← Top Holdings

ATGEADTALEM GLOBAL ED INC

CUSIP: 00737L103

2

Guru Owners

$200.9M

Total Value Held

1.9M

Total Shares

$196.3M
2.12%
$4.5M
0.02%

📊 Fundamentals

Market Cap$3.6B
P/E Ratio14.5x
Below market avg
Forward P/E10.6x
P/FCF11.8x
EPS (TTM)$6.79
Revenue (TTM)$1.9B
Profit Margin13.41%
Beta0.71

52-Week Range

$86.26
$156.26

Current: $98.54

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 14.5x trailing earnings → 10.6x forward · 13.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$53.1M$106.2M$159.3M$212.3MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $200.9M
INCREASEDJohn Rogers$196.3M
REDUCEDRay Dalio$4.5M
Q3 '252 owners · $212.3M
REDUCEDJohn Rogers$200.0M
INCREASEDRay Dalio$12.3M
Q2 '252 owners · $198.2M
REDUCEDJohn Rogers$175.0M
INCREASEDRay Dalio$23.1M
Q1 '252 owners · $203.9M
REDUCEDJohn Rogers$186.9M
REDUCEDRay Dalio$17.0M
Q4 '242 owners · $196.3M
REDUCEDJohn Rogers$190.2M
INCREASEDRay Dalio$6.1M
Q3 '242 owners · $178.2M
REDUCEDJohn Rogers$170.0M
REDUCEDRay Dalio$8.2M

💰 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. 7.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
16.1%current: 16.1%
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