Graham cheaper than AAA bond

Buying into businesses where pre-tax earnings yield was in excess of twice of AAA bond yield, and the business had a strong balance sheet was one of the key methods of Graham for identifying a bargain security

by Vivekbothra

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S.No. Name CMP Rs. P/E Mar Cap Rs.Cr. Div Yld % NP Qtr Rs.Cr. Qtr Profit Var % Sales Qtr Rs.Cr. Qtr Sales Var % ROCE % EPS 12M Rs. Debt / Eq ROE %
1. Kesoram Inds. 8.59267.550.00-25.87-8.0255.17-6.03-4.71179.310.582034.33
2. JD Cables 160.7515.33362.510.0011.9315.71121.2612.8265.582347.290.34117.16
3. Vintron Info. 13.623.62199.260.004.702573.6876.59117.185.990.15114.15
4. Workmates Core2 385.9530.99498.600.009.0930.2374.6955.9992.327009.080.2787.47
5. Stellant Secu. 368.204.37136.320.0029.242632.7141.052963.43106.6780.050.0081.90
6. DCM 92.796.60172.940.001.45104.2317.625.9578.6314.010.0368.17
7. Icodex Publish. 50.007.7278.190.005.5027.0213.8928.1482.777.300.0864.83
8. Shri Kanha Stain 75.5020.32117.650.0088.6666.550.4962.49
9. Forbes & Co 322.9514.71416.610.006.3318.5418.70-46.0515.7995.760.0362.38
10. Telge Projects 103.2016.62101.030.001.93157.3316.74118.8255.4050.680.2261.25
11. Bengal Tea & Fab 140.0024.58126.081.074.99375.2419.60-18.095.22104.250.0455.33
12. Ashoka Buildcon 169.483.154759.140.0090.69-54.501851.18-25.6239.7049.240.4754.78
13. Studio LSD 13.9062.1872.130.00-3.49-149.6439.27-37.2072.752.850.0053.81
14. Silky Overseas 145.008.0892.330.005.0822.1263.11-8.9836.5522.230.4451.01
15. Encompass Design 183.5024.12260.270.005.0528.1645.80276.880.4250.24
S.No. Name CMP Rs. P/E Mar Cap Rs.Cr. Div Yld % NP Qtr Rs.Cr. Qtr Profit Var % Sales Qtr Rs.Cr. Qtr Sales Var % ROCE % EPS 12M Rs. Debt / Eq ROE %
16. ARC Insulation 75.609.0877.850.000.8610.0252.6111.820.0045.50
17. Mishtann Foods 4.791.54516.170.0095.45-10.43386.4713.0542.173.100.0444.10
18. Kaytex Fabrics 76.506.30112.450.008.6024.2874.593.9333.4613.890.4040.49
19. Pro FX 62.308.91109.050.007.3279.3651.059.510.0039.72
20. Career Point Edu 270.6025.24493.660.925.0721.3411.42-5.8548.34304.620.0139.10
21. Sampat Aluminium 71.157.5560.340.004.7329.9581.1430.3528.6011.070.3338.83
22. Monarch Surve. 221.007.92312.850.0014.3048.3473.2044.4146.4034.310.0638.11
23. Reliance Infra. 142.531.235809.240.002575.3050.476234.91-14.1034.0175.720.3437.52
24. Kore Digital 149.853.72180.180.0010.95100.8945.0140.300.0535.48
25. Nirman Agri 66.101.8852.953.0314.5827.34146.2330.0435.1635.240.0034.33

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