10 Stocks Surging During the Selloff
BOSTON (
) -- The
S&P 500
has tumbled 5.6% in the past month as weak data spurred a migration into bonds. Not all stocks have suffered in the selloff. Here are the 10 stocks that made the biggest gains during the correction. Excluded from the list are telecom and utility stocks, which have countercyclical appeal because of their steady performance and large dividends. The stocks are ordered by monthly return, smallest to largest.
10. Amazon
Company Profile
Amazon
(AMZN) - Get Amazon.com Inc. Report
is the world's largest online retailer. The company designs its websites to enable millions of unique products to be sold by its and by third parties across dozens of product categories. It also manufactures and sells the Kindle e-reader.
Income Statement
Second-quarter profit soared 45% to $206 million, or 45 cents a share, as revenue gained 41%. The operating margin narrowed from 4.7% to 4.5%.
Balance Sheet
Amazon has $5.1 billion of cash and $132 million of debt.
Stock Ratios
Its stock trades at a forward earnings multiple of 35 and a book value multiple of 9.6, premiums to indices, but modest discounts to Internet retail peer averages.
TheStreet Recommends
Analyst Ratings
Roughly 54% of analysts covering Amazon.com rate its stock "buy." A median target of $142.69 implies a return of 15%. Click here for
TheStreet Ratings report on Amazon.
9. Pfizer
Company Profile
Pfizer
(PFE) - Get Pfizer Inc. Report
is a research-based global pharmaceutical company which discovers, develops, manufactures and markets prescription medicines for humans and animals.
Income Statement
Second-quarter net income gained 9.5% to $2.5 billion, but earnings per share fell 8.8% to 31 cents, hurt by a larger float. Revenue soared 58%. The operating margin fell from 34% to 31%.
Balance Sheet
Pfizer has $19 billion of cash and $43 billion of debt, equaling a debt-to-equity ratio of 0.5.
Stock Ratios
Pfizer stock sells for a forward earnings multiple of 7 and a book value multiple of 1.5, 44% and 69% discounts to industry averages.
Pfizer has about 8.04 billion shares outstanding, giving it a market capitalization of roughly $128 billion at the current share price of $16 and change.
Analyst Ratings
Of researchers covering Pfizer, 71% rate its stock "buy." A median target of $19.92 suggests 24% of upside. Click here for
TheStreet Ratings report on Pfizer.
8. eBay
Company Profile
eBay
provides online marketplaces for the sale of goods and services as well as other online commerce, or e-commerce, platforms and online payment solutions to a diverse community of individuals and businesses.
Income Statement
Second-quarter profit increased 26% to $412 million, or 31 cents a share, as revenue expanded 5.6% to $2.2 billion. The operating margin stretched from 20% to 22%.
Balance Sheet
eBay has $4.9 billion of cash and no debt.
Stock Ratios
Its stock trades at a forward earnings multiple of 13, a book value multiple of 2.1 and a cash flow multiple of 11, 49%, 63% and 27% discounts to peer averages.
Analyst Ratings
Of analysts following eBay, 15, or 54%, rate its stock "buy", 12 rate it "hold" and one ranks it "sell." A median target of $26.61 implies a return of 17%.
7. Archer-Daniels-Midland
Company Profile
Archer-Daniels-Midland
(ADM) - Get Archer-Daniels-Midland Company Report
is a processor of oilseeds, corn, wheat, cocoa, and other feedstuffs and is a manufacturer of vegetable oil and protein meal, corn sweeteners, flour, biodiesel, ethanol, and other value-added food and feed ingredients.
Income Statement
Fiscal fourth-quarter profit multiplied to $446 million, or 69 cents a share, from $58 million, or 9 cents, a year earlier. Revenue decreased 5%. The operating margin widened from 0.3% to 3.8%.
Stock Ratios
ADM's stock sells for a forward earnings multiple of 9.6, a book value multiple of 1.3 and a cash flow multiple of 7.2, 35%, 65% and 39% discounts to peer averages.
Analyst Ratings
Around 85% of analysts rate the stock "buy." A median target of $36.36 implies 22% of growth.
6. Family Dollar Stores
Company Profile
Family Dollar Stores
(FDO)
operates more than 6,600 general merchandise retail discount stores in 44 states. Merchandise assortment includes consumables, home products, apparel accessories, seasonal and electronics.
Income Statement
Fiscal third-quarter profit expanded 19% to $104 million, or 77 cents a share, as revenue grew 8.4%. The operating margin extended from 7.5% to 8.5%.
Balance Sheet
Family Dollar has $445 million of cash and $250 million of debt.
