Dividend compounder review

SGRO

SEGRO Plc · LSE · GB

Real Estate · Reit - Industrial

Score81.50/100
Confidence100.00/100
DecisionBuyable Now
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 23.5 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 11.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 23.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 15.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 9.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years33
Dividend Yield4.32%
Payout Ratio73.5%
Dividend Cut 5YNo
Net Income£551.0M
Free Cash Flow£367.0M
FCF Covers DividendNo
Debt / Equity0.42
P/E18.3
Revenue Growth 5Y2.8%
Net Margin75.9%
ROE4.5%
Price vs Trend3.7%
3Y Return6.8%
5Y Return-32.3%
CurrencyGBP
Warnings

Review flags

Free cash flow does not cover dividends paid.
Dividend diary

Activity record

SGRO dividend review warning Warning · Warning

Free cash flow does not cover dividends paid.

SGRO qualified as a dividend compounder candidate Qualified · Positive

Score 81.5/100, decision Buyable Now.

Dividend increased 120.6% Dividend Increase · Positive

Payment changed from 9.7 to 21.4.

SGRO dividend payment 21.4 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

Dividend cut -52.0% Dividend Cut · Negative

Payment changed from 20.2 to 9.7.

SGRO dividend payment 9.7 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

Dividend increased 122.0% Dividend Increase · Positive

Payment changed from 9.1 to 20.2.

SGRO dividend payment 20.2 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

Dividend cut -52.4% Dividend Cut · Negative

Payment changed from 19.1 to 9.1.

SGRO dividend payment 9.1 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

Dividend increased 119.5% Dividend Increase · Positive

Payment changed from 8.7 to 19.1.

SGRO dividend payment 19.1 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

Dividend cut -52.2% Dividend Cut · Negative

Payment changed from 18.2 to 8.7.

SGRO dividend payment 8.7 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

SGRO dividend payment 18.2 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

SGRO dividend payment 8.1 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

SGRO dividend payment 16.9 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

SGRO dividend payment 7.4 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

SGRO dividend payment 15.2 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.

SGRO dividend payment 6.9 GBP Dividend Payment · Info

Recorded dividend payment for SEGRO Plc.