The following companies have boosted their revenue over the last three years as well as their earnings. This figure can be a good point to start for a profitable investment.
Assured Guaranty Ltd. (AGO) has a five-year revenue growth rate of 15% and a five-year EPS growth rate of 34%. The stock is now trading with a price-earnings (P/E) ratio of 5.8 with a positive return of 36.6% over the last six months.
The company through its operating subsidiaries provides credit protection products to the U.S., and international public finance including infrastructure and structured finance markets.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 13.90% and return on assets (ROA) of 6.13% are outperforming 76% of the companies in the Global Insurance - Specialty industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.09 is below the industry median of 3.44.
The largest shareholder among the gurus is Jeremy Grantham (Trades, Portfolio) with 0.61% followed by Arnold Schneider (Trades, Portfolio) with 0.43%, Chuck Royce (Trades, Portfolio) with 0.39% and Jim Simons (Trades, Portfolio) with 0.19%.
Gilead Sciences Inc. (GILD) has a five-year revenue growth rate of 40% and a five-year EPS growth rate of 58%. The stock is now trading with a P/E ratio of 6.7, and the price has a negative return of -10.2% over the last six months.
It is a research-based biopharmaceutical company that discovers, develops and commercializes new medicines for different medical sectors.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 81.11% and ROA of 25.66% are outperforming 97% of the companies in the Global Biotechnology industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.45 is below the industry median of 54.02.
Simons is the largest shareholder among the gurus with 0.4% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.21%, John Rogers (Trades, Portfolio) with 0.12%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.11%, Joel Greenblatt (Trades, Portfolio) with 0.08% and Grantham with 0.07%.
Nelnet Inc. Class AĂ‚ (NNI) has a five-year revenue growth rate of 6% and a five-year EPS growth rate of 9%. The stock is now trading with a P/E ratio of 7.3 with a positive return of 10.7% over the last six months.
The company provides educational services in loan servicing, payment processing, education planning and asset management. It also provides federally insured student loans.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10. While the ROE of 13.24% is outperforming the sector, the ROA of 0.89% is underperforming 68% of the companies in the Global Credit Services industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.08 is below the industry median of 0.45.
The largest shareholder among the gurus is Simons with 0.85% of outstanding shares followed by Royce with 0.11%.
Open Text Corp. (OTEX) has a five-year revenue growth rate of 18% and a five-year EPS growth rate of 26%. The stock is now trading with a P/E ratio of 7.4 with a positive return of 29% over the last six months.
The company provides software products and services. It assist organizations in finding, utilizing and sharing business information. It is engaged in the design, development, marketing and sales of enterprise information management software and solutions.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 45.48% and ROA of 20.52% are outperforming 93% of the companies in the Global Software – Application industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.72 is below the industry median of 10.13.
Richard Snow (Trades, Portfolio) is the largest shareholder among the gurus with 0.7% of outstanding shares followed by Grantham with 0.1% and Greenblatt with 0.07%.
Delta Air Lines Inc. (DAL) has a five-year revenue growth rate of 5% and a five-year EPS growth rate of 36%. The stock is now trading with a P/E ratio of 7.8 with a positive return of 17% over the last six months.
The company provides scheduled air transportation for passengers and cargo throughout the U.S. and around the world. The company's business segments are airline and refinery.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 37.24% and ROA of 8.40% are outperforming 64% of the companies in the Global Airlines industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.44 is a few above the industry median of 0.43.
The largest shareholder among the gurus is Warren Buffett (Trades, Portfolio) with 8.21% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 2.84%, Greenblatt with 0.16%, Steven Cohen (Trades, Portfolio) with 0.15%, Grantham with 0.08% and David Tepper (Trades, Portfolio) with 0.03%.
Asbury Automotive Group Inc. (ABG) has a five-year revenue growth rate of 18% and a five-year EPS growth rate of 37%. The stock is now trading with a P/E ratio of 7.8 with a positive return of 7.4% over the last six months.
The company is an automotive retailer in the U.S. Its products and services include new and used vehicles, vehicle maintenance, replacement parts and collision repair services and new and used vehicle financing
GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 63.76% and ROA of 7.17% are outperforming 72% of the companies in the Global Auto and Truck Dealerships industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.12 is below the industry median of 0.49.
Michael Dell (Trades, Portfolio) is the largest shareholder among the gurus with 9.46% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 2.72%, Paul Singer (Trades, Portfolio) with 1.78% and Greenblatt with 0.51%.
AerCap Holdings NVĂ‚ (AER) has a five-year revenue growth rate of 37% and a five-year EPS growth rate of 39%. The stock is now trading with a P/E ratio of 7.8 with a positive return of 8.6% over the last six months.
The company provides aircraft leasing and aviation finance services. Its activities also include aircraft asset management, corporate services, remarketing of aircraft, collecting rental, maintenance payments and monitoring aircraft maintenance.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10. While the ROE of 112.46% is outperforming the sector, the ROA of 2.45% is underperforming 55% of the companies in the Global Airports and Air Services industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.07 is below the industry median of 0.34.
The largest shareholder among the gurus is David Einhorn (Trades, Portfolio) with 7.16% of outstanding shares followed by Donald Smith (Trades, Portfolio) with 5.1%, Leon Cooperman (Trades, Portfolio) with 1.29%, Grantham with 0.74% and Mohnish Pabrai (Trades, Portfolio) with 0.38%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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