This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
Tuesday, August 11, 2026 · Johnny Hopkins
This week’s Acquirer’s Multiple® Large-Cap screen continues to uncover attractive value opportunities across a broad range of industries, despite ongoing investor enthusiasm for artificial intelligence and mega-cap technology stocks.
While market attention remains focused on AI-related growth stories, this week’s screen highlights attractively valued businesses spanning financials, energy, healthcare, communications, consumer sectors, technology, industrials, transportation, materials, and real estate.
Financials remain well represented. Synchrony Financial (SYF), Cigna Group (CI), and Fidelity National Information Services (FIS) continue 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), and BP (BP) occupy three of the highest positions, supported by substantial cash generation and disciplined capital allocation despite ongoing commodity-price uncertainty.
Healthcare also offers several compelling opportunities. Sanofi (SNY), Tenet Healthcare (THC), and Bristol-Myers Squibb (BMY) operate established healthcare businesses benefiting from resilient demand and significant earnings and cash flow generation.
Communications and media remain well represented. Fox Corporation (FOXA), Charter Communications (CHTR), and Comcast (CMCSA) continue generating substantial cash flow from media assets, broadband networks, and communications infrastructure while trading at relatively modest valuation multiples.
Consumer-oriented businesses also feature prominently, led by Lululemon Athletica (LULU), Altria (MO), and Fomento Económico Mexicano (FMX). These businesses provide exposure across apparel, tobacco, and food and beverage retail, highlighting the diversity of value opportunities within the consumer sector.
Technology provides several notable opportunities. Cognizant Technology Solutions (CTSH), HP Inc. (HPQ), and SK Hynix (SKHY) combine established competitive positions with attractive valuations relative to many of the market’s higher-priced technology leaders.
The screen also highlights opportunities across industrials, transportation, materials, and real estate. Leidos Holdings (LDOS), PTC (PTC), and Otis Worldwide (OTIS) lead the industrial names, while Ryanair (RYAAY), UPS (UPS), and FedEx (FDX) stand out in transportation. CF Industries (CF), Nutrien (NTR), and First Solar (FSLR) provide materials and energy-transition exposure, while PulteGroup (PHM), VICI Properties (VICI), and Copart (CPRT) add further diversification.
Bottom Line
This week’s screen reinforces that attractive valuations and durable cash-generating businesses remain available well beyond the market’s AI-driven leaders. For long-term value investors, opportunities continue to emerge across a diverse range of established industries.
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