This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
Tuesday, July 28, 2026 · Johnny Hopkins
This week’s Acquirer’s Multiple® Large-Cap screen continues to uncover attractive value opportunities across a wide range of industries, despite ongoing investor enthusiasm for artificial intelligence and the largest technology companies.
While much of the market remains focused on AI-related growth stocks, this week’s screen highlights attractively valued businesses spanning financial services, energy, healthcare, communications, consumer sectors, industrials, transportation, real estate, and technology.
Financials continue to feature prominently. Synchrony Financial (SYF), SS&C Technologies (SSNC), and Fidelity National Information Services (FIS) are generating substantial earnings and cash flow while trading at valuation levels that remain attractive relative to their long-term fundamentals.
Energy once again stands out as one of the strongest areas of the screen. Equinor (EQNR), Petrobras (PBR), BP (BP), TotalEnergies (TTE), Shell (SHEL), HF Sinclair (DINO), Cheniere Energy Partners (CQP), and Cheniere Energy (LNG) continue producing robust cash flows despite ongoing uncertainty surrounding global commodity prices. Many remain committed to disciplined capital allocation and shareholder returns.
Healthcare also offers a number of compelling opportunities. Tenet Healthcare (THC), Cigna (CI), Sanofi (SNY), Bristol-Myers Squibb (BMY), Zoetis (ZTS), GE HealthCare Technologies (GEHC), Gilead Sciences (GILD), Philips (PHG), and CVS Health (CVS) operate established healthcare franchises benefiting from resilient demand while trading at reasonable valuations.
Communications and media remain well represented. Fox Corporation (FOXA), Comcast (CMCSA), Charter Communications (CHTR), Ericsson (ERIC), and AT&T (T) continue to generate significant cash flow from mature communications infrastructure and media assets while trading at valuation multiples well below many high-growth technology names.
Consumer-oriented businesses also feature throughout this week’s screen, including Altria (MO), British American Tobacco (BTI), Best Buy (BBY), Kroger (KR), Ulta Beauty (ULTA), Unilever (UL), Lowe’s (LOW), and Fomento Económico Mexicano (FMX). These businesses continue demonstrating resilient operating performance despite ongoing concerns about consumer spending.
The screen also highlights opportunities across technology, industrials, transportation, materials, and real estate. Cognizant Technology Solutions (CTSH), HP (HPQ), SK Hynix (SKHY), Sony Group (SONY), PTC (PTC), TE Connectivity (TEL), CF Industries (CF), Nutrien (NTR), PulteGroup (PHM), Ryanair (RYAAY), UPS (UPS), FedEx (FDX), Copart (CPRT), Otis Worldwide (OTIS), First Solar (FSLR), and VICI Properties (VICI) illustrate the breadth of value opportunities available beyond today’s most crowded investment themes.
Bottom Line
This week’s screen reinforces that attractive valuations, durable cash generation, and resilient business models remain available well beyond the market’s AI-driven leaders. For long-term value investors, a diverse group of established companies continues to offer compelling opportunities at significantly more modest valuation multiples.
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