Microsoft (MSFT), EMC, Expedia (EXPE), and Terex (TEX) all generate free cash flow well in excess of their earnings, notes Barron's, something it thinks value investors should give heed to. Microsoft trades at 9.6x estimated EPS for its current fiscal year, but just 7.9x FCF. For EMC, the multiples are 15.1x and 11.5x; for Expedia, 19.2x and 15.2x; and for Terex, 13.3x and 6.9x. Also, though by no means a value play, Red Hat (RHT) trades at 23x next year's FCF, compared with 40x EPS.
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