In this article, we highlight 10 industry-leading companies that not only are expected to deliver strong earnings growth but are also expected to reward shareholders through a combination of meaningful dividend payments and aggressive share buybacks.
This combination of dividends and share buybacks, known as the shareholder yield, can enhance total returns and offer a more reliable path to long-term wealth creation.
Three standout names on this list include San Miguel Food and Beverage ($FB), a dominant consumer staples player in the Philippines offering a high dividend yield, NVIDIA ($NVDA), a tech powerhouse reinvesting for growth while occasionally returning capital to shareholders, and Qualcomm ($QCOM), a buyback and dividend machine with a long track record of shareholder-friendly practices.
Let’s dive in!
Find stocks with high shareholder yields (buybacks and dividends) with TIKR (It’s free) >>>
Here are a few of the stocks that analysts think are the most undervalued from this list:
San Miguel Food and Beverage (FB)
- Market Cap: $5 billion
- Industry: Food Products
- Analyst Upside: 51%
- P/E Ratio: 11x
Company Overview: San Miguel Food and Beverage (SMFB) is a leading Philippine-based manufacturer and distributor of food products, beer, and spirits. Its portfolio includes well-known brands such as San Miguel Pale Pilsen, Ginebra San Miguel, Magnolia, Purefoods, and B-Meg, operating across three main segments: food, beer, and spirits.
Business Strategy: SMFB makes money by offering a wide range of consumer products across its core segments. It focuses on innovation, expanding production capacity, and strengthening its distribution network to meet changing consumer demands.
Shareholder Yield:
- High dividend yield: SMFB currently offers a dividend yield of around 6–7%, making it one of the more generous income payers among large-cap Philippine stocks. This reflects a consistent focus on returning profits to investors.
- No active buyback program: Unlike many Western peers, SMFB does not regularly repurchase its shares. Its capital return strategy is centered on dividends rather than buybacks.
- Stable payout from consumer staples exposure: As a defensive business with strong cash flows from food, beer, and spirits, SMFB is well-positioned to continue paying steady dividends even in more volatile market conditions.
Track San Miguel’s financials, growth trends, and analyst forecasts on TIKR (It’s free) >>>
NVIDIA Corporation (NVDA)
- Market Cap: $3 trillion
- Industry: Semiconductors and Semiconductor Equipment
- Analyst Upside: 21%
- P/E Ratio: 28x
Company Overview: NVIDIA Corporation is a leading American technology company specializing in graphics processing units (GPUs), artificial intelligence (AI) hardware and software, and high-performance computing solutions. Its key segments include data center, gaming, automotive, and professional visualization.
Business Strategy: NVIDIA makes money by designing and selling GPUs and AI platforms, with a focus on cloud computing, data centers, and autonomous technology. The company is doubling down on innovation and partnerships to stay ahead in the AI and computing space.
Shareholder Yield:
- Minimal dividend payout: NVIDIA pays a small quarterly dividend, yielding under 0.1%. It’s a token payout that reflects the company’s focus on reinvesting in growth over income returns.
- Occasional buybacks, offset by dilution: NVIDIA does buy back shares, but these are often offset by large amounts of stock-based compensation, which limits the net benefit to shareholders.
- Value driven more by growth than cash returns: Shareholders in NVIDIA benefit most from capital appreciation rather than direct cash returns, as the company prioritizes R&D and strategic investments.
Find stocks that we like even better than NVIDIA today with TIKR (It’s free) >>>
QUALCOMM (QCOM)
- Market Cap: $160 billion
- Industry: Semiconductors and Semiconductor Equipment
- Analyst Upside: 16%
- P/E Ratio: 13x
Company Overview: Qualcomm Incorporated (QCOM) is a leading American semiconductor and telecommunications equipment company. It specializes in designing and supplying chipsets and software for mobile devices, automotive systems, and Internet of Things (IoT) applications.
Business Strategy: Qualcomm makes money through its chip business (QCT), which covers mobile, automotive, and IoT products, and its licensing arm (QTL). The company is expanding into AI, automotive tech, and computing to reduce reliance on smartphones and drive future growth.
Shareholder Yield:
- Strong dividend yield: Qualcomm offers a dividend yield of around 2.3%, supported by consistent annual increases. It’s a key component of the company’s capital return plan.
- Aggressive buyback program: QCOM is a heavy user of share repurchases and has reduced its share count meaningfully over the past decade, boosting per-share earnings.
- Shareholder returns are a major focus: With over 100% of free cash flow often returned to shareholders via dividends and buybacks, Qualcomm remains one of the most shareholder-friendly companies in its sector.
Analyze stocks like Qualcomm quicker with TIKR >>>
TIKR Takeaway
Some of the best-performing stocks return cash to shareholders through dividends, buybacks, and growing earnings.
San Miguel, NVIDIA, and Qualcomm each strike a different balance between growth and capital returns, showing there’s more than one way a company can deliver strong shareholder yields.
- Looking for stocks with long-term growth potential? Browse TIKR’s stock screener to find the best stocks to buy today.
- Already love the stocks you own? Get real-time news and in-depth stock insights when you add your holdings to your watchlist on TIKR.
- Want to stay ahead? TIKR’s analysts’ estimates give you 5 years of Wall Street forecasts so you can feel confident in the stocks you invest in.
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
