ASM International NV

A top-tier grower that's speeding up. Top-tier growth across the board with the forward pace exceeding the past. A textbook fit for aggressive growth and quality-growth strategies. The strongest point: revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The strongest point: strong recent results. The one thing to watch: the stock is underperforming over the past month and over three months.

A premium price for a high-quality, fast-growing business. Neither multiples nor yields stand out strongly. Value investors may want to wait for a better entry or look elsewhere. The strongest point: its forward P/E of 20x is 32% below that median, and its three-year P/E of 15x is 51% below. The one thing to watch: the valuation leaves little margin of safety, so it leans on growth and quality to deliver.

A genuinely high-quality business. High margins and strong returns on capital, with a clean balance sheet. A core fit for quality and quality-growth strategies. The strongest point: every margin ranks near the top, including a net margin of 27%, better than 80% of companies worldwide.