โ† Top Holdings

AWIArmstrong World Industries, Inc.

CUSIP: 04247X102

3

Guru Owners

$201.2M

Total Value Held

1.2M

Total Shares

$122.3M
1.63%
$73.8M
0.82%
$5.1M
0.02%

๐Ÿ“Š Fundamentals

Market Cap$6.6B
P/E Ratio22.0x
Near market avg
Forward P/E16.6x
P/FCF30.6x
EPS (TTM)$7.05
Revenue (TTM)$1.6B
Profit Margin18.59%
Div Yield0.85%
Beta1.17

52-Week Range

$150.28
$206.08

Current: $155.36

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ’ก Trades at 22.0x trailing earnings โ†’ 16.6x forward ยท 18.6% profit margin

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$50.3M$100.6M$150.9M$201.2MQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners ยท $201.2M
INCREASEDDonald Yacktman$122.3M
NEWJohn Armitage$73.8M
INCREASEDRay Dalio$5.1M
Q4 '253 owners ยท $145.4M
REDUCEDDonald Yacktman$141.7M
REDUCEDRay Dalio$3.4M
INCREASEDPolen Capital$289K
Q3 '253 owners ยท $155.1M
REDUCEDDonald Yacktman$148.8M
INCREASEDRay Dalio$6.0M
Q2 '252 owners ยท $142.6M
REDUCEDDonald Yacktman$139.9M
REDUCEDRay Dalio$2.7M
Q1 '252 owners ยท $127.7M
REDUCEDDonald Yacktman$122.6M
NEWRay Dalio$5.1M
Q4 '241 owners ยท $132.6M
REDUCEDDonald Yacktman$132.6M

๐Ÿ’ฐ DCF Calculator

DCF model ยท 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

๐Ÿ“Š Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 6.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
13.2%current: 13.2%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps ยท 10% growth
5%20%

Model: 10-year DCF ยท 3.0% terminal growth ยท Based on Yahoo Finance data

๐Ÿ›๏ธ Congressional Trades

AWI: Held by 3 superinvestors ยท 2 congress member trades

$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-06-11
AWI Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker