I've posted before how I compare a company's projected sales growth and trailing operating margin to its operating multiple (enterprise valued divided by projected operating profit) to find value stocks. Here is my latest stock screen:
[Stock Screener](https://docs.google.com/spreadsheets/d/1dqeEid2L5sXi2AXi9gg2AxQ-CuCGopda/edit?usp=sharing&ouid=107154208160648677773&rtpof=true&sd=true)
First, I look for stocks with a minimum score of 40 for combined sales growth and operating margin. I call this Value Points, but its also known as "Rule of 40". Then I compare the stock's Value Points to its operating multiple to calcuate a Value Score. A Value Score above 2.0 is a buy; above 3.0 is a strong buy. Below 1.0 is a sell.
NVDA and MU are my bet the farm stock picks. The hyperscalers just announced they are doubling their cap ex budgets for 2026 and these two stocks will be the biggest beneficiaries.
