15 Value stocks with double digit 5-yr annual revenue growth
u/Historical_Air_8997 ·
Reddit — r/ValueInvesting
· April 10, 2026 at 17:04
· ⬆ 15 pts
· 💬 25 comments
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Summary
The author screened for companies trading below 15 P/FCF that have achieved over 10% annualized revenue growth over the past 5 years.
The author highlights ENVA, CART, CRM, MELI, and UBER as the most compelling picks, arguing they are cheap, well-managed, and poised to benefit from AI.
Quality assessment: Well-researched DD based on fundamental screening (P/FCF and revenue growth), supplemented by qualitative opinions on specific tickers.
Score15
Comments25
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I pulled data, without AI, from FinViz and found 15 companies trading below 15 P/FCF that have had >10% annualized revenue growth over the last 5 years.
The most compelling on this list, for me, are ENVA, CART, CRM, MELI, and UBER. I think they all benefit from AI more than they would be harmed by it, they all have solid growth, good management, and imo they're cheap af. Should also note that MELI's PE is what I would call artificially reduced due to them growing cash reserves for their credit division, which is really just a good sign that their FinTech business is really taking off.
Note that I own 12 of these companies, I do not currently have shares of NICE, ACN, or AXP. This post isn't a recommendation of any company, just an interesting bit of research. Personally I would not buy more PUBM or OWL, but I am considering buying more of the others.
|**Ticker**|**P/FCF**|**PE**|Fwd PE|**5yr Perf**|**Revenue**|**Net Income**|**Rev 3/5 yr annualized**|**Market Cap**|
|:-|:-|:-|:-|:-|:-|:-|:-|:-|
|ENVA|2.03|12.4|7.65|317.06%|3.15B|308.39M|21.99% 23.80%|3.59B|
|CROX|7.7|na|7.1|24.07%|4.04B|\-81.20M|4.36% 23.86%|5.08B|
|NICE|8.37|9.99|7.83|\-57.90%|2.97B|617.08M|10.97% 12.34%|5.88B|
|PUBM|8.59|na|na|\-85.34%|282.93M|\-14.46M|3.34% 13.72%|397.01M|
|ACN|8.78|14.64|11.94|\-37.87%|72.11B|7.65B|4.19% 9.47%|109.74B|
|EPR|9.77|16.41|17.19|16.38%|718.79M|250.79M|3.00% 11.87%|4.11B|
|CART|10.16|24.16|13.59|na|3.74B|440.00M|13.62% 20.43%|9.24B|
|OWL|10.56|131.9|7.74|\-18.53%|2.87B|78.83M|27.97%62.95%|12.65B|
|CRM|10.59|21.16|11.1|\-28.57%|41.52B|7.46B|9.82% 14.34%|152.49B|
|MELI|11.26|44.87|25.64|11.54%|28.89B|2.00B|39.97%48.70%|89.61B|
|TTD|12.2|22.56|15.49|\-70.55%|2.90B|443.30M|22.44% 28.21%|9.71B|
|HALO|12.38|27.15|6.86|58.15%|1.40B|316.89M|28.38%39.16%|7.98B|
|AXP|13.4|20.39|15.61|112.25%|80.49B|10.70B|13.11% 16.08%|215.37B|
|UBER|14.95|15.02|16.38|22.99%|52.02B|10.05B|17.73% 36.10%|146.00B|
|LSPD|15.47|na|12.63|\-88.27%|1.19B|\-691.79M|25.22%54.93%|1.16B|
MELI trades below 15 P/FCF with 48.7% 5-year annualized revenue growth, and its PE is artificially inflated due to growing cash reserves for its credit division. The growing cash reserves indicate the FinTech business is taking off, meaning the underlying business is stronger and cheaper than headline PE suggests. Long MELI as a high-growth, reasonably priced compounder with a booming FinTech segment. Credit division defaults or macroeconomic weakness in Latin America.
PUBM appeared on the author's fundamental screen (8.59 P/FCF, 13.72% 5-yr rev growth). Despite meeting the quantitative criteria, the author explicitly notes they would not buy more shares of this company. Avoid PUBM in favor of the higher-conviction picks on the list. The stock is quantitatively cheap and could rebound.
CRM trades at 10.59 P/FCF with 14.34% 5-year annualized revenue growth. The company has solid management, consistent growth, and is positioned to benefit from AI rather than be disrupted by it, all while trading at a cheap free cash flow multiple. Buy CRM as a value-priced tech incumbent with AI tailwinds. AI integration fails to drive top-line growth or margins compress.
This Reddit post, published April 10, 2026,
features u/Historical_Air_8997
discussing MELI, PUBM, CRM.
3 trade ideas extracted by AI with direction and confidence scoring.