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Tiziano Frateschi
Tiziano Frateschi
Articles (2657)  | Author's Website |

5 Industrial Companies Outperforming the Benchmark

Pentair makes the list

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.

A.O. Smith

A.O. Smith Corp. (AOS) has a market cap of $8.64 billion. It has outperformed the S&P 500 by 5.58% over the past year.

Shares are trading with a price-earnings ratio 29.95. As of Monday, the share price was 58.33% above the 52-week low and 1.71% below the 52-week high.

The company, which manufactures residential and commercial gas, gas tankless and electric water heaters, has a GuruFocus profitability rating of 8 out of 10. The return on assets of 17.91% and return on equity of 9.76% are outperforming 91% of companies in the Industrial products industry. Its financial strength is rated 8 out of 10 with the cash-debt ratio of 1.79.

The company's largest guru shareholder is Al Gore (Trades, Portfolio) with 2.60% of outstanding shares, followed by ValueAct Holdings LP (Trades, Portfolio) with 1.30% and Pioneer Investments (Trades, Portfolio) with 0.07%.

Trex

With a market cap of $8.53 billion, Trex Co. Inc. (TREX) has outperformed the S&P 500 by 55.43% over the past 12 months.

Shares are trading with a price-earnings ratio of 51.38. As of Monday, the price was 162.29% above the 52-week low and 5.86% below the 52-week high.

The company, which manufactures wooden alternative-decking products, has a GuruFocus profitability rating of 9 out of 10. The return on equity of 37.71% and return on assets of 27.84% are outperforming 98% of companies in the construction industry. Its financial strength is rated 6 out of 10 with the cash-debt ratio of 0.32.

The company's largest guru shareholder is Ron Baron (Trades, Portfolio) with 4.07% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.24% and Steven Cohen (Trades, Portfolio)'s Point72 Asset Management with 0.02%.

XPO

XPO Logistics Inc. (XPO) has a market cap of $7.88 billion. It has outperformed the S&P 500 by 9.94% over the past year.

Shares are trading with a price-earnings ratio of 105.20. As of Monday, the price was 124.23% above the 52-week low and 13.89% below the 52-week high.

The transportation and logistics company has a profitability rating of 5 out of 10. The return on equity of 4% is outperforming 60% of companies in the transportation industry. Its financial strength is rated 4 out of 10 with the cash-debt ratio of 0.24.

The company's largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 0.13% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio)'s Gotham Asset Management with 0.03% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.

Quanta

With a market cap of $7.67 billion, Quanta Services Inc. (PWR) has outperformed the S&P 500 by 37.20% over the past 12 months.

Shares are trading with a price-earnings ratio of 22.08. As of Monday, the price was 132.23% above the 52-week low and 1.13% below the 52-week high.

The company, which offers pecialty contracting services, had a GuruFocus profitability rating of 8 out of 10. The return on equity of 9.44% and return on assets of 4.42% are outperforming 66% of companies in the construction industry. Its financial strength is rated 6 out of 10 with a cash-debt ratio of 0.32.

Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder with 2.84% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 0.39% and Greenblatt with 0.23%.

Pentair

Pentair PLC (PNR) has a market cap of $7.62 billion. It has outperformed the S&P 500 by 15.74% over the past 12 months.

Shares are trading with a price-earnings ratio of 23.07. As of Monday, the price was 108.59% above the 52-week low and 3.20% below the 52-week high.

The company, which operates in the water treatment industry, has a profitability rating of 5 out of 10. The return on equity of 17.68% and return on assets of 8% are outperforming 85% of companies in the industrial products industry. Its financial strength is rated 5 out of 10 with a cash-debt ratio of 0.08.

The company's largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 1.20% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.48% and Mairs and Power (Trades, Portfolio) with 0.32%.

Disclosure: I do not own any 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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