With interest rate paths, energy costs and inflation signals constantly shifting across regions, many investors are looking for companies that are expected to grow earnings while still keeping their balance sheets in reasonable shape. The Healthy high growth potential screener focuses on exactly that, highlighting stocks where analysts expect strong earnings growth over the next 3 years and that are also in an acceptable financial position. This article outlines three of the stocks from that screener that currently look strong on these measures and explains why these growth stories may appeal if you want exposure to companies that aim to combine expansion with financial discipline.

Sezzle (SEZL)

Overview: Sezzle is a Minneapolis based fintech company that lets consumers split purchases into short term instalments through its Sezzle Platform, including options like Pay in Four, Pay in Five and Pay in Two, while giving merchants a way to boost sales at the checkout. It also offers virtual cards, subscription services such as Sezzle Anywhere and Premium, stored value accounts through Sezzle Balance, and access to longer term lending via third party partners.

Operations: Sezzle generates all of its reported revenue of about US$480.9 million from lending to end customers in the United States.

Market Cap: US$6.0b

Sezzle appears in the Healthy high growth potential screener because it combines strong earnings expansion with high profitability metrics, including a 75.4% return on equity and a net margin above 30%, supported by a growing base of younger, recurring users and a suite of higher value services like Premium and Anywhere. Its profile is also affected by factors such as a rich valuation, reliance on higher risk external funding, rising credit losses and concentration in the U.S. market, as well as ongoing litigation with Shopify that could influence earnings and volatility. For investors weighing growth characteristics against these funding and regulatory sensitivities, Sezzle’s position may warrant closer examination beyond its headline metrics.

Sezzle’s high return on equity and 30%+ net margin suggest a powerful engine, but the mix of rich valuation, funding risks and litigation could be masking the real story behind the 2 key rewards and 1 important warning sign

Remitly Global (RELY)

Overview: Remitly Global is a Seattle based digital financial services company that helps people send money across borders through its mobile app and website, offering remittances and related services to customers in the United States, Canada and many other countries.

Operations: Remitly Global generates about US$1.7b in revenue from data processing activities, with around US$1.1b from the United States, US$168.1m from Canada and US$414.7m from other countries.

Market Cap: US$5.1b

Remitly Global stands out in the Healthy high growth potential screener because it is building a digital cross border platform beyond basic remittances, adding memberships, wallets and even stablecoin features that could deepen engagement with its user base. Profitability has recently turned positive, with analysts expecting earnings and margins to improve further. However, the stock trades on a rich P/E and relies fully on external borrowing rather than customer deposits, which adds funding risk. In addition, there is regulatory uncertainty around stablecoins, rising competition and ongoing fraud and cybersecurity threats. This presents a growth story that appears compelling but also carries meaningful execution and regulatory questions that may warrant closer scrutiny.

Remitly Global’s shift from basic remittances to memberships, wallets and stablecoin features could be reshaping the whole earnings story, but the rich P/E and funding risks make the analyst forecasts for Remitly Global feel like the missing chapter investors keep overlooking

CrowdStrike Holdings (CRWD)

Overview: CrowdStrike Holdings is a cybersecurity company that delivers cloud based protection for laptops, servers, cloud workloads, identities and data through its Falcon software platform, which customers subscribe to as a service. It combines endpoint security, threat intelligence, identity protection and AI powered detection and response tools to help organisations monitor and respond to attacks in real time.

Operations: CrowdStrike generates about US$5.1b in revenue from security software and services, with the United States contributing US$3.4b and the rest coming from Asia Pacific, Europe, the Middle East and Africa, and other regions.

Market Cap: US$203.0b

CrowdStrike Holdings is attracting attention because its Falcon platform and AI Detection and Response are becoming closely tied to how enterprises secure AI workloads, with recent news highlighting record quarterly net new ARR of US$256m and raised guidance as customers adopt more modules. The company is still loss making. Analysts expect it to reach profitability within 3 years, with earnings and ROE forecast to improve alongside expanding AI and cloud security demand. However, the current valuation is very high, and recent insider selling and reliance on external funding add a layer of risk. For investors tracking high growth cybersecurity stocks, the tension between rapid ARR growth, ambitious AI security plans and a premium P/S multiple is where the real story in CrowdStrike may lie beyond the headline momentum.

CrowdStrike’s soaring AI security story and rapid ARR additions are only half the picture; the real twist sits inside the analyst forecasts for CrowdStrike Holdings that could show where this rich P/S multiple finally hits a wall

The three stocks covered here are only a starting point. The full Healthy high growth potential screener surfaces 251 more companies that analysts expect to grow earnings strongly while still keeping balance sheets within defined limits, each with its own narrative around profitability, funding and risk. To identify the highest conviction ideas for your watchlist, use Simply Wall St to filter the catalysts and storylines that matter most 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.