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The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
The Top 25 of the 2014 Value Investor 500
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The Top 25 of the 2014 Value Investor 500

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Every year Fortune publishes its highly regarded Fortune 500, a list of the top 500 companies in the U.S. by revenue. While the revenue a business brings in is important, it should never be the gauge …

Every year Fortune publishes its highly regarded Fortune 500, a list of the top 500 companies in the U.S. by revenue. While the revenue a business brings in is important, it should never be the gauge for the success of a business or management team. As an investor, the most important measure is the return a company earns on the cash it invests. For that reason I created the Value Investor 500, a qualitative look at the top 500 publicly traded companies in the U.S. Read on for more on the Value Investor 500, the top 25 stocks on it, and one Value Investor 500 company Warren Buffett and the Motley Fool both like right now.

You can read more here http://www.fool.com/investing/general/2014/05/24/the-value-investor-500-2014.aspx

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  • 1. The Top 25 of the Value Investor 500
  • 2. #25 Gilead Sciences (Nasdaq: GILD) Source: Wikimedia Commons • Biopharmaceutical company focused on discovering, developing, and commercializing medicines to combat HIV, cancer, liver diseases such as hepatitis B hepatitis C, as well as serious cardiovascular and respiratory conditions. 5 Year Average Pre-tax ROIC: 50.8% Source: S&P Capital IQ 69.59% 58.14% 61.43% 37.49% 27.33% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 2009 2010 2011 2012 2013 Gilead Sciences Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 3. #24 Dollar Tree (Nasdaq: DLTR) Source: Dollar Tree • Dollar Tree operates 4,992 discount variety stores selling everything for $1.00 or less. • The company’s stores operate under the names Dollar Tree, Deal$, Dollar Giant, and Dollar Bills throughout the United States and Canada. 40.85% 48.70% 54.85% 62.03% 55.08% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 2009 2010 2011 2012 2013 Dollar Tree Pre-Tax ROIC Pre-Tax ROIC 5 Year Average Pre-tax ROIC: 52.3% Source: S&P Capital IQ, @DanDzombak
  • 4. #23 The Gap (NYSE: GPS) 5 Year Average Pre-tax ROIC: 53.2% 51.69% 59.94% 42.42% 54.83% 57.04% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 2009 2010 2011 2012 2013 The Gap Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak Source: The Gap • The Gap operates 3,539 clothing stores, 375 of those through franchisees, under the retail brands Gap, Banana Republic, Old Navy, Piperlime, Athleta, and Intermix.
  • 5. #22 Philip Morris International (NYSE: PM) 5 Year Average Pre-tax ROIC: 54.1% Source: Wikimedia Commons • Philip Morris International manufactures and sells cigarettes and other tobacco products around the world. • It owns the world’s best selling international cigarette, Marlboro. 43.74% 47.24% 58.64% 61.70% 59.11% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 2009 2010 2011 2012 2013 Philip Morris International Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, Dan Dzombak
  • 6. #21 Delphi Automotive (Nasdaq: DLPH) 5 Year Average Pre-tax ROIC: 59.9%Source: Wikimedia Commons • Delphi Automotive is the successor to the old Delphi Corporation which went bankrupt in 2005, and was restructured in 2009. • Stemming from that transaction the 2009 Pre-tax ROIC is abnormally. • Average Pre-tax ROIC post 2009 is 31.3% which puts Delphi at a still high #70 on the list. 174.22% 24.39% 40.64% 30.70% 29.64% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 140.00% 160.00% 180.00% 200.00% 2009 2010 2011 2012 2013 Delphi Automotive Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 7. #20 AutoZone (NYSE: AZO) 5 Year Average Pre-tax ROIC: 61.7% Source: Wikimedia Commons • AutoZone is the nation’s leading retailer and distributor of automotive replacement parts and accessories. • The company operates 4,836 stores in the U.S. and 362 in Mexico. • Has bought back 58% of its shares over the past 10 years. 47.91% 56.73% 66.65% 68.60% 68.43% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 2009 2010 2011 2012 2013 AutoZone Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 8. #19 Cognizant Technology Solutions (Nasdaq: CTSH) 5 Year Average Pre-tax ROIC: 62.3% Source: Wikimedia Commons • IT consulting and outsourcing services firm focused on financial services, healthcare, and other sectors. 