According to the GuruFocus All-in-One Screener as of Dec. 7, the following guru-held companies have high dividend yields but performed poorly over the past 12 months.
The Kraft Heinz Co.
The Kraft Heinz Co.'s (KHC, Financial) dividend yield is 5.11%. Over the past 52 weeks, the stock has fallen 30.97%. Shares are trading with a price-book ratio of 0.74 and a forward price-earnings ratio of 11.79.
The food and beverage company has a market cap of $38.23 billion and a GuruFocus profitability rating of 6 out of 10. The return on equity of -19.88% and return on assets of -10.15% are underperforming 90% of competitors. Its financial strength is rated 4 out of 10. The equity-asset ratio of 0.5 is underperforming 51% of competitors.
The company’s largest guru shareholder is Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway with 26.67% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.45% and Joel Greenblatt (Trades, Portfolio)’s Gotham Asset Management with 0.06%.
Mizuho Financial Group Inc.
Mizuho Financial Group Inc.'s (MFG, Financial) dividend yield is 4.45% and the payout ratio is 15.75. Over the past 52 weeks, the price was stable and the stock is trading with a price-earnings ratio of 354 and a price-book ratio of 0.48.
The financial services company has a $39.3 billion market cap. The return on equity of 0.14% and return on assets of 0.01% are underperforming 93% of competitors. The cash-debt ratio of 3.47 is outperforming 71% of competitors. The equity-asset ratio of 0.04 is below the industry median of 0.11.
Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the company's largest guru shareholder with 0.03% of outstanding shares.
Eaton Corp. PLC
Eaton Corp. PLC's (ETN, Financial) dividend yield is 2.97% with a payout ratio of 0.5. Over the past 52 weeks, the stock has risen 39.48%. Shares are trading with a price-book ratio of 2.47 and a price-earnings ratio of 16.93.
With a $39.41 billion market cap, the power-management solutions provider has a GuruFocus profitability rating of 7 out of 10. The return on equity of 14.71% and return on assets of 7.54% are outperforming 77% of competitors. Its financial strength is rated 5 out of 10. The equity-asset ratio of 0.5 is below the industry median of 0.53.
HOTCHKIS & WILEY is the company's largest guru shareholder with 0.24% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.10%, Chris Davis (Trades, Portfolio) with 0.10% and Greenblatt’s Gotham Asset Management with 0.08%.
Marathon Petroleum Corp
Marathon Petroleum Corp.'s (MPC, Financial) dividend yield is 3.63% with a payout ratio of 0.44. Over the past 52 weeks, the price has fallen 7.38% and the shares are trading with a price-book ratio of 1.13 and a price-earnings ratio of 12.51.
The refinery company, which operates in the midcontinent and Gulf Coast of the United States, has a market cap of $37.8 billion. The company has a GuruFocus profitability rating of 7 out of 10. The return on equity of 10.33% and return on assets of 3.59% are outperforming 70% of competitors. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.05 is underperforming 89% of competitors. The equity-asset ratio of 0.34 is below the industry median of 0.48.
With 1.26% of outstanding shares, Paul Singer (Trades, Portfolio) is the company's largest guru shareholder, followed by Sarah Ketterer (Trades, Portfolio)’s Causeway Capital Management with 0.62% and HOTCHKIS & WILEY with 0.42%.
Valero Energy Corp
Valero Energy Corp.'s (VLO, Financial) dividend yield is 3.94% with a payout ratio of 0.63. Over the past 52 weeks, the share price has advanced 18.32%. The stock is trading with a price-book ratio of 1.78 and a price-earnings ratio of 16.47.
The company oil and gas refinery company has a market cap of $38.46 billion. GuruFocus rated its profitability 6 out of 10. The return on equity of 10.79% and return on assets of 4.5% are outperforming 73% of competitors. Its financial strength is rated 6 out of 10. The equity-asset ratio of 0.41 is below the industry median of 0.48.
Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder with 2.13% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.79% and Greenblatt with 0.07%.
Prudential Financial Inc.
Prudential Financial Inc.'s (PRU, Financial) dividend yield is 4.27% with a payout ratio of 0.42. Over the past 52 weeks, the share price has risen 9.35%. The stock is trading with a price-book ratio of 0.57 and a price-earnings ratio of 10.0.
The company has a market cap of $37.68 billion and provides annuities, life insurance, retirement plan services and asset management products. The return on equity of 6.94% and return on assets of 0.46% are underperforming 73% of competitors. The equity-asset ratio of 0.07 is underperforming 70% of competitors.
With 0.37% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons’ firm with 0.05%, Robert Olstein (Trades, Portfolio) with 0.02% and George Soros (Trades, Portfolio) with 0.01%.
Disclosure: I do not own any stocks mentioned.
GuruFocus 15-year anniversary promotion
The holiday season is here, and so is GuruFocus’s 15-year anniversary! In order to celebrate, we are offering an exclusive holiday discount of up to 30% off on our GuruFocus Premium Membership.
Join now to get GuruFocus Premium membership for only $399/Year! In addition, save an extra $100 when you upgrade to our PremiumPlus Membership, and enjoy $100 off the price of each additional region you add to the subscription.
Don’t miss out on this once-in-a-decade deal! You can sign up for the discount price by clicking this link. Happy holidays!
Read more here:
