Go to the Globe and Mail homepage

Jump to main navigationJump to main content


Sixteen North American stocks with strong profit growth Add to ...

Subscribers Only

What are we looking for?

Large-cap North American companies that exhibit growth characteristics across a series of profitability metrics and analyst estimates.

The screen

Today’s screen looks at companies headquartered in either Canada or the United States with a market capitalization of at least $1-billion (U.S.). Each company in our screen must have at least seven analysts covering the stock – an indicator of the overall size and attention garnered by the company. Next, two of Thomson Reuters’ proprietary StarMine models are shown – the Analyst Revisions model, which gives a ranking (out of 100) based on the changes in analyst sentiment for price and estimate targets, and the Earnings Quality ranking, which measures the sustainability of a company’s revenue stream. In both cases, we are looking for a ranking of at least 75.

Companies with strong profitability metrics

Company TickerMarket Cap ($Mil U.S.)Recent Price Close ($ Local Currency)No. of Analysts Analyst Revisions Model RankEarnings Quality RankEPS - Predicted SurpriseFwd EPS 5Y Growth*Trailing EPS 5Y Growth*
Advanced Energy IndustriesAEIS-Q3,10878.15787910.1%13.5%47.9%
Align Technology Inc.ALGN-Q11,520143.411396950.5%15.0%22.8%
Applied Materials Inc.AMAT-Q47,64944.342396980.2%19.7%62.5%
Arista Networks Inc.ANET-N10,784149.762776991.1%11.4%61.7%
Baxter Int'l Inc.BAX-N31,07157.151694880.5%10.1%19.2%
Canfor Corp.CFP-T1,89218.98681790.1%12.0%32.0%
Childrens Place Inc.PLCE-Q1,902107.701087960.1%11.3%16.2%
Dave & Buster's Ent. Inc.PLAY-Q2,88069.44979760.9%11.0%81.1%
Dollarama Inc.DOL-T10,580124.061682820.1%10.3%17.3%
Gartner Inc.IT-N10,801119.441197970.0%11.1%10.7%
Kinaxis Inc.KXS-T1,53781.881381950.0%15.3%20.1%
Lam Research Corp.LRCX-Q24,924154.512096970.3%15.9%43.1%
Masco Corp.MAS-N11,95137.422476790.9%11.9%68.0%
Nutrisystem Inc.NTRI-Q1,44048.15784950.1%14.8%146.3%
Thor Industries Inc.THO-N5,461103.841191780.4%10.9%24.9%
Ulta Beauty Inc.ULTA-Q18,673301.022480930.3%13.3%24.5%

Source: Thomson Reuters Eikon

*Annualized growth rates

Report Typo/Error

Follow us on Twitter: @GlobeInvestor

More Related to this Story


Next story




Most popular videos »

More from The Globe and Mail

Most popular