For the final match to determine our Final Four its CH Robinson versus Baxter. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing candidate. Todd Wenning's Dividend Compass scores them 1-5.
CH Robinson shows dedication to growing its dividend, however its FCF cover is slowing as of late. The company has software-like ROE numbers and a clean balance sheet.
CH Robinson metrics
CH Robinson scores
Over on the Baxter side of the ledger, we see only one area that looks problematic with slowing FCF cover. Otherwise, Baxter is knocking it out of the park on double digit dividend growth and other key areas of the Dividend Compass.
Baxter scores many perfect 5s, its five year average is a robust 4.86. Great margins and ROE. Its on a very good run, though investors should continue to pay attention to FCF Cover and slowing earnings cover to see if that is a canary in a coalmine. Other than that, this is a business that reliably delivers the goods for income investors.
CH Robinson has a good track record, but Baxter is nothing less than great and Baxter is through to the Final Four to face Wal-mart