Money and Finance
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 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.
Baxter is a company that really understands R&D - share Repurchases and Dividends. From 656 million shares outstanding in 2006, Baxter has trimmed its share count down to 552 million today. Luckily from our perspective it has not done this at the expense of its dividend. Baxter has a steady track record of double digit dividend growth
Baxter metrics
Baxter's only cause for concern is its recent FCF cover, this is a high priority item for the Dividend Compass, but other than FCF cover and a good not great sales growth number its a sea of 5 point scores for Baxter. That will be tough to beat.
Baxter scores
Novo Nordisk has built a wide moat business through its diabetes treatments. Its operatin metrics show a company that is well run from all the key perspectives.
Novo Nordisk metrics
That is as good a set of numbers are you will see, acres of coverage, high growth and Return on Equity. The recent scores are all 5s
Novo Nordisk scores
And so in the last match of Round 1, we have a tie based on 5 year average. Both Baxter and Novo Nordisk come in at 4.86. These are two deserving companies, but we will hand the match to Baxter, Baxter's 3% forward yield is good enough to get the edge over Novo Nordisk's 1.3% yield
That's a wrap on round one and we look forward to round 2.
- Dividend Compass Cup Final - Microsoft V Baxter
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Money and Finance
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 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.
Baxter is a company that really understands R&D - share Repurchases and Dividends. From 656 million shares outstanding in 2006, Baxter has trimmed its share count down to 552 million today. Luckily from our perspective it has not done this at the expense of its dividend. Baxter has a steady track record of double digit dividend growth
Baxter metrics
Baxter's only cause for concern is its recent FCF cover, this is a high priority item for the Dividend Compass, but other than FCF cover and a good not great sales growth number its a sea of 5 point scores for Baxter. That will be tough to beat.
Baxter scores
Novo Nordisk has built a wide moat business through its diabetes treatments. Its operatin metrics show a company that is well run from all the key perspectives.
Novo Nordisk metrics
Novo Nordisk scores
And so in the last match of Round 1, we have a tie based on 5 year average. Both Baxter and Novo Nordisk come in at 4.86. These are two deserving companies, but we will hand the match to Baxter, Baxter's 3% forward yield is good enough to get the edge over Novo Nordisk's 1.3% yield
That's a wrap on round one and we look forward to round 2.
- Dividend Compass Cup Final - Microsoft V Baxter
We started with 16 companies, and here we are at the Dividend Compass Cup Final. Among the sixteen were some of the all time great dividend payers like Procter & Gamble, McDonald's, Coca Cola, and IBM. But now we are down to two. Its not a surprise...
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We started with sixteen companies competing for the Dividend Compass Cup. We are now down to the Final Four. Expect two competitors to bring their A game to this match between Tim Horton's and Microsoft. Both have faced stiff resistance to make it...
- Dividend Compass Cup Match 12- Ch Robinson Vs Baxter
For the final match to determine our Final Four its CH Robinson versus Baxter. 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...
- 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,...
- 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,...