Several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices, according to the GuruFocus All-in-One Screener. The following stocks are trading with wide margins of safety and have positive performance over the past 12 months.
BofI Holding Inc. (BOFI) is trading around $32 per share. The Peter Lynch value gives the stock a fair price of $53.25, which suggests it is undervalued with a margin of safety of 39%. The stock started its positive upward trend three months ago; it now registers a positive performance of 18.9%.
The financial services company has a market cap of $2.07 billion and an enterprise value of $1.9 billion.
The stock is trading with a price-earnings (P/E) ratio of 2.38, which is higher than 65% of companies in the Global Savings and Cooperative Banks industry. The stock price is currently 0.96% below its 52-week high and 50.28% above its 52-week low. The price-book (P/B) ratio is 15.25.
With 0.82% of outstanding shares, Chuck Royce (Trades, Portfolio) is the company's largest shareholder among the gurus followed by Lee Ainslie (Trades, Portfolio) with 0.19% and David Dreman (Trades, Portfolio) with 0.02%.
AECOM (ACM) is trading around $39 per share. The Peter Lynch value gives the stock a fair price of $53.5, suggesting it is undervalued with a margin of safety of 27%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 11.2%.
The company provides consulting and engineering services to clients. It a market cap of $6.18 billion and an enterprise value of $9.44 billion.
The stock is trading with a P/E ratio of 18.35, which is lower than 68% of companies in the Global Engineering and Construction industry. The stock price is currently 0.76% below its 52-week high and 30.05% above its 52-week low. The P/B ratio is 1.53.
The company's largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 12.84% of outstanding shares followed by Richard Pzena (Trades, Portfolio) with 2.16%.
Sun Life Financial Inc. (SLF) is trading around $44 per share. The Peter Lynch value gives the stock a fair price of $53.28, suggesting it is undervalued with a margin of safety of 17%. The stock started its positive upward trend three months ago; it registered a positive performance of about 11%.
The company provides diversified financial services. It has a market cap of $27.08 billion and an enterprise value of $26.28 billion.
The stock is trading with a P/E ratio of 13.06, which is higher than 55% of companies in the Global Insurance industry. The stock price is currently 0.32% below its 52-week high and 36.75% above its 52-week low. The P/B ratio is 1.74.
Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder with 0.15% of outstanding shares, followed by Ray Dalio (Trades, Portfolio) with 0.02%.
IRSA Inversiones y Representaciones SA (IRS) is trading around $29 per share. The Peter Lynch value gives the stock a fair price of $56.29, suggesting it is undervalued with a margin of safety of 49%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 21.5%.
The diversified Argentinian real estate firm has a market cap of $1.68 billion and an enterprise value of $8.47 billion.
The stock is trading with a P/E ratio of 7.71, which is higher than 52% of companies in the Global Real Estate industry. The stock price is currently 12.95% below its 52-week high and 47.94% above its 52-week low. The P/B ratio is 1.22.
The company's largest guru shareholder is Ruane Cunniff (Trades, Portfolio) with 0.99% of outstanding shares, followed by Paul Singer (Trades, Portfolio) with 0.9% and Jim Simons (Trades, Portfolio) with 0.04%.
Universal Insurance Holdings Inc. (UVE) is trading around $30 per share. The Peter Lynch value gives the stock a fair price of $58.5, suggesting it is undervalued with a margin of safety of 49%. The stock started its positive upward trend three months ago; it registered a positive performance of about 21.9%.
The vertically integrated insurance holding company has a market cap of $1.03 billion and an enterprise value of $675.17 million.
The stock is trading with a P/E ratio of 12.75, which is higher than 85% of companies in the Global Insurance - Property and Casualty industry. The stock price is currently 1.97% below its 52-week high and 98.01% above its 52-week low. The P/B ratio is 2.45.
Royce is the company's largest guru shareholder with 0.27% of outstanding shares, followed by Simons with 0.05%.
Winnebago Industries Inc. (WGO) is trading around $53 per share. The Peter Lynch value gives the stock a fair price of $61.5, suggesting it is undervalued with a margin of safety of 14%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 16%.
The company is engaged in the manufacturing recreational vehicles with a market cap of $1.68 billion and an enterprise value of $1.89 billion.
The stock is trading with a P/E ratio of 21.54, which is lower than 64% of companies in the Global Recreational Vehicles industry. The stock price is currently 9.63% below its 52-week high and 119.46% above its 52-week low. The P/B ratio is 3.69.
The company's largest guru shareholder is Royce with 5.47% of outstanding shares followed by Simons with 0.86% and Joel Greenblatt (Trades, Portfolio) with 0.48%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
