U.S. Markets closed

7 Stocks With Great 12-Month Performances

- By Tiziano Frateschi

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


Thor Industries Inc. (THO) with a market cap of $5.79 billion has outperformed the S&P 500 Index by 85.6% over the last 12 months.

The company is engaged in manufacturing recreational vehicles in the U.S. and sells those vehicles in the U.S. and Canada. Its segments are towable recreational vehicles and motorized recreational vehicles.

Its shares are trading with a price-book (P/B) ratio of 4.42. According to the DCF calculator the company looks overpriced by 33% at $110.16 per share. The price is 111.07% above its 52-week low and 1.91% below its 52-week high.

The company has a profitability and growth rating of 8 out of 10. Its return on equity (ROE) of -23.66% and return on assets (ROA) of 14.89% are outperforming 88% of the companies in the Global Recreational Vehicles industry. Financial strength has a rating of 8 out of 10. The cash-debt ratio is 0.48 below the industry median of 0.59.

The largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 2.4% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 1.52% and Ken Heebner (Trades, Portfolio) with 1.33%.

Western Gas Partners LP (WES) with a market cap of $8.78 billion has outperformed the S&P 500 Index by 85.1% over the last 12 months.

The company is engaged in gathering, processing, compressing, treating and transporting natural gas, condensate, NGLs and crude oil for its subsidiaries as well as third-party producers and customers.

Its shares are trading with a P/B ratio of 2.23. According to the DCF calculator the company is overpriced by 316% at $64.24 per share. The price is 102.20% above its 52-week low and 4.74% below its 52-week high.

The company has a profitability and growth rating of 5 out of 10. While its ROE of 6.91% is underperforming the sector, its ROA of 7.10% is outperforming 51% of the companies in the Global Oil & Gas Midstream industry. Financial strength has a rating of 5 out of 10.

T Boone Pickens (Trades, Portfolio) is the largest shareholder among the gurus with 0.12% of outstanding shares followed by Simons with 0.05%.

Regions Financial Corp. (RF) with a market cap of $18.88 billion has outperformed the S&P 500 Index by 83.6% over the last 12 months.

The company provides traditional commercial, retail and mortgage banking services and other financial services in the fields of asset management, wealth management, securities brokerage, insurance, trust services and other specialty financing.

Its shares are trading with a P/B ratio of 1.9. According to the DCF calculator the company looks overpriced by 65% at $15.34 per share. The price is 112.76% above its 52-week low and 2.04% below its 52-week high.

Regions Financial has a profitability and growth rating of 8 out of 10. While its ROE of 6.43% is underperforming the sector, its ROA of 0.92% is outperforming 52% of the companies in the Global Banks - Regional - US industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.70 is below the industry median of 2.14.

Richard Pzena (Trades, Portfolio) is the company's largest shareholder among the gurus with 1.74% of outstanding shares followed by HOTCHKIS & WILEY with 1.33%, David Tepper (Trades, Portfolio) with 0.6%, John Burbank (Trades, Portfolio) with 0.25%, Arnold Schneider (Trades, Portfolio) with 0.09% and Ken Fisher (Trades, Portfolio) with 0.08%.

Bank of America Corp. (BAC) with a market cap of $247.09 billion has outperformed the S&P 500 Index by 81.8% over the last 12 months.

It is a bank holding and a financial holding company. Through its subsidiaries, it provides banking and nonbanking financial services and products throughout the U.S. and in selected international markets.

Its shares are trading with a P/B ratio of 0.98. According to the DCF calculator the company looks overpriced by 66% at $24.58 per share. The price is 110.99% above its 52-week low and 1.48% below its 52-week high.

The company has a profitability and growth rating of 5 out of 10. Its ROE of 5.62% and ROA of 0.76% are underperforming 71% of other companies in the Global Banks - Global industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.66 is below the industry median of 2.14.

The company's largest shareholder among the gurus is Dodge & Cox with 1.87% of outstanding shares followed by Barrow, Hanley, Mewhinney & Strauss with 0.71%, Fisher with 0.36%, HOTCHKIS & WILEY with 0.35%, Bill Nygren (Trades, Portfolio) with 0.33%, First Pacific Advisors (Trades, Portfolio) with 0.27%, Steven Romick (Trades, Portfolio) with 0.25%, Pzena with 0.23%, Steve Mandel (Trades, Portfolio) with 0.22% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.19%.

Morgan Stanley (MS) with a market cap of $87.24 billion has outperformed the S&P 500 Index by 77.2% over the last 12 months.

The company through its subsidiaries and affiliates provides financial products and services to a diversified group of clients and customers including corporations, governments, financial institutions and individuals.

Its shares are trading with a P/B ratio of 1.31. According to the DCF calculator the company looks overpriced by 50% at $46.58 per share. The price is 105.38% above its 52-week low and 0.51% below its 52-week high.

The company has a profitability and growth rating of 5 out of 10. Its ROE of 7.29% is outperforming and ROA of 0.74% is underperforming 59% of the companies in the Global Capital Markets industry. Financial strength has a rating of 6 out of 10.

The largest shareholder among the gurus is Jeff Ubben (Trades, Portfolio) with 1.44% of outstanding shares followed by T Rowe Price Equity Income Fund with 0.62%, Pzena with 0.53%, Diamond Hill Capital (Trades, Portfolio) with 0.44%, Spiros Segalas (Trades, Portfolio) with 0.3%, HOTCHKIS & WILEY with 0.23% and Heebner with 0.2%.

IDEXX Laboratories Inc. (IDXX) with a market cap of $12.59 billion has outperformed the S&P 500 Index by 77.1% over the last 12 months.

The company develops, manufactures and distributes products and provides services for the veterinary, bioresearch, water, livestock, poultry and dairy markets.

According to the DCF calculator the company looks overpriced by 222% at $143.02. The price is 103.56% above its 52-week low and 0.38% below its 52-week high.

The company has a profitability and growth rating of 9 out of 10 with ROA of 14.85% and return on capital (ROC) of 67.85% that are outperforming 85% of the companies in the Global Diagnostics & Research industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.33 is below the industry median of 2.44.

Ron Baron (Trades, Portfolio) is the largest shareholder among the gurus with 6.47% of outstanding shares.

CSX Corp. (CSX) with a market cap of $44.39 billion has outperformed the S&P 500 Index by 77.1% over the last 12 months.

The company operates as a transportation supplier. It provides rail-based transportation services including traditional rail service and the transport of intermodal containers and trailers.

Its shares are trading with a P/B ratio of 3.78. According to the DCF calculator the company is overpriced by 93% at $47.91 per share. The price is 103.18% above its 52-week low and 2.48% below its 52-week high.

The company has a profitability and growth rating of 7 out of 10. Its ROE of 14.72% and ROA of 4.93% are outperforming 69% of the companies in the Global Railroads industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 0.09 that is below the industry median of 0.34.

The largest shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with 0.59% of outstanding shares followed by PRIMECAP Management (Trades, Portfolio) with 0.54%, Sarah Ketterer (Trades, Portfolio) with 0.47% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

Start a free seven-day trial of Premium Membership to GuruFocus.

This article first appeared on GuruFocus.