← Top Holdings

ENSENERSYS

CUSIP: 29275Y102

2

Guru Owners

$4.8M

Total Value Held

27,835

Total Shares

$3.4M
0.01%
$1.5M
0.02%

📊 Fundamentals

Market Cap$7.3B
P/E Ratio25.8x
Above market avg
Forward P/E14.8x
P/FCF18.1x
EPS (TTM)$7.70
Revenue (TTM)$3.8B
Profit Margin7.83%
Div Yield0.54%
Beta1.18

52-Week Range

$85.56
$244.30

Current: $199.00

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 25.8x trailing earnings → 14.8x forward · 7.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.7M$3.5M$5.2M$6.9MQ3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $4.8M
REDUCEDRay Dalio$3.4M
NEWLee Ainslie$1.5M
Q4 '251 owners · $6.9M
INCREASEDRay Dalio$6.9M
Q3 '251 owners · $289K

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
5%analyst est. 5.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
10.7%current: 10.7%
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