← Top Holdings

LZAGYLonza Group ADR

CUSIP: 54338V101

1

Guru Owners

$5.9M

Total Value Held

92,468

Total Shares

$5.9M
0.87%

📊 Fundamentals

Market Cap$50.5B
P/E Ratio44.4x
Above market avg
Forward P/E24.9x
EPS (TTM)$1.60
Revenue (TTM)$6.5B
Profit Margin-4.21%
Div Yield0.89%
Beta0.85

52-Week Range

$58.53
$73.85

Current: $70.96

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 44.4x trailing earnings → 24.9x forward · -4.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.8M$3.6M$5.4M$7.2MQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $5.9M
REDUCEDTorray LLC$5.9M
Q4 '251 owners · $6.2M
REDUCEDTorray LLC$6.2M
Q3 '251 owners · $6.5M
INCREASEDTorray LLC$6.5M
Q2 '251 owners · $7.2M
REDUCEDTorray LLC$7.2M
Q1 '251 owners · $6.6M
REDUCEDTorray LLC$6.6M
Q4 '241 owners · $6.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

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

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
12%analyst est. 11.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -27.5%
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

LZAGY Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker