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.
Analog Devices Inc. (ADI) with a market cap of $29.38 billion has outperformed the S&P 500 Index by 27.3% in the last year.
The company is engaged in the designing, manufacturing and marketing of high-performance analog, mixed signal and digital signal processing integrated circuits used in all types of electronic equipment.
Its shares are trading with a price-book (P/B) ratio of 2.95. According to the DCF calculator the company looks overpriced by 155% at $80.04 per share. The price is 55.14% above its 52-week low and 10.56% below its 52-week high.
The company has a profitability and growth rating of 7 out of 10. Its return on equity (ROE) of -13.82% and return on assets (ROA) of 6.97% are outperforming 71% of the companies in the Global Semiconductors industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.48 is below the industry median of 1.69.
The company’s largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 1.78% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 1.26%, First Pacific Advisors (Trades, Portfolio) with 1.1%, Steven Romick (Trades, Portfolio) with 0.87%, Jim Simons (Trades, Portfolio) with 0.58%, Pioneer Investments (Trades, Portfolio) with 0.5%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.32%, Jeremy Grantham (Trades, Portfolio) with 0.18%, Tom Gayner (Trades, Portfolio) with 0.14% and Joel Greenblatt (Trades, Portfolio) with 0.13%.
American Financial Group Inc. (AFG) with a market cap of $8.98 billion has outperformed the S&P 500 Index by 6.3% over the last 12 months.
The company through its subsidiaries is engaged in property and casualty insurance, and in the sale of fixed and fixed-indexed annuities in the retail, financial institutions and education markets.
Its shares are trading with a P/B ratio of 12.93. According to the DCF calculator the company is overpriced by 107% at $102.43 per share. The price is 69.06% above its 52-week low and 103.19% below its 52-week high.
The company has a profitability and growth rating of 6 out of 10. Its return on equity (ROE) of -14.01% is outperforming and return on assets (ROA) of 1.29% is underperforming 71% of other companies in the Global Insurance - Property & Casualty industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio is 1.47 below the industry median of 2.41.
Steven Cohen (Trades, Portfolio) is the largest shareholder among the gurus with 0.16% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 0.12%, Simons with 0.01% and David Dreman (Trades, Portfolio) with 0.01%.
AGCO Corp. (AGCO) with a market cap of $5.35 billion has outperformed the S&P 500 Index by 14.4% over the last 12 months.
Its shares are trading with a P/B ratio of 1.90. According to the DCF calculator the company looks overpriced by 262% at $67.34 per share. The price is 44.68% above its 52-week low and 67.98% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. Its ROE of -4.98% and ROA of 1.98% are outperforming 50% of other companies in the Global Farm & Construction Equipment industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.15 is below the industry median of 0.55.
The company’s largest shareholder among the gurus is Tweedy Browne (Trades, Portfolio) with 1.28% of outstanding shares followed by Tweedy Browne Global Value with 0.75%, First Pacific Advisors with 0.6%, Simons with 0.39%, FPA Capital Fund (Trades, Portfolio) with 0.31%, Martin Whitman (Trades, Portfolio) with 0.12%, Greenblatt with 0.11%, Cohen with 0.09%, Grantham with 0.08% and John Hussman (Trades, Portfolio) with 0.06%.
AGNC Investment Corp. (AGNC) with a market cap of $7.3 billion has outperformed the S&P 500 Index by 11.3% over the last 12 months.
The company is an internally managed real estate investment trust. It invests in agency mortgage-backed securities on a leveraged basis, financed through collateralized borrowings structured as repurchase agreements.
Its shares are trading with a P/B ratio of 1.05. According to the DCF calculator the company looks undervalued with a margin of safety of 53% at $22.17 per share. The price is 17.30% above its 52-week low and 22.18% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. While its ROE of -19.02% is outperforming the sector, the ROA of 2.51% is underperforming 62% of companies in the Global REIT - Residential industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 2.47 that is above the industry median of 0.06.
Simons is the largest shareholder among the gurus with 0.07% of outstanding shares followed by RS Investment Management (Trades, Portfolio) with 0.05% and Caxton Associates (Trades, Portfolio) with 0.01%.
Assured Guaranty Ltd. (AGO) with a market cap of $5.11 billion has outperformed the S&P 500 Index by 50.3% over the last 12 months.
The company through its operating subsidiaries provides credit protection products to the U.S., and international public finance including infrastructure and structured finance markets.
Its shares are trading with a P/B ratio of 0.79. According to the DCF calculator the company looks undervalued with a margin of safety of 55% at $41.98 per share. The price is 23.42% above its 52-week low and 2.03% below its 52-week high.
The company has a profitability and growth rating of 7 out of 10. Its ROE of -17.70% and ROA of 7.91% are outperforming 87% of other companies in the Global Insurance - Specialty industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.11 is below the industry median of 6.17.
The company’s largest shareholder among the gurus is Arnold Schneider (Trades, Portfolio) with 0.44% of outstanding shares followed by Royce with 0.36%, Kahn Brothers (Trades, Portfolio) with 0.32%, Cohen with 0.28%, Grantham with 0.25%, Diamond Hill Capital (Trades, Portfolio) with 0.09%, Lee Ainslie (Trades, Portfolio) with 0.03%, Paul Tudor Jones (Trades, Portfolio) with 0.02% and Caxton Associates with 0.01%.
Assurant Inc. (AIZ) with a market cap of $5.73 billion has outperformed the S&P 500 Index by 8.6% over the last 12 months.
The company is a provider of specialized insurance products and related services in North America and selected other international markets.
Its shares are trading with a P/B ratio of 1.38. According to the DCF calculator the company looks overpriced by 18% at $104.5 per share. The price is 78.50% above its 52-week low and 106.2% below its 52-week high.
The company has a profitability and growth rating of 5 out of 10. While its ROE of 11.14% is outperforming the sector, the ROA of 1.63% is underperforming 53% of the companies in the Global Insurance - Diversified industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 0.82.
RS Investment Management is the largest shareholder among the gurus with 1.07% of outstanding shares followed by Ray Dalio (Trades, Portfolio) with 0.04%, Jones with 0.02% and Greenblatt with 0.01%.
Arthur J. Gallagher & Co. (AJG) with a market cap of $10.58 billion has outperformed the S&P 500 Index by 13.4% over the last 12 months.
The company is engaged in providing brokerage and consulting services and third-party claims settlement and administration services to both domestic and international entities.
Its shares are trading with a P/B ratio of 2.89. According to the DCF calculator the company looks overpriced by 120% at $58.94 per share. The price is 34.58% above its 52-week low and 0.02% below its 52-week high.
The company has a profitability and growth rating of 7 out of 10. Its ROE of 11.67% and ROA of 3.74% are outperforming 65% of other companies in the Global Insurance Brokers industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.19 is below the industry median of 1,845.25.
The company’s largest shareholder among the gurus is Royce with 0.15% of outstanding shares followed by Keeley Asset Management Corp (Trades, Portfolio) with 0.03%, Simons with 0.02% and Caxton Associates with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
