--- title: "Is Now The Time To Put Graham Holdings (NYSE:GHC) On Your Watchlist?" description: "Graham Holdings (NYSE:GHC) has shown impressive earnings growth, with EPS rising from US$29.59 to US$155 in a year. The company also improved its EBIT margins by 15.4 percentage points to 22% and has " type: "news" locale: "en" url: "https://longbridge.com/en/news/259391782.md" published_at: "2025-09-29T18:15:33.000Z" --- # Is Now The Time To Put Graham Holdings (NYSE:GHC) On Your Watchlist? > Graham Holdings (NYSE:GHC) has shown impressive earnings growth, with EPS rising from US$29.59 to US$155 in a year. The company also improved its EBIT margins by 15.4 percentage points to 22% and has a market capitalization of US$5.2 billion, with insiders holding 30% of shares worth US$1.5 billion. CEO compensation is modest at US$3.9 million, indicating alignment with shareholders. While the company is growing, investors should consider its valuation before investing. Overall, Graham Holdings appears to be a company worth watching for potential growth. Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad. If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in **Graham Holdings** (NYSE:GHC). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. ## How Fast Is Graham Holdings Growing Its Earnings Per Share? In business, profits are a key measure of success; and share prices tend to reflect earnings per share (EPS) performance. So for many budding investors, improving EPS is considered a good sign. It is awe-striking that Graham Holdings' EPS went from US$29.59 to US$155 in just one year. Even though that growth rate may not be repeated, that looks like a breakout improvement. Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. The good news is that Graham Holdings is growing revenues, and EBIT margins improved by 15.4 percentage points to 22%, over the last year. Both of which are great metrics to check off for potential growth. The chart below shows how the company's bottom and top lines have progressed over time. Click on the chart to see the exact numbers. See our latest analysis for Graham Holdings While profitability drives the upside, prudent investors always check the balance sheet, too. ## Are Graham Holdings Insiders Aligned With All Shareholders? Since Graham Holdings has a market capitalisation of US$5.2b, we wouldn't expect insiders to hold a large percentage of shares. But we are reassured by the fact they have invested in the company. Notably, they have an enviable stake in the company, worth US$1.5b. That equates to 30% of the company, making insiders powerful and aligned with other shareholders. So there is opportunity here to invest in a company whose management have tangible incentives to deliver. It's good to see that insiders are invested in the company, but are remuneration levels reasonable? Our quick analysis into CEO remuneration would seem to indicate they are. The median total compensation for CEOs of companies similar in size to Graham Holdings, with market caps between US$4.0b and US$12b, is around US$8.7m. The CEO of Graham Holdings only received US$3.9m in total compensation for the year ending December 2024. First impressions seem to indicate a compensation policy that is favourable to shareholders. CEO remuneration levels are not the most important metric for investors, but when the pay is modest, that does support enhanced alignment between the CEO and the ordinary shareholders. It can also be a sign of good governance, more generally. ## Is Graham Holdings Worth Keeping An Eye On? Graham Holdings' earnings have taken off in quite an impressive fashion. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The strong EPS improvement suggests the businesses is humming along. Big growth can make big winners, so the writing on the wall tells us that Graham Holdings is worth considering carefully. Of course, just because Graham Holdings is growing does not mean it is undervalued. If you're wondering about the valuation, check out this gauge of its price-to-earnings ratio, as compared to its industry. While opting for stocks without growing earnings and absent insider buying can yield results, for investors valuing these key metrics, here is a carefully selected list of companies in the US with promising growth potential and insider confidence. *Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.* ### Related Stocks - [GHC.US - Graham-B](https://longbridge.com/en/quote/GHC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Graham｜8-K：2026 财年 Q3 营收 56.7 百万美元超过预期 | | [Link](https://longbridge.com/en/news/275119893.md) | | 肯塔基州立大学与 Kaplan 合作，向学生提供免费的综合考试准备和技能发展课程 \| GHC 股票新闻 | 肯塔基州立大学与凯普兰合作，为学生提供免费的全面考试准备和技能发展课程。该计划包括针对各种研究生和专业考试的准备，以及数据素养和批判性思维课程。此次合作旨在提升学生的学术和职业前景，且对学生没有任何费用。自 2022 年推出以来，凯普兰的全 | [Link](https://longbridge.com/en/news/275799933.md) | | Graham 公司保持现有的风险状况，并敦促投资者审查 2025 财年的 10-K 表格披露内容 | Graham Corporation (GHM) 维持了其现有的风险概况，表明之前披露的风险因素没有实质性变化。投资者被敦促查看 2025 财年的 10-K 表格披露，以了解持续的市场、运营和行业特定风险。缺乏新的披露可能表明新出现的风险尚 | [Link](https://longbridge.com/en/news/275194970.md) | | Graham (NYSE:GHM) 公布季度财报，每股收益超出预期 0.14 美元 | Graham (NYSE:GHM) 报告季度每股收益为 0.31 美元，超出预期的 0.17 美元，超出幅度为 0.14 美元。收入达到 5670 万美元，超过了 5236 万美元的预测。公司指出净利润率为 6.00%，股本回报率为 12. | [Link](https://longbridge.com/en/news/275167618.md) | | Graham 公司为 Flacktek 的副总裁兼总经理 Matthew Lee Gross 提交了初步的实益所有权声明 | Graham Corporation 已向美国证券交易委员会（SEC）提交了初步的受益所有权声明，列出了 Flacktek 的副总裁兼总经理 Matthew Lee Gross 为受益所有者。该文件可以通过 SEC 的 EDGAR 系统访问 | [Link](https://longbridge.com/en/news/275661711.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.