Datos población ESP

 

Pensiones en ESP

 

Embracer: precio objetivo tras las últimas operaciones

 

Semapa: precio objetivo

 

Excelentes fundamentales

Use these criteria to eliminate 98% of stocks: 

ROIC > 20%

Revenue growth > 9%

Free cash flow growth > 12%

Net Debt/FCF < 3x

FCF/Net Income > 90%

FCF Margin > 15%

15 stocks that match these criteria:

• Microsoft

• Novo Nordisk

• Visa

• Mastercard

• ASML

• Hermès

• Booking Holdings

• Arista Networks

• Ferrari

• Cintas

• Fortinet

• Copart

• Idexx

• MSCI

• Evolution AB

@QCompounding

200 años de bolsa EEUU: 71% años positivos

 

Cuota de mercado de coches eléctricos

 

Cash de las 7 magníficas

 

Tesla: drawdowns

 

Inditex: impresionante

 

Sector ciber seguridad

 

Renta per cápita

 

Reunión anual de Fundsmith

 

Deuda ESP

 

Celsius: cifras

 

Nagarro: estimación de valor

 @MeStockAnalyst

Las Granolas europeas

 

Sector defensa

 

Highest FCF Conversion

Here are 25 quality large caps with the highest FCF Conversion. The FCF Conversion ratio measures the % of net income that is converted into FCF. Formula: (FCF-SBC)/(Net income).

1. $EQT - EQT AB - 709%

2. $MELI - MercadoLibre - 452%

3. $ADYEN - Adyen - 253%

4. $CRM - Salesforce - 162%

5. $PTC - PTC - 158%

6. $GMAB - Genmab - 148%

7. $NEM - Nemetschek - 142%

8. $STMN - Straumann - 137%

9. $DECK - Deckers Outdoor - 136%

10. $MEDP - Medpace - 133%

11. $FTNT - Fortinet - 129%

12. $RGEN - Repligen - 125%

13. $NFLX - Netflix - 122%

14. $LULU - Lululemon - 122%

15. $PLTR - Palantir - 105%

16. $EVO - Evolution AB - 105%

17. $INTU - Intuit - 104%

18. $TREX - Trex - 104%

19. $BESI - BE Semiconductor - 103%

20. $MORN - Morningstar - 102%

21. $V - Visa - 102%

22. $VACN - VAT Group - 102%

23. $MPWR - Monolithic Power - 101%

24. $MA - Mastercard - 99.6%

25. $MSCI - MSCI - 99.3%

Source: @KoyfinCharts

Quality criteria:

- Revenue & EPS next 3Y >10%

- FCF+

- ROIC >0%

- Altman Z >3

- Gross Profit Margin >40%

- Net Income Margin >5%

- Marketcap >$10B

A FCF conversion ratio above 100% indicates that a company's cash flow from operations is exceeding its net income, implying that it is generating more cash than it is reporting in profits. This can suggest efficient management of working capital, effective cost control, or potentially conservative accounting practices. It may also signal strong cash flow sustainability and the ability to fund investments, dividends, or debt reduction without relying heavily on external financing.

27 stocks in the S&P 500 with a 2024 net profit margin above 30%

🏨 Vici Properties $VICI 72.8%

💰 CME $CME 55.9%

💳 Visa $V 55.2%

💰 Blackstone $BX 52.0%

🎮 NVidia $NVDA 51.6%

💻 Verisign $VRSN 50.6%

💳 Mastercard $MA 47.1%

🚬 Altria $MO 42.6%

🏨 Public Storage $PSA 39.8%

🏨 Simon Property $SPG 39.2%

💰 MSCI $MSCI 38.4%

🏨 Extra Space Storage $EXR 36.8%

🛢️ Diamonback Energy $FANG 36.7%

💊 Vertex Pharma $VRTX 36.2%

💻 Microsoft $MSFT 35.5%

🏨 Prologis $PLD 33.6%

☁️ Arista $ANET 33.4%

🚗 Copart $CPRT 33.3%

🍔 McDonald's $MCD 33.1%

💰 Marketaxess $MKTX 33.0%

📱 Meta $META 32.7%

☀️ First Solar $FSLR 32.4%

💻 Paychex $PAYX 32.1%

💊 Merck&Co $MRK 30.8%

💻 Verisk $VRSK 30.4%

💰 Fair Isaac $FICO 30.3%

💰 Blackrock $BLK 30.0%

Ercros: valoración

 

PIB de países de África

 

SP500: línea de tendencia

 

Balance FED vs oro

Aumento del balance de la Reserva Federal (azul) frente al precio del oro (naranja). 

(Macrotrends)

Tesla: cifras y escenarios

 

Ratio mineras de oro/oro

 

Bitcoin: estadísticas

 

Top 30 empresas mundiales

 

SP500 histórico mensual