This Acquirers Multiple Stock Appearing In Dalio, Pzena, Watsa Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:

Pfizer Inc (PFE)

Pfizer is one of the world’s largest pharmaceutical firms, with annual sales close to $50 billion (excluding COVID-19 product sales). While it historically sold many types of healthcare products and chemicals, now, prescription drugs and vaccines account for the majority of sales. Top sellers include pneumococcal vaccine Prevnar 13, cancer drug Ibrance, cardiovascular treatment Eliquis, and immunology drug Xeljanz. Pfizer sells these products globally, with international sales representing close to 50% of its total sales. Within international sales, emerging markets are a major contributor.

A quick look at the price chart below shows us that the stock is down 15% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 6.50 which means that it remains undervalued.

PFE Chart

PFE data by YCharts

Superinvestors who currently hold positions in the company include:


Cliff Asness – 9,839,823

Rich Pzena – 2,759,833

Ray Dalio – 2,736,588

Ken Fisher – 1,955,743

Ken Griffin – 1,192,944

Cath Wood – 491,555

Prem Watsa – 460,900

Joel Greenblatt – 268,688

Mario Gabelli – 164,759

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