Forum Topics Rule of 40 - AU vs US
edgescape
Added a month ago

Been doing a bit of work on screening using the Rule of 40. What is surprising is that there are not many tools out there that do this.

So I had to come up with another way of filtering all the stocks with 15% growth or more, Operating and Ebitda margin of -20% just to get a "good list" for AU stocks

The reason why RHC is in there is because it is in the same sector as PME. If I don't select "healthcare providers", PME disappears.

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CAT and SDR is near the bottom. CAT actually has a EBITDA margin of 13% but the screener for some reason won't print EBITDA margin.

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But the point I want to make is the US list has much bigger numbers. Then I think to myself, why should I buy CAT, SDR,, HUB, PME, HSN or GTK when I can select some of these in the US?

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HIMS has to be my fave out of the lot with such a heavy twitter following!


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edgescape
Added a month ago

Surprisingly there are a few on the list from China (PDD - Pindoudou, Futu), a few from Brazil and Africa (Mercadolibre, StoneCo) and Kazakhstan (Freedom) with decent market caps

Freedom has a decent uptrend chart but not sure if I want to put my money in a company based in Kazakhstan.

Not sure how to filter these out but anyway looking afield on the US market does help put things in perspective versus the Aussie market...

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edgescape
Added 6 days ago

Nice. Looks like I found a platform with Rule of 40 screener.

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I'm not sure if that list is really correct though. Did not expect WRK to be there so need time to validate the screener on this site (Fin box)

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