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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 2024-12-21

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 83,850 10% 38.3%
ADMA more info ADMA Biologics Biotechnology 4,113 10% 23.0%
ADSK more info Autodesk, Inc Software - Application 64,279 10% 24.1%
AFYA more info Afya Education & Training Services 1,397 10% 16.8%
AMZN more info Amazon.com Internet Retail 2,365,036 10% 18.7%
ANET more info Arista Networks Computer Hardware 138,866 15% 34.4%
APP more info AppLovin Software - Application 114,433 20% 39.8%
APPF more info AppFolio Software - Application 9,140 15% 38.0%
ASR more info Grupo Aeroportuario del Sureste Airports & Air Services 7,756 15% 18.3%
ATAT more info Atour Lifestyle Holdings Lodging 3,851 20% 38.1%
AU more info Anglogold Ashanti Gold 12,034 15% 19.8%
AVPT more info AvePoint Software - Infrastructure 3,356 15% 33.2%
BRBR more info BellRing Brands Packaged Foods 9,815 10% 31.6%
BZ more info Kanzhun Internet Content & Information 6,078 20% 23.4%
CLBT more info Cellebrite DI Software - Infrastructure 4,838 15% 33.2%
CLS more info Celestica Electronic Components 11,195 10% 18.0%
CMG more info Chipotle Mexican Grill, Inc Restaurants 84,303 10% 15.5%
CORT more info Corcept Therapeutics Biotechnology 5,388 15% 22.1%
CPRX more info Catalyst Pharmaceuticals Biotechnology 2,536 15% 33.9%
CRWD more info CrowdStrike Holdings, Inc Software - Infrastructure 89,236 20% 28.6%
CVLT more info CommVault Systems Software - Application 6,942 10% 75.6%
CWAN more info Clearwater Analytics Hldg Software - Application 6,560 15% 25.6%
DASH more info DoorDash Internet Content & Information 71,007 15% 22.0%
DCBO more info Docebo Software - Application 1,406 10% 53.2%
DDOG more info Datadog Software - Application 50,775 20% 20.5%
DECK more info Deckers Outdoor Footwear & Accessories 32,050 10% 34.5%
DLO more info DLocal Software - Infrastructure 3,278 25% 33.0%
DOCN more info DigitalOcean Holdings Software - Infrastructure 3,294 10% 15.6%
DOCS more info Doximity Health Information Services 10,796 10% 22.4%
DT more info Dynatrace Software - Application 16,309 15% 19.6%
DUOL more info Duolingo Software - Application 15,047 25% 26.0%
DXCM more info DexCom Medical Devices 31,263 10% 17.5%
EDU more info New Oriental Education Education & Training Services 10,107 20% 20.7%
ENFN more info Enfusion Software - Application 1,003 15% 30.8%
FICO more info Fair Isaac Software - Application 50,910 10% 47.4%
FIX more info Comfort Systems USA Engineering & Construction 15,617 10% 38.4%
FLYW more info Flywire Corp Software - Infrastructure 2,504 20% 22.2%
FN more info Fabrinet Electronic Components 8,024 10% 18.2%
FTNT more info Fortinet, Inc Software - Infrastructure 74,491 10% 95.3%
GB more info Global Blue Gr Holding Software - Infrastructure 1,241 10% 18.0%
GMAB more info Genmab Biotechnology 12,856 15% 19.9%
GOOG more info Alphabet, Inc Internet Content & Information 2,351,627 10% 26.1%
GOOGL more info Alphabet Internet Content & Information 2,351,627 10% 26.1%
GRND more info Grindr Software - Application 3,057 20% 26.1%
HALO more info Halozyme Therapeutics Biotechnology 5,970 15% 20.1%
HEPS more info D-MARKET Electronic Internet Retail 1,050 35% 85.2%
HIMS more info Hims & Hers Health Household & Personal Products 5,724 35% 38.4%
HRMY more info Harmony Biosciences Holdings, Inc Biotechnology 1,955 15% 28.2%
HUBS more info HubSpot, Inc Software - Application 37,117 15% 15.6%
INTA more info Intapp Software - Application 5,044 10% 15.6%
INTU more info Intuit Inc Software - Application 180,095 10% 20.6%
