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 55 matches.
1 filter active
  1. McDonald's Corporation

    MCD Consumer Cyclical · Restaurants · US

    $277.78 −9.12% 1Y
    Low $229.20 High $341.75

    McDonald’s franchises restaurants and also owns and operates restaurants itself. They serve food and beverages to customers in communities across more than 100 countries.

    Market cap $196.8B
    Revenue growth (Q) +1.12%
    EPS growth (Q) +10.4%
    FCF growth (Q) +57.9%
    Revenue growth (next yr) +4.73%
    Net margin 32.4%
    ROE 0.00%
    P/E 22.6×
    Forward P/E 20.2×
    P/FCF 24.8×
    Dividend yield 2.68%
    Insider ownership 0.25%
    Insider buys / sells (12M) — $36.6M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $23.2B $25.5B $25.9B $26.9B $27.8B
    EPS $8.33 $11.56 $11.39 $11.95 $12.64
    Free cash flow $5.5B $7.4B $6.8B $7.3B $7.9B
    Net debt $34.0B $34.8B $37.3B $39.2B $39.0B
  2. Starbucks Corporation

    SBUX Consumer Cyclical · Restaurants · US

    $106.27 +28.2% 1Y
    Low $81.76 High $111.50

    Starbucks is a coffee retailer that sells drinks and food to customers through coffeehouses and other channels. Its stores serve handcrafted coffee, tea and other beverages alongside food.

    Market cap $121.0B
    Revenue growth (Q) −4.47%
    EPS growth (Q) +393.0%
    FCF growth (Q) +8.93%
    Revenue growth (next yr) +2.22%
    Net margin 6.66%
    ROE −32.1%
    P/E 61.1×
    Forward P/E 44.7×
    P/FCF 32.5×
    Dividend yield 2.33%
    Insider ownership 0.00%
    Insider buys / sells (12M) $1.0M $2.2M
    Reported FY2023 FY2024 FY2025 FY2026
    Revenue $36.0B $36.2B $37.2B $37.9B
    EPS $3.58 $3.31 $1.63 $2.21
    Free cash flow $3.8B $3.3B $2.4B $3.7B
    Net debt $11.4B $12.0B $12.6B $9.4B
  3. Yum! Brands, Inc.

    YUM Consumer Cyclical · Restaurants · US

    $165.68 +10.9% 1Y
    Low $134.26 High $170.14

    Yum! Brands is a restaurant franchisor and operator founded in 1997 and headquartered in Louisville.

    Market cap $45.3B
    Revenue growth (Q) +3.79%
    EPS growth (Q) +320.1%
    FCF growth (Q) −13.6%
    Revenue growth (next yr) +5.61%
    Net margin 39.1%
    ROE −50.4%
    P/E 13.2×
    Forward P/E 16.7×
    P/FCF 27.9×
    Dividend yield 1.79%
    Insider ownership 0.00%
    Insider buys / sells (12M) — $15.4M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $6.8B $7.1B $7.5B $8.2B $8.8B
    EPS $4.57 $5.59 $5.22 $5.55 $12.46
    Free cash flow $1.1B $1.3B $1.4B $1.6B $1.6B
    Net debt $11.5B $10.7B $10.7B $11.2B $9.5B
  4. Chipotle Mexican Grill, Inc.

    CMG Consumer Cyclical · Restaurants · US

    $35.33 +10.5% 1Y
    Low $27.31 High $41.42

    Chipotle Mexican Grill owns and operates restaurants serving burritos, burrito bowls, quesadillas, tacos and salads. Guests can eat in, carry out, order digitally or use delivery services.

    Market cap $44.8B
    Revenue growth (Q) +9.65%
    EPS growth (Q) −7.55%
    FCF growth (Q) −14.5%
    Revenue growth (next yr) +9.02%
    Net margin 10.8%
    ROE 48.5%
    P/E 33.1×
    Forward P/E 29.8×
    P/FCF 29.6×
    Dividend yield —
    Insider ownership 0.43%
    Insider buys / sells (12M) — $7.2M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $8.6B $9.9B $11.3B $11.9B $12.7B
    EPS $0.64 $0.89 $1.11 $1.14 $1.07
    Free cash flow $844.0M $1.2B $1.5B $1.4B $1.5B
    Net debt −$899.1M −$1.3B −$1.4B −$1.0B −$902.6M
  5. Restaurant Brands International Inc.

    QSR Consumer Cyclical · Restaurants · US

    $78.27 +16.8% 1Y
    Low $65.43 High $81.96

    Restaurant Brands International owns and franchises Tim Hortons, Burger King, Popeyes and Firehouse Subs. Its brands sell coffee, baked goods, burgers, chicken, sandwiches and other food and drinks to restaurant customers.

    Market cap $35.5B
    Revenue growth (Q) +3.10%
    EPS growth (Q) +60.5%
    FCF growth (Q) −8.26%
    Revenue growth (next yr) +4.34%
    Net margin 15.4%
    ROE 28.1%
    P/E 16.3×
    Forward P/E 14.7×
    P/FCF 16.6×
    Dividend yield 3.28%
    Insider ownership 1.61%
    Insider buys / sells (12M) — $55.7M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $6.5B $7.0B $8.4B $9.4B $9.8B
    EPS $3.25 $3.76 $3.18 $2.35 $4.30
    Free cash flow $1.4B $1.2B $1.3B $1.5B $1.6B
    Net debt $12.1B $12.1B $12.6B $12.4B $12.5B