7 Companies Growing Earnings and Book Value

These companies have strong 5-year figures

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Jun 26, 2017
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The following companies have boosted their revenue and earnings over the last three years.

Lear Corp. (LEA, Financial) has a five-year revenue growth rate of 15% and a five-year earnings per share (EPS) growth rate of 14%. The stock is trading with a price-earnings (P/E) ratio of 9.6 and has a six-month return of 4.1%.

The company produces seating, electrical distribution systems and electronic modules. Its business segments are seating and e-systems.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 33.27% and the return on assets (ROA) of 10.15% are outperforming 83% of companies in the Global Auto Parts industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.62 is above the industry median of 0.59.

The largest shareholder among the gurus is Jeremy Grantham (Trades, Portfolio) with 0.24%, followed by Pioneer Investments (Trades, Portfolio) with 0.06%, Joel Greenblatt (Trades, Portfolio) with 0.04%, John Hussman (Trades, Portfolio) with 0.04%, Lee Ainslie (Trades, Portfolio) with 0.03%, Mario Gabelli (Trades, Portfolio) with 0.01% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.

Camden Property Trust (CPT, Financial) has a five-year revenue growth rate of 6.2% and a five-year EPS growth rate of 10%. The stock is trading with a P/E ratio of 9.8 and has a six-month return of 6.2%.

The Texas-based real estate investment trust owns, manages, developments, acquires and constructs multifamily apartment communities.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The ROE of 26.90% and ROA of 13.42% are outperforming 97% of companies in the Global REIT – Residential industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.10 is above the industry median of 0.06.

Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.26% of outstanding shares, followed by Pioneer Investments with 0.24%, Chris Davis (Trades, Portfolio) with 0.08%, Ken Fisher (Trades, Portfolio) with 0.04%, Jones with 0.03% and Caxton Associates (Trades, Portfolio) with 0.01%.

American Outdoor Brands Corp. (AOBC, Financial) has a five-year revenue growth rate of 19% and a five-year EPS growth rate of 55%. The stock is trading with a P/E ratio of 10.1 and has a six-month return of 7.2%.

The company manufactures firearms and other products for outdoor activities.

GuruFocus gives the stock a profitability and growth rating of 9 out of 10. The ROE of 39.14% and ROA of 20.06% are outperforming 92% of companies in the Global Aerospace and Defense industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 0.32 is below the industry median of 0.55.

The largest shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 0.71% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.44%, David Dreman (Trades, Portfolio) with 0.03%, Greenblatt with 0.03% and Jones with 0.02%.

NeuStar Inc. (NSR, Financial) has a five-year revenue growth rate of 20% and a five-year EPS growth rate of 12%. The stock is trading with a P/E ratio of 10.2 and has a six-month return of 0.3%.

NeuStar offers data sets and proprietary analytics to help clients promote and protect their businesses.

GuruFocus gives the stock a profitability and growth rating of 9 out of 10. The ROE of 21.18% and ROA of 8.64% are underperforming 77% of companies in the Global Business Services industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.06 is below the industry median of 1.25.

PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus with 13.12% of outstanding shares, followed by John Paulson (Trades, Portfolio) with 0.36%, Gabelli with 0.07%, Jones with 0.05% and Dreman with 0.03%.

Walker & Dunlop Inc. (WD, Financial) has a five-year revenue growth rate of 20% and a five-year EPS growth rate of 20%. The stock is trading with a P/E ratio of 10.5 and has a six-month return of 46.1%.

The company provides financing for commercial real estate, with a primary focus on multifamily lending.

GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 24.79% and ROA of 5.55% are outperforming 93% of companies in the Global Specialty Finance industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.09 is far below the industry median of 2.10.

The largest shareholder among the gurus is Royce with 0.7% of outstanding shares, followed by Fisher with 0.23%, Grantham with 0.22% and Jones with 0.02%.

Reinsurance Group of America Inc. (RGA, Financial) has a five-year revenue growth rate of 8% and a five-year EPS growth rate of 6%. The stock is trading with a P/E ratio of 10.6. Over the last six months, the price has had a negative return of 0.1%.

The insurance holding company offers life reinsurance, living benefits reinsurance, group reinsurance, health reinsurance, financial solutions and product development.

GuruFocus gives the stock a profitability and growth rating of 5 out of 10. While the ROE of 10.47% is outperforming the sector, the ROA of 1.44% is underperforming 73% of companies in the Global Insurance - Reinsurance industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.33 is below the industry median of 6.17.

Diamond Hill Capital (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.75% of outstanding shares, followed by Royce with 0.47%, NWQ Managers (Trades, Portfolio) with 0.23%, Keeley Asset Management Corp (Trades, Portfolio) with 0.02%, Ray Dalio (Trades, Portfolio) with 0.01%, Caxton Associates with 0.01% and Dreman with 0.01%.

Lincoln National Corp. (LNC, Financial) has a five-year revenue growth rate of 11% and a five-year EPS growth rate of 33%. The stock is trading with a P/E ratio of 10.7. Over the last six months, the price has had a negative return of 2.9%.

The company offers individual and group insurance, retirement and investment products in the U.S. and U. K.

GuruFocus gives the stock a profitability and growth rating of 6 out of 10. While the ROE of 9.30% is outperforming the sector, the ROA of 0.54% is underperforming 55% of companies in the Global Insurance - Life industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.36 is below the industry median of 9.78.

The largest shareholder among the gurus is Pioneer Investments with 0.48% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 0.3%, Simons with 0.09%, Cohen with 0.07% and Grantham with 0.03%.

Disclosure: I do not own any shares of any stocks mentioned in this article.