According to the GuruFocus All-in-One Screener, a Premium feature, as of June 18, the following guru-held companies are trading at a discount and have positive future earnings estimates from Morningstar analysts.
LKQ
Shares of LKQ Corp. (LKQ) were trading around $26.90 on Thursday.
The distributor of automotive parts has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have increased 6% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 2.57%. The return on equity of 12.04% and return on assets of 4.68% are outperforming 70% of companies in the vehicles and parts industry.
With 7.09% of outstanding shares, Jeff Ubben (Trades, Portfolio)s’ ValueAct Holding is the company's largest guru shareholder, followed by Charles de Vaulx (Trades, Portfolio) with 1.42% and Wallace Weitz (Trades, Portfolio) with 0.23%.
Penske Automotive
On Thursday, Penske Automotive Group Inc. (PAG) was trading around $39.68 per share.
With a market cap of $3.1 billion, the operator of vehicles franchises has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have climbed 9.7% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 5.92%. The return on equity of 14.45% and return on assets of 2.83% are outperforming 53% of companies in the vehicles and parts industry.
Mario Gabelli (Trades, Portfolio)’s GAMCO Investors is the company's largest guru shareholder with 0.63% of outstanding shares, followed by Tom Gayner (Trades, Portfolio) with 0.09% and Louis Moore Bacon (Trades, Portfolio) with 0.05%.
Toyota Motor
Shares of Toyota Motor Corp. (TM) were trading around $128.88 per share on Thursday.
With a market cap of $178 billion, the producer of auto vehicles has a GuruFocus profitability rating of 7 out of 10. Its earnings per share have risen 6.8% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 1.63%. The return on equity of 10.35% and return on assets of 3.95% are outperforming 64% of companies in the vehicles and parts industry.
With 0.08% of outstanding shares, Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder.
Heidrick & Struggles
Heidrick & Struggles International Inc. (HSII) was trading around $21.34 per share on Thursday.
The leading advisory firm has a market cap of $411 million and a GuruFocus profitability rating of 6 out of 10. Its earnings per share have increased 43.6% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 10%. The return on equity of 14.68% and return on assets of 5.73% are outperforming 66% of companies in the business services industry.
With 6.86% of outstanding shares, Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder, followed by Renaissance Technologies with 6.61%
Jones Lang LaSalle
On Thursday, Jones Lang LaSalle Inc. (JLL) was trading around $106.40 per share.
With a market cap of $5.4 billion, the provider of services for the real estate industry has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have climbed 14.6% over the last three years.
Analysts project a three-year to five-year earnings growth rate of 1.01%. The return on equity of 11.56% and return on assets of 4.20% are outperforming 69% of companies in the real estate industry.
With 9.28% of outstanding shares, Al Gore (Trades, Portfolio) is the company's largest guru shareholder, followed by John Rogers (Trades, Portfolio) with 1.55% and Diamond Hill Capital (Trades, Portfolio) with 0.50%.
Disclosure: I do not own any stocks mentioned.
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