Duplicate

T Rowe Price Screen 20 Qualifying in UK

Thomas Rowe Price Jr Growth is a growth-at-a-reasonable-price investing strategy based on the approach of US fund manager Thomas Rowe Price, Jr. It combines growth and value rules, with a focus on improving earnings, margins and positive cashflow together with a reasonable price-to-earnings ratio. Rowe Price said: "A forward-looking investor must be able to reasonably assess and evaluate the currents and the tides and be prepared to reckon with winds or storms, which are unpredictable." A screen based on these rules tracked by the American Association of Individual Investors returned 22.6% in the five years to 2015. Rowe Price founded his own investment firm T.Rowe Price Associates in 1937, which today manages in excess of $730bn of assets.

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


Can these rules be improved? Submit a suggestion »
Want to make your own version? Create a Fork!

Performance Tracking


Returns FTSE 100
1 week -1.4% -0.7% 0.6% -10.0%
1 month -0.9% -1.9% -0.9% -11.4%
3 months -4.6% -4.5% -9.8% -16.1%
6 months 8.8% 0.9% -6.3% -14.7%
1 year 7.9% 0.6% 0.1% -12.9%
2 years 25.0% 12.5% - -8.5%
Annualised 14.5% 9.6% 2.7%
 
Risks
Max Drawdown -14.7% -13.7% -18.9%
Avg Holdings 14.4 24.6 25
Diversification Moderate 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 T Rowe Price Screen Strategy.
Plans start from as little as 25 per month. 14 day FREE TRIAL available.

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
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber
Subscriber Subscriber

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.



Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis
Foliobuilder