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
1 filter active
  1. Howard Hughes Holdings Inc.

    HHH Real Estate · Real Estate Diversified · US

    $77.45 −1.02% 1Y
    Low $60.09 High $91.07

    HHH is led by a team of experienced executives, with David R. O’Reilly serving as the Chief Executive Officer. Under his leadership, the company has focused on creating sustainable, innovative, and vibrant communities that cater to the needs of residents, businesses, and visitors alike.

    Market cap $4.7B
    Revenue growth (Q) +63.1%
    EPS growth (Q) −119.3%
    FCF growth (Q) +178.2%
    Revenue growth (next yr) +72.6%
    Net margin 6.55%
    ROE 4.33%
    P/E 30.6×
    Forward P/E 18.2×
    P/FCF 4.9×
    Dividend yield —
    Insider ownership 0.00%
    Insider buys / sells (12M) $2.1M $1.6M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $1.5B $908.8M $1.8B $1.5B $2.6B
    EPS $3.65 −$11.13 $3.96 $2.21 $2.53
    Free cash flow $93.4M −$463.2M $171.4M $282.1M $932.6M
    Net debt $3.4B $4.0B $4.0B $2.8B $5.7B
  2. St. Joe Company (The)

    JOE Real Estate · Real Estate Diversified · US

    $70.02 +19.5% 1Y
    Low $55.61 High $73.54

    The St. Joe Company (NYSE: JOE), commonly referred to as St.

    Market cap $4.0B
    Revenue growth (Q) −3.04%
    EPS growth (Q) −2.54%
    FCF growth (Q) −45.1%
    Revenue growth (next yr) −5.62%
    Net margin 22.3%
    ROE 15.7%
    P/E 33.0×
    Forward P/E 32.0×
    P/FCF 25.2×
    Dividend yield 0.91%
    Insider ownership 4.06%
    Insider buys / sells (12M) — $82.3M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $252.3M $389.3M $402.7M $513.2M $542.9M
    EPS $1.21 $1.33 $1.27 $2.00 $2.12
    Free cash flow −$210.9M −$36.0M $58.1M $171.5M $157.4M
    Net debt $526.0M $545.7M $527.5M $440.4M $422.9M
  3. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR

    VTMX Real Estate · Real Estate Diversified · MX

    $37.61 +23.1% 1Y
    Low $29.63 High $38.30

    Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR (VTMX) is a leading real estate company specializing in the development, leasing, and management of industrial properties in Mexico. Founded in 1998, Vesta has established itself as a key player in the industrial real estate sector, catering to a diverse range of industries including automotive, aerospace, logistics, and manufacturing.

    Market cap $3.6B
    Revenue growth (Q) +9.85%
    EPS growth (Q) +306.9%
    FCF growth (Q) −0.58%
    Revenue growth (next yr) —
    Net margin 156.7%
    ROE 16.7%
    P/E 6.9×
    Forward P/E —
    P/FCF 18.7×
    Dividend yield 2.20%
    Insider ownership 4.94%
    Insider buys / sells (12M) — $16.2M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $178.0M $214.5M $252.3M $283.2M $311.3M
    EPS $3.57 $4.12 $2.38 $2.83 $5.49
    Free cash flow $65.0M $142.7M $129.1M $206.4M $186.4M
    Net debt $792.3M $414.3M $663.1M $939.1M $832.6M
  4. Stratus Properties Inc.

    STRS Real Estate · Real Estate Diversified · US

    $17.02 −10.4% 1Y
    Low $16.15 High $32.93

    Stratus Properties Inc. (STRS) is a diversified real estate development and management company headquartered in Austin, Texas. Established in 1992, the company has built a reputation for creating high-quality residential, commercial, and mixed-use properties.

    Market cap $154.2M
    Revenue growth (Q) −24.8%
    EPS growth (Q) +327.8%
    FCF growth (Q) +346.1%
    Revenue growth (next yr) −100.0%
    Net margin 75.0%
    ROE 6.68%
    P/E 6.4×
    Forward P/E 0.0×
    P/FCF 1.4×
    Dividend yield —
    Insider ownership 19.0%
    Insider buys / sells (12M) — $10.6M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $37.5M $17.3M $54.2M $29.9M $28.7M
    EPS $10.99 −$1.85 $0.24 $1.47 $2.64
    Free cash flow −$110.1M −$97.2M −$26.4M $31.7M $94.0M
    Net debt $77.1M $142.7M $141.3M $68.3M $69.5M