High Free Cash Flow Yield + strong price momentum in the S&P 500

Cheap on cash flow usually means cheap for a reason. The market ignores these names and they drift sideways for years. But when the price starts climbing while the FCF yield is still in double digits, that is the market waking up to a discount.

Here are the names sitting in the top-right corner of the scatterplot (high FCF yield, rising momentum):

🏥 Centene: FCF Yield 21%, MOM 83 $CNC
✈️ Expedia: 12.7% / 86 $EXPE
🩺 DaVita: 9.9% / 97 $DVA
🍇 J.M. Smucker: 9.3% / 67 $SJM
💊 Viatris: 9.2% / 81 $VTRS
📦 Cardinal Health: 7.8% / 96 $CAH
🏠 D.R. Horton: 7.8% / 65 $DHI
🧬 Biogen: 7.6% / 70 $BIIB
🛫 United Airlines: 7.4% / 97 $UAL
🛢️ Marathon Petroleum: 7.3% / 84 $MPC