The Value Investor 500: The Full List
by
Jun 19th 2012 2:11PM
Updated Jun 19th 2012 2:46PM
The Value Investor 500 is my attempt to highlight the top 500 publicly traded companies in the U.S. Click here to read more on my methodology and reasoning.
|
ROIC Rank |
Company |
5-Year Average Pre-Tax ROIC |
FCF Rank |
FCF (in millions) |
Market Cap (in millions) |
|---|---|---|---|---|---|
|
1 |
Terra Nitrogen (NYS: TNH) |
370.01% |
369 |
506.2 |
$3,541 |
|
2 |
Apple (NAS: AAPL) |
261.32% |
4 |
40,943.0 |
$536,847 |
|
3 |
Altera (NAS: ALTR) |
192.72% |
225 |
927.8 |
$10,666 |
|
4 |
Mastercard (NYS: MA) |
177.00% |
83 |
2,607.0 |
$53,925 |
|
5 |
Apollo Group (NAS: APOL) |
174.69% |
305 |
677.2 |
$3,995 |
|
6 |
Accenture (NYS: ACN) |
154.42% |
65 |
3,401.5 |
$38,074 |
|
7 |
TD Ameritrade (NAS: AMTD) |
148.01% |
326 |
609.4 |
$9,355 |
|
8 |
Moody's (NYS: MCO) |
137.52% |
284 |
735.6 |
$8,024 |
|
9 |
ITT Educational Services (NYS: ESI) |
131.84% |
449 |
356.9 |
$1,306 |
|
10 |
Linear Technology (NAS: LLTC) |
116.35% |
355 |
549.3 |
$6,876 |
|
11 |
Mead Johnson Nutrition (NYS: MJN) |
112.10% |
364 |
523.3 |
$17,396 |
|
12 |
Coach (NYS: COH) |
98.64% |
191 |
1,115.4 |
$17,590 |
|
13 |
Monster Beverage (NAS: MNST) |
95.75% |
496 |
308.3 |
$13,857 |
|
14 |
Humana (NYS: HUM) |
92.80% |
119 |
1,733.0 |
$12,842 |
|
15 |
Microsoft (NAS: MSFT) |
92.24% |
5 |
26,735.0 |
$252,194 |
|
16 |
CH Robinson Worldwide (NAS: CHRW) |
87.80% |
420 |
393.8 |
$9,523 |
|
17 |
priceline.com (NAS: PCLN) |
85.12% |
164 |
1,295.0 |
$32,834 |
|
18 |
CF Industries Holdings (NYS: CF) |
81.68% |
111 |
1,831.7 |
$10,837 |
|
19 |
salesforce.com (NYS: CRM) |
76.34% |
405 |
420.2 |
$18,569 |
|
20 |
Teradata (NYS: TDC) |
76.06% |
382 |
471.0 |
$12,165 |
|
21 |
Dun & Bradstreet (NYS: DNB) |
73.97% |
498 |
306.7 |
$3,226 |
|
22 |
Paychex (NAS: PAYX) |
73.71% |
333 |
592.8 |
$11,612 |
|
23 |
Expeditors International of Washington (NAS: EXPD) |
69.16% |
430 |
379.0 |
$8,386 |
|
24 |
Herbalife (NYS: HLF) |
66.43% |
407 |
418.9 |
$5,360 |
|
25 |
Gilead Sciences (NAS: GILD) |
65.70% |
61 |
3,507.1 |
$38,086 |
|
26 |
Ross Stores (NAS: ROST) |
62.45% |
417 |
403.8 |
$15,025 |
|
27 |
Google (NAS: GOOG) |
61.13% |
19 |
11,127.0 |
$184,044 |
|
28 |
Weight Watchers International (NYS: WTW) |
60.12% |
428 |
380.1 |
$2,938 |
|
29 |
Autodesk (NAS: ADSK) |
59.69% |
367 |
510.5 |
$7,668 |
|
30 |
Cognizant Technology Solutions (NAS: CTSH) |
58.55% |
338 |
586.9 |
$18,422 |
|
31 |
Southern Copper (NYS: SCCO) |
58.43% |
149 |
1,457.3 |
$26,103 |
|
32 |
Varian Medical Systems (NYS: VAR) |
56.69% |
474 |
331.9 |
$6,733 |
|
33 |
Dolby Laboratories (NYS: DLB) |
56.44% |
431 |
378.5 |
$4,518 |
|
34 |
Verisk Analytics (NAS: VRSK) |
55.98% |
490 |
315.9 |
$8,063 |
|
35 |
Dish Network (NAS: DISH) |
55.56% |
116 |
1,795.0 |
$12,496 |
|
36 |
The TJX Companies (NYS: TJX) |
55.12% |
192 |
1,112.7 |
$31,461 |
|
37 |
