GrahamGrade
GrahamGrade
Fundamental Value Research
GrahamGrade reads the 10-K, 10-Q, and 8-K on every stock that clears Benjamin Graham's screen. Delivered every two weeks.
Who's Behind the Framework
Benjamin Graham is widely considered the father of value investing. A professor at Columbia Business School, he spent decades developing a rigorous, repeatable framework for identifying stocks trading below their intrinsic value. His books, Security Analysis (1934) and The Intelligent Investor (1949), remain required reading in finance programs worldwide.
His most famous student: Warren Buffett. Buffett has called The Intelligent Investor "by far the best book on investing ever written," and built one of the most successful investment records in history by applying Graham's core principles: paying a fair price, insisting on financial soundness, and always demanding a margin of safety against error. Walter Schloss and Seth Klarman are among the other well-known investors who built lasting track records using variations of Graham's framework.
The approach works because it's grounded in math and patience, not prediction. GrahamGrade runs Graham's quantitative screen across every publicly traded U.S. stock, then, for each company that passes, automatically pulls a decade of SEC filings, analyzes them alongside the latest quarterly report, and produces a written qualitative assessment. Ten years of data, read and synthesized, for every surviving stock. That's what lands in your inbox. See exactly what the screen checks on the full methodology page →.
The Philosophy's Pedigree
Cumulative growth of $10,000 invested at the start of 1995. Berkshire Hathaway (BRK.A) is the most visible public application of Graham's methodology, run by his most famous student for over five decades. This is the framework GrahamGrade applies, not GrahamGrade's own track record.
BRK.A annual total returns 1995–2024. S&P 500 total return index. Past performance does not guarantee future results.
Process
Every bi-weekly cycle runs the same way: no shortcuts, no index-hugging. We apply Graham's fundamental criteria to every publicly traded U.S. stock (roughly 6,900 tickers), then analyze what makes it through.
Step 1
Each bi-weekly cycle, our screener applies Graham's fundamental criteria (P/E ratio, price-to-book, current ratio, and earnings stability) to every publicly traded U.S. stock. That's roughly 6,900 tickers, tested against the same objective filters every time. Most fail. That's the point.
Step 2
Most screeners stop at the numbers. Stocks that clear every filter in Step 1 get a written qualitative assessment drawn from the company's 10-Ks, 10-Qs, and 8-Ks. Filings are checked fresh at every biweekly run, so a new quarterly or 8-K filed since the last report gets folded into the current one rather than deferred. The quantitative screen determines who makes the list; the qualitative analysis explains what to make of them.
Step 3
Screener subscribers receive a bi-weekly report with every stock that passed the screen, including a written qualitative assessment for each ticker. Pro subscribers also receive a monthly report that runs each of their current holdings through Graham's full criteria set — quantitative screen, written qualitative assessment, and margin-of-safety calculation — and assigns a Pass, Hold, Watch, or Fail based on where each position stands against the screen. The report measures; what you do with that information is your decision.
Father of Value
The screen runs eight quantitative filters Benjamin Graham developed over decades: P/E, price-to-book, current ratio, earnings stability, dividend record, margin of safety, business simplicity, and the Graham Number. Each criterion is applied without exception to every publicly traded U.S. stock.
Most screeners stop at the numbers. Every stock that clears our filter also gets a written qualitative assessment drawn from the actual filings.
What You Receive
Each bi-weekly report lists every stock that passed the screen, with a written assessment for each. Here's what that looks like.
Illustrative example (fictional tickers for demonstration purposes only).
Graham Price is a formula-derived ceiling based on reported earnings and book value. Treat it as a directional estimate, not a precise target.
| Ticker | Sector | Price | Graham Price | MOS | P/E | P/B | Current Ratio | Earnings Quality | Recommendation |
|---|---|---|---|---|---|---|---|---|---|
| MVX | Industrials | $42.18 | $87.50 | +52% | 9.4 | 0.80 | 2.6 | Strong | PASS |
| HCF | Consumer Def. | $31.55 | $34.20 | +8% | 11.2 | 1.10 | 1.9 | Strong | PASS |
| RLT | Materials | $18.90 | $22.40 | +19% | 13.8 | 1.40 | 1.5 | Mixed | WATCH |
| BKP | Communication | $9.40 | $8.10 | -14% | 22.1 | 2.30 | 0.9 | Weak | FAIL |
Metrics
Qualitative Assessment
Every stock that clears the screen gets an entry like this. The full bi-weekly report typically covers 8–15 tickers.
Pricing
Both plans are billed monthly with no long-term commitment. Cancel anytime.
Screener
$8
per month
Pro
$12 $20
per month, limited time offer
Stock Analysis
$5
one time, no subscription
Just Getting Started
Foundations is built for anyone who wants to understand the Graham framework before diving into the reports. Get a full year of the Screener plus a one-hour introductory call where we walk through the methodology together and answer any questions you have.
Foundations
$125
one time
We walk through the core principles Benjamin Graham laid out in The Intelligent Investor (margin of safety, Mr. Market, the difference between price and value) and tie each concept directly to how GrahamGrade screens and scores stocks. You leave knowing exactly how to read the reports and what to do with them.
Anyone who is new to value investing, needs a refresher or doesn't know where to start. No prior finance background required.