Sumzero Buffett Challenge

Other day while watching CNBC I stumbled upon a Competition organized by the web site Sumzero. It has announced a very interesting Competition that is titled “What will be Buffett’s next large investment?”. The participants need to pick one publicly traded stock and pitch in their idea as to why they think that Buffett would invest in it. Being a humble follower of the Master I thought of giving it a try. As a first step I have listed down a list of Investment candidates along with their quick valuation. Next couple of weeks I would do a deeper dive in these stocks and finally pick one as my entry to the Competition. Please click at Discounted cash flow basics to understand the valuation technique used for valuing the stocks.

Company list   Roper Industries   Fastnel   Timken   RBC Bearings   Precision Cast Parts   Toro Company   Stericycle   Harley Davidson   Fossil   Mead Johnson   Diageo   Constellation Brands   CH Robinson Worldwide   Expeditor's International   Genuine Parts co   Henry Schein   Patterson Companies   Westinghouse Brakes   Hertz   Avis Budget   Oceaneering Intl   Corelabs   Carbo Ceramics   PPG Industries   Energizer Holdings   Franklin Templeton   Coach   Ralph Lauren   Paccar   Oshkosh   Polaris Ind   Thor Industries   Avery Dennison   Calmine Foods   Johnson Controls   Borgwarner   Autoliv   Lear Corp   Allison Transmission   LKQ corp   GNTX   Dana Holdings   Gentherm   Dorman Updated - 03/16/2015  ROP Valuation : $39.00 / share , Total value : $3.90 billions (Base FCF : $0.5 billions , multiple 12 , Net book value for val : -$2.10 billion) Shares oustanding :100 millions  LINKS SEC  Company Updated - 03/16/2015  FAST Valuation : $23.73 / share , Total value : $7.00 billions (Base FCF : $0.400 billions , multiple 15 , Net book value for val : $1.0 billion) Shares oustanding :295 millions  LINKS SEC  Company Updated - 03/16/2015  TKR Valuation : $27.27 / share , Total value : $2.40 billions (Base FCF : $0.200 billions , multiple 12 , Net book value for val : $2.40 billion) Shares oustanding :88 millions  LINKS SEC  Company Updated - 03/16/2015  ROLL Valuation : $35.00 / share , Total value : $0.81 billions (Base FCF : $0.040 billions , multiple 12 , Net book value for val : $0.33 billion) Shares oustanding :23 millions  LINKS SEC  Company Updated - 03/16/2015  PCP Valuation : $104.23 / share , Total value : $14.80 billions (Base FCF : $1.20 billions , multiple 14 , Net book value for val : -$2 billion) Shares oustanding :142 millions  LINKS SEC  Company Updated - 03/16/2015  TTC Valuation : $40.91 / share , Total value : $2.25 billions (Base FCF : $0.150 billions , multiple 15 , Net book value for val : $0 billion) Shares oustanding :55 millions  LINKS SEC  Company Updated - 03/16/2015  SRCL Valuation : $22.35 / share , Total value : $1.90 billions (Base FCF : $0.325 billions , multiple 12, Net book value for val : -$2.0 billion) Shares oustanding :85 millions  LINKS SEC  Company Updated - 03/16/2015  HOG Valuation : $43.13 / share , Total value : $9.10 billions (Base FCF : $0.800 billions , multiple 14, Net book value for val : -$2.10 billion) Shares oustanding :211 millions  LINKS SEC  Company Updated - 03/16/2015  FOSL Valuation : $102.83/ share , Total value : $5.45 billions (Base FCF : $0.350 billions , multiple 15, Net book value for val : $0.20 billion) Shares oustanding :53 millions  LINKS SEC  Company Updated - 03/16/2015  MJN Valuation : $33.17 / share , Total value : $6.70 billions (Base FCF : $0.625 billions , multiple 12, Net book value for val : -$0.80 billion) Shares oustanding :202 millions  LINKS SEC  Company Updated - 03/16/2015  DEO Valuation : $12.00 / share , Total value : $7.50 billions (Base FCF : $1.50 billions , multiple 13, Net book value for val : -$12.00 billion) Shares oustanding :625 millions  LINKS SEC  Company Updated - 03/16/2015  STZ Valuation : $27.50 / share , Total value : $2.20 billions (Base FCF : $0.600 billions , multiple 13, Net book value for val : -$5.60 billion) Shares oustanding :80 millions  LINKS SEC  Company Updated - 03/16/2015  CHRW Valuation : $51.72 / share , Total value : $7.50 billions (Base FCF : $0.500 billions , multiple 15, Net book value for val : $0 billion) Shares oustanding :145 millions  LINKS SEC  Company Updated - 03/16/2015  EXPD Valuation : $32.91 / share , Total value : $6.45 billions (Base FCF : $0.350 billions , multiple 15, Net book value for val : $1.20 billion) Shares oustanding :196 millions  LINKS SEC  Company Updated - 03/16/2015  GPC Valuation : $52.29 / share , Total value : $8.00 billions (Base FCF : $0.600 billions , multiple 12, Net book value for val : $0.80 billion) Shares oustanding :153 millions  LINKS SEC  Company Updated - 03/16/2015  HSIC Valuation : $66.07 / share , Total value : $5.55 billions (Base FCF : $0.450 billions , multiple 13, Net book value for val : -$0.30 billion) Shares oustanding :84 millions  LINKS SEC  Company Updated - 03/16/2015  PDCO Valuation : $25.00 / share , Total value : $2.60 billions (Base FCF : $0.200 billions , multiple 13, Net book value for val : $0.00 billion) Shares oustanding :104 millions  LINKS SEC  Company Updated - 03/16/2015  WAB Valuation : $51.04 / share , Total value : $4.90 billions (Base FCF : $0.400 billions , multiple 12, Net book value for val : $0.10 billion) Shares oustanding :96 millions  LINKS SEC  Company Updated - 03/16/2015  HTZ Valuation : $17.78 / share , Total value : $8.00 billions (Base FCF : $2.80 billions , multiple 10, Net book value for val : -$20.00 billion) Shares oustanding :450 millions  LINKS SEC  Company Updated - 03/16/2015  CAR Valuation : $48.18 / share , Total value : $6.60 billions (Base FCF : $1.80 billions , multiple 12, Net book value for val : -$15.00 billion) Shares oustanding :137 millions  LINKS SEC  Company Updated - 03/16/2015  OII Valuation : $56.57 / share , Total value : $5.60 billions (Base FCF : $0.400 billions , multiple 14, Net book value for val : $0 billion) Shares oustanding :99 millions  LINKS SEC  Company Updated - 03/16/2015  CLB Valuation : $115.91 / share , Total value : $5.10 billions (Base FCF : $0.265 billions , multiple 20, Net book value for val : -$0.20 billion) Shares oustanding :44 millions  LINKS SEC  Company Updated - 03/16/2015  CRR Valuation : $32.61 / share , Total value : $0.75 billions (Base FCF : $0.050 billions , multiple 10, Net book value for val : $0.25 billion) Shares oustanding :23 millions  LINKS SEC  Company Updated - 03/16/2015  PPG Valuation : $58.62 / share , Total value : $8.00 billions (Base FCF : $1.00 billions , multiple 13, Net book value for val : -$5.00 billion) Shares oustanding :136 millions  LINKS SEC  Company Updated - 03/16/2015  ENR Valuation : $76.92 / share , Total value : $5.00 billions (Base FCF : $0.500 billions , multiple 14, Net book value for val : -$2.00 billion) Shares oustanding :65 millions  LINKS SEC  Company Updated - 03/16/2015  BEN Valuation : $57.88 / share , Total value : $36.00 billions (Base FCF : $2.00 billions , multiple 14, Net book value for val : $8.00 billion) Shares oustanding :622 millions  LINKS SEC  Company Updated - 03/16/2015  COH Valuation : $37.45 / share , Total value : $10.30 billions (Base FCF : $0.800 billions , multiple 12, Net book value for val : $0.70 billion) Shares oustanding :275 millions  LINKS SEC  Company Updated - 03/16/2015  RL