According to the GuruFocus All-in-One Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months.
Keurig Dr. Pepper Inc. (KDP, Financial) has a market cap of $37.70 billion. It has outperformed the S&P 500 by 17.49% over the past year.
Shares are trading with a price-earnings ratio of 39.42. According to the discounted cash flow calculator, the stock is overpriced by 267.58% at $26.76. As of Wednesday, the price was 20.64% above the 52-week low and 13.81% below the 52-week high.
The producer and distributor of nonalcoholic beverages has a profitability and growth rating of 5 out of 10. The return on equity of 5.14% and return on assets of 2.31% are outperforming 87% of companies in the Beverages - Non-Alcoholic industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.01 is below the industry median of 0.5.
George Soros (Trades, Portfolio) is the company's largest guru shareholder with 0.07% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 0.01% and Pioneer Investments (Trades, Portfolio) with 0.01%.
With a market cap of $37.70 billion, ICICI Bank Ltd. (IBN, Financial) has outperformed the S&P 500 by 20.38% over the past 12 months.
Shares are trading with a price-earnings ratio of 55.9. According to the DCF calculator, the stock is overpriced by 410% at $11.30 per share. As of Wednesday, the price was 42.07% above the 52-week low and 9.37% below the 52-week high.
The Indian bank has a profitability and growth rating of 4 out of 10. The return on equity of 5.47% and return on assets of 0.55% are underperforming 80% of companies in the Banks industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.35 is below the industry median of 1.12.
The company’s largest guru shareholder is Howard Marks (Trades, Portfolio)’ Oaktree Capital Management with 0.27% of outstanding shares, followed by Sarah Ketterer (Trades, Portfolio) with 0.20% and Richard Pzena (Trades, Portfolio) with 0.08%.
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Welltower Inc. (WELL, Financial) has a market cap of $36 billion. It has outperformed the S&P 500 by 40.24% over the past year.
Shares are trading with a price-earnings ratio of 59.62. According to the DCF calculator, the stock is undervalued by 168% at $88.9. As of Wednesday, the price was 47.73% above the 52-week low and 0.27% below the 52-week high.
The real estate investment trust has a profitability and growth rating of 7 out of 10. The return on equity of 3.98% and return on assets of 2.00% are underperforming 82% of companies in the REITs industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.02 is below the industry median of 0.06.
The company’s largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.33% of outstanding shares, followed by Pioneer Investments with 0.22% and Steven Cohen (Trades, Portfolio) with 0.04%.
With a market cap of $36.39 billion, Aflac Inc. (AFL, Financial) has outperformed the S&P 500 by 7.78% over the past 12 months.
Shares are trading with a price-earnings ratio of 12. According to the DCF calculator, the stock is undervalued with 26% of margin of safety at $49.14 per share. As of Wednesday, the price was 18.72% above the 52-week low and 13.94% below the 52-week high.
The company, which provides health insurance and life insurance products, has a profitability and growth rating of 4 out of 10. The return on equity of 12.48% and return on assets of 2.17% are outperforming 68% of companies in the Insurance - Life industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.49 is below the industry median of 1.95.
John Rogers (Trades, Portfolio) is the company's largest guru shareholder with 0.21% of outstanding shares, followed by the Smead Value Fund (Trades, Portfolio) with 0.15% and Pioneer Investments with 0.08%.
Dollar General Corp. (DG, Financial) has a market cap of $35.96 billion. It has outperformed the S&P 500 by 30.62% over the past 12 months.
Shares are trading with a price-earnings ratio of 23. According to the DCF calculator, the stock is undervalued with 19.54% of margin of safety at $140 per share. The price is currently 42.23% above the 52-week low and 3.83% below the 52-week high.
The discount retailer has a profitability and growth rating of 8 out of 10. The return on equity of 25.18% and return on assets of 11.01% are outperforming 90% of companies in the Retail - Defensive industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.45.
The company’s largest guru shareholder is Barrow, Hanley, Mewhinney & Strauss with 4.36% of outstanding shares, followed by Pioneer Investments with 0.54% and Simons’ firm with 0.31%.
Disclosure: I do not own any of the stocks mentioned.
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