POWLPOWELL INDS INC

CUSIP: 739128106

Guru Owners

$6.5M

Total Value Held

20,341

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	20341	$6.5M	0.03%	$318.78	Q4 2025

Polen Capital

$6.5M

0.03%

📊 Fundamentals

Market Cap$9.2B

P/E Ratio49.0x

Above market avg

Forward P/E40.4x

P/FCF80.5x

EPS (TTM)$5.15

Revenue (TTM)$1.1B

Profit Margin16.82%

Div Yield0.15%

Beta0.82

52-Week Range

$54.75

$257.18

Current: $252.18

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 49.0x trailing earnings → 40.4x forward · 16.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $6.5M

REDUCEDPolen Capital$6.5M

Q3 '251 owners · $7.1M

REDUCEDPolen Capital$7.1M

Q2 '251 owners · $5.3M

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

9%analyst est. 9.1%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

10.2%current: 10.2%

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