← Top Holdings
POWLPOWELL INDS INC
CUSIP: 739128106
1
Guru Owners
$9.5M
Total Value Held
17,485
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Polen Capital Management | 17485 | $9.5M | 0.07% | $541.08 | Q1 2026 |
📊 Fundamentals
Market Cap$8.5B
P/E Ratio45.6x
Above market avg
Forward P/E34.0x
P/FCF60.0x
EPS (TTM)$5.13
Revenue (TTM)$1.1B
Profit Margin16.51%
Div Yield0.15%
Beta1.14
52-Week Range
$68.33
$328.00
Current: $234.05
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 45.6x trailing earnings → 34.0x forward · 16.5% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '261 owners · $9.5M
Q4 '251 owners · $6.5M
Q3 '251 owners · $7.1M
Q2 '251 owners · $5.3M
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
19%analyst est. 19.2%
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