← Top Holdings
BWXTBWX TECHNOLOGIES INC
CUSIP: 05605H100
3
Guru Owners
$10.2M
Total Value Held
58,818
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 32328 | $5.6M | 0.02% | $172.84 | Q4 2025 | |
| Bridgewater Associates | 13990 | $2.4M | 0.01% | $172.84 | Q4 2025 | |
| Polen Capital Management | 12500 | $2.2M | 0.01% | $172.84 | Q4 2025 |
📊 Fundamentals
Market Cap$20.4B
P/E Ratio62.2x
Above market avg
Forward P/E43.1x
P/FCF153.8x
EPS (TTM)$3.58
Revenue (TTM)$3.2B
Profit Margin10.29%
Div Yield0.45%
Beta0.79
52-Week Range
$100.12
$241.82
Current: $222.59
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 62.2x trailing earnings → 43.1x forward · 10.3% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $10.2M
Q3 '251 owners · $6.8M
Q2 '252 owners · $16.9M
Q4 '241 owners · $33.3M
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
10%analyst est. 9.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.1%current: 4.1%
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
🏛️ Congressional Trades
BWXT: Held by 3 superinvestors · 4 congress member trades
$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-06-11