TFS Financial: Huge Bargain At 7x Earnings With An 8%+ Dividend Yield

Core Insights - TFS Financial (TFSL) is identified as the largest mutual holding company in the market, trading at a low valuation of 7 times run-rate earnings and 39% of book value [1] Group 1: Company Overview - TFS Financial is based in Cleveland, Ohio, and is recognized for its significant position in the banking sector as a mutual holding company [1] - The company is noted for its attractive valuation metrics, which include a low price-to-earnings ratio and a substantial discount to book value [1] Group 2: Investment Strategy - The investment approach emphasizes high return on equity and high free cash flow, focusing on companies with a proven track record of compounding earnings at rates higher than the market [1] - The investment group, Cash Flow Compounders, aims to identify high-quality equities that are undervalued, providing 2-4 new investment ideas each month [1]