Browse Valuations by Investor Type

Below are companies that pass the following screens:

Defensive Investor – must pass at least 6 of the following 7 tests:

  1. Adequate Size of Enterprise – market capitalization of at least $2 billion
  2. Sufficiently Strong Financial Condition – current ratio greater than 2
  3. Earnings Stability – positive earnings per share for at least 10 straight years
  4. Dividend Record – has paid a dividend for at least 10 straight years
  5. Earnings Growth – earnings per share has increased by at least 1/3 over the last 10 years using 3 year averages at beginning and end of period
  6. Moderate PEmg ratio – PEmg is less than 20
  7. Moderate Price to Assets – PB ratio is less than 2.5 or PB x PEmg is less than 50

Enterprising Investor – must pass at least 4 of the following 5 tests:

  1. Sufficiently Strong Financial Condition, Part 1 – current ratio greater than 1.5
  2. Sufficiently Strong Financial Condition, Part 2 – Debt to Net Current Assets ratio less than 1.1
  3. Earnings Stability – positive earnings per share for at least 5 years
  4. Dividend Record – currently pays a dividend
  5. Earnings growth – EPSmg greater than 5 years ago

Defensive Investor Companies

Enterprising Investor Companies

The following companies are not suitable for the defensive or enterprising investors and are considered to be speculative at this time

Additional companies previously reviewed by ModernGraham but not currently up to date:

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