Qualtrim
AI Stock Analysis Platform, DCF/Financial Data, Custom KPIs & Portfolio Tools
Caterpillar, Microsoft, Waste Management, Visa, JPMorgan and Mastercard are dividend compounding machines that also buy back shares rapidly, and great stocks return value to shareholders. Since 2013, Mastercard's dividend per share is up 2,517% with shares outstanding down 27.4%; Visa's dividend is up 888%, Microsoft's 304% and JPMorgan's 334%. Caterpillar has cut its share count 30%, JPMorgan 27.6% and Waste Management 13.3%. x.com x.com x.com x.com x.com x.comÂ
These ten high-growth dividend compounders could be bought and held without much attention, given their rapid dividend growth. Dividend-per-share growth rates run from 30.8% at Broadcom, 24.7% at MSCI and 23.4% at Comfort Systems USA to 17.3% at Visa, 16.7% at Mastercard, 16% at UnitedHealth and 15.1% at Intuit, with Costco, Eli Lilly and Fastenal at about 12-13%. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.comÂ
Mastercard's payment and earnings growth make it more satisfying than ever to own amid Alphabet's and Amazon's post-earnings reactions. Q3 2026 revenue rose 14% to $9.8 billion, adjusted EPS rose 21% to $5.31, and adjusted operating margin was 60.5%. Volume grew 7%, cross-border volume 11%, and $3.8 billion went to shareholders through buybacks and dividends. x.comÂ
Qualcomm, Johnson & Johnson, Wendy's, IBM, Coca-Cola, PepsiCo and Caterpillar are steady dividend payers that pay investors to wait, in keeping with Warren Buffett's rule never to lose money. Johnson & Johnson, Coca-Cola and PepsiCo have raised their dividends for decades. Qualcomm licenses wireless patents nearly every phone maker pays for, IBM leads in quantum computing research, and Caterpillar is a growing supplier of power generation for data centers. x.com x.com x.com x.com x.com x.com … Show more
Caterpillar has stretched too far on valuation relative to its main peers, especially Cummins. United Rentals, despite less direct exposure to data centers, is still catching up on multiples. x.comÂ
Mastercard, Microsoft, MSCI, Intuit, Waste Management, Intercontinental Exchange, Abbott Laboratories and Broadcom are dividend-growth stocks worth retiring on because the companies are just that good. x.com x.com x.com x.com x.com x.com x.com x.comÂ
Mastercard, AutoZone, Booking, Apple, Caterpillar, ADP and Fair Isaac are buyback machines, among the best stocks to own, because each has consistently reduced its share count. That raises each shareholder's ownership stake every quarter without lifting a finger. x.com x.com x.com x.com x.com x.com x.comÂ
Caterpillar looks like a prime short because it trades on AI-style hype without earnings to match. Its quarter-on-quarter numbers aren't proving out: last quarter it earned less than last September, and revenue versus last year doesn't look great. The stock ran up hard even with rates at their peak and likely to stay there for a while. x.com x.com x.comÂ
Dividend growth stocks have quietly outperformed the S&P 500 for decades, making Broadcom, Visa, S&P Global, Costco, Mastercard, Texas Instruments, Microsoft, PepsiCo, Starbucks and NVIDIA ten to buy and hold forever. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.comÂ
Caterpillar's strong fundamentals should eventually help its shares find support once investors agree on a new multiple. The stock is down 35% from its peak after a parabolic run; continued separation of gross profit from operating expenses would be welcome. x.comÂ
Microsoft is not cheap even after a 20% drop: it fails a strict 20% margin-of-safety valuation hurdle. x.comÂ
Visa and Mastercard are duopolists riding the death of cash. Their payments networks are too wide for entrants to replicate, giving high margins, pricing power, strong cash flow and high-return reinvestment; they fight smaller peers, not each other, so in a growing market each slice keeps getting bigger. The market underpays persistent quality: in arvy's Swiss study of 2000-2025, sorting on five-year average ROIC earned a 7.16% annual premium, while one year of ROIC proved insignificant. x.com … Show more
