US Stock Pick: 3-Year ROE > 15% Content Archive

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1. UHS: A Hospital Operator Trading at Half the Sector's Multiple2026-05-15
2. Genpact (NYSE: G): A BPM Operator at 9× Earnings After a 31% Drop2026-05-19
3. Autoliv (NYSE: ALV) — The Safety Systems Leader at a Five-Year Valuation Trough2026-05-20
4. NICE — ROE near-miss at a 77% valuation discount2026-05-21
5. QLYS — the cybersecurity cash machine at its cheapest P/E since listing2026-05-22
6. Hamilton Lane (HLNE): The private markets gatekeeper now trading at a five-year low2026-05-23
7. EOG Resources (EOG): The E&P that covers its dividend below $50 oil2026-05-24
8. Fastenal (NASDAQ: FAST) — the industrial vending machine company hiding in plain sight2026-05-25
9. Costco (NASDAQ: COST) — what a 27% ROE looks like when the gross margin is only 13%2026-05-26
10. Chipotle (NYSE: CMG) — down 43% from its high, but the P/E has barely come down to earth2026-05-27
11. SPG (Simon Property Group) — America's mall landlord, 4.35% yield, trading at a modest P/FFO premium with a CEO succession question hanging over it2026-05-28
12. LIN (Linde plc) — the world's largest industrial gas company, ROE expanding to 18%, trading near a 5-year P/E low with a $10B project backlog2026-05-30
13. PGR (Progressive Corporation) — America's #1 auto insurer, ROE accelerating to 37%, P/E at a 5-year low near $1902026-05-31
14. Visa (V) — 48.5% ROE, $19.7B FCF, and a P/E at its lowest point in five years2026-06-01
15. Mastercard (MA) — 193% ROE, $17.8B FCF, and a P/E 20% below its own 5-year average2026-06-02
16. Microsoft (MSFT) — 30% ROE, $71.6B FCF, and a P/E 22% below its own 5-year average2026-06-03
17. JPMorgan Chase (JPM) — ROE #1 among large US banks, a $50B buyback, and the Dimon question2026-06-04
18. Alphabet (GOOGL) — accelerating revenue, a 63%-growth cloud, and two live DOJ cases2026-06-05
19. Adobe (ADBE) — 40% cheaper than a year ago, but earnings keep growing2026-06-06
20. Amgen (AMGN) — $57B in debt, falling FCF, and a GLP-1 moonshot2026-06-07
21. Nike (NKE) — brand in freefall, but passing all three screens at a 12-year low2026-06-08
22. Accenture (ACN) — fortress fundamentals at a 5-year valuation trough2026-06-09
23. LULU — priced for collapse, built like a compounder2026-06-10
24. NVDA — The AI tax collector, hiding in plain sight as a value stock2026-06-11
25. QCOM — The cheapest chip stock on every multiple, carrying a $7B time bomb2026-06-11
26. ADP — Payroll's durable king, repriced at a four-year low2026-06-12
27. ITW — The 80/20 compounder trading at a 33% discount to its own peer group2026-06-12
28. LMT — The defense compounder trading at a 22% discount to its peer group2026-06-13
29. MCO — The wide-moat oligopolist at a 5-year valuation low2026-06-14
30. ODFL — The LTL carrier that earns like software2026-06-15
31. FDS — a 47-year-old financial data franchise trading at a 15× P/E2026-06-16
32. PAYX — the payroll compounder at a 5-year P/E low, with earnings in one week2026-06-17
33. CBOE — the options exchange monopoly at a 5-year P/E low, with a -31% drawdown and RSI 272026-06-18
34. WM — North America's dominant waste hauler, trading at the sector's lowest EV/EBITDA with a 30%+ ROE2026-06-19
35. SHW — America's paint compounder with a 60%+ ROE, trading at its own five-year P/E average while 82% above peers2026-06-20
36. RSG — The #2 US waste operator, 18% ROE, $2.6B FCF, and a Moody's A3 upgrade — at fair-value P/E with peer-group-low EV/EBITDA2026-06-21
37. PAYC — The cheapest HR/payroll SaaS stock on every multiple, with 87% gross margins and a 7.66% FCF yield2026-06-22
38. TROW — T. Rowe Price at a 40-year dividend streak and 11.6× P/E, trading 36% below peers on every multiple2026-06-23
39. HIG — The Hartford at a 16% P/E discount, with a 16% FCF yield and three credit upgrades in two years2026-06-24
40. MRSH — the #1 global broker at a 19% P/E discount2026-06-25
41. RJF — brokerage cash flow at 14× earnings2026-06-26
42. ADSK — software quality at a 15× forward P/E2026-06-28
43. PG — a Dividend King at 22× earnings2026-06-29
44. ZTS — animal health at 12x earnings2026-07-06
45. GE HealthCare (GEHC): medical imaging at 15x earnings2026-07-20
46. CDW (CDW): 41% ROE, 6.3% FCF yield, and a 16x P/E2026-07-27
47. American Express (AXP): 34% ROE, $15.1B FCF, and a 20× P/E below Visa and Mastercard2026-08-03
48. Expedia Group (EXPE): 63% FY2025 ROE, 12% FCF yield, and a 19× P/E below Booking2026-08-10
49. General Dynamics (GD): 18% ROE, 6% FCF yield, and the backlog test2026-08-17
50. H&R Block (HRB): 714% ROE, 11.4% FCF yield, and the thin-equity test2026-08-24
51. Houlihan Lokey (HLI): 18% ROE, $485M TTM FCF, and a 22.3x P/E under a deal-market test2026-08-31
52. Euronet (EEFT): 22% ROE, $269M TTM FCF, and 11.8x earnings under a remittance test2026-09-07
53. Uber (UBER): 37% ROE, $10.1B TTM FCF, and 15.6x earnings2026-09-14
54. Broadridge (BR): 41% ROE, $1.28B FCF, and 17x earnings under an AI-disruption test2026-09-21
55. ResMed (RMD): 24% ROE, $1.65B FCF, and 21x earnings under a GLP-1 test2026-09-28
56. Rollins (ROL): 39% ROE, $650M FCF, and 27x earnings under an AI-search test2026-10-05
57. Copart (CPRT): 16% ROE, $1.27B free cash flow, and 17.6x earnings under a US salvage-volume test2026-10-12
58. Check Point (CHKP): 37% ROE, $1.2B free cash flow, and 13x cash flow as appliance sales fall 14%2026-10-19
59. Netflix (NFLX): 43% ROE, $9.5B free cash flow, and 23x earnings as revenue growth slows to 11.5%2026-10-26
60. PayPal (PYPL): 26% ROE, $5.6B free cash flow, and 10.8x earnings on 2% revenue growth2026-11-02

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