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 56 matches.
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  1. BHP Group Limited Sponsored ADR

    BHP Basic Materials · Other Industrial Metals & Mining · AU

    $78.98 +42.3% 1Y
    Low $52.18 High $98.71

    BHP Group Limited Sponsored ADR (BHP) is one of the world’s largest and most diversified natural resources companies. Founded in 1885 in Broken Hill, New South Wales, Australia, BHP has grown into a global leader in the mining, metals, and petroleum industries.

    Market cap $199.7B
    Revenue growth (Q) +72.9%
    EPS growth (Q) +184.8%
    FCF growth (Q) +0.75%
    Revenue growth (next yr) −1.09%
    Net margin 30.1%
    ROE 0.00%
    P/E 9.9×
    Forward P/E 15.8×
    P/FCF —
    Dividend yield 4.36%
    Insider ownership 49.8%
    Insider buys / sells (12M) — $0.3M
    Reported FY2023 FY2024 FY2025 FY2026
    Revenue $53.8B $55.7B $51.3B $58.8B
    EPS $5.09 $3.11 $3.55 $3.86
    Free cash flow $12.4B $11.9B $9.4B $12.0B
    Net debt $9.4B $7.8B $12.0B $8.0B
  2. Rio Tinto PLC

    RIO Basic Materials · Other Industrial Metals & Mining · GB

    $83.45 +20.8% 1Y
    Low $68.19 High $112.58

    Rio Tinto PLC (RIO) is one of the world’s largest mining and metals corporations, with a rich history dating back to its founding in 1873. The company was established when a group of investors purchased a mine complex on the Rio Tinto River in Huelva, Spain.

    Market cap $104.3B
    Revenue growth (Q) −17.3%
    EPS growth (Q) −57.3%
    FCF growth (Q) +12.4%
    Revenue growth (next yr) +9.27%
    Net margin 23.1%
    ROE 0.00%
    P/E 5.2×
    Forward P/E 10.2×
    P/FCF —
    Dividend yield 5.57%
    Insider ownership 0.00%
    Insider buys / sells (12M) — —
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $55.6B $54.0B $53.7B $57.6B $111.7B
    EPS $7.62 $6.16 $7.07 $6.08 —
    Free cash flow $9.4B $8.1B $6.0B $4.5B $16.2B
    Net debt $3.0B $3.2B $4.6B $13.5B $12.8B
  3. VALE S.A.

    VALE Basic Materials · Other Industrial Metals & Mining · BR

    $11.46 −6.90% 1Y
    Low $10.96 High $17.94

    VALE S.A. (VALE) is one of the largest mining companies in the world, headquartered in Rio de Janeiro, Brazil. Founded in 1942 as Companhia Vale do Rio Doce (CVRD), the company initially focused on iron ore production.

    Market cap $46.6B
    Revenue growth (Q) +1.72%
    EPS growth (Q) −54.0%
    FCF growth (Q) −9.38%
    Revenue growth (next yr) —
    Net margin 1.64%
    ROE 1.68%
    P/E 76.4×
    Forward P/E —
    P/FCF 14.2×
    Dividend yield 3.49%
    Insider ownership 4.56%
    Insider buys / sells (12M) $0.4M <$0.1M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $43.8B $41.8B $38.1B $38.4B $41.4B
    EPS $4.05 $1.83 $1.44 $0.55 $0.15
    Free cash flow $6.0B $7.2B $2.9B $2.8B $3.4B
    Net debt $10.5B $12.9B $10.4B $11.1B $12.9B
  4. MP Materials Corp.

    MP Basic Materials · Other Industrial Metals & Mining · US

    $34.00 −38.1% 1Y
    Low $31.90 High $76.80

    MP Materials mines and refines rare earth materials and manufactures materials used to make permanent magnets. These magnets are components in electric motors and other equipment used in vehicles, electronics, robotics, wind power and defense systems.

    Market cap $6.0B
    Revenue growth (Q) +89.0%
    EPS growth (Q) +42.1%
    FCF growth (Q) −638.5%
    Revenue growth (next yr) +100.9%
    Net margin −19.9%
    ROE −4.08%
    P/E —
    Forward P/E −135×
    P/FCF —
    Dividend yield —
    Insider ownership 18.8%
    Insider buys / sells (12M) $1.5M $146.8M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $527.5M $253.4M $203.9M $224.4M $399.5M
    EPS $1.52 $0.14 −$0.57 −$0.50 −$0.22
    Free cash flow $16.9M −$199.2M −$173.1M −$324.1M −$54.6M
    Net debt −$501.9M −$315.9M $57.9M −$831.5M −$401.7M
  5. Materion Corporation

    MTRN Basic Materials · Other Industrial Metals & Mining · US

    $177.12 +52.7% 1Y
    Low $110.69 High $324.99

    Materion Corporation (NYSE: MTRN) is a globally recognized leader in advanced materials solutions. Founded in 1931 and headquartered in Mayfield Heights, Ohio, Materion has grown from a small beryllium mining company into a diversified materials technology company.

    Market cap $3.7B
    Revenue growth (Q) +27.5%
    EPS growth (Q) +48.5%
    FCF growth (Q) +1,007.8%
    Revenue growth (next yr) +33.4%
    Net margin 4.64%
    ROE 10.5%
    P/E 35.8×
    Forward P/E 33.7×
    P/FCF 35.7×
    Dividend yield 0.32%
    Insider ownership 1.86%
    Insider buys / sells (12M) — $18.5M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $1.8B $1.7B $1.7B $1.8B $2.2B
    EPS $4.14 $4.58 $0.28 $3.58 $4.88
    Free cash flow $39.2M $34.5M $20.4M $50.9M $103.4M
    Net debt $432.8M $426.6M $437.7M $458.5M $394.0M