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.
Altria Group Inc. (MO) has a market cap of $120.66 billion, and during the last 12 months has outperformed the S&P 500 Index by 19.4%. Currently six gurus are holding the company that has returned 9% year-to-date and 146% during the last five years. It is now trading with a P/E ratio of 23 and according to the DCF calculator, it looks overpriced by 115%.
Altria Group has a profitability and growth rating of 8 out of 10 with strong returns (ROE 185.59%, ROA 15.87%) that are over performing 67% of other companies in the Global Tobacco industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 0.18 that is below the industry median of 0.22.
The company is engaged in the manufacture and sale of cigarettes and certain smokeless tobacco products in the U.S. It also maintains a portfolio of leveraged and direct finance leases.
The company’s largest shareholder among the gurus is James Barrow (Trades, Portfolio) with 1.13% of outstanding shares, followed by Tom Russo (Trades, Portfolio) with 0.31%, Pioneer Investments (Trades, Portfolio) with 0.05%, David Winters (Trades, Portfolio) with 0.05% and Wintergreen Fund (Trades, Portfolio) with 0.05%.
Cigna Corp. (CI) has a market cap of $36.39 billion, and during the last 12 months has outperformed the S&P 500 Index by 22%. Currently eight gurus are holding the company that has declined 4% year-to-date and gained 234% during the last five years. It is now trading with a P/E ratio of 17.30 and according to the DCF calculator, it looks overpriced by 30%.
Cigna has a profitability and growth rating of 7 out of 10 with easy returns (ROE 19.08%, ROA 3.76%) that are over performing 57% of other companies in the Global Health Care Plans industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 0.46 that is above the industry median of 2.15.
It is a health services organization with insurance subsidiaries that are providers of medical, dental, disability, life and accident insurance and related products and services. In the U.S., the majority of these products and services are offered through employers and other groups and in selected international markets.
The company’s largest shareholder among the gurus is Dodge & Cox with 5.25% of outstanding shares, followed by Vanguard Health Care Fund (Trades, Portfolio) with 2.76%, Larry Robbins (Trades, Portfolio) with 2.72%, James Barrow (Trades, Portfolio) with 0.96%, Richard Pzena (Trades, Portfolio) with 0.5%, Eric Mindich (Trades, Portfolio) with 0.37% and Jeremy Grantham (Trades, Portfolio) with 0.21%.
Philip Morris International Inc. (PM) has a market cap of $141.69 billion, and during the last 12 months has outperformed the S&P 500 Index by 21.1%. Currently five gurus are holding the company that has returned 6% year-to-date and 47% during the last five years. It is now trading with a P/E ratio of 20.70 and according to the DCF calculator, it looks overpriced by 68%.
Philip Morris International has a profitability and growth rating of 8 out of 10 with strong ROA of 20.56 that is over performing 77% of other companies in the Global Tobacco industry. Financial strength has a rating of 7 out of 10 with a cash to debt of 0.12 that is below the industry median of 0.22.
The company’s subsidiaries and affiliates and their licensees are engaged in the manufacture and sale of cigarettes and other tobacco products in markets outside the U.S.
James Barrow (Trades, Portfolio) is the largest shareholder among the gurus with 1.45% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.86%, Tom Russo (Trades, Portfolio) with 0.68%, Tweedy Browne (Trades, Portfolio) with 0.12% and Diamond Hill Capital (Trades, Portfolio) with 0.08%.
Cadence Design Systems Inc. (CDNS) has a market cap of $6.6 billion, and during the last 12 months has outperformed the S&P 500 Index by 22.7%. Currently five gurus are holding the company that has returned 5% year-to-date and 117% during the last five years. It is now trading with a P/E ratio of 26.40 and according to the DCF calculator, it looks overpriced by 146%.
The company develops system design enablement, or SDE, solutions that its customers use to design whole electronics systems and increasingly small and complex integrated circuits, or ICs, and electronic devices.
Cadence Design Systems has a profitability and growth rating of 8 out of 10 with strong returns (ROE 18.41%, ROA 9.46%) that are over performing 78% of other companies in the Global Software - Application industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 2.04 that is below the industry median of 13.08.
Dodge & Cox is the largest shareholder of the company among the gurus with 4.71% of outstanding shares, followed by Larry Robbins (Trades, Portfolio) with 2.84%, RS Investment Management (Trades, Portfolio) with 1.44%, Columbia Wanger (Trades, Portfolio) with 1.03% and Mariko Gordon (Trades, Portfolio) with 0.94%.
Mondelez International Inc. (MDLZ) has a market cap of $63.84 billion, and during the last 12 months has outperformed the S&P 500 Index by 20.9%. Currently six gurus are holding the company that has returned a loss of 5% year-to-date and gained 100% during the last five years. It is now trading with a P/E ratio of 9.40 and according to the DCF calculator, it looks undervalued with a margin of safety of 14%.
