← Top Holdings
DLODLOCAL LTD
CUSIP: G29018101
2
Guru Owners
$7.1M
Total Value Held
503,509
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 466809 | $6.6M | 0.03% | $14.14 | Q4 2025 | |
| Dodge & Cox | 36700 | $519K | 0.00% | $14.14 | Q4 2025 |
📊 Fundamentals
Market Cap$3.4B
P/E Ratio20.7x
Near market avg
Forward P/E13.2x
P/FCF29.6x
EPS (TTM)$0.56
Revenue (TTM)$960.2M
Profit Margin17.80%
Beta1.11
52-Week Range
$7.61
$16.78
Current: $11.60
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 20.7x trailing earnings → 13.2x forward · 17.8% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $7.1M
Q3 '252 owners · $10.5M
Q2 '252 owners · $7.3M
Q1 '252 owners · $5.6M
Q4 '241 owners · $506K
No changes
Q3 '241 owners · $359K
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
30%analyst est. 30.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
12.0%current: 12.0%
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