High FCF yield large caps
Query: US stocks with market cap over 10 billion, free cash flow yield above 5%, revenue growth positive over the last year, sorted by free cash flow yield · data as of 2026-10-30
Screened US-listed companies above $10B market cap with FCF yield >5% and positive trailing revenue growth (ADRs/foreign-domiciled and names without FCF data excluded); top 45 by FCF yield shown with valuation, quality, momentum, capital-return and business-model metrics, plus per-name qualitative commentary.
45 US-listed operating companies above $10B market cap screen at a free cash flow yield above 5% with positive trailing revenue growth, led by insurers, custody banks and cash-generative franchise names. ADRs and non-US domiciles are excluded, along with names where trailing free cash flow is unavailable.
High Free Cash Flow Yield with Positive Revenue Growth — Market Cap > $10B
| Symbol | Company | Sector | Industry | Market Cap ($B) | FCF Yield | FCF (TTM, $B) | Revenue Growth (TTM YoY) | Net Margin | ROE | P/E (TTM) | Forward P/E | Debt/Equity | 1M Return | 6M Return | 1Y Return | % From 52W High | % Above 150D SMA | Momentum Potential | Dividend Yield | Buyback Yield | Business Model Score | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WSE | Wise Group plc | Information Technology | Information Technology Services | 10.3216 | 70.81% | 7.5343 | 22.46% | 26.34% | 25.90% | 22.23 | 15.37 | 0.251 | -6.57% | — | — | -30.71% | — | 87.9 | 0.00% | 4.45% | 8 | UK-domiciled fintech that quietly passes the 'US-listed' filter; the headline yield is an artifact of client-fund float flowing through the statement rather than recurring owner earnings, so treat it as a cash-conversion story, not a value trap or a bargain. |
| FNF | Fidelity National Financial, In | Financials | Insurance - Specialty | 10.8645 | 52.00% | 5.618 | 5.58% | 4.70% | 9.36% | 14.11 | 7 | 0.657 | 3.58% | -19.72% | -20.17% | -29.68% | -12.15% | 13.7 | 3.85% | 2.32% | 6 | Title-insurance cash generation is cyclical and reserve-driven; the yield reflects a depressed earnings base after weak home-purchase volumes, so the setup hinges on a housing-transaction recovery rather than on the franchise improving. |
| RGA | Reinsurance Group of America, I | Financials | Insurance - Reinsurance | 17.2873 | 23.63% | 4.066 | 7.20% | 5.02% | 8.94% | 11.66 | 8.95 | 0.459 | 8.22% | 27.16% | 42.22% | -2.69% | 15.67% | 75.2 | 1.05% | 1.01% | 7 | Reinsurer benefiting from a still-hard property-catastrophe market and rising investment income on reinvested premiums; the main risk is a heavy catastrophe-loss year compressing the very cash flow the screen likes. |
| STT | State Street Corporation | Financials | Asset Management | 46.1907 | 22.87% | 10.843 | 7.26% | 21.12% | 10.62% | 14.97 | 11.09 | 0.035 | -2.78% | 12.84% | 48.86% | -12.61% | 0.81% | 81.3 | 1.48% | 2.53% | 7 | Custody bank whose earnings lever is net interest income and fee revenue on record custodial assets; capital return (buybacks plus dividend) is the real return driver, and lower short rates would trim the NII tailwind. |
| FIS | Fidelity National Information S | Information Technology | Information Technology Services | 19.8805 | 21.75% | 4.181 | 5.43% | 3.61% | 2.41% | 5.92 | 5.76 | 1.33 | 16.47% | -15.25% | -34.92% | -42.92% | -4.75% | 17.8 | 3.32% | 7.41% | 6.5 | Payments processing spin-off trading at a steep discount as the merchant-acquisition integration and leverage overhang weigh on sentiment; the free cash flow is genuine, so de-levering and a clean investor day are the obvious re-rating catalysts. |
