Skip to content
New Constructs
  • Get Access
    • Individual Investors
    • Professional Investors
    • Free Resources
  • Solutions
    • Indices
    • FinSights AI
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Blog
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Members

ROIC

New Constructs
July 7, 20170Comments

ICYMI: New Dividend Growth Model Portfolio, 5 High ROIC Stocks & Most Attractive & Most Dangerous Stocks Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ROIC
July 6, 20170Comments

5 Unappreciated Stocks With High ROICs

In order to find value, it’s time to get back to the basics of reading footnotes and focusing on economic earnings and return on invested capital (ROIC), the true drivers of valuation.
by Sam McBride
New Constructs
July 5, 20170Comments

New Data Points For Clients

The following is a list of new data points in our Dynamic Data Screener and company models.
by Kyle Guske II, Senior Investment Analyst, MBA
Expectations Investing
June 22, 20170Comments

Bad ROIC Drives Bad Valuation

GAAP-Based ROIC has a significantly weaker link to valuation than our ROIC calculation, which uses our Robo-Analyst technology to make adjustments from rigorous analysis of footnotes and the MD&A.
by Sam McBride
New Constructs
June 21, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: June 2017

The best performing stock in last month's portfolio was Hasbro, which was up 11%. Get a free look at one of the new stocks on June’s Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
June 15, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: June 2017

Platinum Members and higher can access June’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, June 15.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 30, 20170Comments

3-Year Average Return on Invested Capital: Explanation & Examples

3-year average return on invested capital (seen in Figure 1) provides additional insights into a firm’s track record of prudent capital management.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 30, 20170Comments

Return on Gross Invested Capital (ROGIC): Explanation & Examples

Return on gross invested capital (ROGIC) (seen in Figure 1) provides additional insights into the profitability of highly-capital intensive businesses.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 19, 20170Comments

ICYMI: New Long Idea, Sponsoring Thomson Digital Fin Svcs Symposium & Updated Model Portfolios

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 19, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: May 2017

The best performing stock in the portfolio last month was Lear Corp (LEA), which was up 11%. Get a look at one of the new stocks on May’s Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 17, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: May 2017

Platinum Members and higher can access May’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, May 17.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 12, 20170Comments

New Features & Enhancements

We’re constantly looking for ways to improve our research offerings and make using/accessing our research as easy as possible. To that end, we’ve made many improvements throughout 2017.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 10, 20170Comments

GAAP-Based Return on Invested Capital: Explanation & Examples

GAAP-based ROIC is based on a simplified after-tax profit (NOPAT) and invested capital that can easily be calculated using only the income statement and balance sheet.
by Kyle Guske II, Senior Investment Analyst, MBA
April 20, 20170Comments

Model Portfolio Outperformance Through 1Q17

Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 1Q17.
by Kyle Guske II, Senior Investment Analyst, MBA
April 18, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: April 2017

Our Exec Comp Aligned With ROIC Model Portfolio (-0.4%) outperformed the S&P 500 (-1.3%) last month. Get a look at one of the new stocks on April's Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
April 14, 20170Comments

ICYMI: New Long Idea, Updated Model Portfolios, & New ETF & Mutual Fund Sector Ratings

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
April 13, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: April 2017

Platinum Members and higher can access April’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, April 13.
by Kyle Guske II, Senior Investment Analyst, MBA
April 10, 20171Comments

Undervalued Retailer With Nearly 7% Yield

A downtrodden industry often contains hidden gems that can only be found through real due diligence. This market leader is consistently improving profitability and creating shareholder value and we believe the firm can continue to outperform.
by Kyle Guske II, Senior Investment Analyst, MBA
March 29, 20170Comments

Popular Restaurant Chain With Significant Upside Potential

Despite slowing traffic across the industry, one firm is consistently improving profitability and creating shareholder value. Because the company aligns executive compensation with ROIC, we believe this firm can continue to outperform.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
March 16, 20172Comments

New Stocks on Exec Comp & ROIC Model Portfolio: March 2017

The best performing stock in the portfolio last month was Children’s Place (PLCE), which was up 13%. Get a look at one of the new stocks on March's Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles Newer Articles »

Search

  • Live-traded Indices
  • AI Winners and Losers
  • Free Trainings
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Awards & Media Events
  • Testimonials
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • — Training & Education —
  • Join Our Online Community
  • How To Use Our Site
  • Investing 101
  • Backtest Data Details & Case Studies
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Fundamental Macro Trends & Sector Fundamentals
  • —
  • Company Report Index
  • – Tesla (TSLA) – 26 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 17 reports
  • – Snap (SNAP) – 16 reports
  • – Carvana (CVNA) – 11 reports
  • – Disney (DIS) – 11 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – DoorDash (DASH) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Peloton (PTON) – 10 reports
  • – HCA Healthcare (HCA) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – Skechers USA (SKX) – 9 reports
  • – JPMorgan (JPM) – 9 reports
  • – Rivian Automotive (RIVN) – 8 reports
  • – D.R. Horton (DHI) – 8 reports
  • – Target (TGT) – 8 reports
  • – Shake Shack (SHAK) – 8 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Meritage Homes (MTH) – 7 reports
  • – Cisco Systems (CSCO) – 7 reports
  • – Affirm Holdings (AFRM) – 7 reports
  • – Lyft Inc. (LYFT) – 7 reports
  • – Allison Transmission Holdings (ALSN) – 7 reports
  • – NVR Inc. (NVR) – 7 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Ford (F) – 6 reports
  • – Amgen (AMGN) – 6 reports
  • – Johnson & Johnson (JNJ) – 6 reports
  • – Universal Health Services (UHS) – 6 reports
  • – Kimberly-Clark (KMB) – 6 reports
  • – Allstate (ALL) – 6 reports
  • – HF Sinclair (DINO) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Microsoft (MSFT) – 5 reports
  • – Caterpillar (CAT) – 5 reports
  • – TrueCar (TRUE) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Cummins (CMI) – 4 reports
  • – Equinix (EQIX) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2026 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.