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 41 matches.
1 filter active
median
thirds
  1. AppLovin Corporation

    APP Communication Services · Advertising Agencies · US

    $356.46 −42.2% 1Y
    Low $225.19 High $738.01

    AppLovin is an advertising-technology company headquartered in Palo Alto, California. Adam Foroughi is chief executive officer.

    Market cap $90.9B
    Revenue growth (Q) +52.8%
    EPS growth (Q) +57.3%
    FCF growth (Q) +12.5%
    Revenue growth (next yr) +47.4%
    Net margin 64.6%
    ROE 203.7%
    P/E 27.3×
    Forward P/E 14.6×
    P/FCF 27.0×
    Dividend yield —
    Insider ownership 20.6%
    Insider buys / sells (12M) — $574.1M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $2.8B $1.8B $3.2B $5.5B $6.8B
    EPS −$0.52 $0.98 $4.53 $9.75 $13.01
    Free cash flow −$892.4M $1.0B $2.1B $3.9B $4.5B
    Net debt $2.2B $2.6B $2.8B $1.0B $461.8M
  2. Omnicom Group Inc.

    OMC Communication Services · Advertising Agencies · US

    $87.41 +19.1% 1Y
    Low $66.33 High $89.57

    Omnicom is a strategic holding company that brings together global agency networks, connected capabilities and specialized agencies. It sells marketing, sales, communications and commerce services to large companies across media, content, commerce, generative AI and branding communications.

    Market cap $23.8B
    Revenue growth (Q) +59.1%
    EPS growth (Q) +36.0%
    FCF growth (Q) +108.1%
    Revenue growth (next yr) +50.6%
    Net margin 2.85%
    ROE 9.13%
    P/E 48.0×
    Forward P/E 9.8×
    P/FCF 8.4×
    Dividend yield 3.66%
    Insider ownership 1.39%
    Insider buys / sells (12M) — $0.2M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $14.3B $14.7B $15.7B $17.3B $24.8B
    EPS $6.36 $6.91 $7.46 −$0.27 $1.79
    Free cash flow $848.3M $1.3B $1.6B $2.8B $2.9B
    Net debt $1.3B $1.2B $1.7B $2.2B $6.2B
  3. The Trade Desk

    TTD Communication Services · Advertising Agencies · US

    $12.81 −73.1% 1Y
    Low $11.62 High $47.96

    The Trade Desk operates a technology platform that helps advertising agencies, advertisers and their service providers buy digital advertising. Founded in 2009 and headquartered in Ventura, the company is led by CEO and co-founder Jeff Green.

    Market cap $6.1B
    Revenue growth (Q) +3.03%
    EPS growth (Q) −22.2%
    FCF growth (Q) +29.8%
    Revenue growth (next yr) −4.98%
    Net margin 13.6%
    ROE 15.4%
    P/E 15.1×
    Forward P/E 32.6×
    P/FCF 6.9×
    Dividend yield —
    Insider ownership 10.7%
    Insider buys / sells (12M) $148.1M $5.8M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $1.6B $1.9B $2.4B $2.9B $3.0B
    EPS $0.11 $0.36 $0.78 $0.90 $0.84
    Free cash flow $456.8M $543.3M $632.4M $783.0M $864.2M
    Net debt −$1.4B −$1.4B −$1.9B −$1.3B −$1.5B
  4. WPP PLC

    WPP Communication Services · Advertising Agencies · GB

    $27.94 +53.9% 1Y
    Low $14.81 High $28.77

    WPP PLC, headquartered in London, United Kingdom, is one of the world’s largest advertising and marketing services companies. Founded in 1985 by Martin Sorrell, WPP initially began as a manufacturer of wire shopping baskets (hence the name “Wire and Plastic Products”).

    Market cap $6.0B
    Revenue growth (Q) +7.31%
    EPS growth (Q) −56.6%
    FCF growth (Q) −22.0%
    Revenue growth (next yr) −61.4%
    Net margin 4.18%
    ROE 0.00%
    P/E 20.8×
    Forward P/E 26.8×
    P/FCF —
    Dividend yield 3.60%
    Insider ownership 0.00%
    Insider buys / sells (12M) — —
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $17.8B $18.5B $18.8B $17.9B $35.5B
    EPS $3.79 $0.63 $3.16 −$1.32 —
    Free cash flow $606.7M $1.3B $1.5B $720.0M −$125.0M
    Net debt $3.1B $3.1B $2.2B $3.0B $4.0B
  5. Magnite, Inc.

    MGNI Communication Services · Advertising Agencies · US

    $27.84 +62.8% 1Y
    Low $10.82 High $28.17

    Magnite, Inc. (NASDAQ: MGNI) is a leading independent sell-side advertising platform that connects publishers with advertisers in the digital advertising ecosystem. The company was formed in April 2020 through the merger of two prominent ad tech companies, Rubicon Project and Telaria.

    Market cap $4.0B
    Revenue growth (Q) +13.8%
    EPS growth (Q) +76.9%
    FCF growth (Q) +36.8%
    Revenue growth (next yr) +6.65%
    Net margin 23.6%
    ROE 20.4%
    P/E 21.9×
    Forward P/E 31.7×
    P/FCF 17.8×
    Dividend yield —
    Insider ownership 2.39%
    Insider buys / sells (12M) — $26.9M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $577.1M $619.7M $668.2M $714.0M $766.7M
    EPS −$0.98 −$1.17 $0.16 $0.95 $1.19
    Free cash flow $148.2M $177.0M $188.1M $151.9M $224.1M
    Net debt $396.5M $206.8M $66.9M −$205.7M −$46.5M