According to the GuruFocus All-in-One Screener, a Premium feature, as of Dec. 11, the following guru-held companies have positive future earnings estimates from Morningstar analysts.
Alliance Data Systems
Shares of Alliance Data Systems Corp. (ADS, Financial) were trading around $75.95 on Friday.
The payment solutions company has a GuruFocus profitability rating of 7 out of 10. Its earnings per share have climbed 15.30% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 32.80%. While the return on equity of 22.42% is outperforming the sector, the return on assets of 1.23% is underperforming 54% of companies in the credit services industry.
With 1.25% of outstanding shares, Steven Cohen (Trades, Portfolio)'s Point72 Asset Management is the company's largest guru shareholder, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.67% and Ronald Muhlenkamp (Trades, Portfolio) with 0.26%.
Synnex
On Friday, Synnex Corp. (SNX, Financial) was trading around $78.45 per share.
With a market cap of $4.04 billion, the company provides wholesale IT integration, distribution and outsourcing services. It has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 18.30% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 10%. The ROE of 12.64% and ROA of 4.03% are outperforming 60% of companies in the software industry.
With 1.55% of outstanding shares, Sarah Ketterer (Trades, Portfolio)'s Causeway Capital is the company's largest guru shareholder, followed by David Einhorn (Trades, Portfolio) with 0.53% and Chuck Royce (Trades, Portfolio) with 0.12%.
Insight Enterprises
Shares of Insight Enterprises Inc. (NSIT, Financial) were trading around $73.21 per share on Friday.
With a market cap of $2.57 billion, the IT provider has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have risen 24.10% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 10%. The ROE of 13.78% and ROA of -3.93% are outperforming 60% of companies in the software industry.
With 1.29% of outstanding shares, Royce is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio) with 1.18% and Hotchkis & Wiley with 0.26%.
Urban Outfitters
Urban Outfitters Inc. (URBN, Financial) was trading around $27.25 per share on Friday.
The apparel and home goods retailer has a market cap of $2.66 billion and a GuruFocus profitability rating of 8 out of 10. Its earnings per share have declined 3.50% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 5.21%. The ROE of -0.56% and ROA of -0.23% are underperforming 58% of companies in the cyclical retail industry.
With 2.29% of outstanding shares, Philippe Laffont (Trades, Portfolio) is the company's largest guru shareholder, followed by Richard Snow (Trades, Portfolio) with 0.38%.
Nexstar
On Friday, Nexstar Media Group Inc. (NXST, Financial) was trading around $109.62 per share.
With a market cap of $4.83 billion, the telecommunications company has a GuruFocus profitability rating of 8 out of 10. Its earnings per share have climbed 18.40% over the last three years.
Analysts project a three-year to five-year earnings growth rate of 5.64%. The return on equity of 26.77% and return on assets of 4.09% are outperforming 76% of companies in the diversified media industry.
With 4.73% of outstanding shares, Seth Klarman (Trades, Portfolio) is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.33% and Mario Gabelli (Trades, Portfolio) with 0.21%.
Disclosure: I do not own any stocks mentioned.
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