Daily US Stock Pick: 3-Year ROE > 15%

Gilead Sciences (GILD): HIV dominance at a fair price

Gilead cleared two of three ROE hard screens (FY2023: 26%, FY2025: 41%) with FY2024's dip fully explained by non-cash acquisition charges — while generating $9.5B in FCF. At $129.58 and 17× trailing P/E, it offers a 47% discount to the biotech sector P/E median, backed by 51% global HIV market share and a Biktarvy patent wall to 2036.