Forest Laboratories (NYS: FRX) |
55.00% |
169 |
1,252.0 |
$9,153 |
|
38 |
Analog Devices (NYS: ADI) |
54.75% |
266 |
775.9 |
$11,012 |
|
39 |
Fluor (NYS: FLR) |
52.77% |
354 |
551.6 |
$8,030 |
|
40 |
AutoZone (NYS: AZO) |
51.92% |
222 |
938.8 |
$14,423 |
|
41 |
Colgate-Palmolive (NYS: CL) |
49.34% |
92 |
2,359.0 |
$48,455 |
|
42 |
The McGraw-Hill Companies (NYS: MHP) |
48.72% |
173 |
1,225.0 |
$11,887 |
|
43 |
Philip Morris International (NYS: PM) |
48.47% |
27 |
9,632.0 |
$149,629 |
|
44 |
Cisco Systems (NAS: CSCO) |
48.45% |
25 |
10,166.0 |
$91,603 |
|
45 |
Intuitive Surgical (NAS: ISRG) |
46.48% |
330 |
594.7 |
$21,108 |
|
46 |
Western Digital (NAS: WDC) |
44.67% |
228 |
909.0 |
$7,980 |
|
47 |
Franklin Resources (NYS: BEN) |
44.57% |
153 |
1,439.3 |
$23,494 |
|
48 |
Gap (NYS: GPS) |
44.06% |
251 |
815.0 |
$13,077 |
|
49 |
Waters Corp. (NYS: WAT) |
43.23% |
410 |
411.9 |
$7,160 |
|
50 |
T. Rowe Price Group (NAS: TROW) |
42.92% |
236 |
866.1 |
$15,507 |
|
51 |
Garmin (NAS: GRMN) |
42.22% |
262 |
784.0 |
$7,857 |
|
52 |
Joy Global (NYS: JOY) |
41.84% |
446 |
361.6 |
$5,910 |
|
53 |
Lam Research (NAS: LRCX) |
41.57% |
340 |
582.9 |
$4,541 |
|
54 |
Intuit (NAS: INTU) |
40.76% |
205 |
1,045.0 |
$17,127 |
|
55 |
BMC Software (NAS: BMC) |
39.80% |
240 |
856.6 |
$6,965 |
|
56 |
Celgene (NAS: CELG) |
39.40% |
127 |
1,676.6 |
$29,143 |
|
57 |
Express Scripts (NAS: ESRX) |
39.30% |
103 |
2,047.6 |
$43,766 |
|
58 |
Endo Pharmaceuticals (NAS: ENDP) |
39.10% |
319 |
642.7 |
$3,531 |
|
59 |
Nike (NYS: NKE) |
38.83% |
168 |
1,262.0 |
$46,639 |
|
60 |
Bed Bath & Beyond (NAS: BBBY) |
38.69% |
230 |
907.3 |
$16,794 |
|
61 |
Texas Instruments (NAS: TXN) |
38.52% |
89 |
2,440.0 |
$31,882 |
|
62 |
Avon Products (NYS: AVP) |
38.32% |
429 |
379.1 |
$6,818 |
|
63 |
Oracle (NAS: ORCL) |
38.08% |
15 |
12,629.0 |
$137,810 |
|
64 |
Diamond Offshore Drilling (NYS: DO) |
37.80% |
315 |
645.3 |
$8,422 |
|
65 |
Stryker (NYS: SYK) |
37.74% |
175 |
1,208.0 |
$20,628 |
|
66 |
CR Bard (NYS: BCR) |
36.61% |
314 |
650.1 |
$8,596 |
|
67 |
Intel (NAS: INTC) |
36.14% |
24 |
10,199.0 |
$137,548 |
|
68 |
Eli Lilly (NYS: LLY) |
35.83% |
33 |
6,562.5 |
$46,516 |
|
69 |
F5 Networks (NAS: FFIV) |
35.55% |
409 |
414.9 |
$8,111 |
|
70 |
Global Payments (NYS: GPN) |
34.89% |
434 |
374.6 |
$3,231 |
|
71 |
NetApp (NAS: NTAP) |
34.66% |
213 |
983.0 |
$11,155 |
|
72 |
HollyFrontier (NYS: HFC) |
34.64% |
216 |
964.2 |
$6,740 |
|
73 |
Dollar Tree (NAS: DLTR) |
34.39% |
395 |
436.4 |
$12,797 |
|
74 |
Freeport-McMoRan Copper & Gold (NYS: FCX) |
34.33% |
55 |
4,086.0 |
$32,593 |
|
75 |
NVIDIA (NAS: NVDA) |
33.81% |
269 |
770.4 |
$7,605 |
|
76 |
Western Union (NYS: WU) |
33.22% |
190 |
1,122.1 |
$9,954 |
|
77 |
SAIC (NYS: SAI) |
33.19% |
316 |
645.0 |
$4,181 |
|
78 |
Yum! Brands (NYS: YUM) |
33.08% |
171 |
1,230.0 |
$29,932 |
|
79 |
Xilinx (NAS: XLNX) |
33.01% |
256 |
796.2 |
$8,590 |
|
80 |
Best Buy (NYS: BBY) |
32.75% |
