According to the GuruFocus All-in-One Screener, a Premium feature, the stock prices of the following guru-owned stocks have outperformed the S&P 500 Index over the past 12 months through June 3.
Atkore
Atkore International Group Inc. (ATKR) has a market cap of $1.3 billion. It has outperformed the S&P 500 by 5.71% over the past year.
Shares are trading with a price-earnings ratio of 8.62. According to the DCF calculator, the stock is undervalued and is trading with a 19.47% of margin of safety at $27.58. As of Wednesday, the share price was 154.19% above the 52-week low and 36.60% below the 52-week high.
The diversified industrials company has a GuruFocus profitability rating of 6 out of 10. The return on equity of 65.69% and return on assets of 10.88% are outperforming 89% of companies in the industrial products industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.15 is below the industry median of 0.9.
Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder with 0.39% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio)’s Gotham Asset Management with 0.15% and Jeremy Grantham (Trades, Portfolio) with 0.08%.
United Rentals
With a market cap of $10.3 billion, United Rentals Inc. (URI) has outperformed the S&P 500 by 17.80% over the past 12 months.
Shares are trading with a price-earnings ratio of 9.33. As of Wednesday, the price was 143.21% above the 52-week low and 15.83% below the 52-week high.
The retailer of general construction equipment has a profitability rating of 8 out of 10. The return equity of 32.61% and return on assets of 6.18% are outperforming 68% of companies in the business services industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.04 is below the industry median of 0.67.
The company’s largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 1.05%, David Carlson (Trades, Portfolio)’s Elfun Trusts with 0.66% and Larry Robbins (Trades, Portfolio)’ Glenview Capital Management with 0.55%.
Masco
Masco Corp. (MAS) has a market cap of $12.5 billion. It has outperformed the S&P 500 by 17.80% over the past year.
Shares are trading with a price-earnings ratio of 9.96. According to the DCF calculator, the stock is overpriced by 77% at $47.50 per share. As of Wednesday, the price was 75.67% above the 52-week low and 5.11% below the 52-week high.
The home-improvement giant has a profitability rating of 7 out of 10. The return on assets of 25.32% is outperforming 99% of companies in the construction industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.26 is below the industry median of 0.61.
The company’s largest guru shareholder is John Rogers (Trades, Portfolio) with 0.45% of outstanding shares, followed by Gotham Asset Management with 0.14% and Pioneer Investments (Trades, Portfolio) with 0.08%.
Compass
With a market cap of $1.1 billion, Compass Diversified Holdings (CODI) has outperformed the S&P 500 by 7.22% over the past 12 months.
Shares are trading with a price-earnings ratio of 10.77. As of Wednesday, the price was 58.91% above the 52-week low and 35.04% below the 52-week high.
The diversified business conglomerate has a profitability rating of 6 out of 10. The return on equity of 17.01% and return on assets of 9.06% are outperforming 92% of companies in the conglomerates industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.49 is above the industry median of 0.45.
GMS
GMS Inc. (GMS) has a market cap of $921 million. It has outperformed the S&P 500 by 17.13% over the past 12 months.
Shares are trading with a price-earnings ratio of 11.40. According to the DCF calculator, the stock is overpriced by 6.54% at $21.78 per share. As of Wednesday, the price was 109.62% above the 52-week low and 32.82% below the 52-week high.
The supplier of building materials has a profitability rating of 4 out of 10. The return on equity of 12.33% and return on assets of 3.66% are outperforming 59% of companies in the construction industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.61.
Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder with 3.33% of outstanding shares, followed by Greenblatt’s firm with 0.17% and Chuck Royce (Trades, Portfolio) with 0.09%.
Disclosure: I do not own any of the stocks mentioned.
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