Investments

Canadian Natural Resources

CNQ

Stock

Energy

#02

Q-score estimate29.5#2 of 100 assessed stocks

1 YEAR TOTAL RETURN+57.0%

Price92% of return+52.6%

Dividend8% of return+4.4%

#5 return rank · 100 peers

5 YEARS TOTAL RETURN+293.6%+31.6% / yr annualized

Price73% of return+215.1%

Dividend27% of return+78.5%

#4 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CNQ +293.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+206.0 ppFull history

Canadian dividend candidate View page

Financial finalist View page

AFL

Stock

Financials

#03

Aflac

Q-score estimate24.7#3 of 100 assessed stocks

1 YEAR TOTAL RETURN+10.0%

Price77% of return+7.7%

Dividend23% of return+2.3%

#44 return rank · 100 peers

5 YEARS TOTAL RETURN+150.2%+20.2% / yr annualized

Price82% of return+123.4%

Dividend18% of return+26.8%

#13 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · AFL +150.2%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+62.5 ppFull history

NDSN

Stock

Industrials

#04

Nordson Corporation

Q-score estimate23.6#4 of 100 assessed stocks

Income Lens research candidate

Precision dispensing equipment serves multiple industrial end markets.

1 YEAR TOTAL RETURN+38.6%

Price96% of return+36.9%

Dividend4% of return+1.7%

#16 return rank · 100 peers

5 YEARS TOTAL RETURN+37.3%+6.5% / yr annualized

Price79% of return+29.4%

Dividend21% of return+7.8%

#50 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · NDSN +37.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-50.4 ppFull history

Compounding example View page

ITW

Stock

Industrials

#05

Illinois Tool Works

Q-score estimate22.1#5 of 100 assessed stocks

1 YEAR TOTAL RETURN+4.8%

Price46% of return+2.2%

Dividend54% of return+2.6%

#51 return rank · 100 peers

5 YEARS TOTAL RETURN+40.7%+7.1% / yr annualized

Price62% of return+25.0%

Dividend38% of return+15.7%

#48 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ITW +40.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-46.9 ppFull history

ABT

Stock

Healthcare

#06

Abbott Laboratories

Q-score estimate21.7#6 of 100 assessed stocks

1 YEAR TOTAL RETURN-22.0%

Price-23.7%

Dividend+1.8%

Net loss; shares not shown.

#90 return rank · 100 peers

5 YEARS TOTAL RETURN-9.4%-2.0% / yr annualized

Price-17.8%

Dividend+8.4%

Net loss; shares not shown.

#82 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ABT -9.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-97.1 ppFull history

Top core stock View page

ACN

Stock

Technology

#06

Accenture plc

Q-score estimate21.7#6 of 100 assessed stocks

Income Lens research candidate

Global consulting and managed services provide repeat enterprise demand.

1 YEAR TOTAL RETURN-22.8%

Price-24.3%

Dividend+1.6%

Net loss; shares not shown.

#91 return rank · 100 peers

5 YEARS TOTAL RETURN-40.7%-9.9% / yr annualized

Price-45.4%

Dividend+4.7%

Net loss; shares not shown.

#94 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ACN -40.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-128.4 ppFull history

MCD

Stock

Consumer discretionary

#06

McDonald's Corporation

Q-score estimate21.7#6 of 100 assessed stocks

Income Lens research candidate

Franchise royalties provide a repeatable global cash-flow model.

1 YEAR TOTAL RETURN-15.4%

Price-17.6%

Dividend+2.1%

Net loss; shares not shown.

#86 return rank · 100 peers

5 YEARS TOTAL RETURN+16.7%+3.1% / yr annualized

Price23% of return+3.8%

Dividend77% of return+12.8%

#64 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · MCD +16.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-71.0 ppFull history

Canadian National Railway

CNI

Stock

Industrials

#09

Q-score estimate21.1#9 of 100 assessed stocks

1 YEAR TOTAL RETURN+29.4%

Price93% of return+27.2%

Dividend7% of return+2.2%

#22 return rank · 100 peers

5 YEARS TOTAL RETURN+15.3%+2.9% / yr annualized

Price29% of return+4.4%

Dividend71% of return+10.9%

#67 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CNI +15.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-72.3 ppFull history

Nanalyze holding · Feb 2026 View page

Upcoming champion View page

NKE

Stock

Consumer discretionary

#10

Nike

Q-score estimate20.5#10 of 100 assessed stocks

1 YEAR TOTAL RETURN-49.1%

Price-50.7%

Dividend+1.6%

Net loss; shares not shown.

#99 return rank · 100 peers

5 YEARS TOTAL RETURN-74.8%-24.1% / yr annualized

Price-77.0%

Dividend+2.2%

Net loss; shares not shown.

#99 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · NKE -74.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-162.4 ppFull history

The Procter & Gamble Company

PG

Stock

Consumer staples

#11

Q-score estimate20.2#11 of 100 assessed stocks

1 YEAR TOTAL RETURN-4.2%

Price-6.9%

Dividend+2.7%

Net loss; shares not shown.

#78 return rank · 100 peers

5 YEARS TOTAL RETURN+16.5%+3.1% / yr annualized

Price15% of return+2.4%

Dividend85% of return+14.0%

#65 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · PG +16.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-71.1 ppFull history

PEP

Stock

Consumer staples

#12

PepsiCo, Inc.

Q-score estimate20.1#12 of 100 assessed stocks

Income Lens research candidate

Snacks and beverages diversify recurring consumer cash flows.

1 YEAR TOTAL RETURN-4.1%

Price-7.8%

Dividend+3.7%

Net loss; shares not shown.

#75 return rank · 100 peers

5 YEARS TOTAL RETURN-0.7%-0.1% / yr annualized

Price-15.5%

Dividend+14.9%

Net loss; shares not shown.

#77 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · PEP -0.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-88.3 ppFull history

PPG

Stock

Materials

#13

PPG Industries

Q-score estimate19.9#13 of 100 assessed stocks

1 YEAR TOTAL RETURN-1.6%

Price-4.1%

Dividend+2.5%

Net loss; shares not shown.

#66 return rank · 100 peers

5 YEARS TOTAL RETURN-20.6%-4.5% / yr annualized

Price-28.6%

Dividend+8.0%

Net loss; shares not shown.

#88 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · PPG -20.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-108.2 ppFull history

CTAS

Stock

Industrials

#14

Cintas Corporation

Q-score estimate19.5#14 of 100 assessed stocks

Income Lens research candidate

Workplace services and rental contracts support recurring revenue.

1 YEAR TOTAL RETURN+0.1%

Price-1595% of return-0.9%

Dividend1695% of return+1.0%

#61 return rank · 100 peers

5 YEARS TOTAL RETURN+110.4%+16.1% / yr annualized

Price91% of return+100.9%

Dividend9% of return+9.6%

#19 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CTAS +110.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+22.8 ppFull history

McCormick & Company, Incorporated

MKC

Stock

Consumer staples

#15

Q-score estimate19.4#15 of 100 assessed stocks

Income Lens research candidate

Flavor and seasoning products support recurring consumer and business demand.

