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1. Company Snapshot

1.a. Company Description

Graham Holdings Company, through its subsidiaries, operates as a diversified education and media company worldwide.It provides test preparation services and materials; data science and training services; professional training and exam preparation for professional certifications and licensures; and non-academic operations support services to the Purdue University Global.The company also offers training, test preparation, and degrees for accounting and financial services professionals; English-language training, academic preparation programs, and test preparation for English proficiency exams; and A-level examination preparation services, as well as operates three colleges, a business school, a higher education institution, and an online learning institution.


In addition, it owns and operates seven television stations; and provides social media management tools to connect newsrooms with their users, as well as produces Foreign Policy magazine and ForeignPolicy.com website.Further, the company publishes Slate, an online magazine; and two French-language news magazine websites at slate.fr and slateafrique.com.Additionally, it provides social media marketing solutions; home health and hospice services; burners, igniters, dampers, and controls; screw jacks, linear actuators and related linear motion products, and lifting systems; pressure impregnated kiln-dried lumber and plywood products; cybersecurity training solutions; digital advertising services; and power charging and data systems, industrial and commercial indoor lighting solutions, and electrical components and assemblies.


The company also owns and operates 11 restaurants and entertainment venues; and engages in automobile dealerships business.The company was formerly known as The Washington Post Company and changed its name to Graham Holdings Company in November 2013.Graham Holdings Company was founded in 1877 and is based in Arlington, Virginia.

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1.b. Last Insights on GHC

Graham Holdings Company's recent performance was positively driven by strong revenue growth in education, manufacturing, and healthcare segments. The company's diversified portfolio saw a 6% revenue increase to $1,278.9 million in Q3 2025. Strategic acquisitions, such as Arconic and a Honda dealership, and a robust buyback program are also contributing to growth. Additionally, the company declared a regular quarterly dividend of $1.80 per share. A virtual Investor Day is set for December 9, 2025, to discuss operations and financials.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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68 Graham Value All-Star (GVAS) November Dividend Dogs Show 27 'Safer' And 17 Ideal Buys

Dec -02

Source: seekingalpha.com

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Kaplan Wins Prestigious 2025 BIG Award for Business in the Education Category

Dec -02

Source: businesswire.com

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Kaplan Survey: Nearly 9 in 10 Medical Schools Expect Fierce Competition Again This Admissions Cycle

Dec -01

Source: businesswire.com

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Touchstone Small Cap Fund Q3 2025 Contributors And Detractors

Nov -26

Source: seekingalpha.com

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Annaly Capital Q3: Graham P/E And Number Show Attractive Valuation, But Risks Remain

Nov -19

Source: seekingalpha.com

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Residential Home Health and Hospice Receives 2025 Top Workplaces Honors

Nov -17

Source: prnewswire.com

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Graham Corporation: Double-Digit Growth, Higher Bar For H2

Nov -15

Source: seekingalpha.com

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Graham Holdings Company Announces Pricing of $500 Million Private Offering of Senior Notes

Nov -13

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.40%)

6. Segments

Automotive

Expected Growth: 6.0%

The automotive industry is cyclical, but the global growth hypothesis of 6.4% is a reasonable starting point. However, considering the industry's volatility and potential disruptions, a slightly lower growth rate of 6.0% is assumed.

Education - Kaplan International

Expected Growth: 7.0%

The global demand for international education is increasing, driven by emerging markets. Kaplan International is well-positioned to benefit from this trend, justifying a growth rate above the global average, at 7.0%.

Education - Higher Education (Excluding Professional (U.S.))

Expected Growth: 5.5%

The U.S. higher education market is under pressure, but institutions are adapting through innovation. A growth rate below the global average, at 5.5%, reflects these challenges while acknowledging potential opportunities.

Education - Kaplan Corporate and Other

Expected Growth: 6.4%

The demand for corporate training is linked to workforce development needs, justifying a growth rate in line with the global average, at 6.4%.

Healthcare

Expected Growth: 7.5%

The healthcare industry is driven by demographic trends and the need for quality services, justifying a growth rate above the global average, at 7.5%.

Television Broadcasting

Expected Growth: 5.0%

The television broadcasting industry faces significant challenges, including cord-cutting and changing consumer behavior. A growth rate below the global average, at 5.0%, reflects these challenges.

