← Top Holdings

SMGSCOTTS MIRACLE-GRO CO

CUSIP: 810186106

4

Guru Owners

$73.0M

Total Value Held

1.2M

Total Shares

$58.5M
0.66%
$10.2M
0.09%
$3.8M
0.02%
$447K
0.01%

📊 Fundamentals

Market Cap$3.9B
P/E Ratio19.2x
Near market avg
Forward P/E14.2x
P/FCF9.4x
EPS (TTM)$3.48
Revenue (TTM)$3.5B
Profit Margin3.19%
Div Yield3.95%
Beta1.80

52-Week Range

$52.00
$72.35

Current: $66.79

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.2x trailing earnings → 14.2x forward · 3.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$18.2M$36.5M$54.7M$73.0MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $73.0M
NEWJohn Rogers$58.5M
INCREASEDRay Dalio$3.8M
Q4 '252 owners · $13.2M
INCREASEDRay Dalio$3.4M
Q3 '252 owners · $11.3M
NEWRay Dalio$1.8M
Q2 '251 owners · $11.1M

No changes

Q1 '251 owners · $9.2M

No changes

Q4 '241 owners · $11.1M

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
3%analyst est. 2.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.9%current: 11.9%
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