SharkNinja, Inc. (SN): Among Billionaire Mason Hawkins' Mid-Cap Stocks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where SharkNinja, Inc. (NYSE:SN) stands against other billionaire Mason Hawkins' mid-cap stocks with huge upside potential.
Billionaire Mason Hawkins is the founder and chairperson of Southeastern Asset Management. We recently covered Billionaire Mason Hawkins' 10 Small-Cap Stocks with Huge Upside Potential, discussing his value investment strategy. Here's a piece from the article:
'Value investment is an investment strategy that employs buying stocks of well-managed and quality companies at prices significantly below their intrinsic value. The core of Hawkins' strategy is to purchase equities when their market price is no more than 60% of the firm's appraisal of their intrinsic value. Value investors believe that the market overreacts to economic news, which leads to movement in stock prices, however, this news does not affect the long-term fundamentals of a company. Therefore, investors like Mason Hawkins do not follow the herd and use financial research and analysis to find quality companies. Value investors are also known for holding companies for the long term, but also actively ferret out stock that the market is underestimating.
Mason Hawkins is one of the key figures for value investment literature. He has been a keynote speaker for the Value Investment Conference at the Ben Graham Centre for Value Investing, where he discussed how a company has to be fit both qualitatively and quantitatively. Hawkins noted that Benjamin Graham, who is known as the father of value investing, talked about all great investments being a qualitative and quantitative fit, the quantitative nature being judged by the Price to Value ratio, whereas qualitative health being judged by the competitiveness of the business and the quality of your partner. He further explained that investors should look at businesses that are likely to get better with time, not vice versa. Moreover, on the management side, investors should look at the partners that are running the company and their ability to generate free cash flow and reinvest it very intelligently.
Hawkins also has a famous quote related to Graham's strategy, which has been cited in a renowned book, The Art of Value Investing: How the World's Best Investors Beat the Market by John Heins and Whitney Tilson.
'Our view is simply that superior long‐term investment performance can be achieved when financially strong, competitively entrenched, well‐managed companies are bought at prices significantly below their business value and sold when they approach that corporate worth. The quantitative piece of that is that we only want to buy when we can pay less than 60 percent of a conservative appraisal of a company's value, based on the present value of future free cash flows, current liquidation value and/or comparable sales.'
This qualitative and quantitative value investment strategy is reflected in Southeastern Asset Management's strategies. The fund has a concentrated stock portfolio of only 40 to 50 companies. Let's now take a look at stocks with huge upside potential from Billionaire Mason Hawkins' portfolio.
To compile the list of billionaire Mason Hawkins' 10 mid-cap stocks with huge upside potential, we sifted through 13F filings of Southeastern Asset Management, from Insider Monkey. From these filings, we checked each stock's upside potential from CNN and ranked the stocks in ascending order of the upside potential. We have also added the stake Southeastern Asset Management holds in each company and the hedge fund sentiment around each stock. Please note that the data was recorded on May 4, 2025. Also note that for this article, we have defined mid-cap companies as those with a market capitalization between $10 billion to $55 billion.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points ().
SharkNinja, Inc. (NYSE:SN) is a leading product design company. It operates through two main business segments, which are also its well-known brands, called Shark and Ninja. The company is known for its innovative design categories and has more than 31 household subcategories.
SharkNinja, Inc. (NYSE:SN) grew its net sales by 29.7% during the fiscal fourth quarter of 2024 to reach $1.79 billion. This was driven by growth across its main categories, which are Cooking and Beverage Appliances, Food Preparation Appliances, Cleaning Appliances, and Beauty and Home Environment Appliances. As a result of operational discipline, the gross profits also improved to reach $839.5 million, reflecting a 34.8% increase year-over-year.
Earlier on April 11, Alexander Perry from Bank of America Securities maintained a Buy rating on the stock with a price target of $120, stating that the company can gain market share by outperforming its competitors in growth. In addition, SharkNinja, Inc. (NYSE:SN) has also reduced the impact of tariffs by changing its production regions. It is one of billionaire Mason Hawkins' 10 mid-cap stocks with huge upside potential.
Munro Global Growth Small & Mid Cap Fund stated the following regarding SharkNinja, Inc. (NYSE:SN) in its Q4 2024 investor letter:
'SharkNinja, Inc. (NYSE:SN) contributed -34bps to Fund performance for the quarter. SharkNinja, based in Needham Heights, Massachusetts, is a leading designer and marketer of electrical household appliances.
Overall, SN ranks 1st on our list of billionaire Mason Hawkins' mid-cap stocks with huge upside potential. While we acknowledge the potential of SN as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SN but that trades at less than 5 times its earnings, check out our report about this .
