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Growth at a Reasonable Price Screen 5 Qualifying in UK


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This is a strategy that aims to highlight companies showing growth at a reasonable price.  This is a mix of value and growth investing often abbreviated as 'GARP'.   GARP investors typically target more sustainable growth rates of 10% – 20%, as opposed to an aggressive growth investor who might target 25%+ growth rates. GARP investors also tend to focus on a company having a high return on capital (especially relative to their industry average) as an indication of superior potential. You can read more here.


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Smarter Stock Picking: Using Strategies from the Professionals to Improve Your Returns

by David Stevenson

This screen implements the generic GARP approach outlined in David Stevenson's excellent book, "Smarter Stock Picking".

This screen is based on a UK dataset. It uses the following criteria:

  • Mkt Cap £m < 500
  • EPS 3y CAGR % > 10
  • EPS 5y CAGR % > 10
  • P/E < Median
  • P/E < 20
  • EPS > 0
  • ROCE % > 12
  • ROCE % > ROCE % PTTM
  • Net Mgn % > Net Mgn % 1y Ago
  • RS 1y > 0

Results are sorted by:

  • RS 1y in descending order


And limited to the first 200 Results

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Growth at a Reasonable Price Screen Graphical History

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week 2.90% 1.97% 0.9%
1 month 5.09% 7.46% -2.4%
3 months 6.15% 5.90% 0.3%
6 months 18.44% 17.74% 0.7%
1 year 22.59% 28.25% -5.7%
Since inception 32.86% 25.9% 7.0%
Annualised 21.93%

Risk

Maximum Drawdown-9.55%
Average No. of Holdings7.5
Diversification LevelLow

 Chart based on an equal weighted portfolio of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.


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5 Qualifying in

Ticker Name Mkt Cap £m Sector EPS 3y CAGR % EPS 5y CAGR % P/E ROCE % ROCE % PTTM Net Mgn % Net Mgn % 1y Ago RS 1y
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Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.



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