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GreenDot Stocks

Green Screens

Fast Growing, Cash Flow Positive Businesses

The "Green Screens" are our starting point for research. They are designed to find stocks of growing companies that produce positive cash flow and high cash returns on invested capital. 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.

There are two variations on these screens. Click the tabs to see each of the screens below:

Larger, more mature companies that generate a lot of free cash flow at high returns on capital, and still are growing sales at above average rates.

Results for 2024-11-16

Updated weekly. Columns are sortable. Criteria is: current and next year revenue growth >= 10%, free cash flow ROIC >= 15%.

Ticker Company Sector Mkt Cap Growth ROIC
ABNB more info Airbnb, Inc Travel Services 82,782 10% 38.3%
ACGL more info Arch Capital Group Insurance - Diversified 36,431 10% 26.8%
ADBE more info Adobe Inc Software - Infrastructure 221,583 10% 31.8%
ADMA more info ADMA Biologics Biotechnology 4,500 10% 23.0%
ADSK more info Autodesk, Inc Software - Application 64,469 10% 21.1%
AFYA more info Afya Education & Training Services 1,443 10% 16.8%
AMZN more info Amazon.com Internet Retail 2,130,446 10% 18.7%
ANET more info Arista Networks Computer Hardware 117,910 15% 34.4%
APP more info AppLovin Software - Application 97,687 15% 39.8%
APPF more info AppFolio Software - Application 8,357 15% 38.0%
ATAT more info Atour Lifestyle Holdings Lodging 3,577 20% 39.5%
AVPT more info AvePoint Software - Infrastructure 2,949 15% 33.2%
BLBD more info Blue Bird Farm & Heavy Construction Machinery 1,176 10% 34.2%
BRBR more info BellRing Brands Packaged Foods 9,317 10% 41.2%
BX more info Blackstone Asset Management 137,726 25% 21.9%
BZ more info Kanzhun Internet Content & Information 6,159 20% 23.1%
CLBT more info Cellebrite DI Software - Infrastructure 3,802 15% 33.2%
CLS more info Celestica Electronic Components 9,593 10% 18.0%
CMG more info Chipotle Mexican Grill, Inc Restaurants 79,888 10% 15.5%
CORT more info Corcept Therapeutics Biotechnology 5,430 15% 22.1%
CPRX more info Catalyst Pharmaceuticals Biotechnology 2,457 15% 33.9%
CRWD more info CrowdStrike Holdings, Inc Software - Infrastructure 82,546 20% 30.4%
CVLT more info CommVault Systems Software - Application 7,369 10% 75.6%
CWAN more info Clearwater Analytics Hldg Software - Application 6,695 15% 25.6%
DASH more info DoorDash Internet Content & Information 70,380 15% 22.0%
DCBO more info Docebo Software - Application 1,418 10% 54.3%
DDOG more info Datadog Software - Application 42,835 20% 20.5%
DECK more info Deckers Outdoor Footwear & Accessories 26,686 10% 34.5%
DLO more info DLocal Software - Infrastructure 2,816 25% 26.9%
DOCN more info DigitalOcean Holdings Software - Infrastructure 3,400 10% 15.6%
DOCS more info Doximity Health Information Services 9,222 10% 22.4%
DSGX more info Descartes Systems Gr Software - Application 9,565 10% 15.1%
DT more info Dynatrace Software - Application 15,625 15% 19.6%
DUOL more info Duolingo Software - Application 13,517 25% 26.0%
DXCM more info DexCom Medical Devices 29,638 10% 17.5%
EDU more info New Oriental Education Education & Training Services 9,001 20% 20.7%
ENVA more info Enova International Credit Services 2,633 15% 31.4%
EVR more info Evercore Capital Markets 11,397 20% 29.0%
FICO more info Fair Isaac Software - Application 55,050 10% 47.4%
FIX more info Comfort Systems USA Engineering & Construction 15,839 10% 38.4%
FLYW more info Flywire Corp Software - Infrastructure 2,728 20% 22.2%
FN more info Fabrinet Electronic Components 8,517 10% 18.2%
FTNT more info Fortinet, Inc Software - Infrastructure 72,199 10% 95.3%
GMAB more info Genmab Biotechnology 13,331 15% 19.9%
GOOG more info Alphabet, Inc Internet Content & Information 2,116,947 10% 26.1%
GOOGL more info Alphabet Internet Content & Information 2,121,072 10% 26.1%
GSHD more info Goosehead Insurance Insurance - Diversified 2,904 25% 27.8%
HALO more info Halozyme Therapeutics Biotechnology 5,807 15% 20.1%
HG more info Hamilton Insurance Group Insurance - Reinsurance 1,849 10% 20.7%
HIMS more info Hims & Hers Health Household & Personal Products 4,221 35% 38.4%
HLI more info Houlihan Lokey Capital Markets 12,796 10% 21.0%
HRMY more info Harmony Biosciences Holdings, Inc Biotechnology 1,894 15% 28.2%
HUBS more info HubSpot, Inc Software - Application 34,952 15% 15.6%
