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 68 matches.
1 filter active
median
thirds
  1. NVIDIA Corporation

    NVDA Technology · Semiconductors · US

    $186.33 −0.93% 1Y
    Low $164.27 High $243.37

    NVIDIA is a data-center-scale AI infrastructure company headquartered in Santa Clara, California. Jen-Hsun Huang is President and Chief Executive Officer.

    Market cap $4.38T
    Revenue growth (Q) +105.9%
    EPS growth (Q) +127.8%
    FCF growth (Q) +58.9%
    Revenue growth (next yr) +90.6%
    Net margin 63.7%
    ROE 117.2%
    P/E 23.4×
    Forward P/E 20.5×
    P/FCF 35.5×
    Dividend yield 0.28%
    Insider ownership 4.13%
    Insider buys / sells (12M) — $1,868.0M
    Reported FY2023 FY2024 FY2025 FY2026 TTM
    Revenue $27.0B $60.9B $130.5B $215.9B $303.0B
    EPS $0.17 $1.19 $2.94 $4.90 $7.91
    Free cash flow $3.8B $27.0B $60.9B $96.7B $127.0B
    Net debt −$3.6B −$17.5B −$34.7B −$55.1B −$67.0B
  2. Taiwan Semiconductor Manufacturing Company Ltd.

    TSM Technology · Semiconductors · TW

    $373.59 +29.2% 1Y
    Low $266.82 High $487.47

    Taiwan Semiconductor Manufacturing Company Ltd. (TSMC), founded in 1987 by Dr. Morris Chang, is the world’s largest dedicated semiconductor foundry.

    Market cap $1.83T
    Revenue growth (Q) +32.7%
    EPS growth (Q) +74.5%
    FCF growth (Q) +24.6%
    Revenue growth (next yr) —
    Net margin 49.9%
    ROE 39.8%
    P/E 27.0×
    Forward P/E —
    P/FCF 54.5×
    Dividend yield 1.01%
    Insider ownership 0.12%
    Insider buys / sells (12M) $3.2M $14.0M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $73.7B $70.6B $88.3B $121.4B $141.7B
    EPS $6.57 $5.18 $7.04 $10.65 $13.86
    Free cash flow $17.0B $9.4B $26.3B $31.7B $35.5B
    Net debt −$22.8B −$24.8B −$43.9B −$65.8B −$80.3B
  3. Broadcom Inc.

    AVGO Technology · Semiconductors · US

    $292.36 −17.8% 1Y
    Low $289.77 High $495.00

    Broadcom is a global technology company that designs semiconductor products and infrastructure software for business, government and technology customers. Hock E. Tan is President, Chief Executive Officer and Director.

    Market cap $1.39T
    Revenue growth (Q) +85.5%
    EPS growth (Q) +215.3%
    FCF growth (Q) +94.6%
    Revenue growth (next yr) +65.9%
    Net margin 42.9%
    ROE 44.3%
    P/E 36.3×
    Forward P/E 35.2×
    P/FCF 35.4×
    Dividend yield 0.89%
    Insider ownership 1.80%
    Insider buys / sells (12M) $0.7M $1,153.4M
    Reported FY2022 FY2023 FY2024 FY2025 TTM
    Revenue $33.2B $35.8B $51.6B $63.9B $89.1B
    EPS $2.65 $3.30 $1.23 $4.77 $7.83
    Free cash flow $16.3B $17.6B $19.4B $26.9B $39.4B
    Net debt $27.1B $25.0B $58.2B $49.0B $35.4B
  4. SK Hynix, Inc. - Sponsored ADR

    SKHY Technology · Semiconductors · KR

    $126.70 0.00% 1Y
    Low $122.20 High $199.87
    Market cap $903.1B
    Revenue growth (Q) —
    EPS growth (Q) —
    FCF growth (Q) —
    Revenue growth (next yr) —
    Net margin —
    ROE —
    P/E —
    Forward P/E —
    P/FCF —
    Dividend yield —
    Insider ownership 0.00%
    Insider buys / sells (12M) — —
    Reported FY2025 TTM
    Revenue $68.0B —
    EPS $4.23 —
    Free cash flow $17.5B —
    Net debt −$7.6B −$47.2B
  5. Micron Technology, Inc.

    MU Technology · Semiconductors · US

    $687.21 +188.3% 1Y
    Low $192.59 High $1,255.00

    Micron Technology is a semiconductor memory and storage company founded in 1978 and headquartered in Boise. Sanjay Mehrotra is its Chairman and Chief Executive Officer.

    Market cap $742.7B
    Revenue growth (Q) +379.3%
    EPS growth (Q) +1,061.5%
    FCF growth (Q) +45,543.1%
    Revenue growth (next yr) +106.9%
    Net margin 63.8%
    ROE 88.3%
    P/E 9.1×
    Forward P/E 5.1×
    P/FCF 13.1×
    Dividend yield 0.08%
    Insider ownership 0.00%
    Insider buys / sells (12M) $7.8M $249.5M
    Reported FY2023 FY2024 FY2025 FY2026
    Revenue $15.5B $25.1B $37.4B $133.2B
    EPS −$5.34 $0.70 $7.59 $74.33
    Free cash flow −$6.1B $121.0M $1.7B $59.0B
    Net debt $3.7B $5.3B $4.3B −$38.3B