According to the GuruFocus All-In-One Screener, the following companies have grown their book value per share (BV/S) over the last 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 Taiwan Semiconductor Manufacturing Co. (TSM) has grown 13% over the last 10 years. The price-book ratio is 4.1 and the price to tangible book value is 4.1.
The company, which manufactures and tests integrated circuits and other semiconductor devices, has a $197.7 billion market cap.
According to the discounted cash flow calculator, the stock is undervalued and is trading with a 18% margin of safety at $39. The stock price has been as high as $45.57 and as low as $35.35 in the last 52 weeks. As of Friday, it is 16.15% below its 52-week high and 10.47% above its 52-week low. The price-earnings ratio is 17.30.
Sarah Ketterer (Trades, Portfolio) is the largest guru shareholder of the company with 0.12% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.07%, Jim Simons' (Trades, Portfolio) Renaissance Technologies with 0.07% and Howard Marks (Trades, Portfolio)’ Oaktree Capital Management LP with 0.06%.
Fresenius Medical Care AG & Co. (FMS)'s BV/S has grown 10% over the past decade. The price-book ratio is 1.9.
The company, which develops and manufactures a full range of dialysis machines, systems, and disposable products, has a market cap of $24.29 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 21% margin of safety at $39. The stock price has been as high as $57.94 and as low as $38.43 in the last 52 weeks. As of Friday, it is 31.69% below its 52-week high and 2.99% above its 52-week low. The price-earnings ratio is 11.06.
The company’s largest guru shareholder is Simons with 0.01% of outstanding shares.
The BV/S of Nippon Gas Co. Ltd. (NPPGF) has grown 13% over the last 10 years. The price-book ratio is 2.0 and the price to tangible book value is 2.3.
The company, which operates in the supply of gas and gas equipment, has a $1.32 billion market cap.
According to the DCF calculator, the stock is undervalued and is overpriced by 73% at $39.6. The price-earnings ratio is 20.69.
CCL Industries Inc. (CCDBF)'s BV/S has grown 11% over the past decade. The price-book ratio is 4.2.
The company operates in the manufacturing of packaging-related products. It has a market cap of $7.67 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 33% margin of safety at $42.96. The stock price has been as high as $52.13 and as low as $39.96 in the last 52 weeks. As of Friday, it is 17.50% below its 52-week high and 7.51% above its 52-week low. The price-earnings ratio is 19.78.
The BV/S of Novo Nordisk A/S ADR (NVO) has grown 7% over the last 10 years. The price-book ratio is 14.0 and the price to tangible book value is 15.3.
The company which operates in the discovery, development and marketing of pharmaceutical products, has a market cap of $104.22 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 40% margin of safety at $43.85. The stock price has been as high as $58.37 and as low as $41.23 in the last 52 weeks. It is currently 24.88% below its 52-week high and 6.35% above its 52-week low. The price-earnings ratio is 17.80.
With 0.5% of outstanding shares, Simons’ firm is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 0.57%, Tom Gayner (Trades, Portfolio)’s Markel Gayner Asset Management Corp. with 0.04% and Jeremy Grantham (Trades, Portfolio) with 0.03%.
British American Tobacco PLC ADR (BTI)'s BV/S has grown 9% over the past decade. The price-book ratio is 1.3.
The manufacturer of cigarettes and other tobacco products, has a market cap of $100.09 billion.
According to the DCF calculator, the stock is undervalued and is trading with a 93% margin of safety at $44. The stock price has been as high as $71.44 and as low as $41.69 in the last 52 weeks. As of Friday, it was 37.99% below its 52-week high and 6.26% above its 52-week low. The price-earnings ratio is 1.93.
With 0.06% of outstanding shares, Lee Ainslie (Trades, Portfolio) is the company's largest guru shareholder followed by Ketterer with 0.03% and David Winters (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any stocks mentioned in this article.
