As a dividend-growth investor, I'm always looking for better ways to evaluate the investment quality of a stock individually as well as part of my broader portfolio. In the very beginning I used to heavily invest in stocks that were Dividend Aristocrats. But I started asking questions such as, how are these stocks performing compared to their peers. Are there stocks with better performing ROEs? What level of risk (Sharpe ratio) was taken to achieve those earnings? What is the forecasted earnings growth over the next 5 years? How many consecutive years have they increased dividends? What's their payout ratio? What are analysts thinking? Are there sectors/industries I'm overinvested or underinvested in?

So I decided to write some programs to pull free financial data from multiple sources. I consolidate all of these different data sources, cleanse and standardize the data, and came up with my own scoring metric on how to rank each stock. It does lean more towards small cap stocks which I typically avoid, but it's still informative to know what ranks high. The metrics I use for calculating my score include metrics such as Current Dividend Yield, 5-yr Forecasted Earnings Growth, ROE, Payout Ratio, Sharpe Ratio, Piotroski F Score, Dividend List Membership (Aristocrats, Champions, Kings, etc.) and it favors stocks with strong histories of paying quality dividends. I try not to give any one metric too much weight.

Pasted below is a link to a GoogleSheets spreadsheet that has the entire list. Hopefully you can use the data to make more informed investing decisions.

What are your thoughts on my top rankings? Any surprises? Any questions on any particular metric? Hopefully it has provided you with extra investment insight. I'm always looking for ways to refine my methodology and scoring, so any suggestions would be appreciated.

Data Disclaimer: Data from free, publicly available sources are known to have data inaccuracy issues and financial metrics/forecasts are constantly changing everyday, so please independently verify any metric you use when making investment decisions. The analysis is for information purposes only and is not to be interpreted as an investment recommendation.

Comments

COMPL3X-83 t1_j2e5qpw wrote on December 31, 2022 at 4:25 PM

This is a pretty comprehensive data pool. So I think filters can be used nicely to filter down stocks. I tend to look at low debt / debt free companies now with high profit margins. alongside the stock being in a sector that will continue to do well.

usually_guilty99 t1_j2er6pf wrote on December 31, 2022 at 6:49 PM

Growth stage companies - tough to be debt free.

KryptoSC OP t1_j2e6gl6 wrote on December 31, 2022 at 4:30 PM

Exactly. That's why it's in Excel. You'll need to use the filters to narrow down and screen out the stocks in your category.

cosmicchopsuey t1_j2eewnx wrote on December 31, 2022 at 5:27 PM

What's your fav pick so far?

bijaytheslayer t1_j2eqk7c wrote on December 31, 2022 at 6:45 PM

what are the filters you are using for that? i mean the exact fields. Thanks!!

User Report
Total Submissions	0	First Seen In WSB	7 months ago
Total Comments	11	Previous Best DD
Account Age	8 months	[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)	[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)

PleasantAnomaly t1_j2ft874 wrote on December 31, 2022 at 11:26 PM

VisualMod t1_j2e4zfa wrote on December 31, 2022 at 4:20 PM

>I think your investment analysis is interesting and provides a lot of useful information. I'm surprised that you favor small cap stocks, as I typically avoid them myself. I would be interested in hearing more about why you believe they are a good investment opportunity.

KryptoSC OP t1_j2e669q wrote on December 31, 2022 at 4:28 PM

I said in my post that I avoid small-cap stocks. I 'm a conservative, dividend-growth investor, so I favor larger cap stocks.

YouNeedToGrow t1_j2ecnfc wrote on December 31, 2022 at 5:12 PM

Visualmod is a bot. They're trying their best to become sentient.

KryptoSC OP t1_j2edqws wrote on December 31, 2022 at 5:19 PM

Ahhh, that makes sense. Thx.

Financial Metrics of over 8000 Stocks Compiled