← Top Holdings
LZAGYLonza Group ADR
CUSIP: 54338V101
1
Guru Owners
$5.9M
Total Value Held
92,468
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Torray LLC | 92468 | $5.9M | 0.87% | $63.85 | Q1 2026 |
📊 Fundamentals
Market Cap$43.8B
P/E Ratio37.3x
Above market avg
Forward P/E21.4x
EPS (TTM)$1.65
Revenue (TTM)$6.5B
Profit Margin-4.21%
Div Yield1.04%
Beta0.89
52-Week Range
$58.53
$73.85
Current: $61.49
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 37.3x trailing earnings → 21.4x forward · -4.2% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $5.9M
Q4 '251 owners · $6.2M
Q3 '251 owners · $6.5M
Q2 '251 owners · $7.2M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
12%analyst est. 12.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -27.5%
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