Bond markets are flashing higher yields as investors factor in stubborn inflation risks and the potential for further central bank tightening. That shift is putting more focus on cash rich businesses, because cash flows matter even more when borrowing costs stay elevated. This article looks at three stocks from the Undervalued Stocks Based On Cash Flows screener that currently trade below estimated fair value and may appeal to value oriented investors.

The stocks highlighted below are only a small sample of the opportunities that fit this cash flow focused idea. The full screen surfaces 782 more companies that carry equally compelling stories for patient value investors. If you want to identify and analyze candidates that best fit your own risk and return preferences, head straight to the Undervalued Stocks Based On Cash Flows screener.

i-80 Gold (TSX:IAU)

i-80 Gold is a Reno based miner focused on exploring and advancing gold, silver and polymetallic deposits in Nevada. The company currently generates all its reported revenue in the United States, with Granite Creek contributing about $108.7 million, Lone Tree $17.4 million and Ruby Hill $7.5 million. i-80 Gold has a market cap of roughly CA$1.96b.

i-80 Gold sits at an interesting crossroads for investors who care about cash flow. The company is still loss making and carries funding and execution risk as it builds out multiple Nevada projects, refurbishes the Lone Tree plant and works through feasibility studies. At the same time, analysts see potential for earnings growth, supported by higher grade production plans, an on schedule plant refurbishment that targets lower processing costs and the removal of a sizeable offtake obligation that improves future cash flexibility. For investors willing to accept higher volatility to gain exposure to a Nevada focused gold producer, the full picture behind i-80 Gold may be worth a closer look.

i-80 Gold’s Nevada growth story hinges on how quickly projects, plant refurbishment and funding lines translate into real cash flow. Get the context behind that shift in the analysis report for i-80 Gold

Build your own cash flow focused shortlist

i-80 Gold and the other two stocks in this article all came from a single Simply Wall St screener, but your edge comes from tailoring the filters to what matters most to you. Use our customisable Screener to mix valuation, future growth, balance sheet strength, risks and more, or start with any of our curated Investing Ideas.

Everpure (P)

Everpure is a Santa Clara based data storage company that sells flash arrays, software and cloud services that help enterprises manage and protect both traditional and AI focused workloads. It currently generates about US$3.94b of revenue from computer storage devices and related services worldwide, supported by its Purity software, FlashArray and FlashBlade systems, Evergreen subscriptions and Portworx cloud data tools. Everpure has a market cap of roughly US$29.9b.

Everpure is positioned at the intersection of high performance storage and AI infrastructure. Products such as DirectFlash and FlashBlade have been winning business from top hyperscalers and helping large customers reduce GPU and energy costs. Earnings have been growing, profit margins have improved, and analysts expect both revenue and earnings to increase more quickly than the wider US market. Simply Wall St’s cash flow model also indicates potential upside relative to current prices. On the other hand, Everpure trades on a high P/E multiple, has relied on external funding, has seen insider selling in recent months, and faces rising competition in AI storage. For investors willing to accept higher risk for exposure to a premium growth story, Everpure’s full investment case may warrant closer scrutiny.

Everpure’s expanding role in AI storage is clear to see. What many investors may overlook is how its growth expectations compare with its premium P/E and funding history. Get the fuller story in the analyst forecasts for Everpure

Fortuna Mining (TSX:FVI)

Fortuna Mining runs a portfolio of gold and polymetallic mines across Latin America and West Africa, including the Lindero and Séguéla gold mines and the Caylloma silver, lead and zinc operation. The business is currently driven by its Sango segment at about $680 million of revenue, followed by Mansfield at roughly $357 million and Bateas at about $145 million. Fortuna Mining has a market cap of roughly CA$4.3b.

Investors looking for cash flow backed growth may want Fortuna Mining on their radar. Séguéla and the Diamba Sud project in Senegal point to higher margin ounces and longer mine lives, while recent Q2 2026 results showed strong free cash flow, a net cash position near $435 million and active buybacks that underline management confidence. At the same time, high all in sustaining costs, heavy capex commitments and exposure to complex jurisdictions mean the story depends heavily on smooth project execution and stable local conditions. If you are weighing whether the current valuation and analyst optimism compensate for those risks, Fortuna’s next few project milestones could be important.

Fortuna Mining’s cash rich balance sheet and active buybacks are only half the story. The real question is how those strengths interact with project risk and future production. Get the full picture in the analysis report for Fortuna Mining

Seeking Fresh Alternatives Before Others Do

Markets move fast and fresh ideas do not stay under the radar for long. Some stocks build momentum quietly before the breakout gets caught by the crowd. Scan these while it matters and consider acting early.

• Spot opportunities in companies tied to rising demand for nuclear infrastructure and energy security by scanning the curated 89 nuclear energy infrastructure stocks before momentum changes.
• Track companies involved in the AI build out in chips, data centers and networking gear by running the focused 56 AI infrastructure stocks while these trends are still forming.
• Follow miners and developers linked to the growth of electrification and transmission upgrades by using the hand picked 37 power grid technology and infrastructure stocks while valuations are still evolving.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.