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Rising Stars

Strategy summary

Invest in the next industry-leading mega-growers like Amazon, Facebook, or Zoom
We are screening 2000+ US-listed companies for you, selecting stocks on trajectories for rapid growth

Read more

Target portfolio structure


Rising Stars (TOP 1-5) — our portfolio
Rising Stars (TOP 6-15)

Actual Performance

PeriodStrategyS&P500

Day +1.6%+0.3%

Week -5.0%-1.2%

Year to date -49.3%+61.3%

Since inception (2020-07-13) -80.0%+144.1%

Maximum drawdown 93.7%

Date of drawdown 2024-08-28

Sharpe ratio -0.24

Volatility (year) 46%

Portfolio (USD) and S&P500 dynamics (%)

chart technology by TradingView

Weekly price changes ($)


Company Share Price -w Price Change($)
65.2%
-6.9%
26.8%
-0.8%
3.9%
-5.4%
2.7%
0.0%
1.4%
0.0%
Portfolio -5.0%

Beta and Alpha (10 Years BOND)


Beta 10Y
BOND
Alpha 10Y
BOND
Weighted
0
0%

Reviews

2026-10-20
#reports #GE

[General Electric](https://eninvs.com/all.php?name=GE) (Equipment manufacturer ) reported for 2026 q3
(2026-07-16, Before Market Open):

- Revenue +15.9% YoY (vs -9.3% in previous quarter and historical rate -6.4%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +3.2%)
- Net Debt increased by $10.6 bln since the start of the year (3.2% of market cap)
- FCF (LTM) -$3.7 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 44.8x compared to historical level (75th percentile) of 34.5x
- EV/Sales multiple is 6.9x

2026-10-20
#reports #ZION

[Zions NA](https://eninvs.com/all.php?name=ZION) (Banking service provider) reported for 2026 q3
(2026-07-20, After Market Close):

- Revenue +3% YoY (vs +4.5% in previous quarter and historical rate +2.4%)
- Net Income +18.5% YoY (vs +85.7% in previous quarter and historical rate +18.9%)
- Net Income margin 38.0% increased compared to 33.0% same period last year
- P/E multiple is 7.7x compared to historical level (75th percentile) of 10.5x
- P/S multiple is 3.5x
- Price to book: 1.3x

2026-10-20
#reports #WTFCP

[Wintrust Financial Corporation](https://eninvs.com/all.php?name=WTFCP) (Banks — Regional) reported for 2026 q3:

- Revenue -32.5% YoY (vs +8.3% in previous quarter and historical rate +35.0%)
- Net Income +21.9% YoY (vs +23.8% in previous quarter and historical rate +32.7%)
- Net Income margin 38.4% increased compared to 21.3% same period last year
- P/E multiple is 1.8x compared to historical level (75th percentile) of 2.7x
- P/S multiple is 0.5x
- Price to book: 0.2x

2026-10-20
#reports #WAL

[Western Alliance Bancorporation](https://eninvs.com/all.php?name=WAL) (Banking service provider) reported for 2026 q3
(2026-07-21, After Market Close):

- Revenue +7.7% YoY (vs +14.2% in previous quarter and historical rate +9.9%)
- Net Income +9.5% YoY (vs +17.0% in previous quarter and historical rate +53.2%)
- Net Income margin 34.3% increased compared to 33.7% same period last year
- P/E multiple is 7.2x compared to historical level (75th percentile) of 12.4x
- P/S multiple is 2.4x
- Price to book: 1x

2026-10-20
#reports #SFBS

[ServisFirst Bancshares](https://eninvs.com/all.php?name=SFBS) (Banking service provider) reported for 2026 q3
(2026-07-20, After Market Close):

- Revenue +20.3% YoY (vs +18.2% in previous quarter and historical rate +13.1%)
- Net Income +31.8% YoY (vs +41.0% in previous quarter and historical rate +17.0%)
- Net Income margin 54.4% increased compared to 49.6% same period last year
- P/E multiple is 12.4x compared to historical level (75th percentile) of 19.3x
- P/S multiple is 6.9x
- Price to book: 1.1x

2026-10-20
#reports #RBB

[RBB Bancorp](https://eninvs.com/all.php?name=RBB) (Banks — Regional) reported for 2026 q3
(2026-07-20, After Market Close):

- Revenue +10.3% YoY (vs +11.1% in previous quarter and historical rate -0.6%)
- Net Income +30% YoY (vs +11.1% in previous quarter and historical rate +13.7%)
- Net Income margin 40.6% increased compared to 34.5% same period last year
- P/E multiple is 9.8x compared to historical level (75th percentile) of 12.2x
- P/S multiple is 3.5x
- Price to book: 0.8x

