Sterling Infrastructure Stock And 2 Growth Names Backed By Strong Earnings Forecasts

With inflation trends shifting, central banks recalibrating policy, and growth signals mixed across regions, many investors are looking beyond short term noise and focusing on companies where analysts see solid earnings potential and balance sheet strength. The Healthy high growth potential screener does exactly that by filtering for stocks that are expected by analysts to grow earnings over the next 3 years while staying in an acceptable financial position. In this article, you will see three stocks from this screener that illustrate how this theme can help you focus on growth opportunities without ignoring financial resilience.

Sterling Infrastructure (STRL)

Overview: Sterling Infrastructure is a US construction and infrastructure company that builds and services data centers, e commerce and manufacturing sites, transportation projects like roads, bridges and airports, and residential and commercial foundations across several regions. It focuses on complex, mission critical work for blue chip customers, combining civil, concrete, plumbing and related services.

Operations: Sterling Infrastructure generates about US$1.85b from E Infrastructure Solutions, US$652.9m from Transportation Solutions and US$385.7m from Building Solutions, with all reported revenue of roughly US$2.88b coming from the United States.

Market Cap: US$21.5b

Sterling Infrastructure stands out in the screener because its record backlog in data centric projects, recent acquisitions such as Stone Ridge Contracting and an experienced management team all support a growth focused story that analysts expect to be underpinned by high quality earnings and a strong return on equity of around 31%. At the same time, the stock trades on a high P/E multiple and depends heavily on mega projects, infrastructure stimulus and continued data center spending, which could create sharp swings in earnings if conditions change. For investors, the tension between strong growth expectations, rich valuation and concentrated end market exposure is where the real opportunity and risk sit.

Sterling Infrastructure’s record backlog, high return on equity and premium P/E suggest a story investors may not have fully priced in yet, and the 3 key rewards and 2 important warning signs (1 is major!) could reveal what might tip the balance next.

On Holding (ONON)

Overview: On Holding is a Swiss sportswear company that designs and sells premium performance footwear, apparel, and accessories under the On brand, targeting runners, outdoor enthusiasts, everyday wearers, and young athletes. It reaches customers worldwide through a mix of wholesale partners, its own stores, and e commerce.

Operations: On Holding generates around CHF 3.1b in revenue, almost entirely from athletic footwear.

Market Cap: US$12.2b

On Holding appeals to growth focused investors because it combines a fast expanding direct to consumer and e commerce model with a premium brand that is gaining traction across running, lifestyle and newer sports like tennis. At the same time, the company leans heavily on premium pricing, high marketing spend, and rapid expansion in regions such as Asia Pacific. A slowdown in consumer demand or a shift in fashion trends could put pressure on margins and challenge its high valuation multiples, which makes the balance between growth potential and execution risk crucial for anyone considering the stock in the context of this screener’s focus on healthy growth.

On Holding’s premium growth story is racing ahead on branding, pricing power and global expansion. The real question is how long that pace can last. Get the full picture with the analyst forecasts for On Holding

Remitly Global (RELY)

Overview: Remitly Global is a Seattle based fintech that enables people to send cross border remittances and access digital financial services through its mobile app and website, serving customers in the United States, Canada and a wide range of international corridors.

Operations: Remitly Global generates about US$1.73b in revenue from Data Processing, with around US$1.14b from the United States, US$168.1m from Canada and US$414.7m from the rest of the world.

Market Cap: US$5.0b

Remitly Global is attracting attention because it is leaning into the long term shift from cash to digital remittances while already operating at scale. Its strategy includes initiatives such as forecast revenue growth, a focus on rising profitability and new products like memberships, digital wallets and stablecoin transfers that broaden how it can earn from each customer. Growing use of AI in acquisition, fraud prevention and support is aimed at improving margins. In addition, recent index additions, reported user growth and higher free cash flow suggest the story is getting more institutional visibility. The catch is that the stock trades on a high P/E and depends on continued regulatory support for digital money flows and stablecoins. As a result, understanding how growth, margins and risk management evolve from here is critical.

Remitly Global’s push into memberships, digital wallets and stablecoin transfers could be reshaping what its business eventually becomes, but the real twist sits in the full narrative for Remitly Global

The three stocks covered here are just a starting point, and the full screener surfaced 251 more companies that fit this Healthy high growth potential idea, each with its own earnings story, balance sheet profile and potential catalysts highlighted inside the Healthy high growth potential screener. Use Simply Wall St to identify, analyze and filter for the specific triggers that matter to you. This can help you focus on the highest conviction growth opportunities that still meet your standards for financial strength.

Take Control of Your Investment Journey

If On Holding or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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