10 Best Growth At Reasonable Price for November 2025
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Market Overview & Selection Criteria
The current market landscape is marked by volatility and sector rotation, with investors seeking resilient growth and value opportunities amid macroeconomic uncertainty. Our selection methodology leverages ValueSense’s proprietary intrinsic value models, focusing on stocks with strong fundamentals, robust free cash flow, and attractive valuations relative to their intrinsic worth. We prioritize companies with high quality ratings, sustainable growth, and sectoral diversification, ensuring a balanced watchlist that spans technology, healthcare, and consumer sectors[1][2].
Featured Stock Analysis
Stock #1: Taiwan Semiconductor Manufacturing Company Limited (TSM)
| Metric | Value |
|---|---|
| Market Cap | $1,558.3B |
| Quality Rating | 8.2 |
| Intrinsic Value | $415.7 |
| 1Y Return | 58.1% |
| Revenue | NT$3,631.4B |
| Free Cash Flow | NT$889.9B |
| Revenue Growth | 37.0% |
| FCF margin | 24.5% |
| Gross margin | 59.0% |
| ROIC | 36.2% |
| Total Debt to Equity | 19.0% |
Investment Thesis
Taiwan Semiconductor Manufacturing Company (TSM) stands as the world’s largest pure-play semiconductor foundry, underpinning the global technology supply chain. With a market cap of $1,558.3B and a stellar 1-year return of 58.1%, TSM’s leadership in advanced chip manufacturing—especially in 3nm and 5nm nodes—positions it at the forefront of AI, mobile, and high-performance computing trends. The company’s intrinsic value is estimated at $415.7, highlighting a potential undervaluation relative to current market sentiment. TSM’s robust revenue of NT$3,631.4B and free cash flow of NT$889.9B reflect its operational strength and capital efficiency, further evidenced by a 24.5% FCF margin and a 36.2% ROIC.
Key Catalysts
- Continued global demand for advanced semiconductors in AI, automotive, and IoT.
- Expansion of high-margin, leading-edge process nodes (3nm, 5nm).
- Strategic partnerships with top technology firms and geopolitical tailwinds for non-Chinese supply chains.
- Strong free cash flow supporting R&D and capacity expansion.
Risk Factors
- Geopolitical tensions in the Taiwan Strait and U.S.-China relations.
- Cyclical downturns in semiconductor demand.
- High capital expenditure requirements for technology leadership.
Stock #2: Alibaba Group Holding Limited (BABA)
| Metric | Value |
|---|---|
| Market Cap | $393.8B |
| Quality Rating | 6.2 |
| Intrinsic Value | $471.6 |
| 1Y Return | 73.9% |
| Revenue | CN¥1,000.8B |
| Free Cash Flow | CN¥25.9B |
| Revenue Growth | 5.3% |
| FCF margin | 2.6% |
| Gross margin | 41.2% |
| ROIC | 15.8% |
| Total Debt to Equity | 21.2% |
Investment Thesis
Alibaba (BABA) is a dominant force in China’s e-commerce and cloud computing sectors, with a market cap of $393.8B and a remarkable 1-year return of 73.9%. Despite regulatory headwinds, Alibaba’s diversified business model—spanning online retail, logistics, and digital finance—continues to generate substantial revenue (CN¥1,000.8B) and free cash flow (CN¥25.9B). The company’s intrinsic value is calculated at $471.6, suggesting significant upside potential. Alibaba’s 5.3% revenue growth and 41.2% gross margin underscore its operational resilience, while a 15.8% ROIC reflects efficient capital allocation.
Key Catalysts
- Recovery in Chinese consumer spending and e-commerce penetration.
- Growth in cloud computing and international expansion.
- Strategic investments in logistics and digital finance.
Risk Factors
- Ongoing regulatory scrutiny and policy uncertainty in China.
- Intensifying competition from domestic and global e-commerce players.
- Currency and macroeconomic risks tied to the Chinese market.
