Sampo Oyj

Growth is a weak point here: a business that is slowing. Both revenue and earnings growth are weak. This profile does not fit growth strategies, so look to value or quality angles instead. The strongest point: revenue grew 12%/yr over the last 3 years, ahead of 60% of companies worldwide. The one thing to watch: forward revenue growth trails the market.

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case. The strongest point: it's up 4% over the past year, now sitting right at its 52-week high.

A fairly-priced stock. A mix of reasonable multiples and yields without extreme cheapness. Can work in diversified value portfolios, but not a standout bargain. The strongest point: dividend yield of 3.6% is higher than 70% of companies worldwide. The one thing to watch: free cash flow is negative.

A middle-of-the-pack business on quality. Margins, returns and balance sheet sit around the market average. Workable, but not a standout on business quality. The strongest point: free cash flow margin is forecast to expand from 12% toward 20% within three years. The one thing to watch: margins are only average.