The Big 5 Growth Rates

Five key metrics that reveal whether a company has a durable competitive advantage and consistent financial performance.

What are the Big 5?

The Big 5 are five financial growth metrics that value investors use to quickly assess the quality of a business. Rather than looking at a single year's results, the Big 5 measure how consistently a company has grown over a decade — revealing whether its success is structural or just a lucky streak.

A company that grows all five metrics at 10% or more per year for a decade almost certainly has a strong competitive moat — something that protects it from competition and allows it to compound value for shareholders over time.

1
EPS GrowthEarnings Per Share

Is the company becoming more profitable per share over time? Rising EPS means the business is earning more money for each share you own.

2
Equity GrowthBook Value Per Share

Is the company building owner value over time? Equity per share (total equity ÷ shares outstanding) shows how much the business is worth on paper per share.

3
Sales GrowthRevenue

Is the company consistently growing its top line? Sustained revenue growth is the foundation of long-term earnings growth.

4
FCF GrowthFree Cash Flow

Is the company generating more real cash each year? Free cash flow (operating cash flow minus capex) is the lifeblood of a business — it funds dividends, buybacks, and reinvestment.

5
ROICReturn on Invested Capital

Is management efficiently deploying capital? ROIC measures how much profit the company generates for every dollar invested in the business.

Learn more about ROIC →

Why it matters

A company that consistently grows all five metrics at 10%+ per year likely has a strong moat — a durable competitive advantage that protects it from competition. Think of brands, patents, network effects, or switching costs that make it hard for competitors to steal customers.

The Big 5 filter out companies that look good in one year but lack staying power. If a company can grow EPS, equity, sales, and free cash flow at 10%+ for a decade while maintaining high ROIC, it's almost certainly a wonderful business — the kind worth owning for the long term.

How it's calculated

Each of the first four metrics is measured as a CAGR (Compound Annual Growth Rate) over 10 years. If 10 years of data isn't available, 5 years is used as a fallback.

CAGR Formula

CAGR = (End Value / Start Value) ^ (1 / Years) - 1

ROIC is not measured as a CAGR — it's a rate (profit ÷ invested capital). PaybackPrice uses the average of the most recent 3 years for stability.

Example

If a company's EPS was $1.00 ten years ago and is $2.59 today:

CAGR = (2.59 / 1.00) ^ (1/10) - 1
     = 2.59 ^ 0.1 - 1
     = 1.10 - 1
     = 0.10 = 10% per year ✓

This company passes the EPS growth test — it has grown earnings at exactly 10% per year for a decade.

How PaybackPrice uses it

PaybackPrice automatically calculates all five metrics for any US stock using 10 years of financial data from Financial Modeling Prep. Each metric is shown with a green ✓ (pass, ≥ 10%) or red ✗ (fail, < 10%), so you can assess a company's quality at a glance — without touching a spreadsheet.

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