Strong Revenue and Earnings: CVS Health, Rush

These companies have boosted their EPS over a 5-year period

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Apr 26, 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.

The following companies have boosted their revenues over the last three years as well as their earnings. This figure can be a good point to start for a good investment.

Rush Enterprises Inc. Class A (RUSHA) has a five-year annual revenue growth rate of 8% and a five-year annual earnings per share (EPS) growth rate of 13%. The stock is trading with a price-earnings (P/E) ratio of 9.9 and has a negative six-month return of 9.7%.

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The commercial vehicle dealerships operator has a market cap of $1.67 billion and an enterprise value of $3.02 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 18.68% and the return on assets (ROA) of 6.44% are outperforming 66% of companies in the Global Auto and Truck Dealerships industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.09 is below the industry median of 0.74.

The company's largest shareholder among the gurus is Hotchkis & Wiley with 2.28% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 1.87%, First Pacific Advisors (Trades, Portfolio) with 0.66% and Ronald Muhlenkamp (Trades, Portfolio) with 0.64%.

Shire PLC ADR (SHPG) has a five-year annual revenue growth rate of 24% and a five-year annual EPS growth rate of 11%. The stock is trading with a P/E ratio of 10.5 and has a positive six-month return of 10.8%.

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The company operates mainly in the research, development and distribution of specialist medicines. It has a market cap of $50.24 billion and an enterprise value of $67.05 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The ROE of 13.08% and ROA of 6.17% are outperforming 86% of companies in the Global Biotechnology industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.02 is below the industry median of 73.06.

Larry Robbins (Trades, Portfolio) is the company's largest shareholder among the gurus with 1.88% of outstanding shares, followed by John Paulson (Trades, Portfolio) with 1%, Lee Ainslie (Trades, Portfolio) with 0.55% and Leon Cooperman (Trades, Portfolio) with 0.32%.

CVS Health Corp. (CVS) has a five-year annual revenue growth rate of 14% and a five-year annual earnings per share growth rate of 15%. The stock is trading with a price-earnings ratio of 10.5 and has a negative six-month return of 9.0%.

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The company is engaged in the healthcare sector. It has a market cap of $68.92 billion and an enterprise value of $94.12 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 18.67% and ROA of 7.08% are outperforming 61% of companies in the Global Health Care Plans industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.07 is below the industry median of 1.15.

The company's largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 1.52% of outstanding shares, followed by Robbins with 0.67% and PRIMECAP Management (Trades, Portfolio) with 0.33%.

Westlake Chemical Corp. (WLK) has a five-year annual revenue growth rate of 16% and a five-year annual earnings per share growth rate of 15%. The stock is trading with a price-earnings ratio of 10.7 and has a positive six-month return of 27.2%.

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The manufacturer and supplier of basic chemicals and polymers has a market cap of $13.87 billion and an enterprise value of $16.67 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 32.48% and ROA of 11.68% are outperforming 83% of companies in the Global Specialty Chemicals industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.40 is below the industry median of 0.96.

Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder with 0.44% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.2% and Michael Price (Trades, Portfolio) with 0.17%.

Hub Group Inc. Class A (HUBG) has a five-year annual revenue growth rate of 7% and a five-year annual earnings per share growth rate of 15%. The stock is trading with a P/E ratio of 10.7 and has a positive six-month return of 10.9%.

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The asset-light freight transportation management company has a market cap of $1.49 billion and an enterprise value of $1.77 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 7 out of 10. The cash-debt ratio of 0.09 is below the industry median of 0.35.

The company's largest shareholder among the gurus is Diamond Hill Capital (Trades, Portfolio) with 9.13% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 5.02% and Mairs and Power (Trades, Portfolio) with 0.67%.

Molson Coors Brewing Co. Class A (TAP.A) has a five-year annual revenue growth rate of 13% and a five-year annual earnings per share growth rate of 26%. The stock is trading with a price-earnings ratio of 11.0 and has a negative six-month return of 12.5%.

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The company operates in brewing activities. It has a market cap of $15.52 billion and an enterprise value of $26.62 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 11.62% and ROA of 4.72% are outperforming 54% of companies in the Global Beverages – Brewers industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.04 is below the industry median of 0.79.

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