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T Rowe Price Screen 200 Qualifying

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.

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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 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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Performance Tracking


Returns FTSE 100
1 week -3.7% -3.5% -1.8% 2.9% 1.8% -1.3% -4.4% -0.8%
1 month -1.9% -6.8% 12.6% -5.4% 4.9% -3.9% -4.6% 0.8%
3 months -5.3% -4.1% 9.5% 10.7% 21.5% 5.5% -4.2% -1.9%
6 months -7.9% 11.2% 23.7% 23.5% 25.2% 18.9% 16.3% 8.7%
1 year -13.9% 5.7% 24.9% - - - - 8.2%
2 years -0.7% 14.6% 22.5% - - - - 0.1%
Annualised 6.8% 8.4% 12.9% 36.3% 51.3% 39.7% 25.5%
 
Risks
Max Drawdown -30.6% -28.1% -19.2% -14.4% -9.6% -8.9% -11.5%
Avg Holdings 15.1 24 25 3.1 3.4 25 9.9
Diversification Good Good Good Low Low Good Moderate

 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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200 Qualifying

Ticker Name Mkt Cap £m P/E P/E 5y Avg EPS Gwth % EPS 3y CAGR % EPS 5y CAGR % FCF ROA % Op Mgn % Op Mgn % 5y Avg Op Mgn % 5y Avg Net Mgn % Net Mgn % Net Mgn % 5y Avg Net Mgn % 5y Avg Flag
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Subscriber Subscriber Sweden
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Subscriber Subscriber Taiwan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Poland
Subscriber Subscriber Hong Kong
Subscriber Subscriber India
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Subscriber Subscriber United States
Subscriber Subscriber India
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Subscriber Subscriber United States
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Singapore
Subscriber Subscriber Korea, Republic of
Subscriber Subscriber Australia
Subscriber Subscriber Singapore
Subscriber Subscriber Singapore
Subscriber Subscriber France
Subscriber Subscriber Canada
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