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6 Companies That Beat the S&P 500 Index

GuruFocus.com

- By Tiziano Frateschi

The following are some of the stocks that outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.


ABB Ltd. ADR (ABB) with a market cap of $45.45 billion has outperformed the S&P 500 Index by 13.8% during the last 12 months .

One hedge fund is holding the company; it is trading with a price-earnings (P/E) (ttm) ratio of 28.17. According to the DCF calculator the company looks overpriced by 155% at $21.28; the price is now 35.20% above its 52-week low and 7.16% below its 52-week high.

The company has a profitability and growth rating of 6 out of 10. Its ROE of 11.93% and ROA of 4.03% are outperforming 58% of other companies in the Global Diversified Industrials industry. Financial strength has a rating of 6 out of 10. The cash to debt of 0.70 is below the industry median of 0.85.

ABB Ltd. provides power and automation technologies. It offers products, systems, solutions and services that are designed to boost industrial productivity, increase power grid reliability and enhance energy efficiency.

The company's largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.11% of outstanding shares.

Ambev SA ADR (ABEV) with a market cap of $79.69 billion has outperformed the S&P 500 Index by 11.6% during the last 12 months.

Four hedge funds are holding the company that is trading with a P/E ratio of 22.59. According to the DCF calculator the company looks undervalued by 15% at $5.11. The price is now 31.35% above its 52-week low and 20.03% below its 52-week high.

The company has a profitability and growth rating of 7 out of 10. Its ROE of 25.55% and ROA of 14.52% are outperforming 92% of other companies in the Global Beverages - Brewers industry. Financial strength has a rating of 7 out of 10. The cash to debt of 1.70 is above the industry median of 0.55.

Ambev SA produces, distributes and sells beer, carbonated soft drinks (CSDs) and other nonalcoholic and noncarbonated products. The company operates in Latin America North, Latin America South and Canada.

Manning & Napier Advisors Inc. is the company's largest shareholder among the gurus with 0.49% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.15%, Jim Simons (Trades, Portfolio) with 0.04% and Howard Marks (Trades, Portfolio) with 0.02%.

Barrick Gold Corp. (ABX) with a market cap of $19.1 billion has outperformed the S&P 500 Index by 100.2% during the last 12 months.

Five hedge funds are holding the company that is trading with a price-book (P/B) ratio of 2 .60.

GuruFocus' profitability and growth rating is 6 out of 10. Its ROE of -31.95% is underperforming the sector while its ROA of -9.20% is outperforming 50% of other companies in the Global Gold industry. Financial strength has a rating of 4 out of 10. The cash to debt of 0.31 is below the industry median of 9.01.

Barrick Gold produces and sells gold and copper. The company's business activities also include exploration and mine development. It holds interests in oil and gas properties located in Canada.

The company's largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 3% of outstanding shares followed by Simons with 0.97%, Caxton Associates (Trades, Portfolio) with 0.48%, George Soros (Trades, Portfolio) with 0.24% and Stanley Druckenmiller (Trades, Portfolio) with 0.16%.

American Campus Communities Inc. (ACC) with a market cap of $6.45 billion has outperformed the S&P 500 Index by 14.8% during the last 12 months.

Three hedge funds are holding the company, and the stock is trading with a P/E ratio of 59.50. According to the DCF calculator the company looks overpriced by 465% at $50.13, and the price is now 10.56% above its 52-week low and 26.33% below its 52-week high.

The company has a profitability and growth rating of 7 out of 10. Its ROE of 3.19% and ROA of 1.63% are underperforming 74% of other companies in the Global REIT - Residential industry. Financial strength has a rating of 5 out of 10. The cash to debt of 0.01 is below the industry median of 0.06.

American Campus Communities is a real estate investment trust (REIT). The company owns, manages and develops student housing properties in the U.S. in terms of beds owned, developed and under management.

Ron Baron (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.45% of outstanding shares followed by Simons with 0.35% and Chris Davis (Trades, Portfolio) with 0.27%.

Arch Capital Group Ltd. (ACGL) with a market cap of $10.54 billion has outperformed the S&P 500 Index by 13.1% during the last 12 months.

Three hedge funds are holding the company that is trading with a P/E (ttm) ratio of 16.33. According to the DCF calculator the company looks overpriced by 2% at the price of $86.50 that is 43.56% above its 52-week low and 2.85% below its 52-week high.

The company has a profitability and growth rating of 8 out of 10. Its ROE of 9.98% is underperforming the sector while its ROA of 2.79% is outperforming 51% of other companies in the Global Insurance - Reinsurance industry. Financial strength has a rating of 6 out of 10. The cash to debt of 0.49 is below the industry median of 2.63.

Arch Capital Group provides insurance and reinsurance through its wholly owned subsidiaries. It provides a full range of property and casualty insurance and reinsurance lines.

The company's largest shareholder among the gurus is Baron with 7.15% of outstanding shares followed by Simons with 0.89% and Steven Cohen (Trades, Portfolio) with 0.01%.

Aluminum Corp. of China Ltd. ADR (ACH) with a market cap of $6.16 billion has outperformed the S&P 500 Index by 21.3% during the last 12 months.

One hedge fund is holding the company; it is trading with a P/E ratio of 424.00. According to the DCF calculator the company looks overpriced by 2,549% at the price of $10.53 that is 50.36% above its 52-week low and 12.31% below its 52-week high.

The company has a profitability and growth rating of 6 out of 10 with ROE of 0.54% and ROA of 0.12% that are outperforming 73% of other companies in the Global Aluminum industry. Financial strength has a rating of 4 out of 10. The cash to debt of 0.17 is below the industry median of 9.01.

Aluminum Corp. of China is engaged in manufacturing and distribution of alumina, primary aluminum and aluminum fabricated products. It is also engaged in the development of bauxite-related resources, the production and fabrication.

Simons is the company's largest shareholder among the gurus with 0.06% of outstanding shares.

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

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This article first appeared on GuruFocus.