Valuation : $121.84 / share , Total value : $10.60 billions (Base FCF : $0.800 billions , multiple 12, Net book value for val : $1.00 billion) Shares oustanding :87 millions  LINKS SEC  Company Updated - 03/16/2015  PCAR Valuation : $70.90 / share , Total value : $25.10 billions (Base FCF : $1.800 billions , multiple 12, Net book value for val : $3.50 billion) Shares oustanding :354 millions  LINKS SEC  Company Updated - 03/16/2015  OSK Valuation : $41.77 / share , Total value : $3.30 billions (Base FCF : $0.300 billions , multiple 12, Net book value for val : -$0.30 billion) Shares oustanding :79 millions  LINKS SEC  Company Updated - 03/16/2015  PII Valuation : $51.52 / share , Total value : $3.40 billions (Base FCF : $0.300 billions , multiple 12, Net book value for val : -$0.20 billion) Shares oustanding :66 millions  LINKS SEC  Company Updated - 03/16/2015  THO Valuation : $34.72 / share , Total value : $1.84 billions (Base FCF : $0.120 billions , multiple 12, Net book value for val : $0.40 billion) Shares oustanding :53 millions  LINKS SEC  Company Updated - 03/16/2015  AVY Valuation : $14.44 / share , Total value : $1.30 billions (Base FCF : $0.250 billions , multiple 10, Net book value for val : -$1.20 billion) Shares oustanding :90 millions  LINKS SEC  Company Updated - 03/16/2015  CALM Valuation : $19.79 / share , Total value : $0.95 billions (Base FCF : $0.060 billions , multiple 12, Net book value for val : -$0.23 billion) Shares oustanding :48 millions  LINKS SEC  Company Updated - 03/16/2015  JCI Valuation : $9.61 / share , Total value : $6.40 billions (Base FCF : $1.20 billions , multiple 12, Net book value for val : -$8.00 billion) Shares oustanding :666 millions  LINKS SEC  Company Updated - 03/16/2015  BWA Valuation : $26.55 / share , Total value : $6.00 billions (Base FCF : $0.600 billions , multiple 11, Net book value for val : -$0.60 billion) Shares oustanding :226 millions  LINKS SEC  Company Updated - 03/16/2015  ALV Valuation : $31.25 / share , Total value : $2.75 billions (Base FCF : $0.250 billions , multiple 10, Net book value for val : $0 billion) Shares oustanding :90 millions  LINKS SEC  Company Updated - 03/16/2015  LEA Valuation : $67.95 / share , Total value : $5.30 billions (Base FCF : $0.500 billions , multiple 12, Net book value for val : -$0.70 billion) Shares oustanding :78 millions  LINKS SEC  Company Updated - 03/16/2015  ALSN Valuation : $14.58 / share , Total value : $2.63 billions (Base FCF : $0.475 billions , multiple 11, Net book value for val : -$2.60 billion) Shares oustanding :180 millions  LINKS SEC  Company Updated - 03/16/2015  LKQ Valuation : $5.92 / share , Total value : $1.80 billions (Base FCF : $0.200 billions , multiple 11, Net book value for val : -$0.40 billion) Shares oustanding :304 millions  LINKS SEC  Company Updated - 03/16/2015  GNTX Valuation : $11.64 / share , Total value : $3.40 billions (Base FCF : $0.250 billions , multiple 12, Net book value for val : $0.40 billion) Shares oustanding :292 millions  LINKS SEC  Company Updated - 03/16/2015  DAN Valuation : $13.57 / share , Total value : $2.23 billions (Base FCF : $0.275 billions , multiple 11, Net book value for val : -$0.80 billion) Shares oustanding :164 millions  LINKS SEC  Company Updated - 03/16/2015  THRM Valuation : $14.57 / share , Total value : $0.510 billions (Base FCF : $0.040 billions , multiple 11, Net book value for val : $0.07 billion) Shares oustanding :35 millions  LINKS SEC  Company Updated - 03/16/2015  DORM Valuation : $32.29 / share , Total value : $1.13 billions (Base FCF : $0.060 billions , multiple 13, Net book value for val : $0.35 billion) Shares oustanding :35 millions  LINKS SEC  Company