← Top Holdings

KTOSKRATOS DEFENSE & SEC SOLUTIO

CUSIP: 50077B207

2

Guru Owners

$7.3M

Total Value Held

104,132

Total Shares

$5.3M
0.02%
$2.1M
0.01%

📊 Fundamentals

Market Cap$9.4B
P/E Ratio314.6x
Above market avg
Forward P/E46.7x
EPS (TTM)$0.16
Revenue (TTM)$1.4B
Profit Margin2.08%
Beta1.07

52-Week Range

$42.81
$134.00

Current: $50.34

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 314.6x trailing earnings → 46.7x forward · 2.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.4M$4.7M$7.1M$9.4MQ2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $7.3M
INCREASEDRay Dalio$5.3M
INCREASEDPolen Capital$2.1M
Q4 '252 owners · $9.4M
REDUCEDRay Dalio$7.9M
REDUCEDPolen Capital$1.5M
Q3 '252 owners · $7.9M
NEWRay Dalio$5.7M
REDUCEDPolen Capital$2.2M
Q2 '251 owners · $1.6M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

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

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
24%analyst est. 24.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -7.5%
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