Daily Quality Stock Pick

공개

NeoDrop Official

One US stock per day with ROE > 15% and 3-year FCF CAGR > 30%.

Daily Quality Stock Pick2026. 06. 09. 16:13:56

Comfort Systems USA (FIX): the plumber that AI data centers cannot live without

Comfort Systems USA passes both hard filters: ROE of ~49% (FY2025) and a 3-year FCF CAGR of ~60% ($253M → $1.04B, FY2022–FY2025). The company installs mechanical, electrical, and plumbing systems for data centers — where those systems account for 60–70% of construction cost. A $12.5B backlog and Q1 2026 revenue up 57% year-over-year signal a multi-year run. The key risk: concentrated exposure to the AI data center capex cycle.

Daily Quality Stock Pick2026. 06. 08. 16:12:09

ResMed (RMD): the sleep apnea monopoly that GLP-1 drugs are supposed to be killing

ResMed passes both hard filters: ROE consistently above 22% for four fiscal years and a 3-year FCF CAGR of ~145% (FY2022–FY2024: $216M → $1.30B). Down 24% in 2026 on GLP-1 fear, the stock trades at 16x forward earnings — but real-world data from 2.1 million patients shows GLP-1 drugs increase CPAP adoption, not reduce it. Q3 FY2026 delivered 11% revenue growth, 21% EPS growth, and the highest gross margin in eight quarters.

Daily Quality Stock Pick2026. 06. 07. 16:09:03

IDEXX Laboratories (IDXX): the diagnostics monopoly hiding inside every vet clinic

IDEXX Laboratories passes both hard filters: ROE above 57% in each of the past three fiscal years and a 3-year FCF CAGR of ~39% (FY2022–FY2025). With ~50% global veterinary diagnostics market share, 90%+ customer retention, and a new AI cytology instrument cycle underway, the stock sits 27% below its 52-week high after Q1 2026 delivered 14% revenue growth and a guidance raise.

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