Graham Defensive Investor

Large, sound companies with an unbroken dividend and earnings growth, at a modest price.

Dividend Growth

Reliable payers with room to keep paying: a decade without a cut, a covered dividend, growing earnings.

High Insider Buying

Companies where three or more insiders bought shares in the open market in the last three months.

Piotroski High Score

Cheap companies whose finances are improving on eight or nine of Piotroski's nine tests.

Showing the 10 largest of 53 matches.
1 filter active
median
thirds
  1. Visa Inc.

    V Financial · Credit Services · US

    $423.16 +24.4% 1Y
    Low $293.89 High $442.23

    Visa is a payments technology company that helps money move between consumers, sellers, financial institutions, businesses and governments. It was founded in 1958, is headquartered in Mission Rock and is led by Chief Executive Officer Ryan McInerney.

    Market cap $809.5B
    Revenue growth (Q) +13.2%
    EPS growth (Q) +17.0%
    FCF growth (Q) +17.9%
    Revenue growth (next yr) +14.5%
    Net margin 51.2%
    ROE 64.6%
    P/E 32.7×
    Forward P/E 32.6×
    P/FCF 34.4×
    Dividend yield 0.63%
    Insider ownership 5.29%
    Insider buys / sells (12M) — $114.4M
    Reported FY2023 FY2024 FY2025 FY2026
    Revenue $32.7B $35.9B $40.0B $45.9B
    EPS $8.28 $9.73 $10.20 $11.64
    Free cash flow $19.7B $18.7B $21.6B $22.1B
    Net debt −$1.3B $2.6B $3.2B $7.4B
  2. Mastercard Incorporated

    MA Financial · Credit Services · US

    $655.74 +18.5% 1Y
    Low $464.52 High $681.99

    Mastercard is a technology company in the global payments industry. It operates a network that connects financial institutions, merchants, consumers, businesses, governments and digital partners.

    Market cap $571.4B
    Revenue growth (Q) +14.0%
    EPS growth (Q) +21.7%
    FCF growth (Q) −10.3%
    Revenue growth (next yr) +13.9%
    Net margin 46.7%
    ROE 231.4%
    P/E 34.2×
    Forward P/E 32.5×
    P/FCF 37.2×
    Dividend yield 0.53%
    Insider ownership 8.34%
    Insider buys / sells (12M) — $73.4M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $22.2B $25.1B $28.2B $32.8B $36.3B
    EPS $10.22 $11.83 $13.89 $16.52 $19.12
    Free cash flow $10.1B $10.9B $13.6B $16.4B $15.4B
    Net debt $6.0B $6.5B $9.0B $7.5B $12.9B
  3. American Express Company

    AXP Financial · Credit Services · US

    $325.97 −10.9% 1Y
    Low $290.97 High $387.49

    American Express is a global payments and premium lifestyle brand powered by technology. It was founded in 1850, is headquartered in New York, and is led by Chairman and Chief Executive Officer Stephen J. Squeri.

    Market cap $217.9B
    Revenue growth (Q) +6.92%
    EPS growth (Q) +30.9%
    FCF growth (Q) −20.5%
    Revenue growth (next yr) −1.34%
    Net margin 14.1%
    ROE 35.5%
    P/E 18.3×
    Forward P/E 17.4×
    P/FCF 15.8×
    Dividend yield 1.13%
    Insider ownership 0.49%
    Insider buys / sells (12M) — $79.9M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $55.6B $67.4B $74.2B $80.5B $85.5B
    EPS $9.85 $11.21 $14.01 $15.38 $17.76
    Free cash flow $19.2B $17.0B $12.1B $16.0B $13.9B
    Net debt $8.7B $1.3B $9.1B $8.6B $15.3B
  4. Capital One Financial Corporation

    COF Financial · Credit Services · US

    $204.91 −7.45% 1Y
    Low $174.24 High $259.64

    Capital One Financial Corporation is a diversified financial-services holding company founded in 1994 and headquartered in McLean, Virginia. It operates a bank alongside non-bank subsidiaries, serving consumers, small businesses and commercial clients through digital channels, branches, cafés and other distribution channels.

    Market cap $122.6B
    Revenue growth (Q) +3.24%
    EPS growth (Q) +16.2%
    FCF growth (Q) −39.3%
    Revenue growth (next yr) −7.48%
    Net margin 13.3%
    ROE 9.44%
    P/E 12.1×
    Forward P/E 11.7×
    P/FCF 4.8×
    Dividend yield 1.56%
    Insider ownership 2.33%
    Insider buys / sells (12M) — $61.3M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $38.4B $49.5B $53.9B $69.3B $79.3B
    EPS $17.91 $11.95 $11.59 $4.03 $16.94
    Free cash flow $12.9B $19.6B $17.0B $26.1B $26.3B
    Net debt $16.6B $5.6B $1.3B −$11.7B −$169.0M
  5. PayPal Holdings, Inc.

    PYPL Financial · Credit Services · US

    $58.97 −13.4% 1Y
    Low $38.46 High $68.07

    PayPal operates a global, two-sided payments network that connects consumers and merchants. Its products help people pay for purchases, send and receive money, manage balances and finances, and use payment methods online, in person and through mobile devices.

    Market cap $49.0B
    Revenue growth (Q) +1.98%
    EPS growth (Q) −3.80%
    FCF growth (Q) −16.6%
    Revenue growth (next yr) +4.14%
    Net margin 13.8%
    ROE 23.8%
    P/E 11.2×
    Forward P/E 11.2×
    P/FCF 7.9×
    Dividend yield 0.95%
    Insider ownership 2.28%
    Insider buys / sells (12M) $0.3M $6.7M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $27.5B $29.8B $31.8B $33.2B $34.3B
    EPS $2.09 $3.84 $3.99 $5.41 $5.24
    Free cash flow $5.1B $4.3B $6.8B $5.6B $6.3B
    Net debt −$451.0M −$4.4B −$1.0B −$435.0M $3.2B