The following companies have boosted their revenue and earnings over the last three years.
AerCap Holdings NVÂ (AER, Financial) has a five-year revenue growth rate of 37% and a five-year earnings per share (EPS) growth rate of 39%. The stock is trading with a price-earnings (P/E) ratio of 7.8 and has a six-month return of 8.1%.
AerCap is an aircraft leasing company that leases, finances, sells and manages commercial aircraft and engines.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10. While the return on equity (ROE) of 12.86% is outperforming the sector, the return on assets (ROA) of 2.56% is underperforming 52% of the companies in the Global Airports and Air Services industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.07 is below the industry median of 0.31.
The largest shareholder among the gurus is David Einhorn (Trades, Portfolio) with 7.34% of outstanding shares, followed by Donald Smith (Trades, Portfolio) with 5.26%, Leon Cooperman (Trades, Portfolio) with 1.26%, Mohnish Pabrai (Trades, Portfolio) with 0.48% and Louis Moore Bacon (Trades, Portfolio) with 0.22%.
Sumitomo Mitsui Financial Group Inc. (SMFG, Financial) has a five-year revenue growth rate of 9% and a five-year EPS growth rate of 15%. The stock is trading with a P/E ratio of 8.1 and has a six-month return of -5.3%.
The company offers a range of financial services, including commercial banking, leasing, securities and consumer finance.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The ROE of 7.67% and ROA of 0.38% are underperforming 79% of the companies in the Global Banks – Global industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 2.10 is below the industry median of 2.12.
Sarah Ketterer (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.02% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.01%.
Corning Inc. (GLW, Financial) has a five-year revenue growth rate of 10% and a five-year EPS growth rate of 9%. The stock is trading with a P/E ratio of 8.1 and has a positive return of 22.5% over the last six months.
Corning manufactures specialty glass and ceramics.
GuruFocus gives the stock a profitability and growth rating of 9 out of 10. The ROE of 22.15% and ROA of 14.45% are outperforming 91% of the companies in the Global Electronic Components industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 1.24 is below the industry median of 1.51.
The largest shareholder among the gurus is Dodge & Cox with 3.11% of outstanding shares, followed by Hotchkis & Wiley with 2.73%, PRIMECAP Management (Trades, Portfolio) with 2.03%, Mairs and Power (Trades, Portfolio) with 0.28%, Donald Yacktman (Trades, Portfolio) with 0.2%, Joel Greenblatt (Trades, Portfolio) with 0.19%, the Yacktman Fund (Trades, Portfolio) with 0.16% and Richard Pzena (Trades, Portfolio) with 0.16%.
Mitsubishi UFJ Financial Group Inc. (MTU, Financial) has a five-year revenue growth rate of 8% and a five-year EPS growth rate of 23%. The stock is trading with a P/E ratio of 8.4 and has a positive return of 0.3% over the last six months.
The bank holding company offers commercial banking, trust banking, securities, credit cards, consumer finance, asset management, leasing and other financial services.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The ROE of 8.25% and ROA of 0.41% are underperforming 78% of the companies in the Global Banks – Global industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 1.72 is below the industry median of 2.12.
Charles Brandes (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.06% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.05% and Simons with 0.01%.
Magna International Inc. (MGA, Financial) has a five-year revenue growth rate of 16% and a five-year EPS growth rate of 27%. The stock is trading with a P/E ratio of 8.4 and has a positive return of 2% over the last six months.
Magna is an automotive supplier, providing chassis, interior, exterior, seating, powertrain, electronic, vision, closure and roof systems and modules and complete vehicle engineering and contract manufacturing.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10. The ROE of 21.70% and ROA of 9.31% are outperforming 80% of the companies in the Global Auto Parts industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.27 is below the industry median of 0.70.
The largest shareholder among the gurus is Hotchkis & Wiley with 1.18% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.26%, Greenblatt with 0.13%, Scott Black (Trades, Portfolio) with 0.01% and Manning & Napier Advisors Inc. with 0.01%.
Honda Motor Co Ltd. (HMC, Financial) has a five-year revenue growth rate of 12% and a five-year EPS growth rate of 15%. The stock is trading with a P/E ratio of 9 and has a six-month return of -6.9%.
The company develops, produces and manufactures motor products.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 8.96% is outperforming and the ROA of 3.42% is underperforming 55% of the companies in the Global Auto Manufacturers industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.33 is below the industry median of 0.70.
Dodge & Cox is the largest shareholder of the company among the gurus with 0.29% of outstanding shares, followed by Brandes with 0.2%, Hotchkis & Wiley with 0.16%, Simons with 0.14% and Manning & Napier with 0.01%.
InterDigital Inc. (IDCC, Financial) has a five-year revenue growth rate of 15% and a five-year EPS growth rate of 21%. The stock is trading with a P/E ratio of 9. and has a return of -11.1% over the last six months.
The company develops technologies that enable and enhance wireless communications.
GuruFocus gives the stock a profitability and growth rating of 9 out of 10. The ROE of 50.73% and ROA of 20.22% are outperforming 97% of the companies in the Global Telecom Services industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 3.22 is above the industry median of 0.41.
The largest shareholder among the gurus is Simons with 1.37% of outstanding shares, followed by First Pacific Advisors (Trades, Portfolio) with 1.28%, Greenblatt  with 1.07%, FPA Capital Fund (Trades, Portfolio) with 0.65% and Paul Tudor Jones (Trades, Portfolio) with 0.05%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
