5 Guru Stocks Projected to Expand Earnings

Group 1 Automotive on the list

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Jul 15, 2020
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According to the GuruFocus All-in-One Screener, a Premium feature, as of July 15, the following guru-held companies are trading at a discount and have positive future earnings estimates from Morningstar analysts.

Group 1 Automotive

Shares of Group 1 Automotive Inc. (GPI) were trading around $71.27 on Wednesday.

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The operator of automotive dealerships has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have increased 11.9% over the past three years.

Analysts project a three-year to five-year earnings growth rate of 0.27%. The return on equity of 13.46% and return on assets of 3.08% are outperforming 56% of companies in the vehicles and parts industry.

With 1.86% of outstanding shares, Jeremy Grantham (Trades, Portfolio) is the company's largest guru shareholder, followed by HOTCHKIS & WILEY with 1.10% and John Hussman (Trades, Portfolio) with 0.20%.

Marathon Petroleum

On Wednesday, Marathon Petroleum Corp. (MPC) was trading around $36.20 per share.

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With a market cap of $23.5 billion, the independent refiner has a GuruFocus profitability rating of 7 out of 10. Its earnings per share have climbed 21.60% over the past three years.

Analysts project a three-year to five-year earnings growth rate of 15.69%. The return on equity of -20.64% and return on assets of -6.92% are outperforming 60% of companies in the oil and gas industry.

Paul Singer (Trades, Portfolio) is the company's largest guru shareholder with 1.48% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.11%.

BorgWarner

Shares of BorgWarner Inc. (BWA) were trading around $36.28 per share on Wednesday.

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With a market cap of $7.5 billion, the supplier of auto parts has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 9.4% over the past three years.

Analysts project a three-year to five-year earnings growth rate of 7.8%. The return on equity of 15.85% and return on assets of 7.19% are outperforming 84% of companies in the vehicles and parts industry.

With 5.85% of outstanding shares, Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder, followed by John Rogers (Trades, Portfolio) with 1.04% and Pioneer Investments (Trades, Portfolio) with 1%

Halliburton

Halliburton Co. (HAL) was trading around $12.48 per share on Wednesday.

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The oilfield services company has a market cap of $10.9 billion and a GuruFocus profitability rating of 6 out of 10. Its earnings per share have increased 42.2% over the past three years.

Analysts project a three-year to five-year earnings growth rate of 12.86%. The return on equity of -26.32% and return on assets of -8.87% are underperforming 73% of companies in the oil and gas industry.

With 5.57% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Richard Pzena (Trades, Portfolio) with 5.32%.

Ameriprise

On Wednesday, Ameriprise Financial Inc. (AMP) was trading around $149.80 per share.

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With a market cap of $18.3 billion, the asset and wealth management company has a GuruFocus profitability rating of 6 out of 10. Its earnings per share have climbed 21.20% over the last three years.

Analysts project a three-year to five-year earnings growth rate of 3.9%. The return on equity of 58.33% and return on assets of 2.39% are outperforming 53% of companies in the asset management industry.

With 0.05% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder.

Disclosure: I do not own any stocks mentioned.

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