Below are the top-valued consumer staples stocks according to Validea's Earnings Yield Investor model, which is based on Joel Greenblatt's public strategy: This value model looks for companies with high return on capital and earnings yields.
ALTRIA GROUP INC (MO) is a large-cap value stock in the Tobacco industry. Our strategy, based on Joel Greenblatt, has a rating of 100% based on the company's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock while a score above 90% typically indicates strong interest.
Company Overview: Altria Group, Inc. is a holding company that offers a portfolio of tobacco products to U.S. tobacco consumers age 21 and older. The company's segments include smoking products, oral tobacco products, and all others. The smoking products segment includes combustible cigarettes manufactured and sold by Philip Morris USA Inc. (PM USA), and machine-made large cigars and pipe tobacco manufactured and sold by Middleton. The oral tobacco products segment includes moist smokeless tobacco (MST) and snus products manufactured and sold by US Smokeless Tobacco Company LLC (USSTC), and oral nicotine pouches manufactured and sold by Helix Innovations LLC (Helix). The oral tobacco products segment includes premium brands Copenhagen and Skoal, and Red Seal. It also includes on! oral nicotine pouches. The company's e-cigarette products are sold by NJOY, LLC (NJOY), a wholly owned subsidiary of the company. The company's tobacco subsidiaries sell tobacco products primarily to wholesalers.
The following table summarizes whether the stock meets each of the strategy's tests: Not all criteria in the table below receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Earnings Yield: Neutral Return on Tangible Capital: Neutral Final Ranking: Pass
Detailed Analysis of Altria Group
MO Group Analysis
MO Fundamental Analysis
RECKITT BENCKISER GROUP PLC – ADR (RBGLY) is a large-cap growth stock in the Personal & Household Products industry. It has a rating of 90% from our strategy based on Joel Greenblatt, based on the company's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock, while a score above 90% typically indicates strong interest.
Company Overview: Reckitt Benckiser Group PLC (Reckitt) is a global consumer goods company based in the UK. The company's operating segments consist of hygiene, health and nutrition businesses. The hygiene portfolio removes dirt, bacteria, pests and odors with products such as Lysol, Finish, Air Wick, Harpic and Mortein. The company's health portfolio offers a range of solutions that provide relief, protection, hygiene and personal care to households around the world through brands such as Dettol, Durex, Gaviscon, Nurofen, Mucinex, Strepsils and Veet. The nutrition business includes infant nutrition, adult nutrition and vitamins, minerals and supplements (VMS). The nutrition business' brands include Enfa, Enfamil, Nutramigen, Airborne, Move Free and Neuriva. The company's brands also include Dettol, Lysol, Harpic, Finish, Durex, Mucinex, Enfamil and Move Free.
The following table summarizes whether the stock meets each of the strategy's tests: Not all criteria in the table below receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Earnings Yield: Neutral Return on Tangible Capital: Neutral Final Ranking: Pass
RECKITT BENCKISER GROUP PLC – ADR Detailed Analysis
RBGLY Group Analysis
RBGLY Fundamental Analysis
TURNING POINT BRANDS INC (TPB) is a small cap growth stock in the Tobacco industry. Our strategy based on Joel Greenblatt has a rating of 90% based on the company's underlying fundamentals and the stock's valuation. A score above 80% typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Overview: Turning Point Brands, Inc. manufactures, markets and sells branded consumer products. It sells a variety of products to adult consumers, including staple products under the Zig-Zag and Stoker's brands. Its segments include Zig-Zag Products (Zig-Zag), Stoker's Products (Stoker's) and Creative Distribution Solutions. Zig-Zag is primarily engaged in the sale of rolling papers, tubes, related products, finished cigars, make-your-own cigar wraps, CLIPPER reusable lighters and other accessories. Stoker's manufactures, sells and distributes moist snuff (MST) and contract sells loose-leaf chewing tobacco products. Its Creative Distribution Solutions segment markets and distributes liquid nicotine products and certain other products that do not contain tobacco or nicotine. It distributes a variety of products to non-traditional retailers through Vapor Beast and to individual consumers through its VaporFi B2C online platform.
