← Top Holdings

AVTAVNET INC

CUSIP: 053807103

1

Guru Owners

$1.1M

Total Value Held

23,856

Total Shares

$1.1M
0.00%

📊 Fundamentals

Market Cap$4.9B
P/E Ratio24.4x
Near market avg
Forward P/E9.6x
P/FCF44.0x
EPS (TTM)$2.46
Revenue (TTM)$23.2B
Profit Margin0.90%
Div Yield2.30%
Beta0.91

52-Week Range

$39.22
$68.29

Current: $60.05

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.4x trailing earnings → 9.6x forward · 0.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.1M$2.3M$3.4M$4.6MQ1 '24Q2 '24Q3 '24Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $1.1M
REDUCEDRay Dalio$1.1M
Q3 '241 owners · $245K
REDUCEDRay Dalio$245K
Q2 '241 owners · $4.6M
REDUCEDRay Dalio$4.6M
Q1 '241 owners · $4.5M

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
5%analyst est. 5.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.5%
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