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 Alliance Data Systems Corp. (ADS) has grown 25% over the last 10 years. The price-book ratio is 6.5.
The provider of marketing and credit solutions has a market cap of $13.03 billion.
According to the discounted cash flow calculator, the stock is undervalued and is trading with a 28% margin of safety at $235.24. The stock price has been as high as $278.33 and as low as $192.02 in the past 52 weeks. It is 15.48% below its 52-week high and above 22.51% its 52-week low. The price-earnings ratio is 16.23.
Jeff Ubben (Trades, Portfolio) is the largest shareholders among the guru with 10.61% of outstanding shares followed by Andreas Halvorsen (Trades, Portfolio) with 3.29% and Glenn Greenberg (Trades, Portfolio) with 3.11%.
Ulta Beauty Inc. (ULTA)’s BV/S has grown 25% over the past decade. The price-book ratio is 8.0 and the price to tangible book value is 8.0.
The company provides cosmetics, skin and hair care products. It has a market cap of $14.16 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 14% margin of safety at $235.28. The stock price has been as high as $283.97 and as low as $187.96 in the past 52 weeks. It is 17.15% below its 52-week high and 25.18% above its 52-week low. The price-earnings ratio is 24.49.
The company’s largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.68% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.46% and John Griffin (Trades, Portfolio) with 0.32%.
The BV/S of Broadcom Inc. (AVGO) has grown 31% over the past 10 years. The price-book ratio is 3.0.
With a market cap of $103.3 billion it offers a diverse product portfolio across an array of customers and end markets.
According to the DCF calculator, the stock is undervalued and is trading with a 12% margin of safety at $239.29. The stock price has been as high as $285.68 and as low as $221.98 in the past 52 weeks. It is 16.24% below its 52-week high and 7.80% above its 52-week low. The price-earnings ratio is 9.44.
Steve Mandel (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.63% of outstanding shares followed by Spiros Segalas (Trades, Portfolio) with 0.59% and Steven Cohen (Trades, Portfolio) with 0.29%.
Baidu Inc. ADR (BIDU)’s BV/S has grown 54% over the past decade. The price-book ratio is 4.9.
Through its website it serves small and medium business advertisers. It has a market cap of $85.94 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 15% margin of safety at $246.43. The stock price has been as high as $284.22 and as low as $179.92 in the past 52 weeks. It is 13.30% below its 52-week high and 36.97% above its 52-week low. The price-earnings ratio is 24.27.
The company’s largest shareholder among the gurus is Frank Sands (Trades, Portfolio) with 2% of outstanding shares followed by Dodge & Cox with 1.07%, Sarah Ketterer (Trades, Portfolio) with 0.62% and David Herro (Trades, Portfolio) with 0.62%.
The BV/S of Biogen Inc. (BIIB) has grown 13% over the past 10 years. The price-book ratio is 4.4 and the price to tangible book value is 11.6.
The company discovers and manufactures therapies to patients for the treatment of neurological, rare and autoimmune diseases. It has a market cap of $61.93 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 26% margin of safety at $293.51. The stock price has been as high as $370.57 and as low as $249.17 in the past 52 weeks. It is 20.79% below its 52-week high and 17.80% above its 52-week low. The price-earnings ratio is 20.94.
PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus with 7.09% of outstanding shares followed by Vanguard Health Care Fund (Trades, Portfolio) with 1.7% and Manning & Napier Advisors Inc. with 0.35%.
Credit Acceptance Corp. (CACC)’s BV/S has grown 23% over the past decade. The price-book ratio is 4.1 and the price to tangible book value is 4.1.
The company is a provider of automobile dealers financing programs that enables them to sell vehicles to consumers regardless of their credit history. It has a market cap of $6.86 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 51% margin of safety at $355.16. The stock price has been as high as $377.82 and as low as $239.00 in the past 52 weeks. It is 6.0% below its 52-week high and 48.60% above its 52-week low. The price-earnings ratio is 13.94.
The company’s largest shareholder among the gurus is Ruane Cunniff (Trades, Portfolio) with 5.62% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 0.57%, Jeremy Grantham (Trades, Portfolio) with 0.48% and Lee Ainslie (Trades, Portfolio) with 0.14%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
