[Hands holding up columns of bar graph] We Are UBS Global Research has constructed a 56-stock basket of U.S. companies with higher forward growth, stronger cash-flow profitability and improving earnings momentum, arguing that valuations for some of these stocks do not fully reflect their underlying fundamentals. The “Higher Growth and CFROI at a Discount” basket is designed to capture companies where strong growth can support future returns while valuations remain at or below levels implied by growth and profitability. The basket stands out on several fundamental measures. UBS said the stocks have a 15% forward sales CAGR, roughly twice the 7% rate for the equal-weighted S&P 500, while their median HOLT CFROI is 34% versus 19% for the broader market.
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