With inflation, energy prices and central bank decisions all pulling on markets, cash flow strength has become a key anchor for many investors in 2026. The Undervalued Stocks Based On Cash Flows screener focuses on companies where projected cash generation looks attractive compared to their current market price, according to SWS DCF valuation. That combination can appeal to value focused investors who want potential resilience if conditions stay choppy. In this article you will see 3 of the stocks highlighted from the screener, along with plain English context on what their cash flow profiles could mean for a long term portfolio.

Bloom Energy (BE)

Overview: Bloom Energy provides on site solid oxide fuel cell systems that turn fuels such as natural gas, biogas or hydrogen into electricity through an electrochemical process, as well as electrolyzers that produce hydrogen for industrial and energy customers. Its solutions target power hungry users like data centers, utilities, hospitals and manufacturers that want more resilient and lower emission power than traditional grid supply.

Operations: Bloom Energy generates about US$2.4b in annual revenue, primarily from electric equipment, with roughly US$2.1b from the United States and about US$309m from other countries.

Market Cap: US$52.6b

Bloom Energy is attracting attention because its fuel cell and hydrogen platform sits directly in the path of AI data center power demand, backed by a greatly expanded US$25b financing framework from Brookfield that could support large deployments. Analysts expect strong revenue and earnings growth and see a sizable backlog that supports multi year visibility. However, margins are still slim, funding relies heavily on external borrowing and there has been recent shareholder dilution and insider selling. The stock also trades on rich sales multiples and has been highly volatile around short seller reports and supply chain questions, which raises the stakes for investors who want to understand what is really driving the cash flow story here.

Bloom Energy operates at the intersection of AI power demand, fuel cells and hydrogen. The more important story may be how its cash flows develop relative to its substantial revenue base. Get the DCF valuation analysis for Bloom Energy

United States Antimony (UAMY)

Overview: United States Antimony produces and sells antimony based flame retardants, metals and chemicals, zeolite products and some precious metals to industrial customers in the US and Canada. Its materials feed into everyday uses such as plastics, batteries, ammunition, water treatment and environmental cleanup.

Operations: The company generates about US$35.8m from antimony products and US$3.3m from zeolite, with roughly US$37.6m of total revenue from the United States and US$1.4m from Canada.

Market Cap: US$762.5m

United States Antimony operates within the broader US effort to secure supplies of critical minerals, supported by expanded processing capacity, new ore sources and a large Defense Logistics Agency contract that links its performance to demand for flame retardants, batteries and defense applications. At the same time, investors need to weigh a recent swing back to losses, a short cash runway and ongoing permitting and supply chain risks that could affect how quickly new projects ramp. Analysts have outlined a potential path to profitability and higher revenue if government support, higher value contracts and new mills such as Radersburg scale as planned. The key issue is how that potential future cash flow compares with today’s valuation and funding pressures.

United States Antimony sits at the crossroads of critical minerals, government contracts and a short cash runway, which can create sharp turns in the story. Get the full picture with the 3 key rewards and 3 important warning signs

Thales (ENXTPA:HO)

Overview: Thales is a French defence and technology group that supplies air defence systems, secure communications, avionics, satellites and digital identity solutions to governments, airlines, banks and enterprises around the world.

Operations: Thales generates about €13.3b from Defence, €6.1b from Aerospace and €3.9b from Cyber & Digital, with a small negative adjustment booked in Other.

Market Cap: €50.0b

Thales gives you exposure to rising defence and cyber security spending, with sizeable Defence and Cyber & Digital businesses that sit alongside its long established aerospace and space operations. Forecasts for earnings growth above the French market, an ROE around 18.3% and improving profit margins indicate a business with meaningful earnings power. The board continues to support dividends such as the €3.90 per share approved for 2025 earnings. Set against that, investors need to factor in high funding risk from its liability mix, large one off items like the charge tied to Germany’s F126 frigate program and execution risks in digital and Space. The key consideration is how these strengths and pressures may influence future cash flows and valuation.

Thales appears to be an earnings engine, with defence and cyber growth contributing, yet its liability mix and one off charges could be masking the real story. Get the 3 key rewards and 1 important warning sign

The three companies in this article are just a starting point, since the full Undervalued Stocks Based On Cash Flows screen has identified 765 more stocks that combine discounted valuations with cash flow stories that could be just as compelling. Use the Undervalued Stocks Based On Cash Flows screener to analyze and filter for the specific catalysts and narratives that matter to you so you can identify the highest conviction opportunities for your watchlist.

Take Control of Your Investment Journey

If United States Antimony 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.