WHAT stocks have you chosen for report?
We have chosen the companies that have the status of Dividend King, Aristocrat, Champion or Contender.
What do your reports take into account?
- Dividend Payout Ratio
- Forward Dividend Yield %
- Dividend Cut Ratio
- 5-Year Median ROE %
- Quick Ratio
- Net Margin %
- Price to Tangible Book
- 3,5,10-Y Dividend Growth %
- 3,5,10-Y Net Profit Growth %
- 3,5,10-Y FCF Growth %
- Years of Continuos Dividend Payments
- Estimated EPS Growth % for the next 3 years
What do these mean in the last column: king, aristocrat, champion, Contender?
Dividend King (green) is a stock with 50 or more consecutive years of dividend increases.
Dividend Aristocrats (yellow) are the companies that must:
- Be the part of S&P500
- Have 25+ consecutive years of dividend increases
- Meet certain minimum size & liquidity requirements
Dividend Champions (red) are companies which have increased their dividend for 25 or more consecutive years.
Unlike the Dividend Aristocrats, Dividend Champions are not necessarily members of the S&P 500 Index.
Dividend Contenders (no colour) have increased their dividend for at least the past 10 years.
how should i set my criteria if they differ from yours?
Open your Excel / Google Spreadsheet file and in Row 2, Columns M, N, O, P there are percentages that can be changed as you only wish. Switch the percentages of your choice, but let the sum be 100%.
Once completed, press the Filter Icon (Row 3, Column Q) and click Sort Largest to Smallest. Scores will be automatically calculated based on your criteria and sorted in descending order (from best to worst).
SCORE is a weighted average of the values, that are a mix of fundamental analysis indicators.
HOW SHOULD wE READ THE DATA?
Be aware that the whole spreadsheet has been built to provide the way of comparing the stocks, thus the values in every column are the scores (points). Every company’s value (like P/E, cash to debt etc.) has been converted into POINTS under one of four categories (Valuation, Financials, Dividend, Growth) – the more points, the better indicator (the greener) and the higher grade.
If you want to check what the particular indicator means, just hover over the header – you will see the comment.
Want to see the specific sector or industry? Want to see the companies that are very strong financially? Or maybe buy some more Dividend Kings / Aristocrats / Champions, but you do not know which one to choose?
Now you can filter the data the way you love.
I have been working a lot to make the comparision more fair, as comparing Net Margin % of Grocery Stores and Technology stocks was a big no. Since today, I have completed writing the formulas that not only calculate the values themselves, but also adjust them to industries (not sectors).
Now margins of banks will be more adjusted to other banks (so you can now see if that particular bank is stronger than average dividend paying bank, or is strong only because Financial sector has relatively high indicators values by its nature).