0.21%
7.13%
10.76%
20.55%
29.66%
56.95%
70.07%
AI Spotlight on GHC
Company Description
Graham Holdings Company, through its subsidiaries, operates as a diversified education and media company worldwide.It provides test preparation services and materials; data science and training services; professional training and exam preparation for professional certifications and licensures; and non-academic operations support services to the Purdue University Global.The company also offers training, test preparation, and degrees for accounting and financial services professionals; English-language training, academic preparation programs, and test preparation for English proficiency exams; and A-level examination preparation services, as well as operates three colleges, a business school, a higher education institution, and an online learning institution.
In addition, it owns and operates seven television stations; and provides social media management tools to connect newsrooms with their users, as well as produces Foreign Policy magazine and ForeignPolicy.com website.Further, the company publishes Slate, an online magazine; and two French-language news magazine websites at slate.fr and slateafrique.com.Additionally, it provides social media marketing solutions; home health and hospice services; burners, igniters, dampers, and controls; screw jacks, linear actuators and related linear motion products, and lifting systems; pressure impregnated kiln-dried lumber and plywood products; cybersecurity training solutions; digital advertising services; and power charging and data systems, industrial and commercial indoor lighting solutions, and electrical components and assemblies.
The company also owns and operates 11 restaurants and entertainment venues; and engages in automobile dealerships business.The company was formerly known as The Washington Post Company and changed its name to Graham Holdings Company in November 2013.Graham Holdings Company was founded in 1877 and is based in Arlington, Virginia.
Market Data
| Last Price | 934.06 |
| Change Percentage | 0.21% |
| Open | 930.15 |
| Previous Close | 932.11 |
| Market Cap ( Millions) | 4048 |
| Volume | 3979 |
| Year High | 974 |
| Year Low | 683 |
| M A 50 | 908.15 |
| M A 200 | 799.69 |
Financial Ratios
| FCF Yield | 6.47% |
| Dividend Yield | 0.55% |
| ROE | 5.73% |
| Debt / Equity | 30.29% |
| Net Debt / EBIDTA | 137.15% |
| Price To Book | 1.02 |
| Price Earnings Ratio | 17.75 |
| Price To FCF | 15.46 |
| Price To sales | 0.86 |
| EV / EBITDA | 7.1 |
News
- Jan -24 - Graham Corporation Announces Third Quarter Fiscal Year 2025 Financial Results Conference Call and Webcast
- Jan -22 - 69 Graham Value All-Stars, Of 20 'Safer' Choices, Buy Any Of 14
- Jan -16 - Graham Holdings Company Declares Regular Quarterly Dividend
- Jan -15 - Kaplan Named as a Double Winner in the American Consortium for Equity in Education's 2024 Excellence in Equity – Industry Impact Awards
- Jan -13 - Graham Corporation: Good Near- And Long-Term Prospects And Reasonable Valuation
- Jan -08 - The College for Financial Planning®—a Kaplan Company Joins the CFA Institute University Affiliation Program
- Jan -06 - Graham (GHM) Soars 7.1%: Is Further Upside Left in the Stock?
- Jan -06 - Residential Home Health and Hospice Named 2024 Best Place to Work in PA
- Jan -06 - Perspective Therapeutics Appoints Juan Graham, MBA as Chief Financial Officer
- Dec -11 - Verizon: Narrow Margin Of Safety Per Graham P/E And Number
- Dec -11 - Well+Good Launches Annual Wellness Trends Report
- Dec -04 - Only In Your State Launches AI-Powered, Editor-Curated Travel Planning Tool
- Nov -21 - Graham Corporation to Present at the Noble Capital Markets Conference
- Nov -21 - Realty Income Vs. Simon Property Group: Graham's Wisdom Favors Realty Income
- Nov -18 - Residential Home Health and Hospice Named 2024 Top Workplace for Chicago Market
- Nov -18 - Residential Home Health and Hospice Named 2024 Top Workplace for Michigan Market
- Nov -14 - Graham Corporation to Present at the Southwest IDEAS Conference
- Nov -13 - 3 Reasons Why Graham (GHM) Is a Great Growth Stock
- Nov -13 - Is Graham (GHM) Stock Outpacing Its Industrial Products Peers This Year?
