• United Rentals Inc. (URI $988.59)
  • $988.59 P/E (TTM): 25.4X Cap: $63.52B
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• GATX Corporation (GATX $173.80)
  • $173.80 P/E (TTM): 20.05X Cap: $6.27B
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• Murphy USA Inc. (MUSA $382.15)
  • $382.15 P/E (TTM): 16.4X Cap: $7.32B
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• SPX Technologies Inc. (SPXC $188.32)
  • $188.32 P/E (TTM): 42.56X Cap: $8.80B
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• The Ensign Group Inc. (ENSG $176.50)
  • $176.50 P/E (TTM): 31.78X Cap: $10.18B
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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 $988.59)
  • $988.59 P/E (TTM): 25.4X Cap: $63.52B
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• AAON Inc. (AAON $103.04)
  • $103.04 P/E (TTM): 66.43X Cap: $7.82B
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• Coca-Cola Consolidated Inc. (COKE $119.82)
  • $119.82 P/E (TTM): 18.83X Cap: $10.48B
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• GATX Corporation (GATX $173.80)
  • $173.80 P/E (TTM): 20.05X Cap: $6.27B
  • View GATX Profile
  • View Questions on GATX
• Murphy USA Inc. (MUSA $382.15)
  • $382.15 P/E (TTM): 16.4X Cap: $7.32B
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• Construction Partners Inc. (ROAD $121.79)
  • $121.79 P/E (TTM): 92.38X Cap: $6.83B
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• SPX Technologies Inc. (SPXC $188.32)
  • $188.32 P/E (TTM): 42.56X Cap: $8.80B
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• Tetra Tech Inc. (TTEK $34.25)
  • $34.25 P/E (TTM): 42.17X Cap: $8.86B
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• The Ensign Group Inc. (ENSG $176.50)
  • $176.50 P/E (TTM): 31.78X Cap: $10.18B
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• ExlService Holdings Inc. (EXLS $42.35)
  • $42.35 P/E (TTM): 29.91X Cap: $7.05B
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• Robinhood Markets Inc. (HOOD $145.00)
  • $145.00 P/E (TTM): 75.85X Cap: $127.30B
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• Skyward Specialty Insurance Group Inc. (SKWD $48.27)
  • $48.27 P/E (TTM): 14.64X Cap: $1.94B
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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 $440.94)
  • $440.94 P/E (TTM): 63.0X Cap: $161.20B
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• Eli Lilly and Company (LLY $843.63)
  • $843.63 P/E (TTM): 54.89X Cap: $799.80B
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• ResMed Inc. (RMD $283.28)
  • $283.28 P/E (TTM): 29.29X Cap: $41.47B
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• Medpace Holdings Inc. (MEDP $531.85)
  • $531.85 P/E (TTM): 39.59X Cap: $14.89B
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• The Ensign Group Inc. (ENSG $176.50)
  • $176.50 P/E (TTM): 31.78X Cap: $10.18B
  • View ENSG Profile
  • View Questions on ENSG

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