3 proven ASX compounders that could double your money over time

Want big returns for your portfolio? Here's why these shares could deliver the goods.

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Key points

  • CSL, a global biotechnology leader, has a history of strong earnings growth driven by innovation and R&D investment. Despite recent challenges, its long-term outlook remains robust, especially with potential value unlocking from its Seqirus vaccines division.
  • ResMed Inc is known for its durable franchise in healthcare, offering devices and software for sleep apnoea and respiratory conditions, supported by a lucrative recurring revenue model. With a vast market potential, it holds significant growth prospects.
  • TechnologyOne is a standout in ASX tech shares, providing essential SaaS solutions to various sectors with a proven track record of profit growth. Its goal to double recurring revenue every five years signals strong future performance prospects.

If there's one thing that separates good investors from great ones, it is understanding the power of compounding.

The best ASX shares don't just grow, they compound. They reinvest profits, expand margins, and grow earnings steadily, year after year. For investors willing to hold on through the ups and downs, the rewards can be extraordinary.

With that in mind, let's take a look at three ASX compounders that could have the potential to quietly double your money over time. They are as follows:

CSL Ltd (ASX: CSL)

CSL is one of the ASX's great long-term success stories. From humble beginnings as a government blood products laboratory, it has become a global biotechnology leader, producing vaccines, plasma therapies, and treatments for rare and chronic diseases.

The company has delivered strong earnings growth over decades, driven by innovation, scale, and disciplined investment in research and development. Its flagship CSL Behring plasma business continues to dominate globally, while its Seqirus vaccines division, soon to be spun off into a separate company, is expected to unlock further value.

And while its recent form has been disappointing, its long-term outlook remains as positive as ever. As a result, buying this ASX share while it is down in the dumps could be a very smart thing to do for patient investors.

Morgans recently put a buy rating and $249.51 price target on its shares.

ResMed Inc (ASX: RMD)

Another ASX share that could compound for years to come is ResMed. It has built one of the most durable and profitable franchises in global healthcare.

The company designs and manufactures devices and cloud-connected software to treat sleep apnoea and other chronic respiratory conditions. This helps millions of people worldwide sleep and breathe better.

Its recurring revenue model is the secret to its compounding power. Once ResMed's devices are in use, patients continually purchase masks, accessories, and services, creating a steady, high-margin income stream.

And with a total addressable market estimated to be over 1 billion people, it certainly has a long growth runway.

The team at Macquarie is bullish on this ASX share. So much so, it recently put an outperform rating and $49.20 price target on its shares.

TechnologyOne Ltd (ASX: TNE)

When it comes to consistent performance, few ASX tech shares have a track record like TechnologyOne. This enterprise software provider serves local councils, universities, and government departments across Australia, New Zealand, and the UK, delivering mission-critical solutions through its software-as-a-service (SaaS) platform.

In its most recent results, TechnologyOne reported another year of record profit growth, underscoring the strength of its business model. But importantly, management also reaffirmed its goal of doubling recurring revenue every five years.

If it can deliver on this, then there's a good probability that its shares will outperform the broader market.

UBS is a fan of TechnologyOne and put a buy rating and $44.50 price target on its shares this week.

Motley Fool contributor James Mickleboro has positions in CSL, ResMed, and Technology One. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Macquarie Group, ResMed, and Technology One. The Motley Fool Australia has positions in and has recommended Macquarie Group and ResMed. The Motley Fool Australia has recommended CSL and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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