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Philip Fisher Growth Screen 37 Qualifying in UK

Philip Fisher Growth is a growth investing strategy inspired by the approach of legendary US investor Philip Fisher, who wrote Common Stocks and Uncommon Profits. The strategy is based on his 15 point checklist for finding growth stocks. It looks for a track record of strong sales growth, above average net margins and a low price-to-earnings growth rate over five years. Philip Fisher wrote: "If the right stocks are bought and held long enough they will always produce some profit. Usually they produce a handsome profit." His most famous investment was stock in Motorola, which he acquired in 1955 and held until his death, during which time the shares grew 20-fold. Philip Fisher's investment management firm is now headed by his son, the highly regarded value investor, Ken Fisher, whose stock picking strategy is also tracked by Stockopedia. To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of Philip Fisher

Philip Fisher

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

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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Performance Tracking


Returns FTSE 100
1 week 0.4% -2.0% 0.9% 0.5%
1 month 4.9% -2.9% -1.4% -0.5%
3 months 11.1% 2.9% 7.5% 1.2%
6 months 17.3% 4.8% 12.0% 4.5%
1 year 7.5% 2.3% - 3.2%
2 years 28.4% 16.7% - 5.7%
Annualised 13.6% 8.0% 30.9%
 
Risks
Max Drawdown -19.6% -14.7% -7.9%
Avg Holdings 22 24.9 25
Diversification Good Good Good

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



Please subscribe to see the companies that qualify for this independent study of the Philip Fisher Growth Screen Strategy.
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Ticker Name Mkt Cap £m Sales 5y CAGR % Sales Gwth Streak Net Mgn % PEG (5y Gwth) Sector
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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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