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.
Humana Inc. (HUM) has a market cap of $27.17 billion, and during the last 12 months has outperformed the S&P 500 Index by 17.9%. Currently seven gurus are holding the company that has returned 2% year-to-date and 190% during the last five years. It is now trading with a P/E ratio of 21.74 and according to the DCF calculator, it looks overpriced by 15%.
Humana has a profitability and growth rating of 6 out of 10 with strong returns (ROE of 12.87%, ROA of 5.26%) that are over performing 60% 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 0.58 that is below the industry median of 2.15.
It is a health care company that offers insurance products and health and wellness services. Its segments include Retail, Employer Group, and Healthcare Services.
The company’s largest shareholder among the gurus is Larry Robbins (Trades, Portfolio) with 5.56% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 2.92%, Jeremy Grantham (Trades, Portfolio) with 0.76%, HOTCHKIS & WILEY with 0.67% and Eric Mindich (Trades, Portfolio) with 0.25%.
JM Smucker Co. (SJM) has a market cap of $15.36 billion, and during the last 12 months has outperformed the S&P 500 Index by 16.8%. Currently five gurus are holding the company that has returned 4% year-to-date and 81% during the last five years. It is now trading with a P/E ratio of 397.96 and according to the DCF calculator, it looks overpriced by 204%.
JM Smucker has a profitability and growth rating of 7 out of 10 with weak returns (ROE 6.01%, ROA 2.69%) that are under performing 53% of other companies in the Global Packaged Foods industry. Financial strength has a rating of 4 out of 10 with a cash to debt of 0.03 that is above the industry median of 0.6.
It manufactures and markets branded food products. Its principal products are coffee, peanut butter, fruit spreads, shortening and oils, baking mixes and ready-to-spread frostings, canned milk, flour and baking ingredients, juices and beverages, frozen sandwiches, toppings, syrups, pickles, condiments, and grain products.
The company’s largest shareholder among the gurus is John Rogers (Trades, Portfolio) with 1.48% of outstanding shares, followed by Daniel Loeb (Trades, Portfolio) with 1.38%, Joel Greenblatt (Trades, Portfolio) with 0.28%, Pioneer Investments (Trades, Portfolio) with 0.17% and RS Investment Management (Trades, Portfolio) with 0.15%.
Electronic Arts Inc. (EA) has a market cap of $19.87 billion, and during the last 12 months has outperformed the S&P 500 Index by 15.4%. Currently nine gurus are holding the company that has declined 3% year-to-date but returned 244% during the last five years. It is now trading with a P/E ratio of 33.73 and according to the DCF calculator, it looks overpriced by 215%.
Electronic Arts has a profitability and growth rating of 6 out of 10 with strong returns ROE of 21.91% and ROA of 10.95% that are over performing 81% of other companies in the Global Electronic Gaming & Multimedia industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 9.70 that is below the industry median of 14.45
It develops, markets, publishes and distributes game software and content that can be played by consumers on a variety of platforms, including video game consoles such as the Microsoft Xbox 360 and One and the Sony PlayStation 3 and 4, personal computers (PCs), and mobile phones and tablets.
Steve Mandel (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.08% of outstanding shares, followed by Manning & Napier Advisors with 2.01%, PRIMECAP Management (Trades, Portfolio) with 0.56%, Steven Cohen (Trades, Portfolio) with 0.52% and Joel Greenblatt (Trades, Portfolio) with 0.22%.
Owens-Corning Inc. (OC) has a market cap of $4.96 billion, and during the last 12 months has outperformed the S&P 500 Index by 18.1%. Currently eight gurus are holding the company that has declined 4% year-to-date and appreciated 25% during the last five years. It is now trading with a P/E ratio of 16.05 and according to the DCF calculator, it looks overpriced by 50%.
The company produces glass fiber reinforcements and other materials for composite systems and of residential and commercial building materials.
Owens-Corning has a profitability and growth rating of 6 out of 10 with easy returns (ROE 9.06%, ROA 4.44%) that are over performing 56% of other companies in the Global Building Materials industry. Financial strength has a rating of 7 out of 10 with a cash to debt of 0.05 that is below the industry median of 0.59.
James Barrow (Trades, Portfolio) is the largest shareholder of the company among the gurus with 8.23% of outstanding shares, followed by David Tepper (Trades, Portfolio) with 2.91%, Joel Greenblatt (Trades, Portfolio) with 1.03%, Steven Cohen (Trades, Portfolio) with 0.9%, Pioneer Investments (Trades, Portfolio) with 0.67%, Manning & Napier Advisors with 0.5% and Richard Pzena (Trades, Portfolio) with 0.79%.
