3M: Buy on the Dip for Over 10% Returns

 

The stock is down since the end of June, but trades below its long-term average valuation

 


 

3M's stock has suffered a 9% decline since my last look at the company.

Following the decline in share price, the valuation is below its long-term average and the yield is higher than it normally is.

Investors buying today could see total returns of more than 10%.

 

The last time I discussed 3M Co. (MMM, Financial), I felt the stock was a solid buying option as the fundamentals were improving. Following several years of declining organic growth combined with the pandemic, 3M appeared to be emerging from the wilderness as a stronger company.

 

The stock was also trading at a higher-than-usual dividend yield.

 

That business momentum continued into the most recent quarter, but the stock is down almost 11% from the time of my last look at the compay. The yield is even juicer today than it was then, and the valuation is even more appealing.

 

For investors looking for a entry point into the name, 3M looks like a good buy at current levels.

 

 

Earnings highlights

 

The industrial conglomerate reported second-quarter earnings results on July 27. Revenue surged nearly 25% to $8.95 billion, topping Wall Street analysts' estimates by $371 million. Net income of $1.5 billion, or $2.59 per share, compared favorably to net income of $1.3 billion, or $2.25 per share, in the prior year. GAAP earnings per share also came in 34 cents better than expected.

 

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