Dividend compounder review

GFTU

Grafton Group plc · LSE · GB

Industrials · Industrial Distribution

Score77.50/100
Confidence100.00/100
DecisionReject
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 16.5 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 20.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 22.0 / 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 4.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years15
Dividend Yield4.46%
Payout Ratio36.5%
Dividend Cut 5YYes
Net Income£136.6M
Free Cash Flow£205.6M
FCF Covers DividendYes
Debt / Equity0.38
P/E13.1
Revenue Growth 5Y3.1%
Net Margin5.4%
ROE8.4%
Price vs Trend-4.2%
3Y Return14.5%
5Y Return-25.3%
CurrencyGBP
Warnings

Review flags

Dividend cut or material annual decrease detected in the last five completed years.
Dividend diary

Activity record

GFTU dividend review warning Warning · Warning

Dividend cut or material annual decrease detected in the last five completed years.

Dividend increased 151.2% Dividend Increase · Positive

Payment changed from 10.75 to 27.

GFTU dividend payment 27 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

Dividend cut -59.4% Dividend Cut · Negative

Payment changed from 26.5 to 10.75.

GFTU dividend payment 10.75 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

Dividend increased 152.4% Dividend Increase · Positive

Payment changed from 10.5 to 26.5.

GFTU dividend payment 26.5 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

Dividend cut -59.6% Dividend Cut · Negative

Payment changed from 26 to 10.5.

GFTU dividend payment 10.5 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

Dividend increased 160.0% Dividend Increase · Positive

Payment changed from 10 to 26.

GFTU dividend payment 26 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

Dividend cut -57.9% Dividend Cut · Negative

Payment changed from 23.75 to 10.

GFTU dividend payment 10 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

GFTU dividend payment 23.75 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

GFTU dividend payment 9.25 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

GFTU dividend payment 22 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

GFTU dividend payment 8.5 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

GFTU dividend payment 14.5 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.

GFTU dividend payment 12.5 GBP Dividend Payment · Info

Recorded dividend payment for Grafton Group plc.