Thanks to GuruFocus’ All-In-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed to long-term company profitability and a very strong financial situation:
Helmerich & Payne Inc. (HP) has a dividend yield that during the last five years has grown by 81%. The yield is 4.0% with a payout ratio of 284%. The average ROA of the last five years has been positive, 10.84%, as well as the ROE with an average performance of 15.18%.
The company has a current ROE of 2.17% that is outperforming 73% of other companies in the Global Oil and Gas Drilling industry and the ROA is 1.48%, above the industry median that is -6.58%. Financial strength has a rating of 7/10 and it shows a cash to debt ratio of 1.77 that is outperforming 76% of its competitors and an equity to asset ratio of 0.68 that is few above the industry median of 0.53.
The firm is engaged in contract drilling of oil and gas wells for others in the ownership, development and operation of commercial real estates. Its business comprises three reportable segments: U.S. Land, Offshore and International Land.
The main Investors of the company among the gurus are First Pacific Advisors (Trades, Portfolio) who holds 0.94% of outstanding shares of the company, Chuck Royce (Trades, Portfolio) with 0.76%, FPA Capital Fund (Trades, Portfolio) with 0.42%, Ken Fisher (Trades, Portfolio) with 0.37%, Pioneer Investments (Trades, Portfolio) with 0.37% and Prem Watsa (Trades, Portfolio) with 032%.
MasterCard Inc. Class AÂ (MA) has a dividend yield that during the last five years has grown by 73%. The yield is now 0.8% with a payout ratio of 21%. The average ROA of the last five years has been positive, 23.83%, as well as ROE with an average performance of 43.27%.
The company has a current ROE of 61.47%, which is outperforming 98% of other companies in the Global Credit Services industry, and the ROA is 24.42%, far above the industry median that is 2.3%. Financial strength has a rating of 7/10 with cash to debt of 1.86 that is under performing 57% of its competitors and an equity to asset ratio of 0.34 that is below the industry median of 0.47
It is a technology company in the payments industry that connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks.
Tom Russo (Trades, Portfolio), who holds 0.88% of outstanding shares of the company, is the main investor of the company among the gurus followed by Spiros Segalas (Trades, Portfolio) with 0.8%, Ruane Cunniff (Trades, Portfolio) with 0.47%, Steve Mandel (Trades, Portfolio) with 0.46%, Warren Buffett (Trades, Portfolio) with 0.45%, Chuck Akre (Trades, Portfolio) with 0.43% and Manning & Napier Advisors Inc with 0.43%.
Morningstar Inc. (MRON) has a dividend yield that during the last five years has grown by 63%. The yield is now 1.02% with a payout ratio of 27%. The average ROA of the last five years has been positive, 9.76%, as well as the ROE with an average performance of 13.67%.
The company has a current ROE of 20.08% that is outperforming 80% of other companies in the Global Business Services industry and the ROA is 12.76%, above the industry median that is 3.65%. Financial strength has a rating of 8/10 and it shows cash to debt of 3.02 that out performing 60% of its competitors and an equity to asset ratio of 0.61 that is few above industry median of 0.50.
The firm is a provider of independent investment research in North America, Europe, Australia and Asia. It offers products and services for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors.
The main Investors of the company among the gurus are Ron Baron (Trades, Portfolio), who holds 3.61% of outstanding shares of the company, and Chuck Royce (Trades, Portfolio) with 2.44%, Jim Simons (Trades, Portfolio) with 1.37% and Manning & Napier Advisors Inc. with 0.28%.
HCI Group Inc.(HCI) has a dividend yield that during the last five years has grown by 56%. The yield is now 4.07% with a payout ratio of 30%. The average ROA of the last five years has been positive, 10.9% as well as the ROE with an average performance of 31.71%.
The company has a current ROE of 19.53% that is out performing 88% of other companies in the Global Insurance - Property & Casualty industry and the ROA is 7.02%, above the industry median that is 2.25%. Financial strength has a rating of 7/10 and it shows cash to debt of 2.18 that is under performing 52% and equity to asset ratio of 0.38 that is few above the industry median of 0.28.
HCI Group through its subsidiaries provides property and casualty insurance. It operates in property and casualty insurance, reinsurance, information technology and real estate.
Chuck Royce (Trades, Portfolio), who holds 0.38% of outstanding shares of the company, is the main investor among the gurus followed by Jim Simons (Trades, Portfolio) with 0.19%.
PT Telekomunikasi Indonesia (Persero) Tbk (TLK) has a dividend yield that during the last five years has grown by 55%. The yield is now 1.82% and with a payout ratio of 44%. The average ROA of the last five years has been positive, 11.62%, as well as the ROE with an average performance of 26.39%.
The company has a current ROE of 22.31% that is outperforming 58% of other companies in the Global Telecom Services industry, and the ROA is 10.11%, above the industry median that is 2.4%. Financial strength has a rating of 7/10 with cash to debt of 1.10 that is over performing 62% of its competitors and an equity to asset ratio of 0.45 that is few above the industry median of 0.40.
The firm provides network and telecommunication services to individual and home customers, companies and institutions in Indonesia. It operates through four segments: personal, home, corporate and other.
The main Investors of the company among the gurus is Matthews Pacific Tiger Fund (Trades, Portfolio), who holds 0.11% of outstanding shares followed by 0.07%, and Manning & Napier Advisors Inc. with 0.01%.
Companhia de Bebidas das Americas Ambev (ABV) has a dividend yield that during the last five years has grown by 49%. The yield is now 3.36% with a payout ratio of 90%. The average ROA of the last five years has been positive, 17.09% as well as the ROE with an average performance of 28.32%.
The firm has a current ROE of 26.66% that is out performing 90% of other companies in the Global Beverages - Brewers industry, and the ROA is 15.17%, above the industry median that is 3.83%. Financial strength has a rating of 7/10 with cash to debt of 1.57 that is out performing 57% of its competitors and an equity to asset ratio of 0.59 that is few above the industry median of 0.57
The company produces, distributes and sells beer, CSDs and other non-alcoholic and non-carbonated products. It operates in Latin America North, Latin America South and Canada.
Ambev SA ADRÂ (ABEV) has a dividend yield that during the last five years has grown by 49%. The yield is now 0.67% with a payout ratio of 19%. The average ROA of the last five years has been positive, 17.09% as well as the ROE with an average performance of 28.32%.
The company has a current ROE of 26.66% that is outperforming 90% of other companies in the Global Beverages - Brewers industry, and the ROA is 15.17%, above the industry median that is 3.83%. Financial strength has a rating of 7/10 and it shows cash to debt of 1.57 that is out performing 57% of its competitors and an equity to asset ratio of 0.59 that is few below the industry median of 0.57.
Ambev produces, distributes and sells beer, CSDs and other non-alcoholic and non-carbonated products. It operates in Latin America North, Latin America South and Canada.
Manning & Napier Advisors Inc., who holds 0.59% of outstanding shares of the company, is the main investor of the company among the gurus followed by Ken Fisher (Trades, Portfolio) with 0.15% and Jim Simons (Trades, Portfolio) with 0.09%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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