5 Companies Raising Their Revenue and Earnings

Lear Corp, L Brands on the list

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Apr 18, 2018
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According to the GuruFocus All-In-One Screener, the following companies have grown their revenues and earnings over the past several years.

Lear Corp. (LEA) has a five-year annual revenue growth rate of 14% and a five-year annual earnings per share (EPS) growth rate of 15%. The stock is trading with a price-earnings (P/E) ratio of 10.6 and has a positive six-month return of 13.3%.

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The company designs, develops and manufactures automotive seating and electrical systems and components. It has a market cap of $12.99 billion and an enterprise value of $13.75 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity (ROE) of 35.71% and return on assets (ROA) of 11.85% are outperforming 87% of companies in the Global Auto Parts industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.77 is above the industry median of 0.74.

The company's largest shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with 0.38% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.14%, Jim Simons (Trades, Portfolio) with 0.12% and Jeremy Grantham (Trades, Portfolio) with 0.08%.

L Brands Inc. (LB) has a five-year annual revenue growth rate of 5% and a five-year annual EPS growth rate of 7%. The stock is trading with a P/E ratio of 10.7 but has a negative six-month return of 8.9%.

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The company is a women's intimate, personal care and beauty retailer. It has a market cap of $10.15 billion and an enterprise value of $14.43 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 12.36% and ROA of 59.64% are outperforming 86% of companies in the Global Apparel Stores industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.26 is below the industry median of 1.02.

PRIMECAP Management (Trades, Portfolio) is the company's largest shareholder among the gurus with 6.9% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 1.45%, Pioneer Investments (Trades, Portfolio) with 0.72% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.33%.

Cardinal Health Inc. (CAH) has a five-year annual revenue growth rate of 7% and a five-year annual EPS growth rate of 19%. The stock is trading with a P/E ratio of 10.8 and has a negative six-month return of 2.2%.

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The health care services company has a market cap of $19.6 billion and an enterprise value of $28.13 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 26.77% and ROA of 4.69% are outperforming 59% of companies in the Global Medical Distribution industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.13 is below the industry median of 0.69.

The company's largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 5.68% of outstanding shares, followed by Vanguard Health Care Fund (Trades, Portfolio) with 2.41% and Seth Klarman (Trades, Portfolio) with 1.62%.

Federated Investors Inc. Class B (FII) has a five-year annual revenue growth rate of 5% and a five-year annual EPS growth rate of 10%. The stock is trading with a P/E ratio of 10.9 and has a easy six-month return of 1.1%.

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The company provides investment management products and related financial services. It has a market cap of $3.16 billion and an enterprise value of $2.96 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 43.01% and ROA of 24.93% are outperforming 94% of companies in the Global Asset Management industry. Financial strength has a rating of 7 out of 10 with a cash-debt ratio of 2.17.

Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder with 2.12% of outstanding shares, followed by Ronald Muhlenkamp (Trades, Portfolio) with 0.29% and Grantham with 0.12%.

Live Oak Bancshares Inc. (LOB) has a five-year annual revenue growth rate of 13% and a five-year annual EPS growth rate of 21%. The stock is trading with a P/E ratio of 10.9 and has a positive six-month return of 21.3%.

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The nationwide lender to small businesses has a market cap of $1.15 billion and an enterprise value of $877.35 million.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of 33.77% and ROA of 4.54% are outperforming 96% of companies in the Global Savings and Cooperative Banks industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 11.23 is below the industry median of 2.12.

The company's largest shareholder among the gurus is Royce with 0.41% of outstanding shares, followed by Hotchkis & Wiley with 0.13%.

Hub Group Inc. Class A (HUBG) has a five-year annual revenue growth rate of 7% and a five-year annual EPS growth rate of 15%. The stock is trading with a P/E ratio of 11.0 and has a positive six-month return of 15.2%.

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The asset-light freight transportation management company has a market cap of $1.53 billion and an enterprise value of $1.8 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of 20.15% and ROA of 9.22% are outperforming 86% of companies in the Global Integrated Shipping and Logistics industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.09 is below the industry median of 0.35.

Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 9.13% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 4.33% and Mairs and Power (Trades, Portfolio) with 0.67%.

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