U.S. High Return On Equity, Low Debt

Best Buy

Market Cap: US$14.6b

Offers technology products and solutions in the United States, Canada, and internationally.

UL Solutions

Market Cap: US$14.1b

Provides testing, inspection and certification, and related software and advisory services worldwide.

Texas Roadhouse

Market Cap: US$12.0b

Operates casual dining restaurants in the United States and internationally.

Pool

Market Cap: US$11.4b

Distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.

Lincoln Electric Holdings

Market Cap: US$10.4b

Through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products in the United States and internationally.

Hamilton Lane

Market Cap: US$9.1b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

Advanced Drainage Systems

Market Cap: US$8.9b

Designs, manufactures, and markets thermoplastic corrugated pipes and related water management products in North America and internationally.

Primerica

Market Cap: US$8.8b

Provides financial products and services to middle-income households in the United States and Canada.

Pegasystems

Market Cap: US$8.0b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

AppFolio

Market Cap: US$7.7b

Provides cloud-based platform for the real estate industry in the United States.

Eagle Materials

Market Cap: US$7.7b

Through its subsidiaries, manufactures and sells heavy construction materials and light building materials in the United States.

Nextracker

Market Cap: US$6.8b

An energy solutions company, provides solar tracker and software solutions for utility-scale and distributed generation solar projects in the United States and internationally.

Clearwater Analytics Holdings

Market Cap: US$6.7b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Armstrong World Industries

Market Cap: US$6.6b

Engages in the design, manufacture, and sale of ceiling and wall solutions in the Americas.

Crocs

Market Cap: US$6.2b

Designs, develops, manufactures, markets, distributes, and sells casual lifestyle footwear and accessories for men, women, and children under the Crocs and HEYDUDE Brands in the United States and internationally.

NewMarket

Market Cap: US$6.0b

Through its subsidiaries, primarily engages in the manufacture and sale of petroleum additives.

PJT Partners

Market Cap: US$5.9b

An investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.

Fluor

Market Cap: US$5.9b

Provides engineering, procurement, and construction (EPC); fabrication and modularization; and project management services worldwide.

Dillard's

Market Cap: US$5.7b

Operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States.

InterDigital

Market Cap: US$5.5b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Sterling Infrastructure

Market Cap: US$5.4b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

IES Holdings

Market Cap: US$4.9b

Designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States.

Qualys

Market Cap: US$4.8b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Cal-Maine Foods

Market Cap: US$4.5b

Engages in the production, grading, packaging, marketing, and distribution of shell eggs and egg products.

Moelis

Market Cap: US$4.4b

Operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia.

National Beverage

Market Cap: US$4.1b

Through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks in the United States and Canada.

Oddity Tech

Market Cap: US$4.0b

Operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States and internationally.

Atour Lifestyle Holdings

Market Cap: US$3.9b

Through its subsidiaries, develops lifestyle brands around hotel offerings in the People’s Republic of China.

Abercrombie & Fitch

Market Cap: US$3.5b

Through its subsidiaries, operates as an omnichannel retailer in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Laureate Education

Market Cap: US$3.4b

Offers higher education programs and services to students through a network of universities and higher education institutions.

WD-40

Market Cap: US$3.1b

Develops and sells maintenance products, and homecare and cleaning products in North America, Central and South America, Asia, Australia, Europe, India, the Middle East, and Africa.

Everus Construction Group

Market Cap: US$2.4b

Provides contracting services in the United States.

Upwork

Market Cap: US$2.2b

Operates a work marketplace that connects businesses with various independent professionals and agencies in the United States, India, the Philippines, and internationally.

Sylvamo

Market Cap: US$2.1b

Produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Europe, Latin America, and North America.

Powell Industries

Market Cap: US$2.1b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

Buckle

Market Cap: US$1.9b

Operates as a retailer of casual apparel, footwear, and accessories for men, women, and kids under the Buckle and Buckle Youth brands in the United States.