1 YEAR TOTAL RETURN-24.1%

Price-26.5%

Dividend+2.4%

Net loss; shares not shown.

#93 return rank · 100 peers

5 YEARS TOTAL RETURN-36.3%-8.6% / yr annualized

Price-43.1%

Dividend+6.8%

Net loss; shares not shown.

#91 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · MKC -36.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-123.9 ppFull history

Automatic Data Processing

ADP

Stock

Business services

#16

Q-score estimate19.3#16 of 100 assessed stocks

1 YEAR TOTAL RETURN-4.1%

Price-6.8%

Dividend+2.7%

Net loss; shares not shown.

#76 return rank · 100 peers

5 YEARS TOTAL RETURN+52.5%+8.8% / yr annualized

Price69% of return+36.4%

Dividend31% of return+16.1%

#43 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ADP +52.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-35.1 ppFull history

Costco Wholesale Corporation

COST

Stock

Consumer staples

#17

Q-score estimate19.2#17 of 100 assessed stocks

Income Lens research candidate

Membership fees and repeat retail demand provide a durable business comparison.

1 YEAR TOTAL RETURN-5.4%

Price-6.0%

Dividend+0.5%

Net loss; shares not shown.

#79 return rank · 100 peers

5 YEARS TOTAL RETURN+109.4%+16.0% / yr annualized

Price90% of return+98.5%

Dividend10% of return+11.0%

#20 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · COST +109.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+21.8 ppFull history

Canadian dividend candidate View page

IMO

Stock

Energy

#17

Imperial Oil

Q-score estimate19.2#17 of 100 assessed stocks

1 YEAR TOTAL RETURN+41.1%

Price93% of return+38.3%

Dividend7% of return+2.9%

#14 return rank · 100 peers

5 YEARS TOTAL RETURN+453.7%+40.9% / yr annualized

Price86% of return+389.9%

Dividend14% of return+63.8%

#1 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · IMO +453.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+366.1 ppFull history

LOW

Stock

Consumer discretionary

#17

Lowe's Companies, Inc.

Q-score estimate19.2#17 of 100 assessed stocks

Income Lens research candidate

Home maintenance and remodeling support a repeat-demand retail thesis.

1 YEAR TOTAL RETURN-26.6%

Price-28.1%

Dividend+1.5%

Net loss; shares not shown.

#95 return rank · 100 peers

5 YEARS TOTAL RETURN+3.3%+0.7% / yr annualized

Price-188% of return-6.2%

Dividend288% of return+9.5%

#73 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · LOW +3.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-84.3 ppFull history

Texas Instruments Incorporated

TXN

Stock

Technology

#20

Q-score estimate19.0#20 of 100 assessed stocks

Income Lens research candidate

Analog semiconductors diversify the dividend-growth technology sleeve.

1 YEAR TOTAL RETURN+50.6%

Price92% of return+46.8%

Dividend8% of return+3.8%

#9 return rank · 100 peers

5 YEARS TOTAL RETURN+59.5%+9.8% / yr annualized

Price65% of return+38.4%

Dividend35% of return+21.1%

#42 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · TXN +59.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-28.1 ppFull history

LIN

Stock

Materials

#21

Linde plc

Q-score estimate18.9#21 of 100 assessed stocks

1 YEAR TOTAL RETURN-2.0%

Price-3.3%

Dividend+1.3%

Net loss; shares not shown.

#67 return rank · 100 peers

5 YEARS TOTAL RETURN+63.0%+10.3% / yr annualized

Price83% of return+52.3%

Dividend17% of return+10.7%

#39 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · LIN +63.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-24.6 ppFull history

Nanalyze selection View page

KO

Stock

Consumer staples

#22

The Coca-Cola Company

Q-score estimate18.8#22 of 100 assessed stocks

1 YEAR TOTAL RETURN+36.3%

Price90% of return+32.8%

Dividend10% of return+3.5%

#20 return rank · 100 peers

5 YEARS TOTAL RETURN+89.0%+13.6% / yr annualized

Price71% of return+63.2%

Dividend29% of return+25.7%

#28 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · KO +89.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+1.3 ppFull history

Carlisle Companies Incorporated

CSL

Stock

Industrials

#23

Q-score estimate18.7#23 of 100 assessed stocks

Income Lens research candidate

Building-envelope products offer a specialized dividend-growth comparison.

1 YEAR TOTAL RETURN-3.8%

Price-5.1%

Dividend+1.2%

Net loss; shares not shown.

#74 return rank · 100 peers

5 YEARS TOTAL RETURN+65.4%+10.6% / yr annualized

Price86% of return+56.5%

Dividend14% of return+8.9%

#36 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CSL +65.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-22.3 ppFull history

BF-B

Stock

Consumer staples

#24

Brown-Forman Corporation

Q-score estimate18.6#24 of 100 assessed stocks

Income Lens research candidate

Global spirits brands offer repeat demand and international exposure.

1 YEAR TOTAL RETURN-2.3%

Price-5.6%

Dividend+3.3%

Net loss; shares not shown.

#69 return rank · 100 peers

5 YEARS TOTAL RETURN-58.0%-15.9% / yr annualized

Price-62.6%

Dividend+4.6%

Net loss; shares not shown.

#98 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · BF-B -58.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-145.6 ppFull history

KVUE

Stock

Consumer staples

#24

Kenvue Inc.

Q-score estimate18.6#24 of 100 assessed stocks

Income Lens research candidate

Consumer-health brands offer a repeat-demand dividend candidate.

1 YEAR TOTAL RETURN+3.1%

Price-51% of return-1.6%

Dividend151% of return+4.7%

#57 return rank · 100 peers

3.3 YEARS TOTAL RETURN-24.4%Since inception-7.9% / yr annualized

Price-33.8%

Dividend+9.4%

Net loss; shares not shown.

#91 return rank · 100 peers

Dividend includes all distributions and reinvestment.

3.3 years chart* · KVUE -24.4%S&P 500 (SPY) +96.4%

May 4, 2023Sep 18, 2026

vs. S&P 500-120.7 pp3.4 years of history

ROP

Stock

Technology

#26

Roper Technologies

Q-score estimate18.0#26 of 100 assessed stocks

1 YEAR TOTAL RETURN-26.1%

Price-26.8%

Dividend+0.6%

Net loss; shares not shown.

#94 return rank · 100 peers

5 YEARS TOTAL RETURN-16.6%-3.6% / yr annualized

Price-19.2%

Dividend+2.6%

Net loss; shares not shown.

