According to the GuruFocus All-in-One Guru Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months and were bought by gurus during the last quarter.
Advanced Semiconductor Engineering Inc. (ASX, Financial) has a market cap of $12.46 billion. It has outperformed the S&P 500 Index by 14.8% over the past 12 months.
The stock is trading with a price-book (P/B) ratio of 1.97. According to the discounted cash flow (DCF) calculator, the stock is overpriced at $7.25 per share. The stock price is currently 34.51% above its 52-week low and 3.59% below its 52-week high.
The Taiwan-based company provides semiconductor packaging and testing services. It has a profitability and growth rating of 7 out of 10. Its return on equity (ROE) of 14.91% and return on assets (ROA) of 6.86% are outperforming 69% of other companies in the Global Semiconductors industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.52 is below the industry median of 1.62.
The company’s largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 1.75% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.05%.
With a market cap of $9.8 billion, Autohome Inc. (ATHM, Financial) has outperformed the S&P 500 Index by 153.7% over the past 12 months.
The stock is trading with a price-book ratio of 8.4. According to the DCF calculator, the stock is overpriced at $82.9 per share. The stock price is currently 189.56% above its 52-week low and 2% below its 52-week high.
The Chinese online advertising and dealer subscription company has a profitability and growth rating of 7 out of 10. Its ROE of 24.14% and ROA of 16.79% are outperforming 83% of other companies in the Global Internet Content and Information industry. Its financial strength is rated 9 out of 10 with no debt.
With 0.4% of outstanding shares Simons is the company's largest guru shareholder, followed by George Soros (Trades, Portfolio) with 0.1% and Pioneer Investments (Trades, Portfolio) with 0.04%.
Broadcom Ltd. (AVGO, Financial) has a market cap of $102.77 billion. It has outperformed the S&P 500 Index by 14.9% over the past 12 months.
The stock is trading with a price-book ratio of 65.56. According to the DCF calculator, the stock is overpriced at $262.9 per share. The stock price is currently 36.73% above its 52-week low and 7.97% below its 52-week high.
The Singapore-based semiconductor manufacturer has a profitability and growth rating of 9 out of 10. Its ROE of 8.68% and ROA of 3.33% are underperforming 63% of other companies in the Global Semiconductors industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.64 is below the industry median of 1.62.
The company’s largest guru shareholder is Steve Mandel (Trades, Portfolio) with 1.3% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 0.55%, Spiros Segalas (Trades, Portfolio) with 0.53% and Pioneer Investments (Trades, Portfolio) with 0.36%.
With a market cap of $84.16 billion, American Express Co. (AXP, Financial) has outperformed the S&P 500 Index by 5.4% over the past 12 months.
The stock is trading with a price-book ratio of 4.68. According to the DCF calculator, the stock is overpriced at $98 per share. The stock price is currently 29.76% above its 52-week low and 4.30% below its 52-week high.
The credit card company has a profitability and growth rating of 6 out of 10. Its ROE of 12.89% and ROA of 1.63% are outperforming 56% of other companies in the Global Credit Services industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.56 is below the industry median of 2.52.
Warren Buffett (Trades, Portfolio) is the company's largest guru shareholder with 17.65% of outstanding shares, followed by Dodge & Cox with 3.13% and Barrow, Hanley, Mewhinney & Strauss with 1.86%.
Aspen Technology Inc. (AZPN, Financial) has a market cap of $5.49 billion. It has outperformed the S&P 500 Index by 11.2% over the past 12 months.
According to the DCF calculator, the stock is overpriced at $75.69 per share. The stock price is currently 44.92% above its 52-week low and 2.34% below its 52-week high.
The software company has a profitability and growth rating of 8 out of 10. Its ROE of 64.68% and ROA of 1,495.08% are outperforming 98% of other companies in the Global Software – Application industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.42 is below the industry median of 6.56.
With 4.13% of outstanding shares, Simons is the company's largest guru shareholder, followed by Fisher with 2.75%, Ron Baron (Trades, Portfolio) with 1.22% and Columbia Wanger (Trades, Portfolio) with 0.35%.
With a market cap of $199.87 billion, Boeing Co. (BA, Financial) has outperformed the S&P 500 Index by 90.9% over the past 12 months.
The stock is trading with a price-book ratio of 188.52. According to the DCF calculator, the stock is overpriced at $335.59 per share. The stock price is currently 112.61% above its 52-week low and 4.72% below its 52-week high.
The airplane manufacturer has a profitability and growth rating of 8 out of 10. Its ROE of 1,632.20% and ROA of 7.45% are outperforming 83% of other companies in the Global Aerospace and Defense industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.93 is above the industry median of 0.43.
Segalas is the company's largest guru shareholder with 0.44% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.21% and the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.2%.
Disclosure: I do not own any stocks mentioned in this article.
