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.
Silicon Motion Technology Corp ADR (SIMO) is trading around $50 per share. The Peter Lynch value gives the stock a fair price of $63.50, which suggests it is undervalued with a margin of safety of 21%. The stock started its positive upward trend three months ago; it now registers a positive performance of 7.1%.
The company designs, develops and supplies NAND flash controllers ICs for solid state storage devices and SSD controllers. It has a market cap of $1.78 billion and an enterprise value of $1.44 billion.
The stock is trading with a price-earnings (P/E) ratio of 19.83, which is higher than 66% of companies in the Global Semiconductors industry. The stock price is currently 10.95% below its 52-week high and 34.65% above its 52-week low. The price-book (P/B) ratio is 3.50.
With 3.58% of outstanding shares, Columbia Wanger (Trades, Portfolio) is the company's largest shareholder among the gurus followed by Chuck Royce (Trades, Portfolio) with 2.62%.
Penske Automotive Group Inc. (PAG) is trading around $53.34 per share. The Peter Lynch value gives the stock a fair price of $64.82, suggesting it is undervalued with a margin of safety of 18%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 12.3%.
The transportation services company has a market cap of $4.57 billion and an enterprise value of $10.42 billion.
The stock is trading with a P/E ratio of 12.53 which is higher than 72% of companies in the Global Auto and Truck Dealerships industry. The stock price is currently 3.46% below its 52-week high and 39.16% above its 52-week low. The P/B ratio is 2.20.
The company's largest guru shareholder is Mario Gabelli (Trades, Portfolio) with 1.52% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 1.35%, Jim Simons (Trades, Portfolio) with 0.61%, Tom Gayner (Trades, Portfolio) with 0.21% and Barrow, Hanley, Mewhinney & Strauss with 0.13%.
Lennar Corp Class B (LEN.B) is trading around $52 per share. The Peter Lynch value gives the stock a fair price of $68.74, suggesting it is undervalued with a margin of safety of 24%. The stock started its positive upward trend three months ago; it registered a positive performance of about 8.2%.
The homebuilding services provider has a market cap of $9.45 billion and an enterprise value of $15.58 billion.
The stock is trading with a P/E ratio of 19.24, which is higher than 52% of companies in the Global Residential Construction industry. The stock price is currently 10.35% below its 52-week high and 49.80% above its 52-week low. The P/B ratio is 2.07.
Gabelli is the company's largest guru shareholder with 0.81% of outstanding shares, followed by Simons with 0.03% and Third Avenue Management (Trades, Portfolio) with 0.02%.
CGI Group Inc Class A (GIB) is trading around $56 per share. The Peter Lynch value gives the stock a fair price of $69.12, suggesting it is undervalued with a margin of safety of 18%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 5.2%.
The company manages information technology services with a market cap of $16.2 billion and an enterprise value of $16.91 billion.
The stock is trading with a P/E ratio of 20.40, which is higher than 70% of companies in the Global Information Technology Services industry. The stock price is currently 0.42% below its 52-week high and 23.07% above its 52-week low. The P/B ratio is 3.21.
The company's largest guru shareholder is Ray Dalio (Trades, Portfolio) with 0.02% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.01% and Jeremy Grantham (Trades, Portfolio) with 0.01%.
Western Alliance Bancorp (WAL) is trading around $59.66 per share. The Peter Lynch value gives the stock a fair price of $72.75, suggesting it is undervalued with a margin of safety of 18%. The stock started its positive upward trend three months ago; it currently registers a positive performance of about 6.1%.
The bank holding company has a market cap of $6.29 billion and an enterprise value of $6.02 million.
The stock is trading with a P/E ratio of 19.24, which is lower than 72% of companies in the Global Banks - Regional – US industry. The stock price is currently 1.68% below its 52-week high and 33.65% above its 52-week low. The P/B ratio is 2.83.
NWQ Managers (Trades, Portfolio) is the company's largest guru shareholder with 1.78% 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 Cohen with 0.05% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
