A recent downturn in China’s economic data sparked extreme volatility in global equity markets during the week of August 24, 2015. Much of the selling, though, was likely overdone as a slowdown in China does not affect all businesses in North America. Coupled with 3.7% U.S. Real GDP growth for Q2 2015, the companies on our list today will likely weather this storm better than others, making for resilient stocks in an investor’s portfolio.
Pilgrims Pride Corp. (NASDAQ: PPC) – $20.37
Food Processing
Pilgrim’s Pride Corporation (Pilgrim’s) is a producer of chicken products with operations in the United States, Mexico, and Puerto Rico. The Company is engaged in the production, processing, marketing and distribution of fresh, frozen and value-added chicken products to retailers, distributors and foodservice operators. Pilgrim’s Pride focuses on the foodservice industry, principally chain restaurants and food processors, such as Chick-fil-A and Yum! Brands; distributors, such as U.S. Foods and Sysco and retail customers, including grocery store chains, and wholesale clubs, such as Kroger, Wal-Mart, Costco, Publix and Sam’s Club.
- Market Cap: $5,289,786,404
- Free Cash Flow CAGR (2 years): 186.2%
- Debt/EBITDA: 0.6
- Working Capital (LFQ): $1,085,154,000
Qorvo Inc. (NASDAQ: QRVO) – $52.75
Semiconductor Equipment & Testing
Qorvo, Inc. (QRVO), formerly Rocky Holding, Inc., is a provider of core technologies and radio frequency (RF) solutions for mobile, infrastructure, and aerospace and defense applications. The Company is engaged in two businesses: mobile products, and infrastructure and defense products. Qorvo operates through two subsidiaries: RF Micro Devices, Inc. (RFMD) and TriQuint Semiconductor, Inc. (TriQuint). Its partners for infrastructure and defense applications include Arris, Ericsson, Raytheon, ZTE, Hughes, IAI ELTA, Huawei and Broadcom.
- Market Cap: $7,887,753,023
- Free Cash Flow CAGR (2 years): 184.7%
- Debt/EBITDA: 0.0
- Working Capital (LFQ): $1,244,490,000
Micron Technology Inc. (NASDAQ: MU) – $14.42
Semiconductors
Micron Technology, Inc. is a global provider of semiconductor devices. Through the Company’s global operations, it manufactures and markets a full range of Dynamic Random Access Memory (DRAM), NAND Flash and NOR Flash memory, as well as other memory technologies, packaging solutions and semiconductor systems for use in leading-edge computing, consumer, networking, automotive, industrial, embedded and mobile products.
- Market Cap: $15,623,141,756
- Free Cash Flow CAGR (2 years): 170.7%
- Debt/EBITDA: 1.2
- Working Capital (LFQ): $5,442,000,000
Tableau Software Inc. (NYSE: DATA) – $96.36
Software
Tableau Software, Inc. (Tableau) is a provider of analytics and business intelligence software solutions. The Company’s products are Tableau Desktop, a self-service analytics product, Tableau Server, a business intelligence platform for organizations, Tableau Online, a cloud-based version of Tableau Server, and Tableau Public, a free cloud-based platform for analyzing and sharing public data. Tableau Software’s products are used by people across a range of organizations, including Fortune 500 corporations, small and medium-sized businesses, government agencies, universities, research institutions and non-profits.
- Market Cap: $6,921,801,477
- Free Cash Flow CAGR (2 years): 170.5%
- Debt/EBITDA: 0.0
- Working Capital (LFQ): $659,091,000