| COF | Capital One Financial Corporati | Financials | Credit Services | 125.6724 | 20.41% | 26.14 | 36.62% | 4.59% | 2.19% | 11.28 | 8.52 | 0.448 | 5.33% | 7.58% | -4.83% | -20.58% | 2.56% | 78.6 | 1.17% | 3.20% | 6 | Card issuer where the cash-flow line is distorted by a large balance sheet; the real story is credit-card loss normalization post-acquisition and the deposit franchise, making the balance-sheet quality more important than the yield math. |
| CNA | CNA Financial Corporation | Financials | Insurance - Property & Casualty | 13.1729 | 18.18% | 2.404 | 5.04% | 8.53% | 11.77% | 10.72 | 10.14 | 0.34 | 6.10% | 3.43% | 19.88% | -11.99% | 2.80% | 46.1 | 7.03% | 0.26% | 6 | Commercial P&C insurer controlled by Loews; reliable underwriting and a high dividend payout make it a cash-return vehicle, though reserve development in casualty lines is the perennial swing factor. |
| NTRS | Northern Trust Corporation | Financials | Asset Management | 30.9488 | 17.26% | 5.4595 | 6.13% | 34.61% | 13.37% | 14.53 | 13.35 | 0.048 | -0.02% | 3.81% | 35.74% | -11.65% | -1.52% | 91.8 | 1.42% | 4.03% | 8 | Wealth and custody franchise with fee revenue tied to equity-market levels; asset-servicing scale gives it operating leverage in up-markets and a defensive tilt relative to trading-driven peers. |
| FISV | Fiserv, Inc. | — | — | 26.599 | 16.68% | 4.299 | 3.60% | 16.47% | 13.32% | 9.58 | 6.12 | 1.06 | 10.22% | -19.50% | -60.36% | -29.15% | -4.90% | 14.8 | 0.00% | 7.55% | 8 | Payments and banking-software roll-up whose multiple has compressed on integration and merchant-pricing concerns; heavy recurring revenue and a large buyback program mean the deleveraging path is the key re-rating trigger. |
| HIG | The Hartford Insurance Group, I | Financials | Insurance - Diversified | 35.4563 | 16.29% | 5.753 | 6.91% | 13.52% | 20.31% | 9.16 | 9.69 | 0.24 | 5.45% | -1.48% | 10.30% | -8.99% | -1.31% | 46.6 | 1.36% | 4.57% | 6 | Diversified P&C and group-benefits insurer with consistent underwriting discipline; small-commercial pricing remains firm, and the group-benefits unit adds a steadier, less catastrophe-exposed earnings stream. |
| ALL | Allstate Corporation (The) | Financials | Insurance - Property & Casualty | 65.7102 | 15.27% | 9.882 | 5.58% | 15.17% | 32.48% | 5.2 | 9.43 | 0.243 | 15.80% | 20.61% | 38.84% | -5.54% | 10.19% | 73.5 | 1.22% | 1.91% | 7 | Personal auto insurer benefiting from several years of aggressive rate increases now flowing through earned premium; margins are near cyclical peaks, so the debate is how much pricing power persists as loss trends normalize. |
| AER | AerCap Holdings N.V. | Industrials | Rental & Leasing Services | 24.0734 | 14.89% | 3.6103 | 6.50% | 44.04% | 20.47% | 7.79 | 8.71 | 2.39 | 10.14% | 13.09% | 21.41% | -0.75% | 9.49% | 36.9 | 0.76% | 1.32% | 8 | Aircraft lessor with a young, in-demand fleet and strong lease rates; tariffs and OEM delivery delays keep the used-aircraft market tight, which supports both lease pricing and residual values. |
| T | AT&T Inc. | Communication Services | Telecom Services | 144.2279 | 13.93% | 19.637 | 2.71% | 18.61% | — | 7.07 | 8.35 | — | -10.90% | -16.00% | -10.77% | -26.43% | -10.30% | 15.6 | 3.90% | 3.19% | 7 | Telecom incumbent whose fiber and wireless investment cycle is converting into steady free cash flow; the dividend and buyback are the return, while copper-lead remediation and legacy decline cap growth. |
