Money and Finance
In the last match of the Dividend Compass Cup, Walmart eked out a win over McCormick Spice. In this match we are sticking with the store shelves theme - Procter & Gamble (PG) versus Unilever (UL).
The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing candidate. Todd Wenning's Dividend Compass scores them 1-5.
Procter & Gamble has continuously paid its dividend since 1890, its raised its dividend 57 years running.
Procter & Gamble may have gone through some churn at the executive level with the short reign of Bob McDonald, however a glance at the Dividend Compass shows that while slowing its not really in dire straits.
PG Metrics
Consistently good margins and interest coverage are enough to overcome low/no growth, and meh FCF cover.
PG Score:
The overall mark for five year average is a strong 4.17, however the last three years are less impressive.
Turning to Unilever, as with Royal Dutch Shell, Unilever is listed in the UK and in the Netherlands. We'll focus on the UK listing (UL) since the UK market has a dividend tax treaty with the US.
Unilever brings very strong REturn on Equity and its balance sheet generally looks better than P&G. However like P&G, Unilever struggles with earnings and FCF Cover. On top of that Unilever is all over the map on dividend growth, not as consistent as you might hope.
Unilever Metrics
The combined effort for Unilever shows that despite strong slaes growth, its not trickling down to the parts that most matter for income investors
Unilever score
This match goes to Procter & Gamble, the firm has had a slowing couple of year, but even its 3.75 recent low score is good enough to beat Unilever's five year average.
P&G cannot celebrate for long since they now have to go up against the mighty Microsoft
The next match is the final round one match, we move to healthcare - Baxter versus Novo Nordisk.
- Dividend Compass Cup Match 11- Microsoft Vs Procter & Gamble
Last match, we had dueling blue chip behemoths Exxon Mobil falling to Wal-mart. This match is old economy versus new economy. Soap versus SOAP. Detergent versus databases. Can Procter & Gamble's heritage which dates to the 19th century fend...
- Dividend Compass Match 9 - Coca Cola Vs Tim Horton's
The Dividend Compass Cup moves to the Elite Eight (Equity Eight?) round. The first match in this round is Coca Cola versus Tim Horton's. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend...
- Dividend Compass Cup Match 8- Baxter Vs Novo Nordisk
In the last match, Procter & Gamble beat out Unilever to advance in the Dividend Compass Cup. This match in the healthcare division is between two heavyweights - Baxter and Novo Nordisk. The Dividend Compass Cup rules are straightforward, we run the...
- Dividend Compass Match 2 - Exxon Mobil Vs Royal Dutch Shell
In Match 1 of the Dividend Compass Cup, we had Coca Cola narrowly defeating Pepsi. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing...
- Dividend Compass Cup October 2013 - Sweet Sixteen
Thanks to DC shenanigans, deeply immoral and irresponsible though they may be, there's starting to be some better prices on interesting companies. This seems like a good time to run Todd Wenning's Dividend Compass. Todd explains the tool here,...
Money and Finance
Dividend Compass Cup Match 7 - Procter & Gamble versus Unilever
In the last match of the Dividend Compass Cup, Walmart eked out a win over McCormick Spice. In this match we are sticking with the store shelves theme - Procter & Gamble (PG) versus Unilever (UL).
The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing candidate. Todd Wenning's Dividend Compass scores them 1-5.
Procter & Gamble may have gone through some churn at the executive level with the short reign of Bob McDonald, however a glance at the Dividend Compass shows that while slowing its not really in dire straits.
PG Metrics
Consistently good margins and interest coverage are enough to overcome low/no growth, and meh FCF cover.
PG Score:
The overall mark for five year average is a strong 4.17, however the last three years are less impressive.
Turning to Unilever, as with Royal Dutch Shell, Unilever is listed in the UK and in the Netherlands. We'll focus on the UK listing (UL) since the UK market has a dividend tax treaty with the US.
Unilever brings very strong REturn on Equity and its balance sheet generally looks better than P&G. However like P&G, Unilever struggles with earnings and FCF Cover. On top of that Unilever is all over the map on dividend growth, not as consistent as you might hope.
Unilever Metrics
Unilever score
This match goes to Procter & Gamble, the firm has had a slowing couple of year, but even its 3.75 recent low score is good enough to beat Unilever's five year average.
P&G cannot celebrate for long since they now have to go up against the mighty Microsoft
The next match is the final round one match, we move to healthcare - Baxter versus Novo Nordisk.
- Dividend Compass Cup Match 11- Microsoft Vs Procter & Gamble
Last match, we had dueling blue chip behemoths Exxon Mobil falling to Wal-mart. This match is old economy versus new economy. Soap versus SOAP. Detergent versus databases. Can Procter & Gamble's heritage which dates to the 19th century fend...
- Dividend Compass Match 9 - Coca Cola Vs Tim Horton's
The Dividend Compass Cup moves to the Elite Eight (Equity Eight?) round. The first match in this round is Coca Cola versus Tim Horton's. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend...
- Dividend Compass Cup Match 8- Baxter Vs Novo Nordisk
In the last match, Procter & Gamble beat out Unilever to advance in the Dividend Compass Cup. This match in the healthcare division is between two heavyweights - Baxter and Novo Nordisk. The Dividend Compass Cup rules are straightforward, we run the...
- Dividend Compass Match 2 - Exxon Mobil Vs Royal Dutch Shell
In Match 1 of the Dividend Compass Cup, we had Coca Cola narrowly defeating Pepsi. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing...
- Dividend Compass Cup October 2013 - Sweet Sixteen
Thanks to DC shenanigans, deeply immoral and irresponsible though they may be, there's starting to be some better prices on interesting companies. This seems like a good time to run Todd Wenning's Dividend Compass. Todd explains the tool here,...