According to GuruFocus' All-in-One Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.
Aon PLCĂ‚ (AON, Financial) with a market cap of $34.84 billion has outperformed the S&P500 Index by 7.1% over the last 12 months.
Aon provides risk management services, insurance and reinsurance brokerage and human resource consulting and outsourcing solutions.
Its shares are trading with a price-book (P/B) ratio of 6.06. According to the discounted cash flow (DCF) calculator, the company looks overpriced by 46% at $133.16 per share. The price is 26.20% above its 52-week low and 3.15% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. Its return on equity (ROE) of -25% and return on assets (ROA) of 5.18% are outperforming 71% of other companies in the Global Insurance Brokers industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.10 is below the industry median of 1,845.
The company’s largest shareholder among the gurus is First Pacific Advisors (Trades, Portfolio) with 1.97% of outstanding shares, followed by Steven Romick (Trades, Portfolio) with 1.53%, Bill Nygren (Trades, Portfolio) with 1.06%, NWQ Managers (Trades, Portfolio) with 0.37%, Jim Simons (Trades, Portfolio) with 0.24%, Wallace Weitz (Trades, Portfolio) with 0.16%, Charles de Vaulx (Trades, Portfolio) with 0.13% and Robert Olstein (Trades, Portfolio) with 0.03%.
A.O. Smith Corp.Ă‚ (AOS, Financial) with a market cap of $9.7 billion has outperformed the S&P500 Index by 15.5% in the last year.
The company manufactures water heaters and boilers for residential and commercial end markets.
Its shares are trading with a P/B ratio of 6.23. According to the DCF calculator, the company is overpriced by 19% at $56.55 per share. The price is 31.38% above its 52-week low and 2.17% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. Its ROE of -22.51% and ROA of 12.19% are outperforming 90% of other companies in the Global Diversified Industrials industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 1.96 is above the industry median of 1.01.
Keeley Asset Management Corp (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.37% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.23%, Ron Baron (Trades, Portfolio) with 0.2%, Simons with 0.15%, Mario Gabelli (Trades, Portfolio) with 0.12% and Pioneer Investments (Trades, Portfolio) with 0.11%.
Amphenol Corp.Ă‚ (APH, Financial) with a market cap of $22.34 billion has outperformed the S&P500 Index by 13.4% over the last 12 months.
The company manufactures electronic components.
Its shares are trading with a P/B ratio of 6.09. According to the DCF calculator, the company looks overpriced by 42% at $73.10 per share. The price is 33.35% above its 52-week low and 3.72% below its 52-week high.
The company has a profitability and growth rating of 9 out of 10. Its ROE of -24.74% and ROA of 10.74% are outperforming 88% of other companies in the Global Electronic Components industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.40 is below the industry median of 1.52.
The company’s largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 1.14% of outstanding shares, followed by Pioneer Investments with 0.74%, Jeremy Grantham (Trades, Portfolio) with 0.25%, Joel Greenblatt (Trades, Portfolio) with 0.01% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
Apollo Global Management LLCĂ‚ (APO, Financial) with a market cap of $10.73 billion has outperformed the S&P500 Index by 70.7% in the last year.
The alternative asset management company invests and manages funds on behalf of prominent pension, endowment and sovereign wealth funds as well as other institutional and individual investors.
Its shares are trading with a P/B ratio of 8.73. According to the DCF calculator, the company looks undervalued with a margin of safety of 18% at $26.42 per share. The price is 85.61% above its 52-week low and 6.93% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. Its ROE of 71.29% and ROA of 10.80% are outperforming 74% of other companies in the Global Asset Management industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 1.73.
Chase Coleman (Trades, Portfolio) is the largest shareholder of the company among the gurus with 8.09% of outstanding shares.
Ares Capital Corp. (ARCC, Financial) with a market cap of $7.03 billion has outperformed the S&P500 Index by 11.1% over the last 12 months.
The closed-ended specialty finance company's investment objective is to generate current income and capital appreciation through diversified debt and equity investments.
Its shares are trading with a P/B ratio of 0.99. According to the DCF calculator, the company looks overpriced by 12% at $16.51 per share. The price is 18.27% above its 52-week low and 8.34% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. Its ROE of -8.28% and ROA of 4.70% are outperforming 53% of other companies in the Global Asset Management industry. Financial strength has a rating of 4 out of 10 with a cash-debt ratio of 0.05.
The company’s largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 0.53% of outstanding shares, followed by NWQ Managers with 0.25%, Pioneer Investments with 0.08%, Scott Black (Trades, Portfolio) with 0.03%, Jones with 0.01% and Manning & Napier Advisors Inc. with 0.01%.
Aramark (ARMK, Financial) with a market cap of $10 billion has outperformed the S&P500 Index by 9.2% in the last year.
The company provides food, facilities and uniform services to various markets, including education, health care, business and industry and sports, leisure and corrections.
Its shares are trading with a P/B ratio of 4.46. According to the DCF calculator, the company looks overpriced by 195% at $41.07 per share. The price is 25.21% above its 52-week low and 11.77% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. Its ROE of 15.01% is outperforming and its ROA of 3.10% is underperforming 56% of other companies in the Global Restaurants industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.65.
Steven Cohen (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.26% of outstanding shares, followed by Simons with 0.06%, Mariko Gordon (Trades, Portfolio) with 0.04%, Greenblatt with 0.01% and Jones with 0.01%.
ARRIS International PLCĂ‚ (ARRS, Financial) with a market cap of $5.24 billion has outperformed the S&P500 Index by 15.9% over the last 12 months.
It is a media entertainment and data communications solutions company.
Its shares are trading with a P/B ratio of 1.73. According to the DCF calculator, the company looks overpriced by 179% at $27.93 per share. The price is 33.24% above its 52-week low and 11.10% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. Its ROE of -6% and ROA of 2.41% are outperforming 51% of other companies in the Global Communication Equipment industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.54 is below the industry median of 2.11.
The company’s largest shareholder among the gurus is Hotchkis & Wiley with 5.54% of outstanding shares, followed by First Pacific Advisors with 1.76%, Leon Cooperman (Trades, Portfolio) with 0.89%, the FPA Capital Fund (Trades, Portfolio) with 0.84%, NWQ Managers with 0.31%, Royce with 0.3% and Simons with 0.19%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
