Many high-ROIC companies with 12%+ EPS growth are having a slow year, are you buying? Meta Platforms $META is up 5% YTD Stock price is down 21% from its highs Return on Capital: 33% Earnings yield: 4% EPS has been growing > 12% Adobe Inc $ADBE is down -27% YTD Stock price is down 52% from its highs Return on Capital: 46% Earnings yield: 4% EPS has been growing > 12% Strong buybacks MSIC $MSCI is down -3% YTD Stock price is down 13% from its highs Return on Capital: 45% EPS has been growing > 12% Cannibal stock Mastercard $MA is up 5% YTD Stock price is down 8% from its highs Return on Capital: 68% Earnings yield: 3% EPS has been growing > 12% Strong buybacks Fair Isaac Corporation $FICO is down -13% YTD Stock price is down 27% from its highs Return on Capital: 70% EPS has been growing > 12% Cannibal stock lululemon athletica $LULU is down -56% YTD Stock price is down 68% from its highs Return on Capital: 40% Earnings yield: 9% EPS has been growing > 12% Booking Holdings $BKNG is down -0.56% YTD Stock price is down 15% from its highs Return on Capital: 71% Earnings yield: 3% EPS has been growing > 12% Cannibal stock Ameriprise Financial $AMP is down -13% YTD Stock price is down 20% from its highs Return on Capital: 67.07% Earnings yield: 8% EPS has been growing > 12% Cannibal stock Domino's Pizza $DPZ is down -2% YTD Stock price is down 27% from its highs Return on Capital: 86% Earnings yield: 4% EPS has been growing > 12% Cannibal stock Copart $CPRT is down 29% YTD Stock price is down 37% from its highs Return on Capital: 19% EPS has been growing > 12% Strong buybacks Novo Nordisk $NVO is down -46% YTD Stock price is down 71% from its highs Return on Capital: 53% Earnings yield: 8% EPS has been growing > 12%