WEEK OF SEPTEMBER 11, 2017

Sales Hist 10 Yr Hist 10 Yr Rev R2 EPS R2 Avg 5 Yr Trend Current

Company Name Symbol Industry (millions) Rev Gr EPS Gr 10 Yr 10 Yr ROE ROE Trend PTI P/E
Allegiant Travel Co. ALGT Airlines $1,362.8 15.2% 24.6% 0.97 0.85 36.3% ++ ++ 10.8
Amphenol Corp. APH Electronic Components $6,286.4 9.5% 12.5% 0.95 0.93 22.8% Even Even 27.1
Credicorp Ltd. BAP Banks - Regional - Latin America $4,032.6 14.3% 12.4% 0.93 0.91 20.4% ++ Even 17.8
Copart CPRT Auto & Truck Dealerships $1,268.4 8.3% 11.9% 0.93 0.93 25.0% -+ + 18.7
FactSet Research Systems FDS Capital Markets $1,127.1 9.3% 14.0% 0.99 0.97 41.9% ++ + 18.6
F5 Networks FFIV Software - Infrastructure $1,995.0 17.2% 24.9% 0.97 0.93 23.4% ++ Even 19.2
Gentex Corp. GNTX Auto Parts $1,678.9 13.3% 19.2% 0.92 0.81 17.9% Even ++ 14.4
The Middleby Corp. MIDD Diversified Industrials $2,267.9 18.3% 19.3% 0.98 0.95 19.5% -+ + 22.3
O'Reilly Automotive ORLY Specialty Retail $8,593.1 12.4% 25.8% 0.89 0.98 38.4% ++ ++ 17.5
Skyworks Solutions SWKS Semiconductors $3,289.0 19.7% 32.0% 0.97 0.94 19.3% ++ ++ 20.4
T. Rowe Price Group TROW Asset Management $4,222.9 9.9% 12.3% 0.90 0.83 23.3% + Even 14.1
Tractor Supply Co. TSCO Specialty Retail $6,779.6 11.1% 24.1% 1.00 0.96 28.4% + Even 18.4
Universal Health Services UHS Medical Care $9,766.2 8.5% 18.8% 0.94 0.95 15.8% Even + 15.0
Screen Notes
Annual sales between $1 billion and $10 billion
10-year annual sales, EPS growth 7%
10-year annual sales, EPS growth R2 0.80
5-year average return on equity 15%
Trends in return on equity, pretax income profitability Even
Current P/E 30