- Nov -11 - Graham price target raised to $45 from $35 at Noble Capital
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Education
Expected Growth : 5.8 %
What the company do ?
Graham Holdings Company's education segment, Kaplan, provides educational services, including higher education, test preparation, and professional training, serving students and professionals globally.
Why we expect these perspectives ?
Graham Holdings Company's 5.8% growth in Education segment is driven by increasing demand for online learning platforms, strategic acquisitions, and expansion of existing programs. Additionally, the company's focus on providing high-quality educational content, innovative digital solutions, and strong partnerships with educational institutions contribute to its growth momentum.
Segment n°2 -> Automotive
Expected Growth : 5.5 %
What the company do ?
Graham Holdings Company's Automotive segment includes the operations of Kaplan, a leading provider of educational and training services, and Graham Media Group, a diversified media company.
Why we expect these perspectives ?
Graham Holdings Company's Automotive segment growth of 5.5% is driven by increasing demand for luxury vehicles, expansion of online car-buying platforms, and strategic partnerships with ride-hailing services. Additionally, the company's focus on electric and autonomous vehicle technologies, as well as its strong brand portfolio, contribute to its growth momentum.
Segment n°3 -> Television Broadcasting
Expected Growth : 5.2 %
What the company do ?
Television Broadcasting from Graham Holdings Company refers to the division that operates local TV stations, providing news, entertainment, and sports programming to various markets.
Why we expect these perspectives ?
Graham Holdings Company's Television Broadcasting segment growth of 5.2% is driven by increasing demand for local news and sports programming, expansion of retransmission fees, and growth in digital advertising revenue. Additionally, the company's focus on strategic acquisitions and investments in emerging technologies, such as ATSC 3.0, are expected to drive future growth.
Segment n°4 -> Healthcare
Expected Growth : 6.2 %
What the company do ?
Graham Holdings Company's Healthcare segment operates hospitals, outpatient facilities, and other healthcare services, providing medical care and wellness programs to patients.
Why we expect these perspectives ?
Graham Holdings Company's 6.2% growth in Healthcare is driven by increasing demand for healthcare services, an aging population, and expansion into new markets. Additionally, the company's focus on value-based care, investments in digital health, and strategic acquisitions have contributed to its growth.
Segment n°5 -> Manufacturing
Expected Growth : 5.9 %
What the company do ?
Graham Holdings Company's manufacturing segment produces and distributes a range of products, including industrial equipment, satellite transmission systems, and specialized electronics.
Why we expect these perspectives ?
Graham Holdings Company's 5.9% growth in manufacturing is driven by increasing demand for industrial equipment, strategic acquisitions, and expansion into emerging markets. Additionally, investments in digital transformation, process automation, and supply chain optimization have improved operational efficiency, contributing to the segment's growth.
Segment n°6 -> Other Businesses
Expected Growth : 5.7 %
What the company do ?
Other Businesses from Graham Holdings Company include a diverse portfolio of companies, such as a home health and hospice provider, a manufacturer of industrial products, and a provider of online test preparation services.
Why we expect these perspectives ?
Graham Holdings Company's Other Businesses segment growth is driven by increasing demand for online education and test preparation services, expansion of Kaplan's professional training programs, and strategic acquisitions. Additionally, growth in the company's media and television broadcasting businesses, as well as its healthcare and cybersecurity services, contribute to the 5.7% growth rate.
Segment n°7 -> Intersegment Elimination
Expected Growth : 0 %
What the company do ?
Intersegment Elimination from Graham Holdings Company refers to the removal of revenues and expenses between subsidiaries to present consolidated financial statements.
Why we expect these perspectives ?
Graham Holdings Company's Intersegment Elimination with 0% growth is driven by the absence of significant intercompany transactions, indicating a lack of material eliminations between segments. This suggests a well-diversified business with minimal dependencies between divisions, allowing for a more accurate representation of individual segment performance.
