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2021-07-13
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20 stocks that could rise as much as 39% as this key metric keeps improving
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Investors know that stocks are anything but cheap, so a good question to ask is what will the market reward for the rest of the year and 2022?</p>\n<p>Goldman Sachs analyst David Kostin wrote in the firm's \"U.S. Weekly Kickstart\" note to clients July 9 that investors have \"started to reward companies with attractive margin profiles.\" By this, he means net margin, which is a company's net income divided by net revenue.</p>\n<p>Comparisons of net income margins may be most meaningful within industries, because some by their nature have low margins when measured this way. Kostin wrote: \"Our sector-neutral factor of stocks with the highest vs. lowest profit margins has also started to outperform.\"</p>\n<p>He and a team of Goldman Sachs analysts screened the S&P 500 for stocks with \"above-average net interest margins, realized margin growth of 50+ bp [basis points] in 2020, and expected margin growth of 50+ bp in each of the next two years.\"</p>\n<p>This led to a group of 32 large-cap stocks in six sectors expected to increase net margins by a median of 201 basis points this year and another 105 basis points in 2022, after defying the odds with profit margin expansion of at least 50 basis points during the pandemic year of 2020. The six sectors were communications services, consumer staples, health care, industrials, information technology and materials.</p>\n<p>Stocks that made Goldman's list include Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> and Philip Morris International Inc. <a href=\"https://laohu8.com/S/PM\">$(PM)$</a>.</p>\n<p><b>Broad screen</b></p>\n<p>To begin with a larger group of stocks and possibly produce a list with the most upside potential, we began with the S&P Composite 1500 Index , which is made up of the S&P 500, the S&P 400 Mid Cap Index <a href=\"https://laohu8.com/S/MID\">$(MID)$</a> and the S&P Small Cap 600 Index . We then took an \"unfair\" approach of screening by net income margin regardless of sector or industry and favoring companies that sailed through 2020.</p>\n<p>All the numbers in the screen are for calendar years -- not fiscal years, which for many companies don't match the calendar.</p>\n<p>Here's the screen:</p>\n<p>Here are the 20 stocks that made the screen with at least 20% upside implied by consensus price targets:</p>\n<p>Source: FactSet</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Est. net margin -- 2022</td>\n <td>Est. net margin -- 2021</td>\n <td>Net margin -- 2020</td>\n <td>Net margin -- 2019</td>\n <td>Share \"buy\" ratings</td>\n <td>Closing price -- July 9</td>\n <td>Cons. price target</td>\n <td>Implied 12-month upside potential</td>\n </tr>\n <tr>\n <td>Boston Beer Co. Class A SAM</td>\n <td>13.35%</td>\n <td>12.30%</td>\n <td>11.03%</td>\n <td>8.80%</td>\n <td>53%</td>\n <td>$973.58</td>\n <td>$1,352.80</td>\n <td>39%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/LPG\">Dorian LPG</a> Ltd. LPG</td>\n <td>39.31%</td>\n <td>27.80%</td>\n <td>25.02%</td>\n <td>24.37%</td>\n <td>86%</td>\n <td>$12.80</td>\n <td>$17.00</td>\n <td>33%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/IAA\">IAA Inc</a>. IAA</td>\n <td>18.31%</td>\n <td>17.29%</td>\n <td>14.07%</td>\n <td>13.45%</td>\n <td>90%</td>\n <td>$54.98</td>\n <td>$71.50</td>\n <td>30%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc. TTWO</td>\n <td>19.42%</td>\n <td>18.42%</td>\n <td>14.96%</td>\n <td>11.81%</td>\n <td>71%</td>\n <td>$170.37</td>\n <td>$221.27</td>\n <td>30%</td>\n </tr>\n <tr>\n <td>Haemonetics Corp. HAE</td>\n <td>14.80%</td>\n <td>13.82%</td>\n <td>12.23%</td>\n <td>7.98%</td>\n <td>86%</td>\n <td>$63.48</td>\n <td>$80.29</td>\n <td>26%</td>\n </tr>\n <tr>\n <td>Activision Blizzard Inc. ATVI</td>\n <td>34.57%</td>\n <td>33.36%</td>\n <td>27.16%</td>\n <td>23.30%</td>\n <td>88%</td>\n <td>$92.38</td>\n <td>$116.03</td>\n <td>26%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/SPSC\">SPS Commerce</a> Inc. SPSC</td>\n <td>17.84%</td>\n <td>16.68%</td>\n <td>14.58%</td>\n <td>12.08%</td>\n <td>67%</td>\n <td>$100.77</td>\n <td>$125.29</td>\n <td>24%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FMC\">FMC Corp.</a> FMC</td>\n <td>19.46%</td>\n <td>18.51%</td>\n <td>12.46%</td>\n <td>11.70%</td>\n <td>79%</td>\n <td>$107.66</td>\n <td>$133.12</td>\n <td>24%</td>\n </tr>\n <tr>\n <td>First Horizon Corp. FHN</td>\n <td>29.93%</td>\n <td>29.02%</td>\n <td>24.81%</td>\n <td>19.39%</td>\n <td>87%</td>\n <td>$16.79</td>\n <td>$20.54</td>\n <td>22%</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>27.08%</td>\n <td>26.52%</td>\n <td>21.14%</td>\n <td>18.73%</td>\n <td>76%</td>\n <td>$134.90</td>\n <td>$161.92</td>\n <td>20%</td>\n </tr>\n <tr>\n <td>Investors Bancorp Inc. ISBC</td>\n <td>35.09%</td>\n <td>34.27%</td>\n <td>21.14%</td>\n <td>17.87%</td>\n <td>71%</td>\n <td>$13.70</td>\n <td>$16.29</td>\n <td>19%</td>\n </tr>\n <tr>\n <td>Baxter International Inc. BAX</td>\n <td>15.27%</td>\n <td>14.18%</td>\n <td>9.44%</td>\n <td>8.81%</td>\n <td>56%</td>\n <td>$80.43</td>\n <td>$94.25</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Cirrus Logic Inc. CRUS</td>\n <td>19.62%</td>\n <td>19.07%</td>\n <td>14.92%</td>\n <td>12.52%</td>\n <td>75%</td>\n <td>$85.79</td>\n <td>$100.27</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Parker-Hannifin Corp. PH</td>\n <td>14.48%</td>\n <td>13.97%</td>\n <td>10.60%</td>\n <td>9.63%</td>\n <td>77%</td>\n <td>$311.57</td>\n <td>$361.00</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>Netflix Inc. NFLX</td>\n <td>17.35%</td>\n <td>16.14%</td>\n <td>11.05%</td>\n <td>9.26%</td>\n <td>76%</td>\n <td>$535.98</td>\n <td>$615.69</td>\n <td>15%</td>\n </tr>\n <tr>\n <td>Sempra Energy SRE</td>\n <td>21.63%</td>\n <td>21.09%</td>\n <td>18.35%</td>\n <td>16.98%</td>\n <td>60%</td>\n <td>$132.86</td>\n <td>$151.13</td>\n <td>14%</td>\n </tr>\n <tr>\n <td>Aon <a href=\"https://laohu8.com/S/PLC\">PLC</a> Class A AON</td>\n <td>22.18%</td>\n <td>21.42%</td>\n <td>17.79%</td>\n <td>13.92%</td>\n <td>47%</td>\n <td>$236.31</td>\n <td>$266.33</td>\n <td>13%</td>\n </tr>\n <tr>\n <td>Helen of Troy Ltd. HELE</td>\n <td>14.11%</td>\n <td>13.62%</td>\n <td>11.54%</td>\n <td>10.76%</td>\n <td>40%</td>\n <td>$215.25</td>\n <td>$242.50</td>\n <td>13%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> Inc. MPWR</td>\n <td>29.35%</td>\n <td>28.44%</td>\n <td>19.47%</td>\n <td>17.33%</td>\n <td>79%</td>\n <td>$382.60</td>\n <td>$428.00</td>\n <td>12%</td>\n </tr>\n <tr>\n <td>Analog Devices Inc. ADI</td>\n <td>36.18%</td>\n <td>35.12%</td>\n <td>23.28%</td>\n <td>21.60%</td>\n <td>83%</td>\n <td>$166.27</td>\n <td>$185.80</td>\n <td>12%</td>\n </tr>\n </tbody>\n</table>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 stocks that could rise as much as 39% as this key metric keeps improving</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 stocks that could rise as much as 39% as this key metric keeps improving\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-13 08:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n As earnings season begins, analysts at Goldman Sachs say the stock market is placing more value on improving net margins.\n</blockquote>\n<p>This has been another excellent year for U.S. stocks -- so far -- as the S&P 500 has returned 17%, following an 18% gain during 2020. Investors know that stocks are anything but cheap, so a good question to ask is what will the market reward for the rest of the year and 2022?