20 S&P500 Stocks Reporting Earnings This Week With History Of Upside

Looking to trade on earnings season? To create this stock list we sorted through a list of S&P stocks reporting earnings this week  (April 29-May 3) for those with a history of surprising the market with positive earnings reports, with an average earnings surprise of at least 5% over the last five quarterly reports.

A history of beating expectations implies the market is consistently undervaluing their strength. Investors must decide if such a history, and possibility of new disappointments, are worth trading on.

Business Section: Investing Ideas

Do you think these S&P 500 companies with consecutive positive earnings surprises will continue their streak? 

Interactive Chart: Use the Compar-O-Matic to observe average analyst recommendations for some of the companies listed below-

Analyze These Ideas: Getting Started

1. American International Group, Inc. (AIG): The company operates property and casualty insurance networks worldwide and conducts activities in the U.S. life insurance and retirement services industry. Market cap at $62.42B, most recent closing price at $42.28. Earnings date: 5/02.

In Mar 2012: Reported EPS at 1.65 vs. estimate at 1.12 (surprise of 47.3%). In Jun 2012: Reported EPS at 1.06 vs. estimate at 0.57 (surprise of 86%). In Sep 2012: Reported EPS at 1 vs. estimate at 0.86 (surprise of 16.3%). In Dec 2012: Reported 0.2 vs. estimate at -0.08 (surprise of 350%. [Average earnings surprise at 124.9%].

2. The Allstate Corporation ( ALL): Engages in the personal property and casualty insurance, life insurance, retirement, and investment products businesses primarily in the United States. Market cap at $23.18B, most recent closing price at $49.53. Earnings date: 5/1.

In Mar 2012: Reported EPS at 1.42 vs. estimate at 1.12 (surprise of 26.8%). In Jun 2012: Reported EPS at 0.87 vs. estimate at 0.51 (surprise of 70.6%). In Sep 2012: Reported EPS at 1.46 vs. estimate at 1.13 (surprise of 29.2%). In Dec 2012: Reported 0.59 vs. estimate at -0.05 (surprise of 1280%. [Average earnings surprise at 351.65%]. 

3. Cummins Inc. ( CMI): Designs, manufactures, distributes, and services diesel and natural gas engines, electric power generation systems, and engine-related component products worldwide. Market cap at $21.28B, most recent closing price at $112.16. Earnings date: 4/30.

In Mar 2012: Reported EPS at 2.38 vs. estimate at 2.22 (surprise of 7.2%). In Jun 2012: Reported EPS at 2.45 vs. estimate at 2.28 (surprise of 7.5%). In Sep 2012: Reported EPS at 1.86 vs. estimate at 1.83 (surprise of 1.6%). In Dec 2012: Reported 2 vs. estimate at 1.75 (surprise of 14.3%. [Average earnings surprise at 7.65%].

4. Estee Lauder Companies Inc. ( EL): Engages in the manufacture, marketing, and sale of skin care, makeup, fragrance, and hair care products worldwide. Market cap at $26.65B, most recent closing price at $68.93. Earnings date: 5/2.

In Mar 2012: Reported EPS at 0.38 vs. estimate at 0.33 (surprise of 15.2%). In Jun 2012: Reported EPS at 0.17 vs. estimate at 0.16 (surprise of 6.3%). In Sep 2012: Reported EPS at 0.79 vs. estimate at 0.77 (surprise of 2.6%). In Dec 2012: Reported 1.16 vs. estimate at 1.05 (surprise of 10.5%. [Average earnings surprise at 8.65%].

5. Starwood Hotels & Resorts Worldwide Inc. ( HOT): Operates as a hotel and leisure company worldwide. Market cap at $12.18B, most recent closing price at $62.60 Earnings date: 4/30.

In Mar 2012: Reported EPS at 0.63 vs. estimate at 0.52 (surprise of 21.2%). In Jun 2012: Reported EPS at 0.7 vs. estimate at 0.62 (surprise of 12.9%). In Sep 2012: Reported EPS at 0.58 vs. estimate at 0.53 (surprise of 9.4%). In Dec 2012: Reported 0.7 vs. estimate at 0.65 (surprise of 7.7%. [Average earnings surprise at 12.8%].

6. Lincoln National Corp. ( LNC): Engages in multiple insurance and retirement businesses in the United States. Market cap at $9.04B, most recent closing price at $33.66. Earnings date: 5/1.

In Mar 2012: Reported EPS at 1 vs. estimate at 0.98 (surprise of 2%). In Jun 2012: Reported EPS at 1.09 vs. estimate at 1 (surprise of 9%). In Sep 2012: Reported EPS at 1.18 vs. estimate at 1.02 (surprise of 15.7%). In Dec 2012: Reported 1.1 vs. estimate at 1.06 (surprise of 3.8%. [Average earnings surprise at 7.62%].

