The best equity investment is a stock with good fundamentals and a convincing equity story. If the stock is also attractively valuated, it could promise good returns. I’ve tried to summarize some significant fundamentals in order to screen the whole capital markets by interesting dividend stocks. Every month, I create a quick dividend list (low-yield to high-yield paying) of stocks with interesting performance and valuation figures. Stocks from that list are mid- and large-caps (market capitalization of more than USD $1 billion) with double-digit long-term earnings growth rates. The companies are traded at AMEX, NYSE, NASDAQ and part of the Dow Jones, S&P 500 or Nasdaq Composite. The list is selected by the following criteria and sorted by dividend yield:
Market Capitalization: > 1 Billion
Price/Earnings Ratio: > 0< 100
Dividend Yield: > 3< 20
Return on Investment: > 10< 100
Operating Margin: > 10< 100
10 Year Revenue Growth: > 8< 200
10 Year EPS Growth: > 10< 100
Here are my most promising stocks from the list:
Novartis (NVS) has a market capitalization of $150.13 billion. The company employs 123,686 people, generates revenue of $59.375 billion and has a net income of $9.245 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $15.751 billion. The EBITDA margin is 26.53 percent (the operating margin is 18.52 percent and the net profit margin is 15.57 percent).
Financial Analysis: The total debt represents 17.22 percent of the company’s assets and the total debt in relation to the equity amounts to 30.72 percent. Due to the financial situation, a return on equity of 14.12 percent was realized. Twelve trailing months earnings per share reached a value of $3.54. Last fiscal year, the company paid $2.25 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 17.53, the P/S ratio is 2.83 and the P/B ratio is 2.26. The dividend yield amounts to 4.01 percent and the beta ratio has a value of 0.56.
Microsoft (MSFT) has a market capitalization of $224 billion. The company employs 94,000 people, generates revenue of $73.723 billion and has a net income of $16.978 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $24.819 billion. The EBITDA margin is 33.67 percent (the operating margin is 29.92 percent and the net profit margin is 23.03 percent).
Financial Analysis: The total debt represents 9.85 percent of the company’s assets and the total debt in relation to the equity amounts to 18 percent. Due to the financial situation, a return on equity of 27.51 percent was realized. Twelve trailing months earnings per share reached a value of $1.85. Last fiscal year, the company paid $0.80 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 14.38, the P/S ratio is 3.08 and the P/B ratio is finally 3.40. The dividend yield amounts to 3.41 percent and the beta ratio has a value of 0.98.
Chevron (CVX) has a market capitalization of $206.85 billion. The company employs 61,000 people, generates revenue of $253.706 billion and has a net income of $27 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $60.545 billion. The EBITDA margin is 23.86 percent (the operating margin is 18.78 percent and the net profit margin is 10.65 percent).
Financial Analysis: The total debt represents 4.85 percent of the company’s assets and the total debt in relation to the equity amounts to 8.36 percent. Due to the financial situation, a return on equity of 23.75 percent was realized. Twelve trailing months earnings per share reached a value of $12.19. Last fiscal year, the company paid $3.09 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 8.67, the P/S ratio is 0.82 and the P/B ratio is 1.73. The dividend yield amounts to 3.4 percent and the beta ratio has a value of 0.80.
Take a closer look at the full table of the cheapest large capitalized stocks. The average P/E ratio amounts to 14.29 while the dividend yield has a value of 4.8 percent. The P/B ratio is 3.12 and P/S ratio is 2.68. The operating margin amounts to 26.54 percent. The earnings per share grew by 19.7 percent yearly over the past decade and sales by 16.98 percent.
Market Capitalization: > 1 Billion
Price/Earnings Ratio: > 0< 100
Dividend Yield: > 3< 20
Return on Investment: > 10< 100
Operating Margin: > 10< 100
10 Year Revenue Growth: > 8< 200
10 Year EPS Growth: > 10< 100
Here are my most promising stocks from the list:
Novartis (NVS) has a market capitalization of $150.13 billion. The company employs 123,686 people, generates revenue of $59.375 billion and has a net income of $9.245 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $15.751 billion. The EBITDA margin is 26.53 percent (the operating margin is 18.52 percent and the net profit margin is 15.57 percent).
Financial Analysis: The total debt represents 17.22 percent of the company’s assets and the total debt in relation to the equity amounts to 30.72 percent. Due to the financial situation, a return on equity of 14.12 percent was realized. Twelve trailing months earnings per share reached a value of $3.54. Last fiscal year, the company paid $2.25 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 17.53, the P/S ratio is 2.83 and the P/B ratio is 2.26. The dividend yield amounts to 4.01 percent and the beta ratio has a value of 0.56.
Microsoft (MSFT) has a market capitalization of $224 billion. The company employs 94,000 people, generates revenue of $73.723 billion and has a net income of $16.978 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $24.819 billion. The EBITDA margin is 33.67 percent (the operating margin is 29.92 percent and the net profit margin is 23.03 percent).
Financial Analysis: The total debt represents 9.85 percent of the company’s assets and the total debt in relation to the equity amounts to 18 percent. Due to the financial situation, a return on equity of 27.51 percent was realized. Twelve trailing months earnings per share reached a value of $1.85. Last fiscal year, the company paid $0.80 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 14.38, the P/S ratio is 3.08 and the P/B ratio is finally 3.40. The dividend yield amounts to 3.41 percent and the beta ratio has a value of 0.98.
Chevron (CVX) has a market capitalization of $206.85 billion. The company employs 61,000 people, generates revenue of $253.706 billion and has a net income of $27 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $60.545 billion. The EBITDA margin is 23.86 percent (the operating margin is 18.78 percent and the net profit margin is 10.65 percent).
Financial Analysis: The total debt represents 4.85 percent of the company’s assets and the total debt in relation to the equity amounts to 8.36 percent. Due to the financial situation, a return on equity of 23.75 percent was realized. Twelve trailing months earnings per share reached a value of $12.19. Last fiscal year, the company paid $3.09 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 8.67, the P/S ratio is 0.82 and the P/B ratio is 1.73. The dividend yield amounts to 3.4 percent and the beta ratio has a value of 0.80.
Take a closer look at the full table of the cheapest large capitalized stocks. The average P/E ratio amounts to 14.29 while the dividend yield has a value of 4.8 percent. The P/B ratio is 3.12 and P/S ratio is 2.68. The operating margin amounts to 26.54 percent. The earnings per share grew by 19.7 percent yearly over the past decade and sales by 16.98 percent.
