5 Best Value Stocks to Buy Now According to Vinit Bodas’ Deccan Value Investors

In this article, we discuss the top 5 stocks to buy now according to Vinit Bodas’ Deccan Value Investors. If you want to read our detailed analysis of Bodas’ history, investment philosophy, and hedge fund performance, go directly to the 9 Best Value Stocks to Buy Now According to Vinit Bodas’ Deccan Value Investors.

5. TransDigm Group Incorporated (NYSE:TDG)

Deccan Value Investors Stake Value: $266,156,000
Percentage of Deccan Value Investors’ 13F Portfolio: 10.52%
Number of Hedge Fund Holders: 63

TransDigm Group Incorporated (NYSE:TDG) is a publicly listed aerospace manufacturing firm in Cleveland, Ohio. As part of comprehensive research on key Aerospace and Defense names, Truist analyst Michael Ciarmoli upgraded TransDigm Group Incorporated (NYSE:TDG) to “Buy” from “Hold” with a price objective of $786, up from $600, in January.

For the fiscal third quarter of 2021, TransDigm Group Incorporated (NYSE:TDG) reported an EPS of $4.25, beating estimates by $0.55. On the other side, the company’s sales for the quarter was $1.28 billion, which was $40 million below market expectations.

TransDigm Group Incorporated (NYSE:TDG) is also getting the attention of the smart money, as 63 hedge funds tracked by Insider Monkey reported owning stakes in the company at the end of the third quarter, up from 57 funds a quarter earlier.

Vulcan Value Partners, an investment management firm, in its second-quarter 2021 investor letter mentioned TransDigm Group Incorporated (NYSE:TDG). Here is what the fund said:

“TransDigm Group Inc., another material contributor during the quarter, is an aerospace manufacturer providing highly engineered, niche components for use on commercial and military aircraft. The vast majority of the company’s profits come from aftermarket sales. Its business was impacted by the global pandemic; however, the company has been able to maintain margins despite strong revenue headwinds, and it continues to generate strong free cash flow.”