Low forward earnings multiples alongside strong investor sentiment put these S&P 500 stocks atop the smart-value ranking. APA, Viatris, EOG, Marathon Petroleum, Valero, Phillips 66, Allstate, Diamondback, Everest and Centene trade at 6-15x forward earnings after one-year gains of 17-150%; the accompanying ranking also weighs free-cash-flow yield and momentum. x.com 

Par Pacific Holdings, a refiner, is a new addition as the portfolio itself gets refined. x.com 

US energy stocks are mispriced by extrapolation bias, priced for a world that has already changed. In Q1 2026, tech and communication services posted 50%+ earnings growth while energy printed -4%, the only sector FactSet flagged for a downward revision. Ex those two sectors, S&P 500 growth was 9.3%. The 10 largest energy stocks carry a 36-month beta of 0.0003 and an 8% free-cash-flow yield on trailing $65 oil. x.com 

US energy stocks are too cheap to ignore while investors pay up for richly valued growth names. The sector trades at 6 to 8 times earnings with massive free cash flow, yet makes up only 3.5% of the S&P 500. SpaceX and Tesla combined are worth more than the entire energy sector, with the crowd paying 90 times revenue for a rocket company. x.com 

US energy stocks are being steadily accumulated after a 17-year base, and that base will not resolve in a month. The sector broke out this year and pulled back on contracting volume, which is digestion, not distribution. Energy trades near 13x earnings versus about 20x for hyperscalers. Stocks now rise with oil and get bought back when oil falls. Tech is priced for the cost of capital to come down; energy for the reason it will not. x.com  x.com  x.com 

Vista Energy grows over 20% yet trades at about 10x earnings, while most big oil companies trade at 20-25x with single-digit growth. It also works as an oil hedge. x.com  x.com 

EQT, Range Resources, Expand Energy, Magnolia Oil & Gas and EOG Resources are cyclicals catching an earnings tailwind before the crowd notices, the setup Peter Lynch loved. They passed a screen alongside Coterra, all natural gas or oil producers with disciplined balance sheets and forward P/Es of 9-12. x.com 

Marathon Petroleum's earnings are impressive at $17 a share, and Q3 should be better. The open question is whether it can reach $25 a share and sustain that for a few quarters. x.com 

Epsilon Energy is uninteresting now because its natural gas windfall window has passed and its pivot to oil is poorly timed. It burned through reserves waiting for a gas recovery after prices fell in 2022, then made a mediocre acquisition and is plowing oil capex into a heavily backwardated curve. Its midstream asset is diluted, SG&A is bloated, and incentives and hedges are poor. Oil above $80 to lock in, stronger gas, organic reserve growth or a price of $5.50 or lower would change that. x.com 

Harbour Energy, the UK's largest independent North Sea oil producer, has two catalysts aligning after years of punishment from the UK windfall tax, which pushed its effective tax rate to about 100%. The UK Treasury is considering scrapping the Energy Profits Levy, and oil prices are surging on the Iran conflict. With a 23% free cash flow yield and a 40% year-to-date gain, it combines deep value with momentum. x.com