7. Moody's Corp. ( MCO): Provides credit ratings and related research, data, and analytical tools; risk management software; and quantitative credit risk measures, credit portfolio management solutions, and training services in the United States, Europe, the Middle East, and Africa. Market cap at $12.26B, most recent closing price at $55.05. Earnings date: 5/3.

In Mar 2012: Reported EPS at 0.76 vs. estimate at 0.69 (surprise of 10.1%). In Jun 2012: Reported EPS at 0.76 vs. estimate at 0.7 (surprise of 8.6%). In Sep 2012: Reported EPS at 0.75 vs. estimate at 0.64 (surprise of 17.2%). In Dec 2012: Reported 0.75 vs. estimate at 0.69 (surprise of 8.7%. [Average earnings surprise at 11.15%].

8. MetLife, Inc. ( MET): Provides insurance, annuities, and employee benefit programs primarily in the United States, Japan, Latin America, the Asia Pacific, Europe, and the Middle East. Market cap at $42.68B, most recent closing price at $38.91. Earnings date: 5/1.

In Mar 2012: Reported EPS at 1.37 vs. estimate at 1.29 (surprise of 6.2%). In Jun 2012: Reported EPS at 1.33 vs. estimate at 1.25 (surprise of 6.4%). In Sep 2012: Reported EPS at 1.32 vs. estimate at 1.28 (surprise of 3.1%). In Dec 2012: Reported 1.25 vs. estimate at 1.18 (surprise of 5.9%. [Average earnings surprise at 5.4%].

9. Marathon Petroleum Corporation ( MPC): Engages in refining, transporting, and marketing petroleum products primarily in the United States and internationally. Market cap at $27.B, most recent closing price at $81.62. Earnings date: 4/30.

In Mar 2012: Reported EPS at 1.7 vs. estimate at 1.34 (surprise of 26.9%). In Jun 2012: Reported EPS at 2.53 vs. estimate at 2.51 (surprise of 0.8%). In Sep 2012: Reported EPS at 3.31 vs. estimate at 3.23 (surprise of 2.5%). In Dec 2012: Reported 2.26 vs. estimate at 2.1 (surprise of 7.6%. [Average earnings surprise at 9.45%].

10. Mylan, Inc. ( MYL): Engages in the development, manufacture, marketing, licensing, and distribution of generic and branded generic pharmaceuticals, specialty pharmaceuticals, and active pharmaceutical ingredients (APIs) worldwide. Market cap at $11.21B, most recent closing price at $29.28. Earnings date: 5/2.

In Mar 2012: Reported EPS at 0.52 vs. estimate at 0.5 (surprise of 4%). In Jun 2012: Reported EPS at 0.6 vs. estimate at 0.55 (surprise of 9.1%). In Sep 2012: Reported EPS at 0.83 vs. estimate at 0.77 (surprise of 7.8%). In Dec 2012: Reported 0.65 vs. estimate at 0.64 (surprise of 1.6%. [Average earnings surprise at 5.63%].

11. NiSource Inc. ( NI): Provides natural gas, electricity, and other products and services. Market cap at $9.72B, most recent closing price at $31.17. Earnings date: 4/30.

In Mar 2012: Reported EPS at 0.76 vs. estimate at 0.71 (surprise of 7%). In Jun 2012: Reported EPS at 0.23 vs. estimate at 0.2 (surprise of 15%). In Sep 2012: Reported EPS at 0.05 vs. estimate at 0.04 (surprise of 25%). In Dec 2012: Reported 0.44 vs. estimate at 0.43 (surprise of 2.3%. [Average earnings surprise at 12.32%].

12. Newell Rubbermaid Inc. ( NWL): Designs, manufactures, sources, packages, and distributes consumer and commercial products. Market cap at $7.72B, most recent closing price at $26.78. Earnings date: 5/3.

In Mar 2012: Reported EPS at 0.33 vs. estimate at 0.31 (surprise of 6.5%). In Jun 2012: Reported EPS at 0.47 vs. estimate at 0.45 (surprise of 4.4%). In Sep 2012: Reported EPS at 0.47 vs. estimate at 0.44 (surprise of 6.8%). In Dec 2012: Reported 0.43 vs. estimate at 0.42 (surprise of 2.4%. [Average earnings surprise at 5.02%].

13. Quanta Services, Inc. ( PWR): Provides specialty contracting services primarily in North America. Market cap at $5.92B, most recent closing price at $27.78. Earnings date: 5/2.

In Mar 2012: Reported EPS at 0.22 vs. estimate at 0.16 (surprise of 37.5%). In Jun 2012: Reported EPS at 0.31 vs. estimate at 0.3 (surprise of 3.3%). In Sep 2012: Reported EPS at 0.45 vs. estimate at 0.36 (surprise of 25%). In Dec 2012: Reported 0.48 vs. estimate at 0.35 (surprise of 37.1%. [Average earnings surprise at 25.72%].

