Thanks to GuruFocus’ All-In-One Screener, we can pinpoint stocks that have a five-year growing dividend yield with strong profitability and a long-term track of solid returns and growing asset value.
Equifax Inc.’s (EFX) dividend yield has grown by 28% over the last five years. The yield is now 1.12% with a payout ratio of 32%. The company has a 10-year asset growth rate of 9% supported by an average return on assets (ROA) of 7.88%.
The company provides information solutions and human resources business process outsourcing services for businesses and consumers.
The profitability rating of 8/10 is confirmed by a return on equity (ROE) of 19.40%. The ROE and ROA are outperforming the industry and are ranked higher than 73% of competitors. Financial strength has a rating of 5/10. The cash-debt ratio of 0.04 is underperforming 95% of competitors, and the equity-asset ratio of 0.40 is below the industry median of 0.50.
The largest Investors among the gurus are Ken Fisher (Trades, Portfolio) with 0.16% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.1%, Paul Tudor Jones (Trades, Portfolio) with 0.04%, Manning & Napier Advisors Inc. with 0.03%, Chuck Royce (Trades, Portfolio) with 0.02%, Jim Simons (Trades, Portfolio) with 0.02% and Jeremy Grantham (Trades, Portfolio) with 0.02%.
Harley-Davidson Inc.’s (HOG) dividend yield has grown by 27.40% over the last five years. The yield is now 2.35% with a payout ratio of 36%. The company has a 10-year asset growth rate of 8% supported by an average return on assets (ROA) of 7.81%.
The company produces and sells heavyweight motorcycles and offers motorcycle parts, accessories, and related services. It operates in two segments, Motorcycles and Related Products and Financial Services.
The profitability rating of 7/10 is confirmed by a current return on equity of 33.34%. The ROE and ROA are outperforming the industry and are ranked higher than 70% of competitors. Financial strength has a rating of 5/10. The cash-debt ratio of 0.12 is underperforming 81% of competitors, and the equity-asset ratio of 0.20 is below the industry median of 0.49.
Dodge & Cox with 5.13% of outstanding shares is the largest investor among the gurus followed by Bill Nygren (Trades, Portfolio) with 1.98%, HOTCHKIS & WILEY with 1.56%, Tom Gayner (Trades, Portfolio) with 0.17%, NWQ Managers (Trades, Portfolio) with 0.14%, Joel Greenblatt (Trades, Portfolio) with 0.13% and Fisher with 0.06%.
Nu Skin Enterprises Inc. Class A’s (NUS) dividend yield has grown by 26.10% over the last five years. The yield is now 2.79% with a payout ratio of 57%. The company has a 10-year asset growth rate of 10% supported by an average return on assets (ROA) of 11.68%.
It is a direct selling company that develops and distributes anti-aging personal care products and nutritional supplements that are sold under the Nu Skin and Pharmanex category brands.
The profitability rating of 8/10 is confirmed by a current ROE of 16.87%. The ROE and ROA are outperforming the industry and are ranked higher than 78% of competitors. Financial strength has a rating of 6/10. The cash-debt ratio of 1.24 is outperforming 65% of competitors, and the equity-asset ratio of 0.49 is below the industry median of 0.52.
The largest investors among the gurus are Royce with 0.27% of outstanding shares followed by Simons with 0.1% and Jones with 0.03%.
Texas Instruments Inc.’s (TXN) dividend yield has grown by 25.80% over the last five years. The yield is now 2.14% with a payout ratio of 48%. The company has a 10-year asset growth rate of 5% supported by an average ROA of 15.58%.
The company designs and makes semiconductors that it sells to electronics designers and manufacturers. It has two segments: Analog and Embedded Processing.
The profitability rating of 8/10 is confirmed by a current return on equity of 32.11%. The ROE and ROA are outperforming the industry and are ranked higher than 97% of competitors. Financial strength has a rating of 7/10. The cash-debt ratio of 0.87 underperforms 62% of competitors, and the equity-asset ratio of 0.63 is a few above the industry median of 0.62.
PRIMECAP Management (Trades, Portfolio) with 4.73% of outstanding shares is the largest investors in the company among the gurus followed by Chris Davis (Trades, Portfolio) with 0.89%, Barrow, Hanley, Mewhinney & Strauss with 0.56%, Nygren with 0.51%, First Eagle Investment (Trades, Portfolio) with 0.47%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.29%, Simons with 0.15%, Grantham with 0.11%, Wallace Weitz (Trades, Portfolio) with 0.07% and Greenblatt with 0.04%.
Starbucks Corp.’s (SBUX) dividend yield has grown by 24.70% over the last five years. The yield is now 1.47% with a payout ratio of 42%. The company has a 10-year asset growth rate of 11% supported by an average ROA of 16.79%.
The company is the roaster, marketer and retailer of specialty coffee in the world, operating in 65 countries. It sells a variety of coffee and tea products. It sells goods and services under brands Teavana, Tazo, Seattle's Best Coffee, etc.
The profitability rating of 8/10 is confirmed by a current return on equity of 49.43%. The ROE and ROA are outperforming the industry and are ranked higher than 97% of competitors. Financial strength has a rating of 7/10. The cash-debt ratio of 0.63 is outperforming 51% of competitors, and the equity-asset ratio of 0.41 is below the industry median of 0.51.
The largest investors among the gurus are Spiros Segalas (Trades, Portfolio) with 0.49% of outstanding shares followed by Pioneer Investments with 0.33%, Steven Cohen (Trades, Portfolio) with 0.06%, Caxton Associates (Trades, Portfolio) with 0.02% and Louis Moore Bacon (Trades, Portfolio) with 0.01%.
Jack Henry & Associates Inc.’s (JKHY) dividend yield has grown by 24.10% over the last five years. The yield is now 1.23% with a payout ratio of 33%. The company has a 10-year asset growth rate of 8% supported by an average ROA of 10.25%.
It is a provider of information processing solutions for community banks. Its products and services include processing transactions, automating business processes and managing information.
The profitability rating of 10/10 is confirmed by a current return on equity of 27.14%. The ROE and ROA are outperforming the industry and are ranked higher than 88% of competitors. Financial strength has a rating of 9/10, and it shows no cash to debt, outperforming 98% of competitors. The equity-asset ratio of 0.56 is above the industry median of 0.50.
Royce with 0.76% of outstanding shares is the largest investor among the gurus followed by Simons with 0.25%, Greenblatt with 0.02% and Grantham with 0.01%.
Ross Stores Inc.’s (ROST) dividend yield has grown by 23.50% over the last five years. The yield is now 0.82% with a payout ratio of 19%. The company has a 10-year asset growth rate of 9% supported by an average ROA of 19.67%.
The company is the off-price apparel and home fashion chain in the U.S. It operates two brands of off-price retail apparel and home fashion stores namely Ross Dress for Less(r) and dds DISCOUNTS(r).
The profitability rating of 10/10 is confirmed by a current return on equity of 42.67%. The ROE and ROA are outperforming the industry and are ranked higher than 96% of competitors. Financial strength has a rating of 8/10. The cash-debt ratio of 2.22 is outperforming 65% of competitors, and the equity-asset ratio of 0.50 is above the industry median of 0.49.
The largest investors in the company among the gurus are PRIMECAP Management with 3.77% of outstanding shares followed by Pioneer Investments with 0.93%, David Rolfe (Trades, Portfolio) with 0.55%, Greenblatt with 0.12%, Cohen with 0.08% and Fisher with 0.04%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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