This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
Tuesday, August 25, 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, and materials.
Financials are led by Synchrony Financial (SYF), SS&C Technologies Holdings Inc (SSNC), and Fidelity National Information Services (FIS). Synchrony remains the standout, with an Acquirer’s Multiple of just 2.7x.
Energy remains one of the strongest areas of the screen. Petrobras (PBR), APA Corporation (APA), and HF Sinclair (DINO) lead the sector, with Acquirer’s Multiples of 4.8x, 5.4x, and 6.9x respectively.
Healthcare also offers several compelling opportunities. Sanofi (SNY), Cigna Group (CI), and Bristol-Myers Squibb (BMY) lead the group, combining established market positions with resilient demand and significant cash flow generation.
Communications and media are led by Telkom Indonesia (TLK), Fox Corporation (FOXA), and Charter Communications (CHTR). These businesses provide exposure across telecommunications, media, broadband, and communications infrastructure.
Consumer-oriented businesses are led by Lululemon Athletica (LULU), Altria (MO), and Fomento Económico Mexicano (FMX), providing exposure across apparel, tobacco, and food and beverage retail.
Technology offers several notable opportunities, led by HP Inc. (HPQ), Cognizant Technology Solutions (CTSH), and SK Hynix (SKHY). These companies trade at Acquirer’s Multiples of 8.0x, 8.3x, and 8.7x, respectively.
Industrials are led by First Solar (FSLR), Leidos Holdings (LDOS), and Otis Worldwide (OTIS), while transportation is headed by Ryanair (RYAAY), UPS (UPS).
Materials remain well represented, with CF Industries (CF), Nutrien (NTR), and Avery Dennison (AVY) offering exposure across fertilizers, agricultural inputs, specialty chemicals, and packaging.
Bottom Line
This week’s screen reinforces that attractive valuations remain available well beyond the market’s AI-driven leaders. Energy remains particularly prominent, while opportunities across financials, healthcare, communications, consumer businesses, and technology provide considerable diversification for long-term value investors.
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