← Top Holdings

NSSCNAPCO SEC TECHNOLOGIES INC

CUSIP: 630402105

1

Guru Owners

$15.1M

Total Value Held

383,596

Total Shares

$15.1M
0.12%

📊 Fundamentals

Market Cap$1.4B
P/E Ratio37.3x
Above market avg
Forward P/E23.7x
P/FCF28.4x
EPS (TTM)$1.03
Revenue (TTM)$197.2M
Profit Margin18.70%
Div Yield1.56%
Beta1.43

52-Week Range

$29.27
$48.12

Current: $38.40

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.3x trailing earnings → 23.7x forward · 18.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$19.2M$38.5M$57.7M$77.0MQ2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $15.1M
INCREASEDTerry Smith$15.1M
SOLDPolen Capital
Q4 '252 owners · $74.7M

No changes

Q3 '252 owners · $77.0M
REDUCEDTerry Smith$76.4M
NEWPolen Capital$540K
Q2 '251 owners · $28.4M

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
10%analyst est. 10.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
24.5%current: 24.5%
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