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Beating the Benchmark: American Airlines, Apple

- 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.


Agilent Technologies Inc. (A) with a market cap of $20.83 billion has outperformed the S&P 500 Index by 23.8% over the last 12 months.

Its shares are trading with a price-book (P/B) ratio of 4.52. According to the discounted cash flow (DCF) calculator the company is overpriced by 212% at $64.73 per share. The price is 50.82% above its 52-week low and 2.59% below its 52-week high.

The company has a profitability and growth rating of 6 out of 10. Its return on equity (ROE) of 14.48% and return on assets (ROA) of 7.98% are outperforming 74% of other companies in the Global Diagnostics & Research industry. Financial strength has a rating of 7 out of 10. The cash-debt ratio of 1.23 is below the industry median of 2.44.

The company's largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 1.57% of outstanding shares followed by Vanguard Health Care Fund (Trades, Portfolio) with 0.52%, Steven Cohen (Trades, Portfolio) with 0.41% and Columbia Wanger (Trades, Portfolio) with 0.1%.

Altaba Inc. (AABA) with a market cap of $57.11 billion has outperformed the S&P 500 Index by 35.6% over the last 12 months.

Its shares are trading with a P/B ratio of 1.79. The price of $64.4 is 69.87% above its 52-week low and 3.92% below its 52-week high.

The company has a profitability and growth rating of 7 out of 10. Its ROE of -0.05% and ROA of -0.03% are outperforming 84% of other companies in the Global Asset Management industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 5.25.

First Pacific Advisors (Trades, Portfolio) is the largest shareholder among the gurus with 0.85% of outstanding shares followed by PRIMECAP Management with 0.7%, David Tepper (Trades, Portfolio) with 0.58% and Steven Romick (Trades, Portfolio) with 0.55%.

American Airlines Group Inc. (AAL) with a market cap of $23.3 billion has outperformed the S&P 500 Index by 19.1% over the last 12 months.

Its shares are trading with a P/B ratio of 6.26. According to the DCF calculator the company looks overpriced by 9% at $47.7 per share. The price is 36.83% above its 52-week low and 12.44% below its 52-week high.

The company has a profitability and growth rating of 3 out of 10. While its ROE of 52.47% is outperforming the sector, its ROA of 3.98% is underperforming 56% of other companies in the Global Airlines industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.28 is below the industry median of 0.51.

The company's largest shareholder among the gurus is PRIMECAP Management with 10.58% of outstanding shares followed by Warren Buffett (Trades, Portfolio) with 9.65%, Cohen with 0.1% and Stanley Druckenmiller (Trades, Portfolio) with 0.08%.

Apple Inc. (AAPL) with a market cap of $777.63 billion has outperformed the S&P 500 Index by 19.5% over the last 12 months.

Its shares are trading with a P/B ratio of 5.88. According to the DCF calculator the company looks undervalued with a margin of safety of 40% at $150.55 per share . The price is 44.65% above its 52-week low and 8.72% below its 52-week high.

The company has a profitability and growth rating of 8 out of 10. Its ROE of 35.68% and ROA of 14.24% are outperforming 94% of other companies in the Global Consumer Electronics industry. Financial strength has a rating of 6 out of 10 with a cash-debt ratio of 0.71 that is above the industry median of 1.52.

Buffett is the largest shareholder among the gurus with 2.52% of outstanding shares followed by Spiros Segalas (Trades, Portfolio) with 0.21%, Ken Fisher (Trades, Portfolio) with 0.2% and Pioneer Investments (Trades, Portfolio) with 0.18%.

AbbVie Inc. (ABBV) with a market cap of $138 billion has outperformed the S&P 500 Index by 20.9% over the last 12 months.

Its shares are trading with a P/B ratio of 22.93. According to the DCF calculator the company looks overpriced by 99% at $86.57 per share. The price is 57.23% above its 52-week low and 3.48% below its 52-week high.

The company has a profitability and growth rating of 7 out of 10. Its ROE of 118.75% and ROA of 9.94% are outperforming 77% of other companies in the Global Drug Manufacturers industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.19 is below the industry median of 2.05.

The company's largest shareholder among the gurus is Larry Robbins (Trades, Portfolio) with 0.38% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.2% and Fisher with 0.04%.

Abbott Laboratories (ABT) with a market cap of $91.81 billion has outperformed the S&P 500 Index by 11% over the last 12 months.

Its shares are trading with a P/B ratio of 2.89. According to the DCF calculator the company looks largely overpriced by 668% at $52.61 per share. The price is 40.74% above its 52-week low and 0.32% below its 52-week high.

The company has a profitability and growth rating of 7 out of 10. Its ROE of 4.69% and ROA of 2.14% are outperforming 60% of other companies in the Global Medical Devices industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.41 is below the industry median of 2.54.

Vanguard Health Care Fund is the largest shareholder among the gurus with 1.23% of outstanding shares followed by PRIMECAP Management with 0.86%, Diamond Hill Capital (Trades, Portfolio) with 0.69% and Jeremy Grantham (Trades, Portfolio) with 0.3%.

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

This article first appeared on GuruFocus.