Dividend & Income Investing

Find sustainable dividend payers with strong fundamentals. Screen for yield, payout ratios, and dividend growth, then validate with charts, seasonality, and backtests.

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Why Income Investors Choose FactorBench

๐Ÿ’ต Yield Screening

Filter by dividend yield while checking payout sustainability with earnings coverage and free cash flow metrics.

๐Ÿ“Š Quality Filters

Combine yield with quality: payout ratios, earnings stability, ROE, debt levels-avoid dividend traps.

๐Ÿ“ˆ Dividend Growth

Screen for dividend growth rates and earnings growth to find companies that can sustain and increase payouts.

๐Ÿ”ฌ Sustainability Analysis

Check payout ratios, FCF coverage, and earnings trends to assess whether dividends are sustainable long-term.

๐Ÿ“‰ Risk Assessment

Backtest dividend strategies on point-in-time data with configurable costs and charts to see how they perform during downturns.

๐Ÿ“‹ Income Watchlists

Save screens, create dividend watchlists, and share results for portfolio construction or monitoring yield changes.

How It Works

1

Set Income Goals

Define target yield levels (e.g., > 3%) and sustainability criteria like payout ratio < 70%.

2

Screen with Quality

Combine yield with quality factors: positive earnings growth, ROE > 10%, manageable debt levels.

3

Validate Sustainability

Backtest the dividend screen and review charts and seasonality to assess safety during downturns.

4

Build & Share

Save a watchlist of sustainable dividend payers and share results for monitoring or allocation.

Example: Quality Dividend Growth Screen

๐ŸŽฏ Goal

Build income portfolio with sustainable, growing dividends-companies that can weather downturns and increase payouts.

โš™๏ธ Criteria

Yield > 2.5%, payout ratio < 60%, 5-year dividend growth > 5%, ROE > 12%, debt/equity < 0.7.

โœ… Outcome

Watchlist of 25 sustainable dividend growers. 15-year backtest shows 9.8% total return with 3.2% average yield.

Sample Screen Configuration- quality dividend growth
Filters:
  Dividend yield > 2.5%
  Payout ratio < 60% (sustainable)
  5-year dividend growth > 5%
  ROE > 12% (quality earnings)
  Debt/Equity < 0.7

Ranking: Composite score
  (DivYield + DivGrowth_5Y/10 + ROE/10) / 3

Selection: Top 25 stocks
Portfolio: Equal-weight
Rebalance: Annually

Backtest Results (15 years):
  Total Return: 9.8% CAGR
  Average Yield: 3.2%
  Dividend Cut Rate: 2% (very low)

Built for Income Investors

๐Ÿ’ฐ

Income Metrics

Dividend yield, payout ratio, dividend growth rates, earnings coverage, FCF coverage-all with transparent TTM/MRQ basis.

๐Ÿ”

Sustainability Filters

Combine yield with quality: payout ratios, earnings stability, balance sheet strength to avoid dividend traps.

๐Ÿ“ˆ

Growth Screening

Find dividend growers with consistent payout increases and earnings growth to compound income over time.

๐Ÿ”ฌ

Historical Validation

Backtest on up to 25 years of data to see how dividend strategies perform during recessions and bear markets.

Data transparency: Every dividend metric reports its source/basis and we handle NaNs defensively. Full auditability for income portfolio construction.

FAQ

What dividend metrics are available?

Dividend yield, payout ratio, dividend growth rates, earnings coverage, free cash flow coverage, and dividend consistency metrics.

How can I avoid dividend traps?

Combine high yield with quality filters: payout ratio < 70%, positive earnings growth, ROE > 10%, and manageable debt levels.

Can I screen for dividend growth?

Yes. Filter by 3-year, 5-year, or 10-year dividend growth rates and combine with earnings growth to find sustainable dividend growers.

How does backtesting help with dividend investing?

See how dividend screens performed historically with charts and seasonality views-validate dividend safety and total return expectations.

Is there a free trial?

Yes. The free plan includes screening, charts, seasonality, and backtests up to 3 years. Paid plans include a 7-day free trial with credit card required.

Build Income. Screen Sustainably. Invest Confidently.

Find reliable dividend payers with transparent fundamentals and rigorous backtests.