Take this long weekend to seriously think about upgrading to quality while many of these names across the board have seriously pulled back. I've broken out two different groups below based around FCF Yield % and this years projected growth.

FCF Yield % is personally one of my favorite metrics in investing and really grabs an idea for a companies internal profitability in respect to their enterprise value.

Group 1: >2.5% FCF Yield %

1. Meta Platform (FB) – 7.4%
2. Zoom (ZM) – 5.0%
3. Alphabet (GOOGL) – 4.1%
4. Nice (NICE) – 3.3%
5. Adobe (ADBE) – 3.2%
6. Palo Alto Networks (PANW) – 2.9%
7. Microsoft (MSFT) – 2.8%
8. AutoDesk (ADSK) – 2.8%
9. Salesforce (CRM) – 2.7%
10. Workday (WDAY) – 2.6%

Group 2: >25% Projected 2022 Rev Growth + >0.8% FCF Yield %

1. Expensify (EXFY) – 2.1%
2. ServiceNow (NOW) – 1.6%
3. Palantir (PLTR) – 1.5%
4. ZoomInfo (ZI) – 1.2%
5. JFrog (FROG) – 1.2%
6. Crowdstrike (CRWD) – 1.1%
7. Doximity (DOCS) – 1.1%
8. Zendesk (ZEN) – 1.1%
9. Atlassian (TEAM) – 1.1%
10. Semrush (SEMR) – 1.0%
11. HubSpot (HUBS) – 0.9%
12. The Trade Desk (TTD) – 0.9%

I personally think this is a great two groups to fish from depending on what you value more as an investor (growth vs relative value). You will have another opportunity to buy back your favorite story stock I promise you.

Personally I'm eyeing Adobe, Alphabet, Palo Alto Networks, ServiceNow, Zendesk, and HubSpot for my next buys (three from each group)

All the above data is via Koyfin which is an awesome resource I highly recommend!