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.

Matching companies: 4
7 filters active
median
thirds
  1. Seaboard Corporation

    SEB Industrials · Conglomerates · US

    $3,573.57 −5.37% 1Y
    Low $3,309.11 High $5,989.37

    Seaboard Corporation (SEB) is a diversified multinational conglomerate with a rich history dating back to its founding in 1918. Headquartered in Merriam, Kansas, USA, the company has evolved from its origins as a grain trading business into a global enterprise with operations spanning multiple industries.

    Market cap $3.3B
    Revenue growth (Q) +9.09%
    EPS growth (Q) −73.4%
    FCF growth (Q) +6.17%
    Revenue growth (next yr) −99.0%
    Net margin 5.27%
    ROE 10.5%
    P/E 6.2×
    Forward P/E 0.0×
    P/FCF 118×
    Dividend yield 0.19%
    Insider ownership 75.0%
    Insider buys / sells (12M) — —
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $11.2B $9.6B $9.1B $9.7B $10.5B
    EPS $499.66 $202.21 $90.62 $514.46 $578.38
    Free cash flow $231.0M $238.0M $42.0M $41.0M $29.0M
    Net debt −$126.0M $223.0M $128.0M $205.0M $208.0M

    This screen

    Market Cap Now $3.3B
    Current Ratio Q 2.4×
    Debt/Equity Q 0.3×
    P/E ratio D 6.2×
    P/B ratio D 0.6×
  2. Ingredion Incorporated

    INGR Consumer Defensive · Packaged Foods · US

    $90.94 −14.6% 1Y
    Low $90.19 High $123.49

    Ingredion makes ingredients from corn and other plant materials for companies that manufacture foods, beverages, animal nutrition products and industrial goods. Founded in 1959 and headquartered in Westchester, it is led by Chairman, President and Chief Executive Officer James P. Zallie.

    Market cap $6.1B
    Revenue growth (Q) −1.32%
    EPS growth (Q) −14.6%
    FCF growth (Q) +66.3%
    Revenue growth (next yr) −0.30%
    Net margin 7.83%
    ROE 12.8%
    P/E 10.2×
    Forward P/E 9.7×
    P/FCF 15.0×
    Dividend yield 3.62%
    Insider ownership 2.41%
    Insider buys / sells (12M) — $6.0M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $7.9B $8.2B $7.4B $7.2B $7.2B
    EPS $7.34 $9.60 $9.71 $11.18 $8.79
    Free cash flow −$141.0M $743.0M $1.1B $511.0M $382.0M
    Net debt $2.2B $1.8B $823.0M $757.0M $782.0M

    This screen

    Market Cap Now $6.1B
    Current Ratio Q 2.0×
    Debt/Equity Q 0.4×
    P/E ratio D 10.2×
    P/B ratio D 1.3×
  3. Commercial Metals Company

    CMC Industrials · Metal Fabrication · US

    $62.18 +8.25% 1Y
    Low $57.01 High $84.87

    Commercial Metals Company, or CMC, supplies materials and services used in the early stages of construction. Founded in 1915, the company is headquartered in Irving, Texas, and led by President and Chief Executive Officer Peter R. Matt.

    Market cap $6.8B
    Revenue growth (Q) +25.7%
    EPS growth (Q) +41.5%
    FCF growth (Q) +38.7%
    Revenue growth (next yr) +10.3%
    Net margin 6.98%
    ROE 14.8%
    P/E 10.5×
    Forward P/E 9.4×
    P/FCF 14.1×
    Dividend yield 1.25%
    Insider ownership 1.80%
    Insider buys / sells (12M) $0.8M $2.0M
    Reported FY2023 FY2024 FY2025 FY2026
    Revenue $8.8B $7.9B $7.8B $9.4B
    EPS $7.25 $4.14 $0.74 $5.86
    Free cash flow $738.4M $576.2M $318.0M $490.4M
    Net debt $562.5M $331.7M $308.4M $2.6B

    This screen

    Market Cap Now $6.8B
    Current Ratio Q 2.3×
    Debt/Equity Q 0.7×
    P/E ratio D 10.5×
    P/B ratio D 1.5×
  4. M/I Homes, Inc.

    MHO Consumer Cyclical · Residential Construction · US

    $131.95 +4.00% 1Y
    Low $113.40 High $163.66

    M/I Homes, Inc. (NYSE: MHO) is a leading homebuilder in the United States, specializing in the construction and sale of single-family homes. Founded in 1976 by Irving and Melvin Schottenstein, the company is headquartered in Columbus, Ohio.

    Market cap $3.4B
    Revenue growth (Q) −4.92%
    EPS growth (Q) −34.7%
    FCF growth (Q) −139.6%
    Revenue growth (next yr) −6.56%
    Net margin 6.59%
    ROE 8.67%
    P/E 12.3×
    Forward P/E 12.3×
    P/FCF 22.9×
    Dividend yield —
    Insider ownership 4.80%
    Insider buys / sells (12M) — $25.3M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $4.1B $4.0B $4.5B $4.4B $4.2B
    EPS $17.24 $16.21 $19.71 $14.74 $10.52
    Free cash flow $174.9M $557.1M $178.9M $134.8M $146.5M
    Net debt $626.7M $126.8M $159.6M $284.0M $307.1M

    This screen

    Market Cap Now $3.4B
    Current Ratio Q 7.5×
    Debt/Equity Q 0.3×
    P/E ratio D 12.3×
    P/B ratio D 1.0×