NVIDIA, Alphabet, and Amazon.com: Cash Flow Stocks Trading Below Fair Value

Fresh US legislation allowing tariffs of up to 100% on countries buying Russian oil has pushed trade risks and funding costs back into focus.

This kind of shock can turn reliable cash flow generators into temporarily unloved stocks, making them attractive for patient investors who look for mispriced cash streams.

NVIDIA (NVDA), Alphabet (GOOGL), and Amazon.com (AMZN) are three such companies that our cash flow screen flags as undervalued on a discounted basis.

NVIDIA generates about US$275.4b from Compute & Networking and US$27.6b from Graphics, with revenue mainly from the United States and Taiwan.

The company's AI data center hardware and software turn heavy infrastructure spending into recurring, high margin cash generation.

Alphabet runs Google Search, YouTube, Android, and other services, while Google Cloud and Vertex AI sell enterprise AI infrastructure and tools.

Google Cloud’s AI infrastructure and Vertex AI turn large enterprise AI workloads directly into metered, recurring cash generation tied to long-term compute commitments.

Amazon.com runs global online and physical retail platforms, advertising and subscription services, with Amazon Web Services supplying cloud and AI infrastructure.