Thanks to GuruFocus’ All-In-One Screener, we can highlight stocks that have a five-year growing dividend yield with strong profitability and a long-term track record of solid returns and growing asset value.
Agrium Inc. (AGU) has a dividend yield that during the last five years has grown by 105.20%. The yield is now 3.86% with a payout ratio of 56%. The company has a 10-year asset growth rate of 21%, supported by return on assets (ROA) of 15% that during the last 10 years has had a median value of 6.67%.
GuruFocus’ profitability rating of 8/10 is confirmed by a return on equity (ROE) of 13.91% that has been strong over the last 10 years with an average ratio of 16.54%. ROE and ROA are outperforming the industry median with ratios that are higher than 63% of other companies from the same sector. Financial strength has a rating of 5/10, and it shows a cash-debt ratio of 0.06 that is underperforming 90% of its competitors and an equity-asset ratio of 0.38 that is far below the industry median of 0.49.
Agrium is a retail supplier of agricultural products and services in North and South America and producer and marketer of agricultural nutrients and industrial products.
The main investors among the gurus are Dodge & Cox with 1.93% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 1.04%, NWQ Managers (Trades, Portfolio) with 0.33%, Joel Greenblatt (Trades, Portfolio) with 0.18%, Stanley Druckenmiller (Trades, Portfolio) with 0.16% and Jeremy Grantham (Trades, Portfolio) with 0.1%.
Amphenol Corp. Class AĂ‚ (APH) has a dividend yield that during the last five years has grown by 92.10%. The yield is now 0.92% with a payout ratio of 23%. The company has a 10-year asset growth rate of 12%, supported by ROA of 15% that during the last 10 years has had a median value of 11.95%.
GuruFocus’ profitability rating of 8/10 is confirmed by a return on equity of 23.45% that is steady over the last 10 years with an average ratio of 24.50%. ROE and ROA are outperforming the industry median with a ratio that is ranked higher than 88% of Amphenol's competitors. Financial strength has a rating of 6/10, and it shows a cash-debt ratio of 0.29 that is underperforming 82% of its competitors and an equity-asset ratio of 0.44 that is far below the industry median of 0.57.
Amphenol designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems and coaxial and flat-ribbon cable.
First Eagle Investment (Trades, Portfolio), with 1.24% of outstanding shares, is the main investor among the gurus followed by Grantham with 0.23%, Jim Simons (Trades, Portfolio) with 0.14%, Westport Asset Management (Trades, Portfolio) with 0.12% and Chuck Royce (Trades, Portfolio) with 0.02%.
Harman International Industries Inc. (HAR) has a dividend yield that during the last five years has grown by 78.90%. The yield is now 1.63% with a payout ratio of 21%. The company has a 10-year asset growth rate of 9%, supported by ROA of 6.16% that during the last 10 years has had a median value of 6.19%.
GuruFocus’ profitability rating of 7/10 is confirmed by a return on equity of 14.94% that was strong over the last 10 years with an average ratio of 14.24%. ROE and ROA are outperforming the industry median with a ratio that is ranked higher than 72% of Harman's competitors. Financial strength has a rating of 6/10, and it shows a cash-debt ratio of 0.43 that is underperforming 75% of its competitors and an equity-asset ratio of 0.41 that is below the industry median of 0.57.
Harman International Industries is engaged in the development, manufacturing and marketing of audio products, lighting solutions and electronic systems and digitally integrated audio and infotainment systems for the automotive industry.
The main investors among the gurus are John Rogers (Trades, Portfolio) who holds 1.8% of outstanding shares followed by Third Avenue Management (Trades, Portfolio) with 0.57%, Martin Whitman (Trades, Portfolio) with 0.45%, Robert Olstein (Trades, Portfolio) with 0.34%, RS Investment Management (Trades, Portfolio) with 0.25% and Greenblatt with 0.11%.
MasterCard Inc. Class AĂ‚ (MA) has a dividend yield that during the last five years has grown by 73.30%. The yield is now 0.77% with a payout ratio of 21%. The company has a 10-year asset growth rate of 15%, supported by ROA of 24.30% that during the last 10 years has had a median value of 21.81%.
GuruFocus’ profitability rating of 8/10 is confirmed by return on equity of 63.45% that is strong in the last 10 years with an average ratio of 21.81%. ROE and ROA are outperforming the industry median with a ratio that is ranked higher than 98% of MasterCard's competitors. Financial strength has a rating of 7/10, and it shows a cash-debt ratio of 1.95 that is underperforming 57% of its competitors and an equity-asset ratio of 0.36 that is below the industry median of 0.45.
MasterCard is a technology company in the payments industry that connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks.
Tom Russo (Trades, Portfolio), with 0.89% of outstanding shares, is the company's main investor among the gurus followed by Spiros Segalas (Trades, Portfolio) with 0.8%, Andreas Halvorsen (Trades, Portfolio) with 0.59%, Simons with 0.49% and Warren Buffett (Trades, Portfolio) with 0.45%.
Westinghouse Air Brake Technologies Corp. (WAB) has a dividend yield that during the last five years has grown by 69.70%. The yield is now 0.46% with a payout ratio of 8%. The company has a 10-year asset growth rate of 17%, supported by ROA of 11.56% that during the last 10 years has had a median value of 10.04%.
GuruFocus’ profitability rating of 8/10 is confirmed by a return on equity of 21.25% that is strong over the last 10 years with an average ratio of 20.24%. ROE and ROA are outperforming the industry median with a ratio that is ranked higher than 89% of Westinghouse's competitors. Financial strength has a rating of 7/10, and it shows a cash-debt ratio of 0.41 that is outperforming 54% of its competitors and an equity-asset ratio of 0.51 that is above the industry median of 0.46.
Westinghouse Air Brake Technologies is a provider of value-added, technology-based products and services for the rail industry. It provides its products and services through two main business segments, Freight and Transit.
The main investors among the gurus are Ron Baron (Trades, Portfolio) with 0.59% of outstanding shares followed by Simons with 0.56%, RS Investment Management (Trades, Portfolio) with 0.45%, Royce with 0.28%, Columbia Wanger (Trades, Portfolio) with 0.18% and Greenblatt with 0.18%.
Magna International Inc. Class AĂ‚ (MGA) has a dividend yield that during the last five years has grown by 68%. The yield is now 2.32% with a payout ratio of 19%. The company has a 10-year asset growth rate of 4%, supported by ROA of 10.51% that during the last 10 years has had a median value of 6.20%.
GuruFocus’ profitability rating of 7/10 is confirmed by return on equity of 23.36% that has been steady in the last 10 years with an average ratio of 10.11%. ROE and ROA are outperforming the industry median with a ratio that is ranked higher than 85% of Magna International's competitors. Financial strength has a rating of 6/10, and it shows a cash-debt ratio of 0.18 that is underperforming 80% of its competitors and an equity-asset ratio of 0.42 that is a few below the industry median of 0.48.
Magna International is an automotive supplier. Its product capabilities include chassis, interior, exterior, seating, powertrain, electronic, vision, closure and roof systems and modules and complete vehicle engineering and contract manufacturing.
Simons, with 0.19% of outstanding shares, is the main investor among the gurus followed by Grantham with 0.03%, Manning & Napier Advisors, Inc with 0.01%, HOTCHKIS & WILEY with 0.01% and Scott Black (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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