Dividend aristocrats super Moat

Screening Filters & Rationale

1. Market Cap ≥ $20 billion:

   • Purpose: Focus on large, established companies with stability and resources to maintain competitive advantages.
   • Rationale: Large-cap companies are more likely to sustain their dividend payouts and competitive moats over time.

2. Dividend Yield (TTM) ≥ 2%:

   • Purpose: Ensure a baseline level of income generation for dividend-focused investors.
   • Rationale: A yield of at least 2% indicates a meaningful return while avoiding excessively high yields that may signal risk.

3. Gross Margin ≥ 50%:

   • Purpose: Identify companies with strong pricing power and operational efficiency.
   • Rationale: High gross margins are indicative of a durable competitive advantage and the ability to withstand market pressures.

4. Return on Equity (ROE) ≥ 20%:

   • Purpose: Highlight companies effectively generating profits from shareholder equity.
   • Rationale: A high ROE reflects strong management performance and a sustainable business model.

5. 5-Year Dividend CAGR ≥ 7%:

   • Purpose: Focus on companies with a consistent track record of growing dividends.
   • Rationale: A robust dividend growth rate signals financial health and commitment to returning value to shareholders.