Carmax
Ticker: KMX
Industry: Consumer discretionary and staples
Market cap: $13 billion
Last fiscal year CFROI: 10.6%
HOLT upside: 49%
Source: Credit Suisse
JB Hunt Transport
Ticker: JBHT
Industry: Industrials
Market cap: $11 billion
Last fiscal year CFROI: 13.2%
HOLT upside: 82%
Source: Credit Suisse
Snap-On
Ticker: SNA
Industry: Industrials
Market cap: $9 billion
Last fiscal year CFROI: 17.7%
HOLT upside: 109%
Source: Credit Suisse
Amphenol
Ticker: APH
Industry: Technology and communication services
Market cap: $28 billion
Last fiscal year CFROI: 23.1%
HOLT upside: 58%
Source: Credit Suisse
FLIR Systems
Ticker: FLIR
Industry: Technology and communication services
Market cap: $6 billion
Last fiscal year CFROI: 14.3%
HOLT upside: 22%
Source: Credit Suisse
Waters
Ticker: WAT
Industry: Healthcare
Market cap: $18 billion
Last fiscal year CFROI: 14.7%
HOLT upside: -3%
Source: Credit Suisse
Globus Medical
Ticker: GMED
Industry: Healthcare
Market cap: $5 billion
Last fiscal year CFROI: 11.8%
HOLT upside: 41%
Source: Credit Suisse
March & McLennan
Ticker: MMC
Industry: Financials
Market cap: $47 billion
Last fiscal year CFROI: 26.2%
HOLT upside: 2%
Source: Credit Suisse
Moody's Corp.
Ticker: MCO
Industry: Financials
Market cap: $35 billion
Last fiscal year CFROI: 36.5%
HOLT upside: -2%
Source: Credit Suisse
Packaging Corp. of America
Ticker: PKG
Industry: Energy and materials
Market cap: $9 billion
Last fiscal year CFROI: 10.8%
HOLT upside: 66%
Source: Credit Suisse
Valvoline
Ticker: VVV
Industry: Energy and materials
Market cap: $4 billion
Last fiscal year CFROI: 18.5%
HOLT upside: -5%
Source: Credit Suisse