Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GHC
BuyFull HouseGraham Holdings Company · Industrials · United States · $4.9B · Avg Vol: $37M/d
COMPANY DESCRIPTION
Graham Holdings Company is a diversified education and media enterprise, encompassing Kaplan, Inc. for educational services, several broadcast television stations, and various manufacturing and home health businesses. The company's competitive moat is derived from its diversified portfolio of strong brands, particularly Kaplan's reputation in education, and stable revenue streams from its varied operational segments. Graham Holdings is a unique holding company with a significant footprint in both education and local media, known for its long-term strategic investments.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 3.9B | 4.4B | 4.8B | 4.9B | 7.8% | 5.1B | 5.2B | 5.4B | 5.0% |
| EPS | 70.65 | 13.83 | 43.96 | 164.62 | 67.11 | -1.3% | 123.74 | 89.91 | 87.31 | 14.1% |
| Shares | — | 4.8M | 4.5M | 4.3M | 4.4M | -8.9% | 3.3M | — | — | — |
| Debt | — | 1.2B | 1.3B | 1.2B | 1.3B | 3.6% | 1.5B | — | — | — |
| Equity | — | 3.7B | 4.0B | 4.3B | 4.8B | 8.7% | — | — | — | — |
| Op CF | — | 235.6M | 259.9M | 407.0M | 347.2M | 13.8% | 326.8M | — | — | — |
| Inv CF | — | -184.1M | -153.0M | -62.3M | -179.4M | — | — | — | — | — |
| Fin CF | — | -18.1M | -99.8M | -241.0M | -165.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of GHC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GHC | Graham Holdings Company(you) | $4.9B | 77 | Buy |
| SEB | Seaboard Corporation | $3.7B | 59 | Hold |
| VMI | Valmont Industries, Inc. | $9.2B | 65 | Buy |
| DLX | Deluxe Corporation | $1.1B | 82 | Strong Buy |
| OTTR | Otter Tail Corporation | $3.8B | 46 | Hold |
| CODI | Compass Diversified | $861M | 47 | Hold |
| RCMT | RCM Technologies, Inc. | $298M | 91 | Strong Buy |
| HON | Honeywell International Inc. | $68.9B | 56 | Hold |
| MMM | 3M Company | $89.9B | 59 | Hold |
| BOOM | DMC Global Inc. | $141M | 61 | Hold |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.2%