INTA more info Intapp Software - Application 4,343 10% 15.6%
INTU more info Intuit Inc Software - Application 192,804 10% 19.3%
KNSL more info Kinsale Cap Gr Insurance - Property & Casualty 10,834 15% 59.4%
KNTK more info Kinetik Holdings Oil & Gas Midstream 3,447 35% 25.2%
LAZ more info Lazard Capital Markets 4,975 10% 22.8%
LYFT more info Lyft Software - Application 7,516 10% 35.5%
MA more info Mastercard Inc Credit Services 479,006 10% 51.9%
MC more info Moelis Capital Markets 5,319 25% 33.9%
MELI more info MercadoLibre, Inc Internet Retail 95,311 20% 59.9%
META more info Meta Platforms Internet Content & Information 1,398,768 10% 38.7%
MNDY more info monday.com Ltd. Software - Application 13,107 25% 26.3%
MNKD more info MannKind Biotechnology 1,875 15% 96.7%
MPWR more info Monolithic Power Systems Semiconductors 27,969 20% 30.8%
MSFT more info Microsoft Corp Software - Infrastructure 3,085,475 10% 29.8%
NFLX more info Netflix Entertainment 352,208 10% 19.3%
NICE more info NICE Software - Application 10,754 10% 16.6%
NOW more info ServiceNow, Inc Software - Application 208,666 20% 36.6%
NRDS more info Nerdwallet Internet Content & Information 1,019 10% 22.0%
NU more info Nu Holdings Banks - Regional 67,337 30% 17.1%
NVDA more info NVIDIA Semiconductors 3,482,769 40% 68.6%
NVMI more info Nova Semiconductor Equipment & Materials 5,189 15% 17.0%
NVO more info Novo Nordisk Drug Manufacturers - General 450,700 15% 37.8%
NXT more info NEXTracker Solar 5,356 10% 30.5%
ODD more info Oddity Tech, Ltd Software - Infrastructure 2,270 20% 32.1%
OLED more info Universal Display Electronic Components 7,785 10% 15.4%
ONON more info On Holding Footwear & Accessories 16,785 25% 31.6%
OSCR more info Oscar Health Healthcare Plans 3,676 20% 61.6%
OWL more info Blue Owl Cap Asset Management 12,840 25% 18.3%
PANW more info Palo Alto Networks Software - Infrastructure 126,646 15% 49.3%
PAYC more info Paycom Software, Inc Software - Application 12,678 10% 27.3%
PDD more info PDD Holdings Internet Retail 158,319 25% 50.9%
PGR more info Progressive Insurance - Property & Casualty 149,838 15% 42.0%
PI more info Impinj Communication Equipment 4,962 15% 24.9%
PINS more info Pinterest Inc Internet Content & Information 19,085 15% 31.0%
PIPR more info Piper Sandler Capital Markets 5,329 15% 41.8%
PJT more info PJT Partners Capital Markets 3,728 10% 89.1%
PLMR more info Palomar Hldgs Insurance - Property & Casualty 2,744 15% 29.2%
PLTR more info Palantir Technologies Software - Infrastructure 149,825 20% 20.6%
PSTG more info Pure Storage Inc Computer Hardware 15,791 10% 40.8%
QCRH more info QCR Hldgs Banks - Regional 1,516 10% 31.9%
RBLX more info Roblox Electronic Gaming & Multimedia 33,290 15% 30.7%
SE more info Sea Limited Internet Retail 59,122 15% 20.6%
SEMR more info Semrush Holdings, Inc Software - Application 1,961 20% 15.7%
SFM more info Sprouts Farmers Market Grocery Stores 14,198 10% 18.5%
SKWD more info Skyward Specialty Insurance - Property & Casualty 1,996 10% 43.9%
SMAR more info Smartsheet Inc Software - Application 7,779 15% 23.9%
SNOW more info Snowflake, Inc Software - Application 42,221 20% 18.4%
SPOT more info Spotify Technology Internet Content & Information 92,034 10% 21.5%
SPSC more info SPS Commerce Software - Application 6,634 15% 15.7%
STEP more info StepStone Group Asset Management 4,724 15% 19.0%
TBBK more info Bancorp Banks - Regional 2,644 10% 20.7%
TEAM more info Atlassian Corp Software - Application 62,514 15% 58.3%
TOST more info Toast Inc Software - Infrastructure 23,060 20% 20.5%
TTD more info Trade Desk Software - Application 58,315 20% 17.8%
UBER more info Uber Technologies Software - Application 154,243 15% 21.7%
UI more info Ubiquiti Communication Equipment 20,229 10% 89.7%
VEEV more info Veeva Systems, Inc Health Information Services 34,550 10% 19.0%
VERX more info Vertex Software - Application 7,657 10% 24.7%
VITL more info Vital Farms Farm Products 1,231 15% 22.3%
VRT more info Vertiv Hldgs Electrical Equipment & Parts 45,366 15% 25.0%
WDAY more info Workday, Inc Software - Application 68,743 10% 18.3%
WING more info Wingstop Restaurants 9,258 15% 45.0%
WIX more info Wix.com Software - Infrastructure 9,868 10% 55.9%
WRBY more info Warby Parker Medical Instruments & Supplies 2,581 10% 15.9%
YOU more info Clear Secure, Inc Software - Application 2,489 10% 94.8%
ZS more info Zscaler, Inc Software - Infrastructure 30,722 20% 29.8%

