This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen

This week’s Acquirer’s Multiple® Large-Cap screen again clusters around capital-intensive cyclicals, cheap financials, and mature hardware franchises whose realized cash economics continue to be priced as fundamentally fragile.The broader equity tape remains dominated by long-duration growth optionality and thematic scarcity, leaving balance sheet strength and free-cash-flow compounding chronically discounted.Across the top decile, capital returns remain abundant, but the market continues to underwrite dura ...