</p>\n<p>Goldman Sachs analyst David Kostin wrote in the firm's \"U.S. Weekly Kickstart\" note to clients July 9 that investors have \"started to reward companies with attractive margin profiles.\" By this, he means net margin, which is a company's net income divided by net revenue.</p>\n<p>Comparisons of net income margins may be most meaningful within industries, because some by their nature have low margins when measured this way. Kostin wrote: \"Our sector-neutral factor of stocks with the highest vs. lowest profit margins has also started to outperform.\"</p>\n<p>He and a team of Goldman Sachs analysts screened the S&P 500 for stocks with \"above-average net interest margins, realized margin growth of 50+ bp [basis points] in 2020, and expected margin growth of 50+ bp in each of the next two years.\"</p>\n<p>This led to a group of 32 large-cap stocks in six sectors expected to increase net margins by a median of 201 basis points this year and another 105 basis points in 2022, after defying the odds with profit margin expansion of at least 50 basis points during the pandemic year of 2020. The six sectors were communications services, consumer staples, health care, industrials, information technology and materials.</p>\n<p>Stocks that made Goldman's list include Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> and Philip Morris International Inc. <a href=\"https://laohu8.com/S/PM\">$(PM)$</a>.</p>\n<p><b>Broad screen</b></p>\n<p>To begin with a larger group of stocks and possibly produce a list with the most upside potential, we began with the S&P Composite 1500 Index , which is made up of the S&P 500, the S&P 400 Mid Cap Index <a href=\"https://laohu8.com/S/MID\">$(MID)$</a> and the S&P Small Cap 600 Index . We then took an \"unfair\" approach of screening by net income margin regardless of sector or industry and favoring companies that sailed through 2020.</p>\n<p>All the numbers in the screen are for calendar years -- not fiscal years, which for many companies don't match the calendar.</p>\n<p>Here's the screen:</p>\n<p>Here are the 20 stocks that made the screen with at least 20% upside implied by consensus price targets:</p>\n<p>Source: FactSet</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Est. net margin -- 2022</td>\n <td>Est. net margin -- 2021</td>\n <td>Net margin -- 2020</td>\n <td>Net margin -- 2019</td>\n <td>Share \"buy\" ratings</td>\n <td>Closing price -- July 9</td>\n <td>Cons. price target</td>\n <td>Implied 12-month upside potential</td>\n </tr>\n <tr>\n <td>Boston Beer Co. Class A SAM</td>\n <td>13.35%</td>\n <td>12.30%</td>\n <td>11.03%</td>\n <td>8.80%</td>\n <td>53%</td>\n <td>$973.58</td>\n <td>$1,352.80</td>\n <td>39%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/LPG\">Dorian LPG</a> Ltd. LPG</td>\n <td>39.31%</td>\n <td>27.80%</td>\n <td>25.02%</td>\n <td>24.37%</td>\n <td>86%</td>\n <td>$12.80</td>\n <td>$17.00</td>\n <td>33%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/IAA\">IAA Inc</a>. IAA</td>\n <td>18.31%</td>\n <td>17.29%</td>\n <td>14.07%</td>\n <td>13.45%</td>\n <td>90%</td>\n <td>$54.98</td>\n <td>$71.50</td>\n <td>30%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc. TTWO</td>\n <td>19.42%</td>\n <td>18.42%</td>\n <td>14.96%</td>\n <td>11.81%</td>\n <td>71%</td>\n <td>$170.37</td>\n <td>$221.27</td>\n <td>30%</td>\n </tr>\n <tr>\n <td>Haemonetics Corp. HAE</td>\n <td>14.80%</td>\n <td>13.82%</td>\n <td>12.23%</td>\n <td>7.98%</td>\n <td>86%</td>\n <td>$63.48</td>\n <td>$80.29</td>\n <td>26%</td>\n </tr>\n <tr>\n <td>Activision Blizzard Inc. ATVI</td>\n <td>34.57%</td>\n <td>33.36%</td>\n <td>27.16%</td>\n <td>23.30%</td>\n <td>88%</td>\n <td>$92.38</td>\n <td>$116.03</td>\n <td>26%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/SPSC\">SPS Commerce</a> Inc. SPSC</td>\n <td>17.84%</td>\n <td>16.68%</td>\n <td>14.58%</td>\n <td>12.08%</td>\n <td>67%</td>\n <td>$100.77</td>\n <td>$125.29</td>\n <td>24%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/FMC\">FMC Corp.