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Here's 5 amazing businesses under $100B in market cap with long runways of growth:
- $SE ($77B)
- $MELI ($60B)
- $EVO ($13B)
- $ADYEY ($51B)
- $ADSK ($52B)
What's your favorite business under $100B and why?
- $SE ($77B)
- $MELI ($60B)
- $EVO ($13B)
- $ADYEY ($51B)
- $ADSK ($52B)
What's your favorite business under $100B and why?
1/ $SE - Sea Ltd
A leading e-commerce (Shopee), fintech (SeaMoney), and gaming (Garena) business in South East Asia, an area with 650M+ population that is under-penetrated in e-commerce and digital payments.
Market cap - $77B
Annual rev growth - 163%
YTD performance - 292%
A leading e-commerce (Shopee), fintech (SeaMoney), and gaming (Garena) business in South East Asia, an area with 650M+ population that is under-penetrated in e-commerce and digital payments.
Market cap - $77B
Annual rev growth - 163%
YTD performance - 292%
2/ $MELI - MercadoLibre
A leading e-commerce and fintech business in LATAM with 638M population, also under-penetrated in e-commerce and digital payments.
Market cap - $60B
Annual rev growth - 59.6%
YTD performance - 112%
A leading e-commerce and fintech business in LATAM with 638M population, also under-penetrated in e-commerce and digital payments.
Market cap - $60B
Annual rev growth - 59.6%
YTD performance - 112%
3/ $EVO - Evolution Gaming
The leading B2B provider of live gaming solutions for the gambling industry.
Market cap - $13.4B
ROIC - 78.5%
EBIDTA margin - 60%
Annual rev growth - 41%
EPS growth - 100%
7 quarters in a row > 60% EPS growth
YTD performance - 149%
The leading B2B provider of live gaming solutions for the gambling industry.
Market cap - $13.4B
ROIC - 78.5%
EBIDTA margin - 60%
Annual rev growth - 41%
EPS growth - 100%
7 quarters in a row > 60% EPS growth
YTD performance - 149%
4/ $ADYEN $ADYEY - Adyen
A single stack, multi channel, worldwide payments platform for enterprise businesses.
Market cap - $51B
Annual rev growth - 52%
YOY EPS growth - 101%
YTD performance - 150%
A single stack, multi channel, worldwide payments platform for enterprise businesses.
Market cap - $51B
Annual rev growth - 52%
YOY EPS growth - 101%
YTD performance - 150%
5/ $ADSK - Autodesk
The leading architecture, engineering, and construction software.
Market cap - $52B
Annual rev growth - 27.4%
Quarterly EPS growth - 144.4%
Gross margin - 91%
YTD performance - 28.4%
The leading architecture, engineering, and construction software.
Market cap - $52B
Annual rev growth - 27.4%
Quarterly EPS growth - 144.4%
Gross margin - 91%
YTD performance - 28.4%
