Shareholder Value Index (SVI)

  • Quality is a long-term characteristic that provides superior risk-adjusted returns
  • EquityCompass measures quality independent of stock price sensitive valuation (i.e., P/E ratio)
  • The first component of SVI measures value creation from a company’s growth in sales and changes in operating margins
  • The second component measures tangible shareholder benefits from dividend growth, share buyback/issuance, change in long-term debt outstanding, and S&P credit rating
  • Rankings are relative to sector peers and measure a three-year period encompassing forecasts for the next 12 months

  • Stifel Separate Account
  • Institutions
  • Third-Party
  • Research Subscribers
© 2010 EquityCompass Strategies. All rights reserved | 443-224-1231
EquityCompass Strategies is a research and investment advisory unit of
Choice Financial Partners, a wholly owned subsidiary of Stifel Financial Corp. Registered Investment Advisory services offered through Choice Financial Partners.