According to the GuruFocus All-in-One Screener, a Premium feature, as of Sept. 8, the following guru-held companies have positive future earnings estimates from Morningstar analysts.
CVS
Shares of CVS Health Corp. (CVS) were trading around $60.20 on Tuesday.
The drug store chain owner has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have increased 1.10% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 7.92%. While the return on equity of 12.87% is outperforming the sector, return on assets of 3.66% is underperforming 57% of companies in the healthcare plans industry.
With 1.22% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Barrow, Hanley, Mewhinney & Strauss with 0.74% and PRIMECAP Management (Trades, Portfolio) with 0.39%.
Anthem
On Tuesday, Anthem Inc. (ANTM) was trading around $277 per share.
With a market cap of $69.67 billion, the health insurance organization has a GuruFocus profitability rating of 7 out of 10. Its earnings per share have climbed 26.10% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 10.49%. The return on equity of 18.49% and return on assets of 7.37% are outperforming 57% of companies in the healthcare plans industry.
Vanguard Health Care Fund (Trades, Portfolio) is the company's largest guru shareholder with 1.86% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.86%.
Dollar General
Shares of Dollar General Corp. (DG) were trading around $196.80 per share on Tuesday.
With a market cap of $49.01 billion, the company has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have risen 14.40% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 11.77%. The return on equity of 33.74% and return on assets of 9.92% are outperforming 92% of companies in the retail, defensive industry.
With 0.46% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.36%.
HCA
HCA Healthcare Inc. (HCA) was trading around $136.60 per share on Tuesday.
The healthcare provider has a market cap of $46.18 billion and a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 11.30% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 10.11%. The return on assets of 7.31% is outperforming 82% of companies in the healthcare providers and services industry.
With 2.11% of outstanding shares, Vanguard Health Care Fund (Trades, Portfolio) is the company's largest guru shareholder, followed by First Eagle Investment (Trades, Portfolio) with 0.70% and Larry Robbins (Trades, Portfolio)' Glenview Capital with 0.64%.
O'Reilly
On Tuesday, O'Reilly Automotive Inc. (ORLY) was trading around $471.95 per share.
With a market cap of $34.95 billion, the company, which provides aftermarket automotive parts, tools and accessories, has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have climbed 18.60% over the last three years.
Analysts project a three-year to five-year earnings growth rate of 13.24%. The return on equity of 550.54% and return on assets of 14.3% are outperforming 95% of companies in the retail, cyclical industry.
With 2.49% of outstanding shares, Chuck Akre (Trades, Portfolio) is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 1.28% and Diamond Hill Capital (Trades, Portfolio) with 0.44%.
Disclosure: I do not own any stocks mentioned.
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