Ideas · Quality compounders below Graham Number
Quality compounders trading below Graham Number — week 2026-W43
High ROIC businesses where the latest price sits under Benjamin Graham’s intrinsic-value formula (EPS × (8.5 + 2g) × (4.4 / Y)).
| Ticker | Price | Graham IV | MOS | ROIC 10y |
|---|---|---|---|---|
| AMZN | $248.00 | $303.60 | 18.3% | 22.8% |
| USLM | $111.71 | $127.40 | 12.3% | 26.4% |
| KYIV | $13.29 | $16.42 | 19.1% | 27.3% |
AMZN
Amazon
- Trades at $248.00 vs Graham intrinsic $303.60 → ~18% margin of safety on the formula.
- 10-year average ROIC about 22.8%.
- 10-year average ROE about 19.4%.
- Revenue CAGR (10y) about 20.3%.
- Yield on retained capital ≈ 31.3%.
USLM
UNITED STATES LIME & MINERALS INC
- Trades at $111.71 vs Graham intrinsic $127.40 → ~12% margin of safety on the formula.
- 10-year average ROIC about 26.4%.
- 10-year average ROE about 15.6%.
- Revenue CAGR (10y) about 11.6%.
- Yield on retained capital ≈ 26.8%.
KYIV
Kyivstar Group Ltd.
- Trades at $13.29 vs Graham intrinsic $16.42 → ~19% margin of safety on the formula.
- 10-year average ROIC about 27.3%.
- 10-year average ROE about 25.3%.
- Revenue CAGR (10y) about 12.4%.
- Yield on retained capital ≈ 95.9%.
How this list was built.
Graham intrinsic per share = EPS × (8.5 + 2g) × (4.4 / Y), with Y = 5.1% AAA bond yield default used by Intrinsic Terminal’s screener engine. Growth g is capped in the engine (industrial 8%, tech/cyclical 15%). Names must pass the week’s quality/value preset, then price < Graham IV. Ranked by quality score, then margin of safety % = (Graham − price) / Graham. Plausibility gates: MOS between 12–60%, quality score ≥ 7 (0–10 scale), price ≥ $5, common-share ticker shape. Recently published tickers are excluded.
Educational screen only — not investment advice, not a recommendation to buy or sell. Models can be wrong; always read the filings.