According to the GuruFocus All-in-One Screener, a Premium feature, as of June 29, the following guru-held companies are trading at a discount and have positive future earnings estimates from Morningstar analysts.
Lincoln Electric
Shares of Lincoln Electric Holdings Inc. (LECO, Financial) were trading around $81.05 on Monday.
The manufacturer of welding and brazing products has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have increased 17.20% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 8.31%. The return on equity of 34.58% and return on assets of 11.76% are outperforming 93% of companies in the industrial products industry.
With 1.44% of outstanding shares, Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 1.15% and Mario Gabelli (Trades, Portfolio) with 0.18%.
Hub Group
On Monday, Hub Group Inc. (HUBG, Financial) was trading around $46.03 per share.
With a market cap of $1.5 billion, the provider of rail services has a GuruFocus profitability rating of 7 out of 10. Its earnings per share have climbed 23.50% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 2.46%. The return on equity of 9.19% and return on assets of 4.90% are outperforming 65% of companies in the transportation industry.
Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 6.86% of outstanding shares, followed by Fisher with 3.26% and Mairs and Power with 0.48%.
Martin Marietta
Shares of Martin Marietta Materials Inc. (MLM, Financial) were trading around $202.79 per share on Monday.
With a market cap of $12.6 billion, the producer of construction aggregates has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 13.7% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 16.25%. The return on equity of 11.42% and return on assets of 5.82% are outperforming 68% of companies in the building materials industry.
With 2.65% of outstanding shares, Tom Russo (Trades, Portfolio) is the company's largest guru shareholder, followed by First Eagle Investment (Trades, Portfolio) with 0.28% and Wallace Weitz (Trades, Portfolio) with 0.09%
Lithia Motors
Lithia Motors Inc. (LAD, Financial) was trading around $143.22 per share on Monday.
The trader of new and used vehicles has a market cap of $7.5 billion and 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 69% of companies in the vehicles and parts industry.
With 9.78% of outstanding shares, David Abrams (Trades, Portfolio) is the company's largest guru shareholder, followed by Royce with 0.28%.
SEI Investments
On Monday, SEI Investments Co. (SEIC, Financial) was trading around $52.90 per share.
With a market cap of $7.8 billion, the provider of investment processing services has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 16.9% over the last three years.
Analysts project a three-year to five-year earnings growth rate of 8.78%. The return on equity of 29.40% and return on assets of 24.45% are outperforming 94% of companies in the asset management industry.
With 0.61% of outstanding shares, Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder, followed by Royce with 0.30% and Tom Gayner (Trades, Portfolio) with 0.26%.
Disclosure: I do not own any stocks mentioned.
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