S&P 500 PEGY Screener — Daily Rankings
Last updated: 2025-10-22
We rank S&P 500 companies by the PEGY ratio and refresh the list daily. The index is split into two buckets by market capitalization (large-cap and small-cap within the S&P 500 universe). Below, you’ll find the top 10 lowest-PEGY names in each bucket to accelerate first-pass value discovery.
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What Is the PEGY Ratio?
PEGY extends the classic PEG ratio by adding dividend yield to the growth component. In plain terms, it compares a company’s price-to-earnings multiple to the combination of earnings growth and dividend income.
Conceptually: PEGY = P/E ÷ (Earnings Growth + Dividend Yield). All else equal, a lower PEGY can indicate better value when both growth and income are considered together.
Methodology notes: We exclude invalid values (PEGY ≤ 0 or missing). Negative/zero P/E and invalid PEGY are excluded from these tables and treated as non-investable for ranking purposes. When sorting by a specific PEGY field (e.g., pegyTTM, pegy5Y, pegy10Y), we use that field exclusively with no fallback to other variants.
Top 10 Low PEGY — Large-Cap S&P 500
| # | Ticker | Company | PEGY (TTM) | PEGY 5Y | Market Cap | P/E (TTM) | P/E 5Y Avg | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| 1 | UBER | UBER | 0.04 | — | $126.35B | 15.41 | — | 0.00% |
| 2 | APO | APO | 0.18 | 0.43 | $96.80B | 22.57 | 52.27 | 2.00% |
| 3 | BKNG | BKNG | 0.19 | 0.31 | $167.05B | 35.69 | 57.79 | 1.00% |
| 4 | NXPI | NXPI | 0.20 | 0.21 | $53.04B | 26.13 | 26.48 | 2.00% |
| 5 | WFC | WFC | 0.22 | 0.28 | $240.65B | 12.80 | 16.77 | 2.00% |
| 6 | KMI | KMI | 0.23 | 0.33 | $60.83B | 22.43 | 32.40 | 4.00% |
| 7 | TJX | TJX | 0.25 | 0.33 | $140.76B | 32.64 | 43.42 | 1.00% |
| 8 | OKE | OKE | 0.27 | 0.60 | $58.88B | 13.98 | 30.92 | 6.00% |
| 9 | ROST | ROST | 0.27 | 0.37 | $49.47B | 24.56 | 33.95 | 1.00% |
| 10 | APP | APP | 0.29 | 1.26 | $109.11B | 77.02 | 331.41 | 0.00% |
Top 10 Low PEGY — Small-Cap S&P 500
| # | Ticker | Company | PEGY (TTM) | PEGY 5Y | Market Cap | P/E (TTM) | P/E 5Y Avg | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| 1 | NCLH | NCLH | 0.03 | — | $11.20B | 14.76 | — | 0.00% |
| 2 | DAL | DAL | 0.06 | — | $39.20B | 8.72 | — | 1.00% |
| 3 | AES | AES | 0.07 | 0.33 | $9.08B | 10.08 | 44.81 | 5.00% |
| 4 | UAL | UAL | 0.09 | — | $32.35B | 9.94 | — | 0.00% |
| 5 | HOOD | HOOD | 0.18 | — | $32.83B | 65.05 | — | 0.00% |
| 6 | ACGL | ACGL | 0.21 | 0.31 | $34.40B | 8.74 | 12.68 | 6.00% |
| 7 | SBAC | SBAC | 0.21 | 0.48 | $21.94B | 24.22 | 55.55 | 2.00% |
| 8 | CTRA | CTRA | 0.23 | 0.23 | $18.95B | 11.23 | 11.62 | 4.00% |
| 9 | CF | CF | 0.26 | 0.26 | $15.39B | 10.42 | 10.51 | 2.00% |
| 10 | BKR | BKR | 0.27 | — | $41.01B | 15.15 | — | 2.00% |
Why Use PEGY for Quick Valuation?
- Combines growth and income for a balanced value signal.
- Finds potential bargains missed by simple P/E screens.
- Works well as a fast first-pass filter before deeper research.
Prefer a full-featured filter experience? Try the Stock Screener with presets for PEGY, P/E, dividend yield, and sectors.
How We Calculate PEGY
We compute PEGY using the price-to-earnings ratio divided by the sum of earnings growth and dividend yield. For the TTM variant, we pair current P/E with a 5-year earnings growth trend and the latest dividend yield. For the 5-year variant, we use an average P/E over five years to reduce single-period noise.
- Growth source: EPS 5-year trend as our primary growth signal.
- Dividend: TTM dividend yield included directly in the denominator.
- Invalid handling: PEGY ≤ 0 or null are excluded; nulls are always demoted in rankings.
- P/E rules: Negative/zero P/E are treated as invalid for PEGY calculations.
- No fallbacks: When a specific PEGY field is selected, we do not fall back to other PEGY variants.
Note: PEGY is a quick filter, not a full valuation. Always validate accounting quality, cyclicality, and sustainability of growth/dividends before making decisions.
Important Limitations: PEGY Doesn’t Capture Debt or Capital Structure
PEGY focuses on the equity side (P/E, growth, dividends). It does not account for a company’s debt burden or capital structure, which can materially change the risk/return profile. Two businesses with identical PEGY can have very different balance sheet risk.
To incorporate debt and cash into your analysis, add enterprise-value–based and coverage metrics to your toolkit:
- Enterprise Value (EV) metrics: Evaluate EV/EBITDA or EV/Sales to reflect both equity and net debt. EV-based multiples are generally more comparable across firms and over time than equity-only ratios.
- Leverage and Coverage: Track Net Debt / EBITDA, Interest Coverage(EBIT or EBITDA divided by interest expense), and FCF to Debt to gauge debt sustainability.
- Debt Maturity Profile: Near-term maturities can elevate refinancing risk, especially if rates are high or credit spreads widen.
Bottom line: Use PEGY as a fast first-pass screen for potential value, then layer in EV-based valuation and debt coverage analysis before making decisions.
FAQs
What is a good PEGY ratio?
Lower is better in general. Many investors look for PEGY below ~1.0 as a starting point, but sector norms and growth stability matter. Use it alongside earnings quality checks.
How often is this ranking updated?
Daily. We refresh our S&P 500 snapshot once per day and revalidate this page every 24 hours.
Do you include negative P/E or invalid PEGY values?
No. We exclude PEGY ≤ 0 and any rows with null metrics. This keeps the rankings focused on investable candidates.
Where does the data come from?
Data is sourced from our S&P 500 snapshot collection aggregated from Financial Modeling Prep endpoints and internal calculations. Some symbols may have missing metrics; those are excluded from the tables above.