THFF - 9 Dividend Aristocrat Bargains To Buy With The Market Near Record Highs
2025-01-10 07:00:00 ET
Summary
- These 9 Dividend Aristocrat PEGY bargains offer a 3.1% yield and are trading at a 51% discount to historical PEGY ratios.
- Analysts project a 55% 12-month upside potential and a 15% CAGR over the next five years, compared to 0% and 9% CAGR for the S&P, respectively.
- The PEGY ratio, which combines EV/FCF, yield, and growth, identifies undervalued stocks. These stocks offer 12% to 15% CAGR returns and have historically outperformed the S&P 500 with less.
- These nine Dividend Aristocrats provide a 3.1% yield, exceptional income growth, and Nvidia-like short-term returns, ideal for long-term income and wealth generation.
- They offer Ultra-SWAN safety, exceptional income growth, and inflation-adjusted returns that have doubled the market since 1992.
Bottom Line Upfront: A Dangerously Overvalued Market Hides Plenty Of Aristocrat Bargain Buys
Consensus Total Return Potential
- Not a forecast.
- Consensus return potential.
- These are the expected returns if and only if these companies grow as expected and return to historical fair value by the end of 2026.
- Fundamentals would justify that.
- 1-Year Fundamentally Justified Upside Potential: 55% vs. 0% S&P.
Average Through 2027: 68% = 17.5% annually vs. 25% (8%) annually S&P.
5-Year Consensus Return Potential: 103% (15% CAGR) vs. 57% (9% CAGR) S&P.
Nucor ( NUE ) 2027 Consensus Total Return Potential
ABM Industries ( ABM ) 2027 Consensus Total Return Potential
NextEra Energy ( NEE ) 2027 Consensus Total Return Potential
Caterpillar ( CAT ) 2027 Consensus Total Return Potential
First Financial Corp. ( THFF ) 2027 Consensus Total Return Potential
A.O. Smith Corp. ( AOS ) 2027 Consensus Total Return Potential
Altria ( MO ) 2027 Consensus Total Return Potential
Genuine Parts Company ( GPC ) 2027 Consensus Total Return Potential
1st Source Corp. ( SRCE ) 2027 Consensus Total Return Potential
The year has started with stocks falling modestly, with only deep-value stocks having a good start to the year....
9 Dividend Aristocrat Bargains To Buy With The Market Near Record Highs