Manufacturing

Expected Growth: 6.4%

The manufacturing sector is closely tied to the global economy, justifying a growth rate in line with the global average, at 6.4%.

Other Businesses and Corporate Office

Expected Growth: 6.0%

The diverse nature of this segment justifies a growth rate slightly below the global average, at 6.0%, reflecting the varied performance of its constituent businesses.

Education - Supplemental Education

Expected Growth: 6.8%

The demand for supplemental education is driven by the need for extra support and skill development, justifying a growth rate above the global average, at 6.8%.

Intersegment Elimination

Expected Growth: None%

None

7. Detailed Products

Education

Graham Holdings Company provides educational services through its subsidiary Kaplan, Inc., which offers a range of educational programs and courses, including test preparation, professional training, and degree programs.

Media

Graham Holdings Company owns and operates several media outlets, including the Washington Post, Slate, and Foreign Policy, which provide news, analysis, and commentary on current events and global issues.

Healthcare

Graham Holdings Company provides healthcare services through its subsidiary Graham Healthcare Group, which offers home healthcare, hospice care, and medical staffing services.

Manufacturing

Graham Holdings Company owns and operates several manufacturing businesses, including Dekko, which produces electrical components and systems, and Joyce/Dayton, which manufactures screw jacks and actuators.

Energy

Graham Holdings Company owns and operates several energy-related businesses, including a wind energy company and a provider of energy efficiency solutions.

8. Graham Holdings Company's Porter Forces

Forces Ranking

Threat Of Substitutes

Graham Holdings Company operates in a diversified range of industries, including education, television broadcasting, and manufacturing. While there are substitutes available in each of these industries, the company's diversified portfolio reduces its reliance on any one industry, thereby reducing the threat of substitutes.

Bargaining Power Of Customers

Graham Holdings Company's customers are diverse and fragmented across its various business segments. This reduces their bargaining power, as no single customer has a significant impact on the company's overall revenue.

Bargaining Power Of Suppliers

Graham Holdings Company's suppliers are diverse and operate in various industries. While some suppliers may have bargaining power in specific industries, the company's diversified operations reduce its reliance on any one supplier, thereby mitigating the bargaining power of suppliers.

Threat Of New Entrants

Graham Holdings Company operates in industries with high barriers to entry, such as television broadcasting and education. These barriers, combined with the company's established brand and diversified operations, reduce the threat of new entrants.

Intensity Of Rivalry

Graham Holdings Company operates in competitive industries, including education and television broadcasting. The company faces intense rivalry from established players in these industries, which can lead to pricing pressures and reduced market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 18.07%
Debt Cost 7.74%
Equity Weight 81.93%
Equity Cost 9.49%
WACC 9.17%
Leverage 22.05%

11. Quality Control: Graham Holdings Company passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Graham

A-Score: 6.7/10

Value: 7.4

Growth: 7.3

Quality: 6.7

Yield: 2.0

Momentum: 9.0

Volatility: 8.0

1-Year Total Return ->

View Full Report
Stock-Card
Laureate Education

A-Score: 6.5/10

Value: 3.9

Growth: 5.6

Quality: 7.1

Yield: 5.0

Momentum: 10.0

Volatility: 7.7

1-Year Total Return ->

View Full Report
Stock-Card
Grand Canyon Education

A-Score: 5.9/10

Value: 3.1

Growth: 6.8

Quality: 8.3

Yield: 0.0

Momentum: 9.5

Volatility: 7.7

1-Year Total Return ->

View Full Report
Stock-Card
Stride

A-Score: 5.9/10

Value: 7.4

Growth: 8.3

Quality: 7.4

Yield: 0.0

Momentum: 10.0

Volatility: 2.0

1-Year Total Return ->

View Full Report
Stock-Card
Strategic Education

A-Score: 5.8/10

Value: 6.4

Growth: 4.0

Quality: 6.9

Yield: 6.0

Momentum: 4.0

Volatility: 7.3

1-Year Total Return ->

View Full Report
Stock-Card
Adtalem Global Education

A-Score: 5.3/10

Value: 3.7

Growth: 7.4

Quality: 7.0

Yield: 0.0

Momentum: 10.0

Volatility: 4.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

1088.03$

Current Price

1088.03$

Potential

-0.00%

Expected Cash-Flows