Energy driven inflation is back in focus as traders watch commodity prices and current account shifts. That puts cash generation under the spotlight. Companies that turn revenue into resilient cash flows, yet still trade below their estimated fair value, can attract patient buyers who like a margin of safety. This article walks through three stocks from the Undervalued Stocks Based On Cash Flows screener that fit that profile today.

The three stocks that follow are just a sample, and the full screen surfaced 137 more companies with cash flow stories that are not covered here. If you want to identify and analyze value ideas that best fit your own criteria, head straight into the Undervalued Stocks Based On Cash Flows screener.

Sea (SE)

Sea is a Singapore based consumer internet company that runs Shopee for e commerce, Garena for online gaming, and Monee for digital financial services across Southeast Asia, Latin America and other markets. The company has grown from its roots in gaming into a broad platform that connects buyers and sellers, processes payments and offers credit and insurance products. Sea currently carries a market cap of about US$78.5b.

Sea gives you exposure to three themes in one stock: e commerce, digital finance and gaming, backed by strong recent revenue gains across Shopee, Monee and Garena. Analysts see room for further upside based on their cash flow and earnings expectations. You still need to weigh that against a rich P/E multiple and higher funding risk, because the group relies on external borrowing rather than deposits. Add in rising competition in Brazil and Southeast Asia plus credit risk in Monee, and Sea becomes a business where the upside story is compelling, but the details really matter.

Sea’s mix of e commerce, gaming and digital finance is accelerating, yet the real story sits in the cash flows behind that rich P/E and funding model. Get the analysis report for Sea

Build your own cash flow shortlist around Sea

Sea and the two other stocks in this article all came out of a single Simply Wall St screen, but the real edge is shaping your own filters. Use our flexible Screener to blend cash flows, valuation, balance sheet strength and risks to match your style, or jump straight into our curated Investing Ideas for ready made starting points.

United States Antimony (UAMY)

United States Antimony is a vertically integrated producer of antimony based flame retardant chemicals, battery metals and defense grade materials, alongside a smaller zeolite business used in filtration and environmental applications. The company currently generates most of its revenue from antimony products at about US$32 million, with zeolite contributing roughly US$4.3 million. United States Antimony has a market cap of about US$744 million.

United States Antimony sits at the intersection of critical minerals, defense supply chains and environmental applications. This combination is why investors are watching it despite recent earnings volatility and antimony price pressure. The long term DLA contract and other multi year sales agreements create visibility on demand, while the shift toward using more of its own ore and expanding throughput in Montana and Mexico could be important for future margins and cash generation. At the same time, the company is still loss making, carries liquidity and funding risks and has already cut 2026 revenue guidance after weaker pricing. For investors seeking exposure to critical minerals with both upside potential and execution risk, this is a story worth tracking closely.

United States Antimony sits between critical mineral demand and real execution risk, yet many investors still treat it as a simple commodity trade. Use the 2 key rewards and 3 important warning signs to see how its contracts, pricing pressure and funding position really fit together.

AECOM (ACM)

AECOM is a global infrastructure consulting company that advises, designs and manages large projects for governments and businesses across transport, water, environmental, energy and real estate markets. Most of its revenue comes from the Americas segment at about US$11.8b, with the International segment adding around US$3.6b and AECOM Capital contributing a small US$0.3 million. The company currently has a market cap of roughly US$7.8b.

Investors looking at AECOM are getting a global infrastructure specialist with a record backlog, rising demand for climate and energy transition projects, and a growing focus on higher margin consulting and digital solutions, including AI enabled project delivery. At the same time, you need to be comfortable with thin current margins, a recent US$337 million charge tied to a problem construction project, and debt that is not well covered by operating cash flow. All of these create real execution risk. The interest lies in whether AECOM can turn its strong pipeline and higher quality contracts into the earnings and cash flows needed to justify the upside implied by analyst targets and valuation models.

Accelerating infrastructure demand could be masking the real story at AECOM, where thin margins and that US$337m project charge pull in the opposite direction. Get the full picture in the 4 key rewards and 2 important warning signs (1 is major!)

Seeking Alternatives Before The Crowd

Fresh ideas tend to move first when momentum builds and weak hands sell as prices drop. Do not wait until every screen lights up these stocks. Act now.

• Identify companies with strong balance sheets early by scanning our curated list of solid balance sheet and fundamentals (49 results), which highlights businesses with cleaner debt profiles and steadier fundamentals.
• Explore structural growth in machine learning and data centers by checking the hand picked 55 AI infrastructure stocks, which focuses on businesses tied to the backbone of AI demand.
• Consider positioning ahead of any potential nuclear build out cycle using the focused 90 nuclear energy infrastructure stocks, which tracks companies involved in power plants, components and supporting infrastructure.

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.