Key Statistics

EV/EBIT = 22.1x

ROE = 16.23%

Debt/Equity = 79%

FCF Yield = 4%

Dividend Yield = 1.4%

Market Cap = $49.84 billion

The Company

Nasdaq, Inc. (NDAQ) generates re…

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Key Statistics

EV/EBIT = 22.8x

ROE = 36.08%

Debt/Equity = 56%

FCF Yield = 4.6%

Dividend Yield = 1.47%

Market Cap = $268.84 billion

The Company

Qualcomm (QCOM) designs and licen…

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Key Statistics

EV/EBIT = 18.1x

ROE = 40.69%

Debt/Equity = 162%

FCF Yield = 3.7%

Dividend Yield = 2.04%

Market Cap = $158.86 billion

The Company

Union Pacific (UNP) is one of t…

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Key Statistics

EV/EBIT = 16.3x

ROE = 20.08%

Debt/Equity = 44%

FCF Yield = .5%

Dividend Yield = 0%

Market Cap = $4.01 billion

The Company

Trex Company (TREX) is the leading …

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Key Statistics

EV/EBIT = 20.59x

ROE = N/A*

Debt/Equity = N/A*

FCF Yield = 3.5%

Dividend Yield = 1.89%

Market Cap = $43.97 billion

*Yum Brands has more liabilities than as…

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Key Statistics

EV/EBIT = 22.2x

ROE = 14.68%

Debt/Equity = 117%

FCF Yield = 4.7%

Dividend Yield = 1.3%

Market Cap = $21.2 billion

The Company

Equifax (EFS) earns makes money by c…

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Key Statistics

EV/EBIT = 20.2x

ROE = 12.92%

Debt/Equity = 81%

FCF Yield = 5.2%

Dividend Yield = 2.14%

Market Cap = $66.79 billion

The Company

PACCAR (PCAR) is best known as…

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Key Statistics

EV/EBIT = 32.34x

ROE = 71.91%

Debt/Equity = 1231%

FCF Yield = 4.2%

Dividend Yield = 3.9%

Market Cap = $85.37 billion

The Company

American Tower Corporat…

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Key Statistics

EV/EBIT = 31.9x

ROE = 10.65%

Debt/Equity = 60%

FCF Yield = 2.2%

Dividend Yield = .49%

Market Cap = $38.09 billion

The Company

Martin Marietta Materials (MLM) i…

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Key Statistics

EV/EBIT = 9.7x

ROE = 49.4%

Debt/Equity = 90%

FCF Yield = 8.4%

Dividend Yield = 8.8%*

Market Cap = $2.56 billion

*The high trailing twelve month divid…

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Key Statistics

EV/EBIT = 12.88x

ROE = N/A*

Debt/Equity = N/A*

FCF Yield = 7.9%

Dividend Yield = 6.4%

Market Cap = $111.6 billion

*Altria has more debts than assets.

The Compa…

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Key Statistics

EV/EBIT = 18.7x

ROE = 34.33%

Debt/Equity = N/A*

FCF Yield = 2.6%

Dividend Yield = 0%

Market Cap = $54.6 billion

*Autozone has more liabilities than assets

The…

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Key Statistics

EV/EBIT = 26.1x

ROE = 8.92%

Debt/Equity = 24%

FCF Yield = 3.4%

Dividend Yield = 0%

Market Cap = $29.94 billion

The Company

Teledyne Technologies (TDY) is a …

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Key Statistics

EV/EBIT = 13.2x

ROE = 40.72%

Debt/Equity = 12%

FCF Yield = 5.5%

Dividend Yield = 0%

Market Cap = $3.34 billion

The Company

National Beverage Corp. (FIZZ) is a…

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Key Statistics

EV/EBIT = 18x

ROE = 42.43%

Debt/Equity = 151%

FCF Yield = 3.9%

Dividend Yield = 1.4%

Market Cap = $40.71 billion

The Company

eBay Inc. (EB…

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Key Statistics

EV/EBIT = 13.6x

ROE = 17.14%

Debt/Equity = 153%

FCF Yield = 3.8%

Dividend Yield = 4.9%

Market Cap = $55 billion

The Company

ONEOK (OKE) is a major U.S. midstream…

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Key Statistics

EV/EBIT = 15.6x

ROE = 73.8%

Debt/Equity = 70%

FCF Yield = 5.6%

Dividend Yield = 3.2%

Market Cap = $85.48 billion

The Company

Automatic Data Processing (…

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Mark Mahaney was an early analyst of internet companies in the late ‘90s and has continued to invest in these companies over the decades.

The book is interesting because it’s a real world account of a growth investor who endured both the internet bubble & financial crisis and has still put together a strong track record.

The book is structured into 10 individual lessons for tech oriented growth investors, which Matt & I go through on this podcast, one by one.

Links:

1. Nothing But Net: 10 Timeless Stock Picking Lessons from one of Wall Street’s Top Tech Analysts: https://www.amazon.com/Nothing-But-Net-Timeless-Stock-Picking-ebook/dp/B09889SCSY/

Disclaimer

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Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

Key Statistics

EV/EBIT = 37x

ROE = 18.6%

Debt/Equity = 28%

FCF Yield = 1.9%

Dividend Yield = .38%

Market Cap = $23.22 billion

The Company

Woodward (WWD) is a company that mo…

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Key Statistics

EV/EBIT = 46x

ROE = 31.7%

Debt/Equity = 0%

FCF Yield = 2.3%

Dividend Yield = 0%

Market Cap = $178.48 billion

The Company

Arista Networks (ANET) sells high-performance n…

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