S&P 500: Value Investing Analysis

About the S&P 500

This index contains 982 stocks, of which we've analyzed 78. The suggested margin of safety is 20%.

Index membership signals liquidity and institutional acceptance, making these stocks suitable for value investors seeking established companies with adequate trading volume.

S&P 500 Stocks: Value Metrics

Review the stocks in this index to compare valuations and identify companies trading below intrinsic value. Use these metrics to focus your research on the most promising opportunities.

Discounted stocks in the S&P 500 index
Company Current Price Current Price Discount
10 years
Molson Coors Beverage Company
(TAP)
$42.51 55.0%
Molson Coors Beverage Company
(TAP)
$42.51 55.0%
Amazon.com
(AMZN)
$230.86 42.5%
Amazon.com
(AMZN)
$230.86 42.5%
Devon Energy Corporation
(DVN)
$42.66 32.4%
Devon Energy Corporation
(DVN)
$42.66 32.4%
Invesco Ltd.
(IVZ)
$29.43 17.0%
Invesco Ltd.
(IVZ)
$29.43 17.0%
Carnival Corporation & Plc
(CCL)
$28.23 none
Colgate-Palmolive Company
(CL)
$92.73 none
Electronic Arts
(EA)
$208.87 none
Expedia Group
(EXPE)
$295.79 none
Exxon Mobil Corporation
(XOM)
$153.04 none
First Horizon National Corporation
(FHN)
$26.02 none
First Solar
(FSLR)
$202.59 none
Freeport-McMoRan
(FCX)
$61.64 none
General Mills
(GIS)
$37.65 none
Hasbro
(HAS)
$96.34 none
Intuit
(INTU)
$312.99 none
Xylem
(XYL)
$124.97 none
Lockheed Martin Corporation
(LMT)
$581.31 none
Loews Corporation
(L)
$119.40 none
Marathon Petroleum Corporation
(MPC)
$306.05 none
Merck & Co.
(MRK)
$131.82 none
Northrop Grumman Corporation
(NOC)
$549.22 none
NVIDIA Corporation
(NVDA)
$197.01 none
O'Reilly Automotive
(ORLY)
$91.17 none
ONEOK
(OKE)
$88.80 none
Pinnacle West Capital Corporation
(PNW)
$105.33 none
Principal Financial Group
(PFG)
$114.09 none
Public Storage
(PSA)
$330.47 none
Textron
(TXT)
$89.96 none
Thermo Fisher Scientific
(TMO)
$576.41 none
Weyerhaeuser Company
(WY)
$24.61 none
Zions Bancorporation, National Association
(ZION)
$69.52 none
Accenture plc
(ACN)
$164.66 none
Aflac Incorporated
(AFL)
$129.55 none
Air Products and Chemicals
(APD)
$292.85 none
American Electric Power Company
(AEP)
$133.02 none
Bank of America Corporation
(BAC)
$62.62 none
H&R Block
(HRB)
$44.94 none
Boston Scientific Corporation
(BSX)
$46.06 none
Cardinal Health
(CAH)
$232.51 none
Carnival Corporation & Plc
(CCL)
$28.23 none
Colgate-Palmolive Company
(CL)
$92.73 none
Electronic Arts
(EA)
$208.87 none
Expedia Group
(EXPE)
$295.79 none
Exxon Mobil Corporation
(XOM)
$153.04 none
First Horizon National Corporation
(FHN)
$26.02 none
First Solar
(FSLR)
$202.59 none
Freeport-McMoRan
(FCX)
$61.64 none
General Mills
(GIS)
$37.65 none
Hasbro
(HAS)
$96.34 none
Intuit
(INTU)
$312.99 none
Xylem
(XYL)
$124.97 none
Lockheed Martin Corporation
(LMT)
$581.31 none
Loews Corporation
(L)
$119.40 none
Marathon Petroleum Corporation
(MPC)
$306.05 none
Merck & Co.
(MRK)
$131.82 none
Northrop Grumman Corporation
(NOC)
$549.22 none
NVIDIA Corporation
(NVDA)
$197.01 none
O'Reilly Automotive
(ORLY)
$91.17 none
ONEOK
(OKE)
$88.80 none
Pinnacle West Capital Corporation
(PNW)
$105.33 none
Principal Financial Group
(PFG)
$114.09 none
Public Storage
(PSA)
$330.47 none
Textron
(TXT)
$89.96 none
Thermo Fisher Scientific
(TMO)
$576.41 none
Weyerhaeuser Company
(WY)
$24.61 none
Accenture plc
(ACN)
$164.66 none
Zions Bancorporation, National Association
(ZION)
$69.52 none
Aflac Incorporated
(AFL)
$129.55 none
Air Products and Chemicals
(APD)
$292.85 none
American Electric Power Company
(AEP)
$133.02 none
Bank of America Corporation
(BAC)
$62.62 none
H&R Block
(HRB)
$44.94 none
Boston Scientific Corporation
(BSX)
$46.06 none
Cardinal Health
(CAH)
$232.51 none

How to Invest in S&P 500 Stocks

Index-Specific Investment Considerations

When evaluating S&P 500 constituents, consider these key factors:

  • Index weighting: Understand whether stocks are market-cap weighted or equally weighted to gauge concentration risk
  • Rebalancing dynamics: Index reconstitutions can create temporary mispricings as passive funds adjust holdings
  • Sector exposure: Review sector composition to ensure alignment with your portfolio diversification goals
  • Liquidity profile: Index membership typically ensures adequate trading volume for entry and exit
  • Quality screening: Use index standards as a baseline, then apply growth forecasting and valuation analysis

✓ Index Stock Analysis Checklist

  • Compare P/E ratios within the index
  • Evaluate free cash flow generation
  • Assess debt levels relative to index peers
  • Check dividend sustainability
  • Review competitive positioning
  • Calculate adequate margin of safety

Common Index Investing Pitfalls

  • Assuming index membership = automatic buy
  • Ignoring valuation in favor of brand recognition
  • Overlooking concentration in top holdings
  • Buying at index inclusion peaks (momentum traps)
  • Neglecting sector diversification within index
  • Failing to reassess as fundamentals change