โ† Top Holdings

ESIELEMENT SOLUTIONS INC

CUSIP: 28618M106

2

Guru Owners

$6.8M

Total Value Held

198,726

Total Shares

$5.3M
0.02%
$1.5M
0.02%

๐Ÿ“Š Fundamentals

Market Cap$9.5B
P/E Ratio62.6x
Above market avg
Forward P/E19.0x
P/FCF409.0x
EPS (TTM)$0.62
Revenue (TTM)$2.8B
Profit Margin5.32%
Div Yield0.83%
Beta1.24

52-Week Range

$22.63
$49.25

Current: $38.83

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ’ก Trades at 62.6x trailing earnings โ†’ 19.0x forward ยท 5.3% profit margin

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.8M$3.7M$5.5M$7.3MQ1 '24Q2 '24Q3 '24Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners ยท $6.8M
REDUCEDRay Dalio$5.3M
NEWLee Ainslie$1.5M
Q4 '251 owners ยท $5.2M
INCREASEDRay Dalio$5.2M
Q3 '241 owners ยท $422K
REDUCEDRay Dalio$422K
Q2 '241 owners ยท $839K
INCREASEDRay Dalio$839K
Q1 '241 owners ยท $7.3M

No changes

๐Ÿ’ฐ DCF Calculator

DCF model ยท 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

๐Ÿ“Š Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 6.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps ยท 10% growth
5%20%

Model: 10-year DCF ยท 3.0% terminal growth ยท Based on Yahoo Finance data

ESI Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker