← Top Holdings

AEISADVANCED ENERGY INDS

CUSIP: 007973100

1

Guru Owners

$1.0M

Total Value Held

4,849

Total Shares

$1.0M
0.00%

📊 Fundamentals

Market Cap$14.9B
P/E Ratio101.2x
Above market avg
Forward P/E36.5x
P/FCF124.4x
EPS (TTM)$3.88
Revenue (TTM)$1.8B
Profit Margin8.25%
Div Yield0.11%
Beta1.35

52-Week Range

$86.27
$397.44

Current: $392.48

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 101.2x trailing earnings → 36.5x forward · 8.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$403K$806K$1.2M$1.6MQ3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $1.0M
REDUCEDRay Dalio$1.0M
Q3 '251 owners · $1.6M

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
14%analyst est. 13.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.7%current: 6.7%
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

🏛️ Congressional Trades

AEIS: Held by 1 superinvestors · 2 congress member trades

$1,001 - $15,0002026-01-20
$1,001 - $15,0002025-04-17