This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
Tuesday, July 22, 2025 · Johnny Hopkins
This week’s large-cap value screener reveals a select group of stocks offering a compelling blend of low valuation, strong free cash flow, and high shareholder returns.
Focusing on companies with an Acquirer’s Multiple under 5, FCF yield above 5%, and shareholder yield over 5%, we uncover four standout names across energy, finance, and healthcare.
Top Screened Stocks (Low Acquirer’s Multiple, High FCF + Shareholder Yield)
| Ticker | Company | Industry | Acquirer’s Multiple | FCF Yield | Shareholder Yield | Dividend Yield |
|---|---|---|---|---|---|---|
| SYF | Synchrony Financial | Specialty Finance | 2.1 | 37.09% | 6.77% | 1.80% |
| EQNR | Equinor ASA | Integrated Oil & Gas | 2.5 | 10.62% | 19.85% | 11.24% |
| PBR | Petrobras (ADR) | Integrated Oil & Gas | 3.8 | 43.28% | 40.66% | 40.37% |
| CNC | Centene Corp | Healthcare Support Services | 4.8 | 10.93% | 21.78% | 0.00% |
Industry Insights
Energy (Oil & Gas)
Both Equinor (EQNR) and Petrobras (PBR) continue to screen as high-return standouts. Equinor boasts a solid 11% dividend yield and nearly 20% shareholder yield. Petrobras, meanwhile, is in a league of its own — with a staggering 43% FCF yield and 40% dividend yield, driven by record cash flows and aggressive capital return.
Specialty Finance
Synchrony Financial (SYF) represents a textbook case of value: a 2.1 Acquirer’s Multiple, 37% FCF yield, and disciplined capital returns through both buybacks and dividends. For those looking for a financial name with strong internal economics and capital allocation, SYF deserves a closer look.
Healthcare
Centene (CNC) is unique. It pays no dividend, but it returns capital primarily via repurchases, evident in its 21.78% shareholder yield. With a sub-5 Acquirer’s Multiple and FCF yield above 10%, CNC may appeal to investors seeking exposure to healthcare without relying on income.
Final Thoughts
This week’s screener highlights a powerful shift back to company-level fundamentals. With the S&P 500 Dispersion Index on the rise, stock selection is becoming more crucial — and these names reflect strong fundamentals at reasonable prices.
If you’re looking for companies that generate real cash and give it back to shareholders, this shortlist offers compelling value across sectors.