49.35% 62.75% 68.65% 64.78% 65.99% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 2009 2010 2011 2012 2013 Cognizant Tech. Solutions Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 9. #18 Teradata (NYSE: TDC) 5 Year Average Pre-tax ROIC: 64.4% Source: Wikimedia Commons • Global leader in analytic data platforms for data warehousing, active intelligence, big data analytics, and data discovery. 82.16% 104.02% 61.01% 43.03% 32.03% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Teradata Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 10. #17 Paychex (Nasdaq: PAYX) 5 Year Average Pre-tax ROIC: 66.6% Source: Wikimedia Commons • Leading provider of payroll, human resource, insurance, and benefits outsourcing solutions for small- to medium-sized businesses. • Has 568,000 clients in the U.S. and 2,000 in Germany 70.47% 66.17% 70.69% 62.29% 63.31% 58.00% 60.00% 62.00% 64.00% 66.00% 68.00% 70.00% 72.00% 2009 2010 2011 2012 2013 Paychex Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 11. #16 Analog Devices (NYSE: ADI) 5 Year Average Pre-tax ROIC: 71.3% Source: Wikimedia Commons • A leader in the design and manufacture of high-performance analog, mixed-signal and digital signal processing integrated circuits (ICs) used in virtually all types of electronic equipment. • Their sensors play a fundamental role in converting real-world phenomena into electrical signals to be used in a wide array of electronic devices. 36.61% 96.04% 91.82% 67.74% 64.17% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Analog Devices Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 12. #15 Humana (NYSE: HUM) 5 Year Average Pre-tax ROIC: 74.2% Source: Wikimedia Commons • Leading health care company that offers a wide range of insurance products and health and wellness services that incorporate an integrated approach to lifelong well-being • 75% of its business comes from the Federal Government through Medicare, Medicaid, and Medicare Advantage. 86.75% 97.25% 92.65% 54.06% 40.38% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Humana Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 13. #14 TJX Cos. (NYSE: TJX) 5 Year Average Pre-tax ROIC: 76.5% Source: Wikimedia Commons • The leading off-price apparel and home fashions retailer in the United States and worldwide. • Operates 3,200 stores under the names T.J. Maxx, Marshalls, HomeGoods Winners, HomeSense, and T.K. Maxx. 64.50% 75.00% 73.74% 84.88% 84.37% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 2009 2010 2011 2012 2013 TJX Cos. Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 14. #13 Microsoft (Nasdaq: MSFT) 5 Year Average Pre-tax ROIC: 79.0% Source: Wikimedia Commons • Technology giant that sells the operating system Windows which has a near monopoly in the PC space. • Also sells productivity software Office, gaming system Xbox 360, various mobile and tablet devices, and runs the search engine Bing. 82.40% 91.56% 82.43% 57.90% 80.65% 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 100.00% 2009 2010 2011 2012 2013 Microsoft Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 15. #12 Apple (Nasdaq: AAPL) 5 Year Average Pre-tax ROIC: 80.8% Source: Wikimedia Commons • Manufactures and sells hardware (the iPhone, iPad, Mac, iPod, Apple TV), software (iOS and OS X operating systems, iCloud), and runs digital stores (iTunes Store, App Store, iBooks Store, and Mac App Store.) 142.90% 82.43% 78.63% 59.41% 40.65% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 140.00% 160.00% 2009 2010 2011 2012 2013 Apple Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 16. #11 Herbalife (NYSE: HLF) 5 Year Average Pre-tax ROIC: 84.0%Source: Wikimedia Commons • Global nutrition company founded in 1980 that sells weight management, healthy meals and snacks, sports and fitness, energy and nutritional products, and personal care products. • Herbalife distributes and sells its products through a network of independent members as a multi- level marketing company. 50.87% 66.76% 92.89% 100.49% 109.23% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Herbalife Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 17. #10 Ross Stores (Nasdaq: ROST) 5 Year Average Pre-tax ROIC: 86.4% Source: Wikimedia Commons • Runs off-price retail apparel and home fashion stores Ross Dress for Less and dd’s DISCOUNTS. • Ross is the single largest off-price apparel and home fashion brand in the United States, with 1,146 locations in 33 states. 77.00% 101.40% 93.09% 87.56% 73.22% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Ross Stores Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 18. #9 Coach (NYSE: COH) 5 Year Average Pre-tax ROIC: 94.7% Source: Wikimedia Commons • One of the most recognized fine accessories brands in the U.S. and in targeted international markets. • 60% of its business comes from women’s handbags with another 23% from women’s accessories. • Longtime Creative Director Reed Krakoff left last year which may hurt the brand going forward. 