Collection spotlight

Cash compounding

Businesses converting revenue into free cash flow with disciplined reinvestment.

  • FCF yield ≥ 3.0%
  • Operating margin ≥ 12.0%

Stock ideas

Stocks for cash compounding

  1. SBI Holdings, Inc. 8473.T Financial Services
    $3507.00

    FCF yield: 121.0% • Operating margin: 20.3% • ROIC: 1.8%

    FCF yield
    121.0%
    Operating margin
    20.3%
    ROIC
    1.8%
  2. China Life Insurance Company Limited 2628.HK Financial Services
    $31.90

    FCF yield: 96.1% • Operating margin: 22.5% • ROIC: 1.5%

    FCF yield
    96.1%
    Operating margin
    22.5%
    ROIC
    1.5%
  3. Agricultural Bank of China Limited 1288.HK Financial Services
    $5.50

    FCF yield: 91.3% • Operating margin: 67.3% • ROIC: 3.1%

    FCF yield
    91.3%
    Operating margin
    67.3%
    ROIC
    3.1%
  4. Rakuten Group, Inc. 4755.T Consumer Cyclical
    $1007.00

    FCF yield: 51.4% • Operating margin: 2.3% • ROIC: 105.0%

    FCF yield
    51.4%
    Operating margin
    2.3%
    ROIC
    105.0%
  5. $71.75

    FCF yield: 48.0% • Operating margin: 18.6% • ROIC: 136.0%

    FCF yield
    48.0%
    Operating margin
    18.6%
    ROIC
    136.0%
  6. Bank of China Limited 3988.HK Financial Services
    $4.45

    FCF yield: 47.7% • Operating margin: 65.9% • ROIC: 3.6%

    FCF yield
    47.7%
    Operating margin
    65.9%
    ROIC
    3.6%
  7. China Merchants Bank Co., Ltd. 3968.HK Financial Services
    $51.55

    FCF yield: 43.5% • Operating margin: 35.9% • ROIC: 3.3%

    FCF yield
    43.5%
    Operating margin
    35.9%
    ROIC
    3.3%
  8. Seibu Holdings Inc. 9024.T Industrials
    $4422.00

    FCF yield: 38.8% • Operating margin: 32.5% • ROIC: 4.1%

    FCF yield
    38.8%
    Operating margin
    32.5%
    ROIC
    4.1%
  9. HSBC Holdings plc 0005.HK Financial Services
    $127.10

    FCF yield: 34.3% • Operating margin: 49.7% • ROIC: 2.2%

    FCF yield
    34.3%
    Operating margin
    49.7%
    ROIC
    2.2%
  10. ORIX Corporation 8591.T Financial Services
    $4689.00

    FCF yield: 34.1% • Operating margin: 11.5% • ROIC: 1.9%

    FCF yield
    34.1%
    Operating margin
    11.5%
    ROIC
    1.9%
  11. Fukuoka Financial Group, Inc. 8354.T Financial Services
    $5343.00

    FCF yield: 33.6% • Operating margin: 24.3% • ROIC: 58.0%

    FCF yield
    33.6%
    Operating margin
    24.3%
    ROIC
    58.0%
  12. $6.16

    FCF yield: 31.2% • Operating margin: 74.0% • ROIC: 4.7%

    FCF yield
    31.2%
    Operating margin
    74.0%
    ROIC
    4.7%
  13. Sumitomo Mitsui Financial Group, Inc. 8316.T Financial Services
    $5247.00

    FCF yield: 31.0% • Operating margin: 17.6% • ROIC: 133.0%

    FCF yield
    31.0%
    Operating margin
    17.6%
    ROIC
    133.0%
  14. IDBI Bank Limited IDBI.BO Financial Services
    $110.30

    FCF yield: 30.5% • Operating margin: 23.5% • ROIC: -2.3%

    FCF yield
    30.5%
    Operating margin
    23.5%
    ROIC
    -2.3%
  15. IDBI Bank Limited IDBI.NS Financial Services
    $107.26

