Investors interested in stocks from the Manufacturing - General Industrial sector have probably already heard of Mueller Water Products (MWA) and Nordson (NDSN). But which of these two stocks is more attractive to value investors?
Dividend Kings are underperforming SPY in September, with a -4.22% average return versus SPY's marginal gain. Despite aggregate weakness, 29 Dividend Kings appear both undervalued and offer a long-term expected return of at least 10%. Recent dividend increases and higher projected earnings growth have modestly improved the Kings' average dividend growth rate to 4.49%.
Most dividend growth watchlists stop at consumer staples brands you already know, but three industrial compounders have quietly raised their payouts every year for over a quarter century while making things most investors never think about.
Dividend Kings have a 50+ year track record of increasing dividends, showcasing resilience through economic challenges. I rank the Dividend Kings using my 9F Quality Scores, blending qualitative and quantitative factors for a robust, investment-grade assessment. ADP stands out as the best total-return candidate. It is undervalued, high-quality, and offering a strong projected dividend growth rate and Adjusted Chowder Number.
Investors interested in Manufacturing - General Industrial stocks are likely familiar with Mueller Water Products (MWA) and Nordson (NDSN). But which of these two companies is the best option for those looking for undervalued stocks?
Nordson maintains a critical role in semiconductor packaging and medical device manufacturing hardware. Heavy reliance on acquisitions to drive growth creates ongoing operational and debt-related risks.