While the market chases hype and short-term stories, some of the best opportunities are quietly compounding in the background.
These are real businesses with strong fundamentals, steady reinvestment, and shareholder-aligned leadership.
This group of stocks offers a mixed picture on valuation. Booking Holdings (BKNG) looks the most expensive, trading at a premium multiple that leaves little room for error. Ametek (AME) also trades at a modest premium, but it’s backed by strong margins and consistent execution. SS&C (SSNC) and Corpay (CPAY) appear more attractively valued, with forward P/Es in the mid-teens and healthy cash flow generation. Medtronic (MDT) sits somewhere in the middle, trading below its historical average but still not a deep value play.
Overall, this isn’t a group of bargain-bin stocks, but for long-term investors, several of these names offer a fair entry point into durable, cash-generating businesses.
If you’re the kind of investor who prefers owning great businesses at fair prices, with the patience to let fundamentals play out, these five names deserve a closer look.
| Company Name (Ticker) | P/E Ratio | Analyst Upside |
| Corpay (CPAY) | 15 | 24% |
| SS&C Technologies (SSNC) | 14 | 16% |
| Booking Holdings (BKNG) | 23 | 11% |
| Ametek (AME) | 25 | 9% |
| Medtronic (MDT) | 16 | 8% |
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Corpay (CPAY)
Corpay (formerly FleetCor) is a global corporate payments and spend‑management company whose technology simplifies how businesses handle vehicle expenses, travel, lodging, and accounts payable. It consistently delivers solid organic growth, recently clocking 11% in Q2 2025, and its adjusted EBITDA increased 12% over that quarter, demonstrating healthy operational momentum.
The company has been actively shifting its business mix toward higher-margin payment services. A significant ~86% of its revenue stems from contracts under ASC 606, indicating predictable, repeatable income streams rather than transactional spikes.
With adjusted EBITDA margins north of 50%, Corpay converts its revenue into cash efficiently, providing the sort of financial flexibility that supports share buybacks, strategic M&A, and resilience through economic cycles. As the company focuses on simplifying its brand and integrating its platforms, it is positioned to benefit from scale, recurring revenue, and operating leverage over time.
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SS&C Technologies (SSNC)
SS&C Technologies (SSNC) provides software and outsourced services to asset managers, insurance companies, and other financial institutions. Its solutions power some of the most operationally intensive functions in asset management, private equity, insurance, and banking, from fund accounting and performance reporting to regulatory compliance and data aggregation. In many ways, SS&C is the financial back office for the back office.
What makes SSNC unique isn’t just that 85% of its revenue is recurring, it’s how embedded the company is in clients’ workflows. These are not lightweight SaaS tools that can be replaced on a whim. The systems SS&C provides are deeply integrated into regulatory reporting, fund administration, and investor servicing. For many clients, switching would involve enormous cost, risk, and operational disruption. That gives SSNC meaningful pricing power and extremely high retention, which is consistently in the mid-to-high 90% range.
SS&C is also one of the few software companies that has quietly executed a roll-up strategy across mission-critical, vertically specialized platforms. Over the past two decades, it has acquired dozens of businesses, including DST Systems and Advent Software, which have expanded its reach across wealth management, retirement, and healthcare.
But unlike many serial acquirers, SS&C has shown a strong ability to integrate, cross-sell, and retain the customers it brings in. Its founder-CEO, Bill Stone, still runs the company, and his capital allocation discipline is a big reason SSNC generates over $1.5 billion in operating cash annually with relatively modest capital requirements.
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Ametek (AME)
Ametek (AME) is an industrial technology company that manufactures precision instruments and electronic devices used in sectors like aerospace, healthcare, and energy. Its products are often mission-critical and operate in niche, high-performance applications.
The company has a long history of acquiring best-in-class niche businesses and integrating them with minimal disruption. At the same time, it reinvests heavily in R&D, with over 25% of revenue from products launched in the last five years. This dual engine of inorganic and organic growth has allowed Ametek to steadily expand margins and grow earnings per share at a high-single to low-double digit pace for years.
Ametek also benefits from a decentralized operating model and a management team with a long track record of execution. With a business built for long-term durability and reinvestment, Ametek remains one of the most reliable compounders in the industrial space, quietly delivering value far beyond what its headline growth rate might suggest.
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Wall Street Analysts Are Bullish on These 5 Undervalued Compounders With Market-Beating Potential
TIKR just released a new free report on 5 compounders that appear undervalued, have beaten the market in the past, and could continue to outperform on a 1-5 year timeline based on analysts’ estimates.
Inside, you’ll get a breakdown of 5 high-quality businesses with:
- Strong revenue growth and durable competitive advantages
- Attractive valuations based on forward earnings and expected earnings growth
- Long-term upside potential backed by analyst forecasts and TIKR’s valuation models
These are the kinds of stocks that can deliver massive long-term returns, especially if you catch them while they’re still trading at a discount.
Whether you’re a long-term investor or just looking for great businesses trading below fair value, this report will help you zero in on high-upside opportunities.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
