S&P 500 Graham screen
A nightly tally of what Graham's published rules currently say about real companies — with gaps disclosed when a rule cannot be tested.
The unbroken dividend rule is not currently evaluable: we store at most ten fiscal years of dividend history, while Graham classic 1973 requires twenty. Counts below use only evaluable rules under the selected ruleset — not a claim that every published criterion was tested.
Classic uses stricter thresholds (current ratio 2.0×, 10 years of positive EPS, 20 years of dividends); modern relaxes those to 1.5×, 7 years, and 10 years.
As of 2026-10-06 · Graham classic 1973
Today, 7 of 503 companies meet the defensive bar on evaluable rules.
Graham finds little that clears the bar on current prices and filed data. That is the point of the discipline — wait until enough companies qualify, rather than forcing a purchase.
Both unscored buckets receive verdict Insufficient data on stock pages. Most are extraction gaps — SEC filings exist but our pipeline cannot yet read EPS and/or revenue — not missing filing history.
Trend
Daily history for Graham classic 1973. When the count rises, more companies currently clear evaluable defensive rules on filed data — often after share prices have moved lower.
By sector
Sectors ranked by defensive count on evaluable rules (Graham classic 1973).
| Sector | Defensive | Total |
|---|---|---|
| Financials | 6 | 76 |
| Consumer Discretionary | 1 | 47 |
| Energy | 0 | 21 |
| Materials | 0 | 25 |
| Utilities | 0 | 31 |
| Health Care | 0 | 60 |
| Industrials | 0 | 83 |
| Real Estate | 0 | 30 |
| Consumer Staples | 0 | 33 |
| Communication Services | 0 | 23 |
| Information Technology | 0 | 74 |