| MELI | MercadoLibre, Inc. | Consumer Discretionary | Internet Retail | 82.3585 | 13.79% | 11.607 | 34.34% | 9.82% | 27.43% | 44.11 | 28.64 | 1.71 | -3.60% | -12.19% | -29.24% | -31.19% | -8.90% | 91.1 | 0.00% | 0.00% | 8 | Latin American e-commerce and fintech platform; the cash-flow profile is improving as logistics investment matures, but the stock is a growth-duration asset that suffers when financing costs rise. |
| WRB | W.R. Berkley Corporation | Financials | Insurance - Property & Casualty | 27.4189 | 12.98% | 3.5222 | 7.84% | 12.13% | 18.33% | 15.2 | 15.27 | 0.026 | 7.20% | 12.43% | 6.33% | -5.43% | 7.03% | 62.8 | 2.41% | 1.00% | 7 | Specialty P&C underwriter that has been growing reserves conservatively and capturing E&S pricing; higher volatility in its investment portfolio and catastrophe exposure are the main detractors. |
| PGR | Progressive Corporation (The) | Financials | Insurance - Property & Casualty | 134.0268 | 12.89% | 17.2 | 16.32% | 12.90% | 35.29% | 11.6 | 14.21 | 0.262 | 9.63% | 16.15% | 18.44% | -2.15% | 9.97% | 78.6 | 5.97% | 0.14% | 8 | Auto insurer with the best-in-class direct model and share gains; growth is now coming from bundling home and commercial lines, and the risk is that a benign loss environment invites competitive price-cutting. |
| CNC | Centene Corporation | Health Care | Healthcare Plans | 33.8874 | 12.72% | 4.321 | 19.44% | -3.43% | -31.15% | — | 12.88 | 0.8 | 12.23% | 28.33% | 83.32% | -3.92% | 13.54% | 75.7 | 0.00% | 1.40% | 4 | Managed-care plan under pressure from elevated medical-cost trends and Medicaid redetermination dynamics; the cash generation supports buybacks, but margin recovery depends on rate filings catching up to utilization. |
| OMC | Omnicom Group Inc. | Communication Services | Advertising Agencies | 22.2934 | 12.55% | 2.7884 | 10.09% | 0.25% | 0.46% | — | 6.75 | 1.22 | 8.78% | 7.87% | 12.48% | -8.64% | 4.73% | 75.7 | 2.95% | 3.19% | 4 | Advertising holding company whose cash flow funds a steady dividend and buybacks; AI-driven media buying is compressing agency fees, and the pending large acquisition adds integration and leverage risk. |
| DVN | Devon Energy Corporation | Energy | Oil & Gas E&P | 57.365 | 11.87% | 6.68 | 7.83% | 15.37% | 17.12% | 11.34 | 9.59 | 0.628 | 10.58% | 4.55% | 66.86% | 0.00% | 12.47% | 58 | 1.53% | 1.87% | 5 | Shale E&P leveraged to a high oil price; the company's fixed-plus-variable dividend model ties shareholder returns directly to crude, making it a scarcity-asset play rather than a diversified cash compounder. |
| L | Loews Corporation | Financials | Insurance - Property & Casualty | 22.7569 | 11.83% | 2.7 | 5.39% | 9.60% | 9.47% | 13.66 | 38.39 | 0.478 | 5.97% | -0.23% | 14.09% | -6.77% | 1.24% | 35 | 0.17% | 3.53% | 7 | Holding company spanning insurance, pipelines and packaging; trades at a persistent conglomerate discount, and the cash-generative pipeline subsidiary provides a bond-proxy income stream that anchors the valuation. |
| HDB | HDFC Bank Limited | Financials | Banks - Regional | 114.0615 | 11.79% | 13.218 | 15.25% | 31.35% | 8.94% | 15.4 | 15.56 | 0.954 | -3.36% | -11.91% | -40.04% | -40.26% | -8.04% | 23.8 | 2.08% | 15.05% | 8 | Indian bank ADR; the cash-flow line is not comparable to a US industrial's, and the real drivers are loan growth, deposit costs and the post-merger integration of its housing-finance arm. |
