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Graham Defensive Investor

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

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Dividend Growth

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

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High Insider Buying

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

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Piotroski High Score

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

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TTM trailing twelve months Q latest quarter A latest fiscal year D daily, from the latest close

Matching companies: 10
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Table Snapshots

  1. TD SYNNEX Corporation

    SNX Technology · Electronics & Computer Distribution · US

    $218.78 +45.8% 1Y
    Low $142.22 High $298.77

    TD SYNNEX is a global technology distributor and solutions provider. It buys products from technology manufacturers and makes them available to businesses that resell, integrate or manage technology for their own customers.

    Market cap $17.2B
    Revenue growth (Q) +37.8%
    EPS growth (Q) +89.1%
    FCF growth (Q) −556.1%
    Revenue growth (next yr) +28.8%
    Net margin 1.75%
    ROE 14.9%
    P/E 13.3×
    Forward P/E 11.8×
    P/FCF —
    Dividend yield 0.88%
    Insider ownership 7.20%
    Insider buys / sells (12M) — $41.4M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $62.3B $57.6B $58.5B $62.5B $75.7B
    EPS $6.77 $6.70 $7.95 $9.95 $16.41
    Free cash flow −$166.7M $1.3B $1.1B $1.4B −$815.0M
    Net debt $3.6B $3.0B $2.8B $2.2B $4.8B

  2. Arrow Electronics, Inc.

    ARW Technology · Electronics & Computer Distribution · US

    $180.59 +62.4% 1Y
    Low $101.79 High $249.43

    Arrow Electronics distributes electronic components and enterprise computing products, and provides services that help customers design, obtain and use technology. Founded in 1935, Arrow is headquartered in Englewood.

    Market cap $9.0B
    Revenue growth (Q) +39.0%
    EPS growth (Q) +195.3%
    FCF growth (Q) −50.1%
    Revenue growth (next yr) +29.8%
    Net margin 2.62%
    ROE 14.9%
    P/E 9.1×
    Forward P/E 9.0×
    P/FCF 13.8×
    Dividend yield —
    Insider ownership 0.93%
    Insider buys / sells (12M) $0.6M $14.6M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $37.1B $33.1B $27.9B $30.9B $38.9B
    EPS $21.80 $15.84 $7.29 $10.93 $19.73
    Free cash flow −$111.9M $622.2M $1.0B −$37.2M $669.1M
    Net debt $3.6B $3.6B $2.9B $2.8B $2.5B

  3. Avnet, Inc.

    AVT Technology · Electronics & Computer Distribution · US

    $79.12 +67.7% 1Y
    Low $44.25 High $108.63

    Avnet is a global distributor of electronic components and a provider of technology and supply-chain services. It connects component manufacturers with businesses that use those parts to design and build products.

    Market cap $6.3B
    Revenue growth (Q) +81.7%
    EPS growth (Q) +437.9%
    FCF growth (Q) −412.3%
    Revenue growth (next yr) +34.1%
    Net margin 1.74%
    ROE 0.00%
    P/E 11.5×
    Forward P/E 6.6×
    P/FCF —
    Dividend yield 1.79%
    Insider ownership 1.44%
    Insider buys / sells (12M) — $17.2M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $26.5B $23.8B $22.2B $27.6B $32.5B
    EPS $8.26 $5.43 $2.75 $4.01 $6.66
    Free cash flow −$908.4M $463.5M $577.0M −$354.5M −$1.1B
    Net debt $2.7B $2.1B $2.4B $2.3B $3.1B

  4. Insight Enterprises, Inc.

    NSIT Technology · Electronics & Computer Distribution · US

    $158.41 +73.1% 1Y
    Low $63.62 High $182.12

    Insight Enterprises, Inc. (NASDAQ: NSIT) is a global technology solutions provider that helps businesses and organizations manage and transform their IT environments. Founded in 1988 by Eric Crown and Tim Crown, the company is headquartered in Chandler, Arizona, USA. Over the years, Insight has grown from a small startup into a Fortune 500 company, serving clients in over 19 countries.

    Market cap $4.5B
    Revenue growth (Q) +21.8%
    EPS growth (Q) −54.2%
    FCF growth (Q) −47.3%
    Revenue growth (next yr) +7.10%
    Net margin 2.01%
    ROE 11.5%
    P/E 26.5×
    Forward P/E 19.7×
    P/FCF 16.4×
    Dividend yield —
    Insider ownership 1.18%
    Insider buys / sells (12M) $0.2M $0.7M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $10.4B $9.2B $8.7B $8.2B $9.0B
    EPS $7.66 $7.55 $6.55 $4.86 $5.95
    Free cash flow $28.5M $595.8M $599.8M $279.3M $282.6M
    Net debt $474.3M $671.8M $604.9M $1.0B $1.1B

  5. PC Connection, Inc.

    CNXN Technology · Electronics & Computer Distribution · US

    $79.10 +37.1% 1Y
    Low $54.97 High $96.91

    PC Connection, Inc. (NASDAQ: CNXN), commonly known as Connection, is a leading IT solutions provider headquartered in Merrimack, New Hampshire, USA. The company was founded in 1982 by Patricia Gallup and David Hall, who envisioned a business that could simplify the process of purchasing IT products and services. Over the years, Connection has grown into a trusted partner for businesses, government agencies, educational institutions, and healthcare organizations, offering a wide range of IT solutions tailored to meet their unique needs.

    Market cap $2.0B
    Revenue growth (Q) +23.3%
    EPS growth (Q) +27.5%
    FCF growth (Q) −87.7%
    Revenue growth (next yr) +14.8%
    Net margin 3.25%
    ROE 10.9%
    P/E 19.5×
    Forward P/E 18.1×
    P/FCF —
    Dividend yield 0.95%
    Insider ownership 55.8%
    Insider buys / sells (12M) — $19.3M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $3.1B $2.9B $2.8B $2.9B $3.2B
    EPS $3.37 $3.15 $3.29 $3.27 $4.05
    Free cash flow $25.8M $188.4M $166.3M $58.0M −$20.6M
    Net debt −$122.9M −$297.2M −$442.6M −$406.7M −$343.3M