RT Patient Investor
Stocks with 20%+ ROIC trading below 20x earnings:

1. Meta $META:
ROIC: 28%
PE: 18x

2. Adobe $ADBE:
ROIC: 49%
PE: 10x

3. Booking $BKNG:
ROIC: 56%
PE: 14x

4. Copart $CPRT:
ROIC: 25%
PE: 19x

5. McDonald's $MCD:
ROIC: 28%
PE: 19x

6. Home Depot $HD:
ROIC: 25%
PE: 19x

Stocks with 20%+ ROIC trading below 20x earnings:

1. HP $HPQ
ROIC: 35%
PE: 6x

2. Adobe $ADBE
ROIC: 50%
PE: 10x

3. Booking Holdings $BKNG
ROIC: 40%
PE: 15x

4. Lululemon $LULU
ROIC: 38%
PE: 13x

5. Lowe's $LOW
ROIC: 38%
PE: 13x

6. Constellation Software $CSU
ROIC: 20%
PE: 16x

RT Patient Investor
Stocks with 20%+ ROIC trading below 20x earnings:

1. Adobe $ADBE:
ROIC: 41%
PE: 11x

2. Lululemon $LULU:
ROIC: 38%
PE: 15x

3. Booking Holdings $BKNG:
ROIC: 45%
PE: 15x

4. Novo Nordisk $NVO:
ROIC: 42%
PE: 13x

5. Kaspi $KSPI:
ROIC: 80%
PE: 5x

6. NVR $NVR:
ROIC: 36%
PE: 19x

Quality companies in a large drawdown

$SAP | SAP
$SOFI | SOFI
$SE | Sea Ltd
$TOI.V | Topicus
$APP | AppLovin
$MCO | Moody's
$MSFT | Microsoft
$CRM | Salesforce
$SPGI | S&P Global
$PME | Pro Medicus
$NOW | ServiceNow
$HIMS | Hims & Hers
$NVO | Novo Nordisk
$MELI | MercadoLibre
$TTD | The Trade Desk
$GRAB | Grab Holdings
$AXON | Axon Enterprise
$BKNG | Booking Holdings
$UBER | Uber Technologies
$UNH | UnitedHealth Group
$CEG | Constellation Energy
$CSU | Constellation Software

One company does not belong here, can you see which one?

RT TacticzHazel
Quality companies in a large drawdown

$SAP | SAP
$SOFI | SOFI
$SE | Sea Ltd
$TOI.V | Topicus
$APP | AppLovin
$MCO | Moody's
$MSFT | Microsoft
$CRM | Salesforce
$SPGI | S&P Global
$PME | Pro Medicus
$NOW | ServiceNow
$HIMS | Hims & Hers
$NVO | Novo Nordisk
$MELI | MercadoLibre
$TTD | The Trade Desk
$GRAB | Grab Holdings
$AXON | Axon Enterprise
$BKNG | Booking Holdings
$UBER | Uber Technologies
$UNH | UnitedHealth Group
$CEG | Constellation Energy
$CSU | Constellation Software

One company does not belong here, can you see which one?