Low leveraged stocks from the S&P 500 Low
Volatility High Dividend index originally published at "long-term-investments.blogspot.com". I love high
yielding stocks but most of them have a high debt burden or they grow too slow
or they are not really diversified for my approach.
Every investor wants to make profits on the
stock market and he tries to minimize the risk of a stock loss. An index that
covers stocks with a low volatility and great dividends is the S&P 500 Low
Volatility High Dividend index. The index is designed to serve as a benchmark
for income-seeking investors in the U.S. equity market. 50 constituents are
part of the index.
Today I like to show you which of the index
members have the lowest debt ratios. I observe only stocks with a debt to
equity ratio of less than 0.5. Only 14 companies fulfilled these criteria of
which eight are currently recommended to buy. Drug stocks and major integrated oil
and gas companies are the biggest groups of the results.
Here are the highest yielding stocks from the screen:
Here are the highest yielding stocks from the screen:
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People's United Financial (NASDAQ:PBCT) has a market capitalization of $4.78 billion. The company employs 4,847 people, generates revenue of $1.034 billion and has a net income of $245.30 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $483.10 million. The EBITDA margin is 46.68 percent (the operating margin is 29.19 percent and the net profit margin 19.74 percent).
Financial Analysis: The total debt represents 6.16 percent of the company’s assets and the total debt in relation to the equity amounts to 37.06 percent. Due to the financial situation, a return on equity of 4.76 percent was realized. Twelve trailing months earnings per share reached a value of $0.72. Last fiscal year, the company paid $0.64 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 20.04, the P/S ratio is 3.66 and the P/B ratio is finally 0.90. The dividend yield amounts to 4.72 percent and the beta ratio has a value of 0.32.
Long-Term Stock Price Chart Of People's United Financial (PBCT) |
Long-Term Dividend Payment History of People's United Financial (PBCT) |
Long-Term Dividend Yield History of People's United Financial (PBCT) |
ConocoPhillips (NYSE:COP) has a market capitalization of $73.80 billion. The company employs 17,100 people, generates revenue of $62.004 billion and has a net income of $7.481 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $22.309 billion. The EBITDA margin is 35.98 percent (the operating margin is 24.87 percent and the net profit margin 12.07 percent).
Financial Analysis: The total debt represents 18.55 percent of the company’s assets and the total debt in relation to the equity amounts to 45.27 percent. Due to the financial situation, a return on equity of 13.09 percent was realized. Twelve trailing months earnings per share reached a value of $5.86. Last fiscal year, the company paid $2.64 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 10.30, the P/S ratio is 1.20 and the P/B ratio is finally 1.55. The dividend yield amounts to 4.33 percent and the beta ratio has a value of 1.16.
Long-Term Stock Price Chart Of ConocoPhillips (COP) |
Long-Term Dividend Payment History of ConocoPhillips (COP) |
Long-Term Dividend Yield History of ConocoPhillips (COP) |
Eli Lilly & Co. (NYSE:LLY) has a market capitalization of $56.23 billion. The company employs 38,100 people, generates revenue of $22.603 billion and has a net income of $4.088 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $7.079 billion. The EBITDA margin is 31.32 percent (the operating margin is 23.93 percent and the net profit margin 18.09 percent).
Financial Analysis: The total debt represents 16.08 percent of the company’s assets and the total debt in relation to the equity amounts to 37.46 percent. Due to the financial situation, a return on equity of 28.89 percent was realized. Twelve trailing months earnings per share reached a value of $4.17. Last fiscal year, the company paid $1.96 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 11.97, the P/S ratio is 2.59 and the P/B ratio is finally 4.03. The dividend yield amounts to 3.77 percent and the beta ratio has a value of 0.73.
Long-Term Stock Price Chart Of Eli Lilly & Co. (LLY) |
Long-Term Dividend Payment History of Eli Lilly & Co. (LLY) |
Long-Term Dividend Yield History of Eli Lilly & Co. (LLY) |
Intel Corporation (NASDAQ:INTC) has a market capitalization of $120.27 billion. The company employs 105,400 people, generates revenue of $53.341 billion and has a net income of $11.005 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $22.160 billion. The EBITDA margin is 41.54 percent (the operating margin is 27.44 percent and the net profit margin 20.63 percent).
Financial Analysis: The total debt represents 15.94 percent of the company’s assets and the total debt in relation to the equity amounts to 26.26 percent. Due to the financial situation, a return on equity of 22.66 percent was realized. Twelve trailing months earnings per share reached a value of $2.00. Last fiscal year, the company paid $0.87 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 12.09, the P/S ratio is 2.32 and the P/B ratio is finally 2.41. The dividend yield amounts to 3.61 percent and the beta ratio has a value of 1.03.
Long-Term Stock Price Chart Of Intel Corporation (INTC) |
Long-Term Dividend Payment History of Intel Corporation (INTC) |
Long-Term Dividend Yield History of Intel Corporation (INTC) |
Take a closer look at the full list of stocks from the S&P 500 Low Volatility index with low debt ratios. The average P/E ratio amounts to 22.58
and forward P/E ratio is 14.64. The dividend yield has a value of 3.23 percent.
Price to book ratio is 2.57 and price to sales ratio 3.18. The operating margin
amounts to 27.82 percent and the beta ratio is 0.79. Stocks from the list have
an average debt to equity ratio of 0.27.
Here is the full table with
some fundamentals (TTM):
S&P 500 Low Volatility High Dividend Stocks With Low Debt Ratios (Click to enlarge) |
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Related stock
ticker symbols:
PBCT, COP, LLY, INTC, MRK, CINF, PAYX, PFE, CVX, NUE JNJ, CME, ABT, DO
Selected Articles:
*I am long INTC, JNJ. I
receive no compensation to write about these specific stocks, sector or theme.
I don't plan to increase or decrease positions or obligations within the next
72 hours.
For the other stocks: I
have no positions in any stocks mentioned, and no plans to initiate any
positions within the next 72 hours. I receive no compensation to write about
any specific stock, sector or theme.