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R&D Breakthroughs Screen 38 Qualifying in UK

R&D Breakthroughs is a quality investing strategy inspired by a screen devised by US journalist Jack Hough, in his book, Your Next Great Stock. It is partly based on research by Louis Chan, Josef Lakonishok and Theodore Sougiannis in paper called The Stock Market Valuation of Research and Development Expenditures. The strategy filters a value screen with quality factors related to how much a company is investing in its future development. It uses the price-to-research ratio to find value and compares R&D investment in relation to growth, sales and assets. The strategy seeks to identify research-led businesses that are investing significantly in future development in order to try to identify their potential future growth before the market does. Louis Chan wrote: "The clearest evidence that high R&D plays a distinctive role arises from stocks with high R&D relative to the market value of equity. Their average return over the following three years is 6.12% per year."

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Your Next Great Stock: How to Screen the Market for Tomorrow's Top Performers

by Jack Hough

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

  • P/R < 20
  • R&D % Growth > 0
  • R&D to Sales > 5
  • R&D to Assets > 5

Results are sorted by:

  • P/R in ascending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week -1.0% -2.2% -3.5% -3.3%
1 month -3.4% -7.3% 1.2% -4.9%
3 months -0.5% -7.2% -3.2% -3.6%
6 months 0.1% -0.1% 8.7% 0.6%
1 year -12.1% -14.0% - -3.4%
2 years 19.1% 51.3% - 4.5%
Annualised 9.8% 21.7% 25.7%
 
Risks
Max Drawdown -21.9% -23.0% -25.6%
Avg Holdings 24.7 24.8 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.



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Ticker Name Mkt Cap £m P/R R&D % Growth R&D to Assets 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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