I screened the ASX for rising margins + revenue + dividends. Only ~11 names cleared it.

Ran a fundamentals screen on the ASX: companies with a consistent 5-year uptrend in profit margins, revenue, AND dividends, keeping only names that showed up on 2+ of those screens. Then dug into the standouts. TL;DR below.

Durable quality (earnings actually compounding):

• XRF (XRF Scientific) — net income tripled in 5y, margins ~17%, low debt, growing fully-franked divvy. Downside: PE ~24, priced for it.
• ALQ (ALS Ltd) — revenue + profit both ~doubled in 5y. Small (~2%) partly-franked yield, premium PE ~33.

Decent income (one caveat):

• ORG (Origin Energy) — rising margins, ~5.5% yield. Short-term liquidity was tightening.

Cheap for a reason (cyclical):

• BIS (Bisalloy Steel) — PE 8.5 / 5.5% yield looks great, but it's a steel cyclical near peak earnings with a history of cutting the divvy in downturns.
• KAR (Karoon Energy) — screen liked the 5y trend, but earnings already halved in 2y. Oil producer past its peak.

Speculative:

• MMI (Metro Mining) — bauxite miner mid-boom, no dividend, shaky balance sheet.

Takeaway: if you want durable quality, it's XRF then ALQ. The cheap-looking ones (BIS/KAR/MMI) are cyclical/speculative once you check recent earnings — a trend line can't see a rollover.