Carter's Inc. (CRI) has a market cap of $5.26 billion, and during the last 12 months has outperformed the S&P 500 Index by 17.6%. Currently six gurus are holding the company that has returned 11% year-to-date and 254% during the last five years. It is now trading with a P/E ratio of 22.79 and according to the DCF calculator, at current price of $103.02 it looks undervalued with a margin of safety of 112%.
Carter's has a profitability and growth rating of 8 out of 10 with strong returns (ROE 28.79%, ROA 12.34) that are over performing 84% of other companies in the Global Apparel Manufacturing industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 0.65 that is below the industry median of 1.13.
It is a branded marketer in the U.S. of apparel for babies and young children. It operates in five business segments: Carter's wholesale, Carter's retail, OshKosh retail, OshKosh wholesale, and international.
The company’s largest shareholder among the gurus is RS Investment Management (Trades, Portfolio) with 1.85% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.67%, Louis Moore Bacon (Trades, Portfolio) with 0.37%, Chuck Royce (Trades, Portfolio) with 0.26%, JohDiamond Hill Capital (Trades, Portfolio) with 0.25% and PRIMECAP Management (Trades, Portfolio) with 0.2%.
Intuitive Surgical Inc. (ISRG) has a market cap of $21.46 billion, and during the last 12 months has outperformed the S&P 500 Index by 16.8%. Currently, six gurus are holding the company that has returned 4% year-to-date and 72% during the last five years. It is now trading with a P/E ratio of 376.77 and according to the DCF calculator, it looks overpriced by 29%.
Intuitive Surgical has a profitability and growth rating of 9 out of 10 with strong returns (ROE 15.34%, ROA 13.36%) that are over performing 80% of other companies in the Global Medical Devices industry. Financial strength has a rating of 9 out of 10 with no debt.
The company designs, manufactures and markets da Vinci Surgical Systems and related instruments and accessories. A da Vinci Surgical System consists of a surgeon's console, a patient-side cart, and a high performance vision system.
Manning & Napier Advisors is the largest shareholder of the company among the gurus with 1.59% of outstanding shares, followed by Vanguard Health Care Fund (Trades, Portfolio) with 1.39%, Jim Simons (Trades, Portfolio) with 0.29%, Jeremy Grantham (Trades, Portfolio) with 0.21%, Steven Cohen (Trades, Portfolio) with 0.16% and Louis Moore Bacon (Trades, Portfolio) with 0.05%.
Lockheed Martin Corp. (LMT) has a market cap of $66.76 billion, and during the last 12 months has outperformed the S&P 500 Index by 15.9%. Currently six gurus are holding the company that has returned 3% year-to-date and 172% during the last five years. It is now trading with a P/E ratio of 19.09 and according to the DCF calculator, it looks overpriced by 45%.
Lockheed Martin has a profitability and growth rating of 7 out of 10 with strong returns (ROE 114.00%, ROA 8.78%) that are over performing 87% of other companies in the Global Aerospace & Defense industry. Financial strength has a rating of 7 out of 10 with cash to debt of 0.07 that is far below industry median of 0.41.
The company is engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services. It also provides a range of management, engineering, technical, scientific, logistics and information services.
The company’s largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 0.59% of outstanding shares, followed by Tweedy Browne (Trades, Portfolio) with 0.05%, John Burbank (Trades, Portfolio) with 0.04%, John Rogers (Trades, Portfolio) with 0.01%Jim Chanos (Trades, Portfolio) with 0.01% and Manning & Napier Advisors with 0.01%.
Allegion PLCÂ (ALLE) has a market cap of $6.23 billion, and during the last 12 months has outperformed the S&P 500 Index by 12.9%. Currently, five gurus are holding the company whose performance is null year-to-date but that has returned 32% during the last five years. It is now trading with a P/E ratio of 40.21 and according to the DCF calculator, it looks over priced by 276%.
Allegion has a profitability and growth rating of 5 out of 10 with strong returns (ROE 1225.32%, ROA 7.24%) that are over performing 79% of other companies in the Global Security & Protection Services industry. Financial strength has a rating of 5 out of 10 with a cash to debt of 0.13 that is above the industry median of 0.89.
It is a provider of security products and solutions for homes and businesses. It makes 27 global brands including CISA, Interflex, LCN, Schlage and Von Duprin.
John Griffin (Trades, Portfolio) is the largest shareholder of the company among the gurus with 3.5% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.78%, Columbia Wanger (Trades, Portfolio) with 0.48%, Pioneer Investments (Trades, Portfolio) with 0.3% and George Soros (Trades, Portfolio) with 0.24%.
