Table 2. The IBD Stable 70: Passing Companies (Ranked by Earnings Stability*)
Company (Exchange: Ticker) 5-Yr
EPS
Grth
(%)
EPS
Grth
Est
(%)
EPS
Grth Q1
vs Q5
(%)
R-Sq
7-Yr
EPS
Grth
(%)
5-Yr
Sales
Grth
(%)
Market
Cap
($ Mil)
P/E
Ratio
(X)
Price as
% of
52-Wk
High
(%)
Desciption
Bed Bath & Beyond (M: BBBY) 31 19.9 17.6 99.9 26.5 11,977.00 26 90 retail domestic merch
Fiserv, Inc. (M: FISV) 21.3 16.3 11.9 99.8 19.7 7,843.20 21.8 98 data process'g; info mgmt
Patterson Companies (M: PDCO) 24.3 19 19.2 99.8 17.4 5,882.00 35.1 97 dental, rehab supply distrib
Harley-Davidson (N: HDI) 29.2 16.4 23.8 99.8 18.9 17,492.80 20.6 93 motorcycle co parent
Education Mgmt. Corp. (M: EDMC) 27.1 20.4 83.3 99.8 26.7 2,342.10 29.5 87 private education
Donaldson Company (N: DCI) 12.5 12.3 10.3 99.7 8.4 2,562.20 25.5 89 mfrs filtration sys
Capital One Finc'l Corp. (N: COF) 29.6 14.8 60.5 99.6 31.5 19,893.10 12.5 97 financial prods holding co
Bank of Marin (M: BMRC) 16.9 na 25 99.6 10.3 176.8 20.9 95 bank servs in California
Walgreen Co. (N: WAG) 16.5 15.2 32 99.5 16 42,387.30 29.6 99 retail drugstores
Lowe's Companies (N: LOW) 28.7 17.4 19.3 99.5 18.3 43,784.60 21.7 94 retail home improvement
Matthew's Int'l (M: MATW) 17.1 na 41.7 99.5 15.9 1,142.60 20.6 92 memorialization prods
Univ. of Phoenix Online (M: UOPX) 82.4 na 75.9 99.4 63.7 7,641.50 61.1 93 online college
Fauquier Bankshares (M: FBSS) 14.7 na 11.1 99.3 5 83.8 19.3 97 bank
Student Loan Corp. (N: STU) 23.7 na 34.9 99.3 5.2 3,542.00 13.4 95 student loan servs
D.R. Horton Inc. (N: DHI) 34.8 16.6 51.5 99.2 28 8,847.50 9.1 89 national homebuilder
Total System Services (N: TSS) 20.8 13.6 11.1 99.1 21.6 4,622.00 31.3 76 electronic pay process'g
Investors Finc'l Servs C (M: IFIN) 38.4 22.8 31 99 25.9 3,111.80 23 93 financial asset admin servs
W Holding Company (N: WHI) 25.2 16.5 25.9 99 24 2,361.20 18 93 financial holding co
FactSet Research Sys. (N: FDS) 24.6 16 26.8 99 19.4 1,732.10 30 92 financial intelligence
CACI International (N: CAI) 26.7 21.3 51.1 98.9 21.5 1,803.70 26.3 89 information technology
Wintrust Finc'l Corp. (M: WTFC) 32.8 17.3 14.3 98.7 18.3 1,171.50 24.4 86 banking services
Smithtown Bancorp (M: SMTB) 23.8 na 12.5 98.6 15.5 174.6 17.9 71 bank holding co
American Vanguard Corp. (A: AVD) 38.2 na 37.5 98.5 13.3 302.2 24.5 81 chem mfr holding co
Sonic Corp. (M: SONC) 19.8 16.7 22.7 98.4 15.8 1,889.80 30.8 97 drive-in restaurants
UCBH Holdings (M: UCBH) 35 18 29.7 98.4 14.8 1,947.40 24.9 89 bank holding co
