8 Mid Cap Consumer Dividend Stocks Selling For Less Than The Book Value

Stocks from the consumer goods sector are characterized by a lower cyclic business model. In times of crises, they should give you a higher stability for your portfolio. The whole sector contains 419 companies which have a total market capitalization of $117.3 trillion. The average P/E ratio amounts to 13.8, and the average dividend yield has a value of 1.84 percent. The whole sector is also characterized by low price to book ratios. If we buy stocks for less than the book value, we get real bargains in terms of reproduction value. The company’s equity is much higher than the current price at the market. I screened all stocks from the consumer goods sector with a current market capitalization below the accounted book value (price to book ratio of less than one). 118 stocks fulfilled these criteria. In order to eliminate the risk of small capitalized stocks, I decided to screen only stocks with a market capitalization of more than $2 billion (midcaps). 10 stocks remained. These are the results:

1. Fibria Celulose S.A. (FBR) has a market capitalization of $3.43 billion. The company employs 5,028 people, generates revenues of $3,408.59 million and has a net income of $286.78 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,061.30 million. Because of these figures, the EBITDA margin is 31.14 percent (operating margin 15.60 percent and the net profit margin finally 8.41 percent).

The total debt representing 35.08 percent of the company’s assets and the total debt in relation to the equity amounts to 68.79 percent. Due to the financial situation, the return on equity amounts to 3.44 percent. Finally, earnings per share amounts to $-4.21 of which $0.16 were paid in form of dividends to shareholders last fiscal year.

Here are the price ratios of the company: The P/E ratio is is not calculable, Price/Sales 1.03 and Price/Book ratio 0.41. Dividend Yield: 4.86 percent. The beta ratio is 2.63.

2. Molson Coors Brewing Company (TAP) has a market capitalization of $7.35 billion. The company employs 14,660 people, generates revenues of $3,254.40 million and has a net income of $670.30 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $610.70 million. Because of these figures, the EBITDA margin is 18.77 percent (operating margin 26.56 percent and the net profit margin finally 20.60 percent).

The total debt representing 15.44 percent of the company’s assets and the total debt in relation to the equity amounts to 25.14 percent. Due to the financial situation, the return on equity amounts to 8.98 percent. Finally, earnings per share amounts to $3.26 of which $1.08 were paid in form of dividends to shareholders last fiscal year.

Here are the price ratios of the company: The P/E ratio is 12.44, Price/Sales 2.30 and Price/Book ratio 0.99. Dividend Yield: 3.11 percent. The beta ratio is 0.75.

3. Magna Intl. (MGA) has a market capitalization of $8.01 billion. The company employs 96,000 people, generates revenues of $24,102.00 million and has a net income of $961.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,815.00 million. Because of these figures, the EBITDA margin is 7.53 percent (operating margin 4.97 percent and the net profit margin finally 3.99 percent).

The total debt representing 0.70 percent of the company’s assets and the total debt in relation to the equity amounts to 1.20 percent. Due to the financial situation, the return on equity amounts to 13.00 percent. Finally, earnings per share amounts to $3.76 of which $0.42 were paid in form of dividends to shareholders last fiscal year.

Here are the price ratios of the company: The P/E ratio is 9.00, Price/Sales 0.35 and Price/Book ratio 0.98 Dividend Yield: 2.84 percent. The beta ratio is 1.40.

4. HONDA MOTOR (HMC) has a market capitalization of $54.43 billion. The company employs 179,060 people, generates revenues of $114,737.00 million and has a net income of $5,439.99 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $14,551.47 million. Because of these figures, the EBITDA margin is 12.68 percent (operating margin 6.38 percent and the net profit margin finally 4.74 percent).

The total debt representing 35.66 percent of the company’s assets and the total debt in relation to the equity amounts to 92.71 percent. Due to the financial situation, the return on equity amounts to 12.17 percent. Finally, earnings per share amounts to $1.55 of which $0.69 were paid in form of dividends to shareholders last fiscal year.

Here are the price ratios of the company: The P/E ratio is 19.46, Price/Sales 0.50 and Price/Book ratio 0.98. Dividend Yield: 2.43 percent. The beta ratio is 0.77.

5. Xerox Corporation (XRX) has a market capitalization of $10.99 billion. The company employs 134,200 people, generates revenues of $21,633.00 million and has a net income of $559.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2,161.00 million. Because of these figures, the EBITDA margin is 9.99 percent (operating margin 3.77 percent and the net profit margin finally 2.58 percent).

