← Top Holdings
ARLOARLO TECHNOLOGIES INC
CUSIP: 04206A101
1
Guru Owners
$835K
Total Value Held
58,674
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 58674 | $835K | 0.01% | $14.23 | Q1 2026 |
📊 Fundamentals
Market Cap$1.4B
P/E Ratio47.0x
Above market avg
Forward P/E13.4x
P/FCF22.5x
EPS (TTM)$0.28
Revenue (TTM)$560.6M
Profit Margin5.46%
Beta1.55
52-Week Range
$11.05
$19.94
Current: $13.17
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 47.0x trailing earnings → 13.4x forward · 5.5% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $835K
Q3 '251 owners · $1.0M
Q2 '251 owners · $834K
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
9%analyst est. 8.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.4%current: 11.4%
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