Mondelez International has a profitability and growth rating of 5 out of 10 with strong returns (ROE 26.95%, ROA 11.17) that are over performing 89% of other companies in the Global Confectioners industry. Financial strength has a rating of 7 out of 10 with a cash to debt of 0.12 that is below the industry median of 0.60.
It manufactures and markets confectionery products. The company manufactures and markets food and beverage products for consumers in approximately 165 countries around the world.
The company’s largest shareholder among the gurus is Bill Ackman (Trades, Portfolio) with 2.76% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.31%, Mario Gabelli (Trades, Portfolio) with 0.18%, Pioneer Investments (Trades, Portfolio) with 0.17%, John Burbank (Trades, Portfolio) with 0.08% and George Soros (Trades, Portfolio) with 0.07%.
AT&T Inc. (T) has a market cap of $228.39 billion, and during the last 12 months has outperformed the S&P 500 Index by 18.9%. Currently, five gurus are holding the company that has returned 9% year-to-date and 32% during the last five years. It is now trading with a P/E ratio of 15.80 and according to the DCF calculator, it looks overpriced by 48%.
AT&T has a profitability and growth rating of 7 out of 10 with returns (ROE 13.05%, ROA 3.82%) that are over performing 56% of other companies in the Global Telecom Services industry. Financial strength has a rating of 4 out of 10 with a cash to debt of 0.04 that is far below the industry median of 0.47.
The company provides wireless and wireline telecommunications services in the U.S. and internationally.
Warren Buffett (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.76% of outstanding shares, followed by James Barrow (Trades, Portfolio) with 0.34%, PRIMECAP Management (Trades, Portfolio) with 0.3%, Mario Gabelli (Trades, Portfolio) with 0.06% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.05%.
The Estee Lauder Companies Inc. (EL) has a market cap of $33.83 billion, and during the last 12 months has outperformed the S&P 500 Index by 18.7%. Currently five gurus are holding the company that has returned 6% year-to-date and 96% during the last five years; it is now trading with a P/E ratio of 29.40 and according to the DCF calculator, it looks overpriced by 35%.
The Estee Lauder Companies has a profitability and growth rating of 8 out of 10 with strong returns (ROE 32.06%, ROA 14.33%) that are over performing 90% of other companies in the Global Household & Personal Products industry. Financial strength has a rating of 9 out of 10 with cash to debt of 0.71 that is above industry median of 0.60.
The company is engaged in manufacturing and marketing skin care, makeup, fragrance and hair care products. It manufactures markets and sells makeup products, including those for the face, eyes, lips and nails.
The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.29% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.23%, Jeremy Grantham (Trades, Portfolio) with 0.05% and Steven Cohen (Trades, Portfolio) with 0.03%.
Accenture PLCÂ (ACN) has a market cap of $65.82 billion, and during the last 12 months has outperformed the S&P 500 Index by 20.1%. Currently, five gurus are holding the company whose price is flat year-to-date but gained 96% during the last five years. It is now trading with a P/E ratio of 21.30 and according to the DCF calculator, it looks undervalued with a margin of safety of 9%.
Accenture has a profitability and growth rating of 8 out of 10 with strong returns (ROE 51.69%, ROA 17.24%) that are over performing 90% of other companies in the Global Information Technology Services industry. Financial strength has a rating of 9 out of 10 with a cash to debt of 111.23 that is far above the industry median of 13.08.
The company is engaged in providing management consulting, technology and outsourcing services to clients.Â
Jeremy Grantham (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.37% of outstanding shares, followed by Bill Nygren (Trades, Portfolio) with 0.32%, Jim Simons (Trades, Portfolio) with 0.18%, MS Global Franchise Fund (Trades, Portfolio) with 0.04% and Wallace Weitz (Trades, Portfolio) with 0.03%.
Carnival Corp. (CCL) has a market cap of $38.39 billion, and during the last 12 months has outperformed the S&P 500 Index by 18.9%. Currently seven gurus are holding the company that has returned a loss of 10% year-to-date but a gain of 14% during the last five years. It is now trading with a P/E ratio of 27.30 and according to the DCF calculator, it looks overpriced by 101%.
Carnival has a profitability and growth rating of 7 out of 10 with easy returns (ROE 7.39%, ROA 4.51%) that are over performing 59% of other companies in the Global Leisure industry. Financial strength has a rating of 7 out of 10 with cash to debt of 0.16 that is below industry median of 0.82.
The company operates 100 cruise ships within a portfolio of 10 leading cruise brands that sell cruise products and services in all the world's major vacation markets.
The company’s largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 2.82% of outstanding shares, followed by James Barrow (Trades, Portfolio) with 0.85%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.48%, Sarah Ketterer (Trades, Portfolio) with 0.26% Jim Simons (Trades, Portfolio) with 0.2% and Joel Greenblatt (Trades, Portfolio) with 0.1%.