</a> FMC</td>\n <td>19.46%</td>\n <td>18.51%</td>\n <td>12.46%</td>\n <td>11.70%</td>\n <td>79%</td>\n <td>$107.66</td>\n <td>$133.12</td>\n <td>24%</td>\n </tr>\n <tr>\n <td>First Horizon Corp. FHN</td>\n <td>29.93%</td>\n <td>29.02%</td>\n <td>24.81%</td>\n <td>19.39%</td>\n <td>87%</td>\n <td>$16.79</td>\n <td>$20.54</td>\n <td>22%</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>27.08%</td>\n <td>26.52%</td>\n <td>21.14%</td>\n <td>18.73%</td>\n <td>76%</td>\n <td>$134.90</td>\n <td>$161.92</td>\n <td>20%</td>\n </tr>\n <tr>\n <td>Investors Bancorp Inc. ISBC</td>\n <td>35.09%</td>\n <td>34.27%</td>\n <td>21.14%</td>\n <td>17.87%</td>\n <td>71%</td>\n <td>$13.70</td>\n <td>$16.29</td>\n <td>19%</td>\n </tr>\n <tr>\n <td>Baxter International Inc. BAX</td>\n <td>15.27%</td>\n <td>14.18%</td>\n <td>9.44%</td>\n <td>8.81%</td>\n <td>56%</td>\n <td>$80.43</td>\n <td>$94.25</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Cirrus Logic Inc. CRUS</td>\n <td>19.62%</td>\n <td>19.07%</td>\n <td>14.92%</td>\n <td>12.52%</td>\n <td>75%</td>\n <td>$85.79</td>\n <td>$100.27</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Parker-Hannifin Corp. PH</td>\n <td>14.48%</td>\n <td>13.97%</td>\n <td>10.60%</td>\n <td>9.63%</td>\n <td>77%</td>\n <td>$311.57</td>\n <td>$361.00</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>Netflix Inc. NFLX</td>\n <td>17.35%</td>\n <td>16.14%</td>\n <td>11.05%</td>\n <td>9.26%</td>\n <td>76%</td>\n <td>$535.98</td>\n <td>$615.69</td>\n <td>15%</td>\n </tr>\n <tr>\n <td>Sempra Energy SRE</td>\n <td>21.63%</td>\n <td>21.09%</td>\n <td>18.35%</td>\n <td>16.98%</td>\n <td>60%</td>\n <td>$132.86</td>\n <td>$151.13</td>\n <td>14%</td>\n </tr>\n <tr>\n <td>Aon <a href=\"https://laohu8.com/S/PLC\">PLC</a> Class A AON</td>\n <td>22.18%</td>\n <td>21.42%</td>\n <td>17.79%</td>\n <td>13.92%</td>\n <td>47%</td>\n <td>$236.31</td>\n <td>$266.33</td>\n <td>13%</td>\n </tr>\n <tr>\n <td>Helen of Troy Ltd. HELE</td>\n <td>14.11%</td>\n <td>13.62%</td>\n <td>11.54%</td>\n <td>10.76%</td>\n <td>40%</td>\n <td>$215.25</td>\n <td>$242.50</td>\n <td>13%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> Inc. MPWR</td>\n <td>29.35%</td>\n <td>28.44%</td>\n <td>19.47%</td>\n <td>17.33%</td>\n <td>79%</td>\n <td>$382.60</td>\n <td>$428.00</td>\n <td>12%</td>\n </tr>\n <tr>\n <td>Analog Devices Inc. ADI</td>\n <td>36.18%</td>\n <td>35.12%</td>\n <td>23.28%</td>\n <td>21.60%</td>\n <td>83%</td>\n <td>$166.27</td>\n <td>$185.80</td>\n <td>12%</td>\n </tr>\n </tbody>\n</table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","AMAT":"应用材料","ATVI":"动视暴雪","FHN":"第一地平线银行","ADI":"亚德诺"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151534709","content_text":"As earnings season begins, analysts at Goldman Sachs say the stock market is placing more value on improving net margins.\n\nThis has been another excellent year for U.S. stocks -- so far -- as the S&P 500 has returned 17%, following an 18% gain during 2020. Investors know that stocks are anything but cheap, so a good question to ask is what will the market reward for the rest of the year and 2022?\nGoldman Sachs analyst David Kostin wrote in the firm's \"U.S. Weekly Kickstart\" note to clients July 9 that investors have \"started to reward companies with attractive margin profiles.\" By this, he means net margin, which is a company's net income divided by net revenue.