Value Stocks: The Cash Flow Case For A Continuing Comeback
AllianceBernstein (AB)·2026-06-24·via All Articles on Seeking Alpha
Summary
After nearly two decades of chronic weakness, value’s strong rebound since early 2025 hasn’t offered enough proof that the turnaround has staying power.
From 2025 through May 2026, value staged an impressive global comeback, including during volatile market episodes.
Earnings growth has exceeded expectations, while select value companies have benefited from European defense spending, rising demand for commercial aircraft and a recovery in agricultural commodity prices.
We believe mining deserves attention, as an asset-heavy industry, where smart capital expenditures can unlock value opportunities.
Supatman/iStock via Getty Images
By Avi Lavi
Are value stocks finally turning the corner? Recent trends are encouraging.
It’s easy to understand why investors are skeptical about value stocks. After nearly two decades of chronic weakness, value’s strong rebound since early
