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GreenDot Stocks

Green Screens

Fast Growing, Cash Flow Positive Businesses

The "Green Screens" are our starting point for research. They are designed to find stocks of growing companies that produce positive cash flow and high cash returns on invested capital. This combination has proven to be a powerful recipe for finding great investments over long holding periods - exactly what we are looking for!

GreenDot Stocks produces research reports on companies from these screens. Ones that look particularly attractive get added into the Watch List for potential purchase later.

There are two variations on these screens. Click the tabs to see each of the screens below:

Larger, more mature companies that generate a lot of free cash flow at high returns on capital, and still are growing sales at above average rates.

Results for 2024-04-13

Updated weekly. Columns are sortable. Criteria is: current and next year revenue growth >= 10%, free cash flow ROIC >= 15%.

Ticker Company Sector Mkt Cap Growth ROIC
ABNB more info Airbnb, Inc Travel Services 101,682 10% 37.1%
ADBE more info Adobe Inc Software - Infrastructure 212,379 10% 34.6%
ALL more info Allstate Insurance - Property & Casualty 43,997 10% 15.4%
AMZN more info Amazon.com Internet Retail 1,936,574 10% 16.5%
ANET more info Arista Networks Computer Hardware 84,792 10% 27.7%
ASAI more info Sendas Distribuidora Grocery Stores 3,735 15% 19.2%
ATAT more info Atour Lifestyle Holdings Lodging 2,442 20% 35.4%
AVPT more info AvePoint Software - Infrastructure 1,451 15% 15.5%
BLBD more info Blue Bird Auto Manufacturers 1,162 10% 42.5%
BRBR more info BellRing Brands Packaged Foods 7,201 10% 46.2%
BSY more info Bentley Systems Software - Application 14,322 10% 16.5%
BX more info Blackstone Asset Management 93,013 20% 20.1%
BZ more info Kanzhun Staffing & Employment Services 8,142 25% 16.5%
CDNS more info Cadence Design Sys Software - Application 83,374 10% 31.9%
CLBT more info Cellebrite DI Software - Infrastructure 2,165 15% 208.3%
CMG more info Chipotle Mexican Grill, Inc Restaurants 81,100 10% 17.2%
CPNG more info Coupang, Inc Internet Retail 37,895 15% 34.6%
CPRX more info Catalyst Pharmaceuticals Biotechnology 1,796 15% 17.9%
CRWD more info CrowdStrike Holdings, Inc Software - Infrastructure 74,751 25% 30.0%
CWAN more info Clearwater Analytics Hldg Software - Application 3,497 15% 18.5%
DASH more info DoorDash Internet Content & Information 55,906 15% 18.4%
DCBO more info Docebo Software - Application 1,361 20% 28.8%
DDOG more info Datadog Software - Application 42,317 20% 20.4%
DECK more info Deckers Outdoor Footwear & Accessories 20,903 10% 43.0%
DLO more info DLocal Software - Infrastructure 4,612 30% 60.8%
DOCN more info DigitalOcean Holdings Software - Infrastructure 3,187 10% 17.4%
DSGX more info Descartes Systems Gr Software - Application 7,549 10% 16.9%
DT more info Dynatrace Software - Application 13,571 15% 17.1%
DUOL more info Duolingo Software - Application 9,059 25% 20.6%
EDU more info New Oriental Education Education & Training Services 14,374 20% 28.7%
ENVA more info Enova International Credit Services 1,631 10% 27.2%
ERIE more info Erie Indemnity Insurance Brokers 19,930 10% 17.3%
EXLS more info ExlService Holdings Information Technology Services 4,993 10% 18.0%
FICO more info Fair Isaac Software - Application 29,216 10% 39.1%
GCT more info GigaCloud Tech Software - Infrastructure 1,295 15% 18.6%
GMAB more info Genmab Biotechnology 18,998 20% 22.0%
GOOG more info Alphabet, Inc Internet Content & Information 1,970,934 10% 27.6%
GOOGL more info Alphabet Internet Content & Information 1,969,007 10% 27.6%
GSHD more info Goosehead Insurance Insurance - Diversified 1,465 25% 19.5%
HALO more info Halozyme Therapeutics Biotechnology 4,906 10% 23.6%
HESM more info Hess Midstream Oil & Gas Midstream 2,818 10% 18.3%
HIMS more info Hims & Hers Health Household & Personal Products 2,990 20% 15.5%
HRMY more info Harmony Biosciences Holdings, Inc Biotechnology 1,674 15% 33.1%
INTR more info Inter & Co Banks - Regional 2,348 15% 37.6%
INTU more info Intuit Software - Application 174,140 10% 20.6%
KNSL more info Kinsale Cap Gr Insurance - Property & Casualty 10,496 20% 67.1%
