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Benjamin Graham Defensive Investor Screen 33 Qualifying in UK

A demanding intrinsic value-based screen designed for less experienced investors which focuses on “important” companies with long histories of profitable operations and strong financial condition. Graham felt defensive investors should confine their holdings to the shares of large, prominent, and conservatively financed companies with long histories of profitable operations. By this, he meant a firm of substantial size and with a leading position in its respective industry. Additionally, Graham sought companies with: 1) Strong financial position (based on the current ratio & debt to working capital). 2) 20 years of uninterrupted dividends 3) No negative earnings in the last 10 years & a 10-year annual earnings growth rate of at least 3% 4) A reasonable price-earnings ratio & a moderately low ratio of price to assets To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of Benjamin Graham

Benjamin Graham

Known as the Father of Value Investing, wrote the Intelligent Investor

The Intelligent Investor: The Classic Text on Value Investing

by Benjamin Graham

Presents the philosophy of 'value investing', which helps protect investors against the areas of possible substantial error and teaches them to develop long-term strategies with which they will be comfortable down the road. This book enables you to make the right decisions to protect your investments and make them a success.

This screen is based on a UK dataset. It uses the following criteria:

  • Sales £m > 150
  • Current Ratio > 2
  • P/3y Avg Earnings < 25
  • P/E < 20
  • Graham Multiplier < 22.5
  • EPS 5y CAGR % > 2.9
  • EPS Streak > 4
  • Div Streak > 4
  • Long Term Debt < Working Capital

Results are sorted by:

  • P/3y Avg Earnings in ascending order


And limited to the first 200 Results


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Benjamin Graham Defensive Investor Screen Graphical History in

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week -0.08% 0.54% -0.6%
1 month 2.37% 0.31% 2.1%
3 months -0.08% 2.20% -2.3%
6 months 0.33% 0.71% -0.4%
1 year -8.58% 3.40% -12.0%
2 years -2.60% 23.27% -25.9%
Since inception -5.80% 27.1% -32.9%
Annualised -2.26%

Risk

Maximum Drawdown-28.88%
Average No. of Holdings2.1
Diversification LevelLow

 Chart based on an equal weighted portfolio of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.


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33 Qualifying in

Ticker Name Sales £m Current Ratio P/3y Avg Earnings P/E Graham Multiplier EPS 5y CAGR % EPS Streak Div Streak
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Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.