As of Oct. 9, the GuruFocus All-in-One Screener, a Premium feature, found that the following defensive companies have low price-earnings ratios and are owned by gurus. While some of them are great value investments, others may need to be researched more carefully, according to the discounted cash flow calculator.
Archer-Daniels
Archer-Daniels Midland Co.'s (ADM, Financial) dividend yield is 2.92% and the payout ratio is 0.45. Over the past 52 weeks, the stock has climbed 30.92%. Shares are trading with a price-earnings ratio of 15.47 and a price-book ratio of 1.40. The company's average yield was 2.68% over the past 10 years.
The stock has gained 30.94% over the last 12 months and is now 0.02% below the 52-week high and 68.50% above the 52-week low.
The company, which process oilseeds, corn, wheat and other agricultural commodities, has a GuruFocus profitability rating of 6 out of 10. The return on equity of 9.29% and return on assets of 4% are outperforming 61% of companies in the consumer packaged goods industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.13 is below the industry median of 0.46.
Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 0.99% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.41% and Tom Gayner (Trades, Portfolio) with 0.27%.
Big Lots
Big Lots Inc.'s (BIG, Financial) yield is 2.37% with a payout ratio of 0.07. The stock has climbed 154.35% compared to a year ago. Shares are trading with a price-earnings ratio of 2.79 and a price-book ratio of 1.50. The company's average yield was 1.85% over the past 10 years.
The share price has climbed 154.35% over the past 12 months and is now 11.27% below the 52-week high and 400.79% above the 52-week low.
The company, which operates discount retail stores, has a GuruFocus profitability rating of 8 out of 10. The return on assets of 20.87% is outperforming 99% of companies in the defensive retail industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.52 is above the industry median of 0.37.
With 1.13% of outstanding shares, Jim Simons (Trades, Portfolio)' Renaissance Technologies is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio) with 0.56% and Lee Ainslie (Trades, Portfolio) with 0.21%.
Ingles Markets
Ingles Markets Inc.'s (IMKTA, Financial) dividend yields 1.74% with a payout ratio of 0.09. Over the past 52 weeks, the stock has declined 0.40%. Shares are trading with a price-earnings ratio of 5.47.
Shares have declined 0.40% over the last 12 months and are now 22.53% below the 52-week high and 18.19% above the 52-week low.
The company, which operates a supermarket chain, has a GuruFocus profitability rank of 6 out of 10. The company's return on equity of 120.48% and return on assets of 7.39% are outperforming 84% of competitors in the defensive retail industry. Its financial strength is rated 6 out of 10 with a cash-debt ratio of 0.18 that is far below the industry median of 0.37.
Mario Gabelli (Trades, Portfolio) is the company's largest guru shareholder with 5.04% of outstanding shares, followed by Simons' firm with 0.98% and Grantham with 0.49%.
Brasilagro
The dividend yield of Brasilagro - Cia Bras de Prop Agricolas (LND, Financial) is 5.49% with a payout ratio of 0.44. Over the past 52 weeks, the stock has increased 0.99% and shares are trading with a price-earnings ratio of 11.45. The company's average yield was 4.18% over the past 10 years.
Shares have climbed 188.30% over the last 12 months and are now trading 18.88% below the 52-week high and 61.60% above the 52-week low.
The company has a GuruFocus profitability rating of 5 out of 10. The return on assets of 7.18% is outperforming 78% of companies in the consumer packaged goods industry. Its financial strength is rated 5 out of 10 with a cash-debt ratio of 0.55 that is slightly below the industry median of 0.51.
JM Smucker
JM Smucker Co.'s (SJM, Financial) dividend yield is 2.92% and the payout ratio is 0.45. Over the past 52 weeks, the stock has increased 30.94%. Shares are trading with a price-earnings ratio of 15.51. The company's average yield was 2.68% over the past 10 years.
Shares have risen 30.94% over the past 12 months and are currently trading 0.02% below the 52-week high and 63.81% above the 52-week low.
The packaged foods company has a GuruFocus profitability rating of 8 out of 10. The return on equity of 10.5% is outperforming 68% of competitors in the consumer packaged goods industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.07 is below the industry median of 0.46.
The company's largest guru shareholder is Renaissance Technologies with 1.22% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 0.94% and Pioneer Investments with 0.28%.
Disclosure: I do not own any stocks mentioned.
Read more here:
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