#85 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ROP -16.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-104.3 ppFull history

Financial finalist View page

SPGI

Stock

Financials

#26

S&P Global

Q-score estimate18.0#26 of 100 assessed stocks

1 YEAR TOTAL RETURN-14.9%

Price-15.6%

Dividend+0.8%

Net loss; shares not shown.

#85 return rank · 100 peers

5 YEARS TOTAL RETURN+0.5%+0.1% / yr annualized

Price-790% of return-3.7%

Dividend890% of return+4.2%

#75 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · SPGI +0.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-87.2 ppFull history

Upcoming champion View page

ADI

Stock

Technology

#28

Analog Devices

Q-score estimate17.8#28 of 100 assessed stocks

1 YEAR TOTAL RETURN+52.7%

Price96% of return+50.9%

Dividend4% of return+1.9%

#7 return rank · 100 peers

5 YEARS TOTAL RETURN+141.0%+19.3% / yr annualized

Price86% of return+121.7%

Dividend14% of return+19.3%

#14 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ADI +141.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+53.4 ppFull history

Upcoming champion View page

QCOM

Stock

Technology

#28

Qualcomm

Q-score estimate17.8#28 of 100 assessed stocks

1 YEAR TOTAL RETURN+7.9%

Price72% of return+5.7%

Dividend28% of return+2.2%

#47 return rank · 100 peers

5 YEARS TOTAL RETURN+49.2%+8.3% / yr annualized

Price69% of return+33.9%

Dividend31% of return+15.4%

#45 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · QCOM +49.2%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-38.4 ppFull history

ExxonMobil Holdings Corporation

XOM

Stock

Energy

#28

Q-score estimate17.8#28 of 100 assessed stocks

Income Lens research candidate

Integrated oil and gas adds a long-cycle dividend-income comparison.

1 YEAR TOTAL RETURN+47.7%

Price91% of return+43.5%

Dividend9% of return+4.2%

#10 return rank · 100 peers

5 YEARS TOTAL RETURN+263.0%+29.5% / yr annualized

Price78% of return+204.6%

Dividend22% of return+58.4%

#5 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · XOM +263.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+175.3 ppFull history

CVX

Stock

Energy

#31

Chevron Corporation

Q-score estimate17.7#31 of 100 assessed stocks

Income Lens research candidate

Integrated energy operations diversify dividend-growth sources.

1 YEAR TOTAL RETURN+37.1%

Price86% of return+31.9%

Dividend14% of return+5.2%

#17 return rank · 100 peers

5 YEARS TOTAL RETURN+170.1%+22.0% / yr annualized

Price71% of return+121.0%

Dividend29% of return+49.1%

#9 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CVX +170.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+82.5 ppFull history

Expeditors International of Washington, Inc.

EXPD

Stock

Industrials

#31

Q-score estimate17.7#31 of 100 assessed stocks

Income Lens research candidate

An asset-light global logistics business adds geographic exposure.

1 YEAR TOTAL RETURN+55.5%

Price97% of return+53.9%

Dividend3% of return+1.6%

#6 return rank · 100 peers

5 YEARS TOTAL RETURN+66.9%+10.8% / yr annualized

Price86% of return+57.5%

Dividend14% of return+9.4%

#34 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · EXPD +66.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-20.7 ppFull history

MSFT

Stock

Technology

#31

Microsoft Corporation

Q-score estimate17.7#31 of 100 assessed stocks

Income Lens research candidate

Enterprise software and cloud services provide recurring global revenue.

1 YEAR TOTAL RETURN-2.1%

Price-2.9%

Dividend+0.8%

Net loss; shares not shown.

#68 return rank · 100 peers

5 YEARS TOTAL RETURN+74.8%+11.8% / yr annualized

Price91% of return+67.8%

Dividend9% of return+7.0%

#32 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · MSFT +74.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-12.8 ppFull history

TGT

Stock

Consumer discretionary

#34

Target Corporation

Q-score estimate17.5#34 of 100 assessed stocks

Income Lens research candidate

An established retailer adds a consumer dividend-growth comparison.

1 YEAR TOTAL RETURN+84.1%

Price91% of return+76.9%

Dividend9% of return+7.2%

#2 return rank · 100 peers

5 YEARS TOTAL RETURN-23.7%-5.3% / yr annualized

Price-34.7%

Dividend+11.0%

Net loss; shares not shown.

#90 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · TGT -23.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-111.3 ppFull history

Air Products and Chemicals

APD

Stock

Materials

#35

Q-score estimate17.4#35 of 100 assessed stocks

1 YEAR TOTAL RETURN-0.2%

Price-2.8%

Dividend+2.6%

Net loss; shares not shown.

#62 return rank · 100 peers

5 YEARS TOTAL RETURN+24.8%+4.5% / yr annualized

Price41% of return+10.1%

Dividend59% of return+14.8%

#56 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · APD +24.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-62.8 ppFull history

Archer-Daniels-Midland Company

ADM

Stock

Consumer staples

#36

Q-score estimate16.7#36 of 100 assessed stocks

Income Lens research candidate

Agricultural processing diversifies the business sources of dividends.

1 YEAR TOTAL RETURN+44.1%

Price91% of return+40.0%

Dividend9% of return+4.1%

#11 return rank · 100 peers

5 YEARS TOTAL RETURN+62.1%+10.2% / yr annualized

Price66% of return+40.7%

Dividend34% of return+21.4%

#40 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ADM +62.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-25.5 ppFull history

NEE

Stock

Utilities

#36

NextEra Energy

Q-score estimate16.7#36 of 100 assessed stocks

1 YEAR TOTAL RETURN+16.9%

Price81% of return+13.7%

Dividend19% of return+3.3%

#33 return rank · 100 peers

5 YEARS TOTAL RETURN+12.7%+2.4% / yr annualized

Price-12% of return-1.5%

Dividend112% of return+14.2%

#69 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · NEE +12.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-75.0 ppFull history

RGLD

Stock

Materials

#38

Royal Gold, Inc.

Q-score estimate16.6#38 of 100 assessed stocks

Income Lens research candidate

Precious-metal royalties add commodity-linked cash flow with a different operating model.

1 YEAR TOTAL RETURN+33.9%

Price97% of return+32.8%

Dividend3% of return+1.1%

#21 return rank · 100 peers

5 YEARS TOTAL RETURN+153.3%+20.5% / yr annualized

Price91% of return+139.0%

Dividend9% of return+14.4%

#12 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · RGLD +153.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+65.7 ppFull history

JNJ

Stock

Healthcare

#39

Johnson & Johnson

Q-score estimate16.2#39 of 100 assessed stocks

1 YEAR TOTAL RETURN+58.5%

Price94% of return+55.0%

Dividend6% of return+3.5%

#4 return rank · 100 peers

5 YEARS TOTAL RETURN+89.5%+13.7% / yr annualized

Price72% of return+64.8%

Dividend28% of return+24.7%

#27 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · JNJ +89.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+1.9 ppFull history

GGG

Stock

Industrials

#40

Graco Inc.

