S&P 500 PEGY Screener
Find S&P 500 stocks that combine reasonable earnings multiples, growth, and dividend yield. This page ranks the lowest-PEGY names daily, then gives you a workflow for deeper stock research across Market Insights Hub.
Snapshot
Rankings exclude invalid PEGY values and use the selected PEGY field directly with no fallback.
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Filter all current S&P 500 results by PEGY, P/E, dividend yield, debt, growth, and market cap.
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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 | Action |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALL | ALL | 0.08 | 0.33 | $57.06B | 4.73 | 19.67 | 2.00% | Research |
| 2 | CVNA | CVNA | 0.11 | 2.53 | $68.93B | 28.10 | 646.58 | 0.00% | Research |
| 3 | DAL | DAL | 0.12 | 0.19 | $54.04B | 11.98 | 18.42 | 1.00% | Research |
| 4 | DASH | DASH | 0.12 | — | $72.18B | 77.98 | — | 0.00% | Research |
| 5 | GE | GE | 0.12 | 0.29 | $373.04B | 42.78 | 104.07 | 0.00% | Research |
| 6 | UBER | UBER | 0.13 | 0.45 | $144.34B | 17.04 | 60.28 | 0.00% | Research |
| 7 | GEV | GEV | 0.14 | 2.49 | $281.85B | 30.10 | 536.04 | 0.00% | Research |
| 8 | PGR | PGR | 0.15 | 0.30 | $119.45B | 10.36 | 21.60 | 7.00% | Research |
| 9 | CMCSA | CMCSA | 0.17 | 0.22 | $81.05B | 4.37 | 5.70 | 6.00% | Research |
| 10 | CRM | CRM | 0.17 | 0.34 | $126.96B | 16.77 | 32.65 | 1.00% | Research |
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 | Action |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AES | AES | 0.08 | 0.27 | $10.42B | 7.81 | 27.29 | 5.00% | Research |
| 2 | EIX | EIX | 0.13 | 0.28 | $27.28B | 7.38 | 16.41 | 5.00% | Research |
| 3 | PPL | PPL | 0.16 | 0.27 | $26.58B | 21.79 | 37.13 | 3.00% | Research |
| 4 | UAL | UAL | 0.17 | 0.39 | $37.59B | 10.33 | 23.82 | 0.00% | Research |
| 5 | PODD | PODD | 0.20 | 0.33 | $9.94B | 33.17 | 55.65 | 0.00% | Research |
| 6 | ACGL | ACGL | 0.23 | 0.33 | $32.27B | 6.82 | 9.74 | 0.00% | Research |
| 7 | VICI | VICI | 0.23 | 0.36 | $29.32B | 9.37 | 14.52 | 7.00% | Research |
| 8 | NCLH | NCLH | 0.26 | — | $9.10B | 15.94 | — | 0.00% | Research |
| 9 | GDDY | GDDY | 0.27 | 0.31 | $10.08B | 11.69 | 13.33 | 0.00% | Research |
| 10 | SMCI | SMCI | 0.27 | 0.50 | $16.71B | 13.32 | 24.48 | 0.00% | Research |
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.
Want to run your own custom screen?
Go beyond the top 10. Filter the entire S&P 500 universe by PEGY, Market Cap, Debt-to-Equity, and Dividend Yield. Export results to CSV instantly.
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.
Continue the research workflow
Don’t stop at a low PEGY ratio
Use this page as the first filter. Then validate the stock’s fundamentals, estimate intrinsic value, compare it against other S&P 500 names, and check whether sophisticated investors have touched the idea.