Dividend compounder review

TW

Taylor Wimpey plc · LSE · GB

Consumer Cyclical · Residential Construction

Score47.50/100
Confidence92.00/100
DecisionReject
RatingAvoid
Scoring

Quality breakdown

Dividend Reliability 11.5 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 12.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 16.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 8.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 0.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years29
Dividend Yield10.28%
Payout Ratio3.3%
Dividend Cut 5YYes
Net Income£100.4M
Free Cash Flow£126.5M
FCF Covers DividendNo
Debt / Equity2.96
P/E24.9
Revenue Growth 5Y-4.5%
Net Margin2.6%
ROE2.3%
Price vs Trend-21.6%
3Y Return-25.6%
5Y Return-53.4%
CurrencyGBP
Warnings

Review flags

Dividend cut or material annual decrease detected in the last five completed years.
Free cash flow does not cover dividends paid.
Debt to equity is elevated at 2.96.
Dividend yield is unusually high at 10.3%; possible value trap.
Dividend diary

Activity record

TW dividend review warning Warning · Warning

Dividend yield is unusually high at 10.3%; possible value trap.

Dividend decreased -36.8% Dividend Decrease · Negative

Payment changed from 4.67 to 2.95.

TW dividend payment 2.95 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.67 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.66 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.8 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.79 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.79 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.78 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.62 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

Dividend increased 7.2% Dividend Increase · Positive

Payment changed from 4.14 to 4.44.

TW dividend payment 4.44 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

TW dividend payment 4.14 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

Dividend increased 7.8% Dividend Increase · Positive

Payment changed from 3.84 to 4.14.

TW dividend payment 4.14 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

Dividend cut -64.1% Dividend Cut · Negative

Payment changed from 10.7 to 3.84.

TW dividend payment 3.84 GBP Dividend Payment · Info

Recorded dividend payment for Taylor Wimpey plc.

Dividend increased 181.6% Dividend Increase · Positive

Payment changed from 3.8 to 10.7.

Dividend increased 55.7% Dividend Increase · Positive

Payment changed from 2.44 to 3.8.