UNH – UNITEDHEALTH GROUP INCORPORATED (HQ: USA/Industry: Health Care Providers & Services)

52 Week Lo/Hi Price: 383.12 / 553.29

10-Year Financial Summary (Recent/Average)
Revenue: $285.3B/$190.8B, with 0 declining years and 11.6% YoY growth
EPS (USD): 18.08/10.11, with 0 declining years and 12.8% YoY growth
BV (USD): 74.68/47.20, with 0 declining years and 8.3% YoY growth
FCF: $19.9B/$11.6B, with 3 declining years and -1.2% YoY decrease
Dividend: Increased 600%, with 0 declining years
Share Count: Decreased -9%

To value the business at the current market price the company would need more than a 17% per year growth for the next 10-years

AZN – ASTRAZENECA PLC (HQ: United Kingdom/Industry: Pharmaceuticals)

52 Week Lo/Hi Price: 50.66 / 71.70

10-Year Financial Summary (Recent/Average)
Revenue: $37.4B/$26B, with 6 declining years and 40.6% YoY growth
EPS (USD): 0.04/1.03, with 7 declining years and -96.7% YoY decrease
BV (USD): 12.83/7.11, with 6 declining years and 175.9% YoY growth
FCF: $3.8B/$2.4B, with 5 declining years and 71.6% YoY growth
Dividend: Decreased -2%, with 1 declining year
Share Count: Increased 13%

To value the business at the current market price the company would need more than a 24% per year growth for the next 10-years

BLDR – BUILDERS FIRSTSOURCE, INC. (HQ: USA/Industry: Building Products)

52 Week Lo/Hi Price: 39.24 / 86.48

10-Year Financial Summary (Recent/Average)
Revenue: $19.9B/$6.5B, with 1 declining year and 132.4% YoY growth
EPS (USD): 8.48/1.53, with 2 declining years and 218.8% YoY growth
BV (USD): 30.72/5.94, with 2 declining years and 256% YoY growth
FCF: $1.5B/$246M, with 3 declining years and 924.3% YoY growth
Company does not pay a dividend
Share Count: Increased 114%

To value the business at the current market price the company would need more than a 19% per year growth for the next 10-years

PBI – PITNEY BOWES INC. (HQ: USA/Industry: Commercial Services & Supplies)

52 Week Lo/Hi Price: 4.37 / 10.06

10-Year Financial Summary (Recent/Average)
Revenue: $3.7B/$3.7B, with 7 declining years and 3.4% YoY growth
EPS (USD): -0.01/0.97, with 6 declining years and currant year being negative
BV (USD): 0.28/0.62, with 6 declining years and -39.1% YoY decrease
FCF: $117M/$308M, with 8 declining years and -40.6% YoY decrease
Dividend: Decreased -87%, with 3 declining years
Share Count: Decreased -11%

The stock is trading below its margin of safety intrinsic value by 38%

STLD – STEEL DYNAMICS, INC. (HQ: USA/Industry: Metals & Mining)

52 Week Lo/Hi Price: 49.53 / 92.15

10-Year Financial Summary (Recent/Average)
Revenue: $18.4B/$9.9B, with 4 declining years and 91.7% YoY growth
EPS (USD): 15.56/3.32, with 5 declining years and 500.8% YoY growth
BV (USD): 28.76/15.74, with 2 declining years and 44.4% YoY growth
FCF: $1.2B/$611M, with 6 declining years
Dividend: Increased 160%, with 0 declining years
Share Count: Decreased -13%

To value the business at the current market price the company would need more than a 12% per year growth for the next 10-years