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The Best Portfolio Of Cloud Storage Stocks And Which The Best Dividends Pay

The forecasts for burgeoning industries including the cloud and the Internet of Things (IoT) vary, but the common theme is undeniable: We are in the early stages of what are quickly becoming game-changing markets. The two cutting-edge technologies share a common thread: IoT amasses almost unfathomable amounts of data, while the cloud is the primary means of storing it.

If you are interested in technology stocks with focus on modern themes like cloud computing or social media, you should look at the following selection of stocks from the cloud storage industry.

Over the past decade, stocks from the portfolio generated a total return of 18.83% yearly. In 2014 alone, the return of the dividend paying stocks was 27.2%. Today it would deliver an inital yield of 2.77%. In 2005, the inital yield was only at 0.56%.

Even as cloud technologies and services remain in their early stages, it has become abundantly clear that revenue -- at least significant revenue -- is not going to come from hosting. Many of the big-time cloud providers have essentially made cloud data hosting a commodity, which is ideal for Microsoft and other companies from the field.

Here are the top yielding stocks...

Cisco Systems -- Yield: 2.86%

Cisco Systems (NASDAQ:CSCO) employs 71,833 people, generates revenue of $49,161.00 million and has a net income of $8,981.00 million. The current market capitalization stands at $147.53 billion.


CSCO increased dividends 2 out of the last 2 years. In 2014 the dividend yield was 3.4%. Dividend distributions were in January, April, July and September. The dividend payout ratio is 50%. In the last 10 years, the stock had an annual compounded return of 4.7% including dividends and stock price appreciation. This is 0.8% lower than the S&P 500 return of 5.4%. The company operates in the Technology sector.

Cisco Systems’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $13,696.00 million. The EBITDA margin is 27.86% (the operating margin is 21.91% and the net profit margin 18.27%).

Financials: The total debt represents 22.34% of Cisco Systems assets and the total debt in relation to the equity amounts to 42.47%. Due to the financial situation, a return on equity of 15.44% was realized by Cisco Systems.

Twelve trailing months earnings per share reached a value of $1.75. Last fiscal year, Cisco Systems 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 16.62, the P/S ratio is 3.04 and the P/B ratio is finally 2.50. The dividend yield amounts to 2.86%.

Stock Charts:


Long-Term Stock Price Chart of Cisco Systems (CSCO)
Long-Term Stock Price Chart of Cisco Systems (CSCO)
Long-Term Dividend Payment History of Cisco Systems (CSCO)
Long-Term Dividend Payment History of Cisco Systems (CSCO)
Long-Term Dividend Yield History of Cisco Systems (CSCO)
Long-Term Dividend Yield History of Cisco Systems (CSCO)



Intel Corporation -- Yield: 2.77%

Intel Corporation (NASDAQ:INTC) employs 106,700 people, generates revenue of $55,870.00 million and has a net income of $11,704.00 million. The current market capitalization stands at $161.78 billion.


INTC increased dividends 18 out of the last 21 years. In 2014 the dividend yield was 3.6%. Dividend distributions were in February, May, August and November. The dividend payout ratio is 43%. In the last 10 years, the stock had an annual compounded return of 7.5% including dividends and stock price appreciation. This is 2% higher than the S&P 500 return of 5.4%. The company operates in the Technology sector.

Intel Corporation’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $24,191.00 million. The EBITDA margin is 43.30% (the operating margin is 27.21% and the net profit margin 20.95%).

Financials: The total debt represents 14.91% of Intel Corporation assets and the total debt in relation to the equity amounts to 24.54%. Due to the financial situation, a return on equity of 20.51% was realized by Intel Corporation.

Twelve trailing months earnings per share reached a value of $2.34. Last fiscal year, Intel Corporation paid $0.90 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 14.54, the P/S ratio is 2.95 and the P/B ratio is finally 2.95. The dividend yield amounts to 2.77%.

Stock Charts:


Long-Term Stock Price Chart of Intel Corporation (INTC)
Long-Term Stock Price Chart of Intel Corporation (INTC)
Long-Term Dividend Payment History of Intel Corporation (INTC)
Long-Term Dividend Payment History of Intel Corporation (INTC)
Long-Term Dividend Yield History of Intel Corporation (INTC)
Long-Term Dividend Yield History of Intel Corporation (INTC)



Microsoft -- Yield: 2.67%

Microsoft (NASDAQ:MSFT) employs 118,000 people, generates revenue of $93,580.00 million and has a net income of $12,193.00 million. The current market capitalization stands at $427.59 billion.


MSFT increased dividends 9 out of the last 10 years. In 2014 the dividend yield was 3.2%. Dividend distributions were in February, May, August and November. The dividend payout ratio is 44%. In the last 10 years, the stock had an annual compounded return of 8% including dividends and stock price appreciation. This is 2.5% higher than the S&P 500 return of 5.4%. The company operates in the Technology sector.

Microsoft’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $34,129.00 million. The EBITDA margin is 36.47% (the operating margin is 19.21% and the net profit margin 13.03%).

Financials: The total debt represents 20.03% of Microsoft assets and the total debt in relation to the equity amounts to 44.07%. Due to the financial situation, a return on equity of 14.36% was realized by Microsoft.

Twelve trailing months earnings per share reached a value of $1.49. Last fiscal year, Microsoft paid $1.24 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 35.97, the P/S ratio is 4.61 and the P/B ratio is finally 5.41. The dividend yield amounts to 2.67%.

