Apr. 24 at 11:44 PM
Screening the market right now and it’s wild how many “quality names” are quietly trading at compressed multiples while index levels sit near highs.
You’ve got a cluster of large-cap / mega-cap names sitting under ~15x earnings:
$FISV ~7x
$KSPI ~7x
$ADBE ~9x
$PYPL ~9x
$LULU ~11x
CRM ~13x
APO ~13x
KR ~13x
JPM ~14x
DIS ~14x
KOF ~14x
INTU ~15x
What stands out isn’t just valuation — it’s dispersion. Same macro tape, but very different pricing of growth, margin durability, and forward expectations.
This is the kind of setup where either (1) earnings re-rate multiples higher, or (2) the market is correctly sniffing out slower growth ahead.
Either way, this is where long-term positioning gets built — not when everything is expensive, but when quality starts trading like it’s discounted.
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