โ Top Holdings
SEISOLARIS ENERGY INFRAS INC
CUSIP: 83418M103
2
Guru Owners
$67.2M
Total Value Held
1.2M
Total Shares
| Investor | Fund | Shares | Valueโผ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Situational Awareness LP | 1105551 | $62.5M | 0.46% | $56.51 | Q1 2026 | |
| Polen Capital Management | 83675 | $4.7M | 0.03% | $56.51 | Q1 2026 |
๐ Fundamentals
Market Cap$6.3B
P/E Ratio77.8x
Above market avg
Forward P/E25.6x
EPS (TTM)$0.84
Revenue (TTM)$692.1M
Profit Margin6.69%
Div Yield0.73%
Beta1.18
52-Week Range
$24.57
$86.19
Current: $65.35
Data from Yahoo Finance ยท refreshed every 4 hours
๐ก Trades at 77.8x trailing earnings โ 25.6x forward ยท 6.7% profit margin
๐ Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '262 owners ยท $67.2M
Q4 '252 owners ยท $87.1M
Q3 '252 owners ยท $51.8M
No changes
๐ฐ DCF Calculator
DCF model ยท 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
โ ๏ธ This company currently has negative free cash flow. The valuation assumes it will improve.
๐ Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
51%analyst est. 50.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -91.2%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps ยท 10% growth
5%20%
Model: 10-year DCF ยท 3.0% terminal growth ยท Based on Yahoo Finance data