With global bond yields shifting on every inflation data point and central banks stressing data dependence, investors are paying closer attention to companies that can fund themselves through solid internal cash generation. Undervalued Stocks Based On Cash Flows focuses on businesses where projected cash flows, as assessed by SWS DCF valuation, sit above the current share price, suggesting a potential value gap. For investors who prefer cash flow strength over short term sentiment, this screener can be a useful hunting ground. In the sections that follow, you will see 3 of the best stocks highlighted from this universe.

United States Antimony (UAMY)

Overview: United States Antimony Corporation produces antimony-based flame retardants, metals and trisulfide products used in plastics, batteries and ammunition, alongside zeolite materials and recovered gold and silver for industrial, environmental and agricultural applications across North America.

Operations: The company generates about US$35.8 million from its Antimony segment and US$3.3 million from Zeolite, with roughly US$37.6 million of revenue from the United States and US$1.4 million from Canada.

Market Cap: US$0.86b

United States Antimony is drawing attention because it sits at the intersection of critical minerals policy, expanding processing capacity and a sizeable US$245 million Department of Defense offtake contract. At the same time, it is still working through losses and a short cash runway. Investors are weighing the potential impact of new smelter and mill projects, government funding efforts and AI-supported mine planning against permitting delays, concentrated ore supply and a funding model reliant on external borrowing. Forecasts of rapid revenue and earnings growth describe scenarios in which new facilities ramp efficiently and government relationships translate into recurring, premium contracts. However, recent quarterly losses and governance changes underline how dependent that potential upside is on smooth execution and tighter financial discipline.

United States Antimony’s government backed offtake and new processing projects hint at a much bigger story around cash flow potential and execution risk, and the 3 key rewards and 3 important warning signs could be the missing piece that explains what really has to go right and what could still go wrong

Jabil (JBL)

Overview: Jabil is a global manufacturing partner that designs and builds complex electronic hardware, embedded software and complete systems for customers in industries such as 5G, cloud data centers, healthcare, automotive and consumer electronics.

Operations: Jabil generates about US$12.4b from Regulated Industries, US$15.8b from Intelligent Infrastructure and US$5.4b from Connected Living and Digital Commerce.

Market Cap: US$33.4b

Jabil stands out in this cash flow focused screener because it sits at the heart of AI infrastructure, cloud and advanced manufacturing, while also tapping into regulated markets like healthcare and automotive that can support steadier demand. Recent results highlighted strong AI driven orders, rising earnings and free cash flow guidance above US$1.4b, alongside a new hyperscale AI customer, dividend payments and a US$1.5b buyback authorization. At the same time, weaknesses in renewable energy and EV related work, softer consumer devices and higher inventory days point to real pressure points that could affect margins if they persist. How those strengths and risks balance out for long term cash generation is where the investment debate on Jabil really starts to get interesting.

Jabil’s AI infrastructure orders and US$1.4b free cash flow guidance grab attention, but the real story sits in how its cash engine absorbs weaker segments, and the analyst forecasts for Jabil may reveal the turning point investors are missing

Lynas Rare Earths (ASX:LYC)

Overview: Lynas Rare Earths is an integrated rare earths company that mines, concentrates and processes rare earth minerals from its Mt Weld operation in Western Australia and produces advanced materials from plants in Kalgoorlie and Malaysia for use in electric vehicles, wind turbines and other high tech applications.

Operations: Lynas Rare Earths generates about A$715.9 million in revenue from its Rare Earth Operations segment.

Market Cap: A$15.2b

Lynas Rare Earths attracts attention because it combines pure play exposure to rare earth magnets used in electrification with a fully integrated supply chain outside China, at a time when governments are actively backing alternative supply. Strong recent earnings momentum, robust growth forecasts and new agreements like the long term JS Link magnet factory partnership support the case for meaningful upside in volumes and margins if its expansion plans run smoothly. However, parliamentary scrutiny in Malaysia, funding that leans on external debt and a relatively narrow product set mean that policy shifts or project setbacks could hit returns harder than many expect. The balance of powerful industry tailwinds and very real execution and regulatory risk is where investors should be focusing their questions on Lynas Rare Earths.

Lynas Rare Earths sits at the center of electrification, yet many investors still treat it like a simple miner. The analyst forecasts for Lynas Rare Earths could show how its expansion plans might reshape that story and where the real tension lies between policy support and project risk

The three companies covered here are only a small sample of what this cash flow focused idea turns up. The full Undervalued Stocks Based On Cash Flows screener surfaces 740 more companies that pair discounted DCF valuations with equally compelling stories around contracts, capacity, and balance sheets. Use Simply Wall St to identify and analyze the exact catalysts, cash flow trajectories, and risk profiles that matter most so you can concentrate on the highest conviction opportunities from that broader list.

Take Control of Your Investment Journey

If Lynas Rare Earths or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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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.