Thanks to GuruFocus’ All-In-One Screener, I want to highlight stocks that have growing dividend yields with sustainable payout ratios. This sustainability is connected to long-term company profitability and strong financial situations.
Ambev SA. (ABEV) has a dividend yield that during the last five years has grown by 49%. The yield is 0.68% with a payout ratio of 19%. The average ROA of the last five years has been positive, 17.09%, as has the ROE with an average performance of 28.32%.
The company has an ROE of 26.66% that is outperforming 89% of other companies in the Global Beverages - Brewers industry, and the ROA is 15.17%, above the industry median of 3.50%. Financial strength has a rating of 6/10, and it shows a cash-to-debt ratio of 1.57 that is outperforming 58% of its competitors and an equity-to-asset ratio of 0.59 that is a few above the industry median of 0.55. It produces, distributes and sells beer, carbonated soft drinks and other nonalcoholic and noncarbonated products. It operates in Latin America North, Latin America South and Canada.
The company's main investors among the gurus are Manning & Napier Advisors Inc. with 0.56% of outstanding shares, Ken Fisher (Trades, Portfolio) with 0.14% and Jim Simons (Trades, Portfolio) with 0.09%.
Cohen & Steers Inc.Ă‚ (CNS) has a dividend yield that during the last five years has grown by 32%. The yield is now 2.72% with a payout ratio of 75%. The average ROA of the last five years has been positive, 21.21%, as has the ROE with an average performance of 29.58%.
The company has an ROE of 26.09% that is outperforming 94% of other companies in the Global Asset Management industry, and the ROA is 21.90%, above the industry median of 1.75%. Financial strength has a rating of 7/10 with no debt and an equity-to-asset ratio of 0.85. It is an investment manager engaged in real assets including real estate, infrastructure and commodities along with preferred securities and other income solutions.
Ron Baron (Trades, Portfolio), who holds 6.53% of outstanding shares, is the company's main investor among the gurus followed by Mario Gabelli (Trades, Portfolio) with 2.54%, Simons with 1.17%, Chuck Royce (Trades, Portfolio) with 0.73% and Murray Stahl (Trades, Portfolio) with 0.03%.
Tessco Technologies Inc.Ă‚ (TESS) has a dividend yield that during the last five years has grown by 30%. The yield is now 5.58% with a payout ratio of 92%. The average ROA of the last five years has been positive, 8.52%, as has the ROE with an average performance of 14.93%.
The company has an ROE of 4.68% that is outperforming 61% of other companies in the Global Communication Equipment industry, and the ROA is 2.87%, a few above the industry median of 2.25%. Financial strength has a rating of 9/10, and it shows a cash-to-debt ratio of 8.62 that is outperforming 63% of its competitors and an equity-to-asset ratio of 0.66 that is a few above the industry median of 0.58.
It delivers products and solutions to support wireless systems. It offers products in four categories: base station infrastructure; network systems; installation, test and maintenance and mobile devices and accessories.
The company's main investors among the gurus are Royce, who holds 10.56% of outstanding shares, and Simons with 3.8%.
Spok Holdings Inc.Ă‚ (SPOK) has a dividend yield that during the last five years has grown by 29%. The yield is now 3.05% with a payout ratio of 12%. The average ROA of the last five years has been positive, 8.48%, as has the ROE with an average performance of 10.82%.
The company has an ROE of 28.25% that is outperforming 85% of other companies in the Global Telecom Services industry; the ROA is 23.71%, above the industry median of 2.76%. Financial strength has a rating of 9/10; it shows no debt and has an equity-to-asset ratio of 0.86 that is above the industry median of 0.40.
It is a provider of critical communication solutions for enterprises to the health care, government, public safety and other industries. It offers paging services and selected software solutions in the U.S. and abroad.
Simons, who holds 8.05% of outstanding shares, is the company's main investor among the gurus followed by Joel Greenblatt (Trades, Portfolio) with 0.05%.
Altera Corp.Ă‚ (ALTR) has a dividend yield that during the last five years has grown by 28%. The yield is now 1.33% with a payout ratio of 65%. The average ROA of the last five years has been positive, 12.46%, as has the ROE with an average performance of 17.60%.
The company has an ROE of 10.18% that is outperforming 70% of the companies in the Global Semiconductors industry, and the ROA is 5.85%, above the industry median of 2.75%. Financial strength has a rating of 8/10. It shows a cash-to-debt ratio of 1.42 that is underperforming 54% of its competitors and an equity-to-asset ratio of 0.57 that is a few below the industry median of 0.64.
It designs and sells programmable logic devices, HardCopy application-specific integrated circuit devices, power system-on-chip devices, predefined design building blocks known as intellectual property cores and associated development tools.
Flexsteel Industries Inc. (FLXS) has a dividend yield that during the last five years has grown by 29%. The yield is now 1.84% with a payout ratio of 23%. The average ROA of the last five years has been positive, 7.44%, as has the ROE with an average performance of 9.43%.
The company has an ROE of 12.50% that is underperforming 66% of other companies in the Global Home Furnishings & Fixtures industry, and the ROA is 9.76%, above the industry median of 3.72%. Financial strength has a rating of 9/10 with no debt and an equity-to-asset ratio of 0.84 that is above the industry median of 0.59.
It manufactures, imports and markets residential and commercial upholstered and wood furniture products in the U.S. Its products include sofas, loveseats and rocker-reclining chairs.
The company's main investor among the gurus is Royce, who holds 12.11% of outstanding shares.
Coach Inc. (COH) has a dividend yield that during the last five years has grown by 28%. The yield is now 3.57% with a payout ratio of 96%.
The company has an ROE of 15.39% that is outperforming 78% of other companies in the Global Luxury Goods industry, and the ROA is 8.49%, above the industry median of 2.80%. Financial strength has a rating of 6/10 with cash to debt of 1.45 that is outperforming 55% of its competitors and an equity-to-asset ratio of 0.56 that is above the industry median of 0.48.
It markets and sells modern luxury accessories and lifestyle collections. Its product offerings include women's and men's bags, accessories, business cases, footwear, wearables, jewelry, sunwear, travel bags, watches and fragrance.
Dodge & Cox, who holds 6.23% of outstanding shares, is the company's main investor among the gurus followed by Steven Cohen (Trades, Portfolio) with 0.39%,Ă‚ Jeremy Grantham (Trades, Portfolio) with 0.16%, Meridian Funds (Trades, Portfolio) with 0.13%, John Rogers (Trades, Portfolio) with 0.07%, John Buckingham (Trades, Portfolio) with 0.06%, RS Investment Management (Trades, Portfolio) with 0.05%, Leon Cooperman (Trades, Portfolio) with 0.04%, David Rolfe (Trades, Portfolio) with 0.02% and Robert Olstein (Trades, Portfolio) with 0.02%.
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