According to the GuruFocus discounted cash flow calculator as of June 16, the following companies have a high margin of safety and have grown their margins over a 10-year period.
The Toro
The Toro Co.'s (TTC) net margin and operating margin have grown by 8.58% and 12.31% per annum, respectively, over the past 10 years.
According to the DCF calculator, the stock is undervalued with a 7.26% margin of safety at $105.59 per share. The price-earnings ratio is 27.71. The share price has been as high as $118.13 and as low as $63.07 in the last 52 weeks; it is currently 10.62% below its 52-week high and 67.42% above its 52-week low.
The company, which provides turf maintenance and landscaping equipment, has a market cap of $11.30 billion and an enterprise value of $11.58 billion.
The company's largest guru shareholder is Mairs and Power (Trades, Portfolio) with 2.53% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.99% and Pioneer Investments (Trades, Portfolio) with 0.42%.
Jazz Pharmaceuticals
The net margin of Jazz Pharmaceuticals PLC (JAZZ) has grown 24.83% per annum over the past decade. The operating margin has grown 34.27% per annum over the same period.
According to the DCF calculator, the stock is undervalued with a 44.26% margin of safety at $186.17 per share. The price-earnings ratio is 20.41 The share price has been as high as $187.17 and as low as $101.81 in the last 52 weeks; it is currently 0.73% below its 52-week high and 82.86% above its 52-week low.
The Ireland-domiciled biopharmaceutical firm has a market cap of $11.30 billion and an enterprise value of $11.12 billion.
With 4.39% of outstanding shares, Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio) with 0.19%, Pioneer Investments (Trades, Portfolio) with 0.16% and Ronald Muhlenkamp (Trades, Portfolio) with 0.09%.
Amerco
Amerco Inc. (UHAL) has grown its net margin and operating margin by 11.62% and 27.31%, respectively, per year over the past decade.
According to the DCF calculator, the stock is undervalued with a 25.39% margin of safety at $554.59 per share. The price-earnings ratio is 17.81. The share price has been as high as $657.86 and as low as $280 in the last 52 weeks; it is currently 15.70% below its 52-week high and 98.06% above its 52-week low.
The U.S. company, which provides rental trucks to household movers, has a market cap of $10.87 billion and an enterprise value of $14.44 billion.
The company's largest guru shareholder is David Abrams (Trades, Portfolio) with 2.86%% of outstanding shares, followed by Yacktman Asset Management (Trades, Portfolio) with 1.30% and Barrow, Hanley, Mewhinney & Strauss with 1.16%.
SEI Investments
The net margin of SEI Investments Co. (SEIC) has grown 25.38% per annum over the past decade. The operating margin has grown 26.65% annually over the same period.
According to the DCF calculator, the stock is undervalued with a 19.17% margin of safety at $62.66 per share. The price-earnings ratio is 19.70. The share price has been as high as $64.78 and as low as $48.70 in the last 52 weeks; it is currently 3.27% below its 52-week high and 28.67% above its 52-week low.
The company, which provides investment processing, management and operations services, has a market cap of $8.95 billion and an enterprise value of $8.18 billion.
The company's largest guru shareholder is Chuck Royce (Trades, Portfolio) with 0.88% of outstanding shares, followed by Tom Gayner (Trades, Portfolio) with 0.30% and Simons’ firm with 0.14%.
Autohome
Autohome Inc. 's (ATHM) net margin and operating margin have grown 33.67% and 39.05%, respectively, per year over the past 10 years.
According to the DCF calculator, the stock is undervalued with a 61.51% margin of safety at $69.26 per share. The price-earnings ratio is 16.21. The share price has been as high as $147.67 and as low as $69.11 in the last 52 weeks; it is currently 53.10% below its 52-week high and 0.22% above its 52-week low.
The automotive Internet platform has a market cap of $8.66 billion and an enterprise value of $5.97 billion.
With 2.35% of outstanding shares, Baillie Gifford (Trades, Portfolio) is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.33% and Ray Dalio (Trades, Portfolio) with 0.13%.
Disclosure: I do not own any stocks mentioned.