| PYPL | PayPal Holdings, Inc. | Financials | Credit Services | 47.3558 | 11.76% | 5.564 | 4.32% | 15.78% | 26.13% | 10.78 | 9.84 | 0.576 | 7.44% | 13.68% | -17.27% | -17.70% | 11.89% | 73.3 | 0.74% | 12.79% | 7 | Digital-payments platform where branded checkout growth has slowed and the story now rests on margin expansion, buybacks and new venues; competitive pressure from Apple Pay and card-linked wallets is the structural risk. |
| GDDY | GoDaddy Inc. | Information Technology | Software - Infrastructure | 14.8482 | 11.75% | 1.5755 | 8.26% | 17.67% | 368.73% | 17.42 | 10.63 | 16.3 | 20.89% | 36.71% | -11.10% | -13.27% | 27.70% | 91.3 | 0.00% | 11.94% | 7.5 | Small-business web hosting and domain registrar with sticky subscription revenue; the value case is high-margin recurring cash flow plus buybacks, though growth is decelerating as its core hosting market matures. |
| THC | Tenet Healthcare Corporation | Health Care | Medical Care Facilities | 22.0018 | 11.61% | 2.53 | 3.07% | 11.11% | 49.17% | 10.57 | 13.11 | 2.73 | 7.59% | 49.10% | 30.65% | -2.68% | 22.79% | 92.5 | 0.00% | 6.42% | 6.5 | Hospital operator generating strong free cash flow after divesting non-core assets and cutting debt; the risk is reimbursement pressure and adverse payer mix as volumes shift to outpatient settings. |
| TMUS | T-Mobile US, Inc. | Communication Services | Telecom Services | 165.7126 | 11.49% | 17.995 | 8.49% | 12.45% | 19.67% | 16.36 | 10.83 | 2.16 | -3.27% | -19.31% | -25.70% | -29.53% | -12.78% | 13.8 | 1.96% | 6.36% | 8 | Wireless challenger whose post-merger network buildout is winding down, unlocking structurally higher free cash flow; subscriber growth and spectrum spending are the two variables that matter from here. |
| IVZ | Invesco Ltd | Financials | Asset Management | 12.2005 | 11.30% | 1.441 | 5.11% | -2.74% | -1.40% | — | 8.51 | 0.163 | -8.74% | 8.78% | 18.85% | -16.66% | -2.67% | 82.2 | 3.06% | 0.97% | 3 | Asset manager with heavy passive ETF exposure and thin margins; fee compression and investor mix shift are secular headwinds, so cost discipline rather than organic growth drives the cash flow. |
| FOXA | Fox Corporation | Communication Services | Entertainment | 26.595 | 11.25% | 2.993 | 16.60% | 14.07% | 20.90% | 16.47 | 10.88 | 0.681 | 3.20% | 0.27% | 4.97% | -16.91% | 1.90% | 65.8 | 0.44% | 3.76% | 6 | Broadcast and Tubi streaming franchise that throws off cash from retransmission fees; the stable election-cycle ad revenue and a lean balance sheet make this a classic shareholder-return vehicle. |
| PINS | Pinterest, Inc. | Communication Services | Internet Content & Information | 10.9638 | 11.10% | 1.2519 | 15.79% | 9.87% | 14.62% | 56.94 | 8.06 | 0.092 | -0.51% | -4.25% | -40.99% | -42.55% | -7.81% | 58 | 0.00% | 8.22% | 7 | Visual-discovery platform where ad monetization is still ramping; the cash generation is real but heavily reinvested in AI and shopping tooling, so the yield is less of a 'value' signal than it looks. |
| AIZ | Assurant, Inc. | Financials | Insurance - Property & Casualty | 14.442 | 11.07% | 1.5984 | 7.89% | 6.81% | 14.87% | 14.02 | 12.56 | 0.013 | 9.98% | 26.91% | 42.30% | -2.91% | 11.11% | 81.2 | 0.90% | 2.10% | 6 | Specialty insurer focused on lender-placed and device protection; earnings are tied to mortgage-servicing volumes and mobile-device upgrade cycles, both of which are rate-sensitive proxies. |
