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-

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1. American International Group, Inc. (AIG, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): Operates as a hotel and leisure company worldwide. Market cap at $12.18B, most recent closing price at $62.60.

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, Earnings, Analysts, Financials): Engages in multiple insurance and retirement businesses in the United States. Market cap at $9.04B, most recent closing price at $33.66.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): Provides natural gas, electricity, and other products and services. Market cap at $9.72B, most recent closing price at $31.17.

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, Earnings, Analysts, Financials): Designs, manufactures, sources, packages, and distributes consumer and commercial products. Market cap at $7.72B, most recent closing price at $26.78.

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, Earnings, Analysts, Financials): Provides specialty contracting services primarily in North America. Market cap at $5.92B, most recent closing price at $27.78.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): Operates retail electronic payments network worldwide. Market cap at $135.58B, most recent closing price at $168.76.

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, Earnings, Analysts, Financials): Operates as an independent petroleum refining and marketing company. Market cap at $22.85B, most recent closing price at $41.24.

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, Earnings, Analysts, Financials): Engages in the generation, distribution, and sale of electric energy and steam. Market cap at $10.1B, most recent closing price at $44.14.

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, Earnings, Analysts, Financials): 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.

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, Earnings, Analysts, Financials): Produces and sells steel mill products in North America and Central Europe. Market cap at $2.54B, most recent closing price at $17.62.

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, Earnings, Analysts, Financials): 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.

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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Analyze These Ideas: Getting Started

Read descriptions for all companies mentioned Access a performance overview for all stocks in the list Compare analyst ratings for the companies mentioned Compare analyst ratings to annual returns for stocks mentioned Real-Time Opinion: Scan the latest tweets about these companies (feed will open in a new window)

Dig Deeper: Access Company Snapshots, Charts, Filings

American International Group, Inc. (AIG, Chart, Download SEC Filings) The Allstate Corporation (ALL, Chart, Download SEC Filings) Cummins Inc. (CMI, Chart, Download SEC Filings) Estee Lauder Companies Inc. (EL, Chart, Download SEC Filings) Starwood Hotels & Resorts Worldwide Inc. (HOT, Chart, Download SEC Filings) Lincoln National Corp. (LNC, Chart, Download SEC Filings) Moody's Corp. (MCO, Chart, Download SEC Filings) MetLife, Inc. (MET, Chart, Download SEC Filings) Marathon Petroleum Corporation (MPC, Chart, Download SEC Filings) Mylan, Inc. (MYL, Chart, Download SEC Filings) NiSource Inc. (NI, Chart, Download SEC Filings) Newell Rubbermaid Inc. (NWL, Chart, Download SEC Filings) Quanta Services, Inc. (PWR, Chart, Download SEC Filings) Teradata Corporation (TDC, Chart, Download SEC Filings) Visa, Inc. (V, Chart, Download SEC Filings) Valero Energy Corporation (VLO, Chart, Download SEC Filings) Wisconsin Energy Corp. (WEC, Chart, Download SEC Filings) The Washington Post Company (WPO, Chart, Download SEC Filings) United States Steel Corp. (X, Chart, Download SEC Filings) Xcel Energy Inc. (XEL, Chart, Download SEC Filings)

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