tangible assets

We neglect companies with very low liquidity. Free cash flow must be there for the smooth functioning of company. Quality of earnings is ensured by eliminating companies with cash flow from operations less than profit of last year. Companies with high leverage is avoided. A minimum cash cushion is ensured to survive volatility. Higher ROE is not considered important because of mean reversion of ROE. Companies with low amount of tangible assets are eliminated. valueresearchonline.com can be used to assess the bankruptcy risk and fraudulent accounting risk.

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S.No. Name CMP Rs. P/E Mar Cap Rs.Cr. Div Yld % NP Qtr Rs.Cr. Qtr Profit Var % Sales Qtr Rs.Cr. Qtr Sales Var % ROCE % Vol 1d Free Cash Flow 5Yrs Rs.Cr. EV / EBIT
1. Studio LSD 8.8539.5945.920.00-3.49-149.6439.27-37.2072.754000011.82-0.26
2. Ashoka Buildcon 111.923.003141.850.002111.41-71.231827.33-23.4839.7015191662785.971.54
3. Sr.Rayala.Hypo 421.307.02723.150.7124.3113.05141.171.9514.8611390439.902.30
4. Unique Organics 75.596.8345.000.001.97-34.7717.43-71.2450.11212820.262.98
5. CapitalNumbers 85.907.80209.831.1614.808.1152.674.9426.47600080.043.37
6. Prakash Pipes 181.1210.81433.211.3310.11-56.25181.15-5.9026.83116296178.773.56
7. Par Drugs & Che. 82.477.30101.480.004.80727.5929.3437.2318.35761651.443.59
8. Jayant Infratech 50.965.2252.680.004.5459.8654.62-0.9422.2960005.853.59
9. Balmer Law. Inv. 68.738.841525.626.2666.572.45659.354.1417.1991939691.423.60
10. NIS Management 45.104.6889.300.002.83-20.73102.802.6611.99240026.113.93
11. Siddhi Cotspin 30.506.0174.440.005.44-8.42219.69-56.7515.573600109.683.99
12. B P C L 278.154.83120675.536.297188.4089.98119029.435.1816.221400372065209.774.38
13. J Kumar Infra 454.408.563438.240.8883.86-6.591305.73-12.1819.9882452732.444.78
14. All E Tech 166.0011.07335.220.906.18-1.2535.70-0.8129.605680064.664.84
15. Ganesh Benzopl. 79.216.98570.230.0016.15-12.18105.3318.0617.5693588122.344.91
S.No. Name CMP Rs. P/E Mar Cap Rs.Cr. Div Yld % NP Qtr Rs.Cr. Qtr Profit Var % Sales Qtr Rs.Cr. Qtr Sales Var % ROCE % Vol 1d Free Cash Flow 5Yrs Rs.Cr. EV / EBIT
16. Kamdhenu 19.106.90538.401.3120.8067.07168.83-3.5028.911103922289.134.98
17. Expleo Solutions 720.859.551118.746.9422.1366.38279.358.4521.4717393266.895.02
18. Cybertech Sys. 108.1610.22336.713.706.53-27.7757.84-1.2519.4519999143.765.10
19. Agarwal Toughene 83.206.84147.050.0012.26170.0445.88105.8324.38816001.315.11
20. Mahalaxmi Rubtec 163.088.26173.200.006.0411.4427.399.4730.12445639.285.25
21. Wim Plast 358.157.13429.902.7912.72-1.7883.25-10.5614.8511054246.835.34
22. Pudumjee Paper 72.527.43688.580.8320.715.77203.755.1922.35152284234.965.39
23. Nitta Gelatin 794.908.92721.770.7525.5930.41149.7211.2024.654787224.925.43
24. CG-VAK Software 197.258.3499.620.513.2420.9018.65-5.5218.73486920.415.48
25. DCM Shriram Inds 36.697.86479.105.45-3.12-113.62526.85-1.1713.73113510346.125.53

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Market capitalization > 500 AND Price to earning < 15 AND Return on capital employed > 22%