It's also important that the reader understands that the primary attributes that each of these 10 research candidates have in common is fair valuation coupled with a higher
yield than the average company.
Not exact matches
First, an analysis of publicly - traded Vertical SaaS vs. Horizontal SaaS
companies yielded some interesting results (since we primarily invest in emerging growth - oriented
companies, we only included SaaS businesses with less
than $ 250M in revenue and 15 % + CAGR)... Despite similar growth profiles (30 - 40 % forecasted revenue growth), our selected public Vertical SaaS businesses field EBITDA margins that are on
average 20 % -25 % higher
than our selected Horizontal SaaS businesses.
According to Brian, not only is the stock's forward P / E ratio of 15.0 much lower
than its historical norm of 19.1, but its current dividend
yield of 2 % is nearly double the
company's 22 - year
average yield of 1.2 %.
At that amount, Tuesday's purchase was made at the 3.3 %
yield mark — notably higher
than the
company's 10 - year
average yield of 2.9 %.
This is substantially lower
than the
average dividend
yield for
companies in the S&P 500 index (around 2.3 %).
These
companies have increased their dividend for at least 15 years and have a lower
than average price to earnings (PE) ratio, a higher operating margin, a low price to book, a reasonable dividend
yield and payout ratio.
Even though using the 5 - year
average FCF
yield on mid cap
companies (third best single factor we tested) over the test period would have given you a higher return
than the 12 - month FCF
yield, the results for the other market size
companies would have been a lot lower.
DHT's free cash flow
yield2 at 23 % is more
than quadruple the mean of its comparable
companies, who
average a 5.3 % dividend
yield and who all currently pay dividends, including those who previously eliminated their dividend during the crisis.
These
companies are financially stable, and clearly help contribute to the fund's better -
than - market -
average yield.
Wireless communications
companies generally offer dividend
yields that are slightly higher -
than -
average.
It's interesting to see that a quick quote using Zander's quote engine only
yields 7 or so
companies, all of which pay higher
than average compensation to agencies.