Out of companies on this list, filter to companies that have moats on their business and generate high ROIC
6/6/2025 10:55am
Companies that possess strong moats and exhibit high Return on Invested Capital (ROIC) can be attractive investment candidates. Based on your interest in such companies, we should focus on stocks with the following characteristics:
1. **Strong Moat**
- Portra Investment action I give a buy rating for WiseTech Global ()() as I believe WTCHF has a very strong moat, and its growth story is clear.
2. **High ROIC**
- ROIC > 10%
- ROIC > 15%
However, none of the stocks on the list with these criteria. We should consider relaxing the ROIC threshold to ROIC > 10% to find suitable stocks. Additionally, we should also include companies that are undervalued based on their P/E and P/B ratios.
Here are the stocks that meet these criteria:
P/E Ratio < 15; P/B Ratio < 2
|code|stock code|stock name|Last Price|Last Change|P/E(TTM)[20250605]|Price to Book Ratio[20250605]|market_code|
|---|---|---|---|---|---|---|---|
|FMC|FMC.N|FMC|41.9|-0.804924|14.9723|1.118|169|
|FRAF|FRAF.O|Franklin Financial Services|36.45|-1.35318|14.9511|1.1515|186|
|PFSI|PFSI.N|PennyMac Financial|94.99|0.042127|14.9417|1.3335|169|
|APLE|APLE.N|Apple Hospitality|11.57|0.434028|14.9416|0.8894|169|
|ACU|ACU.A|Acme United|39.68|0.608519|14.9045|1.3821|170|
|CAC|CAC.O|Camden National|38.61|-0.515331|14.9026|1.0956|185|
|CCU|CCU.N|United Breweries|13.52|-2.028986|14.8846|1.6146|169|
|ANGI|ANGI.O|Angi|16.605|-2.2660389999999997|14.8762|0.7479|185|
|AUDC|AUDC.O|Audiocodes|9.48|0|14.8699|1.3793|185|
|ICFI|ICFI.O|ICF International|82.63|-0.5057189999999999|14.8489|1.6814|185|