Friday, October 5, 2012

3 Dow Stocks Undervalued By Levered Free Cash Flows

If you consider yourself a value investor, you may be interested in the following list.

In the search for potentially undervalued stocks, we ran a screen on the Dow Jones Industrial Average (DJIA) for those with high ratios of levered free cash flow/enterprise value, possibly indicating that they are undervalued.

Levered free cash flow is the free cash flow after deducting interest payments on outstanding debt. Enterprise value is the sum of the firm’s value from all ownership sources: market cap, outstanding debt and preferred shares. Companies with high ratios of levered free cash flow/enterprise value may be undervalued by the market.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.?

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We also created a price-weighted index of the stocks mentioned below and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.

Do you think these companies are being underestimated? Use this list as a starting point for your own analysis.

List sorted by levered free cash flow/enterprise value.

1. General Electric Company (GE): Operates as a technology, service and finance company worldwide. Market cap of $182.43B. Levered free cash flow/enterprise value at 12.98% (levered free cash flow at $71.75B and enterprise value at $552.76B). The stock has had a couple of great days, gaining 5.24% over the last week.

2. Cisco Systems, Inc. (CSCO): Designs, manufactures and sells Internet protocol (IP)-based networking and other products related to the communications and information technology industry worldwide. Market cap of $98.97B. Levered free cash flow/enterprise value at 12.40% (levered free cash flow at $8.38B and enterprise value at $67.56B). The stock has lost 4.66% over the last year.

3. Hewlett Packard Company (HPQ): Offers various products, technologies, software, solutions and services to individual consumers and small- and medium-sized businesses (SMBs), as well as to the government, health and education sectors worldwide. Market cap of $51.41B. Levered free cash flow/enterprise value at 11.38% (levered free cash flow at $8.26B and enterprise value at $72.57B). The stock has lost 37.25% over the last year.

*Levered free cash flow and enterprise value data sourced from Yahoo! Finance, all other data sourced from Finviz.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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