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The BRIC nations (Brazil, Russia, India, and China) represent emerging markets with much higher economic growth rates than developed economies such as the U.S. and Germany. Companies that operate in these countries often benefit from the high growth these countries are seeing today.

For a look at successful companies in these markets, we analyzed US-traded stocks of companies based in these four nations for those with impressive profitability, beating their industry peers on gross, operating, and pretax margins.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬


We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.



Do you think these stocks will continue to benefit from the high growth of the BRIC nations? Use this list as a starting-off point for your own analysis.

List sorted by difference between gross margin and industry.

1. Yongye International, Inc. (NASDAQ:YONG): Engages in the research, development, manufacture, and sale of fulvic acid based liquid and powder nutrient compounds for plants and animals, which are used in the agriculture industry in the People's Republic of China. Market cap of $219.70M. TTM gross margin at 58.62% vs. industry gross margin at 37.59%. TTM operating margin at 28.59% vs. industry operating margin at 17.12%. TTM pretax margin at 29.54% vs. industry pretax margin at 16.13%. The stock is a short squeeze candidate, with a short float at 9.84% (equivalent to 9.64 days of average volume). The stock has had a couple of great days, gaining 11.25% over the last week. The stock has performed poorly over the last month, losing 19.24%.

2. SORL Auto Parts, Inc. (NASDAQ:SORL):
Engages in the development, manufacture, and distribution of automotive brake systems and other safety related auto parts for commercial vehicles, such as trucks and buses. China. Market cap of $55.78M. TTM gross margin at 30.93% vs. industry gross margin at 19.99%. TTM operating margin at 12.77% vs. industry operating margin at 7.87%. TTM pretax margin at 12.16% vs. industry pretax margin at 7.34%. The stock is currently stuck in a downtrend, trading 12.49% below its SMA20, 18.8% below its SMA50, and 46.43% below its SMA200. The stock has performed poorly over the last month, losing 21.68%.

3. China Fire & Security Group, Inc. (NASDAQ:CFSG):
Engages in the design, development, manufacture, and sale of various fire safety products for the industrial and special purpose infrastructure industries, as well as the design and installation of industrial fire safety systems in the People's Republic of China and India. Market cap of $245.61M. TTM gross margin at 46.86% vs. industry gross margin at 32.54%. TTM operating margin at 17.90% vs. industry operating margin at 12.66%. TTM pretax margin at 18.78% vs. industry pretax margin at 11.01%. The stock is a short squeeze candidate, with a short float at 19.29% (equivalent to 10.86 days of average volume). The stock has gained 1.85% over the last year.

4. Seaspan Corp. (NYSE:SSW):
Operates the containerships that are engaged in the deep-sea container transportation business in Hong Kong. Market cap of $911.01M. TTM gross margin at 74.23% vs. industry gross margin at 58.35%. TTM operating margin at 47.14% vs. industry operating margin at 31.31%. TTM pretax margin at 17.85% vs. industry pretax margin at 17.29%. The stock has recently rebounded, and is currently trading 9.63% above its SMA20 and 5.14% above its SMA50. However, the stock still trades 10.82% below its SMA200. The stock has had a couple of great days, gaining 20.51% over the last week.

5. ChinaCast Education Corporation (OTCPK:CAST):
Provides post-secondary education and e-learning services in China. Market cap of $168.04M. TTM gross margin at 65.33% vs. industry gross margin at 53.63%. TTM operating margin at 28.93% vs. industry operating margin at 21.84%. TTM pretax margin at 21.21% vs. industry pretax margin at 18.39%. The stock is a short squeeze candidate, with a short float at 9.41% (equivalent to 15.07 days of average volume). The stock is currently stuck in a downtrend, trading 5.92% below its SMA20, 18.08% below its SMA50, and 38.46% below its SMA200. The stock has had a couple of great days, gaining 8.89% over the last week but has performed poorly over the last month, losing 20.23%.

6. Vivo Participacoes S.A. (NYSE:VIV):
Wireless Communications Industry in Brazil. Market cap of $11.14B. TTM gross margin at 60.71% vs. industry gross margin at 50.31%. TTM operating margin at 18.80% vs. industry operating margin at 15.38%. TTM pretax margin at 19.89% vs. industry pretax margin at 13.68%. The stock has had a couple of great days, gaining 5.33% over the last week.

7. Mobile Telesystems OJSC (NYSE:MBT):
Provides telecommunications services primarily in the Russian Federation, Ukraine, Uzbekistan, Turkmenistan, Armenia, and Belarus. Market cap of $14.85B. TTM gross margin at 70.45% vs. industry gross margin at 60.94%. TTM operating margin at 22.39% vs. industry operating margin at 22.19%. TTM pretax margin at 17.02% vs. industry pretax margin at 16.56%. The stock has had a couple of great days, gaining 5.82% over the last week.

8. Companhia de Bebidas Das Americas (AMBEV) (ABV):
Engages in the production, distribution, and sale of beer, draft beer, carbonated soft drinks, malt, and other non-alcoholic and non-carbonated products in the Americas. Brazil. Market cap of $102.98B. TTM gross margin at 68.54% vs. industry gross margin at 59.70%. TTM operating margin at 38.30% vs. industry operating margin at 23.06%. TTM pretax margin at 40.27% vs. industry pretax margin at 25.43%. The stock has gained 23.94% over the last year.

9. China Kanghui Holdings (NYSE:KH):
Develops, manufactures, and markets orthopedic implants and associated instruments. China. Market cap of $442.48M. TTM gross margin at 71.66% vs. industry gross margin at 65.82%. TTM operating margin at 43.05% vs. industry operating margin at 32.73%. TTM pretax margin at 43.22% vs. industry pretax margin at 27.91%. The stock is a short squeeze candidate, with a short float at 11.22% (equivalent to 22.59 days of average volume). The stock has lost 2.47% over the last year.

10. China Green Agriculture, Inc. (NYSE:CGA):
Engages in the research, development, manufacture, distribution, and sale of humic acid based compound fertilizers in China. Market cap of $128.34M. TTM gross margin at 38.60% vs. industry gross margin at 37.55%. TTM operating margin at 23.59% vs. industry operating margin at 17.06%. TTM pretax margin at 23.34% vs. industry pretax margin at 16.07%. The stock is a short squeeze candidate, with a short float at 12.24% (equivalent to 13.82 days of average volume). The stock has had a couple of great days, gaining 5.29% over the last week.

*Profitability data sourced from Fidelity, all other data sourced from Finviz.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 10 Highly Profitable Stocks From The BRIC Nations