These 50 quality cheap stocks

 골드만삭스에 따르면, 이 50개의 질 좋은 싼 주식은 높은 인플레이션과 금리가 평가를 무너뜨리기 때문에 강한 자본 수익을 제공할 것이다.

올해 들어 지금까지 우량주들이 저우량주들에 비해 뒤처져 왔다.
금융 여건이 긴축됨에 따라 투자자들이 품질을 선택하기 시작할 것임을 역사는 시사한다.
골드만삭스는 상승 여지가 있는 것으로 보이는 50개 우량주를 공유했다.

싸게 살 수 있는 50개의 주식
2022년에 양질의 주식들이 기대만큼 성과를 거두지 못했지만 골드만삭스는 크림이 - 그들의 부문 동료들보다 자기 자본에 대한 수익이 더 좋은 주식에서처럼 - 상위권으로 올라야 한다고 생각한다.

아래는 골드만삭스가 각 종목의 티커, 섹터, 투자자본수익률(ROIC), 자산수익률(ROA), 자기자본수익률(ROE)과 함께 강조한 50개다. 일부 주식의 ROIC 또는 ROE 아래에 있는 "NM"은 "의미하지 않다"를 의미한다.

1. Alphabet

Markets Insider

Ticker: GOOGL

Sector: Communication Services

ROIC: 26%

ROA: 20%

ROE: 29%

Source: Goldman Sachs

2. Meta

Markets Insider

Ticker: META

Sector: Communication Services

ROIC: 24%

ROA: 20%

ROE: 27%

Source: Goldman Sachs

3. Netflix

Markets Insider

Ticker: NFLX

Sector: Communication Services

ROIC: 14%

ROA: 11%

ROE: 30%

Source: Goldman Sachs

4. Omnicom

Markets Insider

Ticker: OMC

Sector: Communication Services

ROIC: 15%

ROA: 5%

ROE: 45%

Source: Goldman Sachs

5. Domino's Pizza

Markets Insider

Ticker: DPZ

Sector: Consumer Discretionary

ROIC: 47%

ROA: 28%

ROE: NM

Source: Goldman Sachs

6. Yum! Brands

Markets Insider

Ticker: YUM

Sector: Consumer Discretionary

ROIC: 40%

ROA: 25%

ROE: NM

Source: Goldman Sachs

7. NVR

Markets Insider

Ticker: NVR

Sector: Consumer Discretionary

ROIC: 38%

ROA: 27%

ROE: 52%

Source: Goldman Sachs

8. Home Depot

Markets Insider

Ticker: HD

Sector: Consumer Discretionary

ROIC: 38%

ROA: 23%

ROE: NM

Source: Goldman Sachs

9. Pool Corp.

Markets Insider

Ticker: POOL

Sector: Consumer Discretionary

ROIC: 26%

ROA: 23%

ROE: 70%

Source: Goldman Sachs

10. O’Reilly Automotive

Markets Insider

Ticker: ORLY

Sector: Consumer Discretionary

ROIC: 41%

ROA: 18%

ROE: NM

Source: Goldman Sachs

11. Philip Morris Intl.

Markets Insider

Ticker: PM

Sector: Consumer Staples

ROIC: 70%

ROA: 22%

ROE: NM

Source: Goldman Sachs

12. Hershey

Markets Insider

Ticker: HSY

Sector: Consumer Staples

ROIC: 26%

ROA: 16%

ROE: 61%

Source: Goldman Sachs

13. Colgate-Palmolive

Markets Insider

Ticker: CL

Sector: Consumer Staples

ROIC: 33%

ROA: 12%

ROE: NM

Source: Goldman Sachs

14. APA Corp.

Markets Insider

Ticker: APA

Sector: Energy

ROIC: 60%

ROA: 24%

ROE: NM

Source: Goldman Sachs

15. Devon Energy

Markets Insider

Ticker: DVN

Sector: Energy

ROIC: 32%

ROA: 24%

ROE: 57%

Source: Goldman Sachs

16. MSCI

Markets Insider

Ticker: MSCI

Sector: Financials

ROIC: 24%

ROA: 16%

ROE: NM

Source: Goldman Sachs

17. Moody's

Markets Insider

Ticker: MCO

Sector: Financials

ROIC: 18%

ROA: 12%

ROE: 73%

Source: Goldman Sachs

18. T. Rowe Price Group

Markets Insider

Ticker: TROW

Sector: Financials

ROIC: 26%

ROA: 20%

ROE: 27%

Source: Goldman Sachs

19. FactSet Research Systems

Markets Insider

Ticker: FDS

Sector: Financials

ROIC: 14%

ROA: 14%

ROE: 45%

Source: Goldman Sachs

20. MarketAxess Holdings

Markets Insider

Ticker: MKTX

Sector: Financials

ROIC: 23%

ROA: 15%

ROE: 24%

Source: Goldman Sachs

21. Marsh & McLennan Cos.

Markets Insider

Ticker: MMC

Sector: Financials

ROIC: 15%

ROA: 10%

ROE: 32%

Source: Goldman Sachs

22. CF Industries Holdings

Markets Insider

Ticker: CF

Sector: Materials

ROIC: 45%

ROA: 20%

ROE: 93%

Source: Goldman Sachs

23. Moderna

Markets Insider

Ticker: MRNA

Sector: Healthcare

ROIC: 75%

ROA: 57%

ROE: 95%

Source: Goldman Sachs

24. IDEXX Laboratories

Markets Insider

