Thanks to the GuruFocus All-In-One screener, we selected the worst performing stocks of the year that have solid performances over the past 10 years and guarantee profitability and a solid financial situation.
BP Prudhoe Bay Royalty Trust. (BPT) reports a negative performance year-to-date with a price drop of -28.5%.
The company was formed for the purpose of owning and administering the royalty interest.
BP Prudhoe Bay Royalty has a very high ROE of 12,355.39% and ROA of 8,064.77%, which are outperforming 99% of other companies in the global oil and gas refining and marketing industry. Gurufocus gives an overall profitability and growth rating of 5 of 10. The current financial strength is rated 8 of10, with no debt.
Over the past 10 years, the company shows strong ratios. The 10-year median of ROE is 10,133.07%, of ROA is 8,336.21% and even margins are supporting these performances, with an average operating margin of 99.40% and an average net margin of 99.29%.
MasterCard Inc Class A. (MA) reports a negative performance year-to-date with a price drop of -1.6%.
It is a technology company in the payments industry that connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks.
MasterCard has a ROE of 61.47% and a ROA of 24.42%, which are outperforming 98% of other companies in the global credit services industry. GuruFocus gives an overall profitability and growth rating of 7 of 10. The current financial strength is rated 8 of 10, with a cash to debt ratio of 1.86.
Over the past 10 years, the company shows strong ratios. The 10-year median of ROE is 42.78%, of ROA is 21.81% and even margins are supporting these performances, with an average operating margin of 53.27% and an average net margin of 31.01%.
Tom Russo (Trades, Portfolio) is the largest shareholder among the gurus, with 0.88% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.8%, Ruane Cunniff (Trades, Portfolio) with 0.47%, Steve Mandel (Trades, Portfolio) with 0.46%, Warren Buffett (Trades, Portfolio) with 0.45%, Chuck Akre (Trades, Portfolio) with 0.43% and Manning & Napier Advisors Inc with 0.43%.
United Therapeutics Corp. (UTHR) reports a negative performance year-to-date with a price drop of -22.7%.
It is a biotechnology company engaged in the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening conditions.
United Therapeutics has a ROE of 65.50% and a ROA of 44.45%, which are outperforming 98% of other companies in the global biotechnology industry. GuruFocus gives an overall profitability and growth rating of 9 of 10. The current financial strength is rated 9 of 10, with a cash to debt ratio of 180.57, well above the industry median of 59.07.
Jim Simons (Trades, Portfolio) is the largest shareholder among the gurus, with 1.06% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.81%, Ray Dalio (Trades, Portfolio) with 0.19%, Lee Ainslie (Trades, Portfolio) with 0.05% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
Manhattan Associates Inc. (MANH) reports a negative performance year-to-date with a price drop of -12.3%.
The company develops, sells, deploys, services and maintains software solutions designed to manage supply chains, inventory and omni-channel operations for retailers, wholesalers, manufacturers, logistics providers and other organizations.
Manhattan Associates has a ROE of 62.57% and a ROA of 36.93%, which are outperforming 98% of other companies in the global software - application industry. GuruFocus gives an overall profitability and growth rating of 9 of10. The current financial strength is rated 8 of 10, with no debt.
Over the past 10 years, the company shows strong ratios. The 10-year median of ROE is 20.63%, of ROA is 13.56% and even margins are supporting these performances, with an average operating margin of 24.43% and an average net margin of 11.54%.
The largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 3.02% of outstanding shares, followed by Columbia Wanger (Trades, Portfolio) with 1.79%, Ron Baron (Trades, Portfolio) with 0.1%, Chuck Royce (Trades, Portfolio) with 0.09% and Joel Greenblatt (Trades, Portfolio) with 0.04%.
Lazard Ltd Shs A. (LAZ) reports a negative performance year-to-date with a price drop of -16.3%.
The company together with its subsidiaries, operates as a financial advisory and asset management firm. It provides crafting solutions to the complex financial and strategic challenges around the world, including corporations, governments and individuals.
Lazard has a ROA of 101.41%, which is outperforming 99% of other companies in the global capital markets industry and a ROE of 25.41%, which is ranked higher than 96% of its competitors. GuruFocus gives an overall profitability and growth rating of 7 of 10. The current financial strength is rated 6 of 10, with a cash to debt ratio of 1.09.
John Rogers (Trades, Portfolio) is the largest shareholder among the gurus, with 4.99% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 1.42%, Pioneer Investments (Trades, Portfolio) with 1.31%, Chuck Royce (Trades, Portfolio) with 1.16% and Columbia Wanger (Trades, Portfolio) with 0.91%.
Chesapeake Granite Wash Trust. (CHKR) reports a negative performance year-to-date with a price drop of -21.9%.
Chesapeake Granite Wash Trust owns royalty interests in oil and natural gas producing wells. The Trust has royalty rights to horizontal wells in the Colony Granite Wash area in Washita County, Oklahoma.
It has a ROE of 39.86% and ROA of 39.84%, which are outperforming 94% of other companies in the global oil and gas E&P industry. GuruFocus gives an overall profitability and growth rating of 5 of 10. The current financial strength is rated 7 of 10, with no debt.
Over the past 10 years, the company shows strong ratios. The 10-year median of ROE is 29.15%, of ROA is 28.63% and even margins are supporting these performances, with an average operating margin of 91.74% and an average net margin of 91.98%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
Start a free 7-day trial of Premium Membership to GuruFocus.
