The All-In-One Screener highlights 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.
PolyOne Corp.’s (POL) dividend yield has grown 26% over the last five years. The yield is now 1.47% with a payout ratio of 30%. The company has a 10-year asset growth rate of 7% supported by an average return on assets (ROA) of 4.59%.
The company is a provider of specialized polymer materials, services and solutions with operations in specialty polymer formulations, color and additive systems, thermoplastic resin distribution and specialty vinyl resins.
The profitability rating of 8 of 10 is confirmed by a return on equity (ROE) of 22.89%. The ROE and ROA are outperforming the industry and are ranked higher than 57% of competitors. Financial strength has a rating of 5/10. The cash-debt ratio of 0.18 is underperforming 77% of competitors, and the equity-asset ratio of 0.27 is below the industry median of 0.56.
The largest investor among the gurus is Barrow, Hanley, Mewhinney & Strauss with 2.94% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.42%.
Thor Industries Inc.’s (THO) dividend yield has grown 24% over the last five years. The yield is now 1.22% with a payout ratio of 23%. The company has a 10-year asset growth rate of 10% supported by an average ROA of 11.69%.
The company is engaged in manufacturing recreational vehicles in the U.S. and sells those vehicles in the U.S. and Canada. Its segments are towable recreational vehicles and motorized recreational vehicles.
The profitability rating of 7/10 is confirmed by an ROE of 23.66%. The ROE and ROA are outperforming the industry and are ranked higher than 88% of competitors. Financial strength has a rating of 7/10. The cash-debt ratio of 0.48 is underperforming 51% of competitors, and the equity-asset ratio of 0.56 is above the industry median of 0.49.
Chuck Royce (Trades, Portfolio), who holds 2.79% of outstanding shares, is the largest investor among the gurus followed by Simons with 0.7%, Jeremy Grantham (Trades, Portfolio) with 0.42%, Scott Black (Trades, Portfolio) with 0.05%, Paul Tudor Jones (Trades, Portfolio) with 0.02% and Mario Gabelli (Trades, Portfolio) with 0.01%.
MarketAxess Holdings Inc.’s (MKTX) dividend yield has grown 23% over the last five years. The yield is now 0.58% with a payout ratio of 32%. The company has a 10-year asset growth rate of 6% supported by an average ROA of 16.90%.
The company operates an electronic trading platform for corporate bonds and other types of fixed-income instruments.
The profitability rating of 8 of 10 is confirmed by an ROE of 29.25%. The ROE and ROA are outperforming the industry and are ranked higher than 94% of competitors. Financial strength has a rating of 8/10. It has no debt, and the equity-asset ratio of 0.89 is above the industry median of 0.56.
The largest investor in the company among the gurus is PRIMECAP Management (Trades, Portfolio), who holds 2.67% of outstanding shares, followed by Ron Baron (Trades, Portfolio) with 0.75%, Columbia Wanger (Trades, Portfolio) with 0.74%, Royce with 0.22%, Louis Moore Bacon (Trades, Portfolio) with 0.09% and Murray Stahl (Trades, Portfolio) with 0.02%.
Whole Foods Market Inc.’s (WFM) dividend yield has grown 22% over the last five years. The yield is now 1.82% with a payout ratio of 35%. The company has a 10-year asset growth rate of 9% supported by an average ROA of 8.34%.
It is a retailer of natural and organic foods and a Certified Organic grocer. The company's products include seafood, grocery, meat and poultry, bakery, prepared foods and catering, coffee and tea.
The profitability rating of 8/10 is confirmed by an ROE of 15.16%. The ROE and ROA are outperforming the industry and are ranked higher than 75% of competitors. Financial strength has a rating of 7/10. The cash-debt ratio of 0.70 is outperforming 56% of competitors, and the equity-asset ratio of 0.51 is above the industry median of 0.42.
Frank Sands (Trades, Portfolio), who holds 3.74% of outstanding shares, is the largest investor among the gurus followed by Steven Cohen (Trades, Portfolio) with 0.54%, Pioneer Investments (Trades, Portfolio) with 0.3%, Jerome Dodson (Trades, Portfolio) with 0.18%, Ken Fisher (Trades, Portfolio) with 0.11% and Joel Greenblatt (Trades, Portfolio) with 0.11%.
The Estee Lauder Companies Inc. Class A’s (EL) dividend yield has grown 22% over the last five years. The yield is now 1.53% with a payout ratio of 41%. The company has a 10-year asset growth rate of 8% supported by an average ROA of 12.42%.
The company is engaged in the manufacturing and marketing of skin care, makeup, fragrance and hair care products.
The profitability rating of 8/10 is confirmed by an ROE of 30.31%. The ROE and ROA are outperforming the industry and are ranked higher than 87% of competitors. Financial strength has a rating of 6/10. The cash-debt ratio of 0.48 is outperforming 50% of competitors, and the equity-asset ratio of 0.39 is below the industry median of 0.52.
The largest investors among the gurus are Greenblatt, who holds 0.38% of outstanding shares, followed by Simons with 0.01%.
TJX Companies Inc.’s (TJX) dividend yield has grown 22% over the last five years. The yield is now 1.34% with a payout ratio of 28%. The company has a 10-year asset growth rate of 6% supported by an average ROA of 18.10%.
It 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 and home fashion, such as home basics, accent furniture and lamps among others.
The profitability rating of 9 of 10 is confirmed by an ROE of 52.03%. The ROE and ROA are outperforming the industry and are ranked higher than 96% of competitors. Financial strength has a rating of 7 of 10 with a cash to debt of 1.27 that is outperforming 59% of competitors, and the equity-asset ratio of 0.34 is below the industry median of 0.49.
PRIMECAP Management, with 1.88% of outstanding shares, is the largest investor among the gurus followed by Ruane Cunniff (Trades, Portfolio) with 1.71%, Spiros Segalas (Trades, Portfolio) with 0.61%, Diamond Hill Capital (Trades, Portfolio) with 0.57%, Pioneer Investments with 0.24%, David Rolfe (Trades, Portfolio) with 0.21% and Grantham with 0.11%.
Jones Lang LaSalle Inc.’s (JLL) dividend yield has grown 21% over the last five years. The yield is now 0.63% with a payout ratio of 8%. The company has a 10-year asset growth rate of 15% supported by an average ROA of 5.53%.
The profitability rating of 7/10 is confirmed by an ROE of 12.91%. The ROE and ROA are outperforming the industry and are ranked higher than 73% of competitors. Financial strength has a rating of 6 of 10. The cash-debt ratio of 0.16 is underperforming 64% of competitors, and the equity-asset ratio of 0.39 is below the industry median of 0.45.
The company is a financial and professional services firm specializing in real estate. It offers integrated services delivered by teams to clients seeking increased value by owning, occupying or investing in real estate.
The largest investors in the company among the gurus are John Rogers (Trades, Portfolio), who holds 3.29% of outstanding shares, followed by Columbia Wanger with 1.77%, Diamond Hill Capital with 0.57%, Royce with 0.52%, Baron with 0.39% and Grantham with 0.24%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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