AMSCAMERICAN SUPERCONDUCTOR CORP

CUSIP: 030111207

Guru Owners

$678K

Total Value Held

23,565

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	23565	$678K	0.00%	$28.78	Q4 2025

Polen Capital

$678K

0.00%

📊 Fundamentals

Market Cap$1.4B

P/E Ratio9.6x

Below market avg

Forward P/E27.5x

EPS (TTM)$3.04

Revenue (TTM)$279.4M

Profit Margin46.70%

Beta3.08

52-Week Range

$13.98

$70.49

Current: $29.04

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 9.6x trailing earnings → 27.5x forward · 46.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $678K

REDUCEDPolen Capital$678K

Q3 '251 owners · $2.8M

INCREASEDPolen Capital$2.8M

Q2 '251 owners · $1.7M

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

20%analyst est. 20.3%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -3.2%

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