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R&D Breakthroughs Screen 29 Qualifying in UK

This screen 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.  As Jack Hough notes, "When a company announces a breakthrough drug or a sudden advance in computer-chip technology, its shares often soar right away. Imagine being able to foresee which companies are due for such lucrative discoveries". Specifcially, the screen looks for R&D investment levels that are increasing and which equal at least 5% of annual sales and 5% of total assets. It also looks for Price to R&D ratios that are below 20x. To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of Richard Sloan

Richard Sloan

Professor of Accounting, University of California (Berkeley). Amongst other research (e.g. R&D), he first identified the Accrual Anomaly.

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

by Jack Hough

We have no Product Description at this time.

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 -1.2% -5.1% -7.7% -0.6%
1 month 0.6% -7.3% 15.7% 1.5%
3 months 1.0% -10.5% - 0.2%
6 months 3.8% 17.9% - 4.0%
1 year 9.5% 36.4% - 3.2%
2 years 41.4% - - 14.8%
Annualised 16.6% 33.8% 199.0%
 
Risks
Max Drawdown -21.9% -18.2% -9.0%
Avg Holdings 24.6 24.7 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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29 Qualifying in

Ticker Name Mkt Cap £m P/R R&D % Growth R&D to Assets Sector
Subscriber Subscriber Technology  
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Subscriber Subscriber Consumer Cyclicals  
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Subscriber Subscriber Consumer Cyclicals  
Subscriber Subscriber Energy  
Subscriber Subscriber Healthcare  
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Subscriber Subscriber Technology  
Subscriber Subscriber Healthcare  
Subscriber Subscriber Healthcare  
Subscriber Subscriber Technology  
Subscriber Subscriber Industrials  
Subscriber Subscriber Healthcare  

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.