← Top Holdings

BCOBRINKS CO

CUSIP: 109696104

2

Guru Owners

$124.7M

Total Value Held

1.1M

Total Shares

$119.9M
1.30%
$4.7M
0.02%

📊 Fundamentals

Market Cap$4.7B
P/E Ratio24.2x
Near market avg
Forward P/E10.8x
P/FCF11.9x
EPS (TTM)$4.70
Revenue (TTM)$5.3B
Profit Margin3.80%
Div Yield0.90%
Beta1.12

52-Week Range

$80.10
$136.37

Current: $113.56

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 24.2x trailing earnings → 10.8x forward · 3.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$36.6M$73.2M$109.7M$146.3MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $124.7M
REDUCEDJohn Rogers$119.9M
INCREASEDRay Dalio$4.7M
Q3 '252 owners · $146.3M
REDUCEDJohn Rogers$143.2M
INCREASEDRay Dalio$3.1M
Q2 '252 owners · $125.2M
REDUCEDJohn Rogers$123.5M
NEWRay Dalio$1.6M
Q1 '251 owners · $120.1M
INCREASEDJohn Rogers$120.1M
SOLDRay Dalio
Q4 '242 owners · $120.6M
INCREASEDJohn Rogers$118.9M
REDUCEDRay Dalio$1.6M
Q3 '242 owners · $136.2M
REDUCEDJohn Rogers$132.0M
REDUCEDRay Dalio$4.3M

💰 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
4%analyst est. 4.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
7.5%current: 7.5%
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

🏛️ Congressional Trades

BCO: Held by 2 superinvestors · 4 congress member trades

SELLLisa McClainR
$1,001 - $15,0002025-10-31
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-06-11