Taking your list, I'm adding ROE, the payout ratio and CAGR. One of the criteria for income investing is to find a high yield with an acceptable dividend growth rate. Dividend growth rate is vital if one wants to stay ahead of inflation.
SCG - 4.70%, 9 yrs. ROE 10.54% .. 5 yr P/O 62% .. 5yr CAGR 4.61%
EXC - 5.00%, 3 yrs. ROE 19.98% .. 5yr P/O 66% .. 5yr CAGR 5.71%
CEG - 3.10%, 0 yrs. ROE 76.84% (numbers don't compute)
CNP - 5.10%, 4 yrs. ROE 15.63% .. 5yr P/O 61% .. 5yr CAGR 10.76%
*PGN - 5.70%, 10 yrs. ROE 8.89% .. 5yr P/O 87% .. 5yr CAGR 1.13%
SO - 4.90%, 8 yrs. ROE 13.94% .. 5yr P/O 74% .. 5yr CAGR 4.10%
D - 4.20%, 6 yrs. ROE 22.98% .. 5yr P/O 77% .. 5yr CAGR 6.30%
*NST - 4.20%, 10 yrs. ROE 13.97% .. 5yr P/O 59% .. 5yr CAGR 6.54%
*MDU - 3.20%, 19 yrs. ROE 10.16% .. **P/O 45% .. 5yr CAGR 5.53%
DUK - 5.70%, 2 yrs. ROE 3.15% .. 5yr P/O 107% .. 5yr CAGR 8.95%
* Denotes Achiever
** 1 yr payout ratio, 5 yr unavailable
Aristocrats:
ED - 4.90%, 35 yrs. ROE 9.41% .. 5yr P/O 68% .. 5yr CAGR 0.86%
STR - 3.30%, 30 yrs. ROE 18.05% .. 5 yr P/O 16% .. 5yr CAGR 15.58%
TEG - 5.50%, 51 yrs. ROE 6.94% .. **P/O 105% .. 5yr CAGR 4.30%
Champions:
BKH - 4.60%, 38 yrs. ROE 4.75% .. **P/O 107% .. 5yr CAGR 4.20%
EGN - 1.10%, 27 yrs. ROE 13.32% .. 5yr P/O 12% .. 5yr CAGR 5.40%
MGEE - 4.00%, 34 yrs. ROE 10.36% .. 5yr P/O 65% .. 5yr CAGR 1.56%
NFG - 3.10%, 38 yrs. ROE 12.71% .. 5yr P/O 55% .. 5yr CAGR 3.62%
NWN - 3.60%, 54 yrs. ROE 11.15% .. 5yr P/O 55% .. 5yr CAGR 5.02%
PNY - 4.00%, 30 yrs. ROE 15.03% .. 5yr P/O 65% .. 5yr CAGR 4.33%
VVC - 5.60%, 34 yrs. ROE 9.94% .. 5yr P/O 77% .. 5yr CAGR 2.88%
WGL - 4.30%, 33 yrs. ROE 10.75% .. 5yr P/O 193% .. 5yr CAGR 2.53% (must be an MLP with that payout ratio!)
Other Achievers:
NU - 3.50%, 10 yrs. ROE 8.59% .. **P/O 57% .. 5yr CAGR 8.75%
PPL - 5.10%, 10 yrs. ROE 7.71% .. 5yr P/O 60% .. 5yr CAGR 9.99%
UGI - 3.70%, 17 yrs. ROE 14.96% .. 5yr P/O 37% .. 5yr CAGR 5.94%
ATO - 4.60%, 19 yrs. ROE 8.36% .. 5yr P/O 75% .. 5yr CAGR 1.56%
I noticed PPL had a payout ratio this year of 101%. That will need further investigation. I listed 5 year payout ratios ans 5 year compounded annual growth rates for reference. For my needs, I will check to be sure those rates are consistent in different time frames. PPL and CEG are good examples. |