Stock Charts:


Long-Term Stock Price Chart of Microsoft (MSFT)
Long-Term Stock Price Chart of Microsoft (MSFT)
Long-Term Dividend Payment History of Microsoft (MSFT)
Long-Term Dividend Payment History of Microsoft (MSFT)
Long-Term Dividend Yield History of Microsoft (MSFT)
Long-Term Dividend Yield History of Microsoft (MSFT)



NetApp -- Yield: 2.11%

NetApp (NASDAQ:NTAP) employs 12,810 people, generates revenue of $6,122.70 million and has a net income of $559.90 million. The current market capitalization stands at $9.95 billion.


NTAP has only 1 full years of dividend history. In the last 10 years, the stock had an annual compounded return of 2.5% including dividends and stock price appreciation. This is 3% lower than the S&P 500 return of 5.4%. The company operates in the Technology sector.

NetApp’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,023.70 million. The EBITDA margin is 16.72% (the operating margin is 11.70% and the net profit margin 9.14%).

Financials: The total debt represents 15.82% of NetApp assets and the total debt in relation to the equity amounts to 43.56%. Due to the financial situation, a return on equity of 15.55% was realized by NetApp.

Twelve trailing months earnings per share reached a value of $1.39. Last fiscal year, NetApp paid $0.66 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 24.31, the P/S ratio is 1.64 and the P/B ratio is finally 3.05. The dividend yield amounts to 2.11%.

Stock Charts:


Long-Term Stock Price Chart of NetApp (NTAP)
Long-Term Stock Price Chart of NetApp (NTAP)
Long-Term Dividend Payment History of NetApp (NTAP)
Long-Term Dividend Payment History of NetApp (NTAP)
Long-Term Dividend Yield History of NetApp (NTAP)
Long-Term Dividend Yield History of NetApp (NTAP)



EMC Corporation -- Yield: 1.76%

EMC Corporation (NYSE:EMC) employs 70,000 people, generates revenue of $24,440.00 million and has a net income of $2,894.00 million. The current market capitalization stands at $50.53 billion.


EMC increased dividends 1 out of the last 12 years. In 2014 the dividend yield was 2.2%. Dividend distributions were in January, March, June, September and December. The dividend payout ratio is 35%. In the last 10 years, the stock had an annual compounded return of 7.5% including dividends and stock price appreciation. This is 2% higher than the S&P 500 return of 5.4%. The company operates in the Technology sector.

EMC Corporation’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $6,140.00 million. The EBITDA margin is 25.12% (the operating margin is 16.52% and the net profit margin 11.84%).

Financials: The total debt represents 11.93% of EMC Corporation assets and the total debt in relation to the equity amounts to 24.98%. Due to the financial situation, a return on equity of 12.28% was realized by EMC Corporation.

Twelve trailing months earnings per share reached a value of $1.18. Last fiscal year, EMC Corporation paid $0.45 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 22.17, the P/S ratio is 2.06 and the P/B ratio is finally 2.37. The dividend yield amounts to 1.76%.

Stock Charts:


Long-Term Stock Price Chart of EMC Corporation (EMC)
Long-Term Stock Price Chart of EMC Corporation (EMC)
Long-Term Dividend Payment History of EMC Corporation (EMC)
Long-Term Dividend Payment History of EMC Corporation (EMC)
Long-Term Dividend Yield History of EMC Corporation (EMC)
Long-Term Dividend Yield History of EMC Corporation (EMC)



Apple -- Yield: 1.74%

Apple (NASDAQ:AAPL) employs 92,600 people, generates revenue of $233,715.00 million and has a net income of $53,394.00 million. The current market capitalization stands at $662.81 billion.


AAPL increased dividends 5 out of the last 26 years. In 2014 the dividend yield was 2.4%. Dividend distributions were in February, May, August and November. The dividend payout ratio is 28%. In the last 10 years, the stock had an annual compounded return of 38.1% including dividends and stock price appreciation. This is 32.7% higher than the S&P 500 return of 5.4%. The company operates in the Consumer Goods sector.

Apple’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $82,487.00 million. The EBITDA margin is 35.29% (the operating margin is 30.48% and the net profit margin 22.85%).

Financials: The total debt represents 22.19% of Apple assets and the total debt in relation to the equity amounts to 54.01%. Due to the financial situation, a return on equity of 46.25% was realized by Apple.

Twelve trailing months earnings per share reached a value of $9.20. Last fiscal year, Apple paid $1.98 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 12.92, the P/S ratio is 2.85 and the P/B ratio is finally 5.57. The dividend yield amounts to 1.74%.

Stock Charts:


Long-Term Stock Price Chart of Apple (AAPL)
Long-Term Stock Price Chart of Apple (AAPL)
Long-Term Dividend Payment History of Apple (AAPL)
Long-Term Dividend Payment History of Apple (AAPL)
Long-Term Dividend Yield History of Apple (AAPL)
Long-Term Dividend Yield History of Apple (AAPL)



Portfolio Of Cloud Storage Stocks (click to enlarge)



Portfolio Of Cloud Storage Stocks Performance



Portfolio Total Return: 158.1%
The above portfolio's total return (period was limited to 8/31/2008-9/30/2015 by RAX) was 158.1%, outperforming the SPDR S&P 500 ETF's total return of 73.3%.

Portfolio Volatility: 21.7%
The portfolio's volatility was 21.7% which was higher than the S&P 500 volatility of 16.5%.

Portfolio Diversification:

The portfolio's average correlation value is 0.62.

Dividend Yield Portfolio Of Cloud Storage Stocks