Is Graham Holdings Stock a Good Investment?
Graham Holdings Investment Advice | GHC |
- Examine Graham Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Graham Holdings' leadership team and their track record. Good management can help Graham Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified Consumer Services space and any emerging trends that could impact Graham Holdings' business and its evolving consumer preferences.
- Compare Graham Holdings' performance and market position to its competitors. Analyze how Graham Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if Graham Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Graham Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Graham Holdings Co stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Graham Holdings Co is a good investment.
Sell | Buy |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Graham Holdings Stock
Researching Graham Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 81.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.96. Some equities with similar Price to Book (P/B) outperform the market in the long run. Graham Holdings recorded earning per share (EPS) of 163.43. The entity last dividend was issued on the 17th of April 2025. The firm had 1655:1000 split on the 1st of July 2015.
To determine if Graham Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Graham Holdings' research are outlined below:
| Over 81.0% of the company shares are owned by institutional investors | |
| On 20th of February 2025 Graham Holdings paid $ 1.8 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Residential Hospice to Honor Vietnam Veterans |
Graham Holdings Quarterly Cost Of Revenue |
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Graham Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Graham Holdings Co. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Graham Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 23rd of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Graham Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Graham Holdings' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2001-10-19 | 2001-09-30 | 1.39 | 1.56 | 0.17 | 12 | ||
1995-04-25 | 1995-03-31 | 2.82 | 3.16 | 0.34 | 12 | ||
1993-02-02 | 1992-12-31 | 3.28 | 2.94 | -0.34 | 10 | ||
2002-01-25 | 2001-12-31 | 3.34 | 2.93 | -0.41 | 12 | ||
2002-04-19 | 2002-03-31 | 2.26 | 2.68 | 0.42 | 18 | ||
2003-04-22 | 2003-03-31 | 3.77 | 4.21 | 0.44 | 11 | ||
1993-04-27 | 1993-03-31 | 1.98 | 2.42 | 0.44 | 22 | ||
1994-10-26 | 1994-09-30 | 2.91 | 3.4 | 0.49 | 16 |
Know Graham Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Graham Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Graham Holdings Co backward and forwards among themselves. Graham Holdings' institutional investor refers to the entity that pools money to purchase Graham Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Aqr Capital Management Llc | 2024-12-31 | 39 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 32.8 K | Raymond James Finl Svs Advisors, Inc. | 2024-09-30 | 30.6 K | London Company Of Virginia | 2024-12-31 | 27.2 K | Goldman Sachs Group Inc | 2024-12-31 | 25.7 K | Jpmorgan Chase & Co | 2024-12-31 | 24.6 K | Thompson, Siegel & Walmsley Llc | 2024-12-31 | 21.9 K | Amvescap Plc. | 2024-12-31 | 19.8 K | Arrowstreet Capital Limited Partnership | 2024-12-31 | 18.8 K | Blackrock Inc | 2024-12-31 | 426.3 K | Vanguard Group Inc | 2024-12-31 | 335.6 K |
Graham Holdings' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 4.08 B.Market Cap |
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Graham Holdings' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.12 | 0.12 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.09 | 0.08 | |
| Return On Equity | 0.17 | 0.15 |
Determining Graham Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if Graham Holdings is a good buy. For example, gross profit margin measures Graham Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Graham Holdings' profitability and make more informed investment decisions.
Please note, the presentation of Graham Holdings' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Graham Holdings' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Graham Holdings' management manipulating its earnings.
