U.S. Markets closed

6 Guru Stocks Expanding Earnings

According to the GuruFocus All-in-One Screener as of Oct. 13, while most of the following Guru-held companies are trading at a discount, all have positive three- to five-year future earnings estimates.


Grupo Aeroportuario del Centro Norte

Shares of Grupo Aeroportuario del Centro Norte SAB de CV (OMAB) were trading around $56.8 per share on Dec. 12.

03d194e600359ce6b0f1a69e1af572cc.png

The company, which owns airports in the central region of Mexico, has a GuruFocus profitability and growth rating of 9 out of 10. Its earnings per share have risen 22.30% over the last five years. Analysts project a three-year to five-year earnings growth rate of 9.05%. The return on equity of 49.61% and return on assets of 25.6% are outperforming 97% of companies in the transportation industry.

With 1.64% of outstanding shares, Jim Simons (Trades, Portfolio)' Renaissance Technologies is the company's largest guru shareholder, followed by Jeremy Grantham (Trades, Portfolio)'s GMO LLC with 0.03%.

O'Reilly Automotive

On Dec. 12, O'Reilly Automotive Inc. (ORLY) is trading around $440 per share.

df8cc7a14b1c307fd247e011463f3268.png

With a market cap of $33.27 billion, the aftermarket automotive parts provider has a GuruFocus profitability and growth rating of 10 out of 10. Its earnings per share have grown 21.10% over the last five years. Analysts project a three-year to five-year earnings growth rate of 15.51%. The return on equity of 445.02% and return on assets of 14.69% are outperforming 93% of companies in the retail cyclical industry.

Chuck Akre (Trades, Portfolio) is the company's largest guru shareholder with 2.49% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.73% and Abrams Capital Management's David Abrams (Trades, Portfolio) with 0.71%.

Patterson Companies

Patterson Companies Inc. (PDCO) is trading around $21.50 per share as of Dec. 12.

cb542c95330289508fce341c6321b73b.png

With a market cap of $2.2 billion, the provider of dental and animal health products has a GuruFocus profitability and growth rating of 7 out of 10. Its earnings per share have fallen 7.50% over the last five years. Analysts project a three-year to five-year earnings growth rate of 2.77%. As of Friday, the return on equity of 3.82% is underperforming competitors while the return on assets of 1.68% is outperforming 61% of the companies in the medical distribution industry.

With 1.87% of outstanding shares, Mario Gabelli (Trades, Portfolio)'s GAMCO Investors is the company's largest guru shareholder, followed by Mairs and Power (Trades, Portfolio) with 0.53% and HOTCHKIS & WILEY with 0.33%.

Healthpeak Properties

Healthpeak Properties Inc. (PEAK) is trading around $32.24 per share as of Dec. 12.

9853cf5b1e2cc63be5b5c4da8a755a38.png

The company has a market cap of $16.92 billion and a GuruFocus profitability and growth rating of 7 out of 10. Its earnings per share have risen 8.80% over the last five years. Analysts project a three-year to five-year earnings growth rate of 2.04%. The return on equity of 14.41% and return on assets of 6.27% are outperforming 79% of companies in the REITs industry.

With 2.69% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.24% and Chris Davis (Trades, Portfolio) with 0.07%.

PNC Financial Services

PNC Financial Services Group Inc. (PNC) is trading around $158 per share as of Dec. 12.

22cd49c29463556f874a88c4efc73a20.png

With a market cap of $69 billion, the financial services company has a GuruFocus profitability and growth rating of 4 out of 10. Its earnings per share have risen 8.70% over the last five years. Analysts project a three-year to five-year earnings growth rate of 6.80%. The return on equity of 10.49% and return on assets of 1.36% are outperforming 60% of companies in the banking industry.

With 1.98% of outstanding shares, Warren Buffett (Trades, Portfolio)'s Berkshire Hathaway is the company's largest guru shareholder, followed by T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.33%, Pioneer Investments (Trades, Portfolio) with 0.21% and Charles Brandes (Trades, Portfolio) with 0.09%.

PRA Group

PRA Group Inc. (PRAA) is trading around $37.40 per share as of Dec. 12.

94ba8d9e6b434874ee984417a72dcecd.png

The company has a GuruFocus profitability and growth rating of 8 out of 10. Its earnings per share have declined 21.10% over the last five years. Analysts project a three-year to five-year earnings growth rate of 37%. The return on equity of 6.68% and return on assets of 1.85% are underperforming 53% of companies in the credit services industry.

With 4.10% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Simons' firm with 0.27%.

Disclosure: I do not own any stocks mentioned.

Read more here:

  • 6 Guru Stocks Beating the Market
  • 6 Stocks With Low Price-Earnings Ratios
  • 5 Guru Stocks Trading Below Peter Lynch Value



Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here

This article first appeared on GuruFocus.