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 51 matches.
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  1. Quanta Services, Inc.

    PWR Industrials · Engineering & Construction · US

    $511.41 +12.8% 1Y
    Low $408.36 High $788.75

    Quanta Services designs, builds, upgrades and maintains infrastructure for utilities, power producers, technology companies and other customers. Its work ranges from power lines and substations to the electrical and mechanical systems inside data centers and manufacturing facilities.

    Market cap $76.7B
    Revenue growth (Q) +57.4%
    EPS growth (Q) +106.7%
    FCF growth (Q) +188.9%
    Revenue growth (next yr) +45.7%
    Net margin 4.51%
    ROE 17.7%
    P/E 45.3×
    Forward P/E 48.3×
    P/FCF 24.8×
    Dividend yield 0.09%
    Insider ownership 1.04%
    Insider buys / sells (12M) — $132.9M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $17.1B $20.9B $23.7B $28.5B $37.3B
    EPS $3.32 $5.00 $6.03 $6.80 $11.12
    Free cash flow $765.7M $1.2B $1.6B $1.6B $3.1B
    Net debt $3.3B $2.9B $3.4B $5.6B $4.7B
  2. Ferrovial N.V.

    FER Industrials · Engineering & Construction · NL

    $59.32 −8.14% 1Y
    Low $48.00 High $74.79

    Ferrovial SE (FER) is a leading global infrastructure operator and mobility solutions provider headquartered in Madrid, Spain. Established in 1952 by Rafael del Pino Moreno, the company has grown into one of the most prominent players in the construction, infrastructure, and transportation sectors.

    Market cap $42.7B
    Revenue growth (Q) —
    EPS growth (Q) —
    FCF growth (Q) —
    Revenue growth (next yr) +4.51%
    Net margin —
    ROE —
    P/E —
    Forward P/E —
    P/FCF —
    Dividend yield —
    Insider ownership —
    Insider buys / sells (12M) — —
    Reported FY2024 FY2025 TTM
    Revenue $9.9B $10.9B —
    EPS $4.84 $1.40 —
    Free cash flow $953.3M $1.4B $3.3B
    Net debt $7.2B $7.2B $7.8B
  3. Comfort Systems USA, Inc.

    FIX Industrials · Engineering & Construction · US

    $966.33 −2.17% 1Y
    Low $841.66 High $2,073.99

    Comfort Systems USA is a U.S. mechanical and electrical contractor founded in 1997 and headquartered in Houston. Brian Lane is President and Chief Executive Officer.

    Market cap $33.8B
    Revenue growth (Q) +53.7%
    EPS growth (Q) +68.6%
    FCF growth (Q) +55.2%
    Revenue growth (next yr) +50.7%
    Net margin 13.0%
    ROE 58.6%
    P/E 20.8×
    Forward P/E 24.3×
    P/FCF 14.5×
    Dividend yield 0.31%
    Insider ownership 1.50%
    Insider buys / sells (12M) — $12.0M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $4.1B $5.2B $7.0B $9.1B $12.5B
    EPS $6.82 $9.01 $14.60 $28.88 $46.32
    Free cash flow $256.0M $550.7M $743.5M $1.0B $2.5B
    Net debt $199.0M −$160.9M −$481.6M −$836.7M −$2.1B
  4. EMCOR Group, Inc.

    EME Industrials · Engineering & Construction · US

    $598.38 −11.4% 1Y
    Low $564.92 High $951.96

    EMCOR Group is a specialty contractor that designs, installs, starts up, operates and maintains the electrical and mechanical systems used in buildings and industrial facilities. It provides electrical and mechanical construction, facilities services, building services and industrial services through approximately 100 operating subsidiaries.

    Market cap $26.1B
    Revenue growth (Q) +28.8%
    EPS growth (Q) +37.6%
    FCF growth (Q) +68.9%
    Revenue growth (next yr) +21.9%
    Net margin 7.78%
    ROE 40.6%
    P/E 17.2×
    Forward P/E 19.7×
    P/FCF 17.8×
    Dividend yield 0.27%
    Insider ownership 1.49%
    Insider buys / sells (12M) <$0.1M $39.9M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $11.1B $12.6B $14.6B $17.0B $19.8B
    EPS $8.10 $13.31 $21.52 $28.19 $34.62
    Free cash flow $455.8M $834.9M $1.3B $1.2B $1.5B
    Net debt −$209.2M −$789.8M −$1.3B −$1.1B −$774.8M
  5. APi Group Corporation

    APG Industrials · Engineering & Construction · US

    $40.59 +11.6% 1Y
    Low $35.16 High $49.99

    APi Group provides services that help customers install, inspect and maintain building safety systems and infrastructure. Its work includes fire protection, electronic security, elevators and escalators, as well as specialty contracting and utility services.

    Market cap $17.3B
    Revenue growth (Q) +22.5%
    EPS growth (Q) +32.0%
    FCF growth (Q) −0.98%
    Revenue growth (next yr) +16.7%
    Net margin −2.58%
    ROE −6.80%
    P/E —
    Forward P/E 48.5×
    P/FCF 25.1×
    Dividend yield —
    Insider ownership 11.9%
    Insider buys / sells (12M) $0.3M $328.7M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $6.6B $6.9B $7.0B $7.9B $8.9B
    EPS $0.07 −$0.45 −$0.56 −$0.69 −$0.61
    Free cash flow $208.0M $482.0M $569.0M $691.0M $696.0M
    Net debt $2.2B $1.8B $2.3B $1.8B $3.2B