Evaluate Graham Holdings' management efficiency
Graham Holdings has Return on Asset of 0.0892 % which means that on every $100 spent on assets, it made $0.0892 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1712 %, implying that it generated $0.1712 on every 100 dollars invested. Graham Holdings' management efficiency ratios could be used to measure how well Graham Holdings manages its routine affairs as well as how well it operates its assets and liabilities. As of March 24, 2025, Return On Tangible Assets is expected to decline to 0.12. In addition to that, Return On Capital Employed is expected to decline to 0.03. At present, Graham Holdings' Intangibles To Total Assets are projected to slightly decrease based on the last few years of reporting. The current year's Asset Turnover is expected to grow to 0.86, whereas Total Assets are forecasted to decline to about 4.3 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 990.54 | 1,040 | |
| Tangible Book Value Per Share | 609.85 | 640.35 | |
| Enterprise Value Over EBITDA | 3.26 | 3.10 | |
| Price Book Value Ratio | 0.90 | 1.67 | |
| Enterprise Value Multiple | 3.26 | 3.10 | |
| Price Fair Value | 0.90 | 1.67 | |
| Enterprise Value | 3.9 B | 2.3 B |
Examining the leadership quality of Graham Holdings Co offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Basic technical analysis of Graham Stock
As of the 24th of March, Graham Holdings retains the risk adjusted performance of 0.049, and Market Risk Adjusted Performance of 0.0745. Graham Holdings technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.Graham Holdings' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Graham Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Graham Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Graham Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Graham Holdings' Outstanding Corporate Bonds
Graham Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Graham Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Graham bonds can be classified according to their maturity, which is the date when Graham Holdings Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Graham Holdings 575 Corp BondUS384637AA23 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Graham Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Graham Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.049 | |||
| Market Risk Adjusted Performance | 0.0745 | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.45 | |||
| Downside Deviation | 1.5 | |||
| Coefficient Of Variation | 1985.35 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.48 | |||
| Information Ratio | 0.0868 | |||
| Jensen Alpha | 0.1417 | |||
| Total Risk Alpha | 0.1889 | |||
| Sortino Ratio | 0.0909 | |||
| Treynor Ratio | 0.0645 | |||
| Maximum Drawdown | 6.04 | |||
| Value At Risk | (2.36) | |||
| Potential Upside | 2.81 | |||
| Downside Variance | 2.26 | |||
| Semi Variance | 2.11 | |||
| Expected Short fall | (1.34) | |||
| Skewness | 0.0854 | |||
| Kurtosis | (0.06) |
| Risk Adjusted Performance | 0.049 | |||
| Market Risk Adjusted Performance | 0.0745 | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.45 | |||
| Downside Deviation | 1.5 | |||
| Coefficient Of Variation | 1985.35 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.48 | |||
| Information Ratio | 0.0868 | |||
| Jensen Alpha | 0.1417 | |||
| Total Risk Alpha | 0.1889 | |||
| Sortino Ratio | 0.0909 | |||
| Treynor Ratio | 0.0645 | |||
| Maximum Drawdown | 6.04 | |||
| Value At Risk | (2.36) | |||
| Potential Upside | 2.81 | |||
| Downside Variance | 2.26 | |||
| Semi Variance | 2.11 | |||
| Expected Short fall | (1.34) | |||
| Skewness | 0.0854 | |||
| Kurtosis | (0.06) |
Consider Graham Holdings' intraday indicators
Graham Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Graham Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 0.013 | |||
| Daily Balance Of Power | (1.72) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 941.59 | |||
| Day Typical Price | 940.99 | |||
| Market Facilitation Index | 12.33 | |||
| Price Action Indicator | (12.40) | |||
| Period Momentum Indicator | (21.24) | |||
| Relative Strength Index | 57.06 |
Graham Holdings Corporate Filings
| 28th of February 2025 Other Reports | ViewVerify | |
10K | 26th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 25th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 14th of February 2025 Other Reports | ViewVerify |
Graham Stock media impact
Far too much social signal, news, headlines, and media speculation about Graham Holdings that are available to investors today. That information is available publicly through Graham media outlets and privately through word of mouth or via Graham internal channels. However, regardless of the origin, that massive amount of Graham data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Graham Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Graham Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Graham Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Graham Holdings alpha.
Graham Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Graham Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Graham Holdings Historical Investor Sentiment
Investor biases related to Graham Holdings' public news can be used to forecast risks associated with an investment in Graham. The trend in average sentiment can be used to explain how an investor holding Graham can time the market purely based on public headlines and social activities around Graham Holdings Co. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Graham Holdings' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Graham Holdings and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Graham Holdings news discussions. The higher the estimate score, the more favorable the investor's outlook on Graham Holdings.
Graham Holdings Corporate Directors
| Micah Gelman | Director Video | Profile | |
| Larry Thompson | Independent Director | Profile | |
| Jack Markell | Independent Director | Profile | |
| Thomas Gayner | Independent Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Graham Holdings Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Is Diversified Consumer Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Graham Holdings. If investors know Graham will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Graham Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 9.719 | Dividend Share 6.88 | Earnings Share 163.43 | Revenue Per Share | Quarterly Revenue Growth 0.068 |
The market value of Graham Holdings is measured differently than its book value, which is the value of Graham that is recorded on the company's balance sheet. Investors also form their own opinion of Graham Holdings' value that differs from its market value or its book value, called intrinsic value, which is Graham Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Graham Holdings' market value can be influenced by many factors that don't directly affect Graham Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Graham Holdings' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Graham Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Graham Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.