Stock #3: AbbVie Inc. (ABBV)
| Metric | Value |
|---|---|
| Market Cap | $386.4B |
| Quality Rating | 6.1 |
| Intrinsic Value | $286.5 |
| 1Y Return | 8.0% |
| Revenue | $58.3B |
| Free Cash Flow | $18.2B |
| Revenue Growth | 6.1% |
| FCF margin | 31.3% |
| Gross margin | 74.3% |
| ROIC | 12.6% |
| Total Debt to Equity | (51,073.2%) |
Investment Thesis
AbbVie (ABBV) is a leading biopharmaceutical company, recognized for its diversified portfolio in immunology, oncology, and neuroscience. With a market cap of $386.4B and a 1-year return of 8.0%, AbbVie’s stable revenue base $58.3B and robust free cash flow $18.2B support ongoing innovation and shareholder returns. The company’s intrinsic value stands at $286.5, indicating a potential undervaluation. AbbVie’s 6.1% revenue growth, 74.3% gross margin, and 31.3% FCF margin highlight its profitability and operational efficiency.
Key Catalysts
- Expansion of immunology and oncology drug pipelines.
- Strong cash flow supporting R&D and dividend growth.
- Strategic acquisitions and global market penetration.
Risk Factors
- Patent expirations and biosimilar competition for key drugs.
- Regulatory risks and pricing pressures in pharmaceuticals.
- High leverage, as indicated by a negative total debt to equity ratio.
Stock #4: UnitedHealth Group Incorporated (UNH)
| Metric | Value |
|---|---|
| Market Cap | $310.1B |
| Quality Rating | 6.2 |
| Intrinsic Value | $598.9 |
| 1Y Return | -39.3% |
| Revenue | $435.2B |
| Free Cash Flow | $17.4B |
| Revenue Growth | 11.8% |
| FCF margin | 4.0% |
| Gross margin | 19.7% |
| ROIC | 19.0% |
| Total Debt to Equity | 78.9% |
Investment Thesis
UnitedHealth Group (UNH) is a global leader in healthcare services and insurance, with a market cap of $310.1B. Despite a 1-year return of -39.3%, UNH’s diversified revenue streams $435.2B and strong free cash flow $17.4B provide a solid foundation for long-term growth. The company’s intrinsic value is $598.9, and its 11.8% revenue growth and 19.0% ROIC reflect operational excellence. UNH’s integrated model, combining insurance and healthcare delivery, positions it to benefit from demographic trends and healthcare digitization.
Key Catalysts
- Expansion of value-based care and digital health initiatives.
- Growth in Medicare Advantage and international markets.
- Cost management and operational efficiencies.
Risk Factors
- Regulatory changes and reimbursement pressures in U.S. healthcare.
- Competitive dynamics in insurance and healthcare services.
- High debt levels (total debt to equity: 78.9%).
Stock #5: SAP SE (SAP)
| Metric | Value |
|---|---|
| Market Cap | $303.4B |
| Quality Rating | 6.4 |
| Intrinsic Value | $303.0 |
| 1Y Return | 11.3% |
| Revenue | €36.5B |
| Free Cash Flow | €6,482.0M |
| Revenue Growth | 9.7% |
| FCF margin | 17.8% |
| Gross margin | 73.5% |
| ROIC | 16.6% |
| Total Debt to Equity | 21.1% |
Investment Thesis
SAP SE is a global leader in enterprise software, specializing in ERP, analytics, and cloud solutions. With a market cap of $303.4B and a 1-year return of 11.3%, SAP’s transition to cloud-based services is driving recurring revenue growth 9.7% and strong free cash flow €6,482.0M. The company’s intrinsic value is €303.0, closely aligned with its market valuation. SAP’s 73.5% gross margin and 16.6% ROIC underscore its profitability and capital discipline.
Key Catalysts
- Accelerated adoption of cloud ERP and analytics platforms.
- Expansion into AI-driven business applications.
- Strong customer retention and global enterprise demand.
Risk Factors
- Intense competition from U.S. tech giants in cloud and SaaS.
- Currency fluctuations impacting euro-denominated earnings.
- Execution risks in large-scale digital transformation projects.
