Is Graham Stock a Good Investment?

Graham Investment Advice

GHM

To provide specific investment advice or recommendations on Graham stock, we recommend investors consider the following general factors when evaluating Graham. This will help you to make an informed decision on whether to include Graham in one of your diversified portfolios:

Examine Graham's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Graham's leadership team and their track record. Good management can help Graham navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Graham's business and its evolving consumer preferences.
Compare Graham's performance and market position to its competitors. Analyze how Graham is positioned in terms of product offerings, innovation, and market share.
Check if Graham pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Graham's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Graham stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Graham is a good investment.

Sell

Buy

Our trade recommendations module complements current analysts and expert consensus on Graham. It analyzes the firm potential to grow using all fundamental, technical, and market related data available at the time. To make sure Graham is not overpriced, please check out all Graham fundamentals, including its current valuation, revenue, current ratio, as well as the relationship between the number of shares shorted and cash and equivalents . Given that Graham has a price to earning of 37.13 X, we strongly advise you to confirm Graham market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Market Performance	Good	Details
Volatility	Not too volatile	Details
Hype Condition	Over hyped	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Very Small	Details
Economic Sensitivity	Follows the market closely	Details
Investor Sentiment	Interested	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Inapplicable	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Graham Stock

Researching Graham's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 69.0% of the company shares are owned by institutional investors. The book value of Graham was currently reported as 9.58. The company has Price/Earnings To Growth (PEG) ratio of 0.77. Graham last dividend was issued on the 8th of November 2021. The entity had 2:1 split on the 7th of October 2008.

To determine if Graham is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Graham's research are outlined below:

	Graham appears to be risky and price may revert if volatility continues
	Graham is unlikely to experience financial distress in the next 2 years
	About 69.0% of the company shares are owned by institutional investors
	Latest headline from businesswire.com: Timothy Folk Joins Alliant Insurance Services as Executive Vice President, Brings Food Beverage and Healthcare Expertise

Graham Quarterly Cost Of Revenue

34.09 Million

Graham uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Graham. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Graham's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	5th of February 2024 Upcoming Quarterly Report	View
	13th of June 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	13th of June 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of March 2023 Last Financial Announcement	View

Earnings surprises can significantly impact Graham's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Graham's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2011-02-04	2010-12-31	0.07	0.08	0.01	14
2010-01-29	2009-12-31	0.07	0.08	0.01	14
2016-01-29	2015-12-31	0.11	0.13	0.02	18
2012-06-01	2012-03-31	0.06	0.08	0.02	33
2010-05-21	2010-03-31	0.08	0.06	-0.02	25
2019-01-30	2018-12-31	-0.02	0.01	0.03	150
2016-07-29	2016-06-30	0.02	0.05	0.03	150
2010-07-29	2010-06-30	0.06	0.09	0.03	50

Graham Target Price Consensus

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Graham target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Graham's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.

One	Strong Buy

Most Graham analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Graham stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Graham, talking to its executives and customers, or listening to those companies' conference calls.

Macroaxis Advice Exposure Valuation

Graham Target Price Projection

Graham's current and average target prices are 28.36 and 22.75, respectively. The current price of Graham is the price at which Graham is currently trading. On the other hand, Graham's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

Graham Market Quote on 28th of April 2024

Low Price	27.59	Odds
High Price	28.66	Odds

28.36 Target Price

Analyst Consensus On Graham Target Price

Low Estimate	20.7	Odds
High Estimate	25.25	Odds

22.75

Historical

Lowest Forecast 20.7

Target Price 22.75

Highest Forecast 25.25

Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on Graham and the information provided on this page.

Graham Analyst Ratings

Graham's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Graham stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Graham's financials, market performance, and future outlook by experienced professionals. Graham's historical ratings below, therefore, can serve as a valuable tool for investors.

