The following cyclical companies have grown their earnings per share over a five-year period. According to the GuruFocus discounted cash flow calculator as of Sept. 10, all of them also trade with a margin of safety.
UnitedHealth Group
UnitedHealth Group Inc.'s (UNH) earnings per share have grown 22.60% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 11.95% margin of safety at $312 per share. The price-earnings ratio 17.55. The share price has been as high as $324.57 and as low as $187.72 in the last 52 weeks; it is currently 3.87% below its 52-week high and 66.20% above its 52-week low.
The U.S health insurance provider has a market cap of $296.50 billion and an enterprise value of $319.86 billion.
The company's largest guru shareholder is Vanguard Health Care Fund (Trades, Portfolio) with 0.96% of outstanding shares, followed by Dodge & Cox and Steve Mandel (Trades, Portfolio) with 0.32%.
Intel
The earnings per share of Intel Corp. (INTC) have grown 16.90% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 42.92% margin of safety at $50.08 per share. The price-earnings ratio is 9.22. The share price has been as high as $69.29 and as low as $43.63 in the last 52 weeks; it is currently 27.72% below its 52-week high and 14.78% above its 52-week low.
The chipmaker has a market cap of $212.99 billion and an enterprise value of $225.52 billion.
The company's largest guru shareholder is Ken Fisher (Trades, Portfolio) with 0.67% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.58% and Chris Davis (Trades, Portfolio) with 0.20%.
Comcast
Comcast Corp.'s (CMCSA) earnings per share have grown 15.90% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 35.64% margin of safety at $44.43 per share. The price-earnings ratio is $17.84. The share price has been as high as $47.74 and as low as $31.71 in the last 52 weeks; it is currently 6.93% below its 52-week high and 40.11% above its 52-week low.
The company has a market cap of $202.96 billion and an enterprise value of $295.01 billion.
The company's largest guru shareholder is Dodge & Cox with 1.83% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.71% and Andreas Halvorsen (Trades, Portfolio)'s Viking Global Investors with 0.62%.
Anthem
The earnings per share of Anthem Inc. (ANTM) have grown 16.40% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 6.83% margin of safety at $276.22 per share. The price-earnings ratio of 12 is outperforming 83% of competitors. The share price has been as high as $309.1 and as low as $171.03 in the last 52 weeks; it is currently 10.64% below its 52-week high and 61.54% above its 52-week low.
The private health insurance organization has a market cap of $69.47 billion and an enterprise value of $84.92 billion.
The company's largest guru shareholder is Vanguard Health Care Fund (Trades, Portfolio) with 1.86% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.86% and HOTCHKIS & WILEY with 0.66%.
NetEase
NetEase Inc.'s (NTES) earnings per share have grown 15.80% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 34.31% margin of safety at $485.25 per share. The price-earnings ratio is 18.21. The share price has been as high as $517.65 and as low as $252.94 in the last 52 weeks; it is currently 6.26% below its 52-week high and 91.84% above its 52-week low.
The Chinese online services provider has a market cap of $66.52 billion and an enterprise value of $57.69 billion.
With 0.91% of outstanding shares, Jim Simons (Trades, Portfolio)' Renaissance Technologies is the company's largest guru shareholder, followed by Fisher with 0.32%, Pioneer Investments (Trades, Portfolio) with 0.27% and Jeremy Grantham (Trades, Portfolio) with 0.21%.
Disclosure: I do not own any stocks mentioned.
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