6098.T

Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average

36.2% ROE and 59.8% gross margin on 18.9% revenue growth with only 0.10 debt to equity, so the growth is almost entirely equity funded. Weight is held down despite the quality because the 46.9 P/E and 326% 3Y return mean the growth input must be trimmed aggressively, which is precisely the discipline the brief asks for.