Know Graham's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Graham is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Graham backward and forwards among themselves. Graham's institutional investor refers to the entity that pools money to purchase Graham's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Cobblestone Capital Advisors Llc	2023-12-31	186.8 K
Essex Investment Management Company, Llc	2023-12-31	177 K
Kennedy Capital Management Inc	2023-12-31	171.7 K
Grace & White Inc	2023-12-31	159.9 K
Acadian Asset Management Llc	2023-12-31	149.3 K
Teton Advisors Inc	2023-12-31	134 K
Morgan Stanley - Brokerage Accounts		129.7 K
Azarias Capital Management, L.p.	2023-12-31	114.4 K
Geode Capital Management, Llc	2023-12-31	96.4 K
Brandes Investment Partners & Co	2023-12-31	1.2 M
Vanguard Group Inc	2023-12-31	542.1 K

Note, although Graham's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Graham's market capitalization trends

The company currently falls under 'Small-Cap' category with a total capitalization of 307.09 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Graham's market, we take the total number of its shares issued and multiply it by Graham's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Market Cap

48.64 Million

Graham's profitablity analysis

Graham's profitability indicators refer to fundamental financial ratios that showcase Graham's ability to generate income relative to its revenue or operating costs. If, let's say, Graham is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Graham's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Graham's profitability requires more research than a typical breakdown of Graham's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.10	0.11
Return On Capital Employed	0.22	0.23
Return On Assets	0.10	0.11
Return On Equity	0.26	0.27

The company has Net Profit Margin of 0.02 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.06 %, which entails that for every 100 dollars of revenue, it generated $0.06 of operating income.

Determining Graham's profitability involves analyzing its financial statements and using various financial metrics to determine if Graham is a good buy. For example, gross profit margin measures Graham's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Graham's profitability and make more informed investment decisions.

The data published in Graham's official financial statements usually reflect Graham's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Graham. For example, before you start analyzing numbers published by Graham accountants, it's critical to develop an understanding of what Graham's liquidity, profitability, and earnings quality are in the context of the Machinery space in which it operates.

Please note, the presentation of Graham's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Graham's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Graham's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Graham. Please utilize our Beneish M Score to check the likelihood of Graham's management manipulating its earnings.

Evaluate Graham's management efficiency

Graham has Return on Asset of 0.0249 % which means that on every $100 spent on assets, it made $0.0249 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0271 %, implying that it generated $0.0271 on every 100 dollars invested. Graham's management efficiency ratios could be used to measure how well Graham manages its routine affairs as well as how well it operates its assets and liabilities. As of the 28th of April 2024, Return On Tangible Assets is likely to grow to 0.11. Also, Return On Capital Employed is likely to grow to 0.23. At this time, Graham's Other Assets are very stable compared to the past year. As of the 28th of April 2024, Net Tangible Assets is likely to grow to about 65.3 M, while Fixed Asset Turnover is likely to drop 4.43.

	Last Reported	Projected for Next Year
Book Value Per Share	1.50	1.43
Net Current Asset Value	0.00	0.00
Tangible Asset Value	0.00	0.00
Tangible Book Value Per Share	1.50	1.43
Enterprise Value Over EBITDA	2.97	2.83
Price Book Value Ratio	1.25	1.43
Enterprise Value Multiple	2.97	2.83
Price Fair Value	1.25	1.43
Enterprise Value	42.7 M	49.5 M

The analysis of Graham's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Graham's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Graham Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.

Beta

0.584

Basic technical analysis of Graham Stock

As of the 28th of April, Graham retains the market risk adjusted performance of 0.7401, and Risk Adjusted Performance of 0.1224. Graham technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We have analyze and collected data for nineteen technical drivers for Graham, which can be compared to its competitors. Please check out Graham information ratio, and the relationship between the downside deviation and value at risk to decide if Graham is priced fairly, providing market reflects its last-minute price of 28.36 per share. Given that Graham has jensen alpha of 0.5428, we strongly advise you to confirm Graham's regular market performance to make sure the company can sustain itself at a future point.

