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The following is a list of quality companies, as defined by the following screen:

  • Return on Assets (5 yr avg) > 20%
  • Return on equity (5 yr avg) > 20%
  • 5y revenue growth rate > 20%
  • 5y EPS growth rate > 20%
  • Return on investment (5 yr avg) > 20%
  • Gross margin > 20%

In addition, all of these companies have seen significant institutional inflows over the last 3 months. Here is the output of the screen: (Click to enlarge)

All data sourced from Reuters.com and Google Finance.

Overview of management performance:

Ticker ROA (5 yr avg) (%) ROE (5 yr avg) (%) ROI (5 yr avg) (%)
LLEN 28.17 44.52 57.73
SAY 21.25 24.9 24.12
LPHI 51.74 70.79 68.65
GFRE 30.71 45.83 39.55
QSII 21.06 34.23 32.55

Overview of earnings growth:

Ticker 5y Revenue Growth (%) 5y EPS Growth (%)
LLEN 69.88 137.21
SAY 36.02 36.58
LPHI 43.23 61.23
GFRE 171.18 56.78
QSII 26.82 22.46

Overview of Institutional Ownership Trends Over Last 3 Months:

Ticker Shares Held By Inst. Investors Inst. Shares Held: 3 Month Change % Change In Inst. Ownership
LLEN 6,995,707 2,549,975 57.36%
SAY 30,088,343 7,406,814 32.66%
LPHI 4,757,211 1,047,745 28.25%
GFRE 5,843,204 533,037 10.04%
QSII 21,892,667 1,136,016 5.47%

Disclosure: No positions

Source: 5 Quality Stocks Seeing Significant Institutional Buying