Fan of high returns on capital?
Here's a list of US companies sorted by the minimum their cash ROC was over the last 10 years. In other words, these companies consistently have high returns on capital.
Which do you like?
$.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $VeriSign(VRSN)$ $Manhattan Associates(MANH)$ $Domino's Pizza(DPZ)$ $Texas Pacific Land(TPL)$ $MasterCard(MA)$ $Robert Half(RHI)$ $Paychex(PAYX)$ $National Beverage(FIZZ)$ $Artisan Partners Asset Management(APAM)$ $eXp World Holdings, Inc.(EXPI)$ $Accenture PLC(ACN)$ $AutoZone(AZO)$ $IDEXX Laboratories(IDXX)$ $Rollins(ROL)$ $Home Depot(HD)$ $Automatic Data Processing Inc(ADP)$ $Philip Morris(PM)$ $Apple(AAPL)$ $SEI Investments(SEIC)$ $Buckle(BKE)$ $Frontier Asset Total International Equity ETF(FINT)$
Have you forecasted its future FCF per share?
My rough estimate is that it would be around $6 in 5 years time. So at today's share price ($222.84) that's a forward yield of 2.7%.
I'm personally finding more value elsewhere. But still keeping a watchful eye on it.
MA seems to check every box a long-term investor could have. I've held it for years.
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