Lubin Investment · Screener · Méthodologie

Acciones de calidad actualmente infravaloradas

Acciones de calidad cuya valoración (P/FCF, el precio respecto a la caja generada) está en la parte baja de su rango histórico. Una buena empresa a un precio razonable, el corazón de nuestro método.

#AcciónNota de calidadP/FCF
1Haemonetics Corp (HAE)10/1011.7x
2MercadoLibre Inc (MELI)10/106.9x
3Kinsale Capital Group Inc (KNSL)10/107.1x
4GoDaddy Inc (GDDY)10/108.4x
5Paylocity Holding Corp (PCTY)10/1017.6x
6Salesforce Inc (CRM)10/1013.2x
7Intuit Inc (INTU)10/1014.2x
8Mercury General Corp (MCY)10/104.0x
9Doximity Inc (DOCS)10/1018.4x
10Dropbox Inc (DBX)9/109.2x
11Genpact Ltd (G)9/109.6x
12Trade Desk Inc (TTD)9/1025.3x
13Adobe Inc (ADBE)9/1012.2x
14Bright Horizons Family Solutions Inc (BFAM)9/1013.3x
15Healthequity Inc (HQY)9/1018.1x
16Exlservice Holdings Inc (EXLS)9/1021.2x
17SAP SE (SAP)9/1025.8x
18Erie Indemnity Co (ERIE)9/1019.7x
19St Joe Co (JOE)9/1018.8x
20Stantec Inc. (STN)9/1010.7x
21SAP SE (SAP.DE)9/1022.5x
22Tradeweb Markets Inc (TW)9/1022.9x
23Fiserv Inc (FISV)9/107.7x
24Descartes Systems Group Inc (DSGX)9/1034.5x
25Pinnacle Financial Partners Inc (PNFP)9/106.5x
26Blackbaud Inc (BLKB)9/106.1x
27DocuSign Inc (DOCU)9/1021.0x
28Allegion PLC (ALLE)9/1017.2x
29Churchill Downs Inc (CHDN)9/107.7x
30Paycom Software Inc (PAYC)9/1019.6x
31Gold Fields Limited (GFI)9/1013.8x
32Yelp Inc (YELP)9/107.8x
33Pharming Group N.V. (PHAR)9/1016.6x
34Perfect Corp. (PERF)9/1012.0x
35PayPal Holdings Inc (PYPL)9/108.1x
36Factset Research Systems Inc (FDS)9/1015.2x
37Telecom Argentina SA (TEO)9/101.2x
38Research Solutions Inc (RSSS)9/1012.9x
39Banco Macro S.A. (BMA)8/100.0x
40Patria Investments Limited (PAX)8/107.1x
41Orla Mining Ltd. (ORLA)8/105.5x
42Copart Inc (CPRT)8/1022.0x
43Wheeler Real Estate Investment Trust Inc (WHLR)8/100.1x
44Visteon Corp (VC)8/1011.0x
45Trip.com Group Limited (TCOM)8/102.4x
46Accenture PLC (ACN)8/1010.5x
47Prairie Operating Co (PROP)8/100.5x
48CBAK Energy Technology Inc (CBAT)8/101.7x
49Alcon Inc. (ALC)8/1020.6x
50ANI Pharmaceuticals Inc (ANIP)8/1012.1x
51Kemper Corp (KMPR)8/103.2x
52B2Gold Corp. (BTG)8/106.9x
53Caledonia Mining Corporation Plc (CMCL)8/109.7x
54Lululemon Athletica Inc (LULU)8/1015.9x
55Globus Medical Inc (GMED)8/1019.3x
56Carter Bankshares Inc (CARE)8/101.9x
57Five Below Inc (FIVE)8/1022.4x
58Inter & Co, Inc. (INTR)8/100.4x
59Matador Resources Co (MTDR)8/103.1x
60Gentex Corp (GNTX)8/1012.3x
61Cognizant Technology Solutions Corp (CTSH)8/1011.0x
62SPS Commerce Inc (SPSC)8/1018.7x
63Wipro Limited (WIT)8/100.2x
64Sony Group Corporation (SONY)8/100.1x
65Omnicom Group Inc (OMC)8/107.4x
66Yum China Holdings Inc (YUMC)8/1016.9x
67Amphastar Pharmaceuticals, Inc (AMPH)8/108.1x
68Blue Owl Capital Corp (OBDC)8/102.0x
69SS&C Technologies Holdings Inc (SSNC)8/1011.8x
70Comcast Corp (CMCSA)8/104.5x
71Pegasystems Inc (PEGA)8/1017.3x
72Fidelity National Financial Inc (FNF)8/102.3x
73Brinks Co (BCO)8/108.0x
74Diamondrock Hospitality Co (DRH)8/1010.3x
75Zoetis Inc (ZTS)8/1016.3x
76Gartner Inc (IT)8/109.0x
77Prudential PLC (PUK)8/104.0x
78First Northwest Bancorp (FNWB)8/105.1x
79Teradata Corp (TDC)8/105.9x
80Morningstar Inc (MORN)8/1018.6x
81Agnico Eagle Mines Limited (AEM)8/1019.3x

Nuestra nota de calidad juzga la solidez del negocio con 10 criterios financieros objetivos (rentabilidad, crecimiento del flujo de caja libre, recompras, deuda, rendimiento del capital). El P/FCF (precio respecto al flujo de caja libre) indica si la acción está cara o barata. Método completo: nuestra metodología.

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