Summary
Graham Holdings Company Remains Deeply Discounted
Graham Holdings Company remains materially undervalued, with a diverse portfolio spanning education, broadcasting, manufacturing, healthcare, and automotive segments. Recent financials show robust revenue and profit growth across four of five segments, with EBITDA rising from $117.4M to $136.9M year over year. GHC trades at attractive absolute and segment-level multiples, with net cash exceeding debt by $349.8M, supporting its value play status.
Graham Corporation (GHM) Analyst/Investor Day Transcript
Graham Corporation (GHM) Analyst/Investor Day Transcript
Realty Income: What Graham Taught Me About REITs And Rates
Realty Income remains a hold as rising rates and a hawkish Fed outlook constrain upside. O's current 14x P/FFO is reasonable versus AA bond yields of ~5%, which can support a multiple of up to 20x per Graham's framework. But the margin of safety shrinks quickly when we factor in the potential of a more hawkish interest rate scenario and O's growth pressure.
Graham Holdings Co. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 50 | $58,865.73 | $59,757.5 | $891.77 | 1.51% |
 Mason Hawkins Southeastern Asset Management | 37,760 | $24.87M | $45.13M | $20.26M | 81.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8 | $9,261.06 | $9,555.36 | $294.3 | 3.18% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 34 | $31,831.57 | $40,604.84 | $8,773.27 | 27.56% |
| BG Bart Gancher Intech Investment Management LLC | 1,016 | $1.2M | $1.21M | $17,383.66 | 1.45% |
Graham Holdings Co. (GHC) FAQ
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Graham Holdings Co. Profile
| Diversified Consumer Services Industry | Consumer Discretionary Sector | Timothy J. O'Shaughnessy CEO | NYSE Exchange | 384637104 CUSIP |
| US Country | 19,920 Employees | 16 Jul 2026 Last Dividend | 1 Jul 2015 Last Split | 24 Jan 1990 IPO Date |
Overview
Graham Holdings Company is a diversified education and media entity that operates internationally and within the United States through its subsidiaries. Initially founded in 1877 as The Washington Post Company, it underwent a name change to Graham Holdings Company in November 2013. With its headquarters in Arlington, Virginia, the company has expanded its spectrum of services to include education and test preparation, media operations, healthcare services, industrial manufacturing, and digital technology solutions. Its targeted clientele spans students, professionals seeking certification, and general consumers looking for quality services in health and education, among other areas.
Products and Services
- Education and Test Preparation:
Offers comprehensive services including test preparation materials and services, professional certification and licensure training, operations support for online education programs like Purdue University Global, and preparation for English proficiency exams. Also provides academic programs and runs colleges and business schools.
- Media Operations:
Engages in the operation of television stations and online magazines such as Slate and ForeignPolicy.com. It also includes the management of French-language news sites slate.fr and slateafrique.com, thereby covering a wide range of news and information services.
- Healthcare Services:
Provides home health, hospice, and palliative care services. The company also extends its services to dermatology, professional aesthetics, and other skin care solutions.
- Industrial Manufacturing:
Manufactures and distributes products like screw jacks, linear actuators, lighting solutions, electrical components, and pressure-treated lumber and plywood, catering to various industrial needs.
- Digital Technology Solutions:
Offers digital advertising services and social media marketing solutions with tools designed to enhance engagement between newsrooms and their audiences. This includes software solutions and services tailored for efficiency in digital platforms.
- Additional Ventures:
Other business operations include running restaurants, entertainment venues, automobile dealerships, and pharmacies, demonstrating the company's diversified investment in customer-centric businesses.
