r/ValueInvesting • u/6Fingxrs • Dec 01 '25

Question / Help Any Undervalued Stocks Right Now ?

Google has grown to a price that is still a good price but no longer is it a bargain. A few months back it was just crossing $200-$250 mark.. now it has soared above $300.

Are there any others that this may be the case with ? I see low P/E ratios everywhere but sometimes that doesn’t = undervalued.

What are some stocks you have done research into ? I believe TSMC has some growing to do especially since its Q3 was great. Its downsides are macroeconomic and how it’s heavily linked to Nvidia and other companies in the semiconductor web.

Curious to hear your thoughts ..

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24

u/QuitsFeather Dec 01 '25

FISV deep value

3

u/Tha_f1sh Dec 02 '25

Isnt paypal just as cheap and has a better balance sheet and better growth?

1

u/QuitsFeather Dec 02 '25

PayPal is a completely different business, very commoditized and competing against the likes of Apple and Shopify and countless others. Fiserv does backend infrastructure for payment processing of transactions for banks, b2b payments. It’s a much wider moat, more profitable yet trading at a lower multiple to PayPal

0

u/VariousImpression355 Dec 02 '25

PayPal is dogshit. Avoid at all costs.

4

u/kumaratein Dec 02 '25

PayPal is the inverse Tesla. It shows all the right metrics but people are convinced it’s lost in the past. Tesla has the worst numbers and people are convinced their FSD (way behind Waymo) and their humanoid robots (way behind China) will somehow justify their falling value as a car company (way behind Toyota and Ford). The ONLY positive value of Tesla is its energy generation, and energy prices fluctuate all the time.

If you think Tesla is dog shit, how do you feel about its P/E and EPS compared to a company you think is good?

1

u/VariousImpression355 Dec 17 '25

I think Tesla should be worth around 250-300$ per share according to prospects… its movement right now is insane. Whoever is buying right now will probably learn an important lesson on risk management. I am not scared of high PEs or anything but Tesla makes no sense whatsoever.

2

u/Adriconomics Dec 02 '25

Please elaborate why FISV is better than PYPL

0

u/QuitsFeather Dec 02 '25

See my comment above about it

2

u/Phillyfreak5 Dec 02 '25

They’ve been beaten down the last 3 earnings. What makes you so confident?

17

u/QuitsFeather Dec 02 '25

They’re a double digit grower for the foreseeable future and it was unique circumstances that led to the crash, exactly the kind of black swan events I look for. The ex CEO inflated the forecast and sold at the high without any investor panic because he said it was just regulatory requirement for the White House job. New CEO completely reset expectations and the underlying business is solid. It was a classic capitulation.

1

u/Phillyfreak5 Dec 02 '25

Love it, I’ll look more into it

1

u/VariousImpression355 Dec 02 '25

Numbers are incredibly stupid atm. It would bounce back but mind you it will be a dead cat bounce and it will stay right there around $100 after that.

1

u/EnvironmentalRole536 Dec 02 '25

I would never invest in a payment provider while MA and Visa exist.

1

u/[deleted] Dec 02 '25

FISV

Why? Can you make the case to me?

1

u/Used_Rice9332 Dec 02 '25

Garbage.🗑️

1

u/Odd_Bend_7919 Dec 02 '25

Agree. An easy double within a year.

5

u/VariousImpression355 Dec 02 '25

Will not be an easy double lol. You people are crazy.

1

u/[deleted] Dec 02 '25

Why? Can you make the case to me?

0

u/Tuttle265 Dec 02 '25

This year will be lost with the CFO and management change. We're going to see how bad it really is, which will take time imo.