Q-score estimate16.1#40 of 100 assessed stocks

Income Lens research candidate

Fluid-handling equipment and aftermarket demand add industrial diversification.

1 YEAR TOTAL RETURN-9.1%

Price-10.3%

Dividend+1.3%

Net loss; shares not shown.

#82 return rank · 100 peers

5 YEARS TOTAL RETURN+9.6%+1.9% / yr annualized

Price29% of return+2.8%

Dividend71% of return+6.8%

#71 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · GGG +9.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-78.0 ppFull history

MDT

Stock

Healthcare

#41

Medtronic plc

Q-score estimate16.0#41 of 100 assessed stocks

Income Lens research candidate

A diversified medical-device franchise supports a recurring demand thesis.

1 YEAR TOTAL RETURN-0.5%

Price-3.6%

Dividend+3.1%

Net loss; shares not shown.

#63 return rank · 100 peers

5 YEARS TOTAL RETURN-16.3%-3.5% / yr annualized

Price-28.4%

Dividend+12.1%

Net loss; shares not shown.

#84 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · MDT -16.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-103.9 ppFull history

CAT

Stock

Industrials

#42

Caterpillar

Q-score estimate15.5#42 of 100 assessed stocks

1 YEAR TOTAL RETURN+74.8%

Price98% of return+73.2%

Dividend2% of return+1.6%

#3 return rank · 100 peers

5 YEARS TOTAL RETURN+362.0%+35.9% / yr annualized

Price89% of return+324.0%

Dividend11% of return+38.1%

#3 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CAT +362.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+274.4 ppFull history

ECL

Stock

Materials

#42

Ecolab Inc.

Q-score estimate15.5#42 of 100 assessed stocks

Income Lens research candidate

Water, hygiene and service relationships support repeat customer revenue.

1 YEAR TOTAL RETURN+2.9%

Price61% of return+1.7%

Dividend39% of return+1.1%

#58 return rank · 100 peers

5 YEARS TOTAL RETURN+31.3%+5.6% / yr annualized

Price77% of return+24.1%

Dividend23% of return+7.2%

#54 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ECL +31.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-56.3 ppFull history

Lockheed Martin Corporation

LMT

Stock

Industrials

#42

Q-score estimate15.5#42 of 100 assessed stocks

Income Lens research candidate

Long-cycle defense programs add contractual revenue visibility.

1 YEAR TOTAL RETURN+15.5%

Price81% of return+12.6%

Dividend19% of return+2.9%

#34 return rank · 100 peers

5 YEARS TOTAL RETURN+80.1%+12.5% / yr annualized

Price72% of return+57.6%

Dividend28% of return+22.6%

#30 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · LMT +80.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-7.5 ppFull history

Lincoln Electric Holdings, Inc.

LECO

Stock

Industrials

#45

Q-score estimate15.3#45 of 100 assessed stocks

Income Lens research candidate

Welding equipment and consumables support repeat industrial demand.

1 YEAR TOTAL RETURN+8.6%

Price84% of return+7.3%

Dividend16% of return+1.4%

#46 return rank · 100 peers

5 YEARS TOTAL RETURN+111.1%+16.1% / yr annualized

Price87% of return+96.1%

Dividend13% of return+15.0%

#18 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · LECO +111.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+23.5 ppFull history

Financial finalist View page

TROW

Stock

Financials

#45

T. Rowe Price Group

Q-score estimate15.3#45 of 100 assessed stocks

1 YEAR TOTAL RETURN+3.6%

Price-42% of return-1.5%

Dividend142% of return+5.2%

#55 return rank · 100 peers

5 YEARS TOTAL RETURN-36.5%-8.7% / yr annualized

Price-49.3%

Dividend+12.9%

Net loss; shares not shown.

#92 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · TROW -36.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-124.1 ppFull history

West Pharmaceutical Services, Inc.

WST

Stock

Healthcare

#45

Q-score estimate15.3#45 of 100 assessed stocks

Income Lens research candidate

Drug-packaging components add recurring pharmaceutical supply demand.

1 YEAR TOTAL RETURN+42.5%

Price99% of return+42.1%

Dividend1% of return+0.4%

#12 return rank · 100 peers

5 YEARS TOTAL RETURN-17.4%-3.8% / yr annualized

Price-18.5%

Dividend+1.1%

Net loss; shares not shown.

#86 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · WST -17.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-105.1 ppFull history

Cincinnati Financial Corporation

CINF

Stock

Financials

#48

Q-score estimate15.2#48 of 100 assessed stocks

Income Lens research candidate

Insurance underwriting and investment income add financial-sector diversification.

1 YEAR TOTAL RETURN+10.8%

Price78% of return+8.4%

Dividend22% of return+2.4%

#41 return rank · 100 peers

5 YEARS TOTAL RETURN+66.5%+10.7% / yr annualized

Price72% of return+47.9%

Dividend28% of return+18.6%

#35 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CINF +66.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-21.1 ppFull history

Colgate-Palmolive Company

CL

Stock

Consumer staples

#49

Q-score estimate14.9#49 of 100 assessed stocks

Income Lens research candidate

Global oral-care and household brands add international consumer exposure.

1 YEAR TOTAL RETURN+10.0%

Price73% of return+7.3%

Dividend27% of return+2.7%

#43 return rank · 100 peers

5 YEARS TOTAL RETURN+29.4%+5.3% / yr annualized

Price51% of return+14.8%

Dividend49% of return+14.5%

#55 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CL +29.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-58.3 ppFull history

The Sherwin-Williams Company

SHW

Stock

Materials

#49

Q-score estimate14.9#49 of 100 assessed stocks

1 YEAR TOTAL RETURN-7.4%

Price-8.2%

Dividend+0.9%

Net loss; shares not shown.

#81 return rank · 100 peers

5 YEARS TOTAL RETURN+15.0%+2.8% / yr annualized

Price66% of return+9.9%

Dividend34% of return+5.1%

#68 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · SHW +15.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-72.6 ppFull history

AOS

Stock

Industrials

#51

A. O. Smith Corporation

Q-score estimate14.8#51 of 100 assessed stocks

Income Lens research candidate

Water-heating replacement demand supports recurring product sales.

1 YEAR TOTAL RETURN-20.3%

Price-22.1%

Dividend+1.7%

Net loss; shares not shown.

#89 return rank · 100 peers

5 YEARS TOTAL RETURN-2.9%-0.6% / yr annualized

Price-11.7%

Dividend+8.7%

Net loss; shares not shown.

#80 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · AOS -2.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-90.6 ppFull history

BRO

Stock

Financials

#51

Brown & Brown, Inc.

