5 Tech Companies Beating the S&P 500

NVIDIA makes the list

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Sep 18, 2020
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According to the GuruFocus All-in-One Screener, a Premium feature, the stocks of the following guru-owned tech companies have outperformed the S&P 500 Index over the past 12 months through Sept. 18.

NVIDIA

NVIDIA Corp. (NVDA) has a market cap of $320.99 billion. It has outperformed the S&P 500 by 172.66% over the past year.

Shares are trading with a price-earnings ratio 95.52. As of Friday, the share price was 206% above the 52-week low and 11% below the 52-week high.

The company, which designs graphics processing units, has a GuruFocus profitability rating of 10 out of 10. The return on assets of 17.59% and return on equity of 27.89% are outperforming 94% of companies in the semiconductors industry. Its financial strength is rated 7 out of 10 with the cash-debt ratio of 1.43.

The company's largest guru shareholder is Spiros Segalas (Trades, Portfolio) with 0.60% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.44% and Pioneer Investments (Trades, Portfolio) with 0.29%.

Salesforce.com

With a market cap of $229.03 billion, Salesforce.com Inc. (CRM) has outperformed the S&P 500 by 51.22% over the past 12 months.

Shares are trading with a price-earnings ratio of 98.31. As of Friday, the price was 118.30% above the 52-week low and 11.54% below the 52-week high.

The company, which is a provider of enterprise cloud computing solutions, has a GuruFocus profitability rating of 5 out of 10. The return on assets of 4.74% is outperforming 63% of companies in the software industry. Its financial strength is rated 7 out of 10 with the cash-debt ratio of 1.59.

The company's largest guru shareholder is Ken Fisher (Trades, Portfolio) with 1.28% of outstanding shares, followed by Segalas with 0.80% and Pioneer Investments (Trades, Portfolio) with 0.44%.

SAP

SAP SE (SAP) has a market cap of $191.78 billion. It has outperformed the S&P 500 by 23.22% over the past year.

Shares are trading with a price-earnings ratio of 35.41. As of Friday, the price was 76.75% above the 52-week low and 5.10% below the 52-week high.

The software vendor provider has a profitability rating of 9 out of 10. The return on equity of 15.34% and return on assets of 7.54% are outperforming 75% of companies in the software industry. Its financial strength is rated 6 out of 10 with the cash-debt ratio of 0.41.

The company's largest guru shareholder is Fisher with 0.67% of outstanding shares, followed by Paul Singer (Trades, Portfolio) with 0.06% and Sarah Ketterer (Trades, Portfolio)'s Causeway Capital with 0.01%.

ASML

With a market cap of $154.91 billion, ASML Holding NV (ASML) has outperformed the S&P 500 by 36.46% over the past 12 months.

Shares are trading with a price-earnings ratio of 45.28. As of Friday, the price was 93.59% above the 52-week low and 8.10% below the 52-week high.

The company, which manufactures photolithography systems, had a GuruFocus profitability rating of 9 out of 10. The return on equity of 23.62% and return on assets of 12.89% are outperforming 88% of companies in the semiconductors industry. financial strength is rated 7 out of 10 with a cash-debt ratio of 0.96.

Fisher is the company's largest guru shareholder with 0.85% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.65% and PRIMECAP Management (Trades, Portfolio) with 0.30%.

Accenture

Accenture PLC (ACN) has a market cap of $153.03 billion. It has outperformed the S&P 500 by 11.76% over the past 12 months.

Shares are trading with a price-earnings ratio of 31.44. As of Friday, the price was 75.14% above the 52-week low and 3.07% below the 52-week high.

The IT services firm has a profitability rating of 9 out of 10. The return on equity of 33.09% and return on assets of 15.5% are outperforming 92% of companies in the software industry. Its financial strength is rated 8 out of 10 with a cash-debt ratio of 1.84.

The company's largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 0.43% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.26%, MS Global Franchise Fund (Trades, Portfolio) with 0.10% and Tom Gayner (Trades, Portfolio) with 0.03%.

Disclosure: I do not own any stocks mentioned.

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