Bookmark and Share

20 Financials With The Highest YTD-Performance And Which Are The Cheapest Stocks

Financial dividend stocks with highest performance year-to-date originally published at long-term-investments.blogspot.com. Today I would like to discover the financial sector by the best performing dividend stocks. Financial companies are in focus of main street investors.

We live in a span of a financial bubble and financial services stocks, banks as well as insurer are the main provider for the financial system. Not all of them benefited from the money easing by the fed but in some cases you can see a definitely increase in the company’s balance sheet. The risks rose and yields went down over the recent years. Today, we need much more money to receive the same capital income as 10 years before.

I personally do not own banks or insurer. I still have no opinion or idea about how they could reduce their risk exposure in the financial market. They are real black boxes for me.

However, the 20 best performing financial dividend stocks with a market capitalization over USD 300 million gained 54.50 percent to 97.22 percent since the beginning of the year. Nine of the results still have a buy or better recommendation.

Here are my favorite stocks:
If you would like to receive more dividend stock ideas and the free Dividend Weekly, you should subscribe to my free e-mail list. Alternatively, you can follow me on Facebook or Twitter.

HCI Group (NYSE:HCI) has a market capitalization of $340.70 million. The company employs 222 people, generates revenue of $163.06 million and has a net income of $30.16 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $51.33 million. The EBITDA margin is 31.48 percent (the operating margin is 30.41 percent and the net profit margin 18.49 percent). HCI shares gained 54.50 percent year-to-date.


Financial Analysis: The total debt represents 0.00 percent of the company’s assets and the total debt in relation to the equity amounts to 0.00 percent. Due to the financial situation, a return on equity of 31.71 percent was realized. Twelve trailing months earnings per share reached a value of $4.07. Last fiscal year, the company paid $0.88 in the form of dividends to shareholders. Forward P/E: 7.98.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 7.68, the P/S ratio is 2.09 and the P/B ratio is finally 2.80. The dividend yield amounts to 2.88 percent and the beta ratio has a value of 0.84.

Long-Term Stock Price Chart Of HCI Group (HCI)
Long-Term Dividend Payment History of HCI Group (HCI)
Long-Term Dividend Yield History of HCI Group (HCI)

Assured Guaranty (NYSE:AGO) has a market capitalization of $4.31 billion. The company employs 319 people, generates revenue of $973.00 million and has a net income of $110.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $238.00 million. The EBITDA margin is 24.46 percent (the operating margin is 13.57 percent and the net profit margin 11.31 percent). AGO shares gained 60.92 percent year-to-date.

Financial Analysis: The total debt represents 16.07 percent of the company’s assets and the total debt in relation to the equity amounts to 55.47 percent. Due to the financial situation, a return on equity of 2.28 percent was realized. Twelve trailing months earnings per share reached a value of $2.46. Last fiscal year, the company paid $0.36 in the form of dividends to shareholders. Forward P/E: 8.46.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 9.23, the P/S ratio is 4.42 and the P/B ratio is finally 0.88. The dividend yield amounts to 1.76 percent and the beta ratio has a value of 2.52.

Long-Term Stock Price Chart Of Assured Guaranty (AGO)
Long-Term Dividend Payment History of Assured Guaranty (AGO)
Long-Term Dividend Yield History of Assured Guaranty (AGO)

Fortress Investment Group (NYSE:FIG) has a market capitalization of $3.43 billion. The company employs 976 people, generates revenue of $969.87 million and has a net income of $218.82 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $92.36 million. The EBITDA margin is 9.52 percent (the operating margin is 6.36 percent and the net profit margin 22.56 percent). FIG shares gained 63.57 percent year-to-date.

Financial Analysis: The total debt represents 6.91 percent of the company’s assets and the total debt in relation to the equity amounts to 23.86 percent. Due to the financial situation, a return on equity of 11.31 percent was realized. Twelve trailing months earnings per share reached a value of $0.17. Last fiscal year, the company paid $0.20 in the form of dividends to shareholders. Forward P/E: 9.67.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 40.66, the P/S ratio is 3.53 and the P/B ratio is finally 5.24. The dividend yield amounts to 3.40 percent and the beta ratio has a value of 2.43.

Long-Term Stock Price Chart Of Fortress Investment Group (FIG)
Long-Term Dividend Payment History of Fortress Investment Group (FIG)
Long-Term Dividend Yield History of Fortress Investment Group (FIG)

BGC Partners (NASDAQ:BGCP) has a market capitalization of $1.06 billion. The company employs 6,547 people, generates revenue of $1.766 billion and has a net income of $35.51 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $312.56 million. The EBITDA margin is 17.69 percent (the operating margin is 3.15 percent and the net profit margin 2.01 percent). BGCP shares gained 92.10 percent year-to-date.

Financial Analysis: The total debt represents 27.54 percent of the company’s assets and the total debt in relation to the equity amounts to 109.27 percent. Due to the financial situation, a return on equity of 5.85 percent was realized. Twelve trailing months earnings per share reached a value of $0.14. Last fiscal year, the company paid $0.63 in the form of dividends to shareholders. Forward P/E: 10.53.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 45.01, the P/S ratio is 0.60 and the P/B ratio is finally 2.43. The dividend yield amounts to 7.59 percent and the beta ratio has a value of 1.70.

Long-Term Stock Price Chart Of BGC Partners (BGCP)
Long-Term Dividend Payment History of BGC Partners (BGCP)
Long-Term Dividend Yield History of BGC Partners (BGCP)

Take a closer look at the full list of the best performing financial dividend stocks and which of them are still cheap. The average P/E ratio amounts to 24.73 and forward P/E ratio is 18.31. The dividend yield has a value of 2.06 percent. Price to book ratio is 5.49 and price to sales ratio 5.84. The operating margin amounts to 32.08 percent and the beta ratio is 1.42. Stocks from the list have an average debt to equity ratio of 0.41.

Here is the full table with some fundamentals (TTM):

Top Financial Dividend Stock Performer (Click to enlarge)

If you like this list, please give us a Facebook Like, make a tweet or post a comment in the Dividend Yield community!

Related stock ticker symbols:
RDN, NOAH, BGCP, UVE, FNGN, FFCH, FIG, CBOE, FXCM, HOMB, BNCN, AGO, GBCI, FFIN, AMTD, ANAT, SCHW, TPL, LSE, HCI

Selected Articles:

*I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I receive no compensation to write about any specific stock, sector or theme.