According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings and total returns since the beginning of the year are positive. At least five gurus are shareholders in these companies.
Aaron's Inc. (AAN, Financial)
The furniture and consumer electronics retailer has a market cap of $2.76 billion.
GuruFocus rated the company's business predictability 4.5 out of 5 stars. The stock has risen 22.3% since the beginning of the year.
The stock is trading with a price-earnings (P/E) ratio of 20.02. The price has been as high as $48.22 and as low as $22.37 in the last 52 weeks. It is currently trading 19.06% below its 52-week high and 74.47% above its 52-week low. According to the discounted cash flow (DCF) calculator, the stock is overpriced by 63% at $38.83.
Among the 10 gurus invested in Aaron's, Diamond Hill Capital (Trades, Portfolio) is the largest shareholder with 3.5% of outstanding shares, followed by First Pacific Advisors (Trades, Portfolio) with 1.48%, Mario Gabelli (Trades, Portfolio) with 1.05% and FPA Capital Fund (Trades, Portfolio) with 0.68%.
ACI Worldwide Inc. (ACIW, Financial)
The software developer has a market cap of $2.72 billion. Its main business is to facilitate electronic payments.
GuruFocus rated the company's business predictability 4 out of 5 stars. The stock has gained 26.9% since the beginning of the year.
The stock is trading with a P/E ratio of 104.68. The price has been as high as $24.65 and as low as $15.11 the last 52 weeks. It is currently trading 6.57% below its 52-week high and 52.42% above its 52-week low. According to the DCF calculator, the stock is overpriced at $23.06.
Five hedge funds hold a total of 1.91% of the company's outstanding shares. The largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 0.85% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.53% and Jim Simons (Trades, Portfolio) with 0.31%.
Accenture PLC (ACN, Financial)
The management consultant company has a market cap of $88.09 billion.Â
GuruFocus rated the company's business predictability 5 out of 5 stars. The stock has gained 15.5% since the beginning of the year.
The stock is trading with a P/E ratio of 24.45. The price has been as high as $138.27 and as low as $112.31 in the last 52 weeks. It is currently trading 0.18% below its 52-week high and 25.94% above its 52-week low. According to the DCF calculator, the stock is overpriced by 31% at $136.66.
Among the 12 gurus invested in the company Jeremy Grantham (Trades, Portfolio) has the largest position with 0.44% of outstanding shares, followed by MS Global Franchise Fund (Trades, Portfolio) with 0.06%, Paul Singer (Trades, Portfolio) with a 0.03% call option and Wallace Weitz (Trades, Portfolio) with 0.03%.
Automatic Data Processing Inc. (ADP, Financial)
The business services company has a market cap of $48.07 billion. Its human resources business provides services such as payroll processing and benefits administration.
GuruFocus rated the company's business predictability 4 out of 5 stars. The stock has risen 6.9% year to date.
The stock is trading with a P/E ratio of 28.09. The price has been as high as $121.77 and as low as $85.48 the last 52 weeks. It is currently trading 11.18% below its 52-week high and 26.53% above its 52-week low. According to the DCF calculator, the stock is overpriced at $106.79.
Of the 16 gurus with positons in Automatic Data Processing, Bill Ackman (Trades, Portfolio) has the largest holding with 8.28% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.77%.
The managed health care company has a market cap of $51 billion.
GuruFocus rated the company's business predictability 5 out of 5 stars. The stock has gained 24.8% since the beginning of the year.
The stock is trading with a P/E ratio of 33.53. The price has been as high as $164.52 and as low as $104.59 the last 52 weeks. It is currently trading 6.66% below its 52-week high and 46.83% above its 52-week low. According to the DCF calculator, the stock is overvalued at $153.39.
A total of 16 gurus are Aetna shareholders. With 1.54% of outstanding shares, Vanguard Health Care Fund (Trades, Portfolio) is the company's largest guru shareholder, followed by Chris Davis (Trades, Portfolio) with 1.2% and Larry Robbins (Trades, Portfolio) with 1%.
American Financial Group Inc. (AFG, Financial)
The property and casualty insurance company has a market cap of $9.02 billion.
GuruFocus rated the company's business predictability 3.5 out of 5 stars. The stock has gained 19.1% since the beginning of the year.
The stock is trading with a P/E ratio of 11.51. The price has been as high as $105.58 and as low as $73.38 the last 52 weeks. It is currently trading 2.89% below its 52-week high and 39.72% above its 52-week low. According to the DCF calculator, the stock is undervalued with a margin of safety of 11% at $102.17.
Among the six gurus invested in the company, Simons has the largest position with 0.19% of outstanding shares, followed by Royce with 0.12%, Steven Cohen (Trades, Portfolio) with 0.11% and Caxton Associates (Trades, Portfolio) with 0.01%.
The biotechnology company has a market cap of $135.54 billion.
GuruFocus rated the company's business predictability 4.5 out of 5 stars. The stock has risen 29.4% since the beginning of the year.
The stock is trading with a P/E ratio of 16.90. The price has been as high as $191.10 and as low as $133.64 the last 52 weeks. It is currently trading 2.79% below its 52-week high and 39% above its 52-week low. According to the DCF calculator, the stock is undervalued with a margin of safety of 11% at $186.64.
Of the 24 gurus invested in Amgen, PRIMECAP Management (Trades, Portfolio) is the largest shareholder with 3.15% of outstanding shares, followed by Simons with 0.47%, David Carlson (Trades, Portfolio) with 0.06% and First Eagle Investment with 0.06%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
