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- Dividend at a Discount - 30 quality companies
Dividend at a Discount - 30 quality companies
30 quality businesses from the US, Europe, and Canada with yields above 1.5%, mispriced by the market, not by their fundamentals. Do your own research. This is not investment advice.
Watching
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
BDX Becton Dickinson US$177.07n/aintrinsic discount 7.0%7D 18.5%3M The author hasn't set a fair value for BDX | ||||||
GILD Gilead Sciences US$130.86n/aintrinsic discount -0.3%7D -0.4%3M The author hasn't set a fair value for GILD | ||||||
RF Regions Financial US$31.39n/aintrinsic discount 1.8%7D 13.6%3M The author hasn't set a fair value for RF | ||||||
DPZ Domino's Pizza US$358.43n/aintrinsic discount 1.8%7D 10.8%3M The author hasn't set a fair value for DPZ | ||||||
LMT Lockheed Martin US$582.85n/aintrinsic discount 1.5%7D 15.1%3M The author hasn't set a fair value for LMT | ||||||
VZ Verizon Communications US$46.99n/aintrinsic discount 1.9%7D -0.5%3M The author hasn't set a fair value for VZ | ||||||
ASRNL ASR Nederland €70.84n/aintrinsic discount 0.5%7D 9.0%3M The author hasn't set a fair value for ASRNL | ||||||
MDLZ Mondelez International US$62.75n/aintrinsic discount -0.5%7D 1.9%3M The author hasn't set a fair value for MDLZ | ||||||
KMB Kimberly-Clark US$108.66n/aintrinsic discount -1.4%7D 10.5%3M The author hasn't set a fair value for KMB | ||||||
BF.B Brown-Forman US$28.27n/aintrinsic discount -1.9%7D 2.1%3M The author hasn't set a fair value for BF.B | ||||||
BMY Bristol-Myers Squibb US$64.15n/aintrinsic discount -1.1%7D 14.2%3M The author hasn't set a fair value for BMY | ||||||
SPGI S&P Global US$408.19n/aintrinsic discount -0.9%7D -2.8%3M The author hasn't set a fair value for SPGI | ||||||
ZTS Zoetis US$77.2716.8% undervalued intrinsic discount 1.6%7D -6.7%3M | ||||||
BIP Brookfield Infrastructure Partners US$38.94n/aintrinsic discount -8.1%7D 5.9%3M The author hasn't set a fair value for BIP | ||||||
NOVO B Novo Nordisk DKK 293.85n/aintrinsic discount -11.2%7D 1.2%3M The author hasn't set a fair value for NOVO B |
Watching
30
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CLX Clorox 9.2%7D 14.6%3M | US$105.60 n/aintrinsic discount | The author hasn't set a fair value for CLX | PE 21.8x | E 11.6% | US$101.71 | |
FAST Fastenal 8.9%7D 15.0%3M | US$50.80 n/aintrinsic discount | The author hasn't set a fair value for FAST | PE 43.1x | E 9.1% | US$48.07 | |
BX Blackstone 4.2%7D 7.8%3M | US$133.45 n/aintrinsic discount | The author hasn't set a fair value for BX | PE 30.3x | E 26.1% | US$142.38 | |
PFE Pfizer 5.2%7D 2.0%3M | US$26.20 n/aintrinsic discount | The author hasn't set a fair value for PFE | PE 34.4x | E 6.6% | US$28.83 | |
BDX Becton Dickinson 7.0%7D 18.5%3M | US$177.07 n/aintrinsic discount | The author hasn't set a fair value for BDX | PE 29.6x | E 9.1% | US$185.17 | |
ACN Accenture 4.8%7D -5.2%3M | US$171.11 n/aintrinsic discount | The author hasn't set a fair value for ACN | PE 13.4x | E 8.5% | US$178.89 | |
CMCSA Comcast 6.3%7D -0.9%3M | US$25.17 n/aintrinsic discount | The author hasn't set a fair value for CMCSA | PE 8x | E 0.7% | US$30.08 | |
DGE Diageo 5.4%7D 12.2%3M | UK£17.33 n/aintrinsic discount | The author hasn't set a fair value for DGE | PE 21.5x | E 10.7% | UK£19.23 | |
