Zabka

The price is expensive. You pay 51.0× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 19% yearly growth; analysts expect 34%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is stretched. The company scores 16/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.