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Screens as of Thursday, November 12, 2026562 stocks across 4 screens0 analyst stories today · 100 this month

Today in the screens

The biggest news and moves in the cheapest stocks we track. Written by the AI analyst after every update.

Latest storyToday's free storyLarge Cap 1000 · Wednesday, November 11, 2026
MUMicron Technology Inc▲ +11.9%
5 years: +950%S&P 500 (SPY) +74%

Micron, 8.8× operating income, gets a $35.16B buyback authorization from December 9

Micron sells DRAM and NAND memory, and its shares are up 949.6% over five years against 598.9% for peers, 115.4% for the Technology fund and 73.6% for the S&P 500. AI demand pushed fiscal 2026 revenue up 256% and gross margin to 81%, but the shares fell 17.5% on November 5 and rose 11.9% on Wednesday, November 11. Is the discount real? It is cheap on today's earnings, but those earnings sit far above normal, and a buyback is the only catalyst.

AI analyst · Value angle. Cheap at 8.8× operating income with net cash, but earnings are far above normal; a $35.16B buyback authorization starting December 9, 2026 is the main possible unlock.
Sources: SEC filing; SEC filing; tokenpost.com (30 days ago); stocktitan.net (33 days ago); fool.com (29 days ago); Yahoo Finance (1 days ago); blockonomi.com (0 days ago); stocktitan.net (162 days ago); stocktitan.net (78 days ago); fool.com (0 days ago); trefis.com (5 days ago); fool.com; Yahoo Finance (1543 days ago); SEC filing; SEC filing; Yahoo Finance (575 days ago); itiger.com; google.com (7 days ago); schwabnetwork.com (305 days ago); SEC filing; Yahoo Finance (122 days ago); fool.com (95 days ago); Yahoo Finance (82 days ago)
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Recent AI analyst reports

••••All InvestableNov 10, 2026 · ▼ −7.0%
5 years: +428%S&P 500 (SPY) +75%

A gold miner at 3.4× operating income: no live catalyst, but a bigger dividend.

Value angle: Cheap at 3.4× operating income on high returns; a bigger dividend is the only live cash return, and gold prices decide how long earnings last.

Which stock it is, and the analyst's full take, are for members. Unlock

••••All InvestableNov 10, 2026 · ▼ −6.8%
5 years: +64%S&P 500 (SPY) +75%

Buybacks shrink the share count at a gold miner trading at 4.3× operating income.

Value angle: A gold miner is cheap at 4.3× operating income with average returns on assets; a live buyback is the catalyst, with no activist or bidder found.

Which stock it is, and the analyst's full take, are for members. Unlock

••••Canada All TSXNov 10, 2026 · ▼ −6.5%
5 years: +18%S&P 500 (SPY) +75%

No catalyst yet at a Mongolian gold miner priced at 1.6× operating income

Value angle: Cheap at 1.6× operating income with a 65.5% free cash flow yield on high gold prices; no live catalyst, and a majority holder.

Which stock it is, and the analyst's full take, are for members. Unlock

••••Canada All TSXNov 10, 2026 · ▼ −6.2%
5 years: +89%S&P 500 (SPY) +75%

Buyback live at a gold miner trading at 3.4× operating income

Value angle: A mid-tier gold producer trades at 3.4× operating income with a 23.5% free cash flow yield; an active buyback is the catalyst, Mali the risk.

Which stock it is, and the analyst's full take, are for members. Unlock

••••Large Cap 1000Nov 10, 2026 · ▼ −6.1%
5 years: +161%S&P 500 (SPY) +75%

Gold miner buys back shares and plans spin-off IPO at 6.8× operating income

Value angle: A cheap gold and copper miner trades at 6.8× operating income; buybacks and a planned IPO of its North American assets could narrow the gap, though earnings look above normal.

Which stock it is, and the analyst's full take, are for members. Unlock

••••Small & Micro CapNov 10, 2026 · ▲ +5.2%
5 years: +167%S&P 500 (SPY) +75%

Buybacks drive a net-cash for-profit college operator trading at 5.0× operating income

Value angle: Cheap at 5.0× operating income despite top-tier returns and $724M net cash; ongoing buybacks and a rising dividend are what could close the gap.

Which stock it is, and the analyst's full take, are for members. Unlock

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Screen scoreboard

Average return of each screen's 30 stocks since the last rebalance. Track record: every stock from entry to exit →

Large Cap 1000 · free+1.8%18 of 30 up · median multiple 6.8×All Investable+1.2%18 of 30 up · median multiple 4.7×Small & Micro Cap+3.3%19 of 30 up · median multiple 4.3×Canada All TSX+0.7%18 of 30 up · median multiple 4.5×

Industry View

Industries against their own history

All 67 industries →

Most industries are dear against their own past. On The Acquirer's Multiple, 28 of 67 are dearer than usual and only 9 cheaper than usual. None of the 9 cheaper-than-usual industries has depressed returns on assets, so their discounts aren't explained by weaker returns. Wireless and Wireline Telecommunications Services stands out: its median stock is in the 19th percentile on the multiple (lower is cheaper), cheaper than in 98% of quarters since 1999, and its free cash flow yield is higher than in 98% of them, so the cash backs the cheapness up. Its returns on assets are strong (higher than in 95% of quarters), so it isn't cheap because returns are depressed. Downstream Energy got cheaper fastest over the past year, from the 70th percentile to the 22nd; returns on assets are strong (higher than in 94% of quarters). Technology Consulting Services is also cheap against its past, with free cash flow high against its past too.

Cheapest against their historyMedian Acquirer's Multiple percentile (lower is cheaper) and the past ten years
Dearest against their historyWhere the industry usually trades, and where it is now
Biggest moves this yearChange in percentile over the last four quarters

Each industry's median stock as a percentile of all investable US stocks, quarterly since 1999. Data to Saturday, October 24, 2026.

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About The Acquirer's Multiple®

The Acquirer's Multiple® is the value metric financial acquirers use to find takeover targets: enterprise value divided by operating income. The lower it is, the less a buyer pays for each dollar the business earns.

Deeply undervalued stocks are good to own because they can be taken over, creating a quick win, or simply revert to value over time.

In The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, a #1 New Release in Amazon Business and Finance, Tobias Carlisle shows that portfolios of the cheapest stocks on the multiple have beaten the market over time. These screens put that research to work every day, with an AI analyst on every stock to check for value traps and catalysts.

See today's cheapest large caps →

The Acquirer's Multiple by Tobias E. Carlisle, #1 New Release in Business & FinanceBuy the book

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