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. 23, all of them also trade with a margin of safety.
AutoZone
AutoZone Inc.'s (AZO, Financial) earnings per share have grown 13.60% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 17.82% margin of safety at $1,166 per share. The price-earnings ratio 18.81. The share price has been as high as $1,274 and as low as $684 in the last year; it is currently 8.45% below its 52-week high and 70.35% above its 52-week low.
The provider of aftermarket automotive parts has a market cap of $27.25 billion and an enterprise value of $34.88 billion.
The company's largest guru shareholder is Tweedy Browne (Trades, Portfolio) with 0.42% of outstanding shares, followed by Steven Cohen (Trades, Portfolio)'s Point72 Asset Management with 0.41% and Louis Moore Bacon (Trades, Portfolio) with 0.22%.
G-III Apparel
The earnings per share of G-III Apparel Group Ltd. (GII, Financial) have grown 3.80% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 16.09% margin of safety at $14.60 per share. The price-earnings ratio is 10.74. The share price has been as high as $34.42 and as low as $2.96 in the last year; it is currently 57.78% below its 52-week high and 393.24% above its 52-week low.
The textile company has a market cap of $706 million and an enterprise value of $109 billion.
The company's largest guru shareholder is Francisco Garcia Parames with 0.91% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.53% and Hotchkis & Wiley with 0.49%.
O'Reilly
O'Reilly Automotive Inc.'s (ORLY, Financial) earnings per share have grown 19.70% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 21.58% margin of safety at $455.40 per share. The price-earnings ratio is $22.32. The share price has been as high as $487.95 and as low as $251.52 in the last year; it is currently 6.67% below its 52-week high and 81.06% above its 52-week low.
The company, which provides aftermarket automotive parts, tools and accessories, has a market cap of $33.73 billion and an enterprise value of $38.95 billion.
The company's largest guru shareholder is Chuck Akre (Trades, Portfolio) with 2.49% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 1.28% and Diamond Hill Capital (Trades, Portfolio) with 0.44%.
Sally Beauty
The earnings per share of Sally Beauty Holdings Inc. (SBH, Financial) have grown 9.10% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 35.82% margin of safety at $10.07 per share. The price-earnings ratio of 10.71 is outperforming 81% of competitors. The share price has been as high as $21.98 and as low as $6.28 in the last year; it is currently 54.19% below its 52-week high and 60.35% above its 52-week low.
The beauty products retailer has a market cap of $1.14 billion and an enterprise value of $3.07 billion.
The company's largest guru shareholder is Mario Gabelli (Trades, Portfolio)'s GAMCO Investors with 0.55% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.38% and Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.30%.
Winmark
Winmark Corp.'s (WINA, Financial) 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 22% margin of safety at $155.26 per share. The price-earnings ratio is 20.65. The share price has been as high as $215 and as low as $115 in the last year; it is currently 27.79% below its 52-week high and 35.01% above its 52-week low.
The company has a market cap of $579.27 million and an enterprise value of $598.82 million.
With a 5.72% of stake, Renaissance Technologies is the company's largest guru shareholder.
Disclosure: I do not own any stocks mentioned.
Read more here:
- 5 Guru Stocks Boosting Book Value
- 5 Predictable Stocks With a Margin of Safety
- 5 Guru Stocks Trading With Low Price-Earnings Ratios
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