Smaller, faster growing companies that have already achieved positive free cash flow. These have the potential for bigger gains, but with more risk.

Results for 2024-11-16

Updated weekly. Columns are sortable. Criteria is: current and next year revenue growth >= 20%, generates positive free cash flow.

Ticker Company Sector Mkt Cap Growth ROIC
ACMR more info ACM Research Semiconductor Equipment & Materials 1,147 20% 2.3%
ACVA more info ACV Auctions Auto & Truck Dealerships 3,473 20% 2.3%
AFRM more info Affirm Holdings Software - Infrastructure 17,634 20% 3.8%
ANIP more info ANI Pharmaceuticals Drug Manufacturers - Specialty & Generic 1,189 20% 7.0%
ARM more info ARM Holdings Semiconductors 135,295 20% 10.4%
ASTH more info Astrana Health Medical Care Facilities 1,863 30% 5.8%
ATAT more info Atour Lifestyle Holdings Lodging 3,577 20% 39.5%
AXON more info Axon Enterprise Aerospace & Defense 45,703 20% 7.8%
BZ more info Kanzhun Internet Content & Information 6,159 20% 23.1%
CAVA more info Cava Group Restaurants 16,162 20% 4.4%
CEPU more info Central Puerto Utilities - Regulated Electric 2,336 40% 0.0%
CRWD more info CrowdStrike Holdings, Inc Software - Infrastructure 82,546 20% 30.4%
CYBR more info CyberArk Software Software - Infrastructure 13,301 30% 11.6%
DDOG more info Datadog Software - Application 42,835 20% 20.5%
DKNG more info DraftKings Gambling 19,427 25% 2.0%
DUOL more info Duolingo Software - Application 13,517 25% 26.0%
ENLT more info Enlight Renewable Energy Ltd Utilities - Renewable 1,931 20% 3.6%
FANG more info Diamondback Energy Oil & Gas E&P 51,565 35% 9.3%
FLYW more info Flywire Corp Software - Infrastructure 2,728 20% 22.2%
FOUR more info Shift4 Payments Software - Infrastructure 6,819 30% 10.5%
FSLR more info First Solar Solar 20,389 30% 10.1%
GBDC more info Golub Capital BDC Asset Management 4,074 20% 7.3%
GLBE more info Global-e Online Ltd Internet Retail 6,729 25% 14.1%
GTLB more info GitLab Inc Software - Infrastructure 9,604 20% 10.6%
HIMS more info Hims & Hers Health Household & Personal Products 4,221 35% 38.4%
INTR more info Inter & Co Banks - Regional 2,629 25% 14.3%
KNSA more info Kiniksa Pharmaceuticals Drug Manufacturers - Specialty & Generic 1,537 35% 2.5%
KRYS more info Krystal Biotech Biotechnology 4,910 50% 6.5%
KVYO more info Klaviyo Software - Infrastructure 9,480 20% 12.2%
LLY more info Eli Lilly Drug Manufacturers - General 708,379 25% 12.5%
MC more info Moelis Capital Markets 5,319 25% 33.9%
MELI more info MercadoLibre, Inc Internet Retail 95,311 20% 59.9%
MMYT more info MakeMyTrip Travel Services 10,707 20% 12.8%
