PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Graham Holdings Company (GHC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS3846371041
CUSIP384637104
SectorConsumer Defensive
IndustryEducation & Training Services

Highlights

Market Cap$3.33B
EPS$43.84
PE Ratio17.01
Revenue (TTM)$4.41B
Gross Profit (TTM)$1.27B
EBITDA (TTM)$438.37M
Year Range$546.94 - $749.89
Target Price$635.00
Short %2.58%
Short Ratio4.24

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with GHC

Graham Holdings Company

Popular comparisons: GHC vs. AGM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Graham Holdings Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%OctoberNovemberDecember2024FebruaryMarch
11,962.47%
4,941.78%
GHC (Graham Holdings Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

Graham Holdings Company had a return of 8.77% year-to-date (YTD) and 30.85% in the last 12 months. Over the past 10 years, Graham Holdings Company had an annualized return of 7.08%, while the S&P 500 had an annualized return of 10.96%, indicating that Graham Holdings Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date8.77%10.04%
1 month9.19%3.53%
6 months31.67%22.79%
1 year30.85%32.16%
5 years (annualized)3.17%13.15%
10 years (annualized)7.08%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.67%-2.51%
2023-0.07%-0.57%-0.46%8.37%11.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Graham Holdings Company (GHC) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
GHC
Graham Holdings Company
1.48
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Graham Holdings Company Sharpe ratio is 1.48. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.48
2.76
GHC (Graham Holdings Company)
Benchmark (^GSPC)

Dividends

Dividend History

Graham Holdings Company granted a 0.88% dividend yield in the last twelve months. The annual payout for that period amounted to $6.67 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend$6.67$6.60$6.32$6.04$5.80$5.56$5.32$5.08$4.84$8.60$6.16

Dividend yield

0.88%0.95%1.05%1.02%1.09%0.87%0.83%0.91%0.95%1.77%1.18%

Monthly Dividends

The table displays the monthly dividend distributions for Graham Holdings Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$1.72$0.00
2023$0.00$1.65$0.00$1.65$0.00$0.00$1.65$0.00$0.00$1.65$0.00$0.00
2022$0.00$1.58$0.00$1.58$0.00$0.00$1.58$0.00$0.00$1.58$0.00$0.00
2021$0.00$1.51$0.00$1.51$0.00$0.00$1.51$0.00$0.00$1.51$0.00$0.00
2020$0.00$1.45$0.00$1.45$0.00$0.00$1.45$0.00$0.00$1.45$0.00$0.00
2019$0.00$1.39$0.00$1.39$0.00$0.00$1.39$0.00$0.00$1.39$0.00$0.00
2018$0.00$1.33$0.00$1.33$0.00$0.00$1.33$0.00$0.00$1.33$0.00$0.00
2017$1.27$0.00$0.00$1.27$0.00$0.00$1.27$0.00$0.00$1.27$0.00$0.00
2016$1.21$0.00$0.00$1.21$0.00$0.00$1.21$0.00$0.00$1.21$0.00$0.00
2015$3.20$0.00$0.00$1.60$0.00$0.00$2.65$0.00$0.00$1.15$0.00$0.00
2014$1.54$0.00$0.00$1.54$0.00$0.00$1.54$0.00$0.00$1.54$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.9%
Graham Holdings Company has a dividend yield of 0.88%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%15.8%
Graham Holdings Company has a payout ratio of 15.78%, which is below the market average. This means Graham Holdings Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
GHC (Graham Holdings Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Graham Holdings Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Graham Holdings Company was 67.54%, occurring on Mar 9, 2009. Recovery took 1433 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.54%Dec 30, 20041054Mar 9, 20091433Nov 14, 20142487
-62.55%Jul 31, 2019160Mar 18, 2020965Jan 22, 20241125
-44.33%Oct 6, 1989270Oct 30, 19901199Aug 1, 19951469
-40.09%Jul 8, 2015134Jan 15, 2016811Apr 8, 2019945
-38.36%Sep 29, 198718Oct 26, 1987405Jun 2, 1989423

Volatility

Volatility Chart

The current Graham Holdings Company volatility is 7.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
7.12%
2.82%
GHC (Graham Holdings Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Graham Holdings Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items