Skip to content
New Constructs
  • Get Access
    • Individual Investors
    • Professional Investors
    • Free Resources
  • Solutions
    • Indices
    • 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

ICYMI
December 4, 20200Comments

ICYMI: In The Journal of Financial Economics, The Most Ridiculous IPO of 2020, Tesla in the S&P 500? & 3Q20 Update of Core Earnings for the S&P 500 and Sectors

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Core vs. GAAP Earnings
December 2, 20200Comments

Only Two S&P 500 Sectors Have a Rising ROIC Through 3Q20

Only the Consumer Non-cyclicals sector and the Technology sector have seen an improvement in return on invested capital (ROIC) since the end of 2019.
by Matt Shuler, Investment Analyst II
featured exec comp
November 20, 20200Comments

Featured Stock in November’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
Model Portfolio
November 13, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: November 2020

Platinum Members and higher can access November's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, November 13.
by Kyle Guske II, Senior Investment Analyst, MBA
Incremental Return on Invested Capital
October 22, 20200Comments

Featured Stock in October’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Matt Shuler, Investment Analyst II
ICYMI
October 16, 20200Comments

ICYMI: Footnotes Analysis of Ford’s True Earnings, an ETF Building Value, Benzinga Interview, New Earnings Distortion Scorecard, 4Q20 Sector Ratings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Model Portfolio
October 15, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: October 2020

Platinum Members and higher can access October's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, October 15.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
September 25, 20200Comments

ICYMI: Stocks Unsuitable for Fiduciaries, Model Portfolio Updates & Benzinga Award Nominations

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
September 18, 20200Comments

ICYMI: ROIC Trends for the S&P 500 and 11 Sectors, Fiduciary Red Flag: Priced for Global Domination, TD Ameritrade Interview & A COVID Write-Down Case Study

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
September 16, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: September 2020

Platinum Members and higher can access September's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, September 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Core vs. GAAP Earnings
September 15, 20200Comments

No S&P 500 Sector Has a Rising ROIC Through First Half 2020

This report analyzes the drivers of economic earnings – ROIC, NOPAT margin, invested capital turns and weighted average cost of capital – for the S&P 500 and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
August 14, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: August 2020

Platinum Members and higher can access August's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, August 14.
by Kyle Guske II, Senior Investment Analyst, MBA
ROIC
July 24, 20200Comments

Featured Stock in July’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Matt Shuler, Investment Analyst II
Model Portfolio
July 15, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2020

Platinum Members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, July 15.
by Kyle Guske II, Senior Investment Analyst, MBA
June 30, 20200Comments

Updating the Operating Lease Obligation Discount Rate

We recently discovered an opportunity to improve the discount rate for capitalizing operating lease payments.
by Kyle Guske II, Senior Investment Analyst, MBA
featured exec comp
June 23, 20200Comments

Featured Stock in June’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 22, 20200Comments

This Healthcare Provider Is Ready for the Future

COVID-19 has disrupted industries all across the globe, perhaps none more than the Healthcare industry. We think there’s great value in this industry leader.
by Matt Shuler, Investment Analyst II
Model Portfolio
June 16, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: June 2020

Platinum Members and higher can access June's Executive Compensation Aligned With ROIC Model Portfolio as of Tuesday, June 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Incremental Return on Invested Capital
May 22, 20200Comments

Featured Stock in May’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Matt Shuler, Investment Analyst II
Model Portfolio
May 15, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: May 2020

Platinum Members and higher can access May's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, May 15.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles Newer Articles »

Search

  • Live-traded Indices
  • Free Trainings
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Awards & Media Features
  • 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
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 26 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 16 reports
  • – Snap (SNAP) – 15 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
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – Skechers USA (SKX) – 9 reports
  • – JPMorgan (JPM) – 9 reports
  • – HCA Healthcare (HCA) – 9 reports
  • – Rivian Automotive (RIVN) – 8 reports
  • – Target (TGT) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Shake Shack (SHAK) – 7 reports
  • – D.R. Horton (DHI) – 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
  • – 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
  • – NVR Inc. (NVR) – 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
  • – 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
  • – HF Sinclair (DINO) – 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) – 4 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 2025 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.