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
WIRED
27 minutes ago
- WIRED
Switch 2 Scalpers Are Auctioning Off Their Preorders to the Highest Bidder
People hoping to score Nintendo's new console this week are finding them on resale websites—at several hundred dollars over the retail price of $450. The Nintendo Switch 2 Courtesy of Nintendo Nintendo's Switch 2 launch is underway worldwide. The console officially releases June 5, meaning buyers in territories in earlier time zones have already gotten their hands on it. As midnight rolls across North America, players here will do the same. Many fans preordered their Switch 2, allowing them to skip the in-person lines planned for midnight sales at retail stores. Others are currently bidding on consoles being sold by scalpers. Sellers on sites like eBay and Mercari have created their own ecosystem of preorder sales, capitalizing on fears that the ongoing tariff drama and possible stock shortages will make the Switch 2 scarce. The console, which retails at $450, is selling for several hundred dollars more on the resale sites. One listing, which promises to ship June 6, is selling for $849 or 'best offer.' Other listings are actively being bid on. On Mercari, consoles are selling in the $600 range and above. There are good reasons for people to be anxious. Nintendo has a history of supply shortages, including with the Switch 2's predecessor; in Japan, the company has already warned customers that demand may exceed supply. Nintendo prepared for the possibility of scalping ahead of the game console's preorder period; buyers who wanted a unit directly from their stores could only purchase one system per account and had to meet specific requirements, including 50 hours of playtime on their Switch account. Buyers who wanted to snatch more than one Switch could still place multiple orders through other retailers, like Amazon or Walmart. According to online message boards, some did; others confessed to buying from scalpers after failing to find their own. 'I have no shame,' wrote a user on the GameFaqs forum. 'Roughly 700.00 [USD]. Including priority air next day shipping…no Mario Kart bundle. I couldn't wait any longer.' Reached by WIRED, Nintendo would not immediately comment. Earlier this month, the company announced that it would be working with Mercari, Yahoo Auctions, Yahoo Fleamarket, and Rakuten Rakuma to remove listings and ban users—but only in Japan. Crackdowns on the resale sites will begin June 5 as part of a probationary period. It's unclear if these measures will be implemented in other regions. The global market may also yet have a part to play. Nintendo made the unprecedented move of temporarily delaying preorders after the console's in-person unveiling, following extreme tariff announcements made by President Donald Trump. Although the price of the console itself hasn't been impacted—for now—many accessories are now more expensive than previously announced. As even older game consoles grow more expensive, it's not impossible that the Switch 2's price will increase after launch. Still, buyers turning to secondhand sellers may be left Switchless after all, due to preorder delays and cancellations. Earlier this week, some retailers were reportedly canceling preorders due to system errors or stock shortages.
Wall Street Journal
27 minutes ago
- Wall Street Journal
10-Year Treasury Yield Heads Toward Largest Decline Since April 14
1316 ET — The yield on the 10-year U.S. Treasury note is headed toward its biggest one-day decline since April 14 after a pair of lackluster reports on the U.S. economy. Yields, which fall when bond prices rise, began sliding early in the session after the ADP's National Employment report showed that 37,000 jobs were created in May, the slowest pace of private-sector hiring in two years. Economists polled by The Wall Street Journal projected hiring would increase by 110,000 new jobs. Yields extended their decline after an ISM services report, which suggested that activity among service firms fell unexpectedly in May. The survey's index for new orders and inventories both sank into contraction, with respondents reporting difficulty in planning due to uncertain tariff policies. The 10-year yield recently traded near 4.36%, down from 4.46% Tuesday. ( 0841 ET – An ominous sign from the U.S. labor market triggers a rush to Treasury bonds, driving yields sharply lower. ADP says only 37,000 jobs were created by private employers in May, the lowest since March 2023. Economists surveyed by WSJ expected 110,000. ADP revises the April figure to 60,000 from 62,000 and says hiring is losing momentum while pay growth remained at robust levels. The report may reflect businesses reluctance to hire amid tariffs uncertainty. Trump cites the report to call on the Fed to lower rates. Friday, payrolls are expected to slow a little from April. The 10-year is at 4.419% and the two-year at 3.931%. ( @ptrevisani)
Fox News
27 minutes ago
- Fox News
Rep. Alford to introduce congressional stock trading ban mirroring Senate's 'PELOSI Act'
FIRST ON FOX: Rep. Mark Alford, R-Mo., on Wednesday will introduce legislation that would ban congressional stock trading, serving as the House companion bill to Sen. Josh Hawley's, R-Mo., "PELOSI Act" in the Senate. Alford's proposed bill would ban lawmakers and their spouses from holding, purchasing or selling individual stocks while in office, but it allows investments in diversified mutual funds, exchange-traded funds or U.S. Treasury bonds. If passed, current lawmakers would have 180 days to comply with the legislation. Likewise, newly elected lawmakers must achieve compliance within 180 days of entering office. "As public servants, we should hold ourselves to a higher standard and avoid the mere appearance of corruption," Alford said in a statement. "Unfortunately, too many members of Congress are engaging in suspicious stock trades based on non-public information to enrich themselves." "These gross violations of the public trust make clear: we must finally take action to ban members and their spouses from owning or selling individual stocks," he added. Under the proposed legislation, lawmakers who continue to make wrongful transactions would be required to hand over any profits they made to the U.S. Treasury Department. The House or Senate ethics committees could also impose a fine on such lawmakers amounting to 10% of each wrongful transaction. House Speaker Mike Johnson endorsed a stock trading ban on Wednesday, saying "a few bad actors" have ruined Americans' trust in lawmakers on the issue. "You want me to tell you my honest opinion on that? I'm in favor of that, because I don't think we should have any appearance of impropriety here," he told reporters during a press conference. President Donald Trump himself endorsed the same ban for members of Congress in an interview with Time magazine last month. "I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send that to me, I would do it," he said of a trading ban. "You'll sign it?" the reporter pressed. "Absolutely," Trump responded. Democrats in the House of Representatives have also expressed support for a ban, with House Minority Leader Hakeem Jeffries, D-N.Y., throwing his weight behind the proposal last week.
