• United Rentals Inc. (URI $789.90)
  • $789.90 P/E (TTM): 20.53X Cap: $50.26B
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• GATX Corporation (GATX $164.76)
  • $164.76 P/E (TTM): 19.48X Cap: $5.90B
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• Murphy USA Inc. (MUSA $386.92)
  • $386.92 P/E (TTM): 16.58X Cap: $7.35B
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• SPX Technologies Inc. (SPXC $209.32)
  • $209.32 P/E (TTM): 44.59X Cap: $10.43B
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• The Ensign Group Inc. (ENSG $174.14)
  • $174.14 P/E (TTM): 31.77X Cap: $10.08B
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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 $789.90)
  • $789.90 P/E (TTM): 20.53X Cap: $50.26B
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• AAON Inc. (AAON $81.65)
  • $81.65 P/E (TTM): 71.75X Cap: $7.23B
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• Coca-Cola Consolidated Inc. (COKE $163.23)
  • $163.23 P/E (TTM): 23.93X Cap: $14.36B
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• GATX Corporation (GATX $164.76)
  • $164.76 P/E (TTM): 19.48X Cap: $5.90B
  • View GATX Profile
  • View Questions on GATX
• Murphy USA Inc. (MUSA $386.92)
  • $386.92 P/E (TTM): 16.58X Cap: $7.35B
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• Construction Partners Inc. (ROAD $103.60)
  • $103.60 P/E (TTM): 56.62X Cap: $5.89B
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• SPX Technologies Inc. (SPXC $209.32)
  • $209.32 P/E (TTM): 44.59X Cap: $10.43B
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• Tetra Tech Inc. (TTEK $33.74)
  • $33.74 P/E (TTM): 36.71X Cap: $8.90B
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• The Ensign Group Inc. (ENSG $174.14)
  • $174.14 P/E (TTM): 31.77X Cap: $10.08B
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• ExlService Holdings Inc. (EXLS $40.06)
  • $40.06 P/E (TTM): 27.7X Cap: $6.37B
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• Robinhood Markets Inc. (HOOD $135.71)
  • $135.71 P/E (TTM): 54.98X Cap: $122.02B
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• Skyward Specialty Insurance Group Inc. (SKWD $47.00)
  • $47.00 P/E (TTM): 13.83X Cap: $1.82B
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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 $558.13)
  • $558.13 P/E (TTM): 76.0X Cap: $200.96B
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• Eli Lilly and Company (LLY $982.22)
  • $982.22 P/E (TTM): 49.43X Cap: $928.57B
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• ResMed Inc. (RMD $246.52)
  • $246.52 P/E (TTM): 26.26X Cap: $36.49B
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• Medpace Holdings Inc. (MEDP $544.08)
  • $544.08 P/E (TTM): 38.33X Cap: $15.32B
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• The Ensign Group Inc. (ENSG $174.14)
  • $174.14 P/E (TTM): 31.77X Cap: $10.08B
  • 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