2026-10-20
#reports #CBZ

[CBIZ](https://eninvs.com/all.php?name=CBZ) (Financial and insurance services provider) reported for 2026 q3
(2026-07-23, Before Market Open):

- Revenue +1.2% YoY (vs -0.1% in previous quarter and historical rate +23.6%)
- Net Income +56.7% YoY (vs -54.8% in previous quarter and historical rate +15.8%)
- Net Income margin 6.7% increased compared to 4.3% same period last year
- P/E multiple is 22.1x compared to historical level (75th percentile) of 25.8x
- P/S multiple is 1.2x
- Price to book: 1.7x

2026-10-20
#reports #BOKF

[BOK Financial](https://eninvs.com/all.php?name=BOKF) ( Banking services provider) reported for 2026 q3
(2026-07-20, After Market Close):

- Revenue -60.3% YoY (vs -56.8% in previous quarter and historical rate +2.4%)
- Net Income +3.3% YoY (vs +23500.0% in previous quarter and historical rate +36.9%)
- Net Income margin 59.5% increased compared to 22.8% same period last year
- P/E multiple is 9.4x compared to historical level (75th percentile) of 10x
- P/S multiple is 5.9x
- Price to book: 1.4x

2026-10-18
(review)
Weekly results
for USD strategies

US Leaders: -4.2%

Global Commodities: +1.0%

Trending Ideas: -2.7%

Rising Stars: -5.0%

vs S&P500: -1.9%

2026-10-18
#reports #JKHY

[Jack Henry & Associates](https://eninvs.com/all.php?name=JKHY) (Computer banking systems developer) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +4.7% YoY (vs +8.7% in previous quarter and historical rate +16.4%)
- EBITDA -7.7% YoY (vs +10.0% in previous quarter and historical rate +18.7%)
- EBITDA margin 29.7% decreased compared to 33.7% same period last year
- Net Debt decreased by $41 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.5 bln (positive), 4.4% of market cap
- EV/EBITDA multiple is 13.2x compared to historical level (75th percentile) of 17.4x
- EV/Sales multiple is 4.4x

2026-10-18
#reports #JBSS

[John B Sanfilippo & Son](https://eninvs.com/all.php?name=JBSS) (Snack manufacturer) reported for [2026 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=201254)
(2026-01-29, After Market Close):

- Revenue +4.1% YoY (vs +8.0% in previous quarter and historical rate +5.8%)
- EBITDA -33.3% YoY (vs -12.1% in previous quarter and historical rate +3.1%)
- EBITDA margin 6.4% decreased compared to 10.0% same period last year
- Net Debt increased by $59 mln over the past reporting period (7.6% of market cap)
- FCF (LTM) +$0 bln (positive), 3.2% of market cap
- EV/EBITDA multiple is 7.9x compared to historical level (75th percentile) of 9.6x
- EV/Sales multiple is 0.7x

At the opening of the session the share price went up +2.7%
2026-10-18
#reports #INDB

[Independent Bank](https://eninvs.com/all.php?name=INDB) (Banking service provider) reported for [2026 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=201245)
(2026-07-16, After Market Close):

- Revenue +43.5% YoY (vs +45.2% in previous quarter and historical rate +16.0%)
- Net Income +60.8% YoY (vs +81.8% in previous quarter and historical rate +15.2%)
- Net Income margin 38.9% increased compared to 34.7% same period last year
- P/E multiple is 13.8x compared to historical level (75th percentile) of 18.4x
- P/S multiple is 4.5x
- Price to book: 1x

2026-10-18
#reports #IMXI

[International Money Express In](https://eninvs.com/all.php?name=IMXI) (Information Technology Services) reported for [2026 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=200484)
(2026-05-29, Before Market Open):

- Revenue -18.6% YoY (vs -15.3% in previous quarter and historical rate -2.4%)
- EBITDA -41.7% YoY (vs -55.6% in previous quarter and historical rate +5.3%)
- EBITDA margin 10.7% decreased compared to 14.9% same period last year
- Net Debt decreased by $107 mln over the past reporting period (29.4% of market cap)
- FCF (LTM) +$0 bln (positive), 1.6% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 9.2x
- EV/Sales multiple is 0.6x

2026-10-17
#reports #WAFD

[Washington Federal](https://eninvs.com/all.php?name=WAFD) (Banking service provider) reported for 2026 q3
(2026-07-13, After Market Close):

