⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Down >10% From Highs That Should Be On Your Watchlist This Week 💵

1️⃣ $LVMH $MC Louis Vuitton Moët 👜
•% Down From Highs: -24%
•LTM ROIC: 21.0%
•NTM P/E: 21.67x

2️⃣ $CP Canadian Pacific 🛤️
•% Down From Highs: -16%
•LTM ROIC: 6.7%
•NTM P/E: 23.53x

3️⃣ $CRM Salesforce 📊
•% Down From Highs: -27%
•LTM ROIC: 9.0%
•NTM P/E: 23.09x

4️⃣ $ODFL Old Dominion Freight 🚛
•% Down From Highs: -23%
•LTM ROIC: 33.9%
•NTM P/E: 28.05x

5️⃣ $MSCI MSCI Inc 📈
•% Down From Highs: -28%
•LTM ROIC: 35.0%
•NTM P/E: 32.02x

6️⃣ $UNH UnitedHealth 🩻
•% Down From Highs: -10%
•LTM ROIC: 18.4%
•NTM P/E: 17.72x

7️⃣ $NKE Nike 🎽
•% Down From Highs: -48%
•LTM ROIC: 21.0%
•NTM P/E: 24.59x

8️⃣ $ZTS Zoetis 🐕
•% Down From Highs: -30%
•LTM ROIC: 26.2%
•NTM P/E: 29.08x

9️⃣ $FTNT Fortinet 🤖
•% Down From Highs: -23%
•LTM ROIC: 135.9%
•NTM P/E: 34.28x

1️⃣0️⃣ $VEEV Veeva Systems 💻
•% Down From Highs: -46%
•LTM ROIC: 10.7%
•NTM P/E: 29.43

#stocks #investing
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 8 Quality Stocks That Increased Normalized EPS ANNUALLY Since 2013 | LTM ROIC🧵

#stocks #investing https://t.co/t9IymrC9sY
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⁠CapMrkt KGB
Chorus Capital Credit Fund V (Feb-24)

https://t.co/rH6xXSvpDY
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⁠CapMrkt KGB
Elion Industrial Fund II (Feb-24)

https://t.co/RAqKbhh4LR
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⁠CapMrkt KGB
Thoma Bravo Discover V (May-24)

https://t.co/ZJx0Y17apg
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⁠CapMrkt KGB
Tenex Capital Partners IV

https://t.co/6HLtVcH0eA
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⁠CapMrkt KGB
Industry Ventures Partnership Holdings VII (Mar-24)

https://t.co/8t576jBPsQ
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⁠CapMrkt KGB
Shamrock Growth Fund VI & Clover Fund I (Apr-24)

https://t.co/fqFfWWghvO
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⁠Dimitry Nakhla | Babylon Capital®
$LOW has seen its long-term debt outpace net income growth over the past decade 🏚️🤔

Long-Term Debt CAGR: 13.25%

Net Income CAGR: 12.93%

#stocks #investing https://t.co/Azg6xlbbZV
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵

📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%

🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%

📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%

💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%

📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%

🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%

🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%

💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%

🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%

💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%

#stocks #investing
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