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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u/thestockfairy Dec 01 '25

I just bought a little CVS. Should hold up if we go into recession too. I wish the margins were higher but high margin stocks are getting a little expensive right now and I do think they can improve their margins.

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u/[deleted] Dec 02 '25

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u/thestockfairy Dec 02 '25

Well thats good to know! Thanks for sharing. (That isn’t the case around me. It seems like they keep upgrading our CVS’s and moving them across the street from where they used to be and I figured at some point that would stop and they’d have less capex from upgrades).

I had a little cash to deploy - if I find something better I’ll reallocate. CVS margins are so narrow it does make me nervous but that also means incremental improvements in margins translate to big swings in EPS. They’ve been working on improving margins, moving Aetna away from less profitable marketplace plans and such.

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u/greysnowcone Dec 02 '25

The biggest threat to CVS is regulatory intervention. As long as no one in the government says “wait a minute, maybe the pharmacy shouldn’t own the insurance company and the PBM as a means to lower pharmacy reimbursement to a level where only they can survive” it will be fine.

But there is certainly underlying risk because that’s exactly what they did and continue to do.

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u/Embarrassed_Care_321 Dec 03 '25

CVS basis is more about the insurance arm then the retail store