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T Rowe Price Screen 91 Qualifying in UK

A GARP investing approach based on identifying companies with long-term prospects in their early stages before they become "glamour" stocks. Price looked for these characteristics in growth companies: At least a 10% return on invested capital Sustained high profit margins Superior growth of earnings per share. He also looked for: Superior research to develop products and markets. A lack of cutthroat competition. A comparative immunity from government regulation. Low total labor costs, but well-paid employees. To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of T Rowe Price

T Rowe Price

Growth investor and founder of T. Rowe Price Associates, a firm which has subsequently grown to manage assets of over $300 billion

Money Masters of Our Time

by John Train

Rowe Price died in 1983 and did not summarise his thinking in a book but there is an excellent summary of his thinking in John Train's "Money Masters".

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

  • P/E < P/E 5y Avg
  • P/E 5y Avg < 40
  • EPS Gwth % > Median
  • EPS 3y CAGR % > Median
  • EPS 5y CAGR % > Median
  • FCF > 0
  • ROA % > 10
  • Op Mgn % > Op Mgn % 5y Avg
  • Net Mgn % > Net Mgn % 5y Avg

Results are sorted by:

  • P/E in ascending order


And limited to the first 200 Results


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T Rowe Price Screen Graphical History in

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week -0.88% 1.18% -2.1%
1 month -0.11% 0.74% -0.9%
3 months -1.28% 1.61% -2.9%
6 months 3.11% 3.58% -0.5%
1 year 20.40% 3.86% 16.5%
2 years 30.72% 20.98% 9.7%
Since inception 50.93% 26.2% 24.7%
Annualised 16.96%

Risk

Maximum Drawdown-12.44%
Average No. of Holdings15.2
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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91 Qualifying in

Ticker Name P/E P/E 5y Avg EPS Gwth % EPS 3y CAGR % EPS 5y CAGR % FCF ROA % Op Mgn % Op Mgn % 5y Avg Net Mgn % Net Mgn % 5y Avg
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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.