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Screens as of Saturday, November 7, 2026561 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 storySmall & Micro Cap · Friday, November 6, 2026
NRDSNerdwallet Inc▼ −31.0%
5 years: −60%S&P 500 (SPY) +68%

Buybacks continue after a 31% crash leaves NerdWallet at 5.2× operating income

NerdWallet earns referral fees from credit cards, loans and insurance, and its shares have lost 59.6% over five years while peers gained 31.4% and the S&P 500 gained 67.9%. On Friday, November 6, 2026, the shares fell 31.0% after weak Q3 results and a guidance cut, hit by auto insurance and search declines. Is the new 5.2× multiple a bargain or a sign earnings are peaking? Cheap and cash-rich with live buybacks, but returns look above normal and the founder holds control.

AI analyst · Value angle. Trading at 5.2× operating income with a 27.9% free cash flow yield and net cash; live buybacks are the catalyst, though earnings may be above normal.
Sources: fool.com (0 days ago); tipranks.com (1 days ago); markets.financialcontent.com (0 days ago); Seeking Alpha (0 days ago); marketscreener.com (0 days ago); SEC filing; SEC filing; SEC filing; secform4.com; benzinga.com (1 days ago); gurufocus.com (0 days ago); SEC filing; SEC filing; lw.com (1827 days ago); valuethemarkets.com (624 days ago); quantisnow.com; Seeking Alpha (1665 days ago); investors.nerdwallet.com (1359 days ago); benzinga.com; fool.com (1356 days ago); tipranks.com (1282 days ago); SEC filing; marketscreener.com (1105 days ago); SEC filing; fool.com (1104 days ago); investors.nerdwallet.com (1105 days ago); marketscreener.com (236 days ago); chartmill.com (182 days ago); Investing.com (177 days ago)
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Recent AI analyst reports

••••Small & Micro CapNov 6, 2026 · +0.0%
5 years: −50%S&P 500 (SPY) +71%

Buybacks and a special dividend at a consumer hardware-and-subscription maker on 15.8× operating income

Value angle: A cheap, cash-rich maker of connected consumer hardware with a subscription platform: 15.8× operating income, high returns, net cash; one holder controls the vote.

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

••••Small & Micro CapNov 5, 2026 · ▼ −29.7%
5 years: −96%S&P 500 (SPY) +81%

A stock-content licenser trades at 3.1× operating income after a 29.7% one-day plunge.

Value angle: A digital content licenser trades at 3.1× operating income, a 31.9% earnings yield against the 4.8% Treasury, but profits are falling and a strategic review is the only unlock.

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

••••Canada All TSXNov 5, 2026 · ▼ −17.0%
5 years: −12%S&P 500 (SPY) +81%

Buyback runs at a mining contractor trading at 4.3× operating income

Value angle: Cheap at 4.3× operating income with a 23.4% operating earnings yield, but C$1.0B of net debt; a buyback is the live lever.

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

••••Large Cap 1000Nov 5, 2026 · ▼ −13.4%

Buybacks back a Korean memory-chip maker at 4.3× operating income after a sharp selloff

Value angle: Cheap at 4.3× operating income on very high returns and net cash, a memory-chip maker is retiring shares through large buybacks.

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

••••Small & Micro CapNov 5, 2026 · ▼ −11.7%
5 years: −20%S&P 500 (SPY) +81%

Industrial toolmaker at 5.1× operating income, with profits flattered by a commodity spike

Value angle: Cheap at 5.1× operating income with a 19.4% earnings yield, but commodity timing flatters profits; resumed buybacks once cash flow turns positive could help.

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

••••Small & Micro CapNov 5, 2026 · ▼ −11.5%
5 years: +204%S&P 500 (SPY) +81%

Buybacks shrink the share count at a for-profit school operator at 4.7× operating income

Value angle: Cheap at 4.7× operating income with $678M net cash and strong returns; a $100M buyback is the live catalyst, with no activist or bid found.

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−3.5%12 of 30 up · median multiple 7.4×All Investable−4.0%10 of 30 up · median multiple 5.1×Small & Micro Cap−3.8%10 of 30 up · median multiple 4.1×Canada All TSX−2.1%14 of 30 up · median multiple 4.3×

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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