LI more info Li Auto Auto Manufacturers 30,186 30% 29.5%
LOB more info Live Oak Bancshares Banks - Regional 1,704 15% 65.0%
LULU more info Lululemon Athletica Apparel Retail 42,353 10% 29.2%
MA more info Mastercard Inc Credit Services 434,750 10% 50.1%
MANH more info Manhattan Associates Software - Application 14,629 10% 81.4%
MCY more info Mercury General Insurance - Property & Casualty 2,818 10% 19.5%
MEDP more info Medpace Hldgs Diagnostics & Research 12,238 15% 56.5%
MELI more info MercadoLibre, Inc Internet Retail 73,214 20% 55.1%
META more info Meta Platforms Internet Content & Information 1,304,173 10% 31.6%
MKTX more info MarketAxess Holdings Capital Markets 8,065 10% 20.8%
MNDY more info monday.com Ltd. Software - Application 9,435 25% 23.4%
MSFT more info Microsoft Corp Software - Infrastructure 3,136,535 10% 25.5%
NFLX more info Netflix Entertainment 269,531 10% 20.0%
NOW more info ServiceNow, Inc Software - Application 157,878 20% 33.1%
NSSC more info NAPCO Security Techs Security & Protection Services 1,426 15% 23.8%
NTNX more info Nutanix Software - Infrastructure 15,451 15% 53.2%
NVDA more info NVIDIA Semiconductors 2,204,649 20% 50.0%
NVO more info Novo Nordisk Biotechnology 563,094 15% 55.9%
OWL more info Blue Owl Cap Asset Management 8,633 25% 26.6%
PANW more info Palo Alto Networks Software - Infrastructure 90,170 10% 44.7%
PAX more info Patria Investments Asset Management 2,085 20% 20.2%
PAYC more info Paycom Software, Inc Software - Application 11,513 10% 32.2%
PCTY more info Paylocity Holding Software - Application 9,476 10% 30.4%
PDD more info PDD Holdings Internet Retail 153,491 25% 46.1%
PGNY more info Progyny Health Information Services 3,298 15% 32.3%
PGR more info Progressive Insurance - Property & Casualty 119,424 10% 38.3%
PINS more info Pinterest Inc Internet Content & Information 22,893 15% 18.4%
PLMR more info Palomar Hldgs Insurance - Property & Casualty 1,857 15% 20.8%
PLTR more info Palantir Technologies Software - Infrastructure 50,162 15% 18.8%
PSTG more info Pure Storage Computer Hardware 17,359 10% 32.8%
PUBM more info PubMatic Software - Application 1,143 10% 18.9%
RBLX more info Roblox Electronic Gaming & Multimedia 24,546 15% 22.4%
RYAN more info Ryan Specialty Hldgs Insurance - Specialty 5,929 15% 16.5%
SE more info Sea Internet Retail 30,303 10% 19.1%
SKWD more info Skyward Specialty Insurance - Property & Casualty 1,431 10% 42.4%
SMAR more info Smartsheet Inc Software - Application 5,176 15% 22.1%
SNPS more info Synopsys, Inc Software - Infrastructure 84,991 10% 20.4%
SPOT more info Spotify Technology Internet Content & Information 59,587 10% 16.0%
SPSC more info SPS Commerce Software - Infrastructure 6,292 10% 19.2%
SQSP more info Squarespace Software - Infrastructure 4,997 10% 51.1%
SYM more info Symbotic Specialty Industrial Machinery 4,275 40% 51.6%
TEAM more info Atlassian Corp Software - Application 53,575 15% 49.1%
TENB more info Tenable Holdings Software - Infrastructure 5,762 10% 18.6%
TPG more info TPG Asset Management 4,362 15% 38.2%
TREX more info Trex Co Building Products & Equipment 9,990 10% 35.6%
TTD more info Trade Desk Software - Application 42,239 15% 22.6%
V more info Visa Inc Credit Services 566,840 10% 31.6%
VEEV more info Veeva Systems, Inc Health Information Services 33,350 10% 19.4%
VITL more info Vital Farms Farm Products 1,047 15% 18.1%
WDAY more info Workday, Inc Software - Application 69,663 15% 16.8%
WING more info Wingstop Restaurants 10,732 15% 32.9%
WIX more info Wix.com Software - Infrastructure 7,073 10% 21.9%
XPEL more info XPEL Auto Parts 1,575 10% 17.1%
YOU more info Clear Secure, Inc Software - Application 1,853 15% 55.3%
ZETA more info Zeta Global Holdings Software - Application 2,612 15% 15.9%
ZS more info Zscaler, Inc Software - Infrastructure 27,185 25% 22.8%
ZTO more info ZTO Express (Cayman) Integrated Freight & Logistics 16,159 10% 17.5%

Smaller, faster growing companies that have already achieved positive free cash flow. These have the potential for bigger gains, but with more risk.

Results for 2024-04-13

Updated weekly. Columns are sortable. Criteria is: current and next year revenue growth >= 20%, generates positive free cash flow.