The following table summarizes whether the stock meets each of the strategy's tests: Not all criteria in the table below receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Earnings Yield: Neutral Return on Tangible Capital: Neutral Final Ranking: Pass
Detailed Analysis of TURNING POINT BRANDS INC.
TPB Group Analysis
TPB Fundamental Analysis
Herbalife Inc. (HLF) is a small-cap value stock in the Big Pharmaceuticals industry. Our strategy based on Joel Greenblatt has rated it 90% based on the company's underlying fundamentals and the stock's valuation. A score of 80% or above indicates that the strategy has some interest in the stock while a score above 90% indicates strong interest.
About the Company: Herbalife, Inc. is a global nutrition company. The company sells weight management, targeted nutrition, energy, sports and fitness, and other nutrition products through a network of independent members (members). Products include meal replacements, protein shakes, teas, aloe, high protein snacks, vitamins and supplements, and sports nutrition. The company offers a wide range of meal replacements, including protein shakes, bars, and soups. The snacks portfolio includes a variety of sweet, savory, and creamy options, including high protein iced coffee, protein bars, snack shakes, soups, and baking mixes. Herbal Aloe Concentrate is a beverage infused with aloe vera that can be mixed with water, tea, or protein shakes. The company has also developed a portfolio of nutritional supplements, including solutions for heart health, digestive health, immunity, and more. The company sells its products in approximately 95 markets around the world.
The following table summarizes whether the stock meets each of the strategy's tests: Not all criteria in the table below receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Earnings Yield: Neutral Return on Tangible Capital: Neutral Final Ranking: Pass
Detailed Analysis of Herbalife Inc.
HLF Group Analysis
HLF Fundamental Analysis
KENVUE INC (KVUE) is a large-cap growth stock in the Personal & Household Products industry. Our strategy based on Joel Greenblatt has a rating of 60% based on the company's underlying fundamentals and the stock's valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Overview: Kenvue Inc. is a consumer health company. The company operates through three segments: Self Care, Skin Health & Beauty, and Essential Health. Self Care product categories include Pain Care, Cough, Cold, Allergy, and Other Self Care (Digestive Health, Smoking Cessation, Eye Care, and Other). Skin Health & Beauty segment product categories include Face & Body Care, Hair, Tanning, and Other. Essential Health segment product categories include Oral Care, Baby Care, and Other Essential Health (Women's Health, Wound Care, and Other). The differentiated brand portfolio includes Tylenol, Neutrogena, Listerine, Johnson's, Band-Aid, Aveeno, Zyrtec, and Nicorette. The company has a global footprint, selling and distributing its product portfolio in more than 165 countries across four regions. The four regions consist of North America, Asia Pacific (APAC), Europe, Middle East and Africa (EMEA), and Latin America (LATAM).
The following table summarizes whether the stock meets each of the strategy's tests: Not all criteria in the table below receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Earnings Yield: Neutral Return on Tangible Capital: Neutral Final Ranking: Fail
Detailed Analysis of KENVUE INC
KVUE Group Analysis
KVUE Fundamental Analysis
Joel Greenblatt's Portfolio
Joel Greenblatt's top stocks
About Joel Greenblatt: In his 2005 best-seller, The Little Book That Beats The Market, hedge fund manager Joel Greenblatt laid out a shockingly simple way to beat the market using two (and only two) fundamental variables. This method, which he called his “magic formula,” generated back-tested annual returns of 30.8% from 1988 to 2004, more than double the S&P 500's 12.4% return over that period. Greenblatt also generated extraordinary returns as managing partner of Gotham Capital, a New York City-based hedge fund that averaged a staggering 40% annual return for more than two decades.
About Validea: Validea is an investment research service that follows strategies published by investing legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch, and Martin Zweig. To learn more about Validea, click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.