Deep-Value Stocks

Deep-Value Stocks

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A Healthy Net-Net for 3.9x FCF
FCF was also higher last year than the 5-year average with consistent 24% margins.
A Global Market-Leader Priced at 1.5 TTM FCF
It's also a net-net trading at less than half its liquidation value.
A Growing Market-Leader Priced at 3.8x FCF
Also buying back stock and holding more cash than market cap.
A Net-Net With a Catalyst
The stock is trading at 0.5x TBV with an 8x P/FCF ratio and a negative EV.
My Favourite Deep-Value Stock (2025)
It's a cannibal cash machine, eating its own shares and paying dividends while trading with an EV/FCF ratio of 5.
1.4x FCF And Trading at 60% of TBV
This is also a high-quality business with a 5Y dividend yield of almost 40%.
A $435m Business Priced At 1x FCF
It's also trading at 0.3 TBV, still paying dividends, and is over 100 years old.
A UK Cash-Cow Trading At 3X FCF
Plus a decade of positive FCF and 70% upside to its fair-value (which is increasing YoY).
A £300m Business Trading at 2.6x FCF
This UK listed stock stock also has a TBV ratio of 0.6 and a lean, efficient business model.
A low-risk, US net-net with consistent FCF
An opportunity to buy dollars for cents while getting a cash-flowing business thrown in for free.
A Cash-Machine Priced Below Scrap Value
A business priced at 1x earnings with a very strange back story.
P/FCF ratio 1.6 AND TBV ratio of 0.28
One of the best examples of a business that's cheap to BOTH assets and earnings I've ever seen...
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