Fastenal Company (FAST) on Decifer

Why it ranks here

• It earns strong returns on the money it puts to work, around 28% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is expected to grow about 9% a year, profits grew 10% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares.

The current read

The evidence on FAST lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Reshoring & Infrastructure Construction Supercycle: Federal infrastructure funding, reshoring of manufacturing and semiconductor/EV plant construction are driving a durable US non-residential and civil construction cycle.

Read the full FAST research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.