    FCF yield: 30.5% • Operating margin: 23.5% • ROIC: -2.3%

    FCF yield
    30.5%
    Operating margin
    23.5%
    ROIC
    -2.3%
  16. Idemitsu Kosan Co.,Ltd. 5019.T Energy
    $1194.50

    FCF yield: 27.7% • Operating margin: 1.8% • ROIC: -87.0%

    FCF yield
    27.7%
    Operating margin
    1.8%
    ROIC
    -87.0%
  17. Bank of Baroda Limited BANKBARODA.NS Financial Services
    $306.80

    FCF yield: 24.2% • Operating margin: 25.1% • ROIC: 6.5%

    FCF yield
    24.2%
    Operating margin
    25.1%
    ROIC
    6.5%
  18. Bank of Baroda Limited BANKBARODA.BO Financial Services
    $305.05

    FCF yield: 24.2% • Operating margin: 25.1% • ROIC: 6.5%

    FCF yield
    24.2%
    Operating margin
    25.1%
    ROIC
    6.5%
  19. Resona Holdings, Inc. 8308.T Financial Services
    $1616.50

    FCF yield: 23.9% • Operating margin: 28.9% • ROIC: 106.0%

    FCF yield
    23.9%
    Operating margin
    28.9%
    ROIC
    106.0%
  20. Mitsubishi Chemical Group Corporation 4188.T Basic Materials
    $960.90

    FCF yield: 22.7% • Operating margin: 4.5% • ROIC: 5.8%

    FCF yield
    22.7%
    Operating margin
    4.5%
    ROIC
    5.8%
  21. Tata Motors Limited TMCV.BO Consumer Cyclical
    $427.60

    FCF yield: 20.8% • Operating margin: 93.0% • ROIC: 3.6%

    FCF yield
    20.8%
    Operating margin
    93.0%
    ROIC
    3.6%
  22. Kioxia Holdings Corp. 285A.T Technology
    $13180.00

    FCF yield: 20.2% • Operating margin: 25.9% • ROIC: 5.9%

    FCF yield
    20.2%
    Operating margin
    25.9%
    ROIC
    5.9%
  23. China Construction Bank Corporation 0939.HK Financial Services
    $7.65

    FCF yield: 19.4% • Operating margin: 65.1% • ROIC: 9.2%

    FCF yield
    19.4%
    Operating margin
    65.1%
    ROIC
    9.2%
  24. Punjab National Bank PNB.NS Financial Services
    $125.92

    FCF yield: 18.9% • Operating margin: 18.5% • ROIC: -52.0%

    FCF yield
    18.9%
    Operating margin
    18.5%
    ROIC
    -52.0%
  25. Punjab National Bank PNB.BO Financial Services
    $125.40

    FCF yield: 18.9% • Operating margin: 18.5% • ROIC: -52.0%

    FCF yield
    18.9%
    Operating margin
    18.5%
    ROIC
    -52.0%
  26. Mitsui Kinzoku Co., Ltd. 5706.T Basic Materials
    $19835.00

    FCF yield: 18.4% • Operating margin: 10.5% • ROIC: 4.4%

    FCF yield
    18.4%
    Operating margin
    10.5%
    ROIC
    4.4%
  27. Union Bank of India UNIONBANK.BO Financial Services
    $166.10

    FCF yield: 17.6% • Operating margin: 18.1% • ROIC: 33.0%

    FCF yield
    17.6%
    Operating margin
    18.1%
    ROIC
    33.0%
  28. Union Bank of India UNIONBANK.NS Financial Services
    $164.67

    FCF yield: 17.6% • Operating margin: 18.1% • ROIC: 33.0%

    FCF yield
    17.6%
    Operating margin
    18.1%
    ROIC
    33.0%
  29. SBI Life Insurance Company Limited SBILIFE.NS Financial Services
    $2062.20

    FCF yield: 16.4% • Operating margin: 123.0% • ROIC: 2.4%

    FCF yield
    16.4%
    Operating margin
    123.0%
    ROIC
    2.4%
  30. Inpex Corporation 1605.T Energy
    $3051.00

