Quality Compounders in Information Technology
High-quality growth companies: high ROE, strong margins, and growing revenue. The rarest combination in the S&P 500.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
15 Companies Meeting Criteria
| # | Company | ROE | Profit Margin | Revenue Growth |
|---|---|---|---|---|
| 1 | FTNTFortinet | 254.9% | 28.6% | 14.2% |
| 2 | APPAppLovin | 192.1% | 45.3% | 70.0% |
| 3 | YOUClear Secure, Inc. | 121.3% | 20.8% | 16.9% |
| 4 | MSIMotorola Solutions | 90.9% | 18.7% | 8.0% |
| 5 | ADBEAdobe Inc. | 60.6% | 30.0% | 10.5% |
| 6 | PEGAPegasystems | 46.6% | 16.1% | 16.6% |
| 7 | APPFAppFolio | 40.8% | 22.5% | 19.7% |
| 8 | ADSKAutodesk | 38.4% | 16.1% | 17.5% |
| 9 | QLYSQualys | 35.7% | 29.0% | 10.1% |
| 10 | APHAmphenol | 30.5% | 18.2% | 51.7% |
| 11 | TXNTexas Instruments | 30.3% | 29.2% | 13.0% |
| 12 | ANETArista Networks | 28.2% | 39.7% | 28.6% |
| 13 | ATENA10 Networks, Inc. | 24.5% | 17.8% | 11.0% |
| 14 | BSYBentley Systems | 22.5% | 18.4% | 11.0% |
| 15 | CDNSCadence Design Systems | 20.4% | 20.3% | 14.1% |
Identifying Quality Compounders
Quality compounders are companies that simultaneously achieve high returns on equity, strong profit margins, and meaningful revenue growth. This rare combination suggests a business that can reinvest profits at high rates while expanding. These companies are often the long-term wealth creators in the stock market.
ROE > 20%, Profit Margin > 15%, Revenue Growth > 5%
Results are based on SEC EDGAR filings. Companies with missing, unreliable, or extreme outlier values are excluded from screening.
Related Rankings
See the top companies ranked by these related metrics