• United Rentals Inc. (URI $956.85)
  • $956.85 P/E (TTM): 24.44X Cap: $61.08B
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• GATX Corporation (GATX $169.69)
  • $169.69 P/E (TTM): 18.8X Cap: $5.86B
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• Murphy USA Inc. (MUSA $373.30)
  • $373.30 P/E (TTM): 15.66X Cap: $7.18B
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• SPX Technologies Inc. (SPXC $190.62)
  • $190.62 P/E (TTM): 43.06X Cap: $8.83B
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• The Ensign Group Inc. (ENSG $172.32)
  • $172.32 P/E (TTM): 30.92X Cap: $9.94B
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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 $956.85)
  • $956.85 P/E (TTM): 24.44X Cap: $61.08B
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• AAON Inc. (AAON $85.17)
  • $85.17 P/E (TTM): 57.22X Cap: $6.90B
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• Coca-Cola Consolidated Inc. (COKE $116.45)
  • $116.45 P/E (TTM): 17.95X Cap: $10.35B
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• GATX Corporation (GATX $169.69)
  • $169.69 P/E (TTM): 18.8X Cap: $5.86B
  • View GATX Profile
  • View Questions on GATX
• Murphy USA Inc. (MUSA $373.30)
  • $373.30 P/E (TTM): 15.66X Cap: $7.18B
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• Construction Partners Inc. (ROAD $121.81)
  • $121.81 P/E (TTM): 89.91X Cap: $6.80B
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• SPX Technologies Inc. (SPXC $190.62)
  • $190.62 P/E (TTM): 43.06X Cap: $8.83B
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• Tetra Tech Inc. (TTEK $36.68)
  • $36.68 P/E (TTM): 46.01X Cap: $9.67B
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• The Ensign Group Inc. (ENSG $172.32)
  • $172.32 P/E (TTM): 30.92X Cap: $9.94B
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• ExlService Holdings Inc. (EXLS $43.74)
  • $43.74 P/E (TTM): 32.77X Cap: $7.11B
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• Robinhood Markets Inc. (HOOD $103.97)
  • $103.97 P/E (TTM): 55.51X Cap: $90.82B
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• Skyward Specialty Insurance Group Inc. (SKWD $48.59)
  • $48.59 P/E (TTM): 15.43X Cap: $1.96B
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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 $472.11)
  • $472.11 P/E (TTM): 66.05X Cap: $168.89B
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• Eli Lilly and Company (LLY $729.76)
  • $729.76 P/E (TTM): 59.89X Cap: $694.86B
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• ResMed Inc. (RMD $275.84)
  • $275.84 P/E (TTM): 29.99X Cap: $41.28B
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• Medpace Holdings Inc. (MEDP $469.98)
  • $469.98 P/E (TTM): 34.89X Cap: $13.30B
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• The Ensign Group Inc. (ENSG $172.32)
  • $172.32 P/E (TTM): 30.92X Cap: $9.94B
  • 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