Ticker: IDXX

Sector: Healthcare

ROIC: 50%

ROA: 26%

ROE: NM

Source: Goldman Sachs

25. Mettler-Toledo Intl.

Markets Insider

Ticker: MTD

Sector: Healthcare

ROIC: 46%

ROA: 25%

ROE: NM

Source: Goldman Sachs

26. Waters Corp.

Markets Insider

Ticker: WAT

Sector: Healthcare

ROIC: 39%

ROA: 23%

ROE: NM

Source: Goldman Sachs

27. Regeneron Pharmaceuticals

Markets Insider

Ticker: REGN

Sector: Healthcare

ROIC: 26%

ROA: 22%

ROE: 31%

Source: Goldman Sachs

28. Eli Lilly & Co.

Markets Insider

Ticker: LLY

Sector: Healthcare

ROIC: 31%

ROA: 12%

ROE: 83%

Source: Goldman Sachs

29. Vertex Pharmaceuticals

Markets Insider

Ticker: VRTX

Sector: Healthcare

ROIC: 25%

ROA: 23%

ROE: 30%

Source: Goldman Sachs

30. Robert Half Intl.

Markets Insider

Ticker: RHI

Sector: Industrials

ROIC: 42%

ROA: 23%

ROE: 49%

Source: Goldman Sachs

31. Expeditors Intl.

Markets Insider

Ticker: EXPD

Sector: Industrials

ROIC: 41%

ROA: 20%

ROE: 45%

Source: Goldman Sachs

32. United Parcel Service

Markets Insider

Ticker: UPS

Sector: Industrials

ROIC: 30%

ROA: 16%

ROE: 77%

Source: Goldman Sachs

33. Illinois Tool Works

Markets Insider

Ticker: ITW

Sector: Industrials

ROIC: 28%

ROA: 17%

ROE: 75%

Source: Goldman Sachs

34. VeriSign

Markets Insider

Ticker: VRSN

Sector: Information Technology

ROIC: NM

ROA: 43%

ROE: NM

Source: Goldman Sachs

35. Apple

Markets Insider

Ticker: AAPL

Sector: Information Technology

ROIC: 65%

ROA: 28%

ROE: NM

Source: Goldman Sachs

36. KLA Corp.

Markets Insider

Ticker: KLAC

Sector: Information Technology

ROIC: 41%

ROA: 28%

ROE: 99%

Source: Goldman Sachs

37. Qualcomm

Markets Insider

Ticker: QCOM

Sector: Information Technology

ROIC: 40%

ROA: 29%

ROE: 93%

Source: Goldman Sachs

38. Texas Instruments

Markets Insider

Ticker: TXN

Sector: Information Technology

ROIC: 42%

ROA: 35%

ROE: 66%

Source: Goldman Sachs

39. Mastercard

Markets Insider

Ticker: MA

Sector: Information Technology

ROIC: 50%

ROA: 26%

ROE: NM

Source: Goldman Sachs

40. Lam Research Corp.

Markets Insider

Ticker: LRCX

Sector: Information Technology

ROIC: 40%

ROA: 28%

ROE: 75%

Source: Goldman Sachs

41. Applied Materials

Markets Insider

Ticker: AMAT

Sector: Information Technology

ROIC: 37%

ROA: 26%

ROE: 56%

Source: Goldman Sachs

42. HP Inc.

Markets Insider

Ticker: HPQ

Sector: Information Technology

ROIC: 49%

ROA: 16%

ROE: NM

Source: Goldman Sachs

43. Microsoft

Markets Insider

Ticker: MSFT

Sector: Information Technology

ROIC: 30%

ROA: 21%

ROE: 45%

Source: Goldman Sachs

44. Teradyne

Markets Insider

Ticker: TER

Sector: Information Technology

ROIC: 37%

ROA: 23%

ROE: 36%

Source: Goldman Sachs

45. Seagate Tech Holdings

Markets Insider

Ticker: STX

Sector: Information Technology

ROIC: 32%

ROA: 18%

ROE: NM

Source: Goldman Sachs

46. Visa

Markets Insider

Ticker: V

Sector: Information Technology

ROIC: 28%

ROA: 18%

ROE: 47%

Source: Goldman Sachs

47. Weyerhaeuser

Markets Insider

Ticker: WY

Sector: Real Estate

ROIC: 17%

ROA: 14%

ROE: 25%

Source: Goldman Sachs

48. Public Storage

Markets Insider

Ticker: PSA

Sector: Real Estate

ROIC: 13%

ROA: 12%

ROE: 43%

Source: Goldman Sachs

49. NRG Energy Inc.

Markets Insider

Ticker: NRG

Sector: Utilities

ROIC: 21%

ROA: 12%

ROE: 64%

Source: Goldman Sachs

50. WEC Energy Group

Markets Insider

Ticker: WEC

Sector: Utilities

ROIC: 6%

ROA: 4%

ROE: 13%

Source: Goldman Sachs