[SharePad] Screening For My Next Long-Term Winner: INTEGRAFIN

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19 June 2022
By Maynard Paton

Difficult market conditions for highly-rated ‘quality’ shares have prompted further back-to-basics filtering.

Hence a new screen to identify companies offering robust financials, respectable growth, useful director ownership… and a reasonable valuation.

The exact filter criteria I employed for this search were:

  • Net borrowings less total leases of no more than zero (i.e. a net cash position excluding IFRS 16 lease obligations);
  • An operating margin of 20% or more;
  • A five-year uplift to operating profit of at least 50%;
  • Management owning at least 10% of the company, and;
  • A forecast P/E of 20 or less.

I applied the screen the other day and SharePad returned 17 matches:

(Source: SharePad)

I selected IntegraFin because:

  • The £1 billion market cap was among the largest on the list;
  • The operating margin was a remarkable 78%, and;
  • The shares had dropped 49% from their five-year high.

Let’s take a closer look.

Read my full IntegraFin article for SharePad.

Maynard Paton

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