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 721 matches.
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  1. Space Exploration Technologies Corp.

    SPCX Industrials · Aerospace & Defense · US

    $125.10 0.00% 1Y
    Low $104.83 High $225.64
    Market cap $1.68T
    Revenue growth (Q) +161.4%
    EPS growth (Q) +197.7%
    FCF growth (Q) −212.7%
    Revenue growth (next yr) +162.0%
    Net margin −10.7%
    ROE −3.78%
    P/E —
    Forward P/E 607×
    P/FCF —
    Dividend yield 2.87%
    Insider ownership 64.1%
    Insider buys / sells (12M) — $53.7M
    Reported FY2023 FY2024 FY2025 TTM
    Revenue $10.4B $14.0B $18.7B $32.0B
    EPS −$1.68 $0.00 −$1.69 −$1.81
    Free cash flow $105.0M −$5.4B −$14.1B −$39.3B
    Net debt — $1.6B −$1.9B −$51.0B
  2. GE Aerospace

    GE Industrials · Aerospace & Defense · US

    $314.03 +2.92% 1Y
    Low $268.91 High $388.84

    GE Aerospace designs, makes and services engines that power commercial and military aircraft. It also supplies aircraft systems, components and propulsion equipment for marine and other applications.

    Market cap $325.2B
    Revenue growth (Q) +15.9%
    EPS growth (Q) +8.91%
    FCF growth (Q) −13.7%
    Revenue growth (next yr) +11.0%
    Net margin 17.3%
    ROE 49.5%
    P/E 36.0×
    Forward P/E 34.5×
    P/FCF 49.6×
    Dividend yield 0.56%
    Insider ownership 0.48%
    Insider buys / sells (12M) — $26.2M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $29.1B $35.3B $38.7B $45.9B $52.6B
    EPS $0.05 $8.36 $5.99 $8.14 $8.67
    Free cash flow $5.3B $4.4B $3.8B $7.4B $8.2B
    Net debt $640.0M −$385.0M $4.7B $8.1B $10.6B
  3. RTX Corporation

    RTX Industrials · Aerospace & Defense · US

    $192.37 +10.6% 1Y
    Low $166.74 High $226.88

    RTX is an aerospace and defense company serving commercial, military, and government customers worldwide. It was founded on 2020-04-03, is headquartered in Arlington County, and is led by Chairman, Chief Executive Officer and President Christopher T. Calio.

    Market cap $258.9B
    Revenue growth (Q) +11.1%
    EPS growth (Q) +34.0%
    FCF growth (Q) −47.6%
    Revenue growth (next yr) +9.93%
    Net margin 8.75%
    ROE 12.2%
    P/E 30.9×
    Forward P/E 31.4×
    P/FCF 28.5×
    Dividend yield 1.47%
    Insider ownership 0.16%
    Insider buys / sells (12M) — $41.4M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $67.1B $68.9B $80.7B $88.6B $96.0B
    EPS $3.50 $2.23 $3.55 $4.96 $6.16
    Free cash flow $4.4B $4.7B $3.9B $7.4B $9.1B
    Net debt $25.7B $37.2B $35.7B $30.5B $28.2B
  4. Caterpillar Inc.

    CAT Industrials · Farm & Heavy Construction Machinery · US

    $555.00 −2.49% 1Y
    Low $537.08 High $1,073.46

    Caterpillar makes equipment used to build infrastructure, extract minerals and generate power. Its products include construction machines, mining trucks, diesel and natural gas engines, gas turbines and locomotives.

    Market cap $254.5B
    Revenue growth (Q) +17.3%
    EPS growth (Q) +46.1%
    FCF growth (Q) +27.4%
    Revenue growth (next yr) +17.7%
    Net margin 15.2%
    ROE 56.2%
    P/E 21.7×
    Forward P/E 23.2×
    P/FCF 24.1×
    Dividend yield 1.13%
    Insider ownership 0.11%
    Insider buys / sells (12M) $1.0M $235.5M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $59.4B $67.1B $64.8B $67.6B $77.8B
    EPS $12.64 $20.12 $22.05 $18.81 $25.49
    Free cash flow $6.0B $10.6B $9.5B $8.2B $10.6B
    Net debt $30.0B $30.9B $31.5B $33.4B $37.3B
  5. GE Vernova Inc.

    GEV Industrials · Specialty Industrial Machinery · US

    $775.58 +38.6% 1Y
    Low $530.16 High $1,195.94

    GE Vernova makes and services equipment used to generate electricity and move it from power plants to customers. Its customers include utilities, independent power producers, industrial companies, governments and large electricity users.

    Market cap $203.9B
    Revenue growth (Q) +26.8%
    EPS growth (Q) +193.3%
    FCF growth (Q) +640.0%
    Revenue growth (next yr) +23.3%
    Net margin 23.5%
    ROE 93.1%
    P/E 20.1×
    Forward P/E 27.3×
    P/FCF 11.9×
    Dividend yield 0.26%
    Insider ownership 0.71%
    Insider buys / sells (12M) — $9.1M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $29.7B $33.2B $34.9B $38.1B $44.0B
    EPS −$9.93 −$1.60 $5.58 $17.69 $38.11
    Free cash flow −$574.0M $502.0M $1.7B $3.7B $17.3B
    Net debt −$2.1B −$1.6B −$8.2B −$8.8B −$14.0B