• United Rentals Inc. (URI $900.34)
  • $900.34 P/E (TTM): 23.66X Cap: $58.76B
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• GATX Corporation (GATX $158.15)
  • $158.15 P/E (TTM): 18.38X Cap: $5.63B
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• Murphy USA Inc. (MUSA $394.02)
  • $394.02 P/E (TTM): 15.73X Cap: $7.18B
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• SPX Technologies Inc. (SPXC $195.85)
  • $195.85 P/E (TTM): 43.5X Cap: $8.97B
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• The Ensign Group Inc. (ENSG $186.50)
  • $186.50 P/E (TTM): 33.7X Cap: $10.76B
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Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!

Upvote 12

Read Answer Asked by Chris on August 13, 2025

• United Rentals Inc. (URI $900.34)
  • $900.34 P/E (TTM): 23.66X Cap: $58.76B
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• AAON Inc. (AAON $104.97)
  • $104.97 P/E (TTM): 71.78X Cap: $7.96B
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• Coca-Cola Consolidated Inc. (COKE $128.17)
  • $128.17 P/E (TTM): 19.93X Cap: $11.09B
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• GATX Corporation (GATX $158.15)
  • $158.15 P/E (TTM): 18.38X Cap: $5.63B
  • View GATX Profile
  • View Questions on GATX
• Murphy USA Inc. (MUSA $394.02)
  • $394.02 P/E (TTM): 15.73X Cap: $7.18B
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• Construction Partners Inc. (ROAD $116.86)
  • $116.86 P/E (TTM): 86.76X Cap: $6.55B
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• SPX Technologies Inc. (SPXC $195.85)
  • $195.85 P/E (TTM): 43.5X Cap: $8.97B
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• Tetra Tech Inc. (TTEK $33.48)
  • $33.48 P/E (TTM): 42.23X Cap: $8.87B
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• The Ensign Group Inc. (ENSG $186.50)
  • $186.50 P/E (TTM): 33.7X Cap: $10.76B
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• ExlService Holdings Inc. (EXLS $41.47)
  • $41.47 P/E (TTM): 28.62X Cap: $6.66B
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• Robinhood Markets Inc. (HOOD $145.86)
  • $145.86 P/E (TTM): 71.32X Cap: $123.36B
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• Skyward Specialty Insurance Group Inc. (SKWD $46.76)
  • $46.76 P/E (TTM): 14.66X Cap: $1.87B
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Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!

Upvote 13

Read Answer Asked by Keith on August 13, 2025

• Intuitive Surgical Inc. (ISRG $551.25)
  • $551.25 P/E (TTM): 76.12X Cap: $197.61B
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• Eli Lilly and Company (LLY $826.41)
  • $826.41 P/E (TTM): 53.95X Cap: $781.25B
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• ResMed Inc. (RMD $259.21)
  • $259.21 P/E (TTM): 27.29X Cap: $37.95B
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• Medpace Holdings Inc. (MEDP $596.48)
  • $596.48 P/E (TTM): 45.0X Cap: $17.04B
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• The Ensign Group Inc. (ENSG $186.50)
  • $186.50 P/E (TTM): 33.7X Cap: $10.76B
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Q: Hi,

With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?

Gratefully,

Jacques IDS

Upvote 4

Read Answer Asked by Jacques on August 07, 2025