Daniel Loeb (Trades, Portfolio) is the founder of investment firm Third Point LLC. According to the GuruFocus All-In-One Screener, the following stocks are top performers in his equity portfolio.
Netflix Inc. (NFLX, Financial)
The guru holds 0.46% of the company's outstanding shares, representing 5.45% of his equity portfolio. The investment has gained an estimated 80% since the fourth quarter of 2017.
The entertainment company provides videos, movies and other multimedia content through internet streaming. It has a GuruFocus profitability and growth rating of 7 out of 10. The return on equity of 26.69% and return on assets of 5.19% are outperforming 70% of other competitors. Its financial strength is rated 6 of 10. All of its ratios are underperforming 67% of other companies in the Global Media - Diversified industry.
The stock price has a year-to-date return of 72% and is trading with a price-earnings ratio of 157.93 and a price-book ratio of 33.44.
Frank Sands (Trades, Portfolio) is the company's largest guru shareholder with 1.46% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.92% and Chase Coleman (Trades, Portfolio) with 0.5%.
Salesforce.com Inc. (CRM, Financial)
The invstor holds 0.08% of the company's outstanding shares, representing 0.59% of his equity portfolio. The investment has gained an estimated 23% since the first quarter of 2018.
The company, which provides enterprise cloud solutions, has a GuruFocus profitability and growth rating of 7 out of 10, with an operating margin, net margin, return on equity and return on assets that are underperforming 59% of other companies in the Global Software – Application industry. Its financial strength is rated 7 of 10 with a cash-debt ratio of 1.80 and an equity-asset ratio of 0.48.
The stock price has a year-to-date return of 39% and is trading with a price-earnings ratio of 227.36 and a price-book ratio of 9.73. It is currently 27.75% below its 52-week high and 8% above its 52-week low.
Sands is the largest guru shareholder of the company with 1.61% of outstanding shares, followed by Segalas with 0.98% and Coleman with 0.3%.
Marathon Petroleum Corp. (MPC, Financial)
Loeb holds 0.69% of the company's outstanding shares, representing 1.52% of his equity portfolio. The investment has gained an estimated 13% since the first quarter of 2018.
The oil and gas company has a GuruFocus profitability and growth rating of 5 out of 10. The return on equity of 28.82% and return on assets of 8.38% are outperforming 62% of other companies in the Global Oil & Gas Refining & Marketing industry. Its financial strength is rated 6 of 10 with an equity-asset ratio of 0.29.
The stock price has a year-to-date return of 20% and is trading with a price-earnings ratio of 10 and a price-book ratio of 2.47. It is currently 2.88% below its 52-week high and 64.16% above its 52-week low.
Loeb is the company's largest guru shareholder with 0.69% of outstanding shares, followed by Pioneer Investments with 0.13%.
Adobe Systems Inc. (ADBE, Financial)
The guru holds 0.14% of the company's outstanding shares, representing 1.19% of his equity portfolio. The investment has gained an estimated 17% since the first quarter of 2018.
The software developer has a GuruFocus profitability and growth rating of 9 out of 10, with all its returns and margins outperforming 84% of other companies in the Global Software Application industry. Its financial strength is rated 8 of 10 with a cash-debt ratio of 3.38 and an equity-asset ratio of 0.57.
The stock price has a year-to-date return of 43% and is trading with a price-book ratio of 14.36 and a price-earnings ratio of 58.46. It is currently 3.84% below its 52-week high and 76.24% above its 52-week low.
PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder with 4.43% of outstanding shares, followed by Steve Mandel (Trades, Portfolio) with 1.15%.
Microsoft Corp. (MSFT, Financial)
The investor holds 0.03% of the company's outstanding shares, representing 1.55% of his equity portfolio. The investment has gained an estimated 14% since the first quarter of 2018.
The technology company has a GuruFocus profitability and growth rating of 8 out of 10, with a very high operating margin of 31.77% and a return on equity of 20.59%, which are outperforming 74% of other companies in the Global Software – Infrastructure industry. Its financial strength is rated 6 of 10 with a cash-debt ratio of 1.76 and an equity-asset ratio of 0.32.
The stock price has a year-to-date return of 26% and is trading with a price-earnings ratio of 51.20 and a price-book ratio of 10.02. It is currently 2.75% below its 52-week high and 51.65% above its 52-week low.
PRIMECAP Management (Trades, Portfolio) is the largest guru shareholder of the company with 0.55% of outstanding shares, followed by Bill Gates (Trades, Portfolio) with 0.52%.
Disclosure: I do not own any stocks mentioned in this article.
