The following are some of the stocks that outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.
Federal Realty Investment Trust (FRT), with a market cap of $11.87 billion, has outperformed the S&P 500 Index by 22.4% during the last 12 months. Currently three gurus are holding the company that has returned 16%-plus year to date and 94%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 48.37, and according to the DCF calculator it looks overpriced by 465% at the price of $167.35. Over the last 12 months the company’s revenue has grown by 6% and EPS has grown by 10%.
Federal Realty Investment has a profitability and growth rating of 7 out of 10 with ROE of 14.29% and ROA of 4.95% that are overperforming 65% of the companies in the Global REIT - Retail industry. Financial strength has a rating of 4 out of 10 with cash to debt of 0.01 that is below the industry median of 0.06.
The company is an equity real estate investment trust specializing in the ownership, management, development and redevelopment of retail and mixed-use properties.
The company’s largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 0.54% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.25% and Chris Davis (Trades, Portfolio) with 0.09%.
Krispy Kreme Doughnuts Inc. (KKD), with a market cap of $1.28 billion, has outperformed the S&P 500 Index by 11.2%Â during the last 12 months. Currently three gurus are holding the company that has returned 43%-plus year to date and 154%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 45.61, and according to the DCF calculator it looks overpriced by 326%Â at the price of $20.98. Over the last 12 months the company’s revenue has grown by 9% while EPS has grown by 9%.
Krispy Kreme has a profitability and growth rating of 7 out of 10 with ROE of 12.37% and ROA of 9.17% that are overperforming 62% of the companies in the Global Restaurants industry. Financial strength has a rating of 8 out of 10 with a cash to debt of 2.47 that is above the industry median of 0.55.
The company is a branded retailer and wholesaler of doughnuts, complementary beverages and treats and packaged sweets. Its shops are operated under the trademarks of Krispy Kreme and Original Glazed.
Jim Simons (Trades, Portfolio) is the company's largest shareholder among the gurus with 3.09% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 1.27% and Mario Gabelli (Trades, Portfolio) with 0.35%.
Pool Corp. (POOL), with a market cap of $4.25 billion, has outperformed the S&P 500 Index by 43.7%Â during the last 12 months. Currently three gurus are holding the company that has returned 28%-plus year to date and 279%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 30.33, and according to the DCF calculator it looks overpriced by 139%Â at the price of $100.99. Over the last 12 months the company’s revenue has grown by 9% while EPS has grown by 22%.
Pool has a profitability and growth rating of 7 out of 10 with ROE of 57.59% and ROA of 13.36% that are overperforming 92% of the companies in the Global Leisure industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 0.06 that is below the industry median of 0.70.
The company is a wholesale distributor of swimming pool supplies, equipment and related leisure products. It also distributes irrigation and landscape products in the U.S.
The company’s largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 1.52% of outstanding shares followed by Royce with 0.84%, Columbia Wanger (Trades, Portfolio) with 0.31%, Simons with 0.14% and Joel Greenblatt (Trades, Portfolio) with 0.07%.
TopBuild Corp. (BLD), with a market cap of $1.47 billion, has outperformed the S&P 500 Index by 21.4%Â during the last 12 months. Currently three gurus are holding the company that has returned 28%-plus year to date and 68%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 15.45, and according to the DCF calculator it looks overpriced by 44%Â at the price of $38.29. Over the last 12 months the company’s revenue has grown by 8% while EPS has grown by 539%.
TopBuild has a profitability and growth rating of 3 out of 10 with ROE of 10.42% and ROA of 5.94% that are overperforming 65% of the companies in the Global Building Materials industry. Financial strength has a rating of 6 out of 10 with a cash to debt of 0.47 that is below the industry median of 0.60.
The company is an installer and distributor of insulation products to the U.S. construction industry. The company's business segments are residential new construction, residential repair/remodel and commercial construction.
Simons is the company's largest shareholder among the gurus with 7.47% of outstanding shares followed by Greenblatt with 1.03%, Davis with 0.13% and Charles Brandes (Trades, Portfolio) with 0.06%.
Equity Lifestyle Properties Inc. (ELS), with a market cap of $6.84 billion, has outperformed the S&P 500 Index by 40.1%Â during the last 12 months. Currently three gurus are holding the company that has returned 24%-plus year to date and 148%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 43.44, and according to the DCF calculator it looks overpriced by 306%Â at the price of $80.83. Over the last 12 months the company’s revenue has grown by 5% while EPS has grown by 42%.
Equity Lifestyle Properties has a profitability and growth rating of 7 out of 10 with ROE of 16.72% and ROA of 4.84% that are overperforming 64% of the companies in the Global REIT - Residential industry. Financial strength has a rating of 4 out of 10 with a cash to debt of 0.04 that is below the industry median of 0.06.
The company along with its subsidiaries owns and operates lifestyle-oriented properties. It leases developed areas with an access to utilities for placement of factory-built homes, cottages, cabins or recreational vehicles.
The company’s largest shareholder among the gurus is Simons with 1.21% of outstanding shares followed by Murray Stahl (Trades, Portfolio) with 0.22% and Manning & Napier Advisors Inc. with 0.09%.
Comfort Systems USA Inc. (FIX), with a market cap of $1.18 billion, has outperformed the S&P 500 Index by 22.5%Â during the last 12 months. Currently three gurus are holding the company that has returned 16%-plus year to date and 206%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 22.26, and according to the DCF calculator it looks overpriced by 108%Â at the price of $31.39. Over the last 12 months the company’s revenue has grown by 9% while EPS has grown by 93%.
Comfort Systems has a profitability and growth rating of 6 out of 10 with ROE of 16.31 and ROA of 7.77% that are overperforming 86% of the companies in the Global Engineering & Construction industry. Financial strength has a rating of 7 out of 10 with cash to debt of 0.80 that is below industry median of 0.91.
The company provides heating, ventilation and air conditioning installation, maintenance and repair and replacement services. It also offers building automation control systems, fire protection and process cooling and electronic monitoring services.
Barrow, Hanley, Mewhinney & Strauss is the company's largest shareholder among the gurus with 6.49% of outstanding shares followed by Simons with 2.01% and Greenblatt with 0.55%.
Healthcare Services Group Inc. (HCSG), with a market cap of $2.82 billion, has outperformed the S&P 500 Index by 10.6%Â during the last 12 months. Currently three gurus are holding the company that has returned 14%-plus year to date and 151%-plus during the last five years; it is now trading with a P/E(ttm) ratio of 44.26, and according to the DCF calculator it looks overpriced by 291%Â at the price of $38.95. Over the last 12 months the company’s revenue has grown by 7% while EPS has grown by 144%.
Healthcare Services Group has a profitability and growth rating of 8 out of 10 with returns ROE 20.92% and ROA 12.89% that are overperforming 88% of the companies in the Global Business Services industry. Financial strength has a rating of 8 out of 10 with no debt.
The company provides management, administrative and operating expertise and services to the housekeeping, laundry, linen, facility maintenance and dietary service departments of the health care industry in U.S.
The company’s largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 1.04% of outstanding shares followed by Royce with 0.45% and Simons with 0.44%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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