6 Retailers Gurus Are Buying

Etsy tops the list

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Mar 25, 2020
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According to the GuruFocus All-In-One Screener as of March 25, the following stocks are popular among gurus.

Etsy

The handmade goods retailer Etsy Inc. (ETSY, Financial) has a market cap of $4.5 billion. Its revenue of $818 million was flat over the past 10 years.

As of March 25, the stock is trading with a price-earnings ratio of 51.73. The share price of $40.49 is 44.8% below the 52-week high and 35.19% above the 52-week low. Over the past 10 years, the stock has climbed 38%.

The company’s largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 4.74% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.47% and Chuck Royce (Trades, Portfolio) with 0.26%.

Five Below

Five Below Inc. (FIVE, Financial), a discount retailer, has a market cap of $4.08 billion. Its revenue of $1.8 billion has grown 29.3% over the past decade.

As of March 25, the stock is trading with a price-earnings ratio of 23.75. The share price of $73.89 is 50.15% below the 52-week high and 55.46% above the 52-week low. Over the past decade, the stock has gained 176%.

Daniel Loeb (Trades, Portfolio) is the company's largest guru shareholder with 2.15% of outstanding shares, followed by Cohen with 0.39% and Louis Moore Bacon (Trades, Portfolio) with 0.16%.

EBay

E-commerce company eBay Inc. (EBAY, Financial) has a market cap of $22.5 billion. Its revenue of $22 billion has increased 0.4% over the past 10 years.

As of March 25, shares were trading with a price-earnings ratio of 13.64. The share price of $28.31 is 32.6% below the 52-week high and 8.8% above the 52-week low. Over the past 10 years, the stock has gained 149%.

The company’s largest guru shareholder is Seth Klarman (Trades, Portfolio) with 2.51% of outstanding shares, followed by Simons' firm with 1.90% and Paul Singer (Trades, Portfolio) with 1.24%.

Gap

Gap Inc. (GPS, Financial), which sells apparel, personal care products and accessories, has a market cap of $3.2 billion. Its revenue of $16 billion has increased 1.3% over the past decade.

On March 25, the stock traded with a price-earnings ratio of 9.41. The share price of $8.59 is 72.63% below the 52-week high and 42.22% above the 52-week low. Over the past decade, the stock has lost 60%.

With 7.62% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by the Parnassus Endeavor Fund (Trades, Portfolio) with 2.76% and Simons’ firm with 0.28%.

Genuine Parts

Genuine Parts Co. (GPC, Financial), which sells automotive parts and industrial components, has a $9 billion market cap.

The share price of $66 is 45.44% below the 52-week high and 26.51% above the 52-week low. The stock is trading with a price-earnings ratio of 14.72. Over the past 10 years, the stock has gained 58.33%.

The company’s largest guru shareholder is Mario Gabelli (Trades, Portfolio) with 0.79% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.30% and Joel Greenblatt (Trades, Portfolio) with 0.06%.

Farfetch

Farfetch Inc. (FTCH, Financial), an online luxury fashion retial platform, has a market cap of $2.82 billion. Its revenue of $2.8 billion was flat over the past decade.

As of March 25, the stock was trading with a price-book ratio of 2.41. The share price of $8.38 is 73.48% below the 52-week high and 39.9% above the 52-week low. Over the past decade, the stock has lost 70.5%.

With 0.17% of outstanding shares, Lee Ainslie (Trades, Portfolio) is the company's largest guru shareholder, followed by Chase Coleman (Trades, Portfolio) with 0.16% and Robert Karr (Trades, Portfolio) with 0.14%.

Disclosure: I do not own any stocks mentioned.

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