• United Rentals Inc. (URI $819.51)
  • $819.51 P/E (TTM): 21.33X Cap: $52.14B
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• GATX Corporation (GATX $172.33)
  • $172.33 P/E (TTM): 20.16X Cap: $6.15B
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• Murphy USA Inc. (MUSA $406.63)
  • $406.63 P/E (TTM): 17.1X Cap: $7.61B
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• SPX Technologies Inc. (SPXC $205.66)
  • $205.66 P/E (TTM): 44.55X Cap: $10.23B
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• The Ensign Group Inc. (ENSG $176.33)
  • $176.33 P/E (TTM): 31.96X Cap: $10.22B
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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 $819.51)
  • $819.51 P/E (TTM): 21.33X Cap: $52.14B
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• AAON Inc. (AAON $75.70)
  • $75.70 P/E (TTM): 62.11X Cap: $6.18B
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• Coca-Cola Consolidated Inc. (COKE $154.62)
  • $154.62 P/E (TTM): 22.87X Cap: $13.72B
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• GATX Corporation (GATX $172.33)
  • $172.33 P/E (TTM): 20.16X Cap: $6.15B
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• Murphy USA Inc. (MUSA $406.63)
  • $406.63 P/E (TTM): 17.1X Cap: $7.61B
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• Construction Partners Inc. (ROAD $111.60)
  • $111.60 P/E (TTM): 62.13X Cap: $6.30B
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• SPX Technologies Inc. (SPXC $205.66)
  • $205.66 P/E (TTM): 44.55X Cap: $10.23B
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• Tetra Tech Inc. (TTEK $34.11)
  • $34.11 P/E (TTM): 36.59X Cap: $8.87B
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• The Ensign Group Inc. (ENSG $176.33)
  • $176.33 P/E (TTM): 31.96X Cap: $10.22B
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• ExlService Holdings Inc. (EXLS $43.27)
  • $43.27 P/E (TTM): 29.46X Cap: $6.87B
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• Robinhood Markets Inc. (HOOD $117.43)
  • $117.43 P/E (TTM): 49.22X Cap: $105.59B
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• Skyward Specialty Insurance Group Inc. (SKWD $52.12)
  • $52.12 P/E (TTM): 15.39X Cap: $2.09B
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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 $575.40)
  • $575.40 P/E (TTM): 76.33X Cap: $203.97B
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• Eli Lilly and Company (LLY $1,078.73)
  • $1,078.73 P/E (TTM): 52.73X Cap: $1.01T
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• ResMed Inc. (RMD $242.85)
  • $242.85 P/E (TTM): 25.05X Cap: $35.44B
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• Medpace Holdings Inc. (MEDP $569.98)
  • $569.98 P/E (TTM): 39.69X Cap: $16.05B
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• The Ensign Group Inc. (ENSG $176.33)
  • $176.33 P/E (TTM): 31.96X Cap: $10.22B
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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