According to the GuruFocus All-in-One Guru Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months and were bought by gurus during the last quarter.
Arthur J. Gallagher & Co. (AJG) has a market cap of $12.21 billion. It has outperformed the S&P 500 Index by 11.5% over the past 12 months.
The stock is trading with a price-book (P/B) ratio of 2.96. According to the discounted cash flow (DCF) calculator, the stock is overpriced at $67.09 per share. The stock price is currently 23.10% above its 52-week low and 7.81% below its 52-week high.
The company is a provider of insurance brokerage and consulting services. It has a profitability and growth rating of 8 out of 10. Its return on equity (ROE) of 11.99% and return on assets (ROA) of 3.76% are outperforming 62% of other companies in the Global Insurance Brokers industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 0.22.
The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.18% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 0.07% and Pioneer Investments (Trades, Portfolio) with 0.04%.
With a market cap of $33.87 billion, Allstate Corp. (ALL) has outperformed the S&P 500 index by 9.4% over the past 12 months.
The stock is trading with a P/B ratio of 1.64. According to the DCF calculator, the stock is overpriced at $95.90 per share. The stock price is currently 21.25% above its 52-week low and 8.98% below its 52-week high.
The company operates in the property-liability insurance and life insurance business. It has a profitability and growth rating of 5 out of 10. Its ROE of 14.24% and ROA of 2.87% are outperforming 62% of other companies in the Global Insurance - Property and Casualty industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio is 0.10 is below the industry median of 2.82.
Richard Pzena (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.36% of outstanding shares, followed by David Tepper (Trades, Portfolio) with 0.21% and Pioneer Investments (Trades, Portfolio) with 0.1%.
Ally Financial Inc. (ALLY) has a market cap of $11.54 billion. It has outperformed the S&P 500 index by 27.8% over the past 12 months.
The stock is trading with a P/B ratio of 0.83. According to the DCF calculator, the stock is overpriced at $26.62 per share. The stock price is currently 46.99% above its 52-week low and 14.92% below its 52-week high.
The company serves automotive dealers and their retail customers. It has a profitability and growth rating of 5 out of 10. Its ROE of 6.91% and ROA of 0.57% are underperforming 70% of other companies in the Global Specialty Finance industry. Financial strength has a rating of 3 out of 10. The cash-debt ratio of 0.08 is below the industry median of 2.12.
The company’s largest shareholder among the gurus is Bill Nygren (Trades, Portfolio) with 4.02% of outstanding shares followed by First Pacific Advisors (Trades, Portfolio) with 2.75% and Howard Marks (Trades, Portfolio) with 2.25%.
With a market cap of $17.03 billion, AMETEK Inc. (AME) has outperformed the S&P 500 index by 26.1% over the past 12 months.
The stock is trading with a P/B ratio of 4.22. According to the DCF calculator, the stock is overpriced at $73.54 per share. The stock price is currently 38.26% above its 52-week low and 7.29% below its 52-week high.
The company manufactures electronic instruments and electromechanical devices. It has a profitability and growth rating of 9 out of 10. Its ROE of 18.88% and ROA of 9.08% are outperforming 81% of other companies in the Global Diversified Industrials industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio is 0.30 and is below the industry median of 1.04.
Mario Gabelli (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.75% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.11% and Steven Cohen (Trades, Portfolio) with 0.08%.
TD Ameritrade Holding Corp. (AMTD) has a market cap of $32.66 billion and over the past 12 months has outperformed the S&P 500 index by 42.3%.
The stock is trading with a P/B ratio of 4.40. According to the DCF calculator, the stock is overpriced at $57.57 per share. The stock price is currently 59.39% above its 52-week low and 8.63% below its 52-week high.
The company operates in the securities brokerage industry. It has a profitability and growth rating of 6 out of 10. Its ROE of 15.54% and ROA of 2.87% are outperforming 57% of other companies in the Global Capital Markets industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 2.33.
The company’s largest shareholder among the gurus is Chuck Akre (Trades, Portfolio) with 0.52% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.16% and Cohen with 0.15%.
With a market cap of $680.28 billion, Amazon.com Inc. (AMZN) has outperformed the S&P 500 index by 46.1% over the past 12 months.
The stock is trading with a P/B ratio of 24.54. According to the DCF calculator, the stock is overpriced at $1,405.23 per share. The stock price is currently 58.87% above its 52-week low and 13.13% below its 52-week high.
The company sells its products to customers through his website. It has a profitability and growth rating of 8 out of 10. Its ROE of 13.02% and ROA of 3.04% are outperforming 50% of other companies in the Global Specialty Retail industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.82 is below the industry median of 1.02.
Frank Sands (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.41% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.37%, Chris Davis (Trades, Portfolio) with 0.31% and Chase Coleman (Trades, Portfolio) with 0.23%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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