Investors
should take care about the risk when they plan to invest. A good and well-known
indicator for the risk assessment is the Shape ratio.
The ratio evaluates the performance of the stock in
relation to its volatility. It's also a figure that is based on the past
performance data. Future developments are not detected.
Below are 6 stocks from the S&P 500 with very
attractive Sharpe ratios. My main criteria are a dividend yield of more than 1 percent at a payout ratio of less than 100 percent of earnings.
The top risk rewarded dividend stocks from the S&P
500 are....
AmerisourceBergen (NYSE:ABC) has a market capitalization of $16.13 billion. The company employs 12,000 people, generates revenue of $87.959 billion and has a net income of $493.44 million. AmerisourceBergen’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1.115 billion. The EBITDA margin is 1.27 percent (the operating margin is 1.02 percent and the net profit margin 0.56 percent).
Financial Analysis: The total debt represents 7.38 percent of AmerisourceBergen’s assets and the total debt in relation to the equity amounts to 60.21 percent. Due to the financial situation, a return on equity of 20.67 percent was realized by AmerisourceBergen. Twelve trailing months earnings per share reached a value of $2.10. Last fiscal year, AmerisourceBergen paid $0.84 in the form of dividends to shareholders. Sharpe Ratio: 4.19.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 33.39, the P/S ratio is 0.18 and the P/B ratio is finally 6.95. The dividend yield amounts to 1.34 percent and the beta ratio has a value of 0.70.
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| Long-Term Stock Price Chart Of AmerisourceBergen (ABC) |
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| Long-Term Dividend Payment History of AmerisourceBergen (ABC) |
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| Long-Term Dividend Yield History of AmerisourceBergen (ABC) |
Assurant (NYSE:AIZ) has a market capitalization of $4.82 billion. The company employs 14,500 people, generates revenue of $8.508 billion and has a net income of $483.70 million. Assurant’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2.270 billion. The EBITDA margin is 26.69 percent (the operating margin is 8.91 percent and the net profit margin 5.69 percent).
Financial Analysis: The total debt represents 3.36 percent of Assurant’s assets and the total debt in relation to the equity amounts to 18.75 percent. Due to the financial situation, a return on equity of 9.62 percent was realized by Assurant. Twelve trailing months earnings per share reached a value of $5.15. Last fiscal year, Assurant paid $0.81 in the form of dividends to shareholders. Sharpe Ratio: 4.62.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 12.86, the P/S ratio is 0.57 and the P/B ratio is finally 1.01. The dividend yield amounts to 1.51 percent and the beta ratio has a value of 1.06.
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| Long-Term Stock Price Chart Of Assurant (AIZ) |
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| Long-Term Dividend Payment History of Assurant (AIZ) |
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| Long-Term Dividend Yield History of Assurant (AIZ) |
Ameriprise Financial (NYSE:AMP) has a market capitalization of $21.96 billion. The company employs 12,235 people, generates revenue of $10.259 billion and has a net income of $903.00 million. Ameriprise Financial’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1.739 billion. The EBITDA margin is 16.95 percent (the operating margin is 14.76 percent and the net profit margin 8.80 percent).
Financial Analysis: The total debt represents 5.85 percent of Ameriprise Financial’s assets and the total debt in relation to the equity amounts to 86.72 percent. Due to the financial situation, a return on equity of 11.40 percent was realized by Ameriprise Financial. Twelve trailing months earnings per share reached a value of $6.84. Last fiscal year, Ameriprise Financial paid $1.15 in the form of dividends to shareholders. Sharpe Ratio: 4.04.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 16.49, the P/S ratio is 2.14 and the P/B ratio is finally 2.53. The dividend yield amounts to 1.84 percent and the beta ratio has a value of 1.94.
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| Long-Term Stock Price Chart Of Ameriprise Financial (AMP) |
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| Long-Term Dividend Payment History of Ameriprise Financial (AMP) |
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| Long-Term Dividend Yield History of Ameriprise Financial (AMP) |
Boeing (NYSE:BA) has a market capitalization of $102.82 billion. The company employs 174,400 people, generates revenue of $81.698 billion and has a net income of $3.903 billion. Boeing’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $7.500 billion. The EBITDA margin is 9.18 percent (the operating margin is 7.72 percent and the net profit margin 4.78 percent).
Financial Analysis: The total debt represents 11.71 percent of Boeing’s assets and the total debt in relation to the equity amounts to 177.42 percent. Due to the financial situation, a return on equity of 83.03 percent was realized by Boeing. Twelve trailing months earnings per share reached a value of $5.63. Last fiscal year, Boeing paid $1.81 in the form of dividends to shareholders. Sharpe Ratio: 4.38.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 24.28, the P/S ratio is 1.26 and the P/B ratio is finally 17.62. The dividend yield amounts to 2.13 percent and the beta ratio has a value of 1.21.
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| Long-Term Stock Price Chart Of Boeing (BA) |
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| Long-Term Dividend Payment History of Boeing (BA) |
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| Long-Term Dividend Yield History of Boeing (BA) |
Delphi Automotive (NYSE:DLPH) has a market capitalization of $18.46 billion. The company employs 25,000 people, generates revenue of $15.519 billion and has a net income of $1,133.00 million. Delphi Automotive’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2.142 billion. The EBITDA margin is 13.80 percent (the operating margin is 9.42 percent and the net profit margin 7.30 percent).
Financial Analysis: The total debt represents 24.21 percent of Delphi Automotive’s assets and the total debt in relation to the equity amounts to 105.07 percent. Due to the financial situation, a return on equity of 53.41 percent was realized by Delphi Automotive. Twelve trailing months earnings per share reached a value of $3.35. Last fiscal year, Delphi Automotive paid $0.00 in the form of dividends to shareholders. Sharpe Ratio: 4.07.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 17.92, the P/S ratio is 1.19 and the P/B ratio is finally 8.07. The dividend yield amounts to 1.13 percent and the beta ratio has a value of not calculable.
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| Long-Term Stock Price Chart Of Delphi Automotive (DLPH) |
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| Long-Term Dividend Payment History of Delphi Automotive (DLPH) |
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| Long-Term Dividend Yield History of Delphi Automotive (DLPH) |
Western Digital (NASDAQ:WDC) has a market capitalization of $19.66 billion. The company employs 85,777 people, generates revenue of $15.351 billion and has a net income of $980.00 million. Western Digital’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $3.318 billion. The EBITDA margin is 21.61 percent (the operating margin is 8.25 percent and the net profit margin 6.38 percent).
Financial Analysis: The total debt represents 13.93 percent of Western Digital’s assets and the total debt in relation to the equity amounts to 24.77 percent. Due to the financial situation, a return on equity of 12.59 percent was realized by Western Digital. Twelve trailing months earnings per share reached a value of $3.89. Last fiscal year, Western Digital paid $1.00 in the form of dividends to shareholders. Sharpe Ratio: 4.31.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 21.23, the P/S ratio is 1.28 and the P/B ratio is finally 2.48. The dividend yield amounts to 1.45 percent and the beta ratio has a value of 1.29.
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| Long-Term Stock Price Chart Of Western Digital (WDC) |
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| Long-Term Dividend Payment History of Western Digital (WDC) |
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| Long-Term Dividend Yield History of Western Digital (WDC) |
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*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.