美股选股指南：9支最值得买入的500强股票

2. GameStop

美国500强排名：311

5年总回报率：162.6%

预计今年每股盈利增长率：11.7%

股息率：3.3%

2015年预期市盈率：11.3倍

GameStop是美国500强最佳股票排行榜的常客。它去年就曾经上榜。从那时到现在，GameStop的股票又上涨了将近23%，几乎是标普500指数平均水平的一倍，但这支股票现在看来依然很便宜，市盈率仅为11.3倍。有些人担心，随着越来越多的人开始直接把游戏下载到手机或其它电子产品上，这样一家传统的游戏实体店可能越来越难以生存。但事实证明，GameStop已经成功适应了这股潮流：去年它的数字销售额（尤其是下载类游戏）增长了31%，2015年第一季度又比去年同期增长了17%，而且其销售利润也超过了分析师的预期。

此外，该公司也成功进入无线设备销售领域。2013年，GameStop收购了AT&T的转售连锁机构Spring Mobile公司，这笔交易促使该公司2014年的移动销售额增长了71%，从今年年初到目前又增长了34%。另外，GameStop最近刚刚与RadioShack签订了163家门店的租约，用作Spring Mobile的销售点，此举或将进一步提升它的销售额。尼达姆公司分析师肖恩·麦高恩总结了GameStop公司一季度收益电话会议上的好消息：“我们相信今年将是强劲的一年，一季度的业绩开了一个好头。”

2. GameStop

FORTUNE 500 RANK: 311

5-YEAR TOTAL RETURN: 162.6%

ESTIMATED EPS GROWTH THIS YEAR: 11.7%

DIVIDEND YIELD: 3.3%

ESTIMATED 2015 P/E: 11.3

GameStop GME 0.44% is a familiar face on Fortune’s list of best stocks in the 500: When we ran a similar stock screen on last year’s 500 list, Fortune 500 top stock picks 2014. Through GameStop has returned nearly 23% since then—nearly double the S&P 500’s performance—it still looks cheap, trading at just 11.3 times its expected earnings this year. Skeptics worry that a traditional brick-and-mortar videogame retailer will find it harder to survive as people download games directly to their phones (and other digital screens), GameStop has been adapting to the trend: Its digital sales (especially the downloadable variety) grew 31% last year and another 17% in the first quarter of 2015 over the prior-year quarter—and margins on those sales surpassed analysts’ expectations to boot.

The company is also successfully moving into selling wireless devices themselves. Its 2013 takeover of an AT&T resale chain called Spring Mobile spurred a 71% increase in GameStop’s mobile sales in 2014 and another 34% bump so far this year. Plus, GameStop just acquired the leases to 163 RadioShack stores which it plans to turn into Spring Mobile locations, likely boosting growth further. Summing up GameStop’s good news during its first-quarter earnings call, Needham Co. analyst Sean McGowan wrote, “We view the quarter's results as an excellent start to what we believe will be a strong year.”