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 a 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 China Southern Airlines Co. Ltd. ADR (ZNH) has grown 14% over the last 10 years. The price-book ratio is 1.2 and the price to tangible book value is 1.2.
The company which provides commercial airline services, has a $10.65 billion market cap.
According to the discounted cash flow calculator, the stock is undervalued and is trading with a 52% margin of safety at $29.8. The stock price has been as high as $70.52 and as low as $29.01 in the last 52 weeks. As of Friday, it is 57.74% below its 52-week high and 2.72% above its 52-week low. The price-earnings ratio is 8.27.
Jim Simons (Trades, Portfolio) is the largest guru shareholder of the company with 0.24% of outstanding shares.
The Knight-Swift Transportation Holdings Inc.'s (KNX) BV/S has grown 12% over the past decade. The price-book ratio is 1.1 and the price to tangible book value is 5.7.
The company which operates the largest truckload fleet in North America, has a market cap of $5.85 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 67% margin of safety at $32.83. The stock price has been as high as $51.94 and as low as $29 in the last 52 weeks. It is currently 36.79% below its 52-week high and 13.21% above its 52-week low. The price-earnings ratio is 6.71.
The company’s largest guru shareholder is Steven Cohen (Trades, Portfolio) with 0.95% of outstanding shares, followed by David Tepper (Trades, Portfolio) with 0.62%, Pioneer Investments (Trades, Portfolio) with 0.34% and Chuck Royce (Trades, Portfolio) with 0.07%.
The BV/S of Encore Capital Group Inc. (ECPG) has grown 13% over the last 10 years. The price-book ratio is 1.4.
The provider of debt recovery solutions has a $1.02 billion market cap.
According to the DCF calculator, the stock is undervalued and is trading with a 60% margin of safety at $33.2. The stock price has been as high as $52 and as low as $31.68 in the last 52 weeks. It is 36.50% below its 52-week high and 4.23% above its 52-week low. The price-earnings ratio is 9.81.
Paul Tudor Jones (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.02% of outstanding shares.
Hawaiian Holdings Inc.'s (HA) BV/S has grown 23% over the past decade. The price-book ratio is 2.01 and the price to tangible book value is 2.4.
The company, which provides air transportation for passengers and cargo, has a market cap of $1.91 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 48% margin of safety at $37.72. The stock price has been as high as $44.25 and as low as $32.40 in the last 52 weeks. It is 14.76% below its 52-week high and 16.42% above its 52-week low. The price-earnings ratio is 5.57.
With 2% of outstanding shares, Royce is the company's largest guru shareholder followed by PRIMECAP Management (Trades, Portfolio) with 1.64%, Third Avenue Value Fund (Trades, Portfolio) with 0.9%, Third Avenue Management (Trades, Portfolio) with 0.79% and HOTCHKIS & WILEY with 0.18%.
The BV/S of Rush Enterprises Inc. Class A (RUSHA) has grown 10% over the last 10 years. The price-book ratio is 1.5 and the price to tangible book value is 2.0.
The company, which sells buses and trucks has a $1.53 billion market cap.
According to the DCF calculator, the stock is undervalued and is trading with a 62% margin of safety at $39.03. The stock price has been as high as $55.40 and as low as $37.95 in the last 52 weeks. It is 29.55% below its 52-week high and 2.85% above its 52-week low. The price-earnings ratio is 8.55.
With 2.08% of outstanding shares, Hotchkis & Wiley is the company's largest guru shareholder, followed by Simons with 1.67% and Ronald Muhlenkamp (Trades, Portfolio) with 0.64%.
Unum Group.'s (UNM) BV/S has grown 7% over the past decade. The price-book ratio is 0.9 and the price to tangible book value is 1.0.
The provider of financial services has a market cap of $8.7 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 39% margin of safety at $39.76. The stock price has been as high as $58.73 and as low as $34.57 in the last 52 weeks. It is 32.30% below its 52-week high and 15.01% above its 52-week low. The price-earnings ratio is 8.06.
With 2.44% of outstanding shares, Donald Smith (Trades, Portfolio) is the company's largest guru shareholder, followed by NWQ Managers (Trades, Portfolio) with 0.6% and Pioneer Investments (Trades, Portfolio) with 0.58%.
The BV/S of Silicom Ltd. (SILC) has grown 13% over the last 10 years. The price-book ratio is 2.2 and the price to tangible book value is 2.6.
The manufacturer of networking and data infrastructure solutions, has a $309.16 million market cap.
According to the DCF calculator, the stock is undervalued and is trading with a 12% margin of safety at $40.94. The stock price has been as high as $77.95 and as low as $32 in the last 52 weeks. It is 47.48% below its 52-week high and 27.94% above its 52-week low. The price-earnings ratio is 19.67.
With 0.56% of outstanding shares, Simons is the company's largest guru shareholder.
Disclosure: I do not own any stocks mentioned in this article.