| CINF | Cincinnati Financial Corporatio | Financials | Insurance - Property & Casualty | 27.8145 | 11.07% | 3.092 | 11.41% | 18.95% | 15.23% | 8.55 | 20.06 | 0.055 | 11.74% | 13.06% | 22.02% | -5.64% | 7.35% | 73.4 | 1.52% | 0.73% | 7 | P&C insurer with a large agency following and a strong investment-portfolio cushion; underwriting is opportunistic and catastrophe-exposed, and the valuation premium hinges on the dividend record continuing. |
| MKL | Markel Group Inc. | Financials | Insurance - Property & Casualty | 22.8667 | 11.04% | 2.5544 | 4.72% | 13.58% | 11.62% | 10.32 | 16.56 | 0.281 | 8.33% | -2.05% | -0.48% | -14.69% | 0.79% | 51.3 | 0.00% | 1.86% | 7 | Insurance-and-investment holding company often described as a mini-Berkshire; book-value compounding from fixed-maturity reinvestment at higher yields is the engine, with reinsurance volatility as the offset. |
| CI | The Cigna Group | Health Care | Healthcare Plans | 78.8044 | 10.84% | 8.551 | 11.24% | 2.29% | 14.90% | 12.34 | 8.91 | 0.696 | 11.30% | 6.62% | 1.96% | -5.59% | 5.91% | 48.9 | 1.55% | 4.59% | 6 | Health-services and PBM operator whose cash flow funds aggressive buybacks; drug-pricing regulation, PBM transparency rules and elevated medical utilization are the risks that cap the multiple. |
| DVA | DaVita Inc. | Health Care | Medical Care Facilities | 11.9625 | 10.63% | 1.3106 | 6.46% | 7.91% | — | 15.89 | 11.02 | — | 6.32% | 23.64% | 48.15% | -22.19% | -1.08% | 13.3 | 0.00% | 10.61% | 6 | Kidney-care provider with a leveraged but durable service model; the cash flow is real, and the main uncertainties are Medicare reimbursement changes and the pace of home-dialysis adoption. |
| ADBE | Adobe Inc. | Information Technology | Software - Application | 97.3895 | 10.20% | 9.852 | 10.53% | 30.00% | 61.90% | 14.32 | 9.1 | 0.615 | 3.71% | -0.19% | -25.94% | -30.01% | 2.47% | 82.7 | 0.00% | 11.68% | 9 | Creative-software franchise whose cash generation remains elite even as AI-native competitors challenge the core seat-based model; monetizing AI features is the pivotal test of the moat. |
| GL | Globe Life Inc. | Financials | Insurance - Life | 12.2252 | 10.17% | 1.2539 | 3.74% | 19.37% | 19.08% | 10.57 | 9.63 | 0.457 | -3.88% | 4.56% | 21.75% | -14.48% | -3.82% | 52.6 | 0.58% | 7.14% | 7 | Life and supplemental-health insurer with a long history of steady underwriting; the balance-sheet leverage and past distribution-channel controversies keep a valuation discount on the cash flow. |
| CF | CF Industries Holdings, Inc. | Materials | Agricultural Inputs | 18.66 | 10.08% | 1.802 | 19.34% | 25.38% | 31.28% | 9.15 | 11.82 | 0.633 | 7.65% | 1.43% | 49.56% | -11.47% | 2.91% | 65.2 | 1.70% | 7.64% | 7 | Nitrogen fertilizer producer whose cash flow is highly geared to natural-gas spreads and corn economics; cheap North American feedstock is the structural edge, and cyclical pricing is the risk. |
| AEP | American Electric Power Company | Utilities | Utilities - Regulated Electric | 70.9028 | 9.86% | 6.944 | 10.93% | 16.90% | 11.62% | 22.57 | 19 | 1.67 | 8.73% | -3.61% | 16.63% | -6.11% | 1.86% | 75.8 | 2.92% | — | 7 | Regulated utility funding a large transmission and data-center load-growth capex program; cash flow is conversion of rate-base investment, so the return depends on rate-case outcomes rather than volume. |