MNDY more info monday.com Ltd. Software - Application 13,107 25% 26.3%
MPWR more info Monolithic Power Systems Semiconductors 27,969 20% 30.8%
MTDR more info Matador Resources Oil & Gas E&P 7,178 20% 4.0%
MU more info Micron Technology Semiconductors 106,816 20% 0.2%
NET more info Cloudflare Software - Infrastructure 30,808 25% 7.0%
NGD more info New Gold Gold 2,003 25% 6.7%
NOW more info ServiceNow, Inc Software - Application 208,666 20% 36.6%
NU more info Nu Holdings Banks - Regional 67,337 30% 17.1%
NVDA more info NVIDIA Semiconductors 3,482,769 40% 68.6%
ODD more info Oddity Tech, Ltd Software - Infrastructure 2,270 20% 32.1%
OKE more info ONEOK Oil & Gas Midstream 64,811 20% 6.0%
ONON more info On Holding Footwear & Accessories 16,785 25% 31.6%
OSCR more info Oscar Health Healthcare Plans 3,676 20% 61.6%
OWL more info Blue Owl Cap Asset Management 12,840 25% 18.3%
PAY more info Paymentus Holdings Software - Infrastructure 4,175 20% 7.8%
PDD more info PDD Holdings Internet Retail 158,319 25% 50.9%
PFS more info Provident Finl Servs Banks - Regional 2,792 20% 4.3%
PLTR more info Palantir Technologies Software - Infrastructure 149,825 20% 20.6%
RELY more info Remitly Global Software - Infrastructure 3,889 20% 14.7%
RGLD more info Royal Gold Gold 9,221 20% 14.3%
RLX more info RLX Technology Tobacco 2,654 40% 3.8%
RYAN more info Ryan Specialty Hldgs Insurance - Specialty 8,879 20% 12.6%
SEMR more info Semrush Holdings, Inc Software - Application 1,961 20% 15.7%
SHOP more info Shopify Software - Application 140,904 20% 12.7%
SNOW more info Snowflake, Inc Software - Application 42,221 20% 18.4%
SYM more info Symbotic Specialty Industrial Machinery 3,060 30% 14.8%
TAL more info TAL Education Education & Training Services 5,946 25% 11.4%
TMDX more info TransMedics Gr Medical Devices 2,701 25% 2.6%
TOST more info Toast Inc Software - Infrastructure 23,060 20% 20.5%
TTD more info Trade Desk Software - Application 58,315 20% 17.8%
VCEL more info Vericel Biotechnology 2,590 20% 3.4%

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

SE 53.62%
PINS 2.38%
MA 9.82%
CMG 77.97%
GOOG 41.40%
PSTG 10.89%
SEMR -5.93%
INTU 26.06%
SMAR 24.20%
GTLB 35.36%
CRWD 64.32%
VEEV 11.64%
WDAY 8.74%
SNOW -6.97%
vs. Fair Value Estimates

Buy List

ODD -29.57%
ASR -28.58%
PAYC -25.20%
HRMY -52.24%
YOU -46.20%
vs. Fair Value Estimates

Hold List

MSFT -24.59%
FLYW 16.52%
CELH -14.72%
TOST 49.12%
CPNG 2.94%
HIMS -15.96%
MNDY 22.39%
GLBE -1.75%
ZS 22.37%
V -13.61%
ADSK 16.05%
NOW 41.37%
ABNB -21.29%
MELI -22.31%
FTNT -2.38%
TEAM 10.59%
ADBE -15.89%
vs. Fair Value Estimates