Daily US Stock Pick: 3-Year ROE > 15%

CTAS — Cintas Corporation: ROE above 40%, unbroken FCF, and a moat-doubling acquisition

Cintas runs North America's largest uniform-rental network. Its trailing ROE has held above 30% for a decade and reached 43.5% TTM. FCF has been positive every year, hitting $1.76B in FY2025. The company trades near its 10-year median P/E of ~36x. The pending acquisition of UniFirst ($5.5B, H2 2026) would push market share to ~45–50%, with $375M in identified synergies — but also brings antitrust and integration risk.