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Cal-Maine Foods Inc

Held by 2 superinvestors (CALM).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Valuation

Valuation · two methods

Earnings Power & Asset Floor

Two intrinsic-value methods and a tangible asset floor — deterministic, not price forecasts or recommendations.

In fair-value rangePrice sits within both methods’ value estimate.
margin of safety
fair value
above fair value
$84
cheaper$67 – $623 value estimatepricier

Cal-Maine Foods Inc (CALM): Two methods value the business — a conservative owner-earnings DCF and a growth-credited Greenwald estimate, $67–$623 / sh. Today’s price sits inside both (price $84 as of 2026-07-02).

Model cautions

  • The DCF result diverges from a zero-growth sanity check (over 50%).
  • The two methods’ midpoints differ materially — growth assumptions warrant review (over 20%).
  • Growth nearly matches the discount rate — the estimate is sensitive to assumptions.

An observation from two valuation methods — not investment advice, not a buy/sell signal, and not a price target.

Price as of 2026-07-02 · yahoo · DGS10 4.5% @ 2026-07-01.

Method & numbers

Owner-earnings DCF $66.82 – $118.93 · Greenwald $312.43 – $622.64 (neutral $463.66) · zero-growth base $111.64 · reproduction $51.11

Moat Franchise (moat) · terminal value 43% of present value · owner-earnings yield 7% vs 10Y 4.5%.

Graham earnings-power value (normalized NOPAT)$93.20 – $111.64 / sh

Normalized NOPAT = average operating margin over the years shown × latest-year revenue × (1 − normalized tax); then + D&A − maintenance capex (write A). Unlevered (pre-interest, attributable to all capital). Capitalized at the 9–11% rate band (read as a WACC proxy). Enterprise → equity bridge applied: + cash − total debt.

Years: 2025, 2022, 2021, 2020, 2016

v1 simplifications: Maintenance capex (ok) deducted in full cash (write A): EPV = (NOPAT + D&A − maintenance capex) / WACC; no tax shield on the capex term. Share-based compensation is left as a real expense (not added back).

Buffett owner-earnings value$56.60 – $69.18 / sh

Owner earnings = average net income + average D&A − maintenance capex (zero-growth floor; no ΔNWC). Levered (starts from net income, already after interest — an equity-holder stream). Capitalized at the 9–11% rate band (read as a cost-of-equity proxy). No enterprise→equity bridge: the capitalized result is already equity value (subtracting debt would double-count interest).

Years: 2025, 2022, 2021, 2020, 2016

v1 simplifications: Owner earnings = net income + D&A − maintenance capex (ok); the working-capital change is excluded (maintenance ΔNWC ≈ 0; growth ΔNWC is carried in growth value, not double-counted). One-time items are not separately normalized (multi-year averaging smooths them partially). Share-based compensation is left as a real expense (not added back); see the SBC/OE disclosure. Capitalized at the same 9–11% band as a cost-of-equity proxy (theoretically the cost of equity is higher; v2 simplification, v3 to refine).

Reproduction value = tangible net assets $2.50B = $51.11 / sh. Tangible net assets = shareholders' equity − goodwill − intangibles, ÷ diluted shares (no R&D history to capitalize).

Moat reading: Franchise test compares earnings power (EPV) against reproduction value (tangible net assets + capitalized R&D). EPV well above reproduction value signals a moat; near it, a commodity; below it, value destruction. A directional reading, not a verdict.

Growth value: if the moat holds for 10 yr at ROIIC ≈ 4169%, $200.79–$511.00 / sh (neutral $352.03). Conservative, not a forecast.

Window FY 2025, 2022, 2021, 2020, 2016 · discount band 9%11% · normalized tax 21% (Average effective tax rate over 5 year(s), capped at the statutory 21%.) · diluted shares.

Owner-earnings DCF: growth g₁ 10% · OE FY 2025, 2022, 2021, 2020, 2016 · Discount band: 8.98%–12.00% (DGS10 +4.5% to a 12% strict end, as of 2026-07-01). No enterprise→equity bridge: owner earnings already flow to shareholders (post-interest), so no net cash is added and no debt subtracted — matching the engine owner-earnings lamp. Two-method midpoint gap 129%.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

2 superinvestors hold it · $5.1M combined

This quarter1 trimmed

Largest holder Bill Miller

Held by 2 superinvestors of Cal-Maine Foods Inc (CALM); this quarter 1 trimmed (as of 2026-03-31).

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

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Superinvestors Holding This Security

  • Value$4.9MWeight (prev→now)1.7% 1.3%
  • Value$201,278Weight (prev→now)0.0% 0.0%

Ownership overview

Cal-Maine Foods Inc (CALM) is held by 2 of the superinvestors tracked on Compounder, with a combined $5.1M in reported 13F value. The largest position belongs to Bill Miller, where it makes up 1.3% of the portfolio.

Other notable holders by value include Ray Dalio (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in CALM, 0 added to existing ones, 1 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 1 → 2.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker
CALM
Total value held
$5.1M
Largest holder
Bill Miller
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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