14. Teradata Corporation ( TDC): Provides enterprise data warehousing solutions, including enterprise analytic technologies and services, and integrated marketing software. Market cap at $8.32B, most recent closing price at $50.43. Earnings date: 5/2.

In Mar 2012: Reported EPS at 0.6 vs. estimate at 0.56 (surprise of 7.1%). In Jun 2012: Reported EPS at 0.77 vs. estimate at 0.65 (surprise of 18.5%). In Sep 2012: Reported EPS at 0.69 vs. estimate at 0.67 (surprise of 3%). In Dec 2012: Reported 0.79 vs. estimate at 0.74 (surprise of 6.8%. [Average earnings surprise at 8.85%].

15. Visa, Inc. ( V): Operates retail electronic payments network worldwide. Market cap at $135.58B, most recent closing price at $168.76. Earnings date: 5/1.

In Mar 2012: Reported EPS at 1.6 vs. estimate at 1.51 (surprise of 6%). In Jun 2012: Reported EPS at 1.56 vs. estimate at 1.45 (surprise of 7.6%). In Sep 2012: Reported EPS at 1.54 vs. estimate at 1.5 (surprise of 2.7%). In Dec 2012: Reported 1.93 vs. estimate at 1.79 (surprise of 7.8%. [Average earnings surprise at 6.02%].

16. Valero Energy Corporation ( VLO): Operates as an independent petroleum refining and marketing company. Market cap at $22.85B, most recent closing price at $41.24. Earnings date: 4/30.

In Mar 2012: Reported EPS at 0.31 vs. estimate at 0.29 (surprise of 6.9%). In Jun 2012: Reported EPS at 1.5 vs. estimate at 1.43 (surprise of 4.9%). In Sep 2012: Reported EPS at 1.9 vs. estimate at 1.75 (surprise of 8.6%). In Dec 2012: Reported 1.88 vs. estimate at 1.18 (surprise of 59.3%. [Average earnings surprise at 19.92%].

17. Wisconsin Energy Corp. ( WEC): Engages in the generation, distribution, and sale of electric energy and steam. Market cap at $10.1B, most recent closing price at $44.14. Earnings date: 4/30.

In Mar 2012: Reported EPS at 0.74 vs. estimate at 0.73 (surprise of 1.4%). In Jun 2012: Reported EPS at 0.51 vs. estimate at 0.44 (surprise of 15.9%). In Sep 2012: Reported EPS at 0.67 vs. estimate at 0.57 (surprise of 17.5%). In Dec 2012: Reported 0.43 vs. estimate at 0.41 (surprise of 4.9%. [Average earnings surprise at 9.92%].

18. The Washington Post Company ( WPO): Operates as a diversified education and media company in the United States and internationally. Market cap at $3.31B, most recent closing price at $446.24. Earnings date: 5/3.

In Jun 2011: Reported EPS at 6.67 vs. estimate at 5.87 (surprise of 13.6%). In Sep 2011: Reported EPS at 4.95 vs. estimate at 3.85 (surprise of 28.6%). In Dec 2011: Reported EPS at 8.96 vs. estimate at 5.36 (surprise of 67.2%). In Sep 2012: Reported 6.79 vs. estimate at 1.31 (surprise of 418.3%. [Average earnings surprise at 131.92%].

19. United States Steel Corp. ( X): Produces and sells steel mill products in North America and Central Europe. Market cap at $2.54B, most recent closing price at $17.62. Earnings date: 4/30.

In Mar 2012: Reported EPS at 0.67 vs. estimate at 0.45 (surprise of 48.9%). In Jun 2012: Reported EPS at 0.69 vs. estimate at 0.47 (surprise of 46.8%). In Sep 2012: Reported EPS at 0.14 vs. estimate at 0 (surprise of N/A). In Dec 2012: Reported -0.41 vs. estimate at -0.75 (surprise of 45.3%. [Average earnings surprise at 47%]

20. Xcel Energy Inc. ( XEL ): Engages in the generation, purchase, transmission, distribution, and sale of electricity to residential, commercial, and industrial customers, as well as to public authorities in the United States. Market cap at $15.48B, most recent closing price at $31.32. Earnings date: 5/2.

In Mar 2012: Reported EPS at 0.38 vs. estimate at 0.37 (surprise of 2.7%). In Jun 2012: Reported EPS at 0.38 vs. estimate at 0.36 (surprise of 5.6%). In Sep 2012: Reported EPS at 0.78 vs. estimate at 0.73 (surprise of 6.8%). In Dec 2012: Reported 0.29 vs. estimate at 0.27 (surprise of 7.4%. [Average earnings surprise at 5.63%].

 

-Ryan Horch, Kapitall

 

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