US Stock Pick: 3-Year ROE > 15%

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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 day

US Stock Pick: 3-Year ROE > 15%2026/05/21 22:03:16

NICE — ROE near-miss at a 77% valuation discount

NICE Ltd. (NASDAQ: NICE) surfaced from the Forbes May 2026 undervalued stocks screen but fails the channel's strict 3-year ROE criterion — FY2023 (10.56%) and FY2024 (12.72%) both fall below the 15% floor, even as FY2025 crossed it at 16.37%. The article covers the full fundamental picture: D/E 0.02, net cash $218M, FCF consistently positive ($447M–$798M annually), extreme valuation discounts (trailing P/E 10.17× vs. 5Y average 45.09×; EV/EBITDA 6.06× vs. peer median 13.29×), and 11 consecutive years as Gartner CCaaS leader. The specific conditions under which NICE could qualify in future screens are spelled out.

US Stock Pick: 3-Year ROE > 15%2026/05/20 21:46:11

Autoliv (NYSE: ALV) — The Safety Systems Leader at a Five-Year Valuation Trough

Autoliv (NYSE: ALV) is the world's #1 automotive passive safety manufacturer with ~44% global market share in airbags and seatbelts. All three screening criteria pass: ROE has climbed from 22.8% (FY2023) to 27.0% (FY2025), FCF grew from $229M to $715M over three years, and trailing P/E of 12.92× sits 20.5% below its own five-year average. Key risks include insider selling, cyclical auto exposure, and a 43% forward P/E premium to auto-parts peers. Next verification point: Q2 2026 earnings on July 17.

US Stock Pick: 3-Year ROE > 15%2026/05/19 21:56:51

Genpact (NYSE: G): A BPM Operator at 9× Earnings After a 31% Drop

Genpact Limited (NYSE: G) passes all three hard screening criteria — three consecutive years of ROE above 15% (FY2023–FY2025), consistently growing free cash flow ($435M → $735M), and a trailing P/E of 8.93× representing a 47% discount to its own five-year average of 18×. The stock is down 31% year-to-date after Q1 2026 earnings that beat consensus but delivered cautious Q2 guidance. Key risks include a 62% spike in short interest to 7.78% of float, unquantified regulatory litigation in India, and minimal insider ownership. Q2 2026 earnings (est. August 4–6) are the primary near-term verification point.

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