76.91% 103.02% 110.27% 106.98% 76.47% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Coach Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 19. #8 Moody’s (NYSE: MCO) 5 Year Average Pre-tax ROIC: 96.7%Source: Wikimedia Commons • Provides (i) credit ratings, (ii) credit, capital markets and economic related research, data and analytical tools, (iii) software solutions and related risk management services, (iv) quantitative credit risk measures, financial services training and certification services and (v) outsourced research and analytical services to institutional customers. 87.28% 90.87% 90.20% 102.61% 112.45% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Moody's Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 20. #7 Mead Johnson Nutrition (NYSE: MJN) 5 Year Average Pre-tax ROIC: 100.6% Source: Wikimedia Commons • Global leader in pediatric nutrition focused on Asia (52%), Latin America (20%), and North America/Europe (28%) • Sells over 70 products to mothers, health care professionals and retailers in more than 50 countries. 107.00% 108.18% 106.09% 97.09% 84.52% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 2009 2010 2011 2012 2013 Mead Johnson Nutrition Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 21. #6 Linear Technology (Nasdaq: LLTC) 5 Year Average Pre-tax ROIC: 126.4% Source: Wikimedia Commons • Designs, manufactures, and markets proprietary integrated circuits for major companies worldwide. • Its circuits provide an essential bridge between the analog world and digital electronics in the communications, industrial, automotive, computer, medical, instrumentation, consumer, and aerospace systems sectors. 84.62% 158.94% 126.78% 117.48% 144.14% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 140.00% 160.00% 180.00% 2009 2010 2011 2012 2013 Linear Technology Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 22. #5 Accenture (NYSE: ACN) 5 Year Average Pre-tax ROIC: 138.2% Source: Wikimedia Commons • Management consulting, technology consulting, and outsourcing services firm. • Has 275,000 employees with offices in more than 200 cities in 56 countries. 126.53% 140.11% 151.87% 146.36% 126.21% 0.00% 20.00% 40.00% 60.00% 80.00% 100.00% 120.00% 140.00% 160.00% 2009 2010 2011 2012 2013 Accenture Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 23. #4 Altera (Nasdaq: ALTR) 5 Year Average Pre-tax ROIC: 161.8% Source: Wikimedia Commons • Leader in the programmable logic chip device industry as well as the power system-on-chip device industry. • Serves over 12,000 customers in the telecom and wireless, industrial automation, military and automotive, networking, and computer and storage industries. 114.07% 313.06% 270.85% 82.96% 28.09% 0.00% 50.00% 100.00% 150.00% 200.00% 250.00% 300.00% 350.00% 2009 2010 2011 2012 2013 Altera Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 24. #3 Priceline (Nasdaq: PCLN) 5 Year Average Pre-tax ROIC: 167.1%Source: Wikimedia Commons • Leading online travel company that connects consumers with providers of accommodations and travel services around the world. • Operates Booking.com, priceline.com, Agoda.com, Kayak.com, and rentalcars.com. 63.20% 99.37% 188.33% 320.18% 164.42% 0.00% 50.00% 100.00% 150.00% 200.00% 250.00% 300.00% 350.00% 2009 2010 2011 2012 2013 Priceline Group Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 25. #2 MasterCard (NYSE: MA) 5 Year Average Pre-tax ROIC: 195.6% Source: Wikimedia Commons • Operator of the world’s fastest payments network. • Facilitates payment transactions, including authorization, clearing, and settlement, and related products and services. 63.20% 99.37% 188.33% 320.18% 164.42% 0.00% 50.00% 100.00% 150.00% 200.00% 250.00% 300.00% 350.00% 2009 2010 2011 2012 2013 MasterCard Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 26. #1 Terra Nitrogen (NYSE:TNH) 5 Year Average Pre-tax ROIC: 347.9%Source: Wikimedia Commons • Produces nitrogen fertilizer anhydrous ammonia (ammonia) and urea ammonium nitrate (UAN) for farming. • As fertilizer prices have taken off and natural gas prices dropped, Terra Nitrogen has been a big beneficiary. 150.92% 199.11% 576.83% 523.13% 289.40% 0.00% 100.00% 200.00% 300.00% 400.00% 500.00% 600.00% 700.00% 2009 2010 2011 2012 2013 Terra Nitrogen Pre-Tax ROIC Pre-Tax ROIC Source: S&P Capital IQ, @DanDzombak
  • 27. One More Investing Idea There’s one company in the Value Investor 500 that both Warren Buffett and the Motley Fool like right now. Warren Buffett is so confident in this, he just loaded up on 8.8 million shares. Just click HERE to discover more about this industry-leading stock… and join Warren Buffett in his quest for a veritable landslide of profits! Grab Your Copy of this Free Report Now

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