5 Companies Growing Revenue and Earnings

AutoNation, Berkshire Hathaway on the list

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Apr 06, 2018
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According to the GuruFocus All-In-One Screener, the following companies have grown their revenues and earnings over the past several years.

Knight-Swift Transportation Holdings Inc. (KNX) has a five-year annual revenue growth rate of 11% and a five-year annual earnings per share growth rate of 31%. The stock is trading with a price-earnings (P/E) ratio of 10.4 and has a positive six-month return of 13.3%.

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The company, through its subsidiaries, operates the largest truckload fleet in North America. It has a market cap of $8.05 billion and an enterprise value of $8.62 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 19.47% and return on assets (ROA) of 13.10% are outperforming 87% of companies in the Global Trucking industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.15 is below the industry median of 0.35.

The company's largest shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 0.21% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.13%, Chuck Royce (Trades, Portfolio) with 0.07% and John Hussman (Trades, Portfolio) with 0.06%.

AutoNation Inc. (AN) has a five-year annual revenue growth rate of 13% and a five-year annual earnings per share growth rate of 12%. The stock is trading with a price-earnings ratio of 10.5 and has a negative six-month return of 0.2%.

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The automotive retailer has a market cap of $4.38 billion and an enterprise value of $7.01 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 18.40% and ROA of 4.30% are outperforming 51% of companies in the Global Auto and Truck Dealerships industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.74.

Edward Lampert (Trades, Portfolio) is the company's largest shareholder among the gurus with 4.37% of outstanding shares, followed by Bill Gates (Trades, Portfolio) with 2.07%, Bill Nygren (Trades, Portfolio) with 1.73% and Mario Gabelli (Trades, Portfolio) with 1.28%.

Universal Insurance Holdings Inc. (UVE) has a five-year annual revenue growth rate of 29% and a five-year annual earnings per share growth rate of 29%. The stock is trading with a price-earnings ratio of 10.6 and has a positive six-month return of 37.3%.

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It is a vertically integrated insurance holding company with a market cap of $1.1 billion and an enterprise value of $887.57 million.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of 26.06% and ROA of 7.86% are outperforming 95% of companies in the Global Insurance - Property and Casualty industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 16.59 is below the industry median of 2.82.

The company's largest shareholder among the gurus is Royce with 0.26% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.25% and Jim Simons (Trades, Portfolio) with 0.2%.

Berkshire Hathaway Inc. (BRK.B) has a five-year annual revenue growth rate of 8% and a five-year annual earnings per share growth rate of 20%. The stock is trading with a price-earnings ratio of 11 and has a positive six-month return of 7.3%.

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The company is engaged in the financial services domain. Its core activity includes provision of insurance services. It has a market cap of $474.94 billion and an enterprise value of $486.24 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 14.67% and ROA of 6.76% are outperforming 66% of companies in the Global Insurance – Diversified industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 0.31.

Gates is the company's largest guru shareholder with 2.58% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.12% and Tom Russo (Trades, Portfolio) with 0.1%.

Avis Budget Group Inc. (CAR) has a five-year annual revenue growth rate of 11% and a five-year annual earnings per share growth rate of 35%. The stock is trading with a price-earnings ratio of 11.5 and has a positive six-month return of 27.9%.

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The provider of automotive vehicle rental and car sharing services has a market cap of $4.01 billion and an enterprise value of $16.22 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. While the ROE of 121.63% is outperforming the sector, ROA of 1.90% is underperforming 55% of companies in the Global Rental and Leasing Services industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.05 is above the industry median of 0.66.

Larry Robbins (Trades, Portfolio) is the company's largest guru shareholder with 9.39% of outstanding shares, followed by Diamond Hill Capital (Trades, Portfolio) with 4.2% and Richard Pzena (Trades, Portfolio) with 2.05%.

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