En analyse fra Goldman Sachs over indtjeningsvæksten de seneste fem år viser, at de små og mindre selskaber (SMID) har en større vækst i omsætningen og indtjeningen end de store selskaber – når man sammenligner de virksomheder, der klarer sig bedst. Det er brugen af den mest avancerede teknologi, der nu slår igennem.
A small- and mid- (SMID) cap race to becoming a top revenue grower
Market performance over the past five years has increasingly rewarded efficient businesses with high growth potential.
Large US companies with rich balance sheets, significant market share, and economies of scale have attracted the lion’s share of investor dollars.
Yet a closer look at performance tells us that US SMID-cap has become equally competitive today.
Across every sector, US SMID-cap companies represent 78% or more of top decile revenue growers in the all-cap Russell 3000 Index.
We believe this trend will gain momentum as tech transformation continues to unlock innovation for smaller, more nimble players of the US equity market.