Stock Ratios
The stock trades at a forward earnings multiple of 15 and a cash flow multiple of 10, on par with competitors' shares. Its PEG ratio, a measure of value relative to predicted growth, of 0.7 signals a 30% discount to fair value.
Analyst Ratings
Around 54% of analysts following Family Dollar rate its stock "buy."
5. Salesforce.com
Company Profile
Salesforce.com
(CRM) - Get Salesforce Inc. Report
provides customer relationship management service to businesses of all sizes and industries worldwide and provides a technology platform for customers and developers to build and run applications.
Income Statement
Fiscal second-quarter profit dropped 30% to $15 million, or 11 cents a share, as revenue increased 25%. The operating margin declined from 9.3% to 7.5%.
Balance Sheet
Salesforce.com has $742 million of cash and $461 million of debt.
Stock Ratios
The stock sells for a forward earnings multiple of 72 and a cash flow multiple of 41, 225% and 141% premiums to peer averages.
Analyst Ratings
Of researchers covering the stock, 57% rate it "buy." A median target of $110.15 implies that the stock is slightly overpriced.
4. Ameriprise Financial
Company Profile
Ameriprise
(AMP) - Get Ameriprise Financial Inc. Report
through its subsidiaries is engaged in providing financial planning, products and services as solutions for its clients' cash and liquidity, asset accumulation, income, protection and estate and wealth transfer needs.
Income Statement
Second-quarter profit more than doubled to $259 million, or 98 cents a share, as revenue grew 36%. The operating margin rose from 9.6% to 23%.
Balance Sheet
Ameriprise has $5.7 billion of cash and $8.5 billion of debt.
Stock Ratios
The stock trades at a forward earnings multiple of 8.6, a book value multiple of 1 and a cash flow multiple of 6.6, 38%, 34% and 52% discounts to peer averages.
Analyst Ratings
Roughly 69% of analysts covering the stock rank it "buy." A median target of $53.20 suggests a return of 22%.
3. CF Industries
Company Profile
CF Industries
(CF) - Get CF Industries Holdings Inc. Report
is a manufacturer and distributor of nitrogen and phosphate fertilizer products in North America. Its principal products are ammonia, urea, urea ammonium nitrate solution, diammonium phosphate (DAP) and monoammonium phosphate.
Income Statement
Second-quarter net income tumbled 51% to $105 million and earnings per share dropped 64% to $1.54, hurt by a larger float. Revenue expanded 32%. The operating margin narrowed from 41% to 28%.
Balance Sheet
CF Industries has $601 million of cash and $2.6 billion of debt.
Stock Ratios
The stock sells for a forward earnings multiple of 11 and a book value multiple of 1.7, 28% and 54% discounts to industry averages.
Analyst Ratings
Around 67% of researchers rate the stock "buy." A median target of $97.70 implies 6% of growth.
2. Citrix Systems
Company Profile
Citrix
(CTXS) - Get Citrix Systems Inc. Report
designs, develops and market technology solutions that allow applications to be delivered, supported, and shared on-demand with high performance, enhanced security, and improved total cost of ownership.
Income Statement
Second-quarter profit gained 12% to $48 million, or 25 cents a share, as revenue grew 17%. The operating margin rose from 12% to 16%.
Balance Sheet
Citrix has $823 million of cash and no debt.
Stock Ratios
The stock trades at a forward earnings multiple of 26 and a book value multiple of 4.6, on par with industry averages. Its PEG ratio of 0.6 signals a 40% discount to estimated fair value.
Analyst Ratings
Roughly 34% of analysts following Citrix rate its stock "buy." A median target of $56.76 suggests that the stock is overpriced.
1. Priceline.com
Company Profile
Priceline
(PCLN)
is an online travel company that offers its customers a range of travel services, including hotel rooms, car rentals, airline tickets, vacation packages, cruises and destination services.
Income Statement
Second-quarter profit increased 72% to $115 million, or $2.26 a share, as revenue expanded 27%. The operating margin widened from 18% to 23%.
Balance Sheet
Priceline.com has $1.2 billion of cash and $508 million of debt.
Stock Ratios
The stock sells for a forward earnings multiple of 19, a 49% discount to the Internet retail industry average. But the shares are expensive based on book value and cash flow.
Analyst Ratings
Around 72% of analysts rate the stock "buy." A median target of $306.92 implies a 4% return.
-- Written by Jake Lynch in Boston.
Reader Also Like:
Web of Lies? Brands Hire to Secure Rep
10 Highest-Rated Dow Dividend Stocks
Become a fan of TheStreet on Facebook.
Disclosure: TheStreet's editorial policy prohibits staff editors, reporters and analysts from holding positions in any individual stocks.
