IRSIRSA INVERSIONES Y REP S A

CUSIP: 450047303

Guru Owners

$1.7M

Total Value Held

102,911

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	102911	$1.7M	0.01%	$16.54	Q4 2025

Polen Capital

$1.7M

0.01%

📊 Fundamentals

Market Cap$1.2B

P/E Ratio3.5x

Below market avg

Forward P/E27.3x

P/FCF0.0x

EPS (TTM)$4.22

Revenue (TTM)$488.2B

Profit Margin98.94%

Div Yield16.65%

Beta0.21

52-Week Range

$10.61

$19.14

Current: $14.89

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 3.5x trailing earnings → 27.3x forward · 98.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $1.7M

REDUCEDPolen Capital$1.7M

Q3 '251 owners · $1.1M

INCREASEDPolen Capital$1.1M

Q2 '251 owners · $2.3M

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

6%analyst est. 6.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.6%current: 12.6%

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