← Top Holdings

AMRCAMERESCO INC

CUSIP: 02361E108

1

Guru Owners

$14.2M

Total Value Held

555,334

Total Shares

📊 Fundamentals

Market Cap$1.2B
P/E Ratio37.5x
Above market avg
Forward P/E13.1x
EPS (TTM)$0.58
Revenue (TTM)$2.0B
Profit Margin1.59%
Beta2.60

52-Week Range

$15.52
$44.93

Current: $21.75

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.5x trailing earnings → 13.1x forward · 1.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$6.0M$12.1M$18.1M$24.2MQ2 '23Q3 '23Q4 '23Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $14.2M
REDUCEDFirst Eagle$14.2M
Q4 '251 owners · $16.8M
REDUCEDFirst Eagle$16.8M
Q3 '251 owners · $24.2M
REDUCEDFirst Eagle$24.2M
Q2 '251 owners · $11.5M
INCREASEDFirst Eagle$11.5M
Q1 '251 owners · $6.8M
INCREASEDFirst Eagle$6.8M
Q4 '241 owners · $9.9M
INCREASEDFirst Eagle$9.9M

💰 DCF Calculator

DCF model · 10-yr forecast

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

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
9%analyst est. 8.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -11.1%
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