• United Rentals Inc. (URI $806.61)
  • $806.61 P/E (TTM): 21.48X Cap: $51.89B
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• GATX Corporation (GATX $152.69)
  • $152.69 P/E (TTM): 18.31X Cap: $5.45B
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• Murphy USA Inc. (MUSA $358.25)
  • $358.25 P/E (TTM): 15.06X Cap: $6.71B
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• SPX Technologies Inc. (SPXC $207.28)
  • $207.28 P/E (TTM): 45.18X Cap: $11.03B
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• The Ensign Group Inc. (ENSG $177.56)
  • $177.56 P/E (TTM): 32.23X Cap: $10.28B
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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 $806.61)
  • $806.61 P/E (TTM): 21.48X Cap: $51.89B
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• AAON Inc. (AAON $91.95)
  • $91.95 P/E (TTM): 77.08X Cap: $8.32B
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• Coca-Cola Consolidated Inc. (COKE $159.65)
  • $159.65 P/E (TTM): 5.76X Cap: $13.63B
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• GATX Corporation (GATX $152.69)
  • $152.69 P/E (TTM): 18.31X Cap: $5.45B
  • View GATX Profile
  • View Questions on GATX
• Murphy USA Inc. (MUSA $358.25)
  • $358.25 P/E (TTM): 15.06X Cap: $6.71B
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• Construction Partners Inc. (ROAD $104.45)
  • $104.45 P/E (TTM): 78.54X Cap: $5.85B
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• SPX Technologies Inc. (SPXC $207.28)
  • $207.28 P/E (TTM): 45.18X Cap: $11.03B
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• Tetra Tech Inc. (TTEK $35.69)
  • $35.69 P/E (TTM): 45.26X Cap: $9.51B
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• The Ensign Group Inc. (ENSG $177.56)
  • $177.56 P/E (TTM): 32.23X Cap: $10.28B
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• ExlService Holdings Inc. (EXLS $38.77)
  • $38.77 P/E (TTM): 27.01X Cap: $6.27B
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• Robinhood Markets Inc. (HOOD $115.97)
  • $115.97 P/E (TTM): 51.04X Cap: $104.27B
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• Skyward Specialty Insurance Group Inc. (SKWD $48.48)
  • $48.48 P/E (TTM): 14.45X Cap: $2B
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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 $546.71)
  • $546.71 P/E (TTM): 72.59X Cap: $195.98B
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• Eli Lilly and Company (LLY $1,021.70)
  • $1,021.70 P/E (TTM): 50.16X Cap: $965.89B
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• ResMed Inc. (RMD $244.71)
  • $244.71 P/E (TTM): 25.02X Cap: $35.71B
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• Medpace Holdings Inc. (MEDP $585.76)
  • $585.76 P/E (TTM): 41.27X Cap: $16.49B
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• The Ensign Group Inc. (ENSG $177.56)
  • $177.56 P/E (TTM): 32.23X Cap: $10.28B
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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