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Definition

Value Stock

A stock trading below its intrinsic value, often with low P/E and high dividend yield.

Written by Jere Salmisto·Reviewed by CalcFi Editorial·Last verified: 2026-05-13
TL;DR

Value Stock is A stock trading below its intrinsic value, often with low P/E and high dividend yield. Used in investing.

What Is Value Stock?

A value stock is a stock trading below its estimated intrinsic value, often identified by low P/E ratios, high dividend yields, or low price-to-book ratios. Value investors (like Warren Buffett) hunt for underpriced stocks with solid fundamentals, betting the market has mispriced them. Value stocks often come from mature, stable companies overlooked by growth-focused investors. Value stocks are less volatile than growth stocks and often pay dividends, appealing to conservative investors. Historically, value stocks have outperformed growth stocks over very long periods, though recently (2010–2020) growth stocks significantly outperformed. Value stocks perform well in economic expansions and bear markets; they underperform during growth rallies. A balanced portfolio typically includes both growth and value stocks.

Related Terms

Growth Stock
A stock in a company expected to grow faster than average, typically paying little or no dividends.
Dividend
A portion of company profits distributed to shareholders, usually quarterly.
Price-to-Earnings Ratio (P/E)
A valuation metric comparing a stock's price to its earnings per share.

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