Ticker Company Sector Mkt Cap Growth ROIC
AFRM more info Affirm Holdings Software - Infrastructure 10,010 20% 1.6%
APPF more info AppFolio Software - Application 7,941 15% 13.5%
ASTH more info Astrana Health Medical Care Facilities 1,829 20% 5.5%
ATAT more info Atour Lifestyle Holdings Lodging 2,442 20% 35.4%
AXON more info Axon Enterprise Aerospace & Defense 23,450 20% 5.6%
BX more info Blackstone Asset Management 93,013 20% 20.1%
BZ more info Kanzhun Staffing & Employment Services 8,142 25% 16.5%
CELH more info Celsius Holdings, Inc Beverages - Non-Alcoholic 18,553 30% 12.6%
CRWD more info CrowdStrike Holdings, Inc Software - Infrastructure 74,751 25% 30.0%
CYBR more info CyberArk Software Software - Infrastructure 10,511 20% 3.9%
DCBO more info Docebo Software - Application 1,361 20% 28.8%
DDOG more info Datadog Software - Application 42,317 20% 20.4%
DLO more info DLocal Software - Infrastructure 4,612 30% 60.8%
DUOL more info Duolingo Software - Application 9,059 25% 20.6%
DV more info DoubleVerify Hldgs Software - Application 5,541 20% 8.9%
EDU more info New Oriental Education Education & Training Services 14,374 20% 28.7%
ELF more info e.l.f. Beauty Household & Personal Products 9,042 25% 6.7%
ENLT more info Enlight Renewable Energy Ltd Utilities - Renewable 1,933 25% 3.9%
FLYW more info Flywire Software - Infrastructure 2,605 25% 9.5%
FOUR more info Shift4 Payments Software - Infrastructure 3,989 25% 11.9%
FROG more info JFrog Software - Application 4,184 20% 10.3%
FRPT more info Freshpet Packaged Foods 5,243 20% 3.7%
FSLR more info First Solar Solar 19,532 20% 2.6%
GLBE more info Global-e Online Ltd Internet Retail 5,722 30% 11.5%
GLNG more info Golar LNG Oil & Gas Midstream 2,612 30% 3.6%
GNL more info Global Net Lease REIT - Diversified 1,561 50% 1.5%
GTLB more info GitLab Software - Infrastructure 9,054 20% 5.8%
HIMS more info Hims & Hers Health Household & Personal Products 2,990 20% 15.5%
INSP more info Inspire Medical Systems Medical Devices 7,021 20% 2.8%
KNSA more info Kiniksa Pharmaceuticals Biotechnology 1,220 30% 2.9%
KNSL more info Kinsale Cap Gr Insurance - Property & Casualty 10,496 20% 67.1%
LI more info Li Auto Auto Manufacturers 30,186 30% 29.5%
LLY more info Eli Lilly and Co Drug Manufacturers - General 714,633 20% 7.2%
MELI more info MercadoLibre, Inc Internet Retail 73,214 20% 55.1%
MMYT more info MakeMyTrip Travel Services 7,484 20% 14.4%
MNDY more info monday.com Ltd. Software - Application 9,435 25% 23.4%
MNSO more info MINISO Group Holding Specialty Retail 6,690 20% 2.3%
NET more info Cloudflare Software - Infrastructure 31,658 25% 5.4%
NOW more info ServiceNow, Inc Software - Application 157,878 20% 33.1%
NVDA more info NVIDIA Semiconductors 2,204,649 20% 50.0%
ONON more info On Holding Footwear & Accessories 10,477 25% 14.2%
OWL more info Blue Owl Cap Asset Management 8,633 25% 26.6%
PDD more info PDD Holdings Internet Retail 153,491 25% 46.1%
SHOP more info Shopify Software - Application 90,103 20% 8.9%
SNOW more info Snowflake, Inc Software - Application 52,990 20% 13.7%
SPT more info Sprout Social, Inc Software - Application 3,177 25% 1.8%
SWAV more info Shockwave Medical, Inc Medical Devices 12,293 20% 11.5%
SYM more info Symbotic Specialty Industrial Machinery 4,275 40% 51.6%
TAL more info TAL Education Education & Training Services 7,470 25% 7.5%
TOST more info Toast Inc Software - Infrastructure 13,053 20% 7.5%
VCEL more info Vericel Biotechnology 2,317 20% 7.0%
VTEX more info Vtex Software - Application 1,446 20% 1.6%
ZS more info Zscaler, Inc Software - Infrastructure 27,185 25% 22.8%

Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.

Watch List

SMAR -18.04%
ENLT 6.39%
SNPS 60.85%
SPT 44.89%
TOST -22.88%
CMG 81.66%
CELH -12.38%
PINS 42.48%
SNOW 6.29%
WDAY 10.31%
GOOG 32.95%
MA 0.25%
MSFT -8.28%
vs. Fair Value Estimates

Buy List

HIMS -27.00%
PAYC -34.66%
HRMY -51.35%
GLBE -25.71%
YOU -57.25%
MELI -29.54%
FTNT -28.16%
vs. Fair Value Estimates

Hold List

CPNG 7.76%
MNDY 4.38%
ZS 8.78%
V -15.58%
ADSK -24.32%
NOW 18.97%
ABNB -9.50%
TEAM 7.77%
ADBE -20.26%
CRWD 17.95%
vs. Fair Value Estimates