- Revenue -3.7% YoY (vs -55.7% in previous quarter and historical rate +9.0%)
- Net Income +185.7% YoY (vs -91.6% in previous quarter and historical rate +46.6%)
- Net Income margin 33.0% increased compared to 11.1% same period last year
- P/E multiple is 8.6x compared to historical level (75th percentile) of 5x
- P/S multiple is 3.1x
- Price to book: 0.7x

2026-10-17
#reports #MTB

[M&T Bank](https://eninvs.com/all.php?name=MTB) (Banking service provider) reported for 2026 q3
(2026-07-15, Before Market Open):

- Revenue +1.8% YoY (vs +4.6% in previous quarter and historical rate -0.5%)
- Net Income -2.1% YoY (vs +11.2% in previous quarter and historical rate +2.0%)
- Net Income margin 43.2% decreased compared to 45.0% same period last year
- P/E multiple is 13x compared to historical level (75th percentile) of 13.8x
- P/S multiple is 5.4x
- Price to book: 1.3x

2026-10-17
#reports #FFIN

[First Financial Bankshares](https://eninvs.com/all.php?name=FFIN) (Banking service provider) reported for 2026 q3
(2026-07-16, After Market Close):

- Revenue -7.1% YoY (vs +10.5% in previous quarter and historical rate +12.7%)
- Net Income +93.7% YoY (vs -100.0% in previous quarter and historical rate +46.4%)
- Net Income margin 103.4% increased compared to 49.6% same period last year
- P/E multiple is 14.5x compared to historical level (75th percentile) of 35.1x
- P/S multiple is 8.3x
- Price to book: 2.3x

2026-10-17
#reports #TRV

[Travelers](https://eninvs.com/all.php?name=TRV) (Insurance services provider) reported for 2026 q3
(2026-07-17, Before Market Open):

- Revenue -0.5% YoY (vs +0.3% in previous quarter and historical rate +8.2%)
- Net Income +1.5% YoY (vs +46.3% in previous quarter and historical rate +62.7%)
- Net Income margin 15.4% increased compared to 15.1% same period last year
- P/E multiple is 10.9x compared to historical level (75th percentile) of 17.7x
- P/S multiple is 1.9x
- Price to book: 2.8x

2026-10-16
#reports #WABC

[Westamerica](https://eninvs.com/all.php?name=WABC) (Banking service provider) reported for 2026 q3
(2026-07-16, After Market Close):

- Revenue +136.2% YoY (vs +56.3% in previous quarter and historical rate +32.2%)
- Net Income -41.7% YoY (vs -47.1% in previous quarter)
- Net Income margin 14.8% decreased compared to 60.0% same period last year
- P/E multiple is 12.8x compared to historical level (75th percentile) of 9.5x
- P/S multiple is 2.2x
- Price to book: 1.5x

2026-10-16
#reports #SFNC

[Simmons First National](https://eninvs.com/all.php?name=SFNC) (Banks — Regional) reported for 2026 q3
(2026-07-16, After Market Close):

- Revenue +18.6% YoY (vs +23.3% in previous quarter and historical rate +5.2%)
- Net Income -14.5% YoY (vs +109.4% in previous quarter and historical rate +19.6%)
- Net Income margin 23.0% decreased compared to 32.0% same period last year
- P/E multiple is 9.2x compared to historical level (75th percentile) of 15x
- P/S multiple is 3.2x
- Price to book: 0.7x

2026-10-16
#reports #SCHW

[Charles Schwab](https://eninvs.com/all.php?name=SCHW) (Banking service provider) reported for 2026 q3
(2026-07-21, Before Market Open):

- Revenue +16.9% YoY (vs +20.9% in previous quarter and historical rate +11.8%)
- Net Income margin 52.7% increased compared to 0.0% same period last year
- P/E multiple is 14.4x compared to historical level (75th percentile) of 49.8x
- P/S multiple is 5x
- Price to book: 2.7x

2026-10-16
#reports #PNC

[PNC Financial Services](https://eninvs.com/all.php?name=PNC) (Financial services provider) reported for 2026 q3
(2026-07-15, Before Market Open):

- Revenue +10.9% YoY (vs +21.4% in previous quarter and historical rate +5.7%)
- Net Income +15.1% YoY (vs +25.4% in previous quarter and historical rate +11.8%)
- Net Income margin 32.0% increased compared to 30.8% same period last year
- P/E multiple is 11.6x compared to historical level (75th percentile) of 14.2x
- P/S multiple is 3.6x
- Price to book: 1.5x