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Global Spotless Management

UPDATED May 19, 2022

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

68 companies
CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv YieldIndustry
MSFTMicrosoftUS$253.14-0.9%2.7%US$1.9tUS$364.20PS26.1xE11.6%1.0%Software
MRKMerckUS$92.091.4%15.6%US$232.9bUS$95.54PS16.7xE12.8%3.0%Pharmaceuticals & Biotech
KERKering€454.101.1%-36.3%€56.1b€745.24PS17.7xE11.7%2.6%Consumer Durables
SLBSchlumbergerUS$40.854.7%28.6%US$58.1bUS$49.91PS27.6xE23.5%1.7%Energy
ABBNABBCHF28.410.6%-4.8%CHF54.8bCHF35.29PS12xE7.8%2.8%Capital Goods
SBERSberbank of Russia₽125.604.5%-58.3%₽2.8t₽424.45PS2.4xE8.6%14.9%Banks
2454MediaTekNT$846.000.4%-11.4%NT$1.3tNT$1,130.25PS11.3xE5.0%8.6%Semiconductors
RMDResMedUS$197.592.7%-0.6%US$28.0bUS$243.13PS37.1xE13.1%0.9%Healthcare
FERGFergusonUK£94.88-1.5%-1.8%UK£20.4bUK£133.84PS12.5xE2.9%2.1%Capital Goods
HM BH & M Hennes & Mauritzkr126.481.2%-40.6%kr209.3bkr154.81PS17xE12.7%5.1%Retail
SOONSonova HoldingCHF317.400%6.7%CHF19.4bCHF372.00PS29.9xE10.0%1.0%Healthcare
2241GoertekCN¥37.606.8%-3.6%CN¥123.6bCN¥49.98PS29.8xE21.7%0.5%Tech
600111China Northern Rare Earth (Group) High-TechLtdCN¥34.623.9%74.0%CN¥122.4bCN¥42.07PS21.4xE27.7%1.3%Materials
COLColes GroupAU$17.89-2.5%7.8%AU$23.8bAU$18.67PS24xE9.6%3.4%Consumer Retailing
ALLAristocrat LeisureAU$35.1711.2%-13.5%AU$22.6bAU$41.79PS23.9xE9.1%1.5%Consumer Services
600989Ningxia Baofeng Energy GroupCN¥14.703.7%0.6%CN¥105.0bCN¥19.35PS15.2xE33.9%2.2%Materials
VODVodacom GroupR144.03-1.5%13.3%R244.1bR150.80PS14.2xE17.1%5.9%Telecom
3037Unimicron TechnologyNT$217.000.9%115.9%NT$323.1bNT$348.00PS19.2xE20.2%1.6%Tech
688036Shenzhen Transsion HoldingsCN¥91.7511.4%-44.1%CN¥72.3bCN¥137.33PS18.8xE22.9%1.6%Tech
600845Shanghai Baosight SoftwareLtdCN¥48.80-3.3%2.5%CN¥65.0bCN¥64.88PS39.7xE29.5%2.0%Software
2648Satellite ChemicalLtdCN¥37.574.9%29.5%CN¥63.8bCN¥53.95PS9.5xE19.2%0.9%Materials
S63Singapore Technologies EngineeringS$4.092.8%7.6%S$12.5bS$4.37PS22.3xE9.7%3.7%Capital Goods
8046Nan Ya Printed Circuit BoardNT$401.500.9%27.5%NT$263.3bNT$678.54PS20.1xE31.5%2.5%Tech
603486Ecovacs RoboticsCN¥101.704.0%-36.4%CN¥56.8bCN¥151.49PS27.8xE27.2%1.1%Consumer Durables
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