Graham Holdings Co (GHC)vs3M Company (MMM)
GHC
Graham Holdings Co
$1,233.96
+1.68%
INDUSTRIALS · Cap: $5.00B
MMM
3M Company
$177.99
-2.46%
INDUSTRIALS · Cap: $88.06B
Smart Verdict
WallStSmart Research — data-driven comparison
3M Company generates 405% more annual revenue ($25.18B vs $4.98B). MMM leads profitability with a 11.9% profit margin vs 6.0%. MMM appears more attractively valued with a PEG of 1.79. MMM earns a higher WallStSmart Score of 66/100 (B-).
GHC
Buy56
out of 100
Grade: C
MMM
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.9%
Fair Value
$846.92
Current Price
$1233.96
$387.04 premium
Margin of Safety
-48.3%
Fair Value
$116.53
Current Price
$177.99
$61.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 21.4% YoY
Every $100 of equity generates 102 in profit
Large-cap with strong market position
Strong operational efficiency at 20.3%
Earnings expanding 32.8% YoY
Areas to Watch
ROE of 6.3% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.5% revenue growth
Trading at 28.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : MMM
The strongest argument for MMM centers on Return on Equity, Market Cap, Operating Margin.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Bear Case : MMM
The primary concerns for MMM are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 4.25 is elevated, increasing financial risk.
Key Dynamics to Monitor
MMM carries more volatility with a beta of 1.08 — expect wider price swings.
GHC is growing revenue faster at 6.0% — sustainability is the question.
MMM generates stronger free cash flow (763M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MMM scores higher overall (66/100 vs 56/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Graham Holdings Co
INDUSTRIALS · CONGLOMERATES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
Visit Website →3M Company
INDUSTRIALS · CONGLOMERATES · USA
The 3M Company is an American multinational conglomerate corporation operating in the fields of industry, worker safety, US health care, and consumer goods. The company produces over 60,000 products under several brands, including adhesives, abrasives, laminates, passive fire protection, personal protective equipment, window films, paint protection films, dental and orthodontic products, electrical and electronic connecting and insulating materials, medical products, car-care products, electronic circuits, healthcare software and optical films. It is based in Maplewood, a suburb of Saint Paul, Minnesota.
Visit Website →Compare with Other CONGLOMERATES Stocks
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