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6 Large-Cap Stocks Beating the Market

- By Tiziano Frateschi

According to the GuruFocus All-in-One Guru Screener, the following stocks have outperformed the Standard & Poor's 500 index over the last 12 months and were bought by gurus during the third quarter.


Cable One Inc. (CABO) has a market cap of $5.2 billion. It has outperformed the S&P 500 Index by 30% over the last 12 months.

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The stock is trading with a price-book ratio of 6.96. According to the discounted cash flow calculator, the stock is overpriced by 84% at $911.32 per share. The share price is 597.40% above its 52-week low and 1.41% below its 52-week high.

The broadband, voice and video services provider has a profitability and growth rating of 8 out of 10. The return on equity of 39.23% and return on assets of 11.88% are outperforming 89% of the companies in the Global Telecom Services industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.20 is below the industry median of 0.30.

The company's largest shareholder among the gurus is Lou Simpson (Trades, Portfolio) with 6.13% of outstanding shares, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 3.8%, Tom Gayner (Trades, Portfolio) with 0.09% and Mario Gabelli (Trades, Portfolio) with 0.08%.

With a market cap of $8.05 billion, Credit Acceptance Corp. (CACC) has outperformed the S&P 500 by 33.6% over the last 12 months.

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The stock is trading with a price-earnings ratio of 13.84. According to the DCF calculator, the stock is undervalued with a 52% of margin of safety at $424.12 per share. The share price is currently 9.23% above its 52-week low and 41.85% below its 52- week high.

The consumer finance company has a profitability and growth rating of 9 out of 10. The return on equity of 32.04% and return on assets of 9.94% are outperforming 88% of companies in the Global Credit Services industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.02 is below the industry median of 8.43.

Ruane Cunniff (Trades, Portfolio) is the company's largest guru shareholder with 5.63% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.24% and Lee Ainslie (Trades, Portfolio) with 0.07%.

CAE Inc. (CAE) has a market cap of $5.66 billion. It has outperformed the S&P 500 by 19.5% over the last 12 months.

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The stock is trading with a price-earnings ratio of 21.28. According to the DCF calculator, the stock is overpriced by 90% at $21 per share. The share price is currently 48.80% above its 52-week low and 5.53% below its 52-week high.

The company manufactures simulation technologies, modelling technologies and training services. It has a profitability and growth rating of 9 out of 10. The return on equity of 15.94% and return of assets of 6.21% are outperforming 71% of companies in the Global Aerospace and Defense industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.39 is below the industry median of 0.53.

The company's largest guru shareholder is Simons' firm with 0.79% of outstanding shares, followed by the Pioneer Investments (Trades, Portfolio) with 0.06%.

With a market cap of $6.77 billion, Companhia Brasileira De Distribuicao (CBD) has outperformed the S&P 500 by 17.8% over the last 12 months.

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The stock is trading with a price-earnings ratio of 22.90. According to the DCF calculator, the stock is overpriced by 144% at $25 per share. The share price is currently 41.09% above its 52-week low and 5.74% below its 52-week high.

The retail and distribution group has a profitability and growth rating of 5 out of 10. While the return on equity of 17.17% is outperforming the sector, the return on assets of 3.91% is underperforming 51% of companies in the Global Discount Stores industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.39 is below the industry median of 0.99.

With 0.73% of outstanding shares, Bestinfond (Trades, Portfolio) is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 0.43%.

CBRE Group Inc. (CBRE) has a market cap of $15.74 billion. It has outperformed the S&P 500 by 7.2% over the last 12 months.

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The stock is trading with a price-earnings ratio of 19.15. According to the DCF calculator, the stock is overpriced by 79% at $46.16 per share. The share price is currently 23.26% above its 52-week low and 8.47% below its 52-week high.

The real estate services company has a profitability and growth rating of 7 out of 10. The return on equity of 19.63% and return on assets of 6.92% are outperforming 76% of companies in the Global Real Estate Services industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.16 is below the industry median of 0.33.

The company's largest guru shareholder is Jeff Ubben (Trades, Portfolio)'s ValueAct with 5.84% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 0.55% and Ron Baron (Trades, Portfolio) with 0.48%.

With a market cap of $22.8 billion, Coca-Cola European Partners PLC (CCEP) has outperformed the S&P 500 Index by 27.8% over the last 12 months.

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The stock is trading with a price-earnings ratio of 28.06. According to the DCF calculator, the stock is overpriced by 162% at $48 per share. The share price is currently 32.71% above its 52-week low and 2.89% below its 52-week high.

The company, which manufactures soft drinks, has a profitability and growth rating of 5 out of 10. While the return on equity of 10.46% is outperforming the sector, the return on assets of 3.83% is underperforming 52% of companies in the Global Beverages - Soft Drinks industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.09 is below the industry median of 0.73.

With 2.29% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Pioneer Investments with 0.52%, Simons' firm with 0.07% and George Soros (Trades, Portfolio) with 0.06%.

Disclosure: I do not own any stocks mentioned.

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This article first appeared on GuruFocus.