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 53 matches.
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  1. Intuitive Surgical, Inc.

    ISRG Healthcare · Medical Instruments & Supplies · US

    $465.68 −15.1% 1Y
    Low $328.57 High $603.88

    Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, provides technology used by hospitals, surgeons, physicians and care teams in minimally invasive procedures. Its core offering is the da Vinci robotic-assisted surgical platform, which is used across general, urologic, gynecologic, cardiothoracic, head and neck, and other surgical specialties.

    Market cap $162.4B
    Revenue growth (Q) +21.7%
    EPS growth (Q) −23.6%
    FCF growth (Q) +51.0%
    Revenue growth (next yr) +18.5%
    Net margin 25.5%
    ROE 17.8%
    P/E 55.7×
    Forward P/E 49.8×
    P/FCF 44.6×
    Dividend yield —
    Insider ownership 1.37%
    Insider buys / sells (12M) — $75.7M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $6.2B $7.1B $8.4B $10.1B $11.6B
    EPS $3.65 $5.03 $6.42 $7.87 $8.27
    Free cash flow $958.4M $749.6M $1.3B $2.5B $3.6B
    Net debt −$4.1B −$5.2B −$4.0B −$5.9B −$4.0B
  2. Becton, Dickinson and Company

    BDX Healthcare · Medical Instruments & Supplies · US

    $212.96 +50.9% 1Y
    Low $129.89 High $214.88

    Becton, Dickinson and Company, known as BD, develops, manufactures and sells medical supplies, devices and equipment used in healthcare and drug delivery. Its products range from needles, syringes and blood collection tubes to infusion pumps, pharmacy automation and devices used in surgery.

    Market cap $58.2B
    Revenue growth (Q) −9.55%
    EPS growth (Q) −31.5%
    FCF growth (Q) −31.6%
    Revenue growth (next yr) −11.7%
    Net margin 4.52%
    ROE 3.77%
    P/E 64.1×
    Forward P/E 39.2×
    P/FCF 18.3×
    Dividend yield 1.87%
    Insider ownership 1.08%
    Insider buys / sells (12M) — $2.8M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $18.9B $19.4B $20.2B $21.8B $20.8B
    EPS $5.88 $4.94 $5.93 $5.82 $3.32
    Free cash flow $1.5B $2.1B $3.1B $2.7B $3.2B
    Net debt $12.7B $13.2B $15.6B $16.8B $12.6B
  3. Medline Inc.

    MDLN Healthcare · Medical Instruments & Supplies · US

    $39.96 0.00% 1Y
    Low $31.37 High $50.88

    Medline makes and distributes medical-surgical supplies and provides supply chain services to healthcare organizations. Its customers include hospitals, surgery centers, physician offices and post-acute facilities.

    Market cap $52.3B
    Revenue growth (Q) +14.1%
    EPS growth (Q) —
    FCF growth (Q) +916.1%
    Revenue growth (next yr) +9.83%
    Net margin 1.84%
    ROE 3.18%
    P/E 58.4×
    Forward P/E —
    P/FCF 11.3×
    Dividend yield —
    Insider ownership 41.8%
    Insider buys / sells (12M) $515.0M $14,862.8M
    Reported FY2023 FY2024 FY2025 TTM
    Revenue $23.2B $25.5B $28.4B $30.7B
    EPS — — $1.43 $0.68
    Free cash flow $1.4B $1.4B $1.3B $3.1B
    Net debt — $16.3B $10.6B $12.6B
  4. Alcon

    ALC Healthcare · Medical Instruments & Supplies · US

    $76.45 +2.84% 1Y
    Low $61.84 High $87.64

    Alcon (ALC) is a global leader in eye care, dedicated to helping people see brilliantly. The company was originally founded in 1945 in Fort Worth, Texas, by pharmacists Robert Alexander and William Conner.

    Market cap $36.9B
    Revenue growth (Q) +8.74%
    EPS growth (Q) −100.0%
    FCF growth (Q) −0.54%
    Revenue growth (next yr) −24.9%
    Net margin 5.92%
    ROE 2.94%
    P/E 58.4×
    Forward P/E 44.5×
    P/FCF 23.3×
    Dividend yield 0.46%
    Insider ownership 1.05%
    Insider buys / sells (12M) <$0.1M —
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $8.7B $9.5B $9.9B $10.4B $10.9B
    EPS $0.68 $1.96 $2.05 $1.98 $1.31
    Free cash flow $472.0M $537.0M $1.4B $1.6B $1.6B
    Net debt $3.7B $3.6B $2.8B $3.1B $3.3B
  5. ResMed Inc.

    RMD Healthcare · Medical Instruments & Supplies · US

    $238.80 −2.62% 1Y
    Low $180.27 High $277.67

    ResMed makes medical devices, masks and software for people with sleep and breathing disorders. Founded in 1989 and headquartered in San Diego, the company is led by Chief Executive Officer Michael Farrell.

    Market cap $33.7B
    Revenue growth (Q) +5.93%
    EPS growth (Q) +23.2%
    FCF growth (Q) −9.79%
    Revenue growth (next yr) +3.19%
    Net margin 27.8%
    ROE 26.4%
    P/E 21.7×
    Forward P/E 19.6×
    P/FCF 21.5×
    Dividend yield 1.03%
    Insider ownership 2.56%
    Insider buys / sells (12M) — $21.6M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $4.2B $4.7B $5.1B $5.7B $5.7B
    EPS $6.09 $6.92 $9.51 $10.43 $10.98
    Free cash flow $559.3M $1.3B $1.7B $1.6B $1.6B
    Net debt $1.2B $459.0M −$551.1M −$1.1B −$761.1M