According to the GuruFocus All-in-One Screener, a Premium feature, as of March 27, the following guru-held companies are trading at a discount and have positive three- to five-year future earnings estimates.
TJX Companies
Shares of TJX Companies Inc. (TJX) were trading around $46.95 on Friday.
The retailer of apparel, home fashions and merchandise has a GuruFocus profitability rating of 10 out of 10. Its earnings per share have climbed 15.6% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 13.42%. The return on equity of 60.65% and return on assets of 15.13% are outperforming 98% of companies in the retail - cyclical industry.
With 1.26% of outstanding shares, the PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Diamond Hill Capital (Trades, Portfolio) with 0.55% and Jeremy Grantham (Trades, Portfolio)’s GMO with 0.30%.
L Brands
On Friday, L Brands Inc. (LB) was trading around $12.33 per share.
With a market cap of $3.3 billion, the owner of well-known brands such as Victoria's Secret and Bath & Body Works has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have tanked 18.20% over the past three years, but analysts project a three-year to five-year earnings growth rate of 1.63%.
The return on assets of 3.8% is outperforming 62% of companies in the retail - cyclical industry.
PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder with 6.61% of outstanding shares, followed by T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.98% and Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 0.65%.
Dick’s Sporting Goods
Dick’s Sporting Goods Inc. (DKS) was trading around $20.50 per share on Friday.
With a market cap of $1.83 billion, the retailer of sports apparel has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 9.30% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 6.16%. The return on equity of 16.64% and return on assets of 4.67% are outperforming 69% of companies in the retail - cyclical industry.
With 0.46% of outstanding shares, Louis Moore Bacon (Trades, Portfolio) is the company's largest guru shareholder, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.16% and Richard Snow (Trades, Portfolio) with 0.08%.
Nordstrom
Nordstrom Inc. (JWN) was trading around $15.87 per share on Friday.
The upscale fashion retailer has a market cap of $6.32 billion and a GuruFocus profitability rating of 9 out of 10. Its earnings per share have grown 16.3% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 3.51%. The return on equity of 60.3% and return on assets of 5.28% are outperforming 72% of companies in the retail - cyclical industry.
With 0.80% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed by John Rogers (Trades, Portfolio) with 0.36% and Lee Ainslie (Trades, Portfolio)’s Maverick Capital with 0.15%.
Kohl’s
On Friday, Kohl’s Corp. (KSS) was trading around $16.80 per share.
With a market cap of $2.53 billion, the retailer has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 12% over the last three years.
Analysts project a three-year to five-year earnings growth rate of 0.37%. The return on equity of 12.69% and return on assets of 4.81% are outperforming 70% of companies in the retail - cyclical industry.
With 1.62% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed by T Rowe Price Equity Income Fund (Trades, Portfolio) with 1.30% and Ainslie’s firm with 0.16%.
Disclosure: I do not own any stocks mentioned.
Read more here:
- 6 Restaurants Trading With Low Price-Earnings Ratios
- 5 Cycical Companies Boosting Book Value
- 6 Retailers Gurus Are Buying
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