According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months.
Argan Inc. (AGX, Financial) is trading around $67.20 per share. The Peter Lynch value gives the stock a fair price of $136.5, which suggests it is undervalued with a margin of safety of 51%. The stock started its positive upward trend three months ago; it now registers a positive performance of 6.1%.
The construction engineering company has a market cap of $1.03 billion and enterprise value of $474.94 billion.
The stock is trading with a price-earnings (P/E) ratio of 12.98, which is higher than 60% of companies in the Global Engineering and Construction industry. The stock price is 12.39% below its 52-week high and 24.44% above its 52-week low. The price-book (P/B) ratio is 3.12.
With 8.64% of outstanding shares, Jim Simons (Trades, Portfolio) is the company's largest investor among the gurus, followed by Joel Greenblatt (Trades, Portfolio) with 1.18%, John Hussman (Trades, Portfolio) with 0.16% and Scott Black (Trades, Portfolio) with 0.06%.
LCI Industries Inc. (LCII, Financial) is trading around $123.70 per share. The Peter Lynch value gives the stock a fair price of $138.5, which suggests it is undervalued with a margin of safety of 11%. The stock started its positive upward trend three months ago; it registered a positive performance 17.3%.
The recreational vehicle parts manufacturer has a market cap of $3.09 billion and enterprise value of $3.1 billion.
The stock is trading with a P/E ratio of 22.35, which is lower than 61% of companies in the Global Recreational Vehicles industry. The stock price is 0.48% below its 52-week high and 53.38% above its 52-week low. The P/B ratio is 4.97.
The company's largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 2.96% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 1.55%, Jeremy Grantham (Trades, Portfolio) with 0.1% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.
NXP Semiconductors NV (NXPI, Financial) is trading around $116.49 per share. The Peter Lynch value gives the stock a fair price of $142.75, which suggests it is undervalued with a margin of safety of 18%. Over the past three months, it has registered a positive performance of 6.2%.
The semiconductor manufacturer has a market cap of $39.49 billion and enterprise value of $43.64 billion.
The stock is trading with a P/E ratio of 20.46, which is higher than 56% of companies in the Global Semiconductors industry. The stock price is 0.44% below its 52-week high and 21.50% above its 52-week low. The P/B ratio is 3.12.
With 3.66% of outstanding shares, Paul Singer (Trades, Portfolio) is the company's largest guru shareholder, followed by Elliott Associates LP with 3.31% and Daniel Loeb (Trades, Portfolio) with 0.8%.
Magna International Inc. (MGA, Financial) is trading around $54.96 per share. The Peter Lynch value gives the stock a fair price of $149.35, which suggests it is undervalued with a margin of safety of 63%. The stock started its positive upward trend three months ago; it now registers a positive performance of 15%.
The auto parts supplier has a market cap of $20.54 billion and enterprise value of $24 billion.
The stock is trading with a P/E ratio of 9.26, which is higher than 84% of companies in the Global Auto Parts industry. The stock price is 1.43% below its 52-week high and 49.47% above its 52-week low. The P/B ratio is 1.78.
With 1.29% of outstanding shares, Hotchkis & Wiley is the company's largest guru shareholder, followed by Greenblatt with 0.11%, Caxton Associates (Trades, Portfolio) with 0.06% and Ray Dalio (Trades, Portfolio) with 0.02%.
Toyota Motor Corp. (TM, Financial) is trading around $122.34 per share. The Peter Lynch value gives the stock a fair price of $161.49, which suggests it is undervalued with a margin of safety of 23%. The stock started its positive upward trend three months ago; it registered a positive performance of 11.1%.
The automaker has a market cap of $184.4 billion and enterprise value of $319.19 billion.
The stock is trading with a P/E ratio of 11.24, which is higher than 75% of companies in the Global Auto Manufacturers industry. The stock price is 1.59% below its 52-week high and 18.07% above its 52-week low. The P/B ratio is 1.16.
The company's largest shareholder among the gurus is Simons with 0.05% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 0.03% and Charles Brandes (Trades, Portfolio) with 0.01%.
Banco Macro SA (BMA, Financial) is trading around $134.1 per share. The Peter Lynch value gives the stock a fair price of $164.3, which suggests it is undervalued with a margin of safety of 28%. The stock started its positive upward trend three months ago; it currently registers a positive performance of 51.2%.
The Latin American bank has a market cap of $8.98 billion and enterprise value of $7.69 billion.
The stock is trading with a P/E ratio of 20.39, which is lower than 64% of companies in the Global Banks - Regional - Latin America industry. The stock price is 1.48% below its 52-week high and 119.39% above its 52-week low. The P/B ratio is 4.36.
The company's largest guru shareholder is Loeb with 1.34% of outstanding shares, followed by Ron Baron (Trades, Portfolio) with 0.58%.
Disclosure: I do not own any stocks mentioned in this article.