| FWONK | Liberty Media Corporation - Ser | Communication Services | Entertainment | 23.183 | 9.78% | 2.27 | 22.69% | 12.38% | 7.15% | 114.16 | 49.18 | 0.667 | 0.95% | 7.47% | -2.30% | -13.30% | -0.99% | 32.5 | 0.00% | 0.16% | 8 | Liberty Media tracking stock for Formula One and related assets; cash generation is event-leasing and media-rights driven, and the valuation depends on attributed-debt and capital-allocation decisions. |
| DECK | Deckers Outdoor Corporation | Consumer Discretionary | Footwear & Accessories | 10.944 | 9.74% | 1.0973 | 9.76% | 18.71% | 40.97% | 11.66 | 9.8 | 0.15 | 3.04% | -18.73% | -2.21% | -32.21% | -14.88% | 54.6 | 0.00% | 9.54% | 8 | Footwear maker behind Hoka and Ugg with an asset-light, high-inventory-turn model; the cash flow reflects wholesale normalization, while brand heat and DTC mix are the swing factors. |
| JAZZ | Jazz Pharmaceuticals plc | Health Care | Biotechnology | 14.0202 | 9.61% | 1.297 | 4.88% | -8.35% | -7.42% | 14.78 | 8.38 | 1.13 | -7.31% | 6.54% | 59.12% | -17.45% | -6.20% | 25.6 | 0.00% | 0.93% | 6 | Specialty pharma with a narcolepsy franchise and a growing oncology portfolio; acquisition-led growth uses cash, and patent-life and drug-pricing reforms are the structural risks. |
| GLPI | Gaming and Leisure Properties, | Real Estate | REIT - Specialty | 11.6746 | 9.43% | 1.1155 | 4.13% | 53.32% | 18.35% | 11.4 | 11.8 | 1.81 | 3.70% | -15.27% | -4.02% | -21.76% | -8.99% | 54.4 | 6.11% | — | 7 | Gaming REIT with long-dated triple-net leases; cash flow is contractual and rent-escalator driven, making the yield closer to a bond proxy than an operating-business cash flow. |
| RRC | Range Resources Corporation | Energy | Oil & Gas E&P | 12.7665 | 9.29% | 1.1698 | 28.90% | 21.12% | 14.30% | 15.09 | 13.74 | 0.265 | 45.29% | 28.79% | 57.67% | -3.10% | 34.65% | 85 | 0.53% | 3.17% | 6 | Natural-gas-weighted E&P at a high price amid a scarcity bid; the cash flow is levered to gas and NGL prices, and low-cost Appalachian acreage is the competitive moat. |
| VICI | VICI Properties Inc. | Real Estate | REIT - Diversified | 26.9326 | 9.29% | 2.5073 | 4.08% | 70.36% | 10.00% | 9.48 | 8.18 | 0.627 | 7.61% | -11.31% | -11.87% | -20.14% | -5.11% | 38.4 | 5.52% | — | 8 | Experiential-property REIT with contractual rent escalators tied to gaming operators; the duration of the leases makes this an income vehicle, though tenant concentration is a watch item. |
| CTSH | Cognizant Technology Solutions | Information Technology | Information Technology Services | 29.1062 | 9.21% | 2.595 | 6.95% | 10.56% | 14.80% | 13.97 | 10.31 | 0.076 | 6.95% | 20.57% | -2.16% | -24.90% | 17.70% | 79.1 | 1.49% | 4.89% | 8 | IT services provider whose cash conversion is helped by a light-asset model; generative AI is both a productivity tailwind and a deflationary threat to headcount-based pricing. |
| LDOS | Leidos Holdings, Inc. | Information Technology | Information Technology Services | 17.9429 | 9.20% | 1.629 | 3.07% | 8.51% | 29.16% | 13.36 | 11.19 | 1.2 | 17.23% | -3.54% | -23.13% | -28.35% | 11.32% | 57.9 | 0.90% | 5.33% | 6 | Government services and defense IT contractor with a backlog anchored by federal health and defense programs; budget-appropriation timing and contract recompetes are the primary risks. |
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