Segment n°8 -> Corporate Office
Expected Growth : 0 %
What the company do ?
The Corporate Office of Graham Holdings Company provides strategic direction, oversight, and support to its subsidiaries, including Kaplan, Graham Media Group, and others.
Why we expect these perspectives ?
Graham Holdings Company's Corporate Office segment growth is stagnant due to lack of innovation, inefficient cost structure, and limited diversification. The company's focus on traditional media and education businesses has hindered its ability to adapt to changing market trends, resulting in zero growth.
Graham Holdings Company Products
| Product Range | What is it ? |
|---|---|
| Education | Graham Holdings Company provides educational services through its subsidiary Kaplan, Inc., which offers a range of educational programs and courses, including test preparation, professional training, and degree programs. |
| Media | Graham Holdings Company owns and operates several media outlets, including the Washington Post, Slate, and Foreign Policy, which provide news, analysis, and commentary on current events and global issues. |
| Healthcare | Graham Holdings Company provides healthcare services through its subsidiary Graham Healthcare Group, which offers home healthcare, hospice care, and medical staffing services. |
| Manufacturing | Graham Holdings Company owns and operates several manufacturing businesses, including Dekko, which produces electrical components and systems, and Joyce/Dayton, which manufactures screw jacks and actuators. |
| Energy | Graham Holdings Company owns and operates several energy-related businesses, including a wind energy company and a provider of energy efficiency solutions. |
Graham Holdings Company's Porter Forces
Threat Of Substitutes
Graham Holdings Company operates in a diversified range of industries, including education, television broadcasting, and manufacturing. While there are substitutes available in each of these industries, the company's diversified portfolio reduces its reliance on any one industry, thereby reducing the threat of substitutes.
Bargaining Power Of Customers
Graham Holdings Company's customers are diverse and fragmented across its various business segments. This reduces their bargaining power, as no single customer has a significant impact on the company's overall revenue.
Bargaining Power Of Suppliers
Graham Holdings Company's suppliers are diverse and operate in various industries. While some suppliers may have bargaining power in specific industries, the company's diversified operations reduce its reliance on any one supplier, thereby mitigating the bargaining power of suppliers.
Threat Of New Entrants
Graham Holdings Company operates in industries with high barriers to entry, such as television broadcasting and education. These barriers, combined with the company's established brand and diversified operations, reduce the threat of new entrants.
Intensity Of Rivalry
Graham Holdings Company operates in competitive industries, including education and television broadcasting. The company faces intense rivalry from established players in these industries, which can lead to pricing pressures and reduced market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 18.07% |
| Debt Cost | 7.74% |
| Equity Weight | 81.93% |
| Equity Cost | 9.49% |
| WACC | 9.17% |
| Leverage | 22.05% |
Graham Holdings Company : Quality Control
Graham Holdings Company passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| LRN | Stride, Inc., a technology-based education service company, provides proprietary and third-party online curriculum, software systems, and educational services to facilitate individualized learning for students primarily in kindergarten through 12th grade … |
| LAUR | Laureate Education, Inc., together with its subsidiaries, provides higher education programs and services to students through a network of universities and higher education institutions. The company offers a range of … |
| LOPE | Grand Canyon Education, Inc. provides education services to colleges and universities in the United States. The company's technology services include learning management system, internal administration, infrastructure, and support services; academic … |
| STRA | Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. It operates through three segments: U.S. Higher Education, Australia/New … |
| ATGE | Adtalem Global Education Inc. provides workforce solutions worldwide. It operates through three segments, Chamberlain, Walden, and Medical and Veterinary. The Chamberlain segment offers degree and non-degree programs in the nursing … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Laureate Education
A-Score
1-Year Total Return ->
🥈
Graham
A-Score
1-Year Total Return ->
🥉
Grand Canyon Education
A-Score
1-Year Total Return ->
4
Strategic Education
A-Score
1-Year Total Return ->
5
Stride
A-Score
1-Year Total Return ->
6
