This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
Tuesday, May 6, 2025 · Johnny Hopkins
As part of a new series here at The Acquirer’s Multiple, we’re going to be providing a comprehensive analysis of this week’s FREE U.S. Large-Cap Stock Screener, including an overview, industry/sector analysis, and our key observations.
Market Overview:
This week’s large-cap screener includes a broad range of industries with notable representation from financials, healthcare, industrials, energy, and technology. Many of the top stocks offer low Acquirer’s Multiple® values—an indicator we use to identify potentially undervalued companies based on enterprise value and operating income. Below, we highlight the standout performer in each industry based on this key metric.
Industry Analysis:
1. Agriculture
Top Stock: Pilgrim’s Pride Corp (PPC)
Metrics: Acquirer’s Multiple: 6.5, FCF Yield: 12.43%, Expected Return: 17.61%, ROA: 17%, Dividend Yield: 0.00%
Outlook: A lean operator with strong returns and attractive cash flow generation, PPC leads the agricultural sector this week.
2. Communications Equipment
Top Stock: Telefonaktiebolaget LM Ericsson – ADR (ERIC)
Metrics: Acquirer’s Multiple: 9.8, FCF Yield: 15.65%, Expected Return: 13.25%, ROA: 9%, Dividend Yield: 3.47%
Outlook: Despite the higher AM relative to others, Ericsson tops its category with strong cash metrics and steady dividends.
3. Computer Hardware and Storage
Top Stock: Western Digital Corp (WDC)
Metrics: Acquirer’s Multiple: 6.2, FCF Yield: 5.48%, Expected Return: 19.15%, ROA: 19%, Dividend Yield: 0.00%
Outlook: Western Digital shows strong fundamentals and efficiency, even without a dividend yield.
4. Construction Materials
Top Stock: Owens Corning (OC)
Metrics: Acquirer’s Multiple: 8.4, FCF Yield: 10.09%, Expected Return: 20.92%, ROA: 15%, Dividend Yield: 1.69%
Outlook: A solid performer offering reasonable valuation and healthy returns.
5. Consumer Vehicles and Parts
Top Stock: Stellantis NV (STLA)
Metrics: Acquirer’s Multiple: 4.7, FCF Yield: -28.04%, Expected Return: 32.74%, ROA: 3%, Dividend Yield: 18.50%
Outlook: Despite negative FCF this period, Stellantis leads its category with a standout AM and high income yield.
6. Integrated Oil & Gas
Top Stock: Equinor ASA (EQNR)
Metrics: Acquirer’s Multiple: 2.2, FCF Yield: 11.76%, Expected Return: 44.05%, ROA: 22%, Dividend Yield: 12.45%
Outlook: Strong free cash flow and returns make Equinor a standout in energy.
7. Specialty Finance
Top Stock: Synchrony Financial (SYF)
Metrics: Acquirer’s Multiple: 1.6, FCF Yield: 47.52%, Expected Return: 17.86%, ROA: 9%, Dividend Yield: 2.30%
Outlook: The lowest AM in the entire screen, Synchrony combines deep value with strong yield metrics.
8. Investment Services
Top Stock: Bank of New York Mellon Corp (BK)
Metrics: Acquirer’s Multiple: 4.8, FCF Yield: -1.33%, Expected Return: 9.13%, ROA: 1%, Dividend Yield: 2.62%
Outlook: BK leads among its peers by valuation, though cash flow is currently muted.
Conclusion:
This week’s screener highlights a compelling set of large-cap stocks trading at attractive valuations based on the Acquirer’s Multiple®. From Synchrony Financial’s industry-leading AM of 1.6 to Equinor’s strong combination of low valuation and high returns in energy, the screen uncovers companies with solid fundamentals and potential for outperformance. Whether you’re seeking dividend income, efficient capital allocators, or simply undervalued blue chips, this batch offers a well-rounded group of ideas worthy of further research.