← Top Holdings

DYDYCOM INDS INC

CUSIP: 267475101

1

Guru Owners

$9.1M

Total Value Held

26,932

Total Shares

$9.1M
0.04%

📊 Fundamentals

Market Cap$12.5B
P/E Ratio39.8x
Above market avg
Forward P/E20.8x
P/FCF43.3x
EPS (TTM)$10.45
Revenue (TTM)$6.3B
Profit Margin4.98%
Beta1.50

52-Week Range

$233.00
$566.47

Current: $416.08

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 39.8x trailing earnings → 20.8x forward · 5.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.3M$4.6M$6.8M$9.1MQ2 '24Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $9.1M
INCREASEDRay Dalio$9.1M
Q4 '251 owners · $6.1M
REDUCEDRay Dalio$6.1M
Q3 '251 owners · $5.9M
REDUCEDRay Dalio$5.9M
Q2 '241 owners · $533K

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
12%analyst est. 11.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.6%current: 4.6%
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