Q-score estimate14.8#51 of 100 assessed stocks

Income Lens research candidate

Insurance brokerage offers recurring commissions without direct underwriting exposure.

1 YEAR TOTAL RETURN-28.5%

Price-29.2%

Dividend+0.7%

Net loss; shares not shown.

#97 return rank · 100 peers

5 YEARS TOTAL RETURN+19.6%+3.6% / yr annualized

Price79% of return+15.4%

Dividend21% of return+4.2%

#62 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · BRO +19.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-68.0 ppFull history

FactSet Research Systems Inc.

FDS

Stock

Financials

#51

Q-score estimate14.8#51 of 100 assessed stocks

Income Lens research candidate

Financial data subscriptions provide recurring revenue.

1 YEAR TOTAL RETURN-4.1%

Price-5.8%

Dividend+1.7%

Net loss; shares not shown.

#77 return rank · 100 peers

5 YEARS TOTAL RETURN-20.0%-4.4% / yr annualized

Price-24.2%

Dividend+4.2%

Net loss; shares not shown.

#87 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · FDS -20.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-107.6 ppFull history

Becton, Dickinson and Company

BDX

Stock

Healthcare

#54

Q-score estimate14.7#54 of 100 assessed stocks

Income Lens research candidate

Recurring medical products diversify healthcare cash flows.

1 YEAR TOTAL RETURN+25.2%

Price88% of return+22.2%

Dividend12% of return+3.1%

#26 return rank · 100 peers

5 YEARS TOTAL RETURN-0.5%-0.1% / yr annualized

Price-9.0%

Dividend+8.5%

Net loss; shares not shown.

#76 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · BDX -0.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-88.1 ppFull history

PNR

Stock

Industrials

#54

Pentair plc

Q-score estimate14.7#54 of 100 assessed stocks

Income Lens research candidate

Water treatment and related equipment serve recurring maintenance needs.

1 YEAR TOTAL RETURN-49.2%

Price-49.9%

Dividend+0.6%

Net loss; shares not shown.

#100 return rank · 100 peers

5 YEARS TOTAL RETURN-20.7%-4.5% / yr annualized

Price-25.7%

Dividend+5.1%

Net loss; shares not shown.

#89 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · PNR -20.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-108.3 ppFull history

ATO

Stock

Utilities

#56

Atmos Energy Corporation

Q-score estimate14.5#56 of 100 assessed stocks

Income Lens research candidate

Regulated gas distribution provides a recurring utility-income model.

1 YEAR TOTAL RETURN+1.0%

Price-136% of return-1.3%

Dividend236% of return+2.3%

#60 return rank · 100 peers

5 YEARS TOTAL RETURN+103.5%+15.3% / yr annualized

Price77% of return+79.8%

Dividend23% of return+23.7%

#23 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ATO +103.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+15.9 ppFull history

CMI

Stock

Industrials

#56

Cummins Inc.

Q-score estimate14.5#56 of 100 assessed stocks

Income Lens research candidate

Engines and aftermarket services diversify industrial dividend sources.

1 YEAR TOTAL RETURN+26.6%

Price93% of return+24.8%

Dividend7% of return+1.8%

#24 return rank · 100 peers

5 YEARS TOTAL RETURN+169.5%+22.0% / yr annualized

Price83% of return+140.3%

Dividend17% of return+29.2%

#11 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CMI +169.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+81.9 ppFull history

Nanalyze holding · watch View page

BEN

Stock

Financials

#58

Franklin Resources

Q-score estimate14.4#58 of 100 assessed stocks

1 YEAR TOTAL RETURN+42.5%

Price83% of return+35.3%

Dividend17% of return+7.2%

#13 return rank · 100 peers

5 YEARS TOTAL RETURN+42.1%+7.3% / yr annualized

Price26% of return+10.9%

Dividend74% of return+31.2%

#47 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · BEN +42.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-45.6 ppFull history

CB

Stock

Financials

#58

Chubb Limited

Q-score estimate14.4#58 of 100 assessed stocks

Income Lens research candidate

Global insurance operations diversify earnings sources.

1 YEAR TOTAL RETURN+25.3%

Price96% of return+24.2%

Dividend4% of return+1.1%

#25 return rank · 100 peers

5 YEARS TOTAL RETURN+104.6%+15.4% / yr annualized

Price88% of return+91.5%

Dividend12% of return+13.1%

#22 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CB +104.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+16.9 ppFull history

FAST

Stock

Industrials

#58

Fastenal Company

Q-score estimate14.4#58 of 100 assessed stocks

Income Lens research candidate

Industrial supplies and onsite services offer repeat customer demand.

1 YEAR TOTAL RETURN+6.0%

Price63% of return+3.8%

Dividend37% of return+2.3%

#50 return rank · 100 peers

5 YEARS TOTAL RETURN+109.0%+15.9% / yr annualized

Price78% of return+85.3%

Dividend22% of return+23.7%

#21 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · FAST +109.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+21.4 ppFull history

Canadian dividend candidate View page

TRP

Stock

Energy

#58

TC Energy Corporation

Q-score estimate14.4#58 of 100 assessed stocks

1 YEAR TOTAL RETURN+19.1%

Price88% of return+16.9%

Dividend12% of return+2.3%

#30 return rank · 100 peers

5 YEARS TOTAL RETURN+64.7%+10.5% / yr annualized

Price44% of return+28.6%

Dividend56% of return+36.1%

#37 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · TRP +64.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-23.0 ppFull history

Northrop Grumman Corporation

NOC

Stock

Industrials

#62

Q-score estimate14.3#62 of 100 assessed stocks

Income Lens research candidate

Defense and aerospace programs diversify industrial income.

1 YEAR TOTAL RETURN-6.6%

Price-8.1%

Dividend+1.5%

Net loss; shares not shown.

#80 return rank · 100 peers

5 YEARS TOTAL RETURN+64.0%+10.4% / yr annualized

Price80% of return+51.2%

Dividend20% of return+12.8%

#38 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · NOC +64.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-23.6 ppFull history

ABBV

Stock

Healthcare

#63

AbbVie Inc.

Q-score estimate13.8#63 of 100 assessed stocks

Income Lens research candidate

Biopharmaceutical cash flows provide a healthcare dividend comparison.

1 YEAR TOTAL RETURN+22.6%

Price84% of return+18.9%

Dividend16% of return+3.7%

#27 return rank · 100 peers

5 YEARS TOTAL RETURN+198.1%+24.4% / yr annualized

Price75% of return+148.1%

Dividend25% of return+50.0%

#7 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ABBV +198.1%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+110.4 ppFull history

Kimberly-Clark Corporation

KMB

Stock

Consumer staples

#64

Q-score estimate13.7#64 of 100 assessed stocks

Income Lens research candidate

Household paper and personal-care brands provide repeat demand.

1 YEAR TOTAL RETURN-18.0%

Price-22.0%

Dividend+4.0%

Net loss; shares not shown.

