← Top Holdings

ARCOARCOS DORADOS HLDGS INC

CUSIP: G0457F107

2

Guru Owners

$89.5M

Total Value Held

10.9M

Total Shares

$88.6M
0.29%
$932K
0.00%

📊 Fundamentals

Market Cap$1.7B
P/E Ratio7.4x
Below market avg
Forward P/E9.6x
P/FCF9.5x
EPS (TTM)$1.11
Revenue (TTM)$4.8B
Profit Margin4.86%
Div Yield3.40%
Beta0.48

52-Week Range

$6.51
$9.75

Current: $8.24

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 7.4x trailing earnings → 9.6x forward · 4.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$22.4M$44.8M$67.2M$89.5MQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $89.5M
INCREASEDRichard Pzena$88.6M
Q4 '252 owners · $78.4M
REDUCEDRichard Pzena$77.5M
INCREASEDDodge & Cox$829K
Q3 '252 owners · $77.9M
REDUCEDRichard Pzena$77.1M
Q2 '252 owners · $52.4M
NEWRichard Pzena$51.5M
INCREASEDDodge & Cox$868K
Q1 '251 owners · $854K

No changes

Q4 '241 owners · $772K

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
7%analyst est. 6.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.8%current: 3.8%
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