← Top Holdings

ESIELEMENT SOLUTIONS INC

CUSIP: 28618M106

1

Guru Owners

$5.2M

Total Value Held

207,388

Total Shares

$5.2M
0.02%

📊 Fundamentals

Market Cap$7.5B
P/E Ratio38.9x
Above market avg
Forward P/E15.3x
P/FCF22.3x
EPS (TTM)$0.79
Revenue (TTM)$2.6B
Profit Margin7.48%
Div Yield1.04%
Beta1.25

52-Week Range

$16.77
$37.74

Current: $30.73

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 38.9x trailing earnings → 15.3x forward · 7.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.8M$3.7M$5.5M$7.3MQ1 '24Q2 '24Q3 '24Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $5.2M
INCREASEDRay Dalio$5.2M
Q3 '241 owners · $422K
REDUCEDRay Dalio$422K
Q2 '241 owners · $839K
INCREASEDRay Dalio$839K
Q1 '241 owners · $7.3M

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
8%analyst est. 7.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
13.2%current: 13.2%
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