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David - Sail The Dip's avatar

Loved this compendium. One suggestion: tag a ‘safety subset’ (FCF payout ≤70, net debt/EBITDA ≤3, IG credit). Also, adding shareholder yield would highlight total-return candidates, not just big coupons. Happy to help draft a template if useful.

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Compounding Quality's avatar

Great suggestion. Working on this!

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Robots and Chips's avatar

Outstanding resource for dividend investors! The Altria example is a perfect illustration of the power of long-term dividend compounding - that 10% CAGR total return over 20 years demonstrates exactly why quality matters alongside yield. The 200+ stock watchlist is incredibly valuable, though I agree with the comment above about verifying the payout ratios. One additional metric worth considering for this list would be dividend growth consistency - companies that have raised dividends for 10+ consecutive years tend to have more sustainable business models. The combination of 5%+ yield, stable earnings, and reasonable payout ratios is the sweet spot. Great work aggregating this data!

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Dave Johnson's avatar

Surprised OMF is not on this list. I’d be interested in your thoughts on the company.

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Compounding Quality's avatar

This is defintely a company that could be added to the list!

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Rohit A Mehra's avatar

Most companies on the list are showing a Payout Ratio of 0%. I think that's an error. Can you pls help with a corrected file

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Compounding Quality's avatar

Looking into this. Thanks for letting us know!

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Cjthehustler's avatar

As someone new to investing I'd like to understand better is the payout ratio unimportant compared to the dividend yield. This will help me in building my portfolio.

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Compounding Quality's avatar

I would say the payout ratio is just as important! It tells you something about the sustainability of the dividend

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