Using 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 company profitability and a very strong financial situation.
Magna International Inc. (MGA) has a dividend yield that during the last five years has grown by 35%. The yield is 2.24% with a payout ratio of 19%. The average ROA of the last five years has been 9.21% and ROE had an average performance of 16.97%.
It is an automotive supplier with 313 manufacturing operations and 84 product development, engineering and sales centers in 28 countries. Its current ROE of 23.37% is outperforming 88% of other companies in the Global Auto Parts industry, and the ROA of 11.07% is above the industry median of 4.07%. Financial strength has a rating of 8/10 with a cash to debt ratio of 1.11. The equity to asset ratio of 0.46 that is below the industry median of 0.48.
The main guru shareholders are Jeremy Grantham (Trades, Portfolio) who holds 0.37% of outstanding shares of the company, Steven Cohen (Trades, Portfolio) with 0.21%, Jim Simons (Trades, Portfolio) with 0.14%, Louis Moore Bacon (Trades, Portfolio) with 0.05%, Paul Tudor Jones (Trades, Portfolio) with 0.01% and Scott Black (Trades, Portfolio) with 0.01%.
Sturm Ruger & Co Inc. (RGR) has a dividend yield that during the last five years has grown by 35%. The yield is now 1.89% with a payout ratio of 35%. The average ROA of the last five years has been 21.97% and the ROE had an average performance of 31.77%.
The company has a current ROE of 32.21% that is outperforming 90% of other companies in the industry, and the ROA is 23.40%, above the industry median of 2.51%. Financial strength has a rating of 9/10 with no debt and an equity to asset ratio of 0.74 that is above the industry median of 0.38.
It offers products in four industry product categories: rifles, shotguns, pistols and revolvers.
Jim Simons (Trades, Portfolio), who holds 0.98% of outstanding shares, is the main guru shareholder followed by Joel Greenblatt (Trades, Portfolio) with 0.54%, Paul Tudor Jones (Trades, Portfolio) with 0.02% and Chuck Royce (Trades, Portfolio) with 0.01%.
Visa Inc. (V) has a dividend yield that during the last five years has grown by 33%. The yield is now 0.68% with a payout ratio of 18%. The average ROA of the last five years has been 13.11% and the ROE had an average performance of 18.28%.
The company has a current ROE of 23.59% that is outperforming 89% of other companies in the industry, and the ROA is 15.05%, above the industry median of 2.29%. Financial strength has a rating of 7/10 and it shows a cash to debt ratio of 1.25.
It is a payment technology company that connects consumers, businesses, banks and governments in more than 200 countries and territories to fast, secure and reliable electronic payments.
The main guru shareholders are Frank Sands (Trades, Portfolio) with 2.04% of outstanding shares, Ken Fisher (Trades, Portfolio) with 0.68%, Steve Mandel (Trades, Portfolio) with 0.59%, Spiros Segalas (Trades, Portfolio) with 0.54%, Warren Buffett (Trades, Portfolio) with 0.46%, PRIMECAP Management (Trades, Portfolio) with 0.39%, Chris Davis (Trades, Portfolio) with 0.26%, with 0.24% and Manning & Napier Advisors with 0.16%.
Thor Industries Inc. (THO) has a dividend yield that during the last five years has grown by 31%. The yield is now 1.87% with a payout ratio of 26%. The average ROA of the last five years has been 11.89% and the ROE had an average performance of 17.54%.
The company has a current ROE of 21.08% that is outperforming 84% of other companies in the Global Recreational Vehicles industry, and the ROA of 14.80% is above the industry median of 4.07%. Financial strength has a rating of 9/10 with no debt
It is engaged in manufacturing recreational vehicles in the U.S. and sells those vehicles in the U.S. and Canada.
Chuck Royce (Trades, Portfolio), who holds 4.81% of outstanding shares of the company, is the largest guru shareholder followed by Jim Simons (Trades, Portfolio) with 0.39%, Joel Greenblatt (Trades, Portfolio) with 0.19%, Scott Black (Trades, Portfolio) with 0.09%, Jeremy Grantham (Trades, Portfolio) with 0.06% and Scott Black (Trades, Portfolio) with 0.02%.
CBOE Holdings Inc. (CBOE) has a dividend yield that during the last five years has grown by 31%. The yield is now 1.44% and with a payout ratio of 36%. The average ROA of the last five years has been 47.21% and the ROE had an average performance of 66.41%.
The company has a current ROE of 85.31% that is outperforming 98% of other companies in the Global Financial Exchanges industry, and the ROA is 55.40%, above the industry median of 1.68%. Financial strength has a rating of 9/10 with no debt.
It is engaged in trading of listed, or exchange-traded, derivatives contracts on four product categories; options on market indexes, futures on the VIX Index and other products, options on stock of individual corporations, options on other exchange-traded products such as exchange-traded funds and exchange traded notes.
Jim Simons (Trades, Portfolio), who holds 5.41% of outstanding shares of the company, is the main guru investor followed by Murray Stahl (Trades, Portfolio) with 1.45% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
J&J Snack Foods Corp. (JJSF) has a dividend yield that during the last five years has grown by 30%. The yield is now 1.45% with a payout ratio of 39%. The average ROA of the last five years has been 10.31%, and the ROE had an average performance of 12.98%.
The company has a current ROE of 12.19% that is outperforming 68% of other companies in the Global Packaged Foods industry and the ROA is 9.83%, above the industry median of 3.13%. Financial strength has a rating of 7/10 with cash to debt of 50.25.
It manufactures nutritional snack foods and distributes frozen beverages, which it markets nationally to the food service and retail supermarket industries.
The main investors of the company among the gurus are Jim Simons (Trades, Portfolio) who holds 2.09% of outstanding shares of the company, Ken Fisher (Trades, Portfolio) with 0.31% and Mario Gabelli (Trades, Portfolio) with 0.26%.
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