\nComparisons of net income margins may be most meaningful within industries, because some by their nature have low margins when measured this way. Kostin wrote: \"Our sector-neutral factor of stocks with the highest vs. lowest profit margins has also started to outperform.\"\nHe and a team of Goldman Sachs analysts screened the S&P 500 for stocks with \"above-average net interest margins, realized margin growth of 50+ bp [basis points] in 2020, and expected margin growth of 50+ bp in each of the next two years.\"\nThis led to a group of 32 large-cap stocks in six sectors expected to increase net margins by a median of 201 basis points this year and another 105 basis points in 2022, after defying the odds with profit margin expansion of at least 50 basis points during the pandemic year of 2020. The six sectors were communications services, consumer staples, health care, industrials, information technology and materials.\nStocks that made Goldman's list include Netflix Inc. $(NFLX)$, Broadcom Inc. $(AVGO)$ and Philip Morris International Inc. $(PM)$.\nBroad screen\nTo begin with a larger group of stocks and possibly produce a list with the most upside potential, we began with the S&P Composite 1500 Index , which is made up of the S&P 500, the S&P 400 Mid Cap Index $(MID)$ and the S&P Small Cap 600 Index . We then took an \"unfair\" approach of screening by net income margin regardless of sector or industry and favoring companies that sailed through 2020.\nAll the numbers in the screen are for calendar years -- not fiscal years, which for many companies don't match the calendar.\nHere's the screen:\nHere are the 20 stocks that made the screen with at least 20% upside implied by consensus price targets:\nSource: FactSet\n\n\n\nCompany\nEst. net margin -- 2022\nEst. net margin -- 2021\nNet margin -- 2020\nNet margin -- 2019\nShare \"buy\" ratings\nClosing price -- July 9\nCons. price target\nImplied 12-month upside potential\n\n\nBoston Beer Co. Class A SAM\n13.35%\n12.30%\n11.03%\n8.80%\n53%\n$973.58\n$1,352.80\n39%\n\n\nDorian LPG Ltd. LPG\n39.31%\n27.80%\n25.02%\n24.37%\n86%\n$12.80\n$17.00\n33%\n\n\nIAA Inc. IAA\n18.31%\n17.29%\n14.07%\n13.45%\n90%\n$54.98\n$71.50\n30%\n\n\nTake-Two Interactive Software Inc. TTWO\n19.42%\n18.42%\n14.96%\n11.81%\n71%\n$170.37\n$221.27\n30%\n\n\nHaemonetics Corp. HAE\n14.80%\n13.82%\n12.23%\n7.98%\n86%\n$63.48\n$80.29\n26%\n\n\nActivision Blizzard Inc. ATVI\n34.57%\n33.36%\n27.16%\n23.30%\n88%\n$92.38\n$116.03\n26%\n\n\nSPS Commerce Inc. SPSC\n17.84%\n16.68%\n14.58%\n12.08%\n67%\n$100.77\n$125.29\n24%\n\n\nFMC Corp. FMC\n19.46%\n18.51%\n12.46%\n11.70%\n79%\n$107.66\n$133.12\n24%\n\n\nFirst Horizon Corp. FHN\n29.93%\n29.02%\n24.81%\n19.39%\n87%\n$16.79\n$20.54\n22%\n\n\nApplied Materials Inc. AMAT\n27.08%\n26.52%\n21.14%\n18.73%\n76%\n$134.90\n$161.92\n20%\n\n\nInvestors Bancorp Inc. ISBC\n35.09%\n34.27%\n21.14%\n17.87%\n71%\n$13.70\n$16.29\n19%\n\n\nBaxter International Inc. BAX\n15.27%\n14.18%\n9.44%\n8.81%\n56%\n$80.43\n$94.25\n17%\n\n\nCirrus Logic Inc. CRUS\n19.62%\n19.07%\n14.92%\n12.52%\n75%\n$85.79\n$100.27\n17%\n\n\nParker-Hannifin Corp. PH\n14.48%\n13.97%\n10.60%\n9.63%\n77%\n$311.57\n$361.00\n16%\n\n\nNetflix Inc. NFLX\n17.35%\n16.14%\n11.05%\n9.26%\n76%\n$535.98\n$615.69\n15%\n\n\nSempra Energy SRE\n21.63%\n21.09%\n18.35%\n16.98%\n60%\n$132.86\n$151.13\n14%\n\n\nAon PLC Class A AON\n22.18%\n21.42%\n17.79%\n13.92%\n47%\n$236.31\n$266.33\n13%\n\n\nHelen of Troy Ltd. HELE\n14.11%\n13.62%\n11.54%\n10.76%\n40%\n$215.25\n$242.50\n13%\n\n\nMonolithic Power Systems Inc. MPWR\n29.35%\n28.44%\n19.47%\n17.33%\n79%\n$382.60\n$428.00\n12%\n\n\nAnalog Devices Inc. ADI\n36.18%\n35.12%\n23.28%\n21.60%\n83%\n$166.27\n$185.80\n12%","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/142807068"}
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