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Tiziano Frateschi
Tiziano Frateschi
Articles (1859)  | Author's Website |

6 Stocks Boosting Their Book Value

Berkshire Hathaway on the list

According to the GuruFocus All-In-One Screener, the following companies have grown their book value per share (BV/S) over the past decade.

BV/S is calculated as total equity minus preferred stock, divided by shares outstanding. Theoretically, it is what shareholders will receive if the company is liquidated. Total equity is a balance sheet item and equal to total assets minus total liabilities. Since the BV/S may not reflect the company’s true value, some investors check the tangible book value to confirm their investment ideas.

The BV/S of Genesee & Wyoming Inc. (NYSE:GWR) has grown 18% over the last 10 years. The price-book ratio is 1.3 and the price to tangible book value is 5.2.

With a market cap of $4.88 billion, the company owns and leases short line and regional freight railroads.

According to the discounted cash flow calculator, the stock is undervalued and is trading with a 54% margin of safety at $80.26. The stock price has been as high as $84.40 and as low as $64.31 in the last 52 weeks. It is currently 2.81% below its 52-week high and 27.56% above its 52-week low. The price-earnings ratio is 8.58.

Manning & Napier Advisors Inc. is the company's largest shareholder among the gurus with 1.98% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.38% and Jim Simons (Trades, Portfolio) with 0.35%.

Fomento Economico Mexicano SAB de CV's (NYSE:FMX) BV/S has grown 14% over the past decade. The price-book ratio is 1.9 and the price to tangible book value is 3.7.

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The company operates in three segments: Coca-Cola Femsa, Femsa Comercio and CB Equity. It has a market cap of $30.72 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 30% margin of safety at $85.05. The stock price has been as high as $103.82 and as low as $80.86 in the last 52 weeks. It is currently 18.08% below its 52-week high and 5.18% above its 52-week low. The price-earnings ratio is 17.04.

The company’s largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 0.24% of outstanding shares, followed by Simons with 0.11% and Pioneer Investments (Trades, Portfolio) with 0.1%.

The BV/S of Kansas City Southern (NYSE:KSU) has grown 8% over the last 10 years. The price-book ratio is 2.4 and the price to tangible book value is 2.4.

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The company operates in the development of roadways and railways. It has a market cap of $10.87 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 59% margin of safety at $108.28. The stock price has been as high as $114.91 and as low as $99.47 in the last 52 weeks. It is currently 5.77% below its 52-week high and 8.86% above its 52-week low. The price-earnings ratio is 11.80.

Pioneer Investments is the largest guru shareholder of the company with 1.95% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.64%.

Berkshire Hathaway Inc.'s (NYSE:BRK.B) BV/S has grown 11% over the past decade. The price-book ratio is 1.3 and the price to tangible book value is 2.0.

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The insurance conglomerate has a market cap of $464.17 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 47% margin of safety at $188.91. The stock price has been as high as $217.62 and as low as $166.64 in the last 52 weeks. It is currently 13.19% below its 52-week high and 13.36% above its 52-week low. The price-earnings ratio is 11.86.

The company’s largest shareholder among the gurus is Bill Gates (Trades, Portfolio) with 2.37% of outstanding shares, followed by Fisher with 0.13%, Tom Russo (Trades, Portfolio) with 0.1% and Diamond Hill Capital (Trades, Portfolio) with 0.09%.

The BV/S of Old Dominion Freight Lines Inc. (NASDAQ:ODFL) has grown 17% over the last 10 years. The price-book ratio is 5.4 and the price to tangible book value is 5.4.

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The company, which provides regional, inter-regional and national less-than-truckload services and value-added logistics services, has a market cap of $12.59 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 10% margin of safety at $157.8. The stock price has been as high as $164.10 and as low as $91.23 in the last 52 weeks. It is currently 3.84% below its 52-week high and 72.97% above its 52-week low. The price-earnings ratio is 25.66.

With 0.65% of outstanding shares, Columbia Wanger (Trades, Portfolio) is the company's largest guru shareholder, followed by PRIMECAP Management (Trades, Portfolio) with 0.25% and Pioneer Investments with 0.2%.

Grupo Aeroportuario del Sureste SAB de CV's (NYSE:ASR) BV/S has grown 6% over the past decade. The price-book ratio is 3.5.

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The company maintains and develops airports in the southeast region of Mexico. It has a market cap of $4.79 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 48% margin of safety at $159.55. The stock price has been as high as $229.45 and as low as $152.40 in the last 52 weeks. It is currently 30.46% below its 52-week high and 4.69% above its 52-week low. The price-earnings ratio is 16.22.

The company’s largest shareholder among the gurus is Columbia Wanger with 1.45% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.69%, Simons with 0.11% and Jeremy Grantham (Trades, Portfolio) with 0.01%.

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

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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