Global growth is patchy, with services strength in parts of Asia and southern Europe set against softer demand in places like Germany and the UK. In this kind of mixed backdrop, many investors are looking at companies where analysts expect solid earnings growth over the next 3 years, supported by balance sheets that can handle bumps in the cycle. That is the focus of the Healthy high growth potential screener, which filters for stocks that combine growth expectations with acceptable financial positions. This article highlights 3 stocks from that screener that may be worth a closer look for long term portfolios.

Liquidia (LQDA)

Overview: Liquidia is a US biopharmaceutical company focused on treatments for rare cardiopulmonary diseases, led by its PRINT based inhaled treprostinil therapy YUTREPIA for pulmonary arterial hypertension and pulmonary hypertension associated with interstitial lung disease, alongside pipeline candidate L606 and partnerships built around its particle engineering technology.

Operations: Liquidia generates its US$288.1m in revenue from pharmaceuticals in the United States.

Market Cap: US$7.0b

Liquidia stands out in the Healthy high growth potential screener because its core product YUTREPIA is gaining commercial traction in a specialized market while analysts expect strong earnings and revenue growth over the next few years. Recent results show the company moving from losses to profitability, with a high ROE of about 20.54%. However, that figure is supported by significant debt and all liabilities funded by higher risk borrowings. Legal and patent outcomes around YUTREPIA, plus the progress of L606, could be major swing factors, especially with mixed analyst ratings and insider selling in recent months. For investors, the real question is how to weigh the growth story that underpins current valuation against these balance sheet, legal and execution risks.

Rapidly improving profitability with a 20.54% ROE and a growing YUTREPIA footprint puts Liquidia in a very different light, but the real story only comes into focus once you weigh the 3 key rewards and 1 important warning sign

Circle Internet Group (CRCL)

Overview: Circle Internet Group operates the USDC stablecoin and related blockchain infrastructure, giving businesses and developers access to digital dollars, euro and yield products that are backed by cash and short term U.S. Treasuries. Its platform is used for payments, settlements and tokenized assets across its own Arc network and multiple public blockchains.

Operations: Circle Internet Group generates about US$2.9b in data processing revenue, all from the United States.

Market Cap: US$16.1b

Circle Internet Group provides exposure to the stablecoin infrastructure behind USDC, which sits at the intersection of payments, tokenized money market style reserves and enterprise blockchain use cases. Analysts have published research that describes revenue and earnings as growing at well above market rates, with losses shrinking and profitability expected within 3 years. At the same time, the stock is described as trading on a price to sales multiple below some direct peers, while incorporating a premium to many software companies. On the other hand, earnings are still negative, the business relies heavily on interest income from U.S. Treasuries and there is meaningful competitive and regulatory risk from rivals such as Tether and emerging projects such as Open USD. How these factors balance out for Circle’s long term potential is an area of active debate.

Circle Internet Group sits where tokenized cash flows meet real world yields, but the real story is how its growth expectations stack up against interest rate reliance and rivals like Tether, as set out in the analyst forecasts for Circle Internet Group

CrowdStrike Holdings (CRWD)

Overview: CrowdStrike Holdings is a cybersecurity company that sells subscription based software to protect laptops, servers, cloud workloads, identities and data, all delivered through its Falcon platform. It combines threat intelligence, security operations and AI driven automation so customers can detect, investigate and respond to attacks across their IT environments.

Operations: CrowdStrike generates about US$5.1b in revenue from Security Software & Services, primarily from the United States, with additional contributions from Europe, the Middle East and Africa, Asia Pacific and other regions.

Market Cap: US$197.5b

CrowdStrike is notable for investors because it operates in AI driven cybersecurity, with tools like Falcon Flex and its AI assistant Charlotte aimed at deepening customer relationships. Analysts have published expectations for double digit revenue and earnings growth, see profitability within 3 years and forecast a 3 year ROE of 26.7%. However, the stock trades at a rich P/S multiple and is currently loss making, with all liabilities funded by higher risk external borrowings and significant insider selling in recent months. For anyone weighing whether CrowdStrike’s role in securing AI workloads and cloud infrastructure can justify those expectations, the full risk reward picture is important to consider.

CrowdStrike’s accelerating role in securing AI and cloud workloads is often talked about, but fewer investors square that growth story with the full risk reward trade off set out in the 2 key rewards and 1 important warning sign

The three stocks covered here are only a starting point, with the full Healthy high growth potential screener surfacing 251 more companies that analysts expect to deliver strong earnings growth while maintaining acceptable financial positions, many with equally compelling narratives around products, balance sheets or catalysts. Identify and analyze the highest conviction ideas that fit your own view of growth, risk and financial strength by zeroing in on the specific catalysts and narratives that matter to you through the Healthy high growth potential screener.

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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.