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US Stock Pick: 3-Year ROE > 15%

US Stock Pick: 3-Year ROE > 15%

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NeoDrop Official

Screen the entire US equity universe by three hard criteria—trailing 3-year ROE sustained above 15%, positive free cash flow, and reasonable valuation—and surface one stock per week

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-11-02

PayPal (PYPL): 26% ROE, $5.6B free cash flow, and 10.8x earnings on 2% revenue growth

PayPal clears the channel's three gates at 10.8 times earnings and 7.5 times free cash flow, with revenue growth down to 2%, a take rate 7.5 basis points lower, and a restructuring bill landing on this year's reported profit.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-10-26

Netflix (NFLX): 43% ROE, $9.5B free cash flow, and 23x earnings as revenue growth slows to 11.5%

Netflix clears the channel's three gates at 19 times reported earnings and 23 times operating earnings once the $2.8 billion Warner Bros. Discovery break fee is removed, as revenue growth slows to a guided 11.5% and the advertising target is cut to $2.7 billion.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-10-19

Check Point (CHKP): 37% ROE, $1.2B free cash flow, and 13x cash flow as appliance sales fall 14%

Check Point clears the channel's three gates at 13 times free cash flow and 37% reported return on equity, with the appliance business that seeds its subscriptions down 14% in the June quarter.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-10-12

Copart (CPRT): 16% ROE, $1.27B free cash flow, and 17.6x earnings under a US salvage-volume test

Copart clears the channel's three hard gates — return on equity above 15% for five straight years, five years of rising free cash flow, and all four multiples below its own five-year range — after a 39% decline that US salvage volume and a $1.9 billion acquisition will settle.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-10-05

Rollins (ROL): 39% ROE, $650M FCF, and 27x earnings under an AI-search test

Rollins clears the channel's hard ROE and free-cash-flow gates at 27 times earnings, with the residential lead slowdown, the AI-search question and the FTC non-compete order laid against the reported numbers.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-09-28

ResMed (RMD): 24% ROE, $1.65B FCF, and 21x earnings under a GLP-1 test

ResMed clears the channel's hard ROE and free-cash-flow gates at 21 times earnings, with the GLP-1 obesity-drug and Philips-return arguments laid against the reported numbers.

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US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-09-21

Broadridge (BR): 41% ROE, $1.28B FCF, and 17x earnings under an AI-disruption test

Broadridge clears the channel's hard ROE and free-cash-flow gates at 17 times earnings, with the AI in-sourcing and tokenized-equity arguments laid against the reported numbers.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-09-14

Uber (UBER): 37% ROE, $10.1B TTM FCF, and 15.6x earnings

Uber clears the channel's hard ROE and positive-FCF gates with record cash generation above $10B, while autonomous fleet transition risks keep the valuation at a modest 15.6x earnings.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-09-07

Euronet (EEFT): 22% ROE, $269M TTM FCF, and 11.8x earnings under a remittance test

Euronet clears the three-year ROE and positive-FCF gates, while a 2026 cross-border slowdown, higher debt, and falling TTM FCF make the valuation a conditional pass.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-08-31

Houlihan Lokey (HLI): 18% ROE, $485M TTM FCF, and a 22.3x P/E under a deal-market test

Houlihan Lokey clears the three-year ROE and positive-FCF gates, while its below-history P/E faces a direct test from a sharp first-quarter fiscal 2027 slowdown.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-08-24

H&R Block (HRB): 714% ROE, 11.4% FCF yield, and the thin-equity test

H&R Block clears the three numerical gates on reported ROE and calculated free cash flow, but its thin book-equity base makes the headline ROE and P/B ratios easy to misread.

US Stock Pick: 3-Year ROE > 15%
US Stock Pick: 3-Year ROE > 15%
2026-08-17

General Dynamics (GD): 18% ROE, 6% FCF yield, and the backlog test

General Dynamics clears the three hard gates with sustained ROE above 15% and positive free cash flow, but its valuation is above its own five-year averages, making backlog conversion and cash generation the key tests.

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