Based on the aggregated intelligence of 135,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, diversified holding company Leucadia National (NYSE: LUK) has earned a coveted five-star ranking.
With that in mind, let's take a closer look at Leucadia's business, and see what CAPS investors are saying about the stock right now.
Leucadia facts
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Headquarters (founded)
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New York City (1854)
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Market Cap
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$5.09 billion
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Industry
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Multi-Sector Holdings
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TTM Revenue
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$988.4 million
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Management
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Chairman/CEO Ian Cumming
President/COO Joseph Steinberg
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Compound Annual Book Value Growth (over last 30 years)
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17%
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Competitors
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American Capital (Nasdaq: ACAS)
Allied Capital
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CAPS members bullish on LUK also bullish on:
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General Electric (NYSE: GE)
Apple (Nasdaq: AAPL)
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CAPS members bearish on LUK also bearish on:
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Bank of America (NYSE: BAC)
JPMorgan Chase (NYSE: JPM)
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Sources: Capital IQ (a division of Standard & Poor's), and Motley Fool CAPS. TTM = trailing 12 months.
Over on CAPS, 99% of the 394 All-Star members who have rated Leucadia believe the stock will outperform the S&P 500 going forward. These bulls include All-Stars TMFBuck and ACMIP.
Late last year, TMFBuck reminded Fools about the superstar investment duo at the helm:
Great capital allocators who have grown book value at 20% per year. I don't believe they should trade at book value. Put this one right along side your [Berkshire Hathaway (NYSE: BRK-A)] and let Ian and Joe put your money to work in this distressed market.
In pitch from April, ACMIP elaborates on Leucadia as an attractively priced "jockey" stock:
In typical fashion, Mr. Market has abandoned [Leucadia] (i.e. Joe and Ian) during a period of weak investment results, ignoring [Leucadia's] spectacular 20 track record and likely future outperformance. The markets short sighted focus on recent losses is providing patient investors with a remarkable opportunity.
Priced slightly above depressed tangible book value, investors can have these "super investors" guide their capital through today's treacherous market environment, and even better yet, they won't have to pay up for the privilege. Outperform.
What do you think about Leucadia, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 135,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.
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