The total debt representing 30.25 percent of the company’s assets and the total debt in relation to the equity amounts to 74.93 percent. Due to the financial situation, the return on equity amounts to 6.14 percent. Finally, earnings per share amounts to $0.74 of which $0.17 were paid in form of dividends to shareholders last fiscal year.

Here are the price ratios of the company: The P/E ratio is 10.63, Price/Sales 0.51 and Price/Book ratio 0.93. Dividend Yield: 2.13 percent. The beta ratio is 1.60.

6. Toyota Motor (TM) has a market capitalization of $102.91 billion. The company employs 322,809 people, generates revenues of $243,852.70 million and has a net income of $3,215.68 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amount to $21,104.79 million. Because of these figures, the EBITDA margin is 8.65 percent (operating margin 2.47 percent and the net profit margin finally 1.32 percent).

The total debt representing 41.59 percent of the company’s assets and the total debt in relation to the equity amounts to 120.02 percent. Due to the financial situation, the return on equity amounts to 3.95 percent. Finally, earnings per share amounts to $1.64 of which $1.28 were paid in form of dividends to shareholders last fiscal.

Here are the price ratios of the company: The P/E ratio is 39.96, Price/Sales 0.48 and Price/Book ratio 0.79. Dividend Yield: 1.89 percent. The beta ratio is 0.63.

7. Domtar Corp. (UFS) has a market capitalization of $2.76 billion. The company employs 8,500 people, generates revenues of $5,850.00 million and has a net income of $605.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $969.00 million. Because of these figures, the EBITDA margin is 16.56 percent (operating margin 9.71 percent and the net profit margin finally 10.34 percent).

The total debt representing 14.11 percent of the company’s assets and the total debt in relation to the equity amounts to 26.55 percent. Due to the financial situation, the return on equity amounts to 20.63 percent. Finally, earnings per share amounts to $14.98 of which $0.75 were paid in form of dividends to shareholders the last fiscal year.

Here are the price ratios of the company: The P/E ratio is 4.96, Price/Sales 0.56 and Price/Book ratio 0.94. Dividend Yield: 1.80 percent. The beta ratio is 2.69.

8. Sony Corporation (SNE) has a market capitalization of $17.57 billion. The company employs 168,200 people, generates revenues of $92,197.63 million and has a net income of $-2,828.68 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $9,675.80 million. Because of these figures, the EBITDA margin is 10.49 percent (operating margin 2.68 percent and the net profit margin finally -3.07 percent).

The total debt representing 7.55 percent of the company’s assets and the total debt in relation to the equity amounts to 38.29 percent. Due to the financial situation, the return on equity amounts to -9.42 percent. Finally, earnings per share amounts to $-4.59 of which $0.32 were paid in form of dividends to shareholders the last fiscal year.

Here are the price ratios of the company: The P/E ratio is is not calculable, Price/Sales 0.20 and Price/Book ratio 0.55. Dividend Yield: 1.77 percent. The beta ratio is 1.44.

9. Bunge Limited (BG) has a market capitalization of $8.54 billion. The company employs 32,000 people, generates revenues of $45,707.00 million and has a net income of $2,361.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $3,720.00 million. Because of these figures, the EBITDA margin is 8.14 percent (operating margin 6.67 percent and the net profit margin finally 5.17 percent).

The total debt representing 18.77 percent of the company’s assets and the total debt in relation to the equity amounts to 39.94 percent. Due to the financial situation, the return on equity amounts to 23.49 percent. Finally, earnings per share amounts to $6.30 of which $0.90 were paid in form of dividends to shareholders the last fiscal year.

Here are the price ratios of the company: The P/E ratio is 9.31, Price/Sales 0.19 and Price/Book ratio 0.78. Dividend Yield: 1.64 percent. The beta ratio is 1.15.

10. Panasonic (PC) has a market capitalization of $20.37 billion. The company employs 360,700 people, generates revenues of $111,601.90 million and has a net income of $973.13 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $9,696.74 million. Because of these figures, the EBITDA margin is 8.69 percent (operating margin 3.51 percent and the net profit margin finally 0.87 percent).

The total debt representing 21.16 percent of the company’s assets and the total debt in relation to the equity amounts to 64.69 percent. Due to the financial situation, the return on equity amounts to 2.77 percent. Finally, earnings per share amounts to $-0.76 of which $0.13 were paid in form of dividends to shareholders the last fiscal year.

Here are the price ratios of the company: The P/E ratio is is not calculable, Price/Sales 0.20 and Price/Book ratio 0.56. Dividend Yield: 1.42 percent. The beta ratio is 0.80.

Disclosure: I am long TAP.