Graham's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Graham insiders, such as employees or executives, is commonly permitted as long as it does not rely on Graham's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Graham insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Daniel Thoren over two months ago Acquisition by Daniel Thoren of 246494 shares of Graham subject to Rule 16b-3
		Van Rees Cornelius S over six months ago Graham exotic insider transaction detected
		Alan Smith over six months ago Payment of 548 shares by Alan Smith of Graham subject to Rule 16b-3
		Alan Smith over six months ago Exercise or conversion by Alan Smith of 3052 shares of Graham subject to Rule 16b-3
		Alan Smith over six months ago Acquisition by Alan Smith of 7123 shares of Graham subject to Rule 16b-3
		Alan Smith over a year ago Purchase by Alan Smith of 4000 shares of Graham

Understand Graham's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Graham's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.1224
	Market Risk Adjusted Performance	0.7401
	Mean Deviation	2.31
	Semi Deviation	1.93
	Downside Deviation	2.39
	Coefficient Of Variation	545.99
	Standard Deviation	3.38
	Variance	11.42
	Information Ratio	0.1568
	Jensen Alpha	0.5428
	Total Risk Alpha	0.1799
	Sortino Ratio	0.2217
	Treynor Ratio	0.7301
	Maximum Drawdown	19.69
	Value At Risk	(3.03)
	Potential Upside	8.05
	Downside Variance	5.71
	Semi Variance	3.73
	Expected Short fall	(2.70)
	Skewness	1.34
	Kurtosis	3.23

	Risk Adjusted Performance	0.1224
	Market Risk Adjusted Performance	0.7401
	Mean Deviation	2.31
	Semi Deviation	1.93
	Downside Deviation	2.39
	Coefficient Of Variation	545.99
	Standard Deviation	3.38
	Variance	11.42
	Information Ratio	0.1568
	Jensen Alpha	0.5428
	Total Risk Alpha	0.1799
	Sortino Ratio	0.2217
	Treynor Ratio	0.7301
	Maximum Drawdown	19.69
	Value At Risk	(3.03)
	Potential Upside	8.05
	Downside Variance	5.71
	Semi Variance	3.73
	Expected Short fall	(2.70)
	Skewness	1.34
	Kurtosis	3.23

Consider Graham's intraday indicators

Graham intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Graham stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0373
	Daily Balance Of Power	0.486
	Rate Of Daily Change	1.02
	Day Median Price	28.13
	Day Typical Price	28.2
	Market Facilitation Index	1.07
	Price Action Indicator	0.49
	Period Momentum Indicator	0.52
	Relative Strength Index	59.49

Graham Corporate Filings

8K	1st of April 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
13A	23rd of January 2024 An amended filing to the original Schedule 13G	View Verify
13A	10th of January 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934	View Verify
	31st of August 2023 Other Reports	View Verify

Graham time-series forecasting models is one of many Graham's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Graham's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Graham Stock media impact

Far too much social signal, news, headlines, and media speculation about Graham that are available to investors today. That information is available publicly through Graham media outlets and privately through word of mouth or via Graham internal channels. However, regardless of the origin, that massive amount of Graham data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Graham news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Graham relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Graham's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Graham alpha.

Graham Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Graham can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Graham without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Graham Corporate Directors

Graham corporate directors refer to members of a Graham board of directors. The board of directors generally takes responsibility for the Graham's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Graham's board members must vote for the resolution. The Graham board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.

Gerard Mazurkiewicz	Independent Director	Profile
Alan Fortier	Independent Director	Profile
James Barber	Independent Director	Profile
Lisa Schnorr	Independent Director	Profile

How to buy Graham Stock?

Examine Graham's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Graham's leadership team and their track record. Good management can help Graham navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Graham's business and its evolving consumer preferences.
Compare Graham's performance and market position to its competitors. Analyze how Graham is positioned in terms of product offerings, innovation, and market share.
Check if Graham pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Graham's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

Already Invested in Graham?

The danger of trading Graham is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Graham is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Graham. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Graham is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

When determining whether Graham is a strong investment it is important to analyze Graham's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Graham's future performance. For an informed investment choice regarding Graham Stock, refer to the following important reports: