Companies growing without stockpiles | Nillo

Create your checklist

Tracking date:
2026-10-06
1
2
3
4
PPCPilgrim's Pride Corporation
5
CROXCrocs, Inc.
6
SYYSysco Corporation
7
BOOTBoot Barn Holdings, Inc.
8
BRBRBellRing Brands, Inc.
9
YETIYETI Holdings, Inc.
10
URBNUrban Outfitters, Inc.

Tracking date:

2026-10-06

		Tracking results	Current price / Fair value	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15
1			$570.37 / $473.7885	PASS	PASS	PASS	UNKNOWN	PASS	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
2			$82.91 / $161.1351	PASS	UNKNOWN	PASS	PASS	PASS	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
3			$127.22 / $234.4504	PASS	UNKNOWN	PASS	UNKNOWN	PASS	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
4	PPCPilgrim's Pride Corporation		$28.65 / $162.851	PASS	UNKNOWN	PASS	PASS	UNKNOWN	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
5	CROXCrocs, Inc.		$114.98 / $89.3821	PASS	UNKNOWN	PASS	PASS	UNKNOWN	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
6	SYYSysco Corporation		$78.14 / $91.1333	PASS	UNKNOWN	PASS	PASS	FAIL	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
7	BOOTBoot Barn Holdings, Inc.		$119.81 / $19.1821	PASS	PASS	PASS	UNKNOWN	FAIL	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
8	BRBRBellRing Brands, Inc.		$8.545 / $116.0867	PASS	UNKNOWN	PASS	PASS	FAIL	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
9	YETIYETI Holdings, Inc.		$39.79 / $22.6425	PASS	UNKNOWN	PASS	UNKNOWN	UNKNOWN	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS
10	URBNUrban Outfitters, Inc.		$82.21 / $28.8735	PASS	UNKNOWN	PASS	UNKNOWN	FAIL	UNKNOWN	PASS	UNKNOWN	PASS	PASS	PASS	PASS	PASS	PASS	PASS

1

Companies that directly bear the inventory risk of products sold in their core business.

2

Companies with an operating system that adjusts production and purchasing volumes in small batches based on actual sales data.

3

Companies whose revenue, excluding the effects of acquisitions, has grown at a positive compound annual rate over the last three years.

4

Companies whose core business has increased product sales volume over the last three years.

5

Companies whose average days inventory outstanding over the trailing 12 months is no higher than in the preceding 12 months.

6

Companies whose inventory growth rate before inventory valuation allowances in the most recent fiscal year is no higher than their revenue growth rate.

7

Companies whose gross margin in the most recent fiscal year is at least the median gross margin of the preceding three fiscal years.

8

Companies whose inventory write-downs as a proportion of cost of goods sold in the most recent fiscal year are no higher than three years earlier.

9

Companies with positive operating income in each of the last three fiscal years.

10

Companies whose cumulative operating cash flow over the last three years remains positive after excluding the effects of changes in inventory and trade payables.

11

Companies whose trailing 12-month operating cash flow is positive after deducting capital expenditures and lease principal payments classified separately from operating cash flow.

12

Companies whose cumulative operating cash flow over the last three years is positive after deducting capital expenditures and lease principal payments classified separately from operating cash flow over the same period.

13

Companies whose operating cash flow before rent and interest payments in the most recent fiscal year is at least twice the sum of cash rent and interest payments.

14

Companies whose currently available cash plus trailing 12-month cash flow after investment and lease payments is at least equal to debt principal repayments due within the next 12 months.

15

Companies with a P/E ratio of no more than 20 based on normalized net income calculated by applying the median net profit margin of the last five fiscal years to trailing 12-month revenue.