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Graham Defensive Investor (Non-Utility) Screen

Description

Graham Defensive Investor (Non-Utility) Screen thumbnail

Applies the defensive investor tests associated with Benjamin Graham to non-utility stocks, scoring each candidate on adequate size by revenue, an uninterrupted dividend record, earnings history, moderate long term debt and an undemanding valuation.

Historical dividends per share and quarterly earnings per share drive the consistency checks, the database query formula supplies the starting universe, and sector labels let you exclude utilities as the original screen intended. Thresholds sit in editable cells, so each test can be tightened or relaxed to your own standard.

Template Screenshots

Graham Defensive Investor (Non-Utility) Screen screenshot 1