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Tiziano Frateschi
Tiziano Frateschi
Articles (2114)  | Author's Website |

5 Stocks Boosting Book Value

Aircastle makes the list

June 24, 2019 | About:

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 Aircastle Ltd. (AYR) has grown 5.6% over the last 10 years. The price-book ratio as well as the price-tangible book value are 0.77.

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The seller of jet aircrafts to airlines has a $1.55 billion market cap.

According to the discounted cash flow calculator, the stock is undervalued with a 46% margin of safety at $20.62. The share price has been as high as $22.27 and as low as $15.75 in the last 52 weeks. As of Monday, the stock was trading 7.41% below its 52-week high and 30.92% above its 52-week low. The price-earnings ratio is 7.09.

Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 3.25% of outstanding shares, followed by Donald Smith (Trades, Portfolio) with 0.23% and Jim Simons' (Trades, Portfolio) Renaissance Technologies with 0.11%.

SK Telecom Co. Ltd.’s (SKM) BV/S has grown 7.10% over the past decade. The price-book ratio is 0.85 and the price-tangible book value is 1.35.

The largest wirless telecom operator in Korea, has a market cap of $16.24 billion.

According to the discounted cash flow calculator, the stock is undervalued with a 23.05% margin of safety at $24.67. The share price has been as high as $28.56 and as low as $22.71 in the last 52 weeks. As of Monday, the stock was trading 13.62% below its 52-week high and 8.63% above its 52-week low. The price-earnings ratio is 8.18.

With 0.56% of outstanding shares, Sarah Ketterer (Trades, Portfolio) is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio)’s GMO with 0.43% and NWQ Managers (Trades, Portfolio) with 0.27%.

The BV/S of Banco Macro SA (BMA) has grown 39.90% over the last 10 years. The price-book ratio and the price to tangible book value are both 0.08.

The provider of banking products and services has a market cap of $4.25 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 56.24% margin of safety at $66.46. The share price has been as high as $75.21 and as low as $32 in the last 52 weeks. The stock is trading 11.63% below its 52-week high and 107% above its 52-week low. The price-earnings ratio is 0.37.

With 0.45% of outstanding shares, Ron Baron (Trades, Portfolio) is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 0.01%.

Bank OZK’s (OZK) BV/S has grown 25.70% over the past decade. The price-book ratio is 0.98 and the price to tangible book value is 1.19.

The bank holding company has a market cap of $3.79 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 51.22% margin of safety at $29.36. The share price has been as high as $48 and as low as $21.02 in the last 52 weeks. The stock is currently trading 38.83% below its 52-week high and 39.68% above its 52-week low. The price-earnings ratio is 9.12.

Diamond Hill Capital (Trades, Portfolio) is the company's largest guru shareholder with 4.92% of outstanding shares, followed by Simons with 0.40% and Chuck Royce (Trades, Portfolio) with 0.11%.

The BV/S of Companhia Paranaense DE Energia (ELP) has grown 5.9% over the last 10 years. The price-book ratio is 0.77 and the price to tangible book value is 1.22.

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The distributor of electricity and piped gas in the state of Paranaj has a market cap of $3.5 billion.

According to the DCF calculator, the stock is undervalued and is trading with a 43.87% margin of safety at $12.79. The share price has been as high as $13.23 and as low as $4.70 in the last 52 weeks. The stock is trading 3.29% below its 52-week high and 172.13% above its 52-week low. The price-earnings ratio is 8.74.

With 0.18% of outstanding shares, Simons’ firm is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.09%.

Disclosure: I do not own any stocks mentioned. 

Read more here: 

5 Stocks With Low Price-Earnings Ratios 

5 High-Yield Stocks in Gurus' Portfolios

Insiders Roundup: Anaplan, Chubb 

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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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