According to GuruFocus' All-in-One Screener, the following are stocks with market caps above $5 billion that are trading with low price-sales (P/S) ratios.
Delphi Automotive PLC. (DLPH) is trading at about $65, with a P/S ratio of 1.15 and an estimated price-earnings (P/E) multiple of 14.12. The company has a market cap of $17.72 billion and over the last 10 years, the stock has risen by 203%. During the last 52 weeks, the price has been as high as $88.89 and as low as $55.59.
It is engaged in the manufacturing of vehicle components. Its business segments are Electrical/Electronic Architecture, Powertrain Systems, Electronics and Safety and Thermal Systems.
The DCF model gives a fair value of $43.12, putting the stock as overpriced by 50%. The Peter Lynch earnings line suggests the stock is less overpriced, giving a fair price of $60.5.
The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.25% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.05%, RS Investment Management (Trades, Portfolio) with 0.05%, Robert Olstein (Trades, Portfolio) with 0.04%, Keeley Asset Management Corp (Trades, Portfolio) with 0.03% and Signature Select Canadian Fund (Trades, Portfolio) with 0.01%.
Lowe's Companies Inc. (LOW) is trading at about $77, with a P/S ratio of 1.20 and an estimated P/E multiple 27.07. The company is a home improvement retailer, which serves home-owners, renters and commercial business customers. It has a market cap of $68.12 billion and over the last 10 years, the stock has risen by 157%. During the last 52 weeks, the price has been as high as $83.65 and as low as $62.62.
The DCF model gives a fair value of $32.21, putting the stock as overpriced by 136%. The Peter Lynch earnings line suggests the stock has a fair price of $45.1.
Daniel Loeb (Trades, Portfolio) is the largest shareholder among the gurus, with 0.34% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.16%, PRIMECAP Management (Trades, Portfolio) with 0.1%, David Carlson (Trades, Portfolio) with 0.1%, Third Avenue Management (Trades, Portfolio) with 0.07% and Steven Cohen (Trades, Portfolio) with 0.07%.
Dollar Tree Inc. (DLTR) is trading at about $95, with a P/S ratio of 1.20 and an estimated P/E multiple of 51.89. The company has a market cap of $22.5 billion and over the last 10 years, the stock has risen by 867%. During the last 52 weeks, the price has been as high as $99.93 and as low as $60.31.
The company is an operator of discount variety stores offering merchandise at the fixed price of $1.00. As of January 31, 2015, the company operated 5,367 discount variety retail stores.
The DCF model gives a fair value of $43.53, putting the stock as overpriced by 120%. The Peter Lynch earnings line suggests the stock is more overpriced, giving a fair price of $27.6
The largest shareholder of the company among the gurus is Steve Mandel (Trades, Portfolio) with 5.67% of outstanding shares, followed by Chuck Akre (Trades, Portfolio) with 1.78%, Alan Fournier (Trades, Portfolio) with 0.82, John Griffin (Trades, Portfolio) with 0.75%, Steven Cohen (Trades, Portfolio) with 0.52% and Jim Simons (Trades, Portfolio) with 0.31%.
Henry Schein Inc. (HSIC) is trading at about $161, with a P/S ratio of 1.22 and an estimated P/E multiple of 27.35. The company has a market cap of $13.2 billion and over the last 10 years, the stock has risen by 23%. During the last 52 weeks, the price has been as high as $183.00 and as low as $126.17.
The company is engaged in providing health care products and services to office-based dental, animal health and medical practitioners. It also provides its services to government, institutional health care clinics and other alternate care clinics.
The DCF model gives a fair value of $102.44, putting the stock as overpriced by 57%, but the Peter Lynch earnings line suggests the stock more overpriced, giving a fair price of $88.5.
Ken Fisher (Trades, Portfolio) is the largest shareholder among the gurus with 0.61% of outstanding shares, followed by Ron Baron (Trades, Portfolio) with 0.46%, Mario Gabelli (Trades, Portfolio) with 0.2%, Jeremy Grantham (Trades, Portfolio) with 0.09% and Jim Simons (Trades, Portfolio) with 0.07%.
Sasol Ltd ADR. (SSL) is trading at about $27.71, with a P/S ratio of 1.22 and an estimated P/E multiple 13.01. The company has a market cap of $18.12 billion and over the last 10 years, the stock has dropped by 25%. During the last 52 weeks, the price has been as high as $34.73 and as low as $21.07.
Sasol is an international integrated energy and chemicals company. It develops and commercializes technologies and builds and operates facilities to produce product streams, including liquid fuels, high-value chemicals and low-carbon electricity.
The DCF model gives a fair value of $35.03, putting the stock as undervalued with a margin of safety of 21%, but the Peter Lynch earnings line suggests the stock is less undervalued, giving a fair price of $32.3.
The largest shareholder of the company among the gurus is Jim Simons (Trades, Portfolio) with 0.05% of outstanding shares, followed by Ron Baron (Trades, Portfolio) with 0.04%.
Cummins Inc. (CMI) is trading at about $126, with a P/S ratio of 1.22 and an estimated P/E multiple of 17.27. The company has a market cap of $21.33 billion and over the last 10 years, the stock has risen by 314%. During the last 52 weeks, the price has been as high as $128.59 and as low as $79.88.
Cummins designs, manufactures, distributes and services diesel and natural gas engines, electric power generation systems and engine-related component products.
The DCF model gives a fair value of $139.89, putting the stock as undervalued with a margin of safety of 10%, but the Peter Lynch earnings line suggests the stock is overpriced, giving a fair price of $110.3.
HOTCHKIS & WILEY is the largest shareholder of the company among the gurus, with 3.41% of outstanding shares, followed by Bill Nygren (Trades, Portfolio) with 1.7%, First Eagle Investment (Trades, Portfolio) with 1.13%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.63%, Joel Greenblatt (Trades, Portfolio) with 0.17% and John Buckingham (Trades, Portfolio) with 0.03%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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