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 11 matches.
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  1. Snap-On Incorporated

    SNA Industrials · Tools & Accessories · US

    $366.01 +6.79% 1Y
    Low $320.80 High $423.02

    Snap-on is a manufacturer and marketer of professional tools, equipment, diagnostics, repair information and systems solutions. Its products are used by people doing repair, maintenance and other technical work in vehicle repair, aerospace, the military, natural resources, manufacturing and other commercial settings.

    Market cap $18.9B
    Revenue growth (Q) −0.60%
    EPS growth (Q) −7.57%
    FCF growth (Q) −11.4%
    Revenue growth (next yr) +2.67%
    Net margin 20.8%
    ROE 16.9%
    P/E 18.7×
    Forward P/E 18.6×
    P/FCF 17.2×
    Dividend yield 2.67%
    Insider ownership 2.42%
    Insider buys / sells (12M) — $61.5M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $4.5B $4.7B $4.7B $4.7B $4.9B
    EPS $16.82 $18.76 $19.51 $19.19 $19.23
    Free cash flow $596.1M $1.1B $1.1B $1.0B $1.1B
    Net debt $426.6M $183.1M −$175.0M −$438.1M −$782.8M
  2. Stanley Black & Decker, Inc.

    SWK Industrials · Tools & Accessories · US

    $115.43 +65.8% 1Y
    Low $61.90 High $122.68

    Stanley Black & Decker makes and sells hand tools, power tools, outdoor equipment and accessories, as well as engineered fastening products. Founded in 1843, the company is headquartered in New Britain, Connecticut.

    Market cap $17.4B
    Revenue growth (Q) −0.65%
    EPS growth (Q) +438.5%
    FCF growth (Q) +276.7%
    Revenue growth (next yr) −74.6%
    Net margin 5.53%
    ROE 9.44%
    P/E 20.6×
    Forward P/E 18.1×
    P/FCF 9.8×
    Dividend yield 2.88%
    Insider ownership 0.00%
    Insider buys / sells (12M) — $0.9M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $16.9B $15.8B $15.4B $15.1B $15.2B
    EPS $6.76 −$2.07 $1.95 $2.65 $5.59
    Free cash flow −$1.9B $867.7M $767.8M $704.8M $1.7B
    Net debt $5.0B $5.7B $5.8B $5.0B $4.0B
  3. Lincoln Electric Holdings, Inc.

    LECO Industrials · Tools & Accessories · US

    $272.49 +19.3% 1Y
    Low $216.22 High $310.00

    Lincoln Electric makes equipment, consumables and automated systems used to join and cut materials. Its customers use those products to manufacture and maintain machinery, vehicles, buildings and infrastructure.

    Market cap $14.7B
    Revenue growth (Q) +15.1%
    EPS growth (Q) +19.0%
    FCF growth (Q) −13.1%
    Revenue growth (next yr) +13.1%
    Net margin 12.4%
    ROE 38.8%
    P/E 25.9×
    Forward P/E 24.8×
    P/FCF 28.6×
    Dividend yield 1.16%
    Insider ownership 2.05%
    Insider buys / sells (12M) — $12.4M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $3.8B $4.2B $4.0B $4.2B $4.6B
    EPS $8.04 $9.37 $8.15 $9.32 $10.43
    Free cash flow $314.8M $626.0M $490.2M $541.4M $518.5M
    Net debt $924.3M $709.0M $873.3M $985.2M $866.7M
  4. RBC Bearings Incorporated

    RBC Industrials · Tools & Accessories · US

    $464.08 +7.59% 1Y
    Low $418.05 High $667.69

    RBC Bearings makes precision bearings, gearing, components and essential systems for industrial and aerospace and defense customers. Its products help moving machinery carry loads, transmit power, reduce friction and control pressure and flow.

    Market cap $14.7B
    Revenue growth (Q) +15.2%
    EPS growth (Q) +55.8%
    FCF growth (Q) +19.5%
    Revenue growth (next yr) +13.9%
    Net margin 17.5%
    ROE 10.5%
    P/E 41.3×
    Forward P/E 37.7×
    P/FCF 36.7×
    Dividend yield —
    Insider ownership 1.41%
    Insider buys / sells (12M) — $4.5M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $1.5B $1.6B $1.6B $1.9B $2.0B
    EPS $4.94 $6.41 $7.70 $9.09 $11.18
    Free cash flow $178.6M $241.5M $243.8M $342.6M $399.2M
    Net debt $1.3B $1.1B $883.3M $818.2M $621.2M
  5. Toro Company (The)

    TTC Industrials · Tools & Accessories · US

    $105.52 +42.6% 1Y
    Low $67.64 High $110.87

    Toro designs and sells equipment for maintaining land, managing water, clearing snow and installing underground utilities. Its customers range from homeowners and landscape contractors to golf courses, municipalities, rental companies and agricultural operators.

    Market cap $10.0B
    Revenue growth (Q) +8.35%
    EPS growth (Q) +50.0%
    FCF growth (Q) −22.4%
    Revenue growth (next yr) +6.31%
    Net margin 7.64%
    ROE 26.5%
    P/E 28.1×
    Forward P/E 27.3×
    P/FCF 13.9×
    Dividend yield 1.48%
    Insider ownership 0.97%
    Insider buys / sells (12M) <$0.1M $14.2M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $4.5B $4.6B $4.6B $4.5B $4.8B
    EPS $4.20 $3.13 $4.01 $3.17 $3.74
    Free cash flow $146.7M $157.7M $466.7M $579.1M $724.7M
    Net debt $818.6M $858.4M $722.3M $580.5M $786.7M