Menu

Latest Research

Tutor Perini Corporation (TPC)

Mkt Cap: $3.6B Div: 0.35% Rev CAGR: -2.3%

Tutor Perini Corporation, founded in 1894 as Perini Corporation and rebranded in 2009 to reflect the Tutor family's enduring leadership, has spent 130 years building what is now a formidable franchise in complex public infrastructure. The company operates as a vertically integrated general contractor across three segments: Civil (highways, bridges, tunnels, mass-transit), Building (healthcare, detention facilities, education), and Specialty Contractors (mechanical, electrical, plumbing, HVAC)....

arrow_forward

Rocket Lab USA, Inc. (RKLB)

Mkt Cap: $23.5B Rev CAGR: 91.4% NI CAGR: 17.5%

Rocket Lab USA, Inc., incorporated in 2006 and headquartered in Long Beach, California, began not as a rocket company but as a systems integrator disguised as a launch provider. Founder Peter Beck built Electron to solve the hardest problem in space: not just reaching orbit, but doing so with the reliability and cadence that satellite operators needed to build viable businesses. That mission required a fundamentally different architecture—one that prioritized rapid reusability, automated...

arrow_forward

Rocket Lab USA, Inc. (RKLB)

Mkt Cap: $23.5B Rev CAGR: 91.4% NI CAGR: 17.5%

Rocket Lab USA, Inc., founded in 2006 and headquartered in Long Beach, California, began as a founder-led company built around the Electron rocket's promise of rapid, high-cadence small satellite launches. This origin story established a culture of execution discipline that now underpins a far more ambitious strategy. The company has methodically evolved from a single-product launch provider into an end-to-end space infrastructure platform, a transformation accelerated by a 2025 holding company...

arrow_forward

Solaris Resources Inc. (SLSR)

Mkt Cap: $1.3B NI CAGR: 10.7%

Solaris Resources, incorporated in 2018 and rebranded from Solaris Copper in December 2019, operates as a pure-play copper developer in a market facing structural supply deficits. The company relocated its headquarters to Baar, Switzerland in November 2025—a move that signals strategic flexibility for international financing and potential M&A discussions rather than mere administrative convenience. Solaris generates no revenue, burns approximately $61 million in free cash flow annually, and...

arrow_forward

Sally Beauty Holdings, Inc. (SBH)

Mkt Cap: $1.5B P/E: 7.9 Rev CAGR: -1.0% NI CAGR: 2.2%

Sally Beauty Holdings, founded in 1964 and headquartered in Denton, Texas, operates a dual-segment model that serves both retail consumers and professional stylists through two distinct but complementary businesses. The Sally Beauty segment is an omni-channel retailer offering professional-quality beauty supplies at attractive prices, while Beauty Systems Group (BSG) functions as a full-service distributor exclusively for salons and licensed professionals. This structure positions SBH as the...

arrow_forward

NIQ Global Intelligence Plc (NIQ)

Mkt Cap: $4.6B

NIQ Global Intelligence plc, founded on March 5, 2021, when Advent International acquired Nielsen's consumer intelligence subsidiaries, has rapidly evolved from a traditional market research provider into an AI-powered consumer intelligence platform. Headquartered in London with global operations spanning 100+ countries, the company generates revenue by selling subscription-based access to its proprietary data ecosystem and customized analytics solutions to consumer packaged goods companies and...

arrow_forward

GRAIL, Inc. (GRAL)

Mkt Cap: $3.6B

GRAIL, Inc. was founded in 2016 with a singular mission: detect cancer early through a simple blood test. Incorporated in 2015 and headquartered in Menlo Park, California, the company launched its Galleri test in mid-2021, positioning itself as the first mover in the multi-cancer early detection (MCED) market. This head start matters because MCED represents a fundamental shift in oncology—from screening for individual cancers based on organ-specific guidelines to detecting a shared cancer...

arrow_forward

Sanmina Corporation (SANM)

Mkt Cap: $8.4B P/E: 34.3 Rev CAGR: 0.9% NI CAGR: 0.8%

Sanmina Corporation, co-founded by Jure Sola in 1980 and headquartered in San Jose, California, has spent four decades evolving from a printed circuit board manufacturer into a sophisticated provider of integrated manufacturing solutions. The company operates through two distinct segments that tell the story of its strategic direction: Integrated Manufacturing Solutions (IMS), which generated $6.51 billion in fiscal 2025 revenue at 7.7% gross margins, and Components, Products and Services...

arrow_forward

The most compelling investment themes are the ones nobody is talking about yet.

Every Monday, get three under-the-radar themes with catalysts, data, and stocks poised to benefit.

Sign up now to receive them!

Also explore our analysis on 5,000+ stocks