 | 20% | 7.7% |
|
PDD
|
PDD Holdings | Internet Retail | 175,873 | 20% | 44.8% |
|
PI
|
Impinj | Semiconductors | 2,574 | 25% | 25.1% |
|
PINS
|
Pinterest Inc | Internet Content & Information | 21,988 | 15% | 19.0% |
|
PLTR
|
Palantir Technologies | Software - Infrastructure | 213,333 | 20% | 21.8% |
|
PODD
|
Insulet | Medical Devices | 18,854 | 15% | 11.4% |
|
PTGX
|
Protagonist Therapeutics | Biotechnology | 3,228 | 40% | 26.7% |
|
RBLX
|
Roblox | Electronic Gaming & Multimedia | 40,812 | 15% | 31.6% |
|
RDDT
|
Reddit, Inc | Internet Content & Information | 20,930 | 25% | 10.0% |
|
REAX
|
Real Brokerage | Real Estate Services | 912 | 15% | 150.0% |
|
RELY
|
Remitly Global | Software - Infrastructure | 4,078 | 20% | 25.8% |
|
RIGL
|
Rigel Pharmaceuticals | Biotechnology | 360 | 15% | 49.2% |
|
RLX
|
RLX Technology | Tobacco | 3,125 | 25% | 4.2% |
|
SBLK
|
Star Bulk Carriers | Marine Shipping | 1,941 | 15% | 10.6% |
|
SDA
|
SunCar Tech Gr | Auto & Truck Dealerships | 509 | 25% | 2.9% |
|
SE
|
Sea Limited | Internet Retail | 72,407 | 15% | 20.6% |
|
SEMR
|
Semrush Holdings, Inc | Software - Application | 1,463 | 15% | 16.0% |
|
SHOP
|
Shopify | Software - Application | 134,881 | 20% | 12.6% |
|
SIGA
|
SIGA Technologies | Drug Manufacturers - Specialty & Generic | 401 | 75% | 22.6% |
|
SKYT
|
SkyWater Technology | Semiconductors | 377 | 20% | 5.2% |
|
SNOW
|
Snowflake, Inc | Software - Application | 52,279 | 20% | 14.4% |
|
SPOT
|
Spotify Technology | Internet Content & Information | 122,811 | 15% | 30.3% |
|
SPRY
|
ARS Pharmaceuticals | Biotechnology | 1,200 | 100% | 5.1% |
|
SYM
|
Symbotic | Specialty Industrial Machinery | 2,412 | 30% | 65.0% |
|
TAL
|
TAL Education | Education & Training Services | 7,946 | 30% | 14.5% |
|
TALK
|
Talkspace | Health Information Services | 471 | 20% | 6.0% |
|
TBBB
|
BBB Foods | Discount Stores | 2,950 | 25% | 8.7% |
|
TEAM
|
Atlassian Corp | Software - Application | 59,563 | 15% | 56.1% |
|
TER
|
Teradyne | Semiconductor Equipment & Materials | 14,152 | 20% | 18.8% |
|
TKC
|
Turkcell Iletisim | Telecom Services | 5,165 | 20% | 9.0% |
|
TKO
|
TKO Group Holdings | Entertainment | 12,223 | 30% | 7.1% |
|
TOST
|
Toast Inc | Software - Infrastructure | 20,234 | 15% | 19.5% |
|
TPC
|
Tutor Perini | Engineering & Construction | 1,287 | 15% | 28.0% |
|
TSM
|
Taiwan Semiconductor Ltd | Semiconductors | 793,886 | 15% | 16.1% |
|
TTD
|
Trade Desk | Software - Application | 27,934 | 15% | 19.4% |
|
VITL
|
Vital Farms | Farm Products | 1,318 | 15% | 12.5% |
|
VRT
|
Vertiv Holdings | Electrical Equipment & Parts | 33,748 | 15% | 20.3% |
|
VTEX
|
VTEX, Inc | Software - Application | 886 | 15% | 10.4% |
|
WING
|
Wingstop | Restaurants | 6,175 | 15% | 18.0% |
|
WK
|
Workiva | Software - Application | 4,895 | 15% | 11.5% |
|
XPEL
|
XPEL | Auto Parts | 892 | 15% | 17.1% |
|
ZETA
|
Zeta Global Holdings Corp | Software - Infrastructure | 3,430 | 15% | 12.7% |
|
ZS
|
Zscaler, Inc | Software - Infrastructure | 31,749 | 15% | 24.4% |
Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.
Watch List
| RDDT | 24.94% |
| NTNX | 38.83% |
| CRWD | 70.16% |
| SE | 28.20% |
| SNOW | 16.55% |
| APPF | 4.55% |
| PINS | -16.98% |
vs. Fair Value Estimates
Buy List
| SEMR | -32.71% |
| TSM | -32.65% |
| GOOG | -47.71% |
| NYAX | -57.87% |
| MSFT | -28.40% |
| ODD | -28.03% |
| ASR | -25.51% |
| FLYW | -35.10% |
| HRMY | -53.10% |
| YOU | -35.37% |
| ABNB | -27.07% |
| MELI | -26.45% |
| ADBE | -39.12% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| ZETA | -13.00% |
| CELH | 39.52% |
| TOST | 20.50% |
| CPNG | -10.98% |
| HIMS | 6.89% |
| PAYC | -19.54% |
| MNDY | 19.71% |
| GLBE | -14.87% |
| ZS | 28.75% |
| V | -4.75% |
| ADSK | -0.30% |
| NOW | 2.62% |
| FTNT | -2.17% |
| TEAM | 2.90% |
vs. Fair Value Estimates