Luke Wiley's value formula identifying quality companies trading near 52-week lows with strong fundamentals.
By Luke Wiley
Competitive Advantage: Gross Margin OR Operating Margin > industry median
Free Cash Flow Yield ≥ 2.5% (minimum threshold)
Return on Invested Capital ≥ 10% (mandatory)
Financial Strength: LT Debt/FCF ≤ 3.0 OR Net Debt/EBITDA ≤ 2.5
Price within 15% of 52-week low, down 20% from high
5-filter system: Gross Margin > Industry avg, FCF Yield >= 2.5%, ROIC >= 10%, LT Debt/FCF <= 3x, Price within 10% of 52-week low.
Disclaimer: This scanner is for candidate identification only and should not be considered financial advice. Past performance does not guarantee future results. Always conduct your own research and consult with a financial advisor before making investment decisions.