According to the GuruFocus All-in-One Screener, a Premium feature, as of April 30, the following guru-held companies are trading at a discount and have positive three- to five-year future earnings estimates from Morningstar analysts.
MiX Telematics
Shares of MiX Telematics Ltd. (MIXT) were trading around $9.39 on Thursday.
The company, which provides fleet and mobile asset management solutions, has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 15% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 22.30%. The return on equity of 14.99% and return on assets of 10.68% are outperforming 75% of companies in the software industry.
With 3.39% of outstanding shares, Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio) with 0.08%.
NetApp
On Thursday, NetApp Inc. (NTAP) was trading around $44.88 per share.
With a market cap of $9.93 billion, the provider of enterprise data management and storage solutions has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 80.30% over the past three years, and analysts project a three-year to five-year earnings growth rate of 8.28%.
The return on equity of 127.34% and return on assets of 12.76% are outperforming 92% of companies in the hardware industry.
PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder with 14.72% of outstanding shares, followed by Simons’ firm with 2.47% and Pioneer Investments (Trades, Portfolio) with 1.44%.
Synnex
Synnex Corp. (SNX) was trading around $88.11 per share on Thursday.
With a market cap of $4.54 billion, the IT services provider has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have risen 18.30% over the past three years. Analysts project a three-year to five-year earnings growth rate of 10%.
The return on equity of 14.51% and return on assets of 4.71% are outperforming 61% of companies in the software industry.
With 4.31% of outstanding shares, Sarah Ketterer (Trades, Portfolio)’s Causeway Capital Management is the company's largest guru shareholder, followed by Simons with 0.54%, Pioneer Investments (Trades, Portfolio) with 0.12% and Paul Tudor Jones (Trades, Portfolio) with 0.08%.
Skyworks Solutions
Skyworks Solutions Inc. (SWKS) was trading around $106.22 per share on Thursday.
The semiconductors manufacturer has a market cap of $18.01 billion and a GuruFocus profitability rating of 9 out of 10. Its earnings per share have fallen 1.90% over the past three years. Analysts project a three-year to five-year earnings growth rate of 13.23%.
The return on equity of 20.04% and return on assets of 17.01% are outperforming 88% of companies in the semiconductors industry.
With 0.19% of outstanding shares, Ken Heebner (Trades, Portfolio)’s Capital Growth Management is the company's largest guru shareholder, followed by Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 0.08%.
VMware
On Thursday, VMware Inc. (VMW) was trading around $134.97 per share.
With a market cap of $56.42 billion, the software provider has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 73.80% over the last three years. Analysts project a three-year to five-year earnings growth rate of 19.63%.
The return on equity of 156.81% and return on assets of 31.67% are outperforming 98% of companies in the software industry.
With 0.49% of outstanding shares, Simons’ firm is the company's largest guru shareholder, followed by PRIMECAP Management (Trades, Portfolio) with 0.29% , Pioneer Investments (Trades, Portfolio) with 0.02%, John Hussman (Trades, Portfolio) with 0.01% and Ken Fisher (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any stocks mentioned.
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