GLOBGLOBANT S A

CUSIP: L44385109

Guru Owners

$13.0M

Total Value Held

198,710

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	108248	$7.1M	0.03%	$65.37	Q4 2025
Polen Capital	Polen Capital Management	90462	$5.9M	0.03%	$65.37	Q4 2025

Ray Dalio

$7.1M

0.03%

Polen Capital

$5.9M

0.03%

📊 Fundamentals

Market Cap$2.2B

P/E Ratio22.0x

Near market avg

Forward P/E7.5x

P/FCF7.6x

EPS (TTM)$2.29

Revenue (TTM)$2.5B

Profit Margin4.19%

Beta1.22

52-Week Range

$40.76

$142.25

Current: $50.34

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.0x trailing earnings → 7.5x forward · 4.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $13.0M

REDUCEDRay Dalio$7.1M

INCREASEDPolen Capital$5.9M

Q3 '252 owners · $14.2M

REDUCEDPolen Capital$7.8M

NEWRay Dalio$6.4M

Q2 '251 owners · $24.8M

REDUCEDPolen Capital$24.8M

Q1 '251 owners · $91.2M

NEWPolen Capital$91.2M

SOLDRay Dalio

Q2 '241 owners · $1.3M

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

5%analyst est. 5.3%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.9%current: 11.9%

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

GLOB: Held by 2 superinvestors · 3 congress member trades

SELLJulia LetlowR

$1,001 - $15,0002025-08-08

BUYJulia LetlowR

$1,001 - $15,0002025-07-25

BUYJulia LetlowR

$1,001 - $15,0002025-02-28