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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 »

Picture of Richard Sloan

About 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

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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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R&D Breakthroughs Screen Graphical History in

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week -0.09% 1.49% -1.6%
1 month -2.21% 1.90% -4.1%
3 months 0.41% -2.23% 2.6%
6 months 6.44% 0.41% 6.0%
1 year 28.86% 6.29% 22.6%
2 years 26.75% 15.76% 11.0%
Since inception 46.05% 24.5% 21.6%
Annualised 17.44%

Risk

Maximum Drawdown-21.85%
Average No. of Holdings24.6
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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29 Qualifying in

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.