This Week’s FREE U.S. Large-Cap Stock Screener Analysis
Tuesday, July 29, 2025 · Johnny Hopkins
This week’s large-cap value screener reveals a select group of stocks offering a compelling blend of low valuation, strong free cash flow, and high shareholder returns.
Focusing on companies with an Acquirer’s Multiple under 5, FCF yield above 5%, and shareholder yield over 5%, we uncover four standout names across energy, finance, and healthcare.
Top Screened Stocks (Low Acquirer’s Multiple, High FCF + Shareholder Yield)
| Ticker | Company | Industry | Acquirer’s Multiple | FCF Yield | Shareholder Yield | Dividend Yield |
|---|---|---|---|---|---|---|
| SYF | Synchrony Financial | Specialty Finance | 2.2 | 35.34% | 6.45% | 1.71% |
| EQNR | Equinor ASA | Integrated Oil and Gas Exploration and Production | 2.5 | 10.42% | 19.47% | 11.02% |
| PBR | Petroleo Brasileiro ADR Reptg 2 Ord Shs | Integrated Oil and Gas Exploration and Production | 3.8 | 41.87% | 39.33% | 39.05% |
| CNC | Centene Corp | Healthcare Support Services | 4.7 | 11.17% | 22.24% | 0.00% |
Industry Insights
Energy (Oil & Gas)
Equinor (EQNR) continues to show strength with a shareholder yield near 20% and a robust 11% dividend yield. Meanwhile, Petrobras (PBR) stands out dramatically with an eye-popping 42% FCF yield and 39% dividend yield—still benefiting from outsized cash flows and aggressive shareholder distributions.
Specialty Finance
Synchrony Financial (SYF) is a model of value investing fundamentals. A low Acquirer’s Multiple of 2.2, combined with a 35% FCF yield and disciplined capital returns, makes SYF a standout for investors seeking financials with strong economics and shareholder focus.
Healthcare
Centene (CNC) rounds out the list with a compelling mix of FCF efficiency and buybacks. Despite offering no dividend, its 22.24% shareholder yield—driven by repurchases—positions it well for value-oriented investors looking for healthcare exposure.
Final Thoughts
With market breadth narrowing and fundamentals reasserting their importance, stock selection is critical. These four companies exemplify the traits value investors seek: cash-generative businesses returning capital to shareholders at attractive prices.
For those scanning the markets for real value, these names are worth a deeper look.