PGYPAGAYA TECHNOLOGIES LTD

CUSIP: M7S64L123

Guru Owners

$1.3M

Total Value Held

63,497

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	63497	$1.3M	0.01%	$20.90	Q4 2025

Polen Capital

$1.3M

0.01%

📊 Fundamentals

Market Cap$931.0M

P/E Ratio12.5x

Below market avg

Forward P/E3.5x

P/FCF5.1x

EPS (TTM)$0.93

Revenue (TTM)$1.3B

Profit Margin6.25%

Beta5.94

52-Week Range

$8.50

$44.99

Current: $11.58

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 12.5x trailing earnings → 3.5x forward · 6.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $1.3M

REDUCEDPolen Capital$1.3M

Q3 '251 owners · $2.3M

INCREASEDPolen Capital$2.3M

Q2 '251 owners · $735K

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

14%analyst est. 13.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

13.9%current: 13.9%

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