#87 return rank · 100 peers

5 YEARS TOTAL RETURN-11.6%-2.4% / yr annualized

Price-27.2%

Dividend+15.7%

Net loss; shares not shown.

#83 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · KMB -11.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-99.2 ppFull history

GWW

Stock

Industrials

#65

W.W. Grainger, Inc.

Q-score estimate13.4#65 of 100 assessed stocks

Income Lens research candidate

Maintenance supplies and distribution services offer repeat business demand.

1 YEAR TOTAL RETURN+27.0%

Price96% of return+26.0%

Dividend4% of return+1.0%

#23 return rank · 100 peers

5 YEARS TOTAL RETURN+229.3%+27.0% / yr annualized

Price93% of return+213.4%

Dividend7% of return+15.9%

#6 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · GWW +229.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+141.7 ppFull history

RPM

Stock

Materials

#66

RPM International

Q-score estimate13.0#66 of 100 assessed stocks

1 YEAR TOTAL RETURN-19.1%

Price-20.7%

Dividend+1.6%

Net loss; shares not shown.

#88 return rank · 100 peers

5 YEARS TOTAL RETURN+38.5%+6.7% / yr annualized

Price68% of return+26.2%

Dividend32% of return+12.3%

#49 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · RPM +38.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-49.2 ppFull history

AMCR

Stock

Materials

#67

Amcor plc

Q-score estimate12.9#67 of 100 assessed stocks

Income Lens research candidate

Consumer packaging adds recurring volume across end markets.

1 YEAR TOTAL RETURN+7.0%

Price12% of return+0.8%

Dividend88% of return+6.1%

#48 return rank · 100 peers

5 YEARS TOTAL RETURN-8.6%-1.8% / yr annualized

Price-28.9%

Dividend+20.2%

Net loss; shares not shown.

#81 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · AMCR -8.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-96.3 ppFull history

GPC

Stock

Consumer discretionary

#68

Genuine Parts Company

Q-score estimate12.7#68 of 100 assessed stocks

Income Lens research candidate

Replacement parts create repeat demand across automotive and industrial markets.

1 YEAR TOTAL RETURN-3.8%

Price-7.1%

Dividend+3.4%

Net loss; shares not shown.

#73 return rank · 100 peers

5 YEARS TOTAL RETURN+22.8%+4.2% / yr annualized

Price27% of return+6.3%

Dividend73% of return+16.5%

#57 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · GPC +22.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-64.8 ppFull history

ES

Stock

Utilities

#69

Eversource Energy

Q-score estimate12.5#69 of 100 assessed stocks

Income Lens research candidate

Regulated electricity and gas operations add defensive-business exposure.

1 YEAR TOTAL RETURN+10.9%

Price55% of return+6.0%

Dividend45% of return+4.9%

#40 return rank · 100 peers

5 YEARS TOTAL RETURN-1.6%-0.3% / yr annualized

Price-18.8%

Dividend+17.2%

Net loss; shares not shown.

#78 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ES -1.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-89.2 ppFull history

Track-record leader View page

AWR

Stock

Utilities

#70

American States Water

Q-score estimate12.3#70 of 100 assessed stocks

1 YEAR TOTAL RETURN+22.2%

Price86% of return+19.0%

Dividend14% of return+3.2%

#28 return rank · 100 peers

5 YEARS TOTAL RETURN+8.2%+1.6% / yr annualized

Price-35% of return-2.9%

Dividend135% of return+11.1%

#72 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · AWR +8.2%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-79.4 ppFull history

EMR

Stock

Industrials

#71

Emerson Electric Co.

Q-score estimate12.1#71 of 100 assessed stocks

Income Lens research candidate

Industrial automation supports a recurring investment and service thesis.

1 YEAR TOTAL RETURN+15.4%

Price88% of return+13.7%

Dividend12% of return+1.8%

#36 return rank · 100 peers

5 YEARS TOTAL RETURN+74.8%+11.8% / yr annualized

Price78% of return+58.4%

Dividend22% of return+16.5%

#31 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · EMR +74.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-12.8 ppFull history

Stanley Black & Decker, Inc.

SWK

Stock

Industrials

#71

Q-score estimate12.1#71 of 100 assessed stocks

Income Lens research candidate

Tools and industrial products provide a cyclical dividend-growth comparison.

1 YEAR TOTAL RETURN+17.7%

Price73% of return+12.9%

Dividend27% of return+4.8%

#31 return rank · 100 peers

5 YEARS TOTAL RETURN-41.5%-10.2% / yr annualized

Price-51.3%

Dividend+9.8%

Net loss; shares not shown.

#96 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · SWK -41.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-129.1 ppFull history

General Dynamics Corporation

GD

Stock

Industrials

#73

Q-score estimate11.8#73 of 100 assessed stocks

Income Lens research candidate

Defense programs and business aviation provide differentiated end markets.

1 YEAR TOTAL RETURN+10.7%

Price82% of return+8.8%

Dividend18% of return+1.9%

#42 return rank · 100 peers

5 YEARS TOTAL RETURN+102.7%+15.2% / yr annualized

Price80% of return+82.5%

Dividend20% of return+20.2%

#24 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · GD +102.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+15.1 ppFull history

SYY

Stock

Consumer staples

#73

Sysco Corporation

Q-score estimate11.8#73 of 100 assessed stocks

Income Lens research candidate

Food distribution offers recurring demand across restaurants and institutions.

1 YEAR TOTAL RETURN-0.8%

Price-3.5%

Dividend+2.7%

Net loss; shares not shown.

#65 return rank · 100 peers

5 YEARS TOTAL RETURN+18.5%+3.5% / yr annualized

Price21% of return+3.8%

Dividend79% of return+14.7%

#63 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · SYY +18.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-69.1 ppFull history

DOV

Stock

Industrials

#75

Dover Corporation

Q-score estimate11.7#75 of 100 assessed stocks

Income Lens research candidate

Diversified engineered products add multiple industrial cash-flow sources.

1 YEAR TOTAL RETURN+9.6%

Price88% of return+8.5%

Dividend12% of return+1.1%

#45 return rank · 100 peers

5 YEARS TOTAL RETURN+22.6%+4.2% / yr annualized

Price68% of return+15.3%

Dividend32% of return+7.3%

#58 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · DOV +22.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-65.0 ppFull history

International Business Machines

IBM

Stock

Technology

#76

Q-score estimate11.6#76 of 100 assessed stocks

1 YEAR TOTAL RETURN-11.1%

Price-13.4%

Dividend+2.3%

Net loss; shares not shown.