KNTK more info Kinetik Holdings Oil & Gas Midstream 3,451 30% 25.2%
KSPI more info Kaspi.kz Software - Infrastructure 19,609 15% 42.4%
LYFT more info Lyft Software - Application 5,629 10% 35.5%
MELI more info MercadoLibre, Inc Internet Retail 87,217 20% 59.9%
META more info Meta Platforms Internet Content & Information 1,477,456 10% 38.7%
MNDY more info monday.com Ltd. Software - Application 12,228 25% 26.3%
MNKD more info MannKind Biotechnology 1,889 15% 96.7%
MPWR more info Monolithic Power Systems Semiconductors 28,937 15% 30.8%
MSFT more info Microsoft Corp Software - Infrastructure 3,246,068 10% 29.8%
NFLX more info Netflix Entertainment 388,580 10% 19.3%
NICE more info NICE Software - Application 10,883 10% 17.1%
NOW more info ServiceNow, Inc Software - Application 225,143 20% 36.6%
NTNX more info Nutanix, Inc Software - Infrastructure 17,434 15% 6855.6%
NVDA more info NVIDIA Semiconductors 3,298,802 50% 74.3%
NVMI more info Nova Semiconductor Equipment & Materials 5,621 15% 17.0%
NVO more info Novo Nordisk Drug Manufacturers - General 371,237 20% 37.8%
NXT more info NEXTracker Solar 5,116 10% 30.5%
ODD more info Oddity Tech, Ltd Software - Infrastructure 2,499 20% 32.1%
OLED more info Universal Display Electronic Components 7,100 10% 15.4%
ONON more info On Holding Footwear & Accessories 18,473 25% 31.6%
ORLA more info Orla Mining Gold 1,817 40% 22.3%
OSCR more info Oscar Health Healthcare Plans 3,484 25% 61.6%
PANW more info Palo Alto Networks Software - Infrastructure 122,565 15% 46.3%
PDD more info PDD Holdings Internet Retail 138,293 25% 44.8%
PI more info Impinj Semiconductors 4,214 20% 24.9%
PINS more info Pinterest Inc Internet Content & Information 19,930 15% 31.0%
PLTR more info Palantir Technologies Software - Infrastructure 183,494 20% 20.6%
PSTG more info Pure Storage Inc Computer Hardware 21,009 10% 38.4%
RBLX more info Roblox Electronic Gaming & Multimedia 39,445 15% 30.7%
RSI more info Rush Street Interactive Gambling 1,211 10% 74.7%
SE more info Sea Limited Internet Retail 63,544 15% 20.6%
SEMR more info Semrush Holdings, Inc Software - Application 1,789 20% 15.7%
SFM more info Sprouts Farmers Market Grocery Stores 13,165 10% 18.5%
SMAR more info Smartsheet Inc Software - Application 7,841 10% 29.5%
SMWB more info Similarweb Software - Application 1,189 10% 41.8%
SPOT more info Spotify Technology Internet Content & Information 93,134 10% 28.1%
SPSC more info SPS Commerce Software - Application 7,070 15% 15.7%
TEAM more info Atlassian Corp Software - Application 66,999 15% 58.3%
TOST more info Toast Inc Software - Infrastructure 21,345 20% 20.5%
TSM more info Taiwan Semiconductor Ltd Semiconductors 850,808 25% 20.6%
TTD more info Trade Desk Software - Application 61,701 20% 17.8%
UBER more info Uber Technologies Software - Application 127,879 15% 21.7%
UI more info Ubiquiti Communication Equipment 20,810 10% 89.7%
VEEV more info Veeva Systems, Inc Health Information Services 36,390 10% 19.3%
VERX more info Vertex Software - Application 8,344 10% 24.7%
VITL more info Vital Farms Farm Products 1,738 15% 22.3%
VRT more info Vertiv Hldgs Electrical Equipment & Parts 45,068 15% 25.0%
WDAY more info Workday, Inc Software - Application 72,628 10% 17.6%
WING more info Wingstop Restaurants 8,483 15% 45.0%
WIX more info Wix.com Software - Infrastructure 12,135 10% 55.2%
WRBY more info Warby Parker Medical Instruments & Supplies 3,030 10% 15.9%
YOU more info Clear Secure, Inc Software - Application 2,529 10% 94.8%
ZS more info Zscaler, Inc Software - Infrastructure 28,751 20% 24.5%

