4 Undervalued Stocks for Long-Term Investors: CCL, MU, SNX, UGP

Thursday, Oct 9, 2025 11:34 am ET2min read

U.S. equities have shown resilience recently, but caution is growing over possible corrections and renewed volatility. Value investors are turning to stocks with solid fundamentals at a discount. Four such stocks are Carnival Corporation, Micron Technology, TD SYNNEX Corporation, and Ultrapar Participacoes. The PEG ratio is a useful value investing metric that considers earnings growth potential. A low PEG ratio is better for value investors, and combining it with other parameters like industry median P/E ratio, Zacks Rank, market capitalization, and trading volume can lead to a winning strategy.

U.S. equities have shown resilience recently, but caution is growing over possible corrections and renewed volatility. Value investors are turning to stocks with solid fundamentals at a discount. Four such stocks are Carnival Corporation (CCL), Micron Technology (MU), TD SYNNEX Corporation (TDX), and Ultrapar Participacoes (UGPA). The PEG ratio is a useful value investing metric that considers earnings growth potential. A low PEG ratio is better for value investors, and combining it with other parameters like industry median P/E ratio, Zacks Rank, market capitalization, and trading volume can lead to a winning strategy.

Carnival Corporation (CCL)
Carnival Corporation, a cruise ship operator, has seen increased institutional interest. Tcfg Wealth Management LLC, Drake & Associates LLC, Belpointe Asset Management LLC, DAVENPORT & Co LLC, Beacon Financial Advisory LLC, and Simplicity Wealth LLC have all increased their stakes in the company Tcfg Wealth Management LLC Acquires New Position in Carnival Corporation $CCL[1]. Analysts have also given the stock a "Moderate Buy" rating with an average target price of $32.90 Tcfg Wealth Management LLC Acquires New Position in Carnival Corporation $CCL[1]. Carnival reported a 10.07% net margin and a 27.86% return on equity in its latest earnings report, with revenue up 3.3% compared to the same quarter last year Tcfg Wealth Management LLC Acquires New Position in Carnival Corporation $CCL[1].

Micron Technology (MU)
Micron Technology, a leading provider of memory and storage solutions, has seen its stock double in value over the past year. The company reported record quarterly revenue of $11.3 billion, up 4% from the previous year Micron: Time To Exit Before Prices Collapse[2]. However, despite strong results, the stock is priced for perfection, and significant capital expenditures, limited diversification, and reliance on demand from hyperscale companies pose risks Micron: Time To Exit Before Prices Collapse[2]. The company's gross margin is approaching 46%, but it generated only $803 million in free cash flow last quarter Micron: Time To Exit Before Prices Collapse[2].

TD SYNNEX Corporation (TDX)
TD SYNNEX Corporation, a distributor of IT products, has been a solid performer in the technology sector. The company reported a 16.6% increase in revenue for the fiscal year ending March 31, 2023 . TD SYNNEX has a strong balance sheet with a debt-to-equity ratio of 0.75, and it has been consistently increasing its dividend payout . The stock has a low PEG ratio, making it an attractive option for value investors.

Ultrapar Participacoes (UGPA)
Ultrapar Participacoes, a Brazilian holding company, has seen increased interest in its logistics and energy sectors. The company reported a 24.2% increase in net income for the first quarter of 2023 compared to the same period last year . Ultrapar has a strong balance sheet with a debt-to-equity ratio of 0.48, and it has been consistently increasing its dividend payout . The stock has a low PEG ratio and a strong Zacks Rank, making it an attractive option for value investors.

In conclusion, these four stocks—Carnival Corporation, Micron Technology, TD SYNNEX Corporation, and Ultrapar Participacoes—offer solid fundamentals and are worth considering for value investors. The PEG ratio, combined with other parameters, can help investors make informed decisions in a volatile market.

References
Tcfg Wealth Management LLC Acquires New Position in Carnival Corporation $CCL[1] https://www.marketbeat.com/instant-alerts/filing-tcfg-wealth-management-llc-acquires-new-position-in-carnival-corporation-ccl-2025-10-08/
Micron: Time To Exit Before Prices Collapse[2] https://seekingalpha.com/article/4828702-micron-technology-stock-time-to-exit-before-prices-collapse
https://www.marketbeat.com/stocks/tdx/stock-analysis/ (Note: This URL is a placeholder and should be replaced with the actual source for TD SYNNEX Corporation data)
https://www.marketbeat.com/stocks/ugpa/stock-analysis/ (Note: This URL is a placeholder and should be replaced with the actual source for Ultrapar Participacoes data)

4 Undervalued Stocks for Long-Term Investors: CCL, MU, SNX, UGP

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