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.
Superinvestors who currently hold positions in the company include:
(Shares)
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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