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 15 matches.
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  1. Nutrien Ltd.

    NTR Basic Materials · Agricultural Inputs · CA

    $72.30 +33.9% 1Y
    Low $54.29 High $85.36

    Nutrien Ltd. (NTR) is a leading global provider of agricultural products, services, and solutions. The company was formed in 2018 through the merger of two major agricultural firms, PotashCorp and Agrium.

    Market cap $34.4B
    Revenue growth (Q) +3.58%
    EPS growth (Q) +1.20%
    FCF growth (Q) −5.72%
    Revenue growth (next yr) +3.01%
    Net margin 8.44%
    ROE 9.32%
    P/E 14.6×
    Forward P/E 15.1×
    P/FCF 18.7×
    Dividend yield 3.04%
    Insider ownership 0.78%
    Insider buys / sells (12M) — —
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $37.9B $29.1B $26.0B $26.9B $28.2B
    EPS $14.18 $2.53 $1.36 $4.66 $4.94
    Free cash flow $5.6B $2.5B $1.4B $2.0B $2.1B
    Net debt $9.8B $10.3B $10.6B $10.0B $10.5B
  2. CF Industries Holdings, Inc.

    CF Basic Materials · Agricultural Inputs · US

    $118.41 +39.2% 1Y
    Low $75.42 High $141.96

    CF Industries Holdings, Inc. produces ammonia and nitrogen products used mainly as fertilizers. It makes ammonia by combining nitrogen from the air with hydrogen from natural gas.

    Market cap $17.9B
    Revenue growth (Q) +12.1%
    EPS growth (Q) +31.1%
    FCF growth (Q) +23.9%
    Revenue growth (next yr) +17.3%
    Net margin 27.5%
    ROE 26.3%
    P/E 8.3×
    Forward P/E 8.0×
    P/FCF 8.6×
    Dividend yield 1.77%
    Insider ownership 0.48%
    Insider buys / sells (12M) — $72.2M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $11.2B $6.6B $5.9B $7.1B $7.9B
    EPS $16.38 $7.87 $6.74 $8.97 $14.17
    Free cash flow $3.4B $2.3B $1.8B $1.8B $2.1B
    Net debt $642.0M $936.0M $1.4B $1.2B $397.0M
  3. Corteva, Inc.

    CTVA Basic Materials · Agricultural Inputs · US

    $12.04 +1.69% 1Y
    Low $11.25 High $16.92

    Corteva is an agricultural inputs company that sells seeds, seed technologies and crop protection products used by farmers. It was founded on 2018-03-15 and is headquartered in Washington, D.C. Charles V. Magro is its chief executive officer.

    Market cap $8.0B
    Revenue growth (Q) −1.19%
    EPS growth (Q) −9.90%
    FCF growth (Q) −169.4%
    Revenue growth (next yr) −55.1%
    Net margin 5.66%
    ROE 3.91%
    P/E 8.0×
    Forward P/E 14.2×
    P/FCF 12.2×
    Dividend yield 5.98%
    Insider ownership 0.57%
    Insider buys / sells (12M) — $0.6M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $17.5B $17.2B $16.9B $17.4B $17.8B
    EPS $1.58 $1.03 $1.30 $1.60 $1.51
    Free cash flow $340.0M $1.2B $1.6B $2.9B $659.0M
    Net debt −$2.0B −$253.0M −$466.0M −$2.0B $2.5B
  4. The Mosaic Company

    MOS Basic Materials · Agricultural Inputs · US

    $22.42 −14.5% 1Y
    Low $16.99 High $32.25

    The Mosaic Company produces and sells phosphate and potash crop nutrients, which farmers use to replenish nutrients in soil. It also sells phosphate-based animal feed ingredients and potash for industrial uses.

    Market cap $7.1B
    Revenue growth (Q) −10.2%
    EPS growth (Q) −115.9%
    FCF growth (Q) +102.1%
    Revenue growth (next yr) +0.65%
    Net margin −9.43%
    ROE −9.19%
    P/E —
    Forward P/E −11.3×
    P/FCF —
    Dividend yield 3.93%
    Insider ownership 0.42%
    Insider buys / sells (12M) <$0.1M $0.5M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $19.1B $13.7B $11.1B $12.1B $11.9B
    EPS $10.06 $3.50 $0.55 $1.70 −$3.52
    Free cash flow $2.7B $1.0B $64.2M −$455.6M −$694.6M
    Net debt $2.9B $3.4B $4.0B $4.8B $5.6B
  5. ICL Group Ltd.

    ICL Basic Materials · Agricultural Inputs · IL

    $4.67 −29.8% 1Y
    Low $4.35 High $6.97

    ICL Group Ltd. (ICL) is a leading global specialty minerals and chemicals company headquartered in Tel Aviv, Israel. Established in 1968, ICL has grown into a multinational corporation with operations spanning over 100 countries.

    Market cap $6.0B
    Revenue growth (Q) +16.5%
    EPS growth (Q) +57.1%
    FCF growth (Q) +38.8%
    Revenue growth (next yr) +11.8%
    Net margin 3.95%
    ROE 4.80%
    P/E 19.5×
    Forward P/E 20.4×
    P/FCF 17.6×
    Dividend yield 4.42%
    Insider ownership 49.2%
    Insider buys / sells (12M) — —
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $10.0B $7.5B $6.8B $7.2B $7.7B
    EPS $1.67 $0.50 $0.32 $0.18 $0.24
    Free cash flow $1.3B $930.0M $755.0M $232.0M $343.0M
    Net debt $2.3B $2.1B $1.9B $2.3B $2.6B