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 32 matches.
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  1. United Parcel Service, Inc.

    UPS Industrials · Integrated Freight & Logistics · US

    $111.11 +19.6% 1Y
    Low $90.84 High $122.41

    United Parcel Service, Inc. (UPS) is a package delivery and logistics company founded in 1907, headquartered in Sandy Springs, and led by Chief Executive Officer Carol Tomé. It serves shipping customers that need to move documents, parcels, palletized freight and other goods, as well as businesses that need logistics, distribution, customs and returns support. UPS operates an integrated air-and-ground transportation network.

    Market cap $94.5B
    Revenue growth (Q) +6.71%
    EPS growth (Q) −11.9%
    FCF growth (Q) +33.7%
    Revenue growth (next yr) +4.43%
    Net margin 4.84%
    ROE 28.7%
    P/E 21.3×
    Forward P/E 18.5×
    P/FCF 13.6×
    Dividend yield 5.90%
    Insider ownership 12.0%
    Insider buys / sells (12M) — $3.5M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $100.3B $91.0B $91.1B $88.7B $91.4B
    EPS $13.20 $7.80 $6.75 $6.56 $5.20
    Free cash flow $9.3B $5.3B $7.3B $5.5B $6.9B
    Net debt $12.1B $16.2B $15.2B $18.2B $19.2B
  2. FedEx Corporation

    FDX Industrials · Integrated Freight & Logistics · US

    $317.76 +57.2% 1Y
    Low $200.25 High $345.37

    FedEx is a transportation, e-commerce and business-services company founded in 1971, headquartered in Memphis, and led by President and Chief Executive Officer Rajesh Subramaniam. It moves packages and freight for businesses and consumers through an integrated air-and-ground network, while also providing customs brokerage, freight forwarding, supply-chain services, retail shipping access, printing and data-enabled logistics tools.

    Market cap $74.2B
    Revenue growth (Q) +11.9%
    EPS growth (Q) −68.7%
    FCF growth (Q) +62.2%
    Revenue growth (next yr) +1.01%
    Net margin 4.09%
    ROE 12.5%
    P/E 19.4×
    Forward P/E 15.0×
    P/FCF 19.3×
    Dividend yield 1.68%
    Insider ownership 7.53%
    Insider buys / sells (12M) — $29.6M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $90.2B $87.7B $87.9B $94.7B $95.3B
    EPS $15.52 $17.26 $16.84 $18.55 $16.28
    Free cash flow $2.8B $3.3B $3.1B $5.2B $3.9B
    Net debt $13.7B $13.7B $15.1B $12.4B $6.1B
  3. Expeditors International of Washington, Inc.

    EXPD Industrials · Integrated Freight & Logistics · US

    $188.70 +36.8% 1Y
    Low $129.59 High $207.93

    Expeditors International of Washington, Inc. is a global third-party logistics provider founded in 1979 and headquartered in Seattle. Daniel R. Wall is President and Chief Executive Officer.

    Market cap $24.6B
    Revenue growth (Q) +41.9%
    EPS growth (Q) +61.5%
    FCF growth (Q) +2.11%
    Revenue growth (next yr) +19.7%
    Net margin 7.86%
    ROE 45.0%
    P/E 23.9×
    Forward P/E 25.2×
    P/FCF 26.4×
    Dividend yield 0.84%
    Insider ownership 0.58%
    Insider buys / sells (12M) — $1.6M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $17.1B $9.3B $10.6B $11.1B $13.2B
    EPS $8.26 $5.01 $5.72 $5.95 $7.88
    Free cash flow $2.0B $1.0B $682.9M $953.4M $927.9M
    Net debt −$2.0B −$1.5B −$1.1B −$1.3B −$1.1B
  4. J.B. Hunt Transport Services, Inc.

    JBHT Industrials · Integrated Freight & Logistics · US

    $218.56 +28.4% 1Y
    Low $157.82 High $299.76

    J.B. Hunt Transport Services is a North American surface transportation, delivery and logistics company. Founded in 1961 and headquartered in Lowell, it provides freight movement, brokerage and delivery services in the continental United States, Canada and Mexico.

    Market cap $20.4B
    Revenue growth (Q) +20.4%
    EPS growth (Q) +3.41%
    FCF growth (Q) −39.4%
    Revenue growth (next yr) +16.3%
    Net margin 5.07%
    ROE 0.00%
    P/E 30.7×
    Forward P/E 30.5×
    P/FCF 18.3×
    Dividend yield 1.02%
    Insider ownership 22.4%
    Insider buys / sells (12M) — $12.7M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $14.8B $12.8B $12.1B $12.0B $13.3B
    EPS $9.21 $6.97 $5.56 $6.12 $7.12
    Free cash flow $345.0M $144.4M $808.8M $1.1B $1.1B
    Net debt $1.3B $1.5B $1.4B $1.4B $1.1B
  5. FedEx Freight Holding Company Inc.

    FDXF Industrials · Integrated Freight & Logistics · US

    $124.36 0.00% 1Y
    Low $103.48 High $200.00

    FedEx Freight is a North American less-than-truckload, or LTL, freight transportation provider headquartered in Memphis, Tennessee. LTL means it combines shipments from multiple customers in the same trailer rather than dedicating a whole trailer to one shipper.

    Market cap $18.6B
    Revenue growth (Q) —
    EPS growth (Q) —
    FCF growth (Q) −60.9%
    Revenue growth (next yr) +9.37%
    Net margin —
    ROE 0.00%
    P/E —
    Forward P/E —
    P/FCF —
    Dividend yield —
    Insider ownership 25.8%
    Insider buys / sells (12M) — —
    Reported FY2024 FY2025 FY2026 TTM
    Revenue $9.1B $8.8B $8.8B —
    EPS $9.63 $9.00 $4.38 —
    Free cash flow $0.00 $1.1B −$196.0M —
    Net debt −$37.0M $75.0M $4.3B $4.0B