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 14 matches.
1 filter active
median
thirds
  1. S&P Global Inc.

    SPGI Financial · Financial Data & Stock Exchanges · US

    $467.72 −2.71% 1Y
    Low $374.41 High $541.84

    S&P Global is headquartered in New York City and provides benchmarks, data, analytics and workflow tools for capital, energy, commodity and automotive markets. [record] Its main businesses are Market Intelligence, Ratings, Energy, Mobility and S&P Dow Jones Indices; Mobility was spun off and is treated as discontinued operations. [item1] [call_prepared] Market Intelligence supplies financial, company, market and private-capital-market data, research and software used in investment and corporate workflows. Its Capital IQ platforms provide desktop, mobile, office, feed and API access to information and analytics.

    Market cap $137.0B
    Revenue growth (Q) +6.83%
    EPS growth (Q) +19.8%
    FCF growth (Q) +30.0%
    Revenue growth (next yr) −2.97%
    Net margin 30.5%
    ROE 18.8%
    P/E 27.3×
    Forward P/E 28.2×
    P/FCF 23.3×
    Dividend yield 0.83%
    Insider ownership 0.77%
    Insider buys / sells (12M) $3.6M —
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $11.2B $12.5B $14.2B $15.3B $16.4B
    EPS $10.20 $8.23 $12.35 $14.66 $17.14
    Free cash flow $2.5B $3.6B $5.6B $5.5B $5.8B
    Net debt $9.7B $10.1B $9.7B $11.3B $10.6B
  2. CME Group Inc.

    CME Financial · Financial Data & Stock Exchanges · US

    $305.92 +12.7% 1Y
    Low $218.31 High $329.16

    CME Group is a Chicago-headquartered financial-markets operator founded on 2007-07-12. Terrence A. Duffy is Chairman and Chief Executive Officer.

    Market cap $110.0B
    Revenue growth (Q) +13.0%
    EPS growth (Q) +16.1%
    FCF growth (Q) +12.7%
    Revenue growth (next yr) +8.69%
    Net margin 63.3%
    ROE 16.1%
    P/E 24.9×
    Forward P/E 25.4×
    P/FCF 25.3×
    Dividend yield 1.26%
    Insider ownership 1.41%
    Insider buys / sells (12M) $0.7M $35.0M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $5.0B $5.6B $6.1B $6.5B $7.0B
    EPS $7.40 $8.86 $9.67 $11.16 $12.19
    Free cash flow $3.0B $3.4B $3.6B $4.2B $4.3B
    Net debt $606.3M $401.7M −$327.4M −$1.1B $1.1B
  3. Intercontinental Exchange Inc.

    ICE Financial · Financial Data & Stock Exchanges · US

    $172.50 +16.9% 1Y
    Low $121.79 High $177.94

    Intercontinental Exchange, or ICE, provides technology and data for financial and commodity markets and the U.S. mortgage industry. Founded in 2000 and headquartered in Atlanta, it is led by chief executive Jeffrey Sprecher.

    Market cap $97.2B
    Revenue growth (Q) +14.7%
    EPS growth (Q) +19.6%
    FCF growth (Q) +25.5%
    Revenue growth (next yr) +11.9%
    Net margin 38.1%
    ROE 14.2%
    P/E 23.3×
    Forward P/E 22.7×
    P/FCF 20.0×
    Dividend yield 1.18%
    Insider ownership 0.99%
    Insider buys / sells (12M) — $89.4M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $7.3B $8.0B $9.3B $9.9B $10.9B
    EPS $2.58 $4.19 $4.78 $5.77 $7.36
    Free cash flow $3.1B $3.1B $3.9B $3.9B $4.8B
    Net debt $10.2B $18.5B $14.8B $16.4B $14.2B
  4. Moody's Corporation

    MCO Financial · Financial Data & Stock Exchanges · US

    $505.86 +4.90% 1Y
    Low $402.28 High $546.88

    Moody’s Corporation is a New York City-headquartered risk assessment company founded in 1909. Robert Fauber is President and Chief Executive Officer.

    Market cap $88.8B
    Revenue growth (Q) +0.80%
    EPS growth (Q) +17.8%
    FCF growth (Q) +1.52%
    Revenue growth (next yr) +6.58%
    Net margin 35.3%
    ROE 76.6%
    P/E 30.7×
    Forward P/E 30.3×
    P/FCF 29.4×
    Dividend yield 0.80%
    Insider ownership 0.35%
    Insider buys / sells (12M) — $18.1M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $5.5B $5.9B $7.1B $7.7B $8.2B
    EPS $7.44 $8.73 $11.26 $13.67 $16.41
    Free cash flow $1.2B $1.9B $2.5B $2.6B $3.0B
    Net debt $5.6B $4.8B $4.5B $4.5B $5.3B
  5. Nasdaq, Inc.

    NDAQ Financial · Financial Data & Stock Exchanges · US

    $107.07 +24.2% 1Y
    Low $76.55 High $111.45

    Nasdaq, founded in 1971 and headquartered in New York City, operates a technology platform for financial markets. Adena Friedman is its chief executive.

    Market cap $59.3B
    Revenue growth (Q) +20.9%
    EPS growth (Q) +31.5%
    FCF growth (Q) +202.0%
    Revenue growth (next yr) −28.3%
    Net margin 22.8%
    ROE 17.3%
    P/E 28.9×
    Forward P/E 29.4×
    P/FCF 26.5×
    Dividend yield 1.08%
    Insider ownership 22.2%
    Insider buys / sells (12M) $21.7M $88.9M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $6.2B $6.1B $7.4B $8.3B $9.1B
    EPS $2.26 $2.08 $1.93 $3.09 $3.66
    Free cash flow $1.6B $1.5B $1.7B $2.0B $2.3B
    Net debt $4.0B $9.5B $8.3B $7.7B $7.9B