Daily Buydy heatmap for Sunday, August 2, 2026: 10 large-cap names that fell in price while staying strong vs sector peers. Screening context, not advice.
Daily Buydy heatmap for Sunday, August 2, 2026: 10 large-cap names that fell in price while staying strong vs sector peers. Screening context, not advice.
Buydy Research
Market Analysis
Weekly signals and context from the Buydy dashboard.
When a dividend-paying stock falls hard but still ranks in the top tier of its peers, that gap is worth investigating. Today's quality dividend decliners heatmap shows ten names that have stumbled in recent months while maintaining strong fundamentals relative to sector competitors. None of these signals a buy on its own, but each one deserves a closer look to understand whether the decline reflects temporary pressure or a real shift in business health.
The heatmap works by screening for two things at once: recent price declines paired with high peer quality scores across dividend yield, dividend growth, leverage, and valuation. A company that ranks in the 80th or 90th percentile on dividend metrics but has lost 10-20% in six months is often a signal to dig deeper, not to panic-sell or chase a rebound.
RED.MC, a regulated utility in Spain, leads the list with a 75% peer quality score and a 14% one-year decline. Its dividend yield ranks at the 89th percentile versus sector peers, and dividend growth sits at the 93rd percentile over three months. Utilities are defensive by nature, so a decline paired with top-tier dividend strength suggests the market may have overreacted to rate or regulatory noise.
SOMA.OL, a marine shipping name, has fallen 24% over the past year but scores at the 93rd percentile on both current and three-month dividend yield, with dividend growth at the 100th percentile. Shipping is cyclical and volatile. A company this far ahead on dividend metrics despite a steep drawdown warrants a hard look at whether the decline is structural or cyclical.
SOLB.BR, a chemicals maker, ranks at the 97th percentile on current dividend yield and 95% on the six-month yield. Its one-year decline is modest at 3.6%, but the percentile strength hints that the market may be underpricing its income. Chemicals can suffer from commodity headwinds, so checking recent earnings and guidance is the natural next step.
AGI.TO, a gold miner, presents a sharper case: down 34% over six months but showing 66% dividend growth percentile over the past quarter. Gold miners swing wildly on macro sentiment and metal prices. A 34% drawdown paired with rising dividend strength is the kind of extreme signal that demands company-level research before any decision.
BOUV.OL, a tech services firm, has dropped 19% over a year and carries no current dividend yield, yet it ranks at the 93rd and 95th percentiles on three and six-month dividend yield and the 100th percentile on three-month dividend growth. This pattern suggests a recent shift in dividend policy or payout timing that deserves scrutiny on the company page.
Five out of ten names on today's list come from industrials, energy, and basic materials, sectors that have faced cyclical pressure and commodity headwinds. RED.MC stands alone as a regulated utility, which means its decline is likely tied to interest rate or policy worries rather than operational weakness. Asset manager AB.US and tech services BOUV.OL round out the list, both sectors sensitive to capital flows and spending trends.
The percentile rankings tell a crucial story: these companies are not laggards in their peer groups. DOFG.OL, an engineering and construction firm down 6.8% in three months, still ranks at the 96th percentile on dividend yield. That concentration of strength in the face of weakness is exactly what the heatmap is designed to surface. It suggests the decline may be temporary or the market is mispricing the income story.
Start by running this quality dividend decliners heatmap as a weekly screen. When a name appears, move it to a shortlist and visit its company page to review recent earnings, dividend history, debt trends, and valuation. Check whether the decline is tied to macro headwinds (rate moves, commodity prices, sector rotation) or company-specific problems (margin compression, dividend cut, balance sheet stress).
The repeatable workflow is simple: screen, shortlist, company page review. Over time, you'll build instinct for which declines are opportunities and which are warnings. That's research discipline, not guesswork.
Turn today's screen into a workflow: read the ETF heat map guide, see Buydy pricing, or explore the market heat map feature.
Continue the series, or browse the full digest archive.