← Top Holdings

ACLSAXCELIS TECHNOLOGIES INC

CUSIP: 054540208

1

Guru Owners

$773K

Total Value Held

8,301

Total Shares

$773K
0.00%

📊 Fundamentals

Market Cap$4.0B
P/E Ratio40.9x
Above market avg
Forward P/E27.1x
P/FCF82.3x
EPS (TTM)$3.22
Revenue (TTM)$845.4M
Profit Margin11.93%
Beta1.87

52-Week Range

$65.64
$193.78

Current: $131.54

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 40.9x trailing earnings → 27.1x forward · 11.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.0M$2.1M$3.1M$4.2MQ2 '24Q3 '24Q4 '24Q3 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $773K
INCREASEDRay Dalio$773K
Q3 '251 owners · $217K
INCREASEDRay Dalio$217K
Q4 '241 owners · $956K
REDUCEDRay Dalio$956K
Q3 '241 owners · $2.0M
REDUCEDRay Dalio$2.0M
Q2 '241 owners · $4.2M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 9.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.8%current: 5.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data