According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.
Arista Networks Inc. (ANET) with a market cap of $10.05 billion has outperformed the S&P 500 Index by 97.2% in the last year.
The company with its subsidiaries is a supplier of cloud networking solutions that use software innovations to address the needs of large-scale internet companies, cloud service providers and next-generation enterprise.
Its shares are trading with a price-book (P/B) ratio of 8.25. According to the DCF calculator the company looks overpriced by 333% at $142.75 per share. The price is 135.91% above its 52-week low and 3.25% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. Its return on equity (ROE) of -22.56% and return on assets (ROA) of 15% are outperforming 89% of other companies in the Global Computer Systems industry. Financial strength has a rating of 8 out of 10. The cash-debt ratio of 26.66 is above the industry median of 1.55.
Its largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.68% of outstanding shares followed by Joel Greenblatt (Trades, Portfolio) with 0.01%.
Ansys Inc. (ANSS) with a market cap of $9.43 billion has outperformed the S&P 500 Index by 26.8% over the last 12 months.
The company develops and markets engineering software and services used by engineers, designers, researchers and students across a broad spectrum of industries and academia, including aerospace, automotive, manufacturing, electronics and biomedical.
Its shares are trading with a P/B ratio of 4.69. According to the DCF calculator the company looks overpriced by 82% at $121.13 per share. The price is 47.22% above its 52-week low and 1.34% below its 52-week high.
The company has a profitability and growth rating of 9 out of 10. Its ROE of -12.25% and ROA of 9.85% are outperforming 66% of other companies in the Global Software - Application industry. Financial strength has a rating of 9 out of 10 with no debt.
Ron Baron (Trades, Portfolio) is the largest shareholder among the gurus with 3.42% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 1.11%, Greenblatt with 0.12%, Chuck Royce (Trades, Portfolio) with 0.11%, John Rogers (Trades, Portfolio) with 0.1%, Ken Fisher (Trades, Portfolio) with 0.09% and Frank Sands (Trades, Portfolio) with 0.09%.
Anthem Inc. (ANTM) with a market cap of $47.14 billion has outperformed the S&P 500 Index by 16.5% over the last 12 months.
The company is a health benefits company offering network-based managed care plans to the large and small employer, individual, Medicaid and Medicare markets.
Its shares are trading with a P/B ratio of 1.83. According to the DCF calculator the company looks overpriced by 46% at $179.83 per share. The price is 56.58% above its 52-week low and 2.50% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. Its ROA of -11.22% and return on capital (ROC) of 4.25% are underperforming 76% of other companies in the Global Health Care Plans industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.40 is below the industry median of 1.12.
The company’s largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 3.04% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 2.22%, HOTCHKIS & WILEY with 1.37%, Dodge & Cox with 1.13%, First Eagle Investment (Trades, Portfolio) with 1.13%, Vanguard Health Care Fund (Trades, Portfolio) with 1.01%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.8%, Simons with 0.64% and Donald Yacktman (Trades, Portfolio) with 0.39%.
A.O. Smith Corp. (AOS) with a market cap of $9.35 billion has outperformed the S&P 500 Index by 25.7% over the last 12 months.
The company manufactures and markets water heaters and boilers for residential and commercial end markets. The company has two reporting segments: North America and Rest of World.
Its shares are trading with a P/B ratio of 6.07. According to the DCF calculator the company looks overpriced by 15% at $54.84 per share. The price is 42.15% above its 52-week low and 1.03% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. Its ROE of -22.51% and ROA of 12.19% are outperforming 89% of other companies in the Global Diversified Industrials industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio is 1.96 and is above the industry median of 1.08.
Keeley Asset Management Corp (Trades, Portfolio) is the largest shareholder among the gurus with 0.37% of outstanding shares followed by Royce with 0.23%, Mario Gabelli (Trades, Portfolio) with 0.12%, Pioneer Investments (Trades, Portfolio) with 0.11%, Baron with 0.11% and Lee Ainslie (Trades, Portfolio) with 0.04%.
Amphenol Corp. Class AĂ‚ (APH) with a market cap of $22.08 billion has outperformed the S&P 500 Index by 14.5% over the last 12 months.
The company designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems and coaxial and flat-ribbon cable.
Its shares are trading with a P/B ratio of 5.98. According to the DCF calculator the company looks overpriced by 40% at $72.53 per share. The price is 32.02% above its 52-week low and 1.65% below its 52-week high.
The company has a profitability and growth rating of 9 out of 10. Its ROE of -24.74% and ROA of 10.74% are outperforming 87% of other companies in the Global Electronic Components industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.40 is below the industry median of 1.55.
The largest shareholder among the gurus is First Eagle Investment with 1.14% of outstanding shares followed by Pioneer Investments with 0.74%, Jeremy Grantham (Trades, Portfolio) with 0.26% and Westport Asset Management (Trades, Portfolio) with 0.12%.
Apollo Global Management LLC Class AĂ‚ (APO) with a market cap of $10.78 billion has outperformed the S&P 500 Index by 48% over the last 12 months.
It is an alternative-asset management company. It invests and manages funds on behalf of prominent pension, endowment and sovereign wealth funds as well as other institutional and individual investors.
Its shares are trading with a P/B ratio of 8.79. According to the DCF calculator the company looks overpriced by 19% at $26.64 per share. The price is 86.95% above its 52-week low and 4.10% below its 52-week high.
The company has a profitability and growth rating of 8 out of 10. Its ROE of 56.05% and ROA of 7.99% are outperforming 72% of other companies in the Global Asset Management industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.04 is below the industry median of 0.44.
Chase Coleman (Trades, Portfolio) is the largest shareholder among the gurus with 7.46% of outstanding shares followed by Royce with 0.11%, Tom Gayner (Trades, Portfolio) with 0.1% and Richard Pzena (Trades, Portfolio) with 0.08%.
Alexandria Real Estate Equities Inc. (ARE) with a market cap of $10.11 billion has outperformed the S&P 500 Index by 7.9% over the last 12 months.
It is a real estate investment trust. The company is engaged in science-driven cluster formation through ownership, operation, management and selective redevelopment and development of properties in the office/laboratory space.
Its shares are trading with a P/B ratio of 2.09. The price is 24.06% above its 52-week low and 5.16% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. Its ROE of -2.81% and ROA of -0.31% are underperforming 92% of other companies in the Global REIT - Office industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio is 0.03 and is below the industry median of 0.06.
The largest shareholder among the gurus is Baron with 1.22% of outstanding shares followed by Pioneer Investments with 0.24%, Chris Davis (Trades, Portfolio) with 0.11%, Manning & Napier Advisors Inc. with 0.1%, Paul Tudor Jones (Trades, Portfolio) with 0.01% and Keeley Asset Management with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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