Skip to contentHome page Seeking Alpha - Power to InvestorsNov. 07, 2025 12:58 AM ETGraham Holdings Company (GHC) StockGHCPedro Goulart750 FollowersCommentsSummaryGraham Holdings remains a 'Hold,' as recent double-beats and steady returns outpace the S&P, but upside is limited near term.GHC's diversified portfolio saw strong growth in healthcare, Kaplan, and manufacturing, offset by weakness in TV broadcasting and automotive segments.Capital allocation includes strategic acquisitions (Arconic, Honda dealership), divestitures, and a robust buyback program, but management remains conservative.A re-rating could occur if GHC monetizes CSI, sells underperforming divisions, or TV broadcasting rebounds; for now, expect market-like returns.Tero Vesalainen/iStock via Getty ImagesWall Street's been underestimating Graham Holdings (GHC) for quite some time. Remember, 'misunderstood, but not mispriced.' That's why I told you back in July to hold the stock, don't sell it.They've pulled off twoThis article was written byPedro Goulart750 FollowersI’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on micro and small caps that are often overlooked by mainstream analysts. My research has been featured on Seeking Alpha, Yahoo Finance, Mises Institute, Investing.com and other plataforms. My background combines hands-on experience in finance and business management with academic foundations. I hold an MBA in Controllership and Accounting Forensics, a Bachelor’s in Business Administration. I’ve also pursued specialized training in valuation, financial modeling, and restaurant operations (I had a brief experience as an undergraduate as a franchise partner for a regional ice cream shop).Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: subscriptions@seekingalpha.com© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.