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 2024-12-21

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
ACVA more info ACV Auctions Auto & Truck Dealerships 3,669 20% 2.3%
AFRM more info Affirm Holdings Software - Infrastructure 20,614 20% 3.8%
AGI more info Alamos Gold Gold 7,723 20% 10.9%
ANIP more info ANI Pharmaceuticals Drug Manufacturers - Specialty & Generic 1,122 20% 7.0%
APP more info AppLovin Software - Application 114,433 20% 39.8%
ARM more info ARM Holdings Semiconductors 133,194 20% 10.4%
ASTH more info Astrana Health Medical Care Facilities 1,538 30% 5.8%
ATAT more info Atour Lifestyle Holdings Lodging 3,851 20% 38.1%
AXON more info Axon Enterprise Aerospace & Defense 48,164 20% 7.8%
BZ more info Kanzhun Internet Content & Information 6,078 20% 23.4%
CAVA more info Cava Group Restaurants 13,609 20% 4.4%
CEPU more info Central Puerto Utilities - Regulated Electric 2,068 30% 2.3%
CRWD more info CrowdStrike Holdings, Inc Software - Infrastructure 89,236 20% 28.6%
CYBR more info CyberArk Software Software - Infrastructure 15,731 30% 11.7%
DDOG more info Datadog Software - Application 50,775 20% 20.5%
DKNG more info DraftKings Gambling 19,687 25% 2.0%
DUOL more info Duolingo Software - Application 15,047 25% 26.0%
FANG more info Diamondback Energy Oil & Gas E&P 45,240 35% 9.3%
FLNC more info Fluence Energy Utilities - Renewable 1,971 20% 13.7%
FLYW more info Flywire Corp Software - Infrastructure 2,504 20% 22.2%
FOUR more info Shift4 Payments Software - Infrastructure 7,277 25% 10.5%
FSLR more info First Solar Solar 19,531 30% 10.1%
GLBE more info Global-e Online Ltd Internet Retail 9,147 30% 14.6%
GRND more info Grindr Software - Application 3,057 20% 26.1%
HEPS more info D-MARKET Electronic Internet Retail 1,050 35% 85.2%
HIMS more info Hims & Hers Health Household & Personal Products 5,724 35% 38.4%
HROW more info Harrow Drug Manufacturers - Specialty & Generic 1,214 40% 1.2%
IOT more info Samsara Software - Infrastructure 24,872 20% 1.8%
KNSA more info Kiniksa Pharmaceuticals Drug Manufacturers - Specialty & Generic 1,486 35% 2.5%
KRYS more info Krystal Biotech Biotechnology 4,738 50% 6.5%
KVYO more info Klaviyo Software - Infrastructure 11,885 20% 12.2%
LLY more info Eli Lilly Drug Manufacturers - General 690,458 25% 12.5%
MELI more info MercadoLibre, Inc Internet Retail 87,217 20% 59.9%
MMYT more info MakeMyTrip Travel Services 12,184 20% 12.8%
MNDY more info monday.com Ltd. Software - Application 12,228 25% 26.3%
MTDR more info Matador Resources Oil & Gas E&P 6,621 20% 4.0%
MU more info Micron Technology Semiconductors 100,409 25% 0.9%
NET more info Cloudflare Software - Infrastructure 38,674 25% 7.0%
NOW more info ServiceNow, Inc Software - Application 225,143 20% 36.6%
NVDA more info NVIDIA Semiconductors 3,298,802 50% 74.3%
NVO more info Novo Nordisk Drug Manufacturers - General 371,237 20% 37.8%
ODD more info Oddity Tech, Ltd Software - Infrastructure 2,499 20% 32.1%
OKE more info ONEOK Oil & Gas Midstream 58,471 25% 6.0%
ONON more info On Holding Footwear & Accessories 18,473 25% 31.6%
ORLA more info Orla Mining Gold 1,817 40% 22.3%
OSCR more info Oscar Health Healthcare Plans 3,484 25% 61.6%
PAY more info Paymentus Holdings Software - Infrastructure 4,262 20% 6.9%
PDD more info PDD Holdings Internet Retail 138,293 25% 44.8%
PLTR more info Palantir Technologies Software - Infrastructure 183,494 20% 20.6%
RELY more info Remitly Global Software - Infrastructure 4,478 20% 14.7%
RLX more info RLX Technology Tobacco 3,095 40% 4.2%
S more info SentinelOne, Inc Software - Infrastructure 7,207 25% 0.3%
SEMR more info Semrush Holdings, Inc Software - Application 1,789 20% 15.7%
SGML more info Sigma Lithium Other Industrial Metals & Mining 1,225 75% 6.7%
SHOP more info Shopify Software - Application 141,502 20% 12.7%
SNOW more info Snowflake, Inc Software - Application 54,887 20% 14.4%
TAL more info TAL Education Education & Training Services 5,909 30% 11.4%
TMDX more info TransMedics Gr Medical Devices 2,072 20% 2.6%
TOST more info Toast Inc Software - Infrastructure 21,345 20% 20.5%
TSM more info Taiwan Semiconductor Ltd Semiconductors 850,808 25% 20.6%
TTD more info Trade Desk Software - Application 61,701 20% 17.8%
VCEL more info Vericel Biotechnology 2,788 20% 3.4%
ZETA more info Zeta Global Holdings Software - Infrastructure 4,606 20% 12.1%
ZS more info Zscaler, Inc Software - Infrastructure 28,751 20% 24.5%

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

S 9.41%
NTNX 20.50%
VEEV 17.36%
PSTG 43.11%
CRWD 73.34%
SEMR -15.86%
WDAY 13.77%
INTU 25.17%
SNOW 15.48%
SE 49.51%
PINS 1.69%
CMG 87.48%
TSM -1.89%
vs. Fair Value Estimates

Buy List

GOOG -33.69%
NYAX -61.69%
ASR -31.25%
PAYC -28.54%
HRMY -49.59%
YOU -45.59%
MELI -30.27%
ADBE -30.99%
vs. Fair Value Estimates

Hold List

MSFT -21.19%
ODD -23.90%
FLYW 4.57%
CELH -15.59%
TOST 31.86%
CPNG -2.38%
HIMS -6.43%
MNDY 15.47%
GLBE 16.55%
ZS 18.59%
V -11.99%
ADSK 11.66%
NOW 50.93%
ABNB -19.63%
FTNT 4.51%
TEAM 14.85%
vs. Fair Value Estimates