5 Banks Outperforming the Market

Auburn National tops the list

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Jul 01, 2020
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According to the GuruFocus All-in-One Screener, a Premium feature, the stocks of the following guru-owned banks have outperformed the S&P 500 Index over the past 12 months through July 1.

Auburn

Auburn National Bancorp Inc. (AUBN, Financial) has a market cap of $203.59 million. It has outperformed the S&P 500 by 69.13% over the past year.

Shares are trading with a price-earnings ratio of 22.75. As of Wednesday, the share price was 153.62% above the 52-week low and 12.91% below the 52-week high.

The company, which provides banking services to commercial and retail customers, has a GuruFocus profitability rating of 4 out of 10. The return on equity of 9.3% and return on assets of 1.08% are outperforming 58% of companies in the banking industry. Its financial strength is rated 5 out of 10.

The company’s largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.18% of outstanding shares.

Broadway Financial

With a market cap of $58.04 million, Broadway Financial Corp. (BYFC, Financial) has outperformed the S&P 500 by 44.29% over the past 12 months.

Shares are trading with a price-book ratio of 1.14. As of Wednesday, the price was 86.54% above the 52-week low and 73.17% below the 52-week high.

The bank holding company has a GuruFocus profitability rating of 2 out of 10. The return equity of -1.05% and return on assets of -0.12% are underperforming 93% of companies in the banking industry. Its financial strength is rated 2 out of 10. The cash-debt ratio of 0.43 is below the industry median of 1.14.

Carver Bancorp

Carver Bancorp Inc. (CARV, Financial) has a market cap of $22.97 billion. It has outperformed the S&P 500 by 102.70% over the past year.

Shares are trading with a price-book ratio of 4.93. As of Wednesday, the price was 459.20% above the 52-week low and 69.57% below the 52-week high.

The company, which provides a wide range of financial solutions, has a profitability rating of 1 out of 10. The return on equity of -10.4% and return on assets of -0.90% are underperforming 97% of companies in the banking industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.85 is below the industry median of 1.14.

Citizens Holding

With a market cap of $139.75 million, Citizens Holding Co. (CIZN, Financial) has outperformed the S&P 500 by 21.54% over the past 12 months.

Shares are trading with a price-book ratio of 22.52. As of Wednesday, the price was 56.05% above the 52-week low and 10.52% below the 52-week high.

The company, which engages in various commercial and personal banking activities, has a GuruFocus profitability rating of 3 out of 10. The return on equity of 5.64% and return on assets of 0.53% are underperforming 71% of companies in the banking industry. Its financial strength is rated 5 out of 10 with no debt.

Renaissance Technologies is the company's largest guru shareholder with 0.40% of outstanding shares

Mr. Cooper

Mr. Cooper Group Inc. (COOP, Financial) has a market cap of $1.14 billion. It has outperformed the S&P 500 by 51.01% over the past 12 months.

Shares are trading with a price-earnings ratio of 4.07. As of Wednesday, the price was 184.69% above the 52-week low and 16.42% below the 52-week high.

The company, which provides mortgage financing services, has a profitability rating of 4 out of 10. The return on equity of 15.21% and return on assets of 1.61% are outperforming 86% of companies in the banking industry. Its financial strength is rated 2 out of 10. The cash-debt ratio of 0.05 is below the industry median of 1.14.

The company’s largest guru shareholder is Diamond Hill Capital (Trades, Portfolio) with 7.17% of outstanding shares, followed by Leon Cooperman (Trades, Portfolio)’s Omega Advisors with 4.33%, Howard Marks (Trades, Portfolio)’ Oaktree Capital Management with 2.10%, Joel Greenblatt (Trades, Portfolio) with 0.02% and Chuck Royce (Trades, Portfolio) with 0.01%.

Disclosure: I do not own any of the stocks mentioned.

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