Skip to content

This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis

Tuesday, July 8, 2025 · Johnny Hopkins

As part of our ongoing series here at The Acquirer’s Multiple, we provide a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener.

This week’s large-cap value screener highlights a concentrated mix of high-cash-flow opportunities across a range of cyclical and defensive sectors. Energy and natural resources feature prominently, with oil majors like Equinor and Petrobras delivering strong free cash flow yields and double-digit dividend payouts. Financials also remain well-represented, led by Synchrony Financial, which continues to trade at a deep discount with robust profitability and a net cash balance sheet.

Here’s a summary of the notable large-cap value stocks from this week’s screener, grouped by industry category, with highlights on valuation, profitability, and shareholder returns:


Financials

Synchrony Financial (SYF) – Specialty Finance

  • Acquirer’s Multiple: 2.1 (best in screener)
  • Free Cash Flow Yield: 36.95%
  • Shareholder Yield: 6.74%
  • Debt/Equity: -17.42% (net cash position)
  • Summary: A standout financial stock offering exceptional free cash flow and a clean balance sheet. Despite moderate ROA (9%), it’s extremely cheap and shareholder-friendly.

Energy / Oil & Gas

Equinor ASA (EQNR) – Integrated Oil & Gas

  • Acquirer’s Multiple: 2.5
  • ROA: 22%
  • Dividend Yield: 11.28%
  • IV/P: 3.9
  • Summary: Equinor combines high profitability, strong dividend payouts, and deep undervaluation. A compelling pick in the global energy sector.

Petrobras (PBR) – Integrated Oil & Gas

  • Acquirer’s Multiple: 3.9
  • FCF Yield: 40.95%
  • Dividend Yield: 38.20%
  • ROA: 14%
  • Summary: One of the highest-yielding names in the screener, Petrobras is a cash flow machine.

Automobiles

Stellantis N.V. (STLA) – Consumer Vehicles

  • Acquirer’s Multiple: 4.9
  • Dividend Yield: 17.84%
  • Shareholder Yield: 28.94%
  • IV/P: 1.50
  • Summary: Stellantis continues to return a massive portion of cash to shareholders, making it an outlier in the auto sector despite cyclical concerns.

Mining / Commodities

Vale S.A. (VALE) – Metal Ore Mining

  • Acquirer’s Multiple: 5.2
  • ROA: 13%
  • Dividend Yield: 8.16%
  • Summary: A major iron ore producer trading at a discount with strong dividend support, though performance is tied closely to Chinese demand and commodity cycles.