4H·

High-dividend - undervalued

Hi everyone, I'm currently looking for high-dividend stocks that I think look undervalued. I would like to introduce you to my favorites and look forward to your additions. Let's get started:


$FMG (+0.36%) - Fortescue Metals Group


Fortescue is one of the world's leading iron ore producers with a dividend yield of 10.7%. The stock currently trades at a favorable P/E of 6.53 and shows upside potential of around 12% based on an intrinsic valuation of AUD 20.45. Despite a share price decline of over 36% last year, FMG remains an attractive candidate for dividend hunters due to its high EBIT margin (46.76%) and solid balance sheet.


$PLSV - Paratus Energy Services Ltd.


Paratus Energy Services is a specialist in offshore energy infrastructure, particularly in Mexico and Brazil. With a dividend yield of an impressive 21.05% and a forward P/E ratio of just 6.07, the share appears highly undervalued. The current share price is around NOK 44.66, while the fair value is estimated at around NOK 89.49 - an upside potential of over 50%. The high margins (EBIT margin: 46%) and stable cash flows make Paratus an exciting choice.


$KCC (+3.67%) - Klaveness Combination Carriers


KCC is a leading provider of combined cargo ships and offers an exceptional dividend yield of 18.4%. The share is currently trading at a P/E ratio of just 4.19 and is undervalued by around 35% compared to its fair value of around NOK 119. Despite a difficult year (-17.9%), the company impresses with strong net margins (33.29%) and a solid balance sheet.


$BCE (-1.23%) - BCE Inc.


BCE is one of Canada's largest telecommunications companies with a stable dividend yield of just under 12%. After a share price decline of about 14% last year, the stock is considered undervalued (fair value: ~$85). BCE benefits from its market-leading position and continued investment in fiber optic networks, which could support long-term growth.


$NPI (+0.26%) - Northland Power


Northland Power is a global renewable energy provider with a focus on offshore wind power. The share offers a dividend yield of 6.7% and is currently trading well below its fair value (fair value: ~$41). Analysts see upside potential of over 60%, supported by major projects such as Hai Long and Baltic Power.


$UKW (-0.66%) - Greencoat UK Wind


Greencoat UK Wind invests in UK wind farms and offers a stable dividend yield of around 10.5%. The current share price (~126p) is well below the average target price (190p), signaling upside potential of around 50%. Thanks to its inflation-linked dividend policy and solid cash flows, UKW remains an attractive option for long-term investors.


I look forward to your additions or opinions on these stocks!

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12 Comments

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$FMG I also have it on my watchlist

$PLSV and $KCC I have to take a look at both first 👍 unfortunately I missed the last dip at $FRO...would also be a candidate that is missing on the list 😉 $BWLPG is also still on the watch....

Canada is out for me because of the withholding tax...

$UKW well, there are just as good alternatives in the BDC sector, as they are sideways performers.

But what's definitely missing from the list in my opinion is Petrobras $PETR4 $PETR3 😉
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$UKW I have topped up twice in the last few days. It's a shame that the @Simpson employment agency at Ukw has been dissolved.
I'm looking forward to more dividends and of course hope that it will be increased again in February! 😀🎉
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$UKW? Ask @Simpson 😀
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