Blind valuation challenge #3: a ~$7B global consumer company, 5 numbers, no name. Cheap or expensive?

Judge a company only on its numbers, with no name or story to bias you. Comment your colors and verdict below. I'll reveal the company on Monday.

Global consumer company, \~$7B market cap, \~$6.3B revenue. Data as of Oct 8, 2026:

1. **Earnings yield: 7.9%.** Profits are 7.9% of the share price per year (10y Treasury \~4–5%; industry median 3.5%).

2. **Return on capital: 59.6%**.It earns \~$60 of operating profit for every $100 of working capital + fixed assets it uses (industry median 30.2%).

3. **Acquirer's Multiple: 10.2x.** Enterprise value / operating earnings (lower = cheaper). Its two closest peers trade at 13.4x and 14.0x.

4. **FS-Score: 7/10.** Gray & Carlisle's 10-point version of the Piotroski F-Score (Quantitative Value). Balance sheet 3/3, but free cash flow relative to assets fell and asset turnover slipped. Solid but mixed.

5. **DCF: fair value 10% below today's price.** Assumes 3% growth for 10 years, 3% terminal growth, 12% discount rate. Revenue grew 4.1% last year and 7.1%/yr over 5 years.

**Your turn:** give each number a 🟢 🟡 or 🔴, plus an overall verdict (buy / watchlist / pass). Bonus points if you guess the company.

**Can't wait for the answer? Vote on my free tool and see the company instantly, plus how your colors compare with my model's and everyone else's:** [https://www.investorexplorer.com/mystery/2](https://www.investorexplorer.com/mystery/2)

For those who prefer to stay on Reddit, I'll reveal the answer here on Monday.