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 45 matches.
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  1. Williams-Sonoma, Inc.

    WSM Consumer Cyclical · Specialty Retail · US

    $258.70 +30.0% 1Y
    Low $165.51 High $274.45

    Williams-Sonoma is an omni-channel specialty retailer of products for the home. It sells kitchen equipment, cookware, food, furniture, bedding, lighting, rugs, décor, hardware, personalized gifts and other home goods through brands aimed at different rooms, customer needs and life stages.

    Market cap $30.5B
    Revenue growth (Q) +6.70%
    EPS growth (Q) +42.0%
    FCF growth (Q) +108.4%
    Revenue growth (next yr) +5.95%
    Net margin 14.7%
    ROE 55.0%
    P/E 26.1×
    Forward P/E 25.4×
    P/FCF 22.7×
    Dividend yield 1.14%
    Insider ownership 1.97%
    Insider buys / sells (12M) — $49.7M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $8.7B $7.8B $7.7B $7.8B $8.0B
    EPS $8.16 $7.28 $8.79 $8.84 $9.77
    Free cash flow $698.7M $1.5B $1.1B $1.1B $1.3B
    Net debt −$367.3M −$1.3B −$1.2B −$1.0B −$1.0B
  2. Ulta Beauty Inc.

    ULTA Consumer Cyclical · Specialty Retail · US

    $648.00 +24.2% 1Y
    Low $443.60 High $714.97

    Ulta Beauty is an international specialty beauty retailer founded in 1990. Its U.S. business sells cosmetics, fragrance, skin care, bath and body products, hair care, salon styling tools and wellness products, and provides salon services.

    Market cap $27.8B
    Revenue growth (Q) +8.87%
    EPS growth (Q) +13.3%
    FCF growth (Q) +96.5%
    Revenue growth (next yr) +7.13%
    Net margin 9.34%
    ROE 46.1%
    P/E 23.5×
    Forward P/E 22.1×
    P/FCF 24.2×
    Dividend yield —
    Insider ownership 0.73%
    Insider buys / sells (12M) — $1.8M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $10.2B $11.2B $11.3B $12.4B $13.0B
    EPS $24.01 $26.03 $25.34 $25.64 $27.44
    Free cash flow $1.2B $1.0B $964.1M $1.1B $1.1B
    Net debt −$454.9M −$766.6M −$703.2M −$432.0M $126.1M
  3. Casey's General Stores, Inc.

    CASY Consumer Cyclical · Specialty Retail · US

    $690.44 +31.4% 1Y
    Low $513.10 High $927.85

    Casey’s General Stores operates convenience stores that sell fuel, prepared meals and everyday goods to local customers and travelers. Founded in 1968, the company is headquartered in Ankeny, Iowa.

    Market cap $25.5B
    Revenue growth (Q) +24.3%
    EPS growth (Q) +27.7%
    FCF growth (Q) −31.0%
    Revenue growth (next yr) +19.3%
    Net margin 4.14%
    ROE 20.0%
    P/E 33.1×
    Forward P/E 31.9×
    P/FCF 37.7×
    Dividend yield 0.35%
    Insider ownership 0.64%
    Insider buys / sells (12M) $0.6M $31.6M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $15.1B $14.9B $15.9B $17.6B $18.7B
    EPS $11.91 $13.43 $14.64 $19.16 $20.76
    Free cash flow $422.5M $397.6M $603.4M $763.7M $677.1M
    Net debt $1.3B $1.4B $2.2B $1.9B $1.9B
  4. Best Buy Co., Inc.

    BBY Consumer Cyclical · Specialty Retail · US

    $99.39 +22.9% 1Y
    Low $55.10 High $103.54

    Best Buy is a consumer-technology retailer founded in 1966 and headquartered in Richfield. It sells technology products and related services to people shopping online, in stores, or through delivery and in-home visits across the U.S. and Canada.

    Market cap $20.9B
    Revenue growth (Q) +3.61%
    EPS growth (Q) +70.1%
    FCF growth (Q) +28.4%
    Revenue growth (next yr) +2.34%
    Net margin 3.01%
    ROE 43.1%
    P/E 16.4×
    Forward P/E 14.3×
    P/FCF 11.9×
    Dividend yield 3.85%
    Insider ownership 6.69%
    Insider buys / sells (12M) — $194.7M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $46.3B $43.5B $41.5B $41.7B $42.2B
    EPS $6.29 $5.68 $4.28 $5.04 $6.01
    Free cash flow $894.0M $675.0M $1.4B $1.3B $1.8B
    Net debt −$698.0M −$282.0M −$424.0M −$562.0M −$1.1B
  5. Tractor Supply Company

    TSCO Consumer Cyclical · Specialty Retail · US

    $36.47 −32.4% 1Y
    Low $28.36 High $56.94

    Tractor Supply is a U.S. retailer serving recreational farmers, ranchers, homesteaders, pet and animal owners, and other customers who live or shop for a rural lifestyle. It sells through Tractor Supply stores, Petsense by Tractor Supply stores, websites and a mobile application.

    Market cap $19.1B
    Revenue growth (Q) +5.15%
    EPS growth (Q) −12.2%
    FCF growth (Q) +30.3%
    Revenue growth (next yr) +3.48%
    Net margin 6.13%
    ROE 37.4%
    P/E 19.6×
    Forward P/E 17.9×
    P/FCF 30.9×
    Dividend yield 2.60%
    Insider ownership 0.26%
    Insider buys / sells (12M) $0.7M $12.0M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $14.2B $14.6B $14.9B $15.5B $15.9B
    EPS $1.94 $2.02 $2.04 $2.06 $1.86
    Free cash flow $584.7M $666.7M $776.9M $996.6M $614.2M
    Net debt $996.2M $1.4B $1.6B $1.6B $2.1B