Forest Laboratories (N: FRX) 53 18.6 56.9 98.4 33.8 15,587.30 17.8 54 pharmaceutical prods
Penn. Comm. Bancorp (M: COBH) 21.6 na 38.8 98.1 17.9 181 19.6 98 bank holding co
Doral Financial Corp. (N: DRL) 36.8 20.6 44.4 98.1 24.7 5,175.30 13.3 97 financial servs co
Ryland Group, Inc. (N: RYL) 46.5 12.9 36.7 98 14.3 2,649.90 9.5 96 homebuilder; mortgage co
Golden West Financial (N: GDW) 22.8 13.8 14 97.9 3.6 18,393.80 15.1 96 savings & loan holding co
M/I Homes, Inc. (N: MHO) 28 8 19.4 97.9 7.7 748.4 8.4 96 homebuilder
Beazer Homes USA (N: BZH) 31 14.3 38.1 97.8 22.9 1,897.60 8 92 home designer
NVR, Inc. (A: NVR) 58.4 12.5 51.4 97.6 18.8 4,510.10 11.6 91 homebuilding; mortgage co
Johnson & Johnson (N: JNJ) 18.4 11.9 12.9 96.8 11.4 185,809.30 20.5 97 health products
Texas Reg'l Bancshares (M: TRBS) 19.9 12.2 17.1 96.5 10.7 1,577.30 21.2 89 bank holding co
Chico's FAS, Inc. (N: CHS) 57.4 24.8 32.3 96.3 48.4 4,414.00 33.2 99 women's clothing
Brown & Brown (N: BRO) 31.5 16 15.8 96.2 20.5 3,034.30 24.4 94 insurance co
L-3 Communic'ns Hldgs. (N: LLL) 34.4 16.8 21.5 96 37.3 7,947.00 20.7 89 aerospace & defense prods
Commerce Bancorp (N: CBH) 29.5 18.3 27.1 95.9 23 4,914.00 20.1 92 bank holding co
Centex Corp. (N: CTX) 26.4 15.7 11.8 95.3 14.8 6,958.00 8.7 93 resid'l construct; finc'l serv
Coach, Inc. (N: COH) 69.8 20.5 56.5 95.1 21.1 10,456.40 37.4 96 leather goods & accessories
First BanCorp. (N: FBP) 21.1 14.5 56.5 94.2 10.8 2,398.60 17.1 91 Puerto-Rican finc'l holding co
Shuffle Master (M: SHFL) 48.5 28.3 33.3 92.9 24 1,036.60 48.9 92 prods for gaming industry
ScanSource (M: SCSC) 28.7 20.3 42 92.5 32 812 25.5 86 specialty technology prods
Pulte Homes (N: PHM) 33.7 15 55.3 91.7 25.8 7,831.90 9.6 94 homebuild & finc'l servs
ITT Educational Servs. (N: ESI) 38.2 20 14.3 91.5 12.4 2,113.10 32.6 76 tech degree programs
First Niagara Financial (M: FNFG) 33 12.8 21.4 91.3 13 1,106.90 21.1 84 savings bank
Cognizant Tech Sol'ns (M: CTSH) 50.3 33.4 53.8 87.3 44.4 5,323.70 65.4 92 information technology servs
Western Sierra Bancorp (M: WSBA) 38.2 13 18.6 86.6 12.1 286.9 22.1 90 bank holding co
Raven Industries (M: RAVN) 28.5 13.5 31.8 85.3 -1.7 322.4 19.6 66 industrial manufacturer
CUNO Inc. (M: CUNO) 16.6 13.8 17.4 84.3 9.8 967.8 29.4 84 filtration products

*As measured by R-squared.

Exchange Key: N=New York Stock Exchange, M=Nasdaq National Market or Nasdaq Small Cap Market, A=American Stock Exchange

Sources: AAII's Stock Investor Pro/Reuters Research Inc. and I/B/E/S. Data as of January 7, 2005.