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 Oct. 5, all of them also trade with a margin of safety.
Noah Holdings
Noah Holdings Ltd.'s (NOAH) earnings per share have grown 9.40% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 50.85% margin of safety at $26.78 per share. The price-earnings ratio 13.99. The share price has been as high as $40.18 and as low as $20.42 in the last year; it is currently 33.35% below its 52-week high and 31.15% above its 52-week low.
The company, which provides wealth management services, has a market cap of $1.65 billion and an enterprise value of $1.10 billion.
The company's largest guru shareholder is Chris Davis (Trades, Portfolio) with 1.56% of outstanding shares, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.09% and Ray Dalio (Trades, Portfolio)'s Bridgewater with 0.07%.
Usana Health Sciences
The earnings per share of Usana Health Sciences Inc. (USNA) have grown 8.60% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 25.10% margin of safety at $74.89 per share. The price-earnings ratio is 14.83. The share price has been as high as $92.26 and as low as $43.01 in the last year; it is currently 18.83% below its 52-week high and 74.12% above its 52-week low.
The company, which develops and sells science-based nutritional and personal-care products, has a market cap of $1.57 billion and an enterprise value of $1.35 billion.
The company's largest guru shareholder is Simons with 8.41% of outstanding shares, followed by HOTCHKIS & WILEY with 0.27% and Paul Tudor Jones (Trades, Portfolio) with 0.09%.
Gray Television
Gray Television Inc.'s (GTN.A) earnings per share have grown 25.30% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 30.63% margin of safety at $12.25 per share. The price-earnings ratio is $7.42. The share price has been as high as $21.85 and as low as $8.55 in the last year; it is currently 43.94% below its 52-week high and 43.27% above its 52-week low.
The television broadcasting company has a market cap of $1.31 billion and an enterprise value of $5.34 billion.
The company's largest guru shareholder is Mario Gabelli (Trades, Portfolio)'s GAMCO Investors with 0.06% of outstanding shares, followed by Renaissance Technologies with 0.02%.
AMC
The earnings per share of AMC Networks Inc. (AMCX) have grown 15.10% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 75.08% margin of safety at $24.26 per share. The price-earnings ratio of 7.09 is outperforming 86% of competitors. The share price has been as high as $52.46 and as low as $19.62 in the last year; it is currently 53.76% below its 52-week high and 6023.65% above its 52-week low.
The company, which owns several cable networks, has a market cap of $1.26 billion and an enterprise value of $3.53 billion.
The company's largest guru shareholder is GAMCO Investors with 1.63% of outstanding shares, followed by Leon Cooperman (Trades, Portfolio)'s OMEGA Advisors with 1.22% and John Hussman (Trades, Portfolio) with 0.12%.
Steelcase
Steelcase Inc.'s (SCA) earnings per share have grown 9.80% per annum over the past five years.
According to the DCF calculator, the stock is undervalued with a 13.24% margin of safety at $10.68 per share. The price-earnings ratio is 9.29. The share price has been as high as $23.02 and as low as $7.02 in the last year; it is currently 53.61% below its 52-week high and 52.14% above its 52-week low.
The furniture company has a market cap of $1.23 billion and an enterprise value of $1.43 billion.
With a 1.34% of stake, Renaissance Technologies is the company's largest guru shareholder, followed by Richard Pzena (Trades, Portfolio) with 1.30%.
Disclosure: I do not own any stocks mentioned.
Read more here:
- 5 Undervalued Companies With Profitable Business
- Insiders Roundup: Pinterest, SandRidge
- 5 Cyclical Companies Boosting Book Value
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here.
