5 Stocks Boosting Earnings and Revenue

Goldman Sachs, Travelers among companies increasing in profitability

Author's Avatar
Oct 19, 2017
Article's Main Image

According to GuruFocus'Â All-In-One Screener, the following companies have boosted their revenues and earnings over the past several years.

AMC Networks Inc. (AMCX, Financial) has a five-year annual revenue growth rate of 20% and a five-year annual earnings per share (EPS) growth rate of 21%. The stock is trading with a price-earnings (P/E) ratio of 11.9 and has a negative six-month return of 5.1%.

979489988.png

The media company has a market cap of $3.53 billion and enterprise value of $6.12 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 704.24% and return on assets (ROA) of 7.01% are outperforming 76% of the companies in the Global Media - Diversified industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.07 is below the industry median of 1.47.

The companys largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 1.75% of outstanding shares, followed by Leon Cooperman (Trades, Portfolio) with 1.39%, Murray Stahl (Trades, Portfolio) with 1.21% and Joel Greenblatt (Trades, Portfolio) with 0.26%.

Argan Inc. (AGX, Financial) has a five-year annual revenue growth rate of 28% and a five-year annual EPS growth rate of 38%. The stock is trading with a P/E ratio of 12.1 and has a positive six-month return of 1.7%.

1835974262.png

The construction engineering company has a market cap of $1.03 billion and enterprise value of $467.98 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity (ROE) of 29.26% and return on assets (ROA) of 13.92% are outperforming 93% of the companies in the Global Engineering and Construction industry. Financial strength has a rating of 9 out of 10 with no debt.

Jim Simons (Trades, Portfolio) is the company's largest shareholder among the gurus with 8.64% of outstanding shares, followed by Greenblatt with 1.18%, John Hussman (Trades, Portfolio) with 0.16% and Scott Black (Trades, Portfolio) with 0.06%.

L Brands Inc. (LB, Financial) has a five-year annual revenue growth rate of 5.4% and a five-year annual EPS growth rate of 11%. The stock is trading with a P/E ratio of 12.2 and has a negative six-month return of 9.3%.

1007460190.png

The women's apparel retailer has a market cap of $11.78 billion and enterprise value of $16.19 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROA of 12.65% and the return on capital (ROC) of 65.10% are outperforming 88% of the companies in the Global Apparel Stores industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.24 is below the industry median of 0.99.

The company's largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 6.88% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 1.13%, Simons with 0.47% and David Tepper (Trades, Portfolio) with 0.29%.

Goldman Sachs Group Inc. (GS, Financial) has a five-year annual revenue growth rate of 6% and a five-year annual EPS growth rate of 19%. The stock is trading with a P/E ratio of 12.6 and has a positive six-month return of 13%.

1828667836.png

The investment bank has a market cap of $91.34 billion and enterprise value of $260.7 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. While the ROE of 9.19% is outperforming the sector, ROA of 0.96% is underperforming 60% of the companies in the Global Capital Markets industry. Financial strength has a rating of 4 out of 10 with a cash-debt ratio of 0.41.

With 3.59% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Warren Buffett (Trades, Portfolio) with 2.83%, Spiros Segalas (Trades, Portfolio) with 0.37% and Richard Pzena (Trades, Portfolio) with 0.37%.

The Travelers Companies Inc. (TRV, Financial) has a five-year annual revenue growth rate of 9% and a five-year annual EPS growth rate of 23%. The stock is trading with a P/E ratio of 12.8 and has a positive six-month return of 8.9%.

798173582.png

The insurance company has a market cap of $35.5 billion and enterprise value of $36.8 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of 11.89% and ROA of 2.82% are outperforming 58% of the companies in the Global Insurance, Property and Casualty industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.05 is below the industry median of 3.15.

The company's largest guru shareholder is Hotchkis & Wiley with 0.84% of outstanding shares, followed by Mairs and Power (Trades, Portfolio) with 0.2%, First Eagle Investment (Trades, Portfolio) with 0.17% and PRIMECAP Management with 0.15%.

Disclosure: I do not own any shares of any stocks mentioned in this article.