⚖️ Business Overview Key Metrics Total: 10/17 +2 ✅ Projected Operating Margin: 26.18% +0 ⚠️ Projected 5-Year Revenue CAGR: 6.13% +2 ✅✅ Last 5-Year ROIC: 26.15% +1 ✅ Estimated Cost of Capital: 6.92% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -3.00% -1 ❌ Projected 5-Year EPS CAGR: 7.94% (given the ease of manipulating earnings metrics, sub-10% growth warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: 7.57% +1 ✅ Moody's Rating: A3 +2 ✅✅ Morningstar Moat: Wide +2 ✅✅ Morningstar Uncertainty: Low Wolters Kluwer in my opinion, despite the overall market narrative, is not that exposed to disruption by AI as some of its technological counterparts, given its business segments overall need for security, consistency and reliance. I see AI being used by the company to improves its operating margins over time and not depreciating them.Read more

Business Overview Key Metrics Total: 9.5/17 +2 ✅✅ Projected Operating Margin: 51.49% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.42% +2 ✅✅ Last 5-Year ROIC: 26.37% +1 ✅ Estimated Cost of Capital: 8.44% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.20% -1 ❌ Projected 5-Year EPS CAGR: 7.98% (given the ease of manipulating earnings metrics, sub-10% growth warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: 6.08% +0.5 ✅ Moody's Rating: Baa1 +2 ✅✅ Morningstar Moat: Wide +2 ✅✅ Morningstar Uncertainty: Low McDonald's is unique. Its fast food franchise has taken the world by storm (for a long time now) and its "tasteful" uniqueness and wide moat is shown on its stellar projected operating margins of around ~50%.Read more

️Business Overview Key Metrics Total: 9/17 +2 ✅ Projected Operating Margin: 21.04% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.21% +1 ✅ Last 5-Year ROIC: 16.00% +1 ✅ Estimated Cost of Capital: 10.19% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -3.67% +1 ✅ Projected 5-Year EPS CAGR: 12.71% +0 ⚠️ Projected 5-Year Dividend CAGR: 6.73% +1 ✅ Moody's Rating: A2 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Caterpillar is a very mature company in a cyclical industry. Its competitive advantages and Wide Moat rating shows on its high operating margin.Read more

Business Overview Key Metrics Total: 9/17 +2 ✅ Projected Operating Margin: 33.55% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.55% +1 ✅ Last 5-Year ROIC: 16.07% +1 ✅ Estimated Cost of Capital: 6.88% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.17% -1 ❌ Projected 5-Year EPS CAGR: 7.81% (given the ease of manipulating earnings metrics, sub-10% growth warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: 5.55% +1 ✅ Moody's Rating: A1 +2 ✅✅ Morningstar Moat: Wide +2 ✅✅ Morningstar Uncertainty: Low Coca-Cola has a wide moat reflecting in its stellar operating margin above the ~30% mark. The fact that the business has an overall low uncertainty and its capital allocation manages to return (ROIC) almost 3 times its cost of capital makes us have confidence in the management of this company.Read more

Business Overview Key Metrics Total: 12.5/17 +2 ✅✅ Projected Operating Margin: 60.50% +1 ✅ Projected 5-Year Revenue CAGR: 11.28% +2 ✅✅ Last 5-Year ROIC: 44.00% +1 ✅ Estimated Cost of Capital: 6.11% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.24% +1 ✅ Projected 5-Year EPS CAGR: 14.94% +1 ✅ Projected 5-Year Dividend CAGR: 11.55% +1.5 ✅ Moody's Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Mastercard has a wide moat displayed on its stellar operating margin. It also shows solid revenue and EPS growth along with a return on its capital 7-8 times more than its estimated cost of capital.Read more

Business Overview Key Metrics Total: -4.5/17 +1 ✅ Projected Operating Margin: 17.98% +1 ✅ Projected 5-Year Revenue CAGR: 10.13% +0 ⚠️ Last 5-Year ROIC: 8.17% -2 ❌❌ Estimated Cost of Capital: 8.35% (greater than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +2.83% -1 ❌ Projected 5-Year EPS CAGR: 6.70% (given the easiness of manipulation of these values, below 10% warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +0.5 ✅ Moody's Debt Rating: Baa1 -1 ❌ Morningstar Moat: Narrow -2 ❌❌ Morningstar Uncertainty: Very High Uber in my opinion can be more than just a ride-sharing business. It changed the way we, and namely the younger generations, see cars and driving as a whole.Read more

⚙️ Business Overview Key Metrics Total: 7/17 +2 ✅✅ Projected Operating Margin: 32.61% +1 ✅ Projected 5-Year Revenue CAGR: 16.23% +1 ✅ Last 5-Year ROIC: 14.21% +1 ✅ Estimated Cost of Capital: 10.03% (less than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +0.73% +1 ✅ Projected 5-Year EPS CAGR: 16.27% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Estimated Debt Rating: A2 +2 ✅✅ Morningstar Moat: Wide -1 ❌ Morningstar Uncertainty: High ServiceNow has stellar operating margins and solid revenue and EPS growth. Also, the fact that it is able to return (ROIC) above its estimated cost of capital is nice to see.Read more

️Business Overview Key Metrics Total: -1/17 +1 ✅ Projected Operating Margin: 17.56% +1 ✅ Projected 5-Year Revenue CAGR: 10.87% +0 ⚠️ Last 5-Year ROIC: 4.68% -2 ❌ Estimated Cost of Capital: 7.71% (greater than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +2.07% +1 ✅ Projected 5-Year EPS CAGR: 15.46% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Estimated Debt Rating: A1 -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Despite its Narrow Moat rating by Morningstar, Spotify still shows an operating margin around ~15-20% and expanding. Its revenue and EPS growth is also solid between 10-15%.Read more

☁️Business Overview Key Metrics Total: 11.5/17 +2 ✅✅ Projected Operating Margin: 36.47% +1 ✅ Projected 5-Year Revenue CAGR: 11.50% +2 ✅✅ Last 5-Year ROIC: 26.80% +1 ✅ Estimated Cost of Capital: 10.24% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.53% +1 ✅ Projected 5-Year EPS CAGR: 13.22% +0 ⚠️ Projected 5-Year Dividend CAGR: 8.68% +1.5 ✅ Moody's Debt Rating: Aa2 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Alphabet is a growing company presenting a projected solid revenue and EPS growth above 10%, a wide moat resulting in an operating margin between ~30-40% and good capital allocation displaying a return on its invested capital (ROIC) almost 3 times the estimated cost of capital. The fact that it has been buying back shares during the previous years is always nice to see.Read more