Thanks to GuruFocus’ All-In-One Screener, we can highlight stocks that have growing dividend yields with sustainable payout ratios. This sustainability is linked to a company having long-term profitability and a very strong financial situation.
RF Industries Ltd. (RFIL) has a dividend yield that during the last five years has grown by 96%. The yield is 7.76% with a payout ratio of 767%. The average ROA of the last five years has been positive at 6.83% and ROE has averaged 7.59%.
The company has current ROE of 0.06%, underperforming 71% of other companies in the Global Electronic Components industry, and ROA is 0.05%, below the industry median of 2.85%. It has a financial strength rating of 9/10, and it shows no debt and an equity to asset ratio of 0.84, above the industry median of 0.58.
The company is engaged in the design, manufacture and marketing of interconnect products and systems, including coaxial and specialty cables, fiber optic cables and connectors, and electrical and electronic specialty cables.
The main guru investor in the company is Jim Simons (Trades, Portfolio), who holds 7.68% of outstanding shares.
SAP SE ADR. (SAP) has a dividend yield that during the last five years has grown by 23%. The yield is now 1.53% with a payout ratio of 39%. The average ROA for the past five years has been 11.32%, and ROE was an average of 20.90%.
The company has a current ROE of 16.01%, outperforming 89% of other companies in the Global Software - Application industry, and the ROA is 8.59%, far above the industry median of 2.79%. It has a financial strength rating of 8/10 with cash to debt of 3.64, underperforming 80% of competitors, and an equity to asset ratio of 0.55, below the industry median of 0.60.
The company sells licenses for software solutions and related support services. It also offers consulting, training and other services for its software solutions.
Ken Fisher (Trades, Portfolio), who holds 0.5% of outstanding shares of the company, is the main investor among the gurus, followed by Jim Simons (Trades, Portfolio) with 0.01%, John Hussman (Trades, Portfolio) with 0.01%, Chris Davis (Trades, Portfolio) with 0.01% and Sarah Ketterer (Trades, Portfolio) with 0.01%.
MarketAxess Holdings Inc. (MKTX) has a dividend yield that during the last five years has grown by 23%. The yield is now 0.57% with a payout ratio of 32%. The average ROA for the past five years is 20.39% and ROE has averaged 23.21%.
The company has a current ROE of 27.73%, outperforming 91% of other companies in the Global Capital Markets industry, and the ROA is 25.03%, below the industry median of 1.5%. It has a financial strength rating of 8/10, and it shows no debt and an equity to asset ratio of 0.91, above industry median of 0.59.
The company operates an electronic trading platform for corporate bonds and other types of fixed-income instruments.
The main Investors in the company among the gurus are PRIMECAP Management (Trades, Portfolio), which holds 2.67% of outstanding shares, followed by RS Investment Management (Trades, Portfolio) with 0.77%, Ron Baron (Trades, Portfolio) with 0.69%, Columbia Wanger (Trades, Portfolio) with 0.46%, Jim Simons (Trades, Portfolio) with 0.28% and Chuck Royce (Trades, Portfolio) with 0.25%.
TJX Companies Inc. (TJX) has a dividend yield that during the last five years has grown by 22%. The yield is now 1.09% with a payout ratio of 25%. The average ROA of the past five years is 20.91%, and its ROE has averaged 53.15%.
The company has a current ROE of 53.11%, outperforming 97% of other companies in the Global Apparel Stores industry, and the ROA is 20.01%, above the industry median of 2.74%. It has a financial strength rating of 7/10, and it shows cash to debt of 1.45, outperforming 55%, and equity to asset ratio of 0.39, below the industry median of 0.48.
The company is an off-price apparel and home fashions retailer in the U.S. and other countries. Its stores offer family apparel, including footwear and accessories; home fashions, such as home basics, accent furniture and lamps, among others.
The main Investors of the company among the gurus are Ruane Cunniff (Trades, Portfolio), which holds 2.45% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 1.89%, Spiros Segalas (Trades, Portfolio) with 0.77% and Diamond Hill Capital (Trades, Portfolio) with 0.62%.
ASML Holding NV ADRĂ‚ (ASML) has a dividend yield that during the last five years has grown by 21%. The yield is now 1.10% with a payout ratio of 41%. The average ROA of the last five years is 10.88%, and ROE has averaged 18.48%.
The company has a current ROE of 14.11%, outperforming 81% of other companies in the Global Semiconductor Memory industry, and ROA is 9.01%, above the industry median of 2.47%. It has a financial strength rating of 7/10 with cash to debt of 2.53, ourperforming 57% of its competitors, and an equity to asset ratio of 0.63, below the industry median of 0.64.
The company is a provider of lithography systems for the semiconductor industry, manufactuing complex machines that are critical to the production of integrated circuits or chips. Its products include TWINSCAN, PAS 5500 and Optics, among others.
Frank Sands (Trades, Portfolio) who holds 1.07% of outstanding shares is the main investor of the company among the gurus, followed by PRIMECAP Management (Trades, Portfolio) with 0.62%, Ken Fisher (Trades, Portfolio) with 0.15% and John Burbank (Trades, Portfolio) with 0.01%.
Qualcomm Inc. (QCOM) has a dividend yield that during the last five years has grown by 21%. The yield is now 3.18% with a payout ratio of 57%. The average ROA of the past five years is 15.38%, and ROE has averaged 19.69%.
The company has a current ROE of 16.65%, outperforming 84% of other companies in the Global Communication Equipment industry, and the ROA is 10.17%, above the industry median of 2.04%. It has a financial strength rating of 7/10 with cash to debt of 1.45, underperforming 57% of its competitors, and an equity to asset ratio of 0.60, above the industry median of 0.58.
The company develops digital communication technology called CDMA (Code Division Multiple Access) and owns intellectual property applicable to products that implement any version of CDMA including patents, patent applications and trade secrets.
The main Investors of the company among the gurus are Barrow, Hanley, Mewhinney & Strauss, which holds 1.39% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 1.11%, Ken Fisher (Trades, Portfolio) with 0.64%, Manning & Napier Advisors Inc. with 0.64% and Jeremy Grantham (Trades, Portfolio) with 0.58%.
Chase Corp. (CCF) has a dividend yield that during the last five years has grown by 20%. The yield is now 1.07% with a payout ratio of 20%. The average ROA of the last five years is 8.67%, and ROE averaged 16.32%.
The company has a current ROE of 19%, outperforming 87% of other companies in the Global Diversified Industrials industry, and ROA of 11.81%, above the industry median of 3.26%. It has a financial strength rating of 7/10, and it shows cash to debt of 1.37, outperforming 55% of it competitors, and an equity to asset ratio of 0.64, above the industry median of 0.53.
The company manufactures protective materials for reliability applications. Its products include tapes, laminates, sealants and coatings. Its business segments are Industrial Materials and Construction Materials.
Chuck Royce (Trades, Portfolio), who holds 5.96% of outstanding shares of the company is the main investor among the gurus, followed by Jim Simons (Trades, Portfolio) with 2.25%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
