The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter.
Avery Dennison Corp. (AVY) has a market cap of $5.55 billion, and during the last 12 months has outperformed the S&P 500 Index by 31.3%. Currently five gurus are holding the company, which has returned 3% year-to-date and 56% during the last five years. It is now trading with a P/E ratio of 20.10 and according to the DCF calculator, it looks overpriced by 88%.
Avery Dennison has a profitability and growth rating of 7 out of 10 with strong returns (ROE 26.26%, ROA 6.39%) that are over performing 73% of other companies in the Global Business Equipment industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 0.15 that is below the industry median of 0.80.
The company's businesses include the production of pressure-sensitive materials, office products and a variety of tickets, tags, labels and other converted products.Â
The company’s largest shareholder among the gurus is RS Investment Management (Trades, Portfolio) with 0.5% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 0.29%, Jim Simons (Trades, Portfolio) with 0.19%, Mariko Gordon (Trades, Portfolio) with 0.08% and Manning & Napier Advisors with 0.05%.
Starbucks Corp. (SBUX) has a market cap of $89.82 billion, and during the last 12 months has outperformed the S&P 500 Index by 31.7%. Currently five gurus are holding the company that has declined 7% year-to-date but gained 226% during the last five years. It is now trading with a P/E ratio of 33.26 and according to the DCF calculator, it looks overpriced by 222%.
Starbucks has a profitability and growth rating of 8 out of 10 with easy returns (ROE 30.73%, ROA 14.40%) that are over performing 91% of other companies in the Global Restaurants industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 1.01 that is above the industry median of 0.62.
The company is the roaster, marketer and retailer of specialty coffee, operating in 68 countries. It purchases and roasts high-quality coffees that it sells, along with handcrafted coffee, tea and other beverages and a variety of fresh food items, through company-operated stores.
The company’s largest shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with 0.37% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.12%, John Hussman (Trades, Portfolio) with 0.01%, Mario Gabelli (Trades, Portfolio) with 0.01% and Louis Moore Bacon (Trades, Portfolio) with 0.01%.
Foot Locker Inc. (FL) has a market cap of $8.74 billion, and during the last 12 months has outperformed the S&P 500 Index by 30.8%. Currently five gurus are holding the company that has declined 3% year-to-date but has risen by 242% during the last five years. It is now trading with a P/E ratio of 17.11 and according to the DCF calculator, it looks overpriced by 60%.
Foot Locker has a profitability and growth rating of 8 out of 10 with strong returns (ROE 20.70%, ROA 14.51%) that are over performing 84% of other companies in the Global Footwear & Accessories industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 6.70 that is below the industry median of 0.86.
The company is a retailer of athletically inspired shoes and apparel, operating 3,423 mainly mall-based stores in the United States, Canada, Europe, Australia, and New Zealand. It operates in two reportable segments namely Athletic Stores and Direct-to-Customers
Joel Greenblatt (Trades, Portfolio) is the largest shareholder among the gurus with 0.33% of outstanding shares, followed by First Pacific Advisors (Trades, Portfolio) with 0.27%, Jeremy Grantham (Trades, Portfolio) with 0.16%, Scott Black (Trades, Portfolio) with 0.09% and FPA Capital Fund (Trades, Portfolio) with 0.08%.
Edwards Lifesciences Corp. (EW) has a market cap of $16.47 billion, and during the last 12 months has outperformed the S&P 500 Index by 26.7%. Currently five gurus are holding the company that has declined 3% year-to-date but gained 72% during the last five years. It is now trading with a P/E ratio of 36.30 and according to the DCF calculator, it looks overpriced by 28%.
Edwards Lifesciences has a profitability and growth rating of 8 out of 10 with strong returns (ROE 21.30%, ROA 13.33%) that are over performing 91% of other companies in the Global Medical Devices industry. Financial strength has a rating of 9 out of 10 with a cash to debt of 2.04 that is below the industry median of 2.30.
Vanguard Health Care Fund (Trades, Portfolio) is the largest shareholder among the gurus with 1.49% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.61%, Meridian Funds (Trades, Portfolio) with 0.23%, Jim Simons (Trades, Portfolio) with 0.17% and Ron Baron (Trades, Portfolio) with 0.16%.
Microsoft Corp. (MSFT) has a market cap of $389.77 billion, and during the last 12 months has outperformed the S&P 500 Index by 26.9%. Currently 16 gurus are holding the company that has declined 10% year-to-date but has risen by 81% during the last five years. It is now trading with a P/E ratio of 35.09 and according to the DCF calculator, it looks overpriced by 195%.
Microsoft has a profitability and growth rating of 7 out of 10 with strong returns (ROE 17.54%, ROA 8.29) that are over performing 75% of other companies in the Global Software - Infrastructure industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 2.31 that is below the industry median of 8.17.
The company generates revenue by developing, manufacturing, licensing, and supporting software products and services for different types of computing devices.
The company’s largest shareholder among the gurus is Jeff Ubben (Trades, Portfolio) with 0.95% of outstanding shares, followed by Dodge & Cox with 0.95%, PRIMECAP Management (Trades, Portfolio) with 0.75%, First Eagle Investment (Trades, Portfolio) with 0.43%, James Barrow (Trades, Portfolio) with 0.37%, Steve Mandel (Trades, Portfolio) with 0.32% and Jeremy Grantham (Trades, Portfolio) with 0.3%.
General Electric Co. (GE) has a market cap of $285.89 billion, and during the last 12 months has outperformed the S&P 500 Index by 26%. Currently, eight gurus are holding the company that has declined 8% year-to-date but has risen 33% during the last five years. It is now trading with a forward P/E ratio of 16.05.
General Electric has a profitability and growth rating of 6 out of 10 with negative returns (ROE -5.53%, ROA 3-1.04%) that are under performing 85% of other companies in the Global Diversified Industrials industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 0.52 that is below the industry median of 0.80.
The company is a diversified infrastructure and financial services company. Its products and services range from aircraft engines, power generation, oil and gas production equipment, and household appliances to medical imaging, business and consumer financing and industrial products.
Ken Fisher (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.31% of outstanding shares, followed by Dodge & Cox with 0.29%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.25%, Bill Nygren (Trades, Portfolio) with 0.15%, Manning & Napier Advisors, Inc with 0.14%, First Pacific Advisors (Trades, Portfolio) with 0.12%, Steven Romick (Trades, Portfolio) with 0.11% and Warren Buffett (Trades, Portfolio) with 0.1%.
Ulta Salon Cosmetics & Fragrances Inc. (ULTA) has a market cap of $9.68 billion, and during the last 12 months has outperformed the S&P 500 Index by 20.1%. Currently five gurus are holding the company that has dropped 16% year-to-date but has risen by 257% during the last five years. It is now trading with a P/E ratio of 32.64 and according to the DCF calculator, it looks overpriced by 202%.
Ulta Salon Cosmetics & Fragrances has a profitability and growth rating of 7 out of 10 with strong returns (ROE 23.20%, ROA 14.48%) that are over performing 87% of other companies in the Global Specialty Retail industry. Financial strength has a rating of 8 out of 10 with no debt.
The company is a beauty retailer that provides one-stop shopping for prestige, mass and salon products and salon services in the U.S. It offers a combination of more than 20,000 prestige and mass beauty products organized by category in a bright, open store environment.
The company’s largest shareholder among the gurus is Steve Mandel (Trades, Portfolio) with 5.14% of outstanding shares, followed by John Griffin (Trades, Portfolio) with 1.58%, RS Investment Management (Trades, Portfolio) with 0.52% and Pioneer Investments (Trades, Portfolio) with 0.14%.