88 |
2,441.0 |
$6,808 |
|
81 |
KLA-Tencor (NAS: KLAC) |
32.68% |
234 |
884.4 |
$8,084 |
|
82 |
Williams Partners (NYS: WPZ) |
32.50% |
180 |
1,175.0 |
$16,449 |
|
83 |
Estee Lauder (NYS: EL) |
32.10% |
282 |
741.5 |
$21,407 |
|
84 |
Starbucks (NAS: SBUX) |
32.01% |
242 |
848.6 |
$39,852 |
|
85 |
W.W. Grainger (NYS: GWW) |
31.88% |
356 |
549.2 |
$12,661 |
|
86 |
Bristol-Myers Squibb (NYS: BMY) |
31.87% |
52 |
4,473.0 |
$57,817 |
|
87 |
VMware (NYS: VMW) |
31.86% |
115 |
1,795.5 |
$38,888 |
|
88 |
Rockwell Collins (NYS: COL) |
31.74% |
439 |
372.0 |
$7,117 |
|
89 |
Total System Services (NYS: TSS) |
30.99% |
412 |
409.4 |
$4,502 |
|
90 |
Check Point Software (NAS: CHKP) |
30.90% |
293 |
707.7 |
$10,445 |
|
91 |
Halliburton (NYS: HAL) |
30.86% |
286 |
731.0 |
$27,183 |
|
92 |
Sotheby's (NYS: BID) |
30.64% |
424 |
385.9 |
$2,107 |
|
93 |
Applied Materials (NAS: AMAT) |
30.47% |
107 |
1,960.0 |
$14,086 |
|
94 |
Scripps Networks Interactive (NYS: SNI) |
29.92% |
307 |
674.8 |
$8,604 |
|
95 |
Qualcomm (NAS: QCOM) |
29.73% |
39 |
5,781.0 |
$96,857 |
|
96 |
Nordstrom (NYS: JWN) |
29.69% |
310 |
666.0 |
$10,224 |
|
97 |
3M (NYS: MMM) |
29.44% |
57 |
3,905.0 |
$60,672 |
|
98 |
Advance Auto Parts (NYS: AAP) |
29.26% |
351 |
560.7 |
$5,086 |
|
99 |
AmerisourceBergen (NYS: ABC) |
28.98% |
141 |
1,532.9 |
$9,352 |
|
100 |
Microchip Technology (NAS: MCHP) |
28.96% |
444 |
363.6 |
$6,288 |
|
101 |
Johnson & Johnson (NYS: JNJ) |
28.90% |
18 |
11,405.0 |
$181,288 |
|
102 |
Mattel (NAS: MAT) |
28.80% |
381 |
473.8 |
$11,036 |
|
103 |
ExxonMobil (NYS: XOM) |
28.71% |
6 |
24,370.0 |
$389,150 |
|
104 |
DIRECTV (NAS: DTV) |
28.55% |
105 |
2,015.0 |
$29,400 |
|
105 |
Clorox (NYS: CLX) |
28.44% |
406 |
420.0 |
$9,438 |
|
106 |
Sysco (NYS: SYY) |
28.42% |
331 |
594.5 |
$17,069 |
|
107 |
GameStop (NYS: GME) |
27.67% |
385 |
459.6 |
$2,323 |
|
108 |
Seagate Technology (NAS: STX) |
27.61% |
279 |
747.0 |
$10,023 |
|
109 |
International Business Machines (NYS: IBM) |
27.52% |
10 |
15,738.0 |
$229,659 |
|
110 |
PepsiCo (NYS: PEP) |
27.42% |
41 |
5,605.0 |
$108,664 |
|
111 |
Baxter International (NYS: BAX) |
27.40% |
110 |
1,857.0 |
$27,427 |
|
112 |
Amphenol (NYS: APH) |
27.29% |
383 |
465.0 |
$9,027 |
|
113 |
Ralph Lauren (NYS: RL) |
27.26% |
321 |
635.0 |
$13,534 |
|
114 |
Precision Castparts (NYS: PCP) |
27.25% |
248 |
823.7 |
$24,236 |
|
115 |
Chicago Bridge & Iron (NYS: CBI) |
27.24% |
438 |
372.2 |
$3,505 |
|
116 |
UnitedHealth Group (NYS: UNH) |
27.05% |
38 |
5,901.0 |
$61,106 |
|
117 |
Mosaic (NYS: MOS) |
26.85% |
220 |
954.8 |
$21,145 |
|
118 |
Becton, Dickinson (NYS: BDX) |
26.80% |
207 |
1,025.3 |
$14,917 |
|
119 |
McDonald's (NYS: MCD) |
26.73% |
53 |
4,420.3 |
$91,970 |
|
120 |
IntercontinentalExchange (NYS: ICE) |
26.70% |
313 |
655.5 |
$9,807 |
|
121 |
Adobe Systems (NAS: ADBE) |
26.42% |
159 |
1,333.0 |
$16,070 |
|
122 |
Discover Financial Services (NYS: DFS) |