Seeking Alpha
Value, growth, long-term horizon, medium-term horizon
Profile| Send Message|
( followers)  

The following is a list of high growth companies trading at decent valuations, based on the following screen:

  • All stocks have a market cap over $2B
  • All stocks have a positive dividend yield
  • All stocks have seen sales and EPS grow by more than 10% over the last 5 years
  • All stocks have projected EPS and sales growth above 10% over the next 5 years (according to Thomson estimates)
  • ROE and ROA both above 10% (ttm)
  • All stocks have seen positive EPS and sales growth on a y/y basis during the most recent quarter
  • To control for valuation, all stocks have forward P/Es below 15, and PEG ratios below 2

Here is the output of the screen. More detailed analysis follows below.

click for expanded images



1. Alliance Holdings GP, L.P. (NASDAQ:AHGP): Nonmetallic Mineral Mining Industry. Forward P/E of 12.38, and PEG ratio of 1.2. Dividend yield of 5%, with analysts projecting EPS growth of 14% over the next 5 years. ROE at 21.07%, ROA at 49.02% (ttm). The stock has gained 93.44% over the last year.

2. Aixtron Aktiengesellschaft (NASDAQ:AIXG): Diversified Machinery Industry. Forward P/E of 14.67, and PEG ratio of 0.32. Dividend yield of 0.66%, with analysts projecting EPS growth of 58.4% over the next 5 years. ROE at 20.7%, ROA at 31.47% (ttm). The stock has gained 65.25% over the last year.

3. Coach Inc. (NYSE:COH): Textile Industry. Forward P/E of 13.44, and PEG ratio of 1.18. Dividend yield of 1.53%, with analysts projecting EPS growth of 14.29% over the next 5 years. ROE at 29.21%, ROA at 45.91% (ttm). The stock has gained 30.45% over the last year.

4. DeVry, Inc. (NYSE:DV): Education & Training Services Industry. Forward P/E of 10.69, and PEG ratio of 0.71. Dividend yield of 0.41%, with analysts projecting EPS growth of 20.16% over the next 5 years. ROE at 14.12%, ROA at 24.24% (ttm). The stock has lost 5.59% over the last year.

5. Guess? Inc. (NYSE:GES): Apparel Stores Industry. Forward P/E of 11.65, and PEG ratio of 0.98. Dividend yield of 1.66%, with analysts projecting EPS growth of 14.08% over the next 5 years. ROE at 18.82%, ROA at 27.49% (ttm). The stock has gained 29.94% over the last year.

6. Global Payments Inc. (NYSE:GPN): Business Services Industry. Forward P/E of 12.63, and PEG ratio of 1.18. Dividend yield of 0.2%, with analysts projecting EPS growth of 13.15% over the next 5 years. ROE at 12%, ROA at 27.11% (ttm). The stock has lost 8.64% over the last year.

7. Herbalife Ltd. (NYSE:HLF): Drug Related Products Industry. Forward P/E of 11.38, and PEG ratio of 0.97. Dividend yield of 1.75%, with analysts projecting EPS growth of 15% over the next 5 years. ROE at 21.05%, ROA at 69.67% (ttm). The stock has lost 81.71% over the last year.

8. Harris Corp. (NYSE:HRS): Communication Equipment Industry. Forward P/E of 9.72, and PEG ratio of 0.72. Dividend yield of 1.89%, with analysts projecting EPS growth of 15% over the next 5 years. ROE at 12.21%, ROA at 27.67% (ttm). The stock has lost 51.55% over the last year.

9. Mastercard Incorporated (NYSE:MA): Business Services Industry. Forward P/E of 13.31, and PEG ratio of 0.94. Dividend yield of 0.28%, with analysts projecting EPS growth of 18.18% over the next 5 years. ROE at 23.02%, ROA at 48.74% (ttm). The stock has lost 5.44% over the last year.

10. Newmont Mining Corp. (NYSE:NEM): Gold Industry. Forward P/E of 14.91, and PEG ratio of 0.69. Dividend yield of 1.05%, with analysts projecting EPS growth of 24.43% over the next 5 years. ROE at 13.72%, ROA at 16.11% (ttm). The stock has lost 38.86% over the last year.

11. Oracle Corp. (NYSE:ORCL): Application Software Industry. Forward P/E of 11.66, and PEG ratio of 1.53. Dividend yield of 0.82%, with analysts projecting EPS growth of 13.07% over the next 5 years. ROE at 11.26%, ROA at 21.95% (ttm). The stock has lost 14.16% over the last year.

12. Ross Stores Inc. (NASDAQ:ROST): Apparel Stores Industry. Forward P/E of 10.93, and PEG ratio of 0.9. Dividend yield of 1.25%, with analysts projecting EPS growth of 14.36% over the next 5 years. ROE at 18.2%, ROA at 43.59% (ttm). The stock has lost 14.23% over the last year.

13. Smith & Nephew plc (NYSE:SNN): Medical Appliances & Equipment Industry. Forward P/E of 12.03, and PEG ratio of 1.16. Dividend yield of 1.59%, with analysts projecting EPS growth of 12.6% over the next 5 years. ROE at 12.13%, ROA at 26.35% (ttm). The stock has lost 15.74% over the last year.

14. Telecom Argentina S A (NYSE:TEO): Diversified Communication Services Industry. Forward P/E of 9.72, and PEG ratio of 1.04. Dividend yield of 4.47%, with analysts projecting EPS growth of 10.12% over the next 5 years. ROE at 14.3%, ROA at 29.17% (ttm). The stock has lost 54.13% over the last year.

15. Tupperware Brands Corporation (NYSE:TUP): Packaging & Containers Industry. Forward P/E of 10.31, and PEG ratio of 1.02. Dividend yield of 2.38%, with analysts projecting EPS growth of 12% over the next 5 years. ROE at 12.21%, ROA at 35.93% (ttm). The stock has lost 33.31% over the last year.

Disclosure: No positions

Source: 15 High Quality, High Growth Stocks Trading at Good Valuations