    FCF yield: 14.5% • Operating margin: 51.3% • ROIC: -76.0%

    FCF yield
    14.5%
    Operating margin
    51.3%
    ROIC
    -76.0%
  31. Toyota Tsusho Corporation 8015.T Industrials
    $5518.00

    FCF yield: 13.9% • Operating margin: 4.6% • ROIC: 3.2%

    FCF yield
    13.9%
    Operating margin
    4.6%
    ROIC
    3.2%
  32. Nippon Yusen Kabushiki Kaisha 9101.T Industrials
    $5274.00

    FCF yield: 13.8% • Operating margin: 8.1% • ROIC: 110.0%

    FCF yield
    13.8%
    Operating margin
    8.1%
    ROIC
    110.0%
  33. Bridgestone Corporation 5108.T Consumer Cyclical
    $3550.00

    FCF yield: 13.7% • Operating margin: 10.7% • ROIC: 10.3%

    FCF yield
    13.7%
    Operating margin
    10.7%
    ROIC
    10.3%
  34. Shimizu Corporation 1803.T Industrials
    $2727.50

    FCF yield: 13.6% • Operating margin: 3.6% • ROIC: 7.0%

    FCF yield
    13.6%
    Operating margin
    3.6%
    ROIC
    7.0%
  35. Indus Towers Limited INDUSTOWER.BO Communication Services
    $441.85

    FCF yield: 13.5% • Operating margin: 48.0% • ROIC: 8.9%

    FCF yield
    13.5%
    Operating margin
    48.0%
    ROIC
    8.9%
  36. Indus Towers Limited INDUSTOWER.NS Communication Services
    $429.40

    FCF yield: 13.5% • Operating margin: 48.0% • ROIC: 8.9%

    FCF yield
    13.5%
    Operating margin
    48.0%
    ROIC
    8.9%
  37. ENEOS Holdings, Inc. 5020.T Energy
    $1148.50

    FCF yield: 13.3% • Operating margin: 2.0% • ROIC: -117.0%

    FCF yield
    13.3%
    Operating margin
    2.0%
    ROIC
    -117.0%
  38. Shizuoka Financial Group,Inc. 5831.T Financial Services
    $2559.50

    FCF yield: 13.0% • Operating margin: 34.6% • ROIC: -0.0%

    FCF yield
    13.0%
    Operating margin
    34.6%
    ROIC
    -0.0%
  39. Vedanta Limited VEDL.NS Basic Materials
    $623.70

    FCF yield: 12.7% • Operating margin: 47.0% • ROIC: 11.3%

    FCF yield
    12.7%
    Operating margin
    47.0%
    ROIC
    11.3%
  40. Vedanta Limited VEDL.BO Basic Materials
    $616.95

    FCF yield: 12.7% • Operating margin: 47.0% • ROIC: 11.3%

    FCF yield
    12.7%
    Operating margin
    47.0%
    ROIC
    11.3%
  41. MS&AD Insurance Group Holdings, Inc. 8725.T Financial Services
    $3794.00

    FCF yield: 12.7% • Operating margin: 14.3% • ROIC: 99.0%

    FCF yield
    12.7%
    Operating margin
    14.3%
    ROIC
    99.0%
  42. Dai-ichi Life Holdings, Inc. 8750.T Financial Services
    $1365.00

    FCF yield: 12.7% • Operating margin: 6.9% • ROIC: 36.0%

    FCF yield
    12.7%
    Operating margin
    6.9%
    ROIC
    36.0%
  43. Sompo Holdings, Inc. 8630.T Financial Services
    $5567.00

    FCF yield: 12.5% • Operating margin: 7.4% • ROIC: 1.8%

    FCF yield
    12.5%
    Operating margin
    7.4%
    ROIC
    1.8%
  44. Axis Bank Limited AXISBANK.NS Financial Services
    $1287.60

    FCF yield: 12.5% • Operating margin: 23.6% • ROIC: 15.9%

    FCF yield
    12.5%
    Operating margin
    23.6%
    ROIC
    15.9%
  45. Axis Bank Limited AXISBANK.BO Financial Services
    $1274.30

