Elevance Health has shown consistent earnings growth, with a 16% CAGR since 2014, and recent quarterly results exceeded expectations despite a slight revenue decline. The company's Carelon segment is a key growth driver, benefiting from cost savings and external revenue, with nearly 10% growth year-over-year. Elevance has a strong dividend growth history, with a 14.5% CAGR over the last decade, supported by robust earnings and a low payout ratio.
Warehouses De Pauw's detailed earnings report for H1 2024 shows an increase in EPRA earnings by 8.1% compared to last year. The REIT aims to reach an EPRA EPS of 1.47 EUR for the full year and 1.70 EUR by 2027, driven by leasing spreads and development portfolio. Despite trading at a premium, WDP's growth prospects and dividend yield make it a compelling investment at its current valuation.
Adobe needs a 15.5% CAGR to reach a $1 trillion market cap by 2035. The stock has enjoyed a 22.7% CAGR over the last decade.
Northrop Grumman to report Q2 earnings, with expectations of slowdown in key growth programs and pressure on margins from fixed-cost contracts. Signs of emerging growth areas internationally, with potential for increased contracts in Europe and focus on high-end threats like missiles and drones. Valuation indicates capped upside, with expectations of 4.5% CAGR in sales and 16-17% CAGR in operating income over the next three years.
Growing your portfolio at 20% per year with high CAGR stocks is difficult. Indeed, most hedge funds fail to come close to even 10%.