Stock #6: Cisco Systems, Inc. (CSCO)
| Metric | Value |
|---|---|
| Market Cap | $289.5B |
| Quality Rating | 6.6 |
| Intrinsic Value | $78.2 |
| 1Y Return | 34.4% |
| Revenue | $56.7B |
| Free Cash Flow | $13.3B |
| Revenue Growth | 5.3% |
| FCF margin | 23.5% |
| Gross margin | 65.1% |
| ROIC | 13.3% |
| Total Debt to Equity | 63.3% |
Investment Thesis
Cisco Systems (CSCO) is a foundational player in networking hardware, software, and cybersecurity, with a market cap of $289.5B and a 1-year return of 34.4%. Cisco’s intrinsic value is $78.2, and its $56.7B in revenue and $13.3B in free cash flow highlight its scale and cash generation. The company’s 23.5% FCF margin and 65.1% gross margin reflect operational efficiency, while a 13.3% ROIC demonstrates prudent capital allocation.
Key Catalysts
- Rising demand for secure, cloud-connected networking infrastructure.
- Expansion in cybersecurity and software subscriptions.
- Strategic acquisitions and global enterprise IT spending.
Risk Factors
- Competitive pressures from emerging networking and cloud vendors.
- Cyclical IT spending patterns.
- Exposure to global supply chain disruptions.
Stock #7: Micron Technology, Inc. (MU)
| Metric | Value |
|---|---|
| Market Cap | $249.7B |
| Quality Rating | 8.4 |
| Intrinsic Value | $368.6 |
| 1Y Return | 124.8% |
| Revenue | $37.4B |
| Free Cash Flow | $8,929.0M |
| Revenue Growth | 48.9% |
| FCF margin | 23.9% |
| Gross margin | 39.8% |
| ROIC | 15.9% |
| Total Debt to Equity | 27.2% |
Investment Thesis
Micron Technology (MU) is a leading memory and storage solutions provider, with a market cap of $249.7B and an impressive 1-year return of 124.8%. The company’s intrinsic value is $368.6, and its $37.4B in revenue and $8,929.0M in free cash flow reflect rapid growth and strong cash generation. Micron’s 48.9% revenue growth, 23.9% FCF margin, and 15.9% ROIC highlight its operational momentum, driven by demand for DRAM and NAND in AI, data centers, and mobile devices.
Key Catalysts
- Surging demand for high-performance memory in AI and cloud computing.
- Product innovation in next-generation DRAM and NAND.
- Strategic supply agreements with major technology firms.
Risk Factors
- Cyclical volatility in memory pricing and demand.
- Capital intensity of semiconductor manufacturing.
- Competitive pressures from global memory suppliers.
Stock #8: Salesforce, Inc. (CRM)
| Metric | Value |
|---|---|
| Market Cap | $249.0B |
| Quality Rating | 6.9 |
| Intrinsic Value | $270.9 |
| 1Y Return | -10.5% |
| Revenue | $39.5B |
| Free Cash Flow | $12.5B |
| Revenue Growth | 8.3% |
| FCF margin | 31.6% |
| Gross margin | 77.6% |
| ROIC | 10.8% |
| Total Debt to Equity | 4.6% |
Investment Thesis
Salesforce (CRM) is a global leader in customer relationship management (CRM) software, with a market cap of $249.0B. Despite a 1-year return of -10.5%, Salesforce’s $39.5B in revenue and $12.5B in free cash flow support ongoing innovation and platform expansion. The company’s intrinsic value is $270.9, and its 8.3% revenue growth, 77.6% gross margin, and 31.6% FCF margin underscore its profitability and recurring revenue model.
Key Catalysts
- Expansion of AI-powered CRM and analytics solutions.
- Growth in enterprise cloud adoption and digital transformation.
- Strategic acquisitions to broaden platform capabilities.
Risk Factors
- Slower enterprise IT spending and macroeconomic headwinds.
- Integration risks from acquisitions.
- Competitive pressures from other SaaS providers.
