← Top Holdings
SKYTSKYWATER TECHNOLOGY INC
CUSIP: 83089J108
2
Guru Owners
$705K
Total Value Held
25,715
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Mairs & Power | 13000 | $356K | 0.00% | $27.41 | Q1 2026 | |
| Polen Capital Management | 12715 | $349K | 0.00% | $27.41 | Q1 2026 |
📊 Fundamentals
Market Cap$1.6B
P/E Ratio14.3x
Below market avg
Forward P/E-164.2x
P/FCF45.8x
EPS (TTM)$2.34
Revenue (TTM)$541.5M
Profit Margin21.04%
Beta3.34
52-Week Range
$8.49
$39.93
Current: $33.38
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '262 owners · $705K
Q4 '251 owners · $3.3M
Q3 '251 owners · $3.4M
Q1 '251 owners · $1.0M
No changes
Q4 '241 owners · $1.9M
Q3 '241 owners · $1.5M
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
4%analyst est. 4.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.6%current: 6.6%
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