Dividend compounder review

MTH

Meritage Corporation · NYSE · US

Consumer Cyclical · Residential Construction

Score81.00/100
Confidence100.00/100
DecisionReject
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 18.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 15.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 19.5 / 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 13.5 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years13
Dividend Yield0.64%
Payout Ratio32.3%
Dividend Cut 5YYes
Net Income$453.0M
Free Cash Flow$92.6M
FCF Covers DividendNo
Debt / Equity0.37
P/E13.6
Revenue Growth 5Y5.4%
Net Margin6.9%
ROE7.5%
Price vs Trend8.6%
3Y Return14.6%
5Y Return71.8%
CurrencyUSD
Warnings

Review flags

Dividend yield normalized from payment history because provider yield looked inconsistent.
Dividend cut or material annual decrease detected in the last five completed years.
Free cash flow does not cover dividends paid.
Dividend diary

Activity record

MTH dividend review warning Warning · Warning

Free cash flow does not cover dividends paid.

Dividend increased 11.6% Dividend Increase · Positive

Payment changed from 0.43 to 0.48.

MTH dividend payment 0.48 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.43 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.43 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.43 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

Dividend increased 14.7% Dividend Increase · Positive

Payment changed from 0.375 to 0.43.

MTH dividend payment 0.43 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.375 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.375 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.375 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

Dividend increased 177.8% Dividend Increase · Positive

Payment changed from 0.135 to 0.375.

MTH dividend payment 0.375 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.135 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.135 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

MTH dividend payment 0.135 USD Dividend Payment · Info

Recorded dividend payment for Meritage Corporation.

Dividend increased 7100.0% Dividend Increase · Positive

Payment changed from 0.001875 to 0.135.

Dividend cut -75.0% Dividend Cut · Negative

Payment changed from 0.0075 to 0.001875.

Dividend decreased -33.3% Dividend Decrease · Negative

Payment changed from 0.01125 to 0.0075.