A clean balance sheet can signal disciplined management and stability. It also means a company can expand and thrive without relying on borrowed capital.
Even among the companies with sound capital structures, only a few stand out, and we’re here to help you identify them. That said, here are three companies with net cash positions that can continue growing sustainably.
monday.com (MNDY)
Net Cash Position: $1.52 billion (15.7% of Market Cap)
With its colorful interface of boards, columns, and automation that replaced the chaos of spreadsheets, monday.com (NASDAQ: MNDY) is a cloud-based work operating system that helps teams manage projects, track tasks, and streamline workflows through customizable interfaces.
Why Is MNDY a Top Pick?
- ARR trends over the last year show it’s maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability
- Notable projected revenue growth of 23.6% for the next 12 months hints at market share gains
- Prominent and differentiated software results in a best-in-class gross margin of 89.4%
monday.com’s stock price of $188 implies a valuation ratio of 7.4x forward price-to-sales. Is now the right time to buy? See for yourself in our comprehensive research report, it’s free for active Edge members .
Super Micro (SMCI)
Net Cash Position: $412.3 million (1.3% of Market Cap)
Founded in Silicon Valley in 1993 and known for its modular "building block" approach to server design, Super Micro Computer (NASDAQ: SMCI) designs and manufactures high-performance, energy-efficient server and storage systems for data centers, cloud computing, AI, and edge computing applications.
Why Are We Bullish on SMCI?
- Annual revenue growth of 75.6% over the last two years was superb and indicates its market share increased during this cycle
- Dominant market position is represented by its $21.97 billion in revenue and gives it fixed cost leverage when sales grow
- Free cash flow flipped to positive over the last five years, showing the company has crossed a key inflection point
Super Micro is trading at $54.63 per share, or 19.7x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free for active Edge members.
First Busey (BUSE)
Net Cash Position: $288.2 million (13.8% of Market Cap)
Tracing its roots back to 1868 during America's post-Civil War reconstruction era, First Busey (NASDAQ: BUSE) is a bank holding company that provides commercial and retail banking, wealth management, and payment technology solutions across Illinois, Missouri, Florida, and Indiana.
Why Do We Like BUSE?
- Annual net interest income growth of 12.9% over the last five years was superb and indicates its market share increased during this cycle
- Exciting net interest income outlook for the upcoming 12 months calls for 50.7% growth, an acceleration from its five-year trend
- Annual tangible book value per share growth of 19% over the past two years was outstanding, reflecting strong capital accumulation this cycle
At $23.37 per share, First Busey trades at 0.9x forward P/B. Is now the time to initiate a position? See for yourself in our full research report, it’s free for active Edge members.
High-Quality Stocks for All Market Conditions
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