MKC McCormick 2.6%7D 8.2%3M | US$52.28 n/aintrinsic discount | The author hasn't set a fair value for MKC | PE 8.7x | E -24.8% | US$60.62 | |
INTU Intuit 2.9%7D -17.9%3M | US$325.25 n/aintrinsic discount | The author hasn't set a fair value for INTU | PE 19.4x | E 12.9% | US$454.65 | |
GILD Gilead Sciences -0.3%7D -0.4%3M | US$130.86 n/aintrinsic discount | The author hasn't set a fair value for GILD | PS 5.3x | E 45.4% | US$157.41 | |
MDT Medtronic 0.2%7D 12.8%3M | US$85.92 n/aintrinsic discount | The author hasn't set a fair value for MDT | PE 22.9x | E 10.1% | US$98.44 | |
RF Regions Financial 1.8%7D 13.6%3M | US$31.39 n/aintrinsic discount | The author hasn't set a fair value for RF | PE 12.5x | E 4.6% | US$32.93 | |
WKL Wolters Kluwer 1.2%7D 12.5%3M | €69.62 n/aintrinsic discount | The author hasn't set a fair value for WKL | PE 11.6x | E 2.6% | €92.77 | |
DPZ Domino's Pizza 1.8%7D 10.8%3M | US$358.43 n/aintrinsic discount | The author hasn't set a fair value for DPZ | PE 19.9x | E 6.2% | US$386.74 | |
LMT Lockheed Martin 1.5%7D 15.1%3M | US$582.85 n/aintrinsic discount | The author hasn't set a fair value for LMT | PE 21.4x | E 8.4% | US$629.53 | |
VZ Verizon Communications 1.9%7D -0.5%3M | US$46.99 n/aintrinsic discount | The author hasn't set a fair value for VZ | PE 12.1x | E 9.4% | US$51.56 | |
ASRNL ASR Nederland 0.5%7D 9.0%3M | €70.84 n/aintrinsic discount | The author hasn't set a fair value for ASRNL | PE 30.4x | E 15.7% | €71.45 | |
MDLZ Mondelez International -0.5%7D 1.9%3M | US$62.75 n/aintrinsic discount | The author hasn't set a fair value for MDLZ | PE 22.8x | E 8.0% | US$69.13 | |
KMB Kimberly-Clark -1.4%7D 10.5%3M | US$108.66 n/aintrinsic discount | The author hasn't set a fair value for KMB | PE 21.4x | E 16.4% | US$118.67 | |
PEP PepsiCo -1.3%7D -10.5%3M | US$138.44 n/aintrinsic discount | The author hasn't set a fair value for PEP | PE 18.1x | E 5.1% | US$155.00 | |
BF.B Brown-Forman -1.9%7D 2.1%3M | US$28.27 n/aintrinsic discount | The author hasn't set a fair value for BF.B | PE 18.1x | E 4.7% | US$27.79 | |
BMY Bristol-Myers Squibb -1.1%7D 14.2%3M | US$64.15 n/aintrinsic discount | The author hasn't set a fair value for BMY | PE 14.1x | E -6.9% | US$66.21 | |
SPGI S&P Global -0.9%7D -2.8%3M | US$408.19 n/aintrinsic discount | The author hasn't set a fair value for SPGI | PE 24.4x | E 6.6% | US$516.95 | |
ABBV AbbVie -2.0%7D 22.1%3M | US$246.04 n/aintrinsic discount | The author hasn't set a fair value for ABBV | PE 69.3x | E 24.4% | US$273.39 | |
KHC Kraft Heinz -5.4%7D 4.2%3M | US$24.96 n/aintrinsic discount | The author hasn't set a fair value for KHC | PS 1.2x | E 64.3% | US$25.03 | |
CVX Chevron -1.6%7D 4.2%3M | US$189.23 n/aintrinsic discount | The author hasn't set a fair value for CVX | PE 18x | E 2.6% | US$216.96 | |
ZTS Zoetis 1.6%7D -6.7%3M | US$77.27 16.8% undervalued intrinsic discount | PE 12.1x | E 5.5% | US$110.19 | ||
BIP Brookfield Infrastructure Partners -8.1%7D 5.9%3M | US$38.94 n/aintrinsic discount | The author hasn't set a fair value for BIP | PE 62.3x | E -115.3% | US$46.64 | |
NOVO B Novo Nordisk -11.2%7D 1.2%3M | DKK 293.85 n/aintrinsic discount | The author hasn't set a fair value for NOVO B | PE 11.2x | E 0.3% | DKK 315.08 |