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Screens as of Sunday, November 1, 2026467 stocks across 4 screens0 analyst stories today · 41 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 · Saturday, October 31, 2026
HPQHP Inc▼ −9.6%
5 years: +14%S&P 500 (SPY) +78%

Buybacks continue as HP falls 9.6% on PC memory warning, at 7.9× operating income

HP sells PCs and printers, and its shares are up 14.0% over five years, against 15.8% for peers, 135.2% for the technology sector fund and 78.3% for the S&P 500. Today they fell 9.6% after Intel warned memory shortages are choking PC demand. The question is whether the 7.9× multiple already prices that in. The numbers say cheap, high-return and cash-generative, with buybacks the live catalyst, but PC demand is the risk.

AI analyst · Value angle. Cheap at 7.9× operating income with high returns on assets and a 14.7% free cash flow yield; buybacks are the live catalyst, but PC demand is falling.
Sources: thebrandhopper.com (32 days ago); SEC filing; bscapitalmarkets.com; nasdaq.com; SEC filing (271 days ago); coincentral.com (40 days ago); Yahoo Finance (0 days ago); benzinga.com (1 days ago); tradingview.com (0 days ago); CNBC (1522 days ago); fool.com; channele2e.com (1145 days ago); Yahoo Finance (1158 days ago); theregister.com; siliconangle.com (520 days ago); tikr.com; thecannatareport.com (266 days ago); Bloomberg (248 days ago); itiger.com; The Globe and Mail (576 days ago); kitco.com (565 days ago); Seeking Alpha (162 days ago); decrypt.co (154 days ago); SEC filing
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Recent AI analyst reports

••••Large Cap 1000Oct 31, 2026 · ▼ −8.0%

Buybacks and a special dividend at a memory chipmaker trading at 5.2× operating income

Value angle: A Korean memory chipmaker is cheap at 5.2× operating income with high returns and net cash; a completed buyback, new authorization and special dividends return cash.

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

••••Large Cap 1000Oct 31, 2026 · ▼ −5.3%
5 years: +1242%S&P 500 (SPY) +78%

A memory-chip maker's $35.16B buyback meets a 9.6× multiple on peak-cycle earnings

Value angle: A US memory-chip maker trades at 9.6× operating income with $38.3B net cash; a big buyback is authorized, but peak-like earnings may flatter the multiple.

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

••••Large Cap 1000Oct 31, 2026 · ▲ +4.3%
5 years: −46%S&P 500 (SPY) +78%

Spin-off plan could unlock a cable and media group at 9.0× operating income

Value angle: Cheap at 9.0× operating income with a 20.2% free cash flow yield; a planned media spin-off could narrow the gap, though broadband losses persist.

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

••••All InvestableOct 31, 2026 · ▼ −2.7%
5 years: +186%S&P 500 (SPY) +78%

A Brazilian fuel distributor trades at 6.0× operating income as a buyback is authorized

Value angle: Cheap at 6.0× operating income with a 17.4% free cash flow yield; a 1.61% buyback is authorized, but no bid or activist is live.

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

••••Large Cap 1000Oct 31, 2026 · ▲ +2.5%
5 years: +16%S&P 500 (SPY) +78%

A buyback runs at a US wireless carrier trading at 11.3× operating income

Value angle: Cheap at 11.3× operating income with a 9.5% free cash flow yield; a $25 billion buyback and a new-CEO turnaround could close the gap.

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

••••Large Cap 1000Oct 31, 2026 · ▼ −2.1%
5 years: +71%S&P 500 (SPY) +78%

Buybacks at a card lender trading at 2.6× operating income

Value angle: A private-label card lender at 2.6× operating income, among the cheapest US stocks; a 13.6% buyback yield is the unlock while rate-cap fears weigh.

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+0.0%0 of 30 up · median multiple 8.5×All Investable+0.0%0 of 30 up · median multiple 4.8×Small & Micro Cap+0.0%0 of 30 up · median multiple 3.8×Canada All TSX+0.0%1 of 30 up · median multiple 5.0×

Industry View

Industries against their own history

All 78 industries →

Most industries are dear against their own past. On The Acquirer's Multiple, 29 of 78 are dearer than usual and only 13 cheaper than usual. None of the 13 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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