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Tiziano Frateschi
Tiziano Frateschi
Articles (2604)  | Author's Website |

5 Retailers That Recently Beat the S&P 500

Big Lots makes the list

September 11, 2020 | About:

According to the GuruFocus All-in-One Screener, a Premium feature, the stocks of the following guru-owned retailers have outperformed the S&P 500 Index over the past 12 months through Sept. 11.

Big Lots

Big Lots Inc. (BIG) has a market cap of $1.83 billion. It has outperformed the S&P 500 by 83.85% over the past year.

Shares are trading with a price-earnings ratio of 2.56. As of Friday, the share price was 360.22% above the 52-week low and 18.55% below the 52-week high.

The company has a GuruFocus profitability rating of 8 out of 10. The return on assets of 20.87% and return on equity of 80.87% are outperforming 99% of companies in the retail, defensive Industry. Its financial strength is rated 6 out of 10 with the cash-debt ratio of 0.52.

The company's largest guru shareholder is Jim Simons (Trades, Portfolio)' Renaissance Technologies with 1.13% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.56% and Lee Ainslie (Trades, Portfolio)'s Maverick Capital with 0.21%.

BJ's

With a market cap of $5.79 billion, BJ's Wholesale Club Holdings Inc. (BJ) has outperformed the S&P 500 by 37.46% over the past 12 months.

Shares are trading with a price-earnings ratio of 19.51. As of Friday, the price was 122.61% above the 52-week low and 11.63% below the 52-week high.

The warehouse club and gas station operator has a GuruFocus profitability rating of 4 out of 10. The return on assets of 5.64% is underperforming 77% of companies in the retail, defensive industry. Its financial strength is rated 4 out of 10 with the cash-debt ratio of 0.05.

The company's largest guru shareholder is Simons with 0.85% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.44% and Joel Greenblatt (Trades, Portfolio)'s Gotham Asset Management with 0.01%.

Dollar General

Dollar General Corp. (DG) has a market cap of $49.17 billion. It has outperformed the S&P 500 by 9.67% over the past year.

Shares are trading with a price-earnings ratio of 49.17. As of Friday, the price was 57.96% above the 52-week low and 4.60% below the 52-week high.

The U.S. discount retailer has a profitability rating of 9 out of 10. The return on equity of 33.74% and return on assets of 9.92% are outperforming 92% of companies in the retail, defensive industry. Its financial strength is rated 6 out of 10 with the cash-debt ratio of 0.22.

The company's largest guru shareholder is Barrow, Hanley, Mewhinney & Strauss with 0.46% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.36% and Steven Cohen (Trades, Portfolio)'s Point72 Asset Management with 0.15%.

The Kroger Co.

With a market cap of $327.37 billion, The Kroger Co. (KR) has outperformed the S&P 500 by 28.28% over the past 12 months.

Shares are trading with a price-earnings ratio of 13.48. As of Friday, the price was 48.38% above the 52-week low and 5.48% below the 52-week high.

The company had a GuruFocus profitability rating of 8 out of 10. The return on equity of 23.34% and return on assets of 4.64% are outperforming 70% of companies in the retail, defensive industry. Its financial strength is rated 5 out of 10 with a cash-debt ratio of 0.13.

Renaissance Technologies is the company's largest guru shareholder with 3.37% of outstanding shares, followed by Warren Buffett (Trades, Portfolio)'s Berkshire Hathaway with 2.82% and Pioneer Investments (Trades, Portfolio) with 0.21%.

Ollie's Bargain Outlet

Ollie's Bargain Outlet Holdings Inc. (OLLI) has a market cap of $5.98 billion. It has outperformed the S&P 500 by 32.07% over the past 12 months.

Shares are trading with a price-earnings ratio of 28.69. As of Friday, the price was 217.48% above the 52-week low and 18.70% below the 52-week high.

The company has a profitability rating of 7 out of 10. The return on equity of 19.47% and return on assets of 12.88% are outperforming 85% of companies in the retail, defensive industry. Its financial strength is rated 5 out of 10 with the cash-debt ratio of 0.81.

The company's largest guru shareholder is Ron Baron (Trades, Portfolio) with 1.46% of outstanding shares, followed by Chuck Akre (Trades, Portfolio) with 0.76% and Louis Moore Bacon (Trades, Portfolio) with 0.12%.

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

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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