CECOCECO ENVIRONMENTAL CORP

CUSIP: 125141101

Guru Owners

$4.2M

Total Value Held

69,775

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	69775	$4.2M	0.02%	$59.85	Q4 2025

Polen Capital

$4.2M

0.02%

📊 Fundamentals

Market Cap$1.8B

P/E Ratio37.5x

Above market avg

Forward P/E24.8x

P/FCF67.4x

EPS (TTM)$1.37

Revenue (TTM)$774.4M

Profit Margin6.46%

Beta1.42

52-Week Range

$17.57

$81.72

Current: $51.38

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.5x trailing earnings → 24.8x forward · 6.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $4.2M

INCREASEDPolen Capital$4.2M

Q3 '251 owners · $3.1M

INCREASEDPolen Capital$3.1M

Q2 '251 owners · $519K

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

12%analyst est. 11.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.5%current: 3.5%

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