This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
Tuesday, September 1, 2026 · Johnny Hopkins
This week’s Acquirer’s Multiple® Large-Cap screen continues to uncover attractive value opportunities across a broad range of industries, with energy stocks particularly prominent among the cheapest companies in the screen.
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), Fidelity National Information Services (FIS), and SS&C Technologies Holdings (SSNC). Synchrony remains the standout, with an Acquirer’s Multiple of just 2.6x, making it the cheapest stock in this week’s screen.
Energy remains one of the strongest areas of the screen. Equinor (EQNR), Petrobras (PBR), and APA Corporation (APA) lead the sector, with Acquirer’s Multiples of 3.3x, 5.0x, and 5.4x, respectively. BP (BP), YPF (YPF), HF Sinclair (DINO), and Shell (SHEL) also rank highly.
Healthcare offers several notable opportunities. Sanofi (SNY), Cigna Group (CI), and Novo Nordisk (NVO) lead the group, all trading at Acquirer’s Multiples below 10x. Bristol-Myers Squibb (BMY) and Zoetis (ZTS) also feature prominently.
Communications and media are led by Telkom Indonesia (TLK), Fox Corporation (FOXA), and Charter Communications (CHTR), providing exposure across telecommunications, media, broadband, and communications infrastructure.
Consumer-oriented businesses are led by Lululemon Athletica (LULU), Altria (MO), and Fomento Económico Mexicano (FMX), with Lululemon trading at an Acquirer’s Multiple of just 7.3x.
Technology offers several notable opportunities, led by HP Inc. (HPQ), Cognizant Technology Solutions (CTSH), and CGI (GIB), with Acquirer’s Multiples of 8.2x, 8.6x, and 9.1x, respectively. SK Hynix (SKHY) follows at 9.7x.
Industrials are led by First Solar (FSLR), Leidos Holdings (LDOS), and Otis Worldwide (OTIS), while transportation is headed by Ryanair (RYAAY) and UPS (UPS).
Materials remain well represented, with CF Industries (CF) and Sociedad Química y Minera (SQM) among the leading opportunities.
Bottom Line
This week’s screen shows that compelling valuations remain available across multiple sectors. Energy is particularly prominent, while Synchrony stands out as the cheapest company overall. Opportunities across healthcare, communications, consumer businesses, and technology provide further diversification for value-focused investors.
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