Stock #9: Novartis AG (NVS)
| Metric | Value |
|---|---|
| Market Cap | $241.1B |
| Quality Rating | 6.1 |
| Intrinsic Value | $137.7 |
| 1Y Return | 14.2% |
| Revenue | $55.5B |
| Free Cash Flow | $11.3B |
| Revenue Growth | 12.5% |
| FCF margin | 20.4% |
| Gross margin | 37.2% |
| ROIC | 19.1% |
| Total Debt to Equity | 71.6% |
Investment Thesis
Novartis (NVS) is a global pharmaceutical leader, with a market cap of $241.1B and a 1-year return of 14.2%. The company’s $55.5B in revenue and $11.3B in free cash flow support a strong pipeline in innovative medicines. Novartis’s intrinsic value is $137.7, and its 12.5% revenue growth, 20.4% FCF margin, and 19.1% ROIC highlight its operational strength and capital efficiency.
Key Catalysts
- Launch of new therapies and expansion in oncology and generics.
- Growth in emerging markets and biosimilars.
- Strong balance sheet enabling R&D investment.
Risk Factors
- Patent expirations and regulatory hurdles.
- Pricing pressures in global pharmaceuticals.
- Currency volatility impacting international earnings.
Stock #10: Philip Morris International Inc. (PM)
| Metric | Value |
|---|---|
| Market Cap | $224.7B |
| Quality Rating | 6.9 |
| Intrinsic Value | $146.9 |
| 1Y Return | 10.0% |
| Revenue | $39.9B |
| Free Cash Flow | $10.1B |
| Revenue Growth | 7.5% |
| FCF margin | 25.3% |
| Gross margin | 66.3% |
| ROIC | 25.0% |
| Total Debt to Equity | (557.5%) |
Investment Thesis
Philip Morris International (PM) is a leading global tobacco company, with a market cap of $224.7B and a 1-year return of 10.0%. The company’s $39.9B in revenue and $10.1B in free cash flow support its transition toward reduced-risk products (RRPs). PM’s intrinsic value is $146.9, and its 7.5% revenue growth, 66.3% gross margin, and 25.3% FCF margin reflect strong profitability and cash generation.
Key Catalysts
- Expansion of IQOS and other reduced-risk product lines.
- Growth in emerging markets and premium segments.
- Strong dividend and capital return policy.
Risk Factors
- Regulatory and litigation risks in global tobacco markets.
- Declining cigarette volumes in developed markets.
- High leverage (negative total debt to equity).
Portfolio Diversification Insights
This watchlist spans technology (TSM, MU, CSCO, CRM, SAP), healthcare (ABBV, UNH, NVS), consumer (BABA, PM), and enterprise software, offering sectoral balance and risk mitigation. High-growth technology names are complemented by defensive healthcare and consumer staples, supporting resilience across market cycles. The mix of U.S., European, and Asian companies further diversifies currency and geopolitical exposures.
Market Timing & Entry Strategies
Investors may consider phased entry strategies, such as dollar-cost averaging, to manage volatility and avoid market timing risks. Monitoring earnings releases, sector rotation trends, and macroeconomic indicators can help refine entry points. ValueSense’s intrinsic value tools and backtesting features enable users to validate timing and allocation decisions with data-driven insights[1][2].
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!
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FAQ Section
Q1: How were these stocks selected?
Stocks were chosen using ValueSense’s proprietary screening and intrinsic value models, focusing on companies with strong fundamentals, attractive valuations, and sectoral diversification[1][2].
Q2: What's the best stock from this list?
Each stock offers unique strengths; high-quality ratings and strong growth are seen in TSM and MU, while ABBV and UNH provide defensive stability. The “best” depends on individual investment goals and risk tolerance.
Q3: Should I buy all these stocks or diversify?
Diversification across sectors and geographies, as represented in this watchlist, can help manage risk and smooth returns. Investors should consider their own portfolio needs and risk profile.
Q4: What are the biggest risks with these picks?
Risks include sector-specific challenges (e.g., regulatory for healthcare, cyclical for semiconductors), macroeconomic volatility, and company-specific execution risks. Reviewing each stock’s risk factors is essential.
Q5: When is the best time to invest in these stocks?
Optimal timing varies; consider phased entry strategies and use ValueSense’s intrinsic value and backtesting tools to assess valuation and historical performance trends before investing.