#83 return rank · 100 peers

5 YEARS TOTAL RETURN+116.5%+16.7% / yr annualized

Price68% of return+78.8%

Dividend32% of return+37.7%

#17 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · IBM +116.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+28.8 ppFull history

Nanalyze holding · May 2024 View page

WMT

Stock

Consumer staples

#76

Walmart

Q-score estimate11.6#76 of 100 assessed stocks

1 YEAR TOTAL RETURN+3.9%

Price78% of return+3.0%

Dividend22% of return+0.9%

#54 return rank · 100 peers

5 YEARS TOTAL RETURN+138.8%+19.0% / yr annualized

Price90% of return+124.3%

Dividend10% of return+14.5%

#15 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · WMT +138.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+51.2 ppFull history

The Travelers Companies, Inc.

TRV

Stock

Financials

#78

Q-score estimate11.5#78 of 100 assessed stocks

Income Lens research candidate

Property and casualty insurance adds diversified underwriting cash flows.

1 YEAR TOTAL RETURN+36.9%

Price94% of return+34.8%

Dividend6% of return+2.1%

#19 return rank · 100 peers

5 YEARS TOTAL RETURN+169.9%+22.0% / yr annualized

Price86% of return+145.4%

Dividend14% of return+24.5%

#10 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · TRV +169.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+82.2 ppFull history

Consolidated Edison, Inc.

ED

Stock

Utilities

#79

Q-score estimate11.4#79 of 100 assessed stocks

Income Lens research candidate

Regulated utility investment offers a predictable business framework.

1 YEAR TOTAL RETURN+13.1%

Price72% of return+9.4%

Dividend28% of return+3.6%

#38 return rank · 100 peers

5 YEARS TOTAL RETURN+70.9%+11.3% / yr annualized

Price62% of return+43.8%

Dividend38% of return+27.1%

#33 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ED +70.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-16.7 ppFull history

NUE

Stock

Materials

#79

Nucor Corporation

Q-score estimate11.4#79 of 100 assessed stocks

Income Lens research candidate

A large steel producer adds materials exposure to dividend growers.

1 YEAR TOTAL RETURN+87.4%

Price97% of return+84.9%

Dividend3% of return+2.5%

#1 return rank · 100 peers

5 YEARS TOTAL RETURN+176.2%+22.6% / yr annualized

Price89% of return+156.4%

Dividend11% of return+19.8%

#8 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · NUE +176.2%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+88.5 ppFull history

ERIE

Stock

Financials

#81

Erie Indemnity Company

Q-score estimate11.2#81 of 100 assessed stocks

Income Lens research candidate

Insurance administration fees offer a different earnings model from underwriting.

1 YEAR TOTAL RETURN-23.6%

Price-25.2%

Dividend+1.6%

Net loss; shares not shown.

#92 return rank · 100 peers

5 YEARS TOTAL RETURN+42.9%+7.4% / yr annualized

Price71% of return+30.3%

Dividend29% of return+12.6%

#46 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ERIE +42.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-44.7 ppFull history

WEC

Stock

Utilities

#81

WEC Energy Group, Inc.

Q-score estimate11.2#81 of 100 assessed stocks

Income Lens research candidate

Regulated utility businesses add recurring cash-flow exposure.

1 YEAR TOTAL RETURN-2.5%

Price-5.8%

Dividend+3.2%

Net loss; shares not shown.

#70 return rank · 100 peers

5 YEARS TOTAL RETURN+34.5%+6.1% / yr annualized

Price39% of return+13.4%

Dividend61% of return+21.1%

#51 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · WEC +34.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-53.1 ppFull history

CLX

Stock

Consumer staples

#83

The Clorox Company

Q-score estimate10.9#83 of 100 assessed stocks

Income Lens research candidate

Household brands add recurring consumer demand.

1 YEAR TOTAL RETURN-29.9%

Price-33.0%

Dividend+3.1%

Net loss; shares not shown.

#98 return rank · 100 peers

5 YEARS TOTAL RETURN-39.9%-9.7% / yr annualized

Price-49.6%

Dividend+9.7%

Net loss; shares not shown.

#93 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CLX -39.9%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-127.5 ppFull history

RSG

Stock

Industrials

#84

Republic Services, Inc.

Q-score estimate10.6#84 of 100 assessed stocks

Income Lens research candidate

Waste services provide recurring demand across local markets.

1 YEAR TOTAL RETURN-2.7%

Price-3.8%

Dividend+1.1%

Net loss; shares not shown.

#71 return rank · 100 peers

5 YEARS TOTAL RETURN+88.0%+13.5% / yr annualized

Price87% of return+76.5%

Dividend13% of return+11.5%

#29 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · RSG +88.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+0.3 ppFull history

ALB

Stock

Materials

#85

Albemarle

Q-score estimate10.4#85 of 100 assessed stocks

1 YEAR TOTAL RETURN+38.6%

Price96% of return+37.0%

Dividend4% of return+1.6%

#15 return rank · 100 peers

5 YEARS TOTAL RETURN-45.3%-11.4% / yr annualized

Price-48.5%

Dividend+3.2%

Net loss; shares not shown.

#97 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ALB -45.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-132.9 ppFull history

HRL

Stock

Consumer staples

#85

Hormel Foods Corporation

Q-score estimate10.4#85 of 100 assessed stocks

Income Lens research candidate

Branded food products provide recurring consumer demand.

1 YEAR TOTAL RETURN-12.2%

Price-16.5%

Dividend+4.4%

Net loss; shares not shown.

#84 return rank · 100 peers

5 YEARS TOTAL RETURN-40.8%-10.0% / yr annualized

Price-50.0%

Dividend+9.3%

Net loss; shares not shown.

#95 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · HRL -40.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-128.4 ppFull history

XEL

Stock

Utilities

#87

Xcel Energy Inc.

Q-score estimate10.0#87 of 100 assessed stocks

Income Lens research candidate

Regulated electric and gas operations support a utility-growth thesis.

1 YEAR TOTAL RETURN+3.3%

Price5% of return+0.2%

Dividend95% of return+3.1%

#56 return rank · 100 peers

5 YEARS TOTAL RETURN+33.8%+6.0% / yr annualized

Price41% of return+14.0%

Dividend59% of return+19.9%

#52 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · XEL +33.8%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-53.8 ppFull history

Alliant Energy Corporation

LNT

Stock

Utilities

#88

Q-score estimate9.6#88 of 100 assessed stocks

Income Lens research candidate

Regulated utility investment offers recurring demand and income.

1 YEAR TOTAL RETURN+6.1%

Price47% of return+2.9%

Dividend53% of return+3.2%

#49 return rank · 100 peers

5 YEARS TOTAL RETURN+33.4%+5.9% / yr annualized

Price40% of return+13.3%

Dividend60% of return+20.1%

#53 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · LNT +33.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-54.2 ppFull history

Verizon Communications Inc.

VZ

Stock

Communication services

#88

Q-score estimate9.6#88 of 100 assessed stocks

Income Lens research candidate

Telecom subscriptions provide recurring cash flows.

