← Top Holdings
DLODLOCAL LTD
CUSIP: G29018101
2
Guru Owners
$6.5M
Total Value Held
503,609
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 458909 | $6.0M | 0.04% | $12.97 | Q1 2026 | |
| Dodge & Cox | 44700 | $580K | 0.00% | $12.97 | Q1 2026 |
📊 Fundamentals
Market Cap$4.3B
P/E Ratio22.8x
Near market avg
Forward P/E12.9x
P/FCF10.8x
EPS (TTM)$0.64
Revenue (TTM)$1.2B
Profit Margin15.85%
Div Yield1.30%
Beta0.94
52-Week Range
$9.81
$16.78
Current: $14.59
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 22.8x trailing earnings → 12.9x forward · 15.8% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '262 owners · $6.5M
Q4 '252 owners · $7.1M
Q3 '252 owners · $10.5M
Q2 '252 owners · $7.3M
Q1 '252 owners · $5.6M
Q4 '241 owners · $506K
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
29%analyst est. 29.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
32.7%current: 32.7%
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