13 Large Cap Stocks for Graham Enterprising Investors (Including Some Buffett Likes) – Aug 2025

Turns out that Ted and Todd at Berkshire Hathaway are enterprising investors in the Graham mold.

The Graham Enterprising Investor screen relaxes the strict value investing criteria to include more growth orientation. For example, we are not merely looking to buy a dollar now for pennies, we are now open to paying a dollar today to get multiple dollars back in the future.

This screen looks for companies that have been profitable in each of the last 5 years and have grown their EPS over the past 5 years. It also requires the P/B ratio to be lower than 2, which is not a very conservative requirement. We want the P/E ratio to be in the lower 40% of the sector.

Screening Criteria

• Stock pays a dividend
• P/B ratio < 2
• P/E ratio in the bottom 40% of the sector
• Current ratio > 1.5 (has ample short term liquidity)
• Long term debt / (Current assets – Current liabilities) < 1.1 and > 0
• EPS > 0 in each of the past 5 years,
• Current EPS < EPS 5 years ago

And finally, we are looking into the large cap asset class with market capitalization above $5 Billion. I have also filtered for US based companies.

The latest Berkshire Hathaway 13 F filing shows Buffett and his group load up on home builders and Nucor. This screen has a number of home builders and it has also uncovered Nucor as one of the Graham Enterprising investor stocks.

I will not take the bet on home builders at this time. Unlike Buffett, I do not believe the American home buyers are ready and willing yet to make large investments. Interest rates are still high and the job market is precarious. This may be the bottom, but I am not willing to bet my dollar on this.

I will leave this table up so you could do your own research. Let me highlight a few stocks that I do find interesting.

$OSK, Oshkosh Corp

Oshkosh Corp is the top producer of access equipment, specialty vehicles, and military trucks. P/E ratio is 13.9 and the forward PEG ratio is 1.0. This puts it squarely into the reasonable price group. Over the next 5 years, the EPS is expected to grow at 12.2% per year on average. The company has low debt (0.3 debt/equity) and high ROE (14.6%).

It has been added to my watchlist.

$INGR, Ingredion

Ingredion is an ingredients provider for the food, beverage, brewing, and animal nutrition industries.

The stock has been essentially flat for the last year. Given the changes in the economy, I expect ag suppliers to have greater pricing power in the next few years and this will result in improving the margins. Net margin is currently at 9.2%, which is very nice, with return on equity at 15.9%.

I like this stock and am adding this to the watchlist for further review.

$BG, Bunge

One of the ABCD companies (Archer Daniels Midland, Bunge, Cargill and Louis Dreyfus) that dominate the global commodity trading. Bunge Global SA formerly Bunge Ltd is an agribusiness and food company with operations along the farm-to-consumer food chain.The company segments include Agribusiness; Refined and Specialty Oils; Milling; Sugar and Bioenergy and Corporate and Other.

These commodity trading companies are the reason why food is cheap in the US. However, I believe that currently it is better to be earlier in the Agriculture supply chain (such as Ingredion above, or Corteva below). Companies in the middle such as Bunge might get squeezed from both ends.

$EMN, Eastman Chemical

Chemical companies are currently in a cyclical downturn. Eastman stock has declined about 30% in the last year as the EPS went down 4.3% over the last year. Nevertheless, the stock is trading at cheap multiples: 9.2 P/E and 0.8 P/S. EPS next year is expected to rise by 19%.

Expectations may however be murky as the global trade order is being rearranged. However, a key point to note is that the majority of the business for Eastman Chemical comes from outside of US, with significant sales in Asian markets. As the USD weakens in the next few years, this can be a very attractive investment for the American investors.

Adding to the watchlist.

$CTVA, Corteva

Corteva is an agricultural inputs pure play that was formed in 2019 when it was spun off from DowDuPont.

The stock looks expensive at 33 times earnings (trailing). I will pass.

So we have 13 stocks in the screen of which I like 3 well enough on the first pass to add to the watchlist for deeper research. None of this implies a recommendation. Please do your own research before investing any money.