According to GuruFocus' All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair value is far above the current price. The following stocks are trading with wide margins of safety and at least five gurus are shareholders.
Ryanair Holdings PLC ADR. (RYAAY) is trading at about $72 per share, and the Peter Lynch value gives the stock a fair price of $98.5, giving investors a margin of safety of 25%.
The stock is trading with a price-earnings (PE) ratio of 10.50, lower than 68% of companies in the global airlines industry and is currently 19.49% below its 52-week high and 9.23% above its 52-week low. The price-sales (PS) ratio is 2.49 and the forward PE is 11.19.
The company provides airline-related services including scheduled services, ancillary services including car hire services, Internet and other related services to third parties, across a European route network.
The stock is part of five gurus portfolios: Jim Simons (Trades, Portfolio) is the main shareholder among the gurus, with a stake of 1.02% of outstanding shares, followed by Manning & Napier Advisors Inc. with 0.75%, Paul Singer (Trades, Portfolio) with 0.39%, Causeway International Value (Trades, Portfolio) with 0.13% and Julian Robertson (Trades, Portfolio) with 0.04%.
Valero Energy Corp. (VLO) is trading at about $54.00 per share and the Peter Lynch value gives the stock a fair price of $93.9, giving investors a margin of safety of 42%.
The stock is trading with a PE ratio of 8.71, higher than 74% of companies in the Global Oil and Gas Refining and Marketing industry and is currently 26.20% below its 52-week high and 16.30% above its 52-week low. The PS ratio is 0.34 and the forward PE is 16.67.
The company produces conventional gasolines, distillates, jet fuel, asphalt, petrochemicals, lubricants and other refined products, as well as a slate of premium products.
The company is held by eight gurus, Jeremy Grantham (Trades, Portfolio) is the largest shareholder among the gurus, with a stake of 1.06% of outstanding shares, followed by Ray Dalio (Trades, Portfolio) with 0.04%, Ken Fisher (Trades, Portfolio) with 0.04%, John Hussman (Trades, Portfolio) with 0.02%, Jeff Auxier (Trades, Portfolio) with 0.02%, Caxton Associates (Trades, Portfolio) with 0.01% and T Boone Pickens (Trades, Portfolio) with 0.01%.
Jones Lang LaSalle Inc. (JLL) is trading at about $117.4 per share and the Peter Lynch value gives the stock a fair price of $135.4, giving investors a margin of safety of 13%.
The stock is trading with a PE ratio of 13.01, lower than 52% of companies in the Global Real Estate Services industry and is currently 33.83% below its 52-week high and 30.34% above its 52-week low. The PS ratio is 0.84 and the forward PE is 11.59.
The company is involved in financial and professional services, specializing in real estate. It offers integrated services delivered by teams to clients seeking increased value by owning, occupying or investing in real estate.
The stock is part of three gurus portfolios. John Rogers (Trades, Portfolio) is the main shareholder among the gurus, with a stake of 3.24% of outstanding shares, followed by Columbia Wanger (Trades, Portfolio) with 0.2%.
SunTrust Banks Inc. (STI) is trading at about $42 per share and the Peter Lynch value gives the stock a fair price of $55.4, giving investors a margin of safety of 24%.
The stock is trading with a PE ratio of 11.42, higher than 59% of companies in the Global Banks - Regional - US industry and is currently 6.94% below its 52-week high and 35.50% above its 52-week low. The PS ratio is 2.61 and the forward PE is 12.18.
It is a bank holding and financial holding company with commercial banking organizations whose businesses provide financial services to consumer, business and corporate clients.
The stock is part of three gurus portfolios. HOTCHKIS & WILEY is the main shareholder among the gurus, with a stake of 0.66% of outstanding shares, followed by Arnold Schneider (Trades, Portfolio) with 0.14% and Dodge & Cox with 0.11%.
Dow Chemical Co. (DOW) is trading at about $52.79 per share and the Peter Lynch value gives the stock a fair price of $101.4, giving investors a margin of safety of 48%.
The stock is trading with a PE ratio of 7.79 higher than 88% of companies in the Global Chemicals industry and is currently 7.55% below its 52-week high and 50.36% above its 52-week low. The PS ratio is 1.38 and the forward PE is 15.34.
It is as an integrated science and technology company. The company operates in five segments: Agricultural Sciences, Consumer Solutions, Infrastructure Solutions, Performance Materials and Chemicals and Performance Plans.
The stock is part of nine gurus portfolios. Daniel Loeb (Trades, Portfolio) is the main shareholder among the gurus, with a stake of 1.77% of outstanding shares, followed by Larry Robbins (Trades, Portfolio) with 0.49%, Pioneer Investments (Trades, Portfolio) with 0.26%, Leon Cooperman (Trades, Portfolio) with 0.18%, PRIMECAP Management (Trades, Portfolio) with 0.14% and Dodge & Cox with 0.04%.
Itau Unibanco Holding SA ADR. (ITUB) is trading at about $11.4 per share and the Peter Lynch value gives the stock a fair price of $17.4, giving investors a margin of safety of 34%.
The stock is trading with a PE ratio of 7.15, higher than 83% of companies in the Global Banks - Regional - Latin America industry and is currently 0.52% below its 52-week high and 108.03% above its 52-week low. The PS ratio is 1.74 and the forward PE is 6.86.
The company provides financial products and services in Brazil. It provides investment banking, consumer credit card, real estate financing, leasing, foreign exchange and foreign trade financing services.
The stock is part of two gurus portfolios. Howard Marks (Trades, Portfolio) is the main shareholder among the gurus, with a stake of 0.11% of outstanding shares, followed by John Griffin (Trades, Portfolio) with 0.06%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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