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For the following list, we developed a valuation screen based on operating cash flow per share. All of the stocks mentioned below have high (operating cash flow per share / share price) ratios, a possible indicator of undervalued conditions relative to cash flows.

To further refine the list, we focused on profitability trends, and narrowed down the list by only focusing on companies that have higher profit margins when compared with their industry averages.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.

List sorted by the (operating cash flow per share / share price) ratio.

1. FBL Financial Group (NYSE:FFG): Insurance Industry. TTM operating cash flow per share at $15.64 vs. last close at $30.84 (implies that operating cash flow makes up 50.71% of the company's valuation). TTM gross margin at 20.54% vs. industry avg. at 17.01%. TTM operating margin at 20.17% vs. industry avg. at 13.68%. TTM pretax margin at 18.51% vs. industry avg. at 12.01%.

2. Capital One Financial Corp. (NYSE:COF): Savings / Banks Industry. TTM operating cash flow per share at $17.46 vs. last close at $50.76 (implies that operating cash flow makes up 34.39% of the company's valuation). TTM gross margin at 32.86% vs. industry avg. at 30.15%. TTM operating margin at 32.86% vs. industry avg. at 26.0%. TTM pretax margin at 25.45% vs. industry avg. at 23.03%.

3. BancFirst Corporation (NASDAQ:BANF): Regional Banks Industry. TTM operating cash flow per share at $12.15 vs. last close at $38.67 (implies that operating cash flow makes up 31.42% of the company's valuation). TTM gross margin at 87.55% vs. industry avg. at 69.09%. TTM operating margin at 45.87% vs. industry avg. at 37.85%. TTM pretax margin at 28.28% vs. industry avg. at 20.55%.

4. Entergy Corporation (NYSE:ETR): Electric Utilities Industry. TTM operating cash flow per share at $19.32 vs. last close at $69.24 (implies that operating cash flow makes up 27.9% of the company's valuation). TTM gross margin at 31.4% vs. industry avg. at 27.48%. TTM operating margin at 20.03% vs. industry avg. at 19.02%. TTM pretax margin at 17.21% vs. industry avg. at 14.18%.

5. Enersis S.A. (NYSE:ENI): Electric Utilities Industry. TTM operating cash flow per share at $6.29 vs. last close at $22.91 (implies that operating cash flow makes up 27.47% of the company's valuation). TTM gross margin at 31.33% vs. industry avg. at 27.49%. TTM operating margin at 24.78% vs. industry avg. at 19.02%. TTM pretax margin at 21.28% vs. industry avg. at 14.18%.

6. Great Lakes Dredge + Dock Corporation (NASDAQ:GLDD): Construction Services Industry. TTM operating cash flow per share at $1.37 vs. last close at $5.33 (implies that operating cash flow makes up 25.69% of the company's valuation). TTM gross margin at 22.68% vs. industry avg. at 12.1%. TTM operating margin at 9.49% vs. industry avg. at 5.23%. TTM pretax margin at 6.28% vs. industry avg. at 4.36%.

7. F.N.B. Corporation (NYSE:FNB): Regional Banks Industry. TTM operating cash flow per share at $2.43 vs. last close at $10.35 (implies that operating cash flow makes up 23.51% of the company's valuation). TTM gross margin at 73.97% vs. industry avg. at 69.07%. TTM operating margin at 39.44% vs. industry avg. at 37.7%. TTM pretax margin at 21.15% vs. industry avg. at 20.49%.

8. Commerce Bancshares, Inc. (NASDAQ:CBSH): Regional Banks Industry. TTM operating cash flow per share at $9.49 vs. last close at $41.64 (implies that operating cash flow makes up 22.8% of the company's valuation). TTM gross margin at 86.33% vs. industry avg. at 69.09%. TTM operating margin at 45.22% vs. industry avg. at 37.85%. TTM pretax margin at 30.47% vs. industry avg. at 20.55%.

9. American Financial Group (NYSE:AFG): Insurance (Prop. + Casualty) Industry. TTM operating cash flow per share at $7.91 vs. last close at $34.81 (implies that operating cash flow makes up 22.71% of the company's valuation). TTM gross margin at 21.2% vs. industry avg. at 17.01%. TTM operating margin at 16.36% vs. industry avg. at 13.68%. TTM pretax margin at 14.08% vs. industry avg. at 12.01%.

10. BOK Financial Corporation (NASDAQ:BOKF): Regional Banks Industry. TTM operating cash flow per share at $11.04 vs. last close at $52.82 (implies that operating cash flow makes up 20.9% of the company's valuation). TTM gross margin at 84.84% vs. industry avg. at 69.09%. TTM operating margin at 46.33% vs. industry avg. at 37.85%. TTM pretax margin at 28.31% vs. industry avg. at 20.55%.

11. LifePoint Hospitals, Inc. (NASDAQ:LPNT): Healthcare Facilities Industry. TTM operating cash flow per share at $7.71 vs. last close at $38.22 (implies that operating cash flow makes up 20.17% of the company's valuation). TTM gross margin at 29.16% vs. industry avg. at 20.95%. TTM operating margin at 10.51% vs. industry avg. at 8.54%. TTM pretax margin at 7.33% vs. industry avg. at 6.82%.

12. Torchmark Corporation (NYSE:TMK): Insurance Industry. TTM operating cash flow per share at $12.58 vs. last close at $62.85 (implies that operating cash flow makes up 20.02% of the company's valuation). TTM gross margin at 24.99% vs. industry avg. at 17.0%. TTM operating margin at 24.99% vs. industry avg. at 13.69%. TTM pretax margin at 22.68% vs. industry avg. at 12.01%.

*Data sourced from Screener.co, and Fidelity.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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