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 by long-term profitability and a very strong financial situation.
CA Inc. (CA)
It has a dividend yield that during the last five years has grown by 56%. The yield is now 3.33% with a payout ratio of 58%. The average ROA of the last five years has been 7.67% and ROE had an average performance of 16.59%.
The company has a current ROE of 13.56%, above the industry median of 6.22%. Financial strength has a rating of 8/10 and the cash to debt ratio of 1.20 is outperforming 72% of its competitors.
It develops and delivers software and services that help organizations manage and secure their IT infrastructures and deliver more flexible IT services.
The main guru shareholders are T Rowe Price Equity Income Fund (Trades, Portfolio), which holds 0.81% of outstanding shares of the company, Barrow, Hanley, Mewhinney & Strauss with 0.61%, Private Capital (Trades, Portfolio) with 0.12%, Jeremy Grantham (Trades, Portfolio) with 0.11%, Joel Greenblatt (Trades, Portfolio) with 0.09%, Ken Fisher (Trades, Portfolio) with 0.07% and Ray Dalio (Trades, Portfolio) with 0.06%.
HCI Group Inc. (HCI)
It has a dividend yield that during the last five years has grown by 56%. The yield is now 4% with a payout ratio of 22%. The average ROA of the last five years has been 10.90% and ROE had an average performance of 31.71%.
The company has a current ROE of 29.59% that is outperforming 94% of other companies in the Global Insurance - Property & Casualty industry, and the ROA is 10.03%, above the industry median of 2.39%. Financial strength has a rating of 7/10 and a cash to debt ratio of 2.07.
The company provides property and casualty insurance. It faces competition from national, regional and residual market insurance companies.
Jim Simons (Trades, Portfolio), who holds 0.52% of outstanding shares, is the main guru investor followed by Chuck Royce (Trades, Portfolio) with 0.37% and Paul Tudor Jones (Trades, Portfolio) with 0.37%.
Westlake Chemical Corp. (WLK)
It has a dividend yield that during the last five years has grown by 47%. The yield is now 1.36% with a payout ratio of 14%. The average ROA of the last five years has been 11.98% and the ROE had an average performance of 21.25%.
The company has a current ROE of 20.73% that is outperforming 85% of other companies in the Global Specialty Chemicals industry, and the ROA is 12.01%, above the industry median that is 3.88%. Financial strength has a rating of 8/10 and it shows a cash to debt ratio of 1.54 that is outperforming 60% of its competitors.
It is a manufacturer and marketer of basic chemicals, vinyls, polymers and fabricated products.
The main guru shareholders are Chuck Royce (Trades, Portfolio) who holds 0.85% of outstanding shares of the company, Louis Moore Bacon (Trades, Portfolio) with 0.26%, Jim Simons (Trades, Portfolio) with 0.23%, Joel Greenblatt (Trades, Portfolio) with 0.17%, T Boone Pickens (Trades, Portfolio) with 0.08% and Pioneer Investments (Trades, Portfolio) with 0.05%.
Ralph Lauren Corp. (RL)
It has a dividend yield that during the last five years has grown by 47%. The yield is now 2.12% with a payout ratio of 36%. The average ROA of the last five years has been 11.98% and the ROE had an average performance of 21.25%.
The company has an ROA of 7.65% that is above the industry median of 3.82%. Financial strength has a rating of 6/10 and cash to debt ratio of 1.35 that is outperforming 50% of its competitors.
It is engaged in the design, marketing and distribution of premium lifestyle products, including men's, women's and children's apparel, accessories, fragrances and home furnishings.
Steven Cohen (Trades, Portfolio), who holds 1% of outstanding shares of the company, is the main guru shareholder followed by Jim Simons (Trades, Portfolio) with 0.17%, Martin Whitman (Trades, Portfolio) with 0.14%, Ron Baron (Trades, Portfolio) with 0.13%, Jeremy Grantham (Trades, Portfolio) with 0.09% and Robert Olstein (Trades, Portfolio) with 0.05%.
National American University Holdings Inc. (NAUH)
It has a dividend yield that during the last five years has grown by 39%. The yield is now 8.62% and the average ROA of the last five years has been 6.36%. ROE had an average performance of 10.70%.
Financial strength has a rating of 6/10 with cash to debt of 2.24 that is underperforming 56% of its competitors. The equity to asset ratio is 0.58.
It is a provider of postsecondary education company working for the needs of working adults and other non-traditional students.
Pzena Investment Management Inc. (PZN)
It has a dividend yield that during the last five years has grown by 39%. The yield is now 4.38% with a payout ratio of 364%. The average ROA of the last five years has been 6.79% and the ROE had an average performance of 41.71%.
The company has a current ROE of 48.20% that is outperforming 98% of other companies in the Global Asset Management industry and the ROA is 7.20%, above the industry median that is 1.98%. Financial strength has a rating of 9/10 with no debt and an equity to asset ratio of 0.16 that is below the industry median of 0.85.
It is an investment management company and is the sole managing member of Pzena Investment Management LLC, which is its operating company.
The main guru shareholders are Chuck Royce (Trades, Portfolio), who holds 0.75% of outstanding shares of the company, Jim Simons (Trades, Portfolio) with 0.54%, Mario Gabelli (Trades, Portfolio) with 0.1% and Barrow, Hanley, Mewhinney & Strauss with 0.02%.
Novo Nordisk A/SÂ (NOV)
It has a dividend yield that during the last five years has grown by 38%. The yield is now 1.72% with a payout ratio of 37%. The average ROA of the last five years has been 35.93% and the ROE had an average performance of 60.54%.
The company has a current ROE of 86.46% that is outperforming 99% of other companies in the Global Biotechnology industry, and the ROA is 42.22%, above the industry median that is -26.29%. Financial strength has a rating of 7/10 and it shows a cash to debt ratio of 19.07 that is underperforming 54% of its competitors.
Jim Simons (Trades, Portfolio), who holds 0.5% of outstanding shares of the company, is the main guru shareholder followed by Ken Fisher (Trades, Portfolio) with 0.43% and Tom Gayner (Trades, Portfolio) with 0.04%.
Littelfuse Inc. (LFUS)
It has a dividend yield that during the last five years has grown by 37%. The yield is now 0.94% with a payout ratio of 30%. The average ROA of the last five years has been 9.85% and the ROE had an average performance of 13.93%.
The company has a current ROE of 11.12% that is outperforming 71% of other companies in the Global Electronics Distribution industry and the ROA is 7.66%, above the industry median that is 2.99%. Financial strength has a rating of 8/10 with cash to debt of 1.94 that is above the industry median of 1.45.
It is a supplier of circuit protection products for the electronics, automotive and electrical industries.
The main guru shareholders are John Rogers (Trades, Portfolio) who holds 3.71% of outstanding shares of the company, Columbia Wanger (Trades, Portfolio) with 1.8%, Ken Fisher (Trades, Portfolio) with 1.02%, Jim Simons (Trades, Portfolio) with 0.96%, Mario Gabelli (Trades, Portfolio) with 0.51% and Chuck Royce (Trades, Portfolio) with 0.24%.
