These days, it's not all about working hard. It's more about working hard and efficiently. Why not apply that strategy to your investments?
To measure a company's efficiency, you can examine its return on equity (ROE). This ratio is composed of a company's profit margin multiplied by its asset turnover, multiplied by its financial leverage. It measures how efficiently the company employs its owners' capital. In a nutshell, it essentially measures your bang per buck as an investor.
Take Western Union
To uncover some of the most efficient companies out there, I did a screen using the Motley Fool's CAPS screening tool. I looked for companies with:
- CAPS ratings of five stars, the highest ratings granted by our CAPS community.
- ROEs of 25% or greater.
- Market caps of $500 million or greater.
And voila! Here's what popped up from my screen recently:
Company |
Market Cap (in billions) |
Return on Equity (TTM) |
---|---|---|
Alliance Resource Partners |
$1.42 |
55.1% |
Bristol-Myers Squibb |
$49.8 |
32.7% |
Gilead Sciences |
$42.3 |
42.5% |
GlaxoSmithKline |
$111.6 |
28.4% |
H.J. Heinz Company |
$13.6 |
55.5% |
Johnson & Johnson |
$174.3 |
25.4% |
Western Union |
$13.1 |
263% |
Data from Motley Fool CAPS. TTM = trailing 12 months.
While the stock screener is a great tool, it should only be the first step in your investment research. Examining other levers of specific companies, such as return on invested capital, liquidity, and debt-to-equity ratios, will also help you determine if a company is right for your portfolio. When you include those other metrics in your analysis, you’ll get a fuller picture of whether that company is worth buying.
Start increasing the efficiency of your investments at Motley Fool CAPS today. Let the collective wisdom of our 145,000-member-strong investment community help you make better investing decisions.
For related Foolishness: