Added to YB: 2026-06-05
Pitch date: 2026-06-03
GHC [bullish]
Graham Holdings Company
+0.21%
current return
Author Info
No bio for this author
Company Info
Graham Holdings Company, through its subsidiaries, operates as a diversified holding company in the United States and internationally.
Market Cap
$4.7B
Pitch Price
$1.1K
Price Target
N/A
Dividend
0.68%
EV/EBITDA
7.01
P/E
16.28
EV/Sales
1.02
Sector
Diversified Consumer Services
Category
value
Graham Holdings Co. (GHC): Incentivized By a Family Legacy
GHC: Family-controlled conglomerate (Kaplan, TV, healthcare, auto) trading at sum-of-parts discount. P/E 16.4x, P/S 0.96x, FCF yield 6.15%, book ~$800/share. 5yr FCF growth 25.7% but weak ROE 6.55%/ROIC 4.7% below WACC 7.3%. Solid balance sheet. QVI reiterates Buy; flat since Nov '25 coverage, lags S&P by 1,074bps. Catalyst: spin-offs to unlock value.
Read full article (9 min)