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Added to YB: 2025-03-17

Pitch date: 2024-12-31

GHC [neutral]

Graham Holdings Company

+27.28%

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

$4.9B

Pitch Price

$875.95

Price Target

N/A

Dividend

0.64%

EV/EBITDA

3.80

P/E

6.66

EV/Sales

1.03

Sector

Diversified Consumer Services

Category

value

Show full summary:
Longleaf Partners Small-Cap Fund Portfolio Holding: Graham Holdings Company

GHC (holding update): Diversified co. Strong Q & year across segments. High FCF to share repurchases. Trades at single-digit FCF multiple, adjusted for non-earning assets. De-risking pension via annuity. Healthcare div growing double-digits, now 2nd most valuable after Kaplan. Disciplined capital allocation. Compelling value at current price.

Read full article (1 min)