1 YEAR TOTAL RETURN+17.6%

Price57% of return+10.1%

Dividend43% of return+7.5%

#32 return rank · 100 peers

5 YEARS TOTAL RETURN+21.6%+4.0% / yr annualized

Price-53% of return-11.4%

Dividend153% of return+32.9%

#59 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · VZ +21.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-66.0 ppFull history

The J. M. Smucker Company

SJM

Stock

Consumer staples

#90

Q-score estimate9.4#90 of 100 assessed stocks

Income Lens research candidate

Packaged-food brands provide repeat consumer demand.

1 YEAR TOTAL RETURN+20.0%

Price76% of return+15.3%

Dividend24% of return+4.7%

#29 return rank · 100 peers

5 YEARS TOTAL RETURN+19.6%+3.7% / yr annualized

Price3% of return+0.6%

Dividend97% of return+19.1%

#61 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · SJM +19.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-68.0 ppFull history

Ameriprise Financial, Inc.

AMP

Stock

Financials

#91

Q-score estimate9.2#91 of 100 assessed stocks

Income Lens research candidate

Wealth management fees support a recurring financial-services model.

1 YEAR TOTAL RETURN+12.2%

Price88% of return+10.8%

Dividend12% of return+1.5%

#39 return rank · 100 peers

5 YEARS TOTAL RETURN+128.4%+18.0% / yr annualized

Price87% of return+112.4%

Dividend13% of return+16.1%

#16 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · AMP +128.4%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+40.8 ppFull history

AIZ

Stock

Financials

#92

Assurant, Inc.

Q-score estimate9.0#92 of 100 assessed stocks

Income Lens research candidate

Specialty insurance provides differentiated consumer and housing exposure.

1 YEAR TOTAL RETURN+37.0%

Price95% of return+35.0%

Dividend5% of return+2.0%

#18 return rank · 100 peers

5 YEARS TOTAL RETURN+93.2%+14.1% / yr annualized

Price83% of return+77.7%

Dividend17% of return+15.5%

#26 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · AIZ +93.2%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+5.6 ppFull history

Federal Realty Investment Trust

FRT

Stock

Real estate

#93

Q-score estimate8.9#93 of 100 assessed stocks

Income Lens research candidate

Shopping-center rents add a property-income dividend-growth comparison.

1 YEAR TOTAL RETURN+15.5%

Price69% of return+10.7%

Dividend31% of return+4.8%

#35 return rank · 100 peers

5 YEARS TOTAL RETURN+16.0%+3.0% / yr annualized

Price-37% of return-6.0%

Dividend137% of return+21.9%

#66 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · FRT +16.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-71.7 ppFull history

SO

Stock

Utilities

#94

The Southern Company

Q-score estimate8.7#94 of 100 assessed stocks

Income Lens research candidate

Regulated energy utilities provide a defensive-business income comparison.

1 YEAR TOTAL RETURN-3.4%

Price-6.5%

Dividend+3.1%

Net loss; shares not shown.

#72 return rank · 100 peers

5 YEARS TOTAL RETURN+60.5%+9.9% / yr annualized

Price56% of return+33.7%

Dividend44% of return+26.8%

#41 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · SO +60.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-27.1 ppFull history

Church & Dwight Co., Inc.

CHD

Stock

Consumer staples

#95

Q-score estimate8.3#95 of 100 assessed stocks

Income Lens research candidate

Household and personal-care brands provide repeat demand.

1 YEAR TOTAL RETURN+4.2%

Price69% of return+2.9%

Dividend31% of return+1.3%

#53 return rank · 100 peers

5 YEARS TOTAL RETURN+20.2%+3.7% / yr annualized

Price65% of return+13.2%

Dividend35% of return+7.0%

#60 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CHD +20.2%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-67.5 ppFull history

Realty Income Corporation

O

Stock

Real estate

#96

Q-score estimate7.5#96 of 100 assessed stocks

Income Lens research candidate

Long-term property leases provide a recurring rental-income thesis.

1 YEAR TOTAL RETURN+1.1%

Price-381% of return-4.1%

Dividend481% of return+5.2%

#59 return rank · 100 peers

5 YEARS TOTAL RETURN+12.0%+2.3% / yr annualized

Price-113% of return-13.5%

Dividend213% of return+25.5%

#70 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · O +12.0%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-75.7 ppFull history

WM

Stock

Industrials

#96

Waste Management, Inc.

Q-score estimate7.5#96 of 100 assessed stocks

Income Lens research candidate

Essential waste collection and disposal offer repeat service demand.

1 YEAR TOTAL RETURN-0.6%

Price-2.2%

Dividend+1.6%

Net loss; shares not shown.

#64 return rank · 100 peers

5 YEARS TOTAL RETURN+49.6%+8.4% / yr annualized

Price77% of return+38.2%

Dividend23% of return+11.3%

#44 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · WM +49.6%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-38.1 ppFull history

Essex Property Trust, Inc.

ESS

Stock

Real estate

#98

Q-score estimate7.4#98 of 100 assessed stocks

Income Lens research candidate

Apartment rental income adds a property-based dividend-growth comparison.

1 YEAR TOTAL RETURN+4.5%

Price12% of return+0.5%

Dividend88% of return+4.0%

#52 return rank · 100 peers

5 YEARS TOTAL RETURN+0.7%+0.1% / yr annualized

Price-2377% of return-16.0%

Dividend2477% of return+16.7%

#74 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · ESS +0.7%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500-87.0 ppFull history

CAH

Stock

Healthcare

#99

Cardinal Health, Inc.

Q-score estimate6.5#99 of 100 assessed stocks

Income Lens research candidate

Medical and pharmaceutical distribution adds recurring healthcare volume.

1 YEAR TOTAL RETURN+51.8%

Price97% of return+50.2%

Dividend3% of return+1.6%

#8 return rank · 100 peers

5 YEARS TOTAL RETURN+387.5%+37.3% / yr annualized

Price87% of return+337.2%

Dividend13% of return+50.3%

#2 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CAH +387.5%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+299.9 ppFull history

C.H. Robinson Worldwide, Inc.

CHRW

Stock

Industrials

#100

Q-score estimate6.3#100 of 100 assessed stocks

Income Lens research candidate

Asset-light freight brokerage adds a logistics dividend-growth comparison.

1 YEAR TOTAL RETURN+13.3%

Price87% of return+11.6%

Dividend13% of return+1.7%

#37 return rank · 100 peers

5 YEARS TOTAL RETURN+97.3%+14.6% / yr annualized

Price78% of return+76.2%

Dividend22% of return+21.1%

#25 return rank · 99 peers

Dividend includes all distributions and reinvestment.

5Y chart · CHRW +97.3%S&P 500 (SPY) +87.6%

Sep 20, 2021Sep 18, 2026

vs. S&P 500+9.7 ppFull history