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Global Spotless Management

UPDATED May 17, 2022

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

62 companies
CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv YieldIndustry
MSFTMicrosoftUS$266.82-1.0%9.8%US$2.0tUS$364.20PS27.5xE11.6%0.9%Software
MRKMerckUS$93.005.9%17.2%US$233.5bUS$95.19PS16.9xE12.7%3.0%Pharmaceuticals & Biotech
KERKering€470.356.2%-33.7%€58.1b€745.24PS18.4xE11.7%2.6%Consumer Durables
SLBSchlumbergerUS$42.9513.4%29.9%US$59.6bUS$49.99PS29xE23.4%1.6%Energy
ABBNABBCHF29.002.9%-4.7%CHF55.9bCHF35.99PS12xE7.8%2.8%Capital Goods
2454MediaTekNT$841.001.4%-10.8%NT$1.3tn/aPS11.2xE5.0%8.7%Semiconductors
SBERSberbank of Russia₽127.753.8%-58.1%₽2.9t₽424.45PS2.5xE8.6%14.6%Banks
FERGFergusonUK£99.368.3%7.2%UK£21.3bUK£133.84PS13.1xE2.9%2.0%Capital Goods
SOONSonova HoldingCHF333.603.1%14.7%CHF20.8bCHF375.31PS30.9xE9.5%1.0%Healthcare
600111China Northern Rare Earth (Group) High-TechLtdCN¥34.081.3%62.3%CN¥123.2bCN¥42.07PS21xE27.7%1.3%Materials
2241GoertekCN¥36.150.3%-8.1%CN¥120.8bCN¥49.98PS28.7xE21.7%0.6%Tech
COLColes GroupAU$18.710.6%15.0%AU$25.0bAU$18.67PS25.2xE9.6%3.3%Consumer Retailing
600989Ningxia Baofeng Energy GroupCN¥14.602.8%-4.1%CN¥106.8bCN¥19.35PS15.1xE33.9%2.2%Materials
JHXJames Hardie IndustriesAU$37.50-3.1%-7.5%AU$16.7bAU$55.25PS22.9xE14.3%3.1%Materials
3037Unimicron TechnologyNT$219.503.5%123.8%NT$323.8bn/aPS19.4xE20.2%1.5%Tech
688036Shenzhen Transsion HoldingsCN¥82.32-3.4%-46.5%CN¥66.0bCN¥156.50PS16.9xE22.9%1.8%Tech
600845Shanghai Baosight SoftwareLtdCN¥49.53-0.9%3.0%CN¥65.7bCN¥64.88PS40.3xE29.5%2.0%Software
2648Satellite ChemicalLtdCN¥36.665.0%29.0%CN¥62.9bCN¥53.95PS9.3xE19.9%1.0%Materials
S63Singapore Technologies EngineeringS$4.050.7%6.0%S$12.6bS$4.37PS22.1xE9.7%3.7%Capital Goods
8046Nan Ya Printed Circuit BoardNT$407.504.2%34.3%NT$263.3bNT$678.54PS20.4xE31.5%2.5%Tech
603486Ecovacs RoboticsCN¥102.502.7%-36.6%CN¥58.8bCN¥151.49PS28xE27.2%1.1%Consumer Durables
603369Jiangsu King's Luck BreweryCN¥44.69-0.4%-16.9%CN¥55.7bCN¥55.88PS25xE19.8%1.3%Food, Beverage & Tobacco
TPRTapestryUS$33.0316.8%-28.7%US$8.1bUS$46.74PS9.6xE13.6%3.0%Consumer Durables
WALWestern Alliance BancorporationUS$77.312.6%-23.4%US$7.9bUS$117.25PB1.8xE17.0%1.8%Banks
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