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For this exercise, I have screened for mid-cap stocks that trade on the Nasdaq Composite and delivered a minimum 25% growth rate in dividends over the last five years.
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Century-old interior designer Herman Miller Inc. (MLHR, Financial) was trading for just over $33 a share late Monday, up 2%. However, year to date, the stock is down 19%, indicating a buying opportunity.
The Peter Lynch chart suggests it is near fair market value. It reflects a median of $32 a share.
Michigan-based Herman Miller has a market cap of $1.97 billion. Its net income has been in recovery mode since dropping to a loss of $22 million in 2014. It reported $130 million in net income for the trailing 12 months.
It reported $275 million in long-term debt and free cash flow of $123 million for the 12 trailing months. The stock has a 12-month yield of up to 2.1% and a payout ratio of 33%. Its five-year dividend growth rate is 38%.
American Railcar Industries Inc. (ARII, Financial) was trading at $37.50 a share on Monday afternoon. The stock was also up almost 2%. But, year to date, it is down 12%.
The Peter Lynch chart suggests the stock is trading below fair market value.
Missouri-based American Railcar designs, builds and sells special customized and general-purpose railcars and components for the North American railcar and industrial industries. The company has a market cap of $714 million. It is currently involved in new in-housing leasing and restructuring arrangements to try to improve its financial outlook.
It has seen declining rates of revenue per share over the last five years. In 2017, it posted earnings before interest, taxes, depreciation and amortization of $7.83 a share, a decline from the previous year of $9.73 per share.
Its long-term debt is $520 million and its free cash flow is $6.8 million.
The stock has a 12-month dividend yield of up to 4.3% and a payout ratio of 21%.
Its five-year dividend growth rate is 36%.
Full-service restaurant Cracker Barrel Old Country Store Inc. (CBRL, Financial) was trading for $164.6 a share on Monday. It was up 0.24%.
The Peter Lynch chart suggests the Tennessee-based restaurant operator’s stock is over fair market value. Its median is about $148 a share.
The company has a rate of revenue growth of 2.3% over the last five years. It also has seen net income growth while its EBITDA has doubled since July 2009 to over $16 a share in July 2017.
Its long-term debt is $400 million and free cash flow is more than $210 million. The stock has a 12-month yield of up to 2.9% and a payout ratio of 48%. Its five-year dividend growth rate is 30%.
J&J Snack Foods Corp. (JJSF, Financial) was trading at $142.41 at market close on Monday. The stock of the maker of nutrition-packed snacks was up more than 2%. It has seen a 5% drop year to date. GuruFocus ranks the stock, based on its fundamentals, a 9 out of 10 in financial strength and an 8 of 10 in profitability and growth.
The New Jersey-based company has market cap of $2.66 billion. Peter Lynch’s chart suggests is selling over fair market value and its median is $81 a share.
It has an annual revenue growth rate per share of 5.4% over the last five years. Its EBIDTA has doubled to almost $9 a share since 2009. Its net income is $79 million as of September 2017. It has a free cash flow $53 million and has no long-term debt.
The stock has a 12-month dividend yield of up to 1.2% and a payout ratio of 32%. Its five-year dividend growth rate is 28%.
In Monday trading, the S&P 500 was up 0.81% to 2,677.84 while the Dow Jones Industrial Average was up similarly, 0.87% to 24,573.04. The Nasdaq Composite was up 0.70% to 7,156.28.
