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Philip Fisher Growth Screen 22 Qualifying in UK


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This is a growth screen based on the approach of the late Phil Fisher, one of the great investors of all time and the author of the classic book Common Stocks and Uncommon Profits. Fisher started his money management firm, Fisher & Co., in 1931 and over the next seven decades made tremendous amounts of money for his clients. Philip Fisher had a famous 15 point checklist for investing in stocks. Even though it includes numerous qualitative factors, it's possible to glean some key quantitative criteria too: Consistently strong profitability; Consistent sales growth; Growth exceeding industry norms; Little or no dividend payout; and Reasonable price compared to future growth prospects You can read more about Philip Fisher's approach here. To learn more about this strategy please click here »

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About Philip Fisher

Pioneer of growth investing. Author of 'Common Stocks and Uncommon Profits'


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Common Stocks and Uncommon Profits and Other Writings

by Philip A. Fisher

Widely respected and admired, Philip Fisher is among the most influential investors of all time. His investment philosophies are not only studied and applied by financiers and investors, but are also regarded by many as gospel. This book also includes the perspectives of the author's son Ken Fisher. Note:Publishing date might be 1996 in few copies and those are same as 2003 edition

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

  • Sales 5y CAGR % > Median
  • Sales Gwth Streak > 2
  • Net Mgn % > Median
  • PEG (5y Gwth) < 0.5

Results are sorted by:

  • PEG (5y Gwth) in ascending order


And limited to the first 200 Results

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Philip Fisher Growth Screen Graphical History in

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week 1.38% 2.31% -0.9%
1 month 1.92% 8.81% -6.9%
3 months -6.77% 7.23% -14.0%
6 months -0.40% 18.92% -19.3%
1 year 10.06% 28.95% -18.9%
Since inception 22.35% 27.5% -5.2%
Annualised 15.06%

Risk

Maximum Drawdown-12.93%
Average No. of Holdings21.6
Diversification LevelGood

 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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22 Qualifying in

Ticker Name Mkt Cap £m Sales 5y CAGR % Sales Gwth Streak Net Mgn % PEG (5y Gwth) Sector
Subscriber Subscriber Industrials  
Subscriber Subscriber Consumer Cyclicals  
Subscriber Subscriber Basic Materials  
Subscriber Subscriber Consumer Cyclicals  
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Subscriber Subscriber Financials  
Subscriber Subscriber Financials  
Subscriber Subscriber Energy  
Subscriber Subscriber Basic Materials  
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Subscriber Subscriber Consumer Cyclicals  
Subscriber Subscriber Healthcare  
Subscriber Subscriber Healthcare  
Subscriber Subscriber Technology  
Subscriber Subscriber Industrials  
Subscriber Subscriber Healthcare  
Subscriber Subscriber Industrials  
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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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