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

6 Stocks With Rising Book Value

Dollar Tree, Ross Stores make the list

January 23, 2019 | About:

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 The Synnex Corp. (NYSE:SNX) has grown 11% over the last 10 years. The price-book ratio is 1.4.

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The company, which provides a comprehensive range of logistics and integration services, has a $4.64 billion market cap.

According to the discounted cash flow calculator, the stock is undervalued and is trading with a 25% margin of safety at $90.47. The share price has been as high as $136.08 and as low as $71.82 in the last 52 weeks. As of Wednesday, it is 32.69 below its 52-week high and 27.53% above its 52-week low. The price-earnings ratio is 12.73.

Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder with 0.05% of outstanding shares, followed by Scott Black (Trades, Portfolio) 0.03% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.

Canadian National Railway Co.'s (NYSE:CNI) BV/S has grown 8% over the past decade. The price-book ratio of 4.5 and the price to tangible book value is 4.6.

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The company, which operates in the rail transportation business, has a market cap of $59.82 billion.

According to the DCF calculator, the stock is undervalued with a 23% margin of safety at $81.34. The share price has been as high as $91.90 and as low as $70.36 in the last 52 weeks. As of Wednesday, it is 10.36% below its 52-week high and 17.08% above its 52-week low. The price-earnings ratio is 13.86.

With 2.35% of outstanding shares, Bill Gates (Trades, Portfolio) is the company's largest guru shareholder, followed by Pioneer Investments with 0.09%, Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.09% and Ray Dalio (Trades, Portfolio) with 0.05%.

Extra Space Storage Inc.'s (NYSE:EXR) BV/S has grown 12% over the past decade. The price-book ratio and price to tangible book value are both 4.9.

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The real estate investment trust has a market cap of $11.68 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 22% margin of safety at $91.76. The share price has been as high as $101.96 and as low as $77.53 in the last 52 weeks. As of Wednesday, it is 9.44% below its 52-week high and 19.09% above its 52-week low. The price-earnings ratio is 22.19.

With 0.33% of outstanding shares, Simons’ firm is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 0.07% and Chris Davis (Trades, Portfolio) with 0.07%.

The BV/S of Express Scripts Holding Co. (NASDAQ:ESRX) has grown 37% over the last 10 years. The price-book ratio is 2.5.

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The pharmacy benefits manager has a market cap of $52.06 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 54% margin of safety at $92.33. The share price has been as high as $101.73 and as low as $66.93 in the last 52 weeks. It is currently 9.24% below its 52-week high and 37.95% above its 52-week low. The price-earnings ratio is 10.79.

With 7.08% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Barrow, Hanley, Mewhinney & Strauss with 2.4%, Larry Robbins (Trades, Portfolio) with 1.53% and David Abrams (Trades, Portfolio) with 0.57%.

Ross Stores Inc.'s (NASDAQ:ROST) BV/S has grown 17% over the past decade. The price-book ratio and price to tangible book value are both 10.9.

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The off-price apparel and home fashions retail chain has a market cap of $34.47 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 23% margin of safety at $91.11. The share price has been as high as $104.35 and as low as $73.76 in the last 52 weeks. It is currently 10.87% below its 52-week high and 26.10% above its 52-week low. The price-earnings ratio is 21.88.

PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder with 3.33% of outstanding shares, followed by David Rolfe (Trades, Portfolio) with 0.2%, Simons’ firm with 0.06% and Joel Greenblatt (Trades, Portfolio) with 0.06%.

The BV/S of Dollar Tree Inc. (NASDAQ:DLTR) has grown 22% over the last 10 years. The price-book ratio is 2.8.

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The discount retailer has a $22.53 billion market cap.

According to the DCF calculator, the stock is undervalued and is trading with a 53% margin of safety at $94.66. The share price has been as high as $116.65 and as low as $78.78 in the last 52 weeks. As of Wednesday, it is 18.85% below its 52-week high and 20.16% above its 52-week low. The price-earnings ratio is 12.84.

With 2.14% of outstanding shares, Chuck Akre (Trades, Portfolio) is the company's largest guru shareholder, followed by Robbins with 0.5%, Jana Partners (Trades, Portfolio) with 0.16% and Wallace Weitz (Trades, Portfolio) with 0.14%.

Disclosure: I do not own any stocks mentioned.

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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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