    FCF yield: 12.5% • Operating margin: 23.6% • ROIC: 15.9%

    FCF yield
    12.5%
    Operating margin
    23.6%
    ROIC
    15.9%
  46. Sumitomo Corporation 8053.T Industrials
    $5666.00

    FCF yield: 12.5% • Operating margin: 5.5% • ROIC: 115.0%

    FCF yield
    12.5%
    Operating margin
    5.5%
    ROIC
    115.0%
  47. Mitsubishi Corporation 8058.T Industrials
    $3778.00

    FCF yield: 12.1% • Operating margin: 2.0% • ROIC: 69.0%

    FCF yield
    12.1%
    Operating margin
    2.0%
    ROIC
    69.0%
  48. ANA Holdings Inc. 9202.T Industrials
    $3029.00

    FCF yield: 12.0% • Operating margin: 8.7% • ROIC: 4.7%

    FCF yield
    12.0%
    Operating margin
    8.7%
    ROIC
    4.7%
  49. Tokio Marine Holdings, Inc. 8766.T Financial Services
    $5896.00

    FCF yield: 11.8% • Operating margin: 19.1% • ROIC: 0.0%

    FCF yield
    11.8%
    Operating margin
    19.1%
    ROIC
    0.0%
  50. Asahi Group Holdings, Ltd. 2502.T Consumer Defensive
    $1659.50

    FCF yield: 11.8% • Operating margin: 9.7% • ROIC: 6.2%

    FCF yield
    11.8%
    Operating margin
    9.7%
    ROIC
    6.2%
  51. Subaru Corporation 7270.T Consumer Cyclical
    $3372.00

    FCF yield: 11.6% • Operating margin: 8.7% • ROIC: 23.3%

    FCF yield
    11.6%
    Operating margin
    8.7%
    ROIC
    23.3%
  52. $4892.00

    FCF yield: 11.6% • Operating margin: 11.3% • ROIC: 2.0%

    FCF yield
    11.6%
    Operating margin
    11.3%
    ROIC
    2.0%
  53. Niterra Co., Ltd. 5334.T Consumer Cyclical
    $7088.00

    FCF yield: 11.4% • Operating margin: 19.1% • ROIC: 10.2%

    FCF yield
    11.4%
    Operating margin
    19.1%
    ROIC
    10.2%
  54. LY Corporation 4689.T Communication Services
    $415.60

    FCF yield: 11.3% • Operating margin: 14.2% • ROIC: 17.3%

    FCF yield
    11.3%
    Operating margin
    14.2%
    ROIC
    17.3%
  55. Nippon Steel Corporation 5401.T Basic Materials
    $651.40

    FCF yield: 11.3% • Operating margin: 6.4% • ROIC: 2.1%

    FCF yield
    11.3%
    Operating margin
    6.4%
    ROIC
    2.1%
  56. FCF yield: 11.3% • Operating margin: 16.9% • ROIC: 11.3%

    FCF yield
    11.3%
    Operating margin
    16.9%
    ROIC
    11.3%
  57. FCF yield: 11.3% • Operating margin: 16.9% • ROIC: 11.3%

    FCF yield
    11.3%
    Operating margin
    16.9%
    ROIC
    11.3%
  58. InterGlobe Aviation Limited INDIGO.NS Industrials
    $5105.00

    FCF yield: 11.2% • Operating margin: 13.4% • ROIC: 20.0%

    FCF yield
    11.2%
    Operating margin
    13.4%
    ROIC
    20.0%
  59. InterGlobe Aviation Limited INDIGO.BO Industrials
    $4819.35

    FCF yield: 11.2% • Operating margin: 13.4% • ROIC: 20.0%

    FCF yield
    11.2%
    Operating margin
    13.4%
    ROIC
    20.0%
  60. $4966.00

    FCF yield: 10.9% • Operating margin: 13.7% • ROIC: 3.8%

    FCF yield
    10.9%
    Operating margin
    13.7%
    ROIC
    3.8%

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