Thanks to GuruFocus' All-In-One Screener, we can select stocks that are trading with a very high ROC as defined by Joel Greenblatt (Trades, Portfolio).
eBay Inc. (EBAY) has a ROC of 133.05%, which is ranked higher than 95% of companies in the Global Specialty Retail industry.Â
GuruFocus gives eBay a profitability and growth rating of 10 out of 10, with operating margin at 17.08%, which is ranked higher than 90% of the companies in the same industry. Financial strength has a rating of 7 out of 10. It has cash to debt of 0.71 that is at the same level of the industry median of 0.72.
The company enables commerce and payments on behalf of users, merchants, retailers and brands of all sizes. Its business segments are Marketplaces and Enterprise. During the third quarter, gross merchandise volume grew 6%. Its Classifieds and StubHub platforms both had strong quarters and continue to be key assets aligned with eBay's overall business strategy.
Dodge & Cox is the largest shareholder among the gurus with 1.83% of outstanding shares, followed by Seth Klarman (Trades, Portfolio) with 0.78%, Daniel Loeb (Trades, Portfolio) with 0.75% and PRIMECAP Management (Trades, Portfolio) with 0.65%.
Visa Inc. (V) has an ROC of 482.80%, which is ranked higher than 93% of companies in the Global Credit Services industry.
GuruFocus gives Visa a profitability and growth rating of 10 out of 10, with operating margin at 65.30% and net margin at 45.59%. The profitability is ranked higher than 85% of the competitors in the industry. Financial strength has a rating of 10 out of 10, and the company is out of debt.
It is a payment technology company that connects consumers, businesses, banks and governments in more than 200 countries and territories to fast, secure and reliable electronic payments. In the third quarter, adjusted net income had an increase of 33% over the prior year. Driven by solid growth in service, data processing and international transaction revenues, net operating revenue had an increase of 12% nominally or 14% on a constant dollar basis over the prior year.
The largest shareholder among the gurus is Frank Sands (Trades, Portfolio) with 2.09% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.66%, Warren Buffett (Trades, Portfolio) with 0.45% and Steve Mandel (Trades, Portfolio) with 0.44%.
TransDigm Group Inc. (TDG) has an ROC of 126.86%, which is ranked higher than 98% of other companies in the Global Aerospace & Defense industry.
GuruFocus gives the company a profitability and growth rating of 9 out of 10 with operating margin at 39.67% and net margin at 16.52%. Profitability is ranked higher than 98% of the competitors in the industry. Financial strength has a rating of 6 out of 10, with cash to debt of 0.09 that is far below the industry median of 0.37.
The company is a designer, producer and supplier of engineered aircraft components for use on commercial and military aircraft in service. During the third quarter, net sales grew 13.2% and EBITDA increased by 13.5%.
Steve Mandel (Trades, Portfolio) is the largest shareholder among the gurus with 4.13% of outstanding shares, followed by Alan Fournier (Trades, Portfolio) with 2.57%, Chase Coleman (Trades, Portfolio) with 2.27% and Lee Ainslie (Trades, Portfolio) with 2.13%.
Mead Johnson Nutrition Co. (MJN) has an ROC of 105.43%, which is ranked higher than 96% of other companies in the Global Packaged Foods industry.
GuruFocus gives the company a profitability and growth rating of 7 out of 10, with operating margin at 22.63% and net margin at 16.29. Profitability is ranked higher than 91% of the competitors in the industry. Financial strength has a rating of 8 out of 10, with cash to debt of 0.74 that is above the industry median of 0.46.
The company manufactures, distributes and sells infant formulas, children's nutrition and other nutritional products. Its comprehensive product portfolio addresses a broad range of nutritional needs for infants, children and expectant and nursing mothers. During the third quarter, sales were 4% below the prior year quarter and due to lower dairy input costs, gross margin improved by 460 basis points to 64.5% from 59.9% in the prior year quarter.
The company’s largest shareholder among the gurus is David Rolfe (Trades, Portfolio) with 1.77% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 1.5%, Pioneer Investments (Trades, Portfolio) with 0.48% and Joel Greenblatt (Trades, Portfolio) with 0.35%.
Fleetcor Technologies Inc. (FLT) has an ROC of 989.08%, which is ranked higher than 96% of other companies in the Global Business Services industry.
GuruFocus gives the company a profitability and growth rating of 8 out of 10 with operating margin at 42.09% and net margin at 25.42%. Profitability is ranked higher than 94% of the competitors in the industry. Financial strength has a rating of 6 out of 10, with cash to debt of 0.45 that is below the industry median of 1.25.
The company is an independent provider of payment products and services. Its payment programs enable the customers to manage and control their commercial payments, card programs, and employee spending and provide card-accepting merchants with a high volume customer base that can increase their sales and customer loyalty. During the third quarter, the company reported solid results despite the continuation of an unfavorable macro-environment in which total revenues increased 53% and GAAP net income increased 22%.
Steve Mandel (Trades, Portfolio) is the largest shareholder among the gurus with 6.98% of outstanding shares, followed by Chase Coleman (Trades, Portfolio) with 4.96%, John Griffin (Trades, Portfolio) with 2.15% and Ron Baron (Trades, Portfolio) with 1.57%.
International Business Machines Corp. (IBM) has an ROC of 104.61%, which is ranked higher than 76% of other companies in the Global Information Technology Services industry.
GuruFocus gives the company a profitability and growth rating of 8 out of 10, with operating margin at 18.65% and net margin at 16.96%. Profitability is ranked higher than 85% of the competitors in the industry. Financial strength has a rating of 8 out of 10, with cash to debt of 0.24 that is far below the industry median of 7.12.
The company creates business value for clients and solves business problems through integrated solutions that leverage information technology and knowledge of business processes. Its solutions create value by reducing a client's operational costs or by enabling new capabilities that generate revenue. In the third quarter, net income from continuing operations decreased by 11% and diluted earnings from continuing operations decreased 13% year-over-year.
The largest shareholder among the gurus is Warren Buffett (Trades, Portfolio) with 8.35% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.28%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.15% and Prem Watsa (Trades, Portfolio) with 0.14%.
Cisco Systems Inc. (CSCO) has an ROC of 383.07%, which is ranked higher than 99% of other companies in the Global Communication Equipment industry.
GuruFocus gives the company a profitability and growth rating of 4 out of 10, with operating margin at 23.20% and net margin at 19.32%. Profitability is ranked higher than 94% of the competitors in the industry. Financial strength has a rating of 7 out of 10, with cash to debt of 2.40 that is above the industry median of 196.
The company is engaged in designing, manufacturing and selling of Internet Protocol-based networking products and services related to the communications and information technology industry. Cisco is in a very strong position and delivered another solid quarter in which revenue had an increase of 5% year over year.
Dodge & Cox is the largest shareholder among the gurus with 1.33% of outstanding shares, followed by Donald Yacktman (Trades, Portfolio) with 0.71%, Jeremy Grantham (Trades